Hood River Capital Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Hood River Capital Management LLC reported 142 stock positions worth $6.2 billion. Its top holding was Ftai Aviation (FTAI) at 4.1% of the portfolio, followed by Mastec (MTZ, 2.9%) and Aci Worldwide (ACIW, 2.7%). Compared with Q2 2024, it opened 33 new positions, sold out of 35, added to 95 and reduced 14. The biggest buy was a new position in Semtech (SMTC) and the biggest sale an exit from Rambus (RMBS).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $6.2B (Q3 2024)
- SEC Filing
- 0001214659-24-018932 ↗ filed Nov 14, 2024
Holdings Value
Holdings 142 stocks · $6.2B
| FTAI Ftai Aviation Ltd. | 4.11% | 1,915,915 | $254.6M | Reduce -37.3% |
| MTZ Mastec Inc. | 2.94% | 1,479,573 | $182.1M | Add +23.9% |
| ACIW Aci Worldwide Inc. | 2.69% | 3,274,196 | $166.7M | Add +36.4% |
| SMTC Semtech Corp. | 2.50% | 3,390,299 | $154.8M | New |
| FIX Comfort Systems USA Inc. | 2.45% | 388,842 | $151.8M | Add +9.3% |
| LNTH Lantheus Holdings Inc. | 2.15% | 1,211,952 | $133.0M | Add +13.2% |
| CLH Clean Harbors Inc. | 2.05% | 524,728 | $126.8M | Add +10.4% |
| COHR Coherent Corp. | 1.91% | 1,328,538 | $118.1M | Reduce -7.5% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 1.86% | 1,445,376 | $115.3M | Add +14.5% |
| KEX Kirby Corp. | 1.83% | 925,536 | $113.3M | Add +13.9% |
| APLD Applied Digital Corp. | 1.82% | 13,682,568 | $112.9M | Add +42.6% |
| INSM Insmed Inc. | 1.74% | 1,472,555 | $107.5M | Add +11.9% |
| VRNS Varonis Systems Inc. | 1.72% | 1,884,884 | $106.5M | Add +25.8% |
| AXON Axon Enterprise Inc. | 1.69% | 262,347 | $104.8M | Add +16.7% |
| WAL Western Alliance Bancorp | 1.68% | 1,205,586 | $104.3M | Add +116.9% |
| SG Sweetgreen Inc. Class A | 1.56% | 2,729,757 | $96.8M | Add +66.1% |
| KRYS Krystal Biotech Inc. | 1.48% | 502,104 | $91.4M | Reduce -3.6% |
| CCOI Cogent Communications Holdin | 1.45% | 1,179,472 | $89.5M | Add +34.9% |
| RDNT Radnet Inc. | 1.44% | 1,282,998 | $89.0M | Add +14.0% |
| MTSI Macom Technology Solutions H | 1.44% | 799,343 | $88.9M | Add +13.4% |
| EXP Eagle Materials Inc. | 1.42% | 305,735 | $87.9M | Add +14.3% |
| SN Sharkninja Inc. | 1.41% | 805,667 | $87.6M | Add +13.0% |
| HCI Hci Group Inc. | 1.40% | 812,668 | $87.0M | Add +5.9% |
| XPO Xpo Inc. | 1.34% | 770,115 | $82.8M | Add +31.8% |
| CWAN Clearwater Analytics HDS-A | 1.33% | 3,260,510 | $82.3M | Add +39.5% |
| ATRC Atricure Inc. | 1.28% | 2,830,600 | $79.4M | Add +59.5% |
| KNF Knife River Corp. | 1.25% | 869,103 | $77.7M | Add +14.2% |
| RXO Rxo Inc. | 1.24% | 2,753,788 | $77.1M | Add +68.4% |
| IOVA Iovance Biotherapeutics Inc. | 1.23% | 8,144,637 | $76.5M | Add +198.1% |
| FORM Formfactor Inc. | 1.21% | 1,626,352 | $74.8M | Reduce -8.9% |
| OLLI Ollie's Bargain Outlet Holdi | 1.20% | 765,993 | $74.5M | Add +217.9% |
| CYBR Cyberark Software Ltd./Israel | 1.19% | 251,925 | $73.5M | Add +12.7% |
| KTOS Kratos Defense & Security | 1.17% | 3,112,972 | $72.5M | Add +15.4% |
| GVA Granite Construction Inc. | 1.08% | 841,150 | $66.7M | Add +78.9% |
| LTH Life Time Group Holdings Inc. | 1.07% | 2,722,597 | $66.5M | Add +50.3% |
| BPMC Blueprint Medicines Corp. | 1.00% | 672,436 | $62.2M | Add +33.7% |
| QXO Qxo Inc. | 0.99% | 3,900,837 | $61.5M | New |
| OPCH Option Care Health Inc. | 0.98% | 1,943,366 | $60.8M | Add +12.4% |
| RVMD Revolution Medicines Inc. | 0.98% | 1,332,812 | $60.4M | Add +45.8% |
| FLR Fluor Corp. | 0.95% | 1,232,671 | $58.8M | Add +12.9% |
| SITM Sitime Corp. | 0.92% | 332,328 | $57.0M | New |
| AXSM Axsome Therapeutics Inc. | 0.91% | 625,084 | $56.2M | Add +13.8% |
| GLBE Global-E Online Ltd. | 0.90% | 1,455,156 | $55.9M | Add +45.9% |
| TMDX Transmedics Group Inc. | 0.87% | 344,551 | $54.1M | Add +175.3% |
| OSIS Osi Systems Inc. | 0.86% | 352,610 | $53.5M | Add +11.3% |
| NOG Northern Oil and Gas Inc. | 0.85% | 1,493,211 | $52.9M | Add +56.3% |
| CYTK Cytokinetics Inc. | 0.84% | 990,796 | $52.3M | Add +34.3% |
| DNN Denison Mines Corp. | 0.84% | 28,422,354 | $52.0M | Add +12.5% |
| CZR Caesars Entertainment Inc. | 0.84% | 1,242,140 | $51.8M | Add +15.5% |
| HASI Ha Sustainable Infrastructur | 0.84% | 1,502,841 | $51.8M | Add +52.1% |
| VKTX Viking Therapeutics Inc. | 0.83% | 815,678 | $51.6M | Add +14.2% |
| EXLS Exlservice Holdings Inc. | 0.82% | 1,337,786 | $51.0M | New |
| CIEN Ciena Corp. | 0.80% | 805,981 | $49.6M | New |
| CUBI Customers Bancorp Inc. | 0.79% | 1,049,616 | $48.8M | Add +91.2% |
| BHVN Biohaven Ltd. | 0.73% | 902,888 | $45.1M | Add +144.8% |
| VSXY Victoria's Secret & Co. | 0.72% | 1,735,948 | $44.6M | New |
| ITCI Intra-Cellular Therapies Inc. | 0.71% | 599,991 | $43.9M | Add +23.1% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.69% | 834,912 | $42.7M | Add +103.5% |
| ALHC Alignment Healthcare Inc. | 0.68% | 3,547,783 | $41.9M | Add +14.2% |
| FIP Ftai Infrastructure Inc. | 0.67% | 4,439,273 | $41.6M | Add +50.1% |
| VRNA Verona Pharma Ltd. | 0.67% | 1,433,934 | $41.3M | Add +35.0% |
| DOCN Digitalocean Holdings Inc. | 0.66% | 1,018,042 | $41.1M | Add +23.6% |
| TGTX TG Therapeutics Inc. | 0.62% | 1,630,349 | $38.1M | Add +3.6% |
| GENI Genius Sports Ltd. | 0.60% | 4,730,748 | $37.1M | Add +133.4% |
| EVH Evolent Health Inc. Class A | 0.59% | 1,292,379 | $36.5M | Reduce -20.1% |
| FN Fabrinet | 0.58% | 151,504 | $35.8M | New |
| SPXC SPX Technologies Inc. | 0.56% | 215,802 | $34.4M | Add +15.1% |
| SDHC Smith Douglas Homes Corp. | 0.55% | 903,951 | $34.2M | New |
| AMSC American Superconductor Corp. | 0.55% | 1,431,940 | $33.8M | Reduce -17.5% |
| TFII Tfi International Inc. | 0.54% | 244,864 | $33.5M | Add +13.9% |
| MLTX Moonlake Immunotherapeutics | 0.53% | 646,662 | $32.6M | New |
| IMVT Immunovant Inc. | 0.53% | 1,143,567 | $32.6M | New |
| RYTM Rhythm Pharmaceuticals Inc. | 0.52% | 614,598 | $32.2M | New |
| BASE Couchbase Inc. | 0.52% | 1,982,074 | $32.0M | Add +21.6% |
| PSN Parsons Corp. | 0.52% | 307,889 | $31.9M | New |
| NBIX Neurocrine Biosciences Inc. | 0.49% | 263,210 | $30.3M | Add +7.9% |
| MDU Mdu Resources Group Inc. | 0.49% | 1,104,608 | $30.3M | Add +13.8% |
| CECO Ceco Environmental Corp. | 0.49% | 1,067,690 | $30.1M | Add +98.8% |
| DFH Dream Finders Homes Inc. Class A | 0.48% | 828,368 | $30.0M | New |
| FLS Flowserve Corp. | 0.47% | 568,588 | $29.4M | Add +14.4% |
| TRNS Transcat Inc. | 0.47% | 242,277 | $29.3M | Add +23.1% |
| ODD Oddity Tech Ltd. Class A | 0.47% | 717,825 | $29.0M | Add +20.4% |
| IIIV I3 Verticals Inc. Class A | 0.46% | 1,343,321 | $28.6M | Add +12.9% |
| ENSG The Ensign Group Inc. | 0.45% | 191,828 | $27.6M | New |
| ROAD Construction Partners Inc. Class A | 0.44% | 391,867 | $27.4M | Reduce -17.7% |
| LOVE The Lovesac Co. | 0.43% | 927,716 | $26.6M | Add +19.9% |
| FROG Jfrog Ltd. | 0.33% | 703,395 | $20.4M | New |
| KRNT Kornit Digital Ltd. | 0.31% | 747,077 | $19.3M | New |
| SRRK Scholar Rock Holding Corp. | 0.30% | 2,349,721 | $18.8M | Add +182.2% |
| UCTT Ultra Clean Holdings Inc. | 0.30% | 458,533 | $18.3M | Add +25.2% |
| GFL GFL Environmental Inc.-Sub VT | 0.26% | 409,659 | $16.3M | Add +28.3% |
| HAE Haemonetics Corp. | 0.26% | 200,580 | $16.1M | Reduce -18.2% |
| SEM Select Medical Holdings Corp. | 0.20% | 347,831 | $12.1M | Reduce -17.7% |
| PACS Pacs Group Inc. | 0.18% | 278,027 | $11.1M | Add +68.7% |
| TTMI TTM Technologies | 0.17% | 575,047 | $10.5M | Add +26.9% |
| MRVL Marvell Technology Inc. | 0.16% | 140,886 | $10.2M | Add +29.4% |
| BDRBF Bombardier Inc. Class B | 0.16% | 126,625 | $9.6M | Add +28.8% |
| SFM Sprouts Farmers Market Inc. | 0.16% | 87,129 | $9.6M | Add +57.0% |
| AGX Argan Inc. | 0.15% | 92,763 | $9.4M | Add +29.4% |
| ROOT Root Inc./Oh Class A | 0.15% | 245,943 | $9.3M | Add +30.7% |
Portfolio Sells Q2 2024 → Q3 2024
| RMBS Rambus Inc. | Sold out | 0.00% | −2.64 |
| FTAI Ftai Aviation Ltd. | Reduce -37.3% | 4.11% | −2.43 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −1.74 |
| CAMT Camtek Ltd. | Sold out | 0.00% | −1.52 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.36 |
| FCFS Firstcash Holdings Inc. | Sold out | 0.00% | −1.33 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −1.26 |
| FORM Formfactor Inc. | Reduce -8.9% | 1.21% | −1.03 |
| AS Amer Sports Inc. | Sold out | 0.00% | −1.01 |
| ICHR Ichor Holdings Ltd. | Sold out | 0.00% | −0.89 |
| ASPN Aspen Aerogels Inc. | Sold out | 0.00% | −0.87 |
| APG Api Group Corp. | Reduce -87.5% | 0.08% | −0.81 |
| INFN Infinera Corp. | Sold out | 0.00% | −0.60 |
| DUOL Duolingo | Sold out | 0.00% | −0.56 |
| KRYS Krystal Biotech Inc. | Reduce -3.6% | 1.48% | −0.51 |
| MXL Maxlinear Inc. | Sold out | 0.00% | −0.50 |
| ITRI Itron Inc. | Sold out | 0.00% | −0.47 |
| SIMO Silicon Motion Technol-ADR | Sold out | 0.00% | −0.44 |
| WULF Terawulf Inc. | Sold out | 0.00% | −0.43 |
| ARHS Arhaus Inc. | Sold out | 0.00% | −0.36 |
| INDI Indie Semiconductor Inc. Class A | Reduce -35.2% | 0.14% | −0.30 |
| AMSC American Superconductor Corp. | Reduce -17.5% | 0.55% | −0.30 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.28 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.26 |
| COHR Coherent Corp. | Reduce -7.5% | 1.91% | −0.25 |
| AAOI Applied Optoelectronics Inc. | Sold out | 0.00% | −0.24 |
| WBTN Webtoon Entertainment Inc. | Sold out | 0.00% | −0.21 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.19 |
| CDNS Cadence Design SYS Inc. | Reduce -50.7% | 0.10% | −0.19 |
| INTA Intapp Inc. | Sold out | 0.00% | −0.16 |
| HAE Haemonetics Corp. | Reduce -18.2% | 0.26% | −0.16 |
| HIPO Hippo Holdings Inc. | Sold out | 0.00% | −0.11 |
| SEM Select Medical Holdings Corp. | Reduce -17.7% | 0.20% | −0.11 |
| ROAD Construction Partners Inc. Class A | Reduce -17.7% | 0.44% | −0.10 |
| KSPI JSC Kaspi.kz ADR | Sold out | 0.00% | −0.10 |
| GLOB Globant SA | Sold out | 0.00% | −0.09 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.08 |
| ML Moneylion Inc. | Sold out | 0.00% | −0.08 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.08 |
| PAL Proficient Auto Logistics Inc. | Reduce -35.7% | 0.05% | −0.06 |
| CERS Cerus Corp. | Sold out | 0.00% | −0.05 |
| EVH Evolent Health Inc. Class A | Reduce -20.1% | 0.59% | −0.05 |
| MKSI MKS Inc. | Reduce -11.6% | 0.05% | −0.04 |
| PYFRF Payfare Inc. | Sold out | 0.00% | −0.04 |
| INSE Inspired Entertainment Inc. | Sold out | 0.00% | −0.03 |
| HDL Super Hi International Holdi | Sold out | 0.00% | −0.02 |
| SPROTT PHYSICAL URANIUM TRUS | Sold out | 0.00% | −0.00 |
| VEDANTA LTD | Sold out | 0.00% | −0.00 |
| EXAI Exscientia Ltd. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| SMTC Semtech Corp. | New | 2.50% | +2.50 |
| QXO Qxo Inc. | New | 0.99% | +0.99 |
| WAL Western Alliance Bancorp | Add +116.9% | 1.68% | +0.96 |
| SITM Sitime Corp. | New | 0.92% | +0.92 |
| EXLS Exlservice Holdings Inc. | New | 0.82% | +0.82 |
| CIEN Ciena Corp. | New | 0.80% | +0.80 |
| IOVA Iovance Biotherapeutics Inc. | Add +198.1% | 1.23% | +0.78 |
| ACIW Aci Worldwide Inc. | Add +36.4% | 2.69% | +0.72 |
| VSXY Victoria's Secret & Co. | New | 0.72% | +0.72 |
| OLLI Ollie's Bargain Outlet Holdi | Add +217.9% | 1.20% | +0.71 |
| APLD Applied Digital Corp. | Add +42.6% | 1.82% | +0.64 |
| FN Fabrinet | New | 0.58% | +0.58 |
| SDHC Smith Douglas Homes Corp. | New | 0.55% | +0.55 |
| SG Sweetgreen Inc. Class A | Add +66.1% | 1.56% | +0.54 |
| IMVT Immunovant Inc. | New | 0.53% | +0.53 |
| MLTX Moonlake Immunotherapeutics | New | 0.53% | +0.53 |
| RYTM Rhythm Pharmaceuticals Inc. | New | 0.52% | +0.52 |
| PSN Parsons Corp. | New | 0.52% | +0.52 |
| DFH Dream Finders Homes Inc. Class A | New | 0.48% | +0.48 |
| TMDX Transmedics Group Inc. | Add +175.3% | 0.87% | +0.48 |
| GVA Granite Construction Inc. | Add +78.9% | 1.08% | +0.47 |
| BHVN Biohaven Ltd. | Add +144.8% | 0.73% | +0.46 |
| ENSG The Ensign Group Inc. | New | 0.45% | +0.45 |
| ATRC Atricure Inc. | Add +59.5% | 1.28% | +0.44 |
| CWAN Clearwater Analytics HDS-A | Add +39.5% | 1.33% | +0.43 |
| CCOI Cogent Communications Holdin | Add +34.9% | 1.45% | +0.42 |
| GENI Genius Sports Ltd. | Add +133.4% | 0.60% | +0.37 |
| LTH Life Time Group Holdings Inc. | Add +50.3% | 1.07% | +0.37 |
| LNTH Lantheus Holdings Inc. | Add +13.2% | 2.15% | +0.37 |
| RXO Rxo Inc. | Add +68.4% | 1.24% | +0.36 |
| VRNA Verona Pharma Ltd. | Add +35.0% | 0.67% | +0.35 |
| FROG Jfrog Ltd. | New | 0.33% | +0.33 |
| AXON Axon Enterprise Inc. | Add +16.7% | 1.69% | +0.32 |
| KRNT Kornit Digital Ltd. | New | 0.31% | +0.31 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +103.5% | 0.69% | +0.31 |
| SN Sharkninja Inc. | Add +13.0% | 1.41% | +0.30 |
| MTZ Mastec Inc. | Add +23.9% | 2.94% | +0.29 |
| QTWO Q2 Holdings Inc. | Add +14.5% | 1.86% | +0.28 |
| CUBI Customers Bancorp Inc. | Add +91.2% | 0.79% | +0.24 |
| RVMD Revolution Medicines Inc. | Add +45.8% | 0.98% | +0.24 |
| VRNS Varonis Systems Inc. | Add +25.8% | 1.72% | +0.23 |
| HASI Ha Sustainable Infrastructur | Add +52.1% | 0.84% | +0.23 |
| EXP Eagle Materials Inc. | Add +14.3% | 1.42% | +0.22 |
| FIX Comfort Systems USA Inc. | Add +9.3% | 2.45% | +0.21 |
| ALHC Alignment Healthcare Inc. | Add +14.2% | 0.68% | +0.17 |
| CECO Ceco Environmental Corp. | Add +98.8% | 0.49% | +0.17 |
| SRRK Scholar Rock Holding Corp. | Add +182.2% | 0.30% | +0.16 |
| GLBE Global-E Online Ltd. | Add +45.9% | 0.90% | +0.15 |
| KNF Knife River Corp. | Add +14.2% | 1.25% | +0.15 |
| FIP Ftai Infrastructure Inc. | Add +50.1% | 0.67% | +0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $13.8B | APLD, DOCN, MTZ, DAVE, BE |
| Q1 2026 | 167 | $10.0B | APLD, MTZ, FIX, DOCN, XPO |
| Q4 2025 | 175 | $9.1B | APLD, MTZ, DAVE, FIX, KTOS |
| Q3 2025 | 153 | $8.5B | APLD, MTZ, KTOS, DAVE, FIX |
| Q2 2025 | 148 | $7.2B | MTZ, DAVE, APLD, LITE, QXO |
| Q1 2025 | 144 | $5.9B | ACIW, MTZ, HCI, APLD, INSM |
| Q4 2024 | 159 | $6.8B | FTAI, SMTC, MTZ, ACIW, NFE |
| Q3 2024 | 142 | $6.2B | FTAI, MTZ, ACIW, SMTC, FIX |
| Q2 2024 | 144 | $4.8B | FTAI, MTZ, RMBS, FIX, FORM |
| Q1 2024 | 128 | $4.5B | FTAI, FIX, RMBS, VRT, ONTO |