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

0$5.0B$10.0B$15.0B Q1 2024: $4.5B Q1 2024 Q2 2024: $4.8B Q2 2024 Q3 2024: $6.2B $6.2B Q3 2024 Q4 2024: $6.8B Q4 2024 Q1 2025: $5.9B Q1 2025 Q2 2025: $7.2B Q2 2025 Q3 2025: $8.5B Q3 2025 Q4 2025: $9.1B Q4 2025 Q1 2026: $10.0B Q1 2026 Q2 2026: $13.8B Q2 2026

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%
DD Dupont DE Nemours Inc. 0.14% 100,789 $9.0M Add +8.0%
INDI Indie Semiconductor Inc. Class A 0.14% 2,238,861 $8.9M Reduce -35.2%
STNG Scorpio Tankers Inc. 0.13% 111,088 $7.9M Add +0.9%
KRUS Kura Sushi USA Inc. Class A 0.13% 96,490 $7.8M New
VIK Viking Holdings Ltd. 0.12% 221,466 $7.7M Add +2961.5%
DAVE Dave Inc. 0.12% 188,825 $7.5M New
QNST Quinstreet Inc. 0.12% 378,863 $7.2M New
ACAD Acadia Pharmaceuticals Inc. 0.12% 469,381 $7.2M New
NXE Nexgen Energy Ltd. 0.11% 1,071,586 $7.0M Add +28.3%
AR Antero Resources Corp. 0.11% 239,934 $6.9M Add +29.4%
ANF Abercrombie & Fitch Co. Class A 0.10% 45,615 $6.4M New
EA Electronic Arts Inc. 0.10% 44,356 $6.4M New
LSEA Landsea Homes Corp. 0.10% 487,605 $6.0M Add +106.6%
MDB Mongodb Inc. 0.10% 22,249 $6.0M New
S Sentinelone Inc. Class A 0.10% 249,704 $6.0M Add +29.4%
ENTG Entegris Inc. 0.10% 53,031 $6.0M Add +4.3%
CDNS Cadence Design SYS Inc. 0.10% 21,963 $6.0M Reduce -50.7%
GLW Corning Inc. 0.09% 130,254 $5.9M New
NRG NRG Energy Inc. 0.09% 64,269 $5.9M Add +29.8%
RSI Rush Street Interactive Inc. 0.09% 503,929 $5.5M New
RDDT Reddit Inc. Class A 0.08% 76,560 $5.0M New
NTRA Natera Inc. 0.08% 39,388 $5.0M Add +29.4%
APG Api Group Corp. 0.08% 143,116 $4.7M Reduce -87.5%
NHC National Healthcare Corp. 0.07% 35,522 $4.5M Add +53.0%
GH Guardant Health Inc. 0.07% 189,878 $4.4M Add +29.4%
XMTR Xometry Inc. Class A 0.06% 209,981 $3.9M New
CYH Community Health Systems Inc. 0.06% 609,155 $3.7M Add +159.4%
MKSI MKS Inc. filed as MKS INSTRS INC 0.05% 31,194 $3.4M Reduce -11.6%
EVER Everquote Inc. Class A 0.05% 156,455 $3.3M New
PAL Proficient Auto Logistics Inc. 0.05% 224,229 $3.2M Reduce -35.7%
CCJ Cameco Corp. 0.00% 5,248 $251K New
DESP Despegar.com Corp. 0.00% 15,711 $195K Add +8.6%
GGAL Grupo Financiero Galicia-ADR 0.00% 3,994 $168K New
TBBB BBB Foods Inc. Class A 0.00% 5,387 $162K Add +8.7%
NYAX Nayax Ltd. 0.00% 5,772 $146K Add +8.6%
PNR Pentair PLC 0.00% 1,381 $135K Add +8.7%
BMA Banco Macro SA-ADR 0.00% 1,993 $127K New
CDRO Codere Online Luxembourg SA 0.00% 15,537 $124K New
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A 0.00% 11,026 $114K New
GSM Ferroglobe PLC 0.00% 22,614 $105K Add +8.6%
JMIA Jumia Technologies AG-ADR 0.00% 14,706 $79K Add +11.2%
ESTA Establishment Labs Holdings 0.00% 1,760 $76K Add +85.3%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$13.8BAPLD, DOCN, MTZ, DAVE, BE
Q1 2026 167$10.0BAPLD, MTZ, FIX, DOCN, XPO
Q4 2025 175$9.1BAPLD, MTZ, DAVE, FIX, KTOS
Q3 2025 153$8.5BAPLD, MTZ, KTOS, DAVE, FIX
Q2 2025 148$7.2BMTZ, DAVE, APLD, LITE, QXO
Q1 2025 144$5.9BACIW, MTZ, HCI, APLD, INSM
Q4 2024 159$6.8BFTAI, SMTC, MTZ, ACIW, NFE
Q3 2024 142$6.2BFTAI, MTZ, ACIW, SMTC, FIX
Q2 2024 144$4.8BFTAI, MTZ, RMBS, FIX, FORM
Q1 2024 128$4.5BFTAI, FIX, RMBS, VRT, ONTO