Hood River Capital Management LLC

Name: Hood River Capital Management LLC 13F holdings, Q4 2024
Creator: Hood River Capital Management LLC
Published: 2025-02-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hood River Capital Management LLC reported 159 stock positions worth $6.8 billion. Its top holding was Ftai Aviation (FTAI) at 4.4% of the portfolio, followed by Semtech (SMTC, 3.2%) and Mastec (MTZ, 3.1%). Compared with Q3 2024, it opened 38 new positions, sold out of 23, added to 83 and reduced 38. The biggest buy was a new position in New Fortress Energy (NFE) and the biggest sale Kirby (KEX, shares −65%).

Most Recent 13F: Q2 2026
Location: PALM BEACH GARDENS, FL
CIK: 0001578177
Portfolio Value: $6.8B (Q4 2024)
SEC Filing: 0001214659-25-002649 ↗ filed Feb 14, 2025

Holdings Value

Holdings 159 stocks · $6.8B


FTAI Ftai Aviation Ltd.	4.40%	2,069,824	$298.1M	Add +8.0%
SMTC Semtech Corp.	3.15%	3,450,042	$213.4M	Add +1.8%
MTZ Mastec Inc.	3.08%	1,531,104	$208.4M	Add +3.5%
ACIW Aci Worldwide Inc.	2.59%	3,374,507	$175.2M	Add +3.1%
NFE New Fortress Energy Inc.	2.29%	10,252,861	$155.0M	New
AXON Axon Enterprise Inc.	2.26%	257,772	$153.2M	Reduce -1.7%
APLD Applied Digital Corp.	1.71%	15,147,422	$115.7M	Add +10.7%
CCOI Cogent Communications Holdin	1.63%	1,436,855	$110.7M	Add +21.8%
HCI Hci Group Inc.	1.62%	940,000	$109.5M	Add +15.7%
INSM Insmed Inc.	1.56%	1,525,628	$105.3M	Add +3.6%
XPO Xpo Inc.	1.55%	798,543	$104.7M	Add +3.7%
WAL Western Alliance Bancorp	1.54%	1,249,742	$104.4M	Add +3.7%
SN Sharkninja Inc.	1.51%	1,048,390	$102.1M	Add +30.1%
COHR Coherent Corp.	1.46%	1,046,785	$99.2M	Reduce -21.2%
FIX Comfort Systems USA Inc.	1.45%	232,053	$98.4M	Reduce -40.3%
FLR Fluor Corp.	1.42%	1,952,254	$96.3M	Add +58.4%
VRNS Varonis Systems Inc.	1.39%	2,116,882	$94.1M	Add +12.3%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC	1.38%	931,939	$93.8M	Reduce -35.5%
DAVE Dave Inc.	1.37%	1,068,756	$92.9M	Add +466.0%
RDNT Radnet Inc.	1.36%	1,322,879	$92.4M	Add +3.1%
KNF Knife River Corp.	1.36%	906,534	$92.1M	Add +4.3%
SITM Sitime Corp.	1.34%	421,960	$90.5M	Add +27.0%
ATRC Atricure Inc.	1.32%	2,923,731	$89.3M	Add +3.3%
OLLI Ollie's Bargain Outlet Holdi	1.28%	787,934	$86.5M	Add +2.9%
CYBR Cyberark Software Ltd./Israel	1.24%	252,975	$84.3M	Add +0.4%
SRRK Scholar Rock Holding Corp.	1.21%	1,898,641	$82.1M	Reduce -19.2%
SG Sweetgreen Inc. Class A	1.19%	2,521,396	$80.8M	Reduce -7.6%
KRYS Krystal Biotech Inc.	1.19%	512,726	$80.3M	Add +2.1%
CLH Clean Harbors Inc.	1.16%	341,701	$78.6M	Reduce -34.9%
EXP Eagle Materials Inc.	1.13%	311,335	$76.8M	Add +1.8%
BPMC Blueprint Medicines Corp.	1.13%	879,932	$76.7M	Add +30.9%
RVMD Revolution Medicines Inc.	1.08%	1,678,434	$73.4M	Add +25.9%
DIOD Diodes Inc.	1.06%	1,168,097	$72.0M	New
CUBI Customers Bancorp Inc.	1.06%	1,470,951	$71.6M	Add +40.1%
VSXY Victoria's Secret & Co.	1.05%	1,724,125	$71.4M	Reduce -0.7%
VRNA Verona Pharma Ltd.	1.02%	1,485,256	$69.0M	Add +3.6%
LNTH Lantheus Holdings Inc.	1.00%	758,697	$67.9M	Reduce -37.4%
IOVA Iovance Biotherapeutics Inc.	0.98%	8,991,573	$66.5M	Add +10.4%
KTOS Kratos Defense & Security	0.92%	2,373,151	$62.6M	Reduce -23.8%
CWH Camping World Holdings Inc. Class A	0.92%	2,947,935	$62.1M	New
LTH Life Time Group Holdings Inc.	0.91%	2,787,210	$61.7M	Add +2.4%
EXLS Exlservice Holdings Inc.	0.91%	1,381,290	$61.3M	Add +3.3%
RXO Rxo Inc.	0.83%	2,371,681	$56.5M	Reduce -13.9%
ALHC Alignment Healthcare Inc.	0.82%	4,952,995	$55.7M	Add +39.6%
AXSM Axsome Therapeutics Inc.	0.81%	644,785	$54.6M	Add +3.1%
OSIS Osi Systems Inc.	0.81%	325,679	$54.5M	Reduce -7.6%
VSH Vishay Intertechnology Inc.	0.80%	3,179,455	$53.9M	New
BB Blackberry Ltd.	0.79%	14,091,726	$53.3M	New
CECO Ceco Environmental Corp.	0.78%	1,740,740	$52.6M	Add +63.0%
ITCI Intra-Cellular Therapies Inc.	0.76%	615,161	$51.4M	Add +2.5%
FN Fabrinet	0.74%	228,742	$50.3M	Add +51.0%
NOG Northern Oil and Gas Inc.	0.74%	1,352,583	$50.3M	Reduce -9.4%
QXO Qxo Inc.	0.73%	3,129,149	$49.8M	Reduce -19.8%
GLBE Global-E Online Ltd.	0.73%	905,174	$49.4M	Reduce -37.8%
NBIX Neurocrine Biosciences Inc.	0.72%	355,058	$48.5M	Add +34.9%
GTM Zoominfo Technologies Inc.	0.71%	4,599,072	$48.3M	New
DNN Denison Mines Corp.	0.71%	26,621,140	$47.9M	Reduce -6.3%
CIEN Ciena Corp.	0.70%	556,249	$47.2M	Reduce -31.0%
CYTK Cytokinetics Inc.	0.69%	989,248	$46.5M	Reduce -0.2%
TNDM Tandem Diabetes Care Inc.	0.68%	1,278,047	$46.0M	New
LSCC Lattice Semiconductor Corp.	0.65%	779,300	$44.1M	New
CWAN Clearwater Analytics HDS-A	0.65%	1,591,959	$43.8M	Reduce -51.2%
TGTX TG Therapeutics Inc.	0.65%	1,455,323	$43.8M	Reduce -10.7%
CRNX Crinetics Pharmaceuticals Inc.	0.64%	851,400	$43.5M	Add +2.0%
GENI Genius Sports Ltd.	0.64%	5,026,233	$43.5M	Add +6.3%
HASI Ha Sustainable Infrastructur	0.64%	1,603,857	$43.0M	Add +6.7%
FIP Ftai Infrastructure Inc.	0.63%	5,891,840	$42.8M	Add +32.7%
BASE Couchbase Inc.	0.63%	2,738,468	$42.7M	Add +38.2%
ASO Academy Sports & Outdoors Inc.	0.62%	735,608	$42.3M	New
AOSL Alpha & Omega Semiconductor	0.62%	1,138,597	$42.2M	New
LB Landbridge Co. LLC-A	0.61%	641,345	$41.4M	New
ENSG The Ensign Group Inc.	0.60%	304,309	$40.4M	Add +58.6%
MDGL Madrigal Pharmaceuticals Inc.	0.58%	127,839	$39.4M	New
MTSI Macom Technology Solutions H	0.56%	294,449	$38.3M	Reduce -63.2%
RYTM Rhythm Pharmaceuticals Inc.	0.53%	643,691	$36.0M	Add +4.7%
FROG Jfrog Ltd.	0.53%	1,213,862	$35.7M	Add +72.6%
MLTX Moonlake Immunotherapeutics	0.52%	649,590	$35.2M	Add +0.5%
KEX Kirby Corp.	0.51%	327,296	$34.6M	Reduce -64.6%
KRNT Kornit Digital Ltd.	0.50%	1,099,725	$34.0M	Add +47.2%
SEM Select Medical Holdings Corp.	0.49%	1,755,733	$33.1M	Add +404.8%
PCVX Vaxcyte Inc.	0.49%	401,442	$32.9M	New
DOCN Digitalocean Holdings Inc.	0.48%	963,049	$32.8M	Reduce -5.4%
LITE Lumentum Holdings Inc.	0.48%	390,832	$32.8M	New
FLS Flowserve Corp.	0.48%	569,667	$32.8M	Add +0.2%
ODD Oddity Tech Ltd. Class A	0.45%	729,536	$30.7M	Add +1.6%
AMSC American Superconductor Corp.	0.45%	1,236,146	$30.4M	Reduce -13.7%
PAR Par Technology Corp.	0.45%	418,220	$30.4M	New
BHVN Biohaven Ltd.	0.43%	783,672	$29.3M	Reduce -13.2%
ENOV Enovis Corp.	0.43%	661,430	$29.0M	New
TILE Interface Inc.	0.43%	1,186,750	$28.9M	New
IMVT Immunovant Inc.	0.42%	1,145,618	$28.4M	Add +0.2%
LOVE The Lovesac Co.	0.34%	986,947	$23.4M	Add +6.4%
GFL GFL Environmental Inc.-Sub VT	0.30%	453,907	$20.2M	Add +10.8%
MDU Mdu Resources Group Inc.	0.29%	1,108,137	$20.0M	Add +0.3%
MRVL Marvell Technology Inc.	0.28%	171,765	$19.0M	Add +21.9%
OS Onestream Inc.	0.27%	646,112	$18.4M	New
KRUS Kura Sushi USA Inc. Class A	0.27%	201,806	$18.3M	Add +109.2%
ECG Everus Construction Group	0.27%	277,015	$18.2M	Add +0.3%
IIIV I3 Verticals Inc. Class A	0.25%	743,705	$17.1M	Reduce -44.6%
HAE Haemonetics Corp.	0.25%	214,290	$16.7M	Add +6.8%
TTMI TTM Technologies	0.22%	615,278	$15.2M	Add +7.0%
RDDT Reddit Inc. Class A	0.19%	80,678	$13.2M	Add +5.4%
SFM Sprouts Farmers Market Inc.	0.17%	92,682	$11.8M	Add +6.4%
XMTR Xometry Inc. Class A	0.17%	266,444	$11.4M	Add +26.9%
AR Antero Resources Corp.	0.16%	314,601	$11.0M	Add +31.1%
VIK Viking Holdings Ltd.	0.16%	241,124	$10.6M	Add +8.9%
HUBB Hubbell Inc.	0.12%	19,863	$8.3M	New
BDRBF Bombardier Inc. Class B	0.12%	121,027	$8.2M	Reduce -4.4%
NRG NRG Energy Inc.	0.12%	89,303	$8.1M	Add +39.0%
NXE Nexgen Energy Ltd.	0.12%	1,198,641	$7.9M	Add +11.9%
RSI Rush Street Interactive Inc.	0.12%	575,156	$7.9M	Add +14.1%
QNST Quinstreet Inc.	0.11%	334,175	$7.7M	Reduce -11.8%
TWLO Twilio Inc. Class A	0.11%	69,564	$7.5M	New
WTTR Select Water Solutions Inc.	0.11%	549,376	$7.3M	New
SRAD Sportradar Group AG-A	0.11%	418,060	$7.2M	New
CDNS Cadence Design SYS Inc.	0.10%	23,226	$7.0M	Add +5.8%
CARILOHA INC - PROMISSORY NOTE	0.10%	6,660,819	$6.7M	New
NTRA Natera Inc.	0.10%	41,648	$6.6M	Add +5.7%
GLW Corning Inc.	0.10%	137,668	$6.5M	Add +5.7%
DD Dupont DE Nemours Inc.	0.10%	84,565	$6.4M	Reduce -16.1%
GH Guardant Health Inc.	0.09%	200,957	$6.1M	Add +5.8%
S Sentinelone Inc. Class A	0.09%	263,519	$5.9M	Add +5.5%
SYM Symbotic Inc.	0.08%	240,571	$5.7M	New
CON Concentra Group Holdings Par	0.08%	265,357	$5.2M	Reduce -5.5%
TPR Tapestry Inc.	0.08%	79,500	$5.2M	New
AS Amer Sports Inc.	0.08%	183,225	$5.1M	New
EXE Expand Energy Corp.	0.07%	50,964	$5.1M	New
ANF Abercrombie & Fitch Co. Class A	0.07%	30,158	$4.5M	Reduce -33.9%
AGX Argan Inc.	0.06%	30,902	$4.2M	Reduce -66.7%
SDHC Smith Douglas Homes Corp.	0.06%	162,622	$4.2M	Reduce -82.0%
NHC National Healthcare Corp.	0.06%	37,409	$4.0M	Add +5.3%
MDB Mongodb Inc.	0.06%	16,784	$3.9M	Reduce -24.6%
AEYE Audioeye Inc.	0.06%	245,800	$3.7M	New
ENTG Entegris Inc.	0.06%	37,648	$3.7M	Reduce -29.0%
AIOT Powerfleet Inc.	0.05%	514,960	$3.4M	New
MKSI MKS Inc. filed as MKS INSTRS INC	0.05%	32,826	$3.4M	Add +5.2%
CAN Canaan Inc.	0.03%	962,234	$2.0M	New
CYH Community Health Systems Inc.	0.03%	640,935	$1.9M	Add +5.2%
LSEA Landsea Homes Corp.	0.03%	218,422	$1.9M	Reduce -55.2%
VKTX Viking Therapeutics Inc.	0.03%	43,530	$1.8M	Reduce -94.7%
VBNK Versabank	0.01%	61,267	$849K	New
CCJ Cameco Corp.	0.01%	13,581	$698K	Add +158.8%
GGAL Grupo Financiero Galicia-ADR	0.01%	10,337	$644K	Add +158.8%
TGS Transportador Gas-ADR SP B	0.01%	21,999	$644K	New
PAM Pampa Energia SA-Spon ADR	0.01%	6,733	$592K	New
DESP Despegar.com Corp.	0.01%	28,921	$557K	Add +84.1%
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A	0.01%	27,905	$532K	Add +153.1%
TSEM Tower Semiconductor Ltd.	0.01%	9,293	$479K	New
CEVA Ceva Inc.	0.01%	14,979	$473K	New
TFII Tfi International Inc.	0.01%	3,208	$433K	Reduce -98.7%
BMA Banco Macro SA-ADR	0.01%	4,449	$430K	Add +123.2%
NYAX Nayax Ltd.	0.01%	14,118	$412K	Add +144.6%
TBBB BBB Foods Inc. Class A	0.01%	13,176	$373K	Add +144.6%
NVT Nvent Electric PLC	0.01%	5,386	$367K	New
BIRK Birkenstock Holding PLC	0.01%	5,949	$337K	New
PNR Pentair PLC	0.00%	3,134	$315K	Add +126.9%
ESTA Establishment Labs Holdings	0.00%	5,920	$273K	Add +236.4%
NBIS Nebius Group NV	0.00%	7,864	$218K	New
CDRO Codere Online Luxembourg SA	0.00%	25,596	$165K	Add +64.7%

Portfolio Sells Q3 2024 → Q4 2024


KEX Kirby Corp.	Reduce -64.6%	0.51%	−1.32
FORM Formfactor Inc.	Sold out	0.00%	−1.21
LNTH Lantheus Holdings Inc.	Reduce -37.4%	1.00%	−1.15
GVA Granite Construction Inc.	Sold out	0.00%	−1.08
FIX Comfort Systems USA Inc.	Reduce -40.3%	1.45%	−1.00
OPCH Option Care Health Inc.	Sold out	0.00%	−0.98
CLH Clean Harbors Inc.	Reduce -34.9%	1.16%	−0.89
TMDX Transmedics Group Inc.	Sold out	0.00%	−0.87
MTSI Macom Technology Solutions H	Reduce -63.2%	0.56%	−0.87
CZR Caesars Entertainment Inc.	Sold out	0.00%	−0.84
VKTX Viking Therapeutics Inc.	Reduce -94.7%	0.03%	−0.81
CWAN Clearwater Analytics HDS-A	Reduce -51.2%	0.65%	−0.68
EVH Evolent Health Inc. Class A	Sold out	0.00%	−0.59
SPXC SPX Technologies Inc.	Sold out	0.00%	−0.56
TFII Tfi International Inc.	Reduce -98.7%	0.01%	−0.53
PSN Parsons Corp.	Sold out	0.00%	−0.52
SDHC Smith Douglas Homes Corp.	Reduce -82.0%	0.06%	−0.49
DFH Dream Finders Homes Inc. Class A	Sold out	0.00%	−0.48
QTWO Q2 Holdings Inc.	Reduce -35.5%	1.38%	−0.48
TRNS Transcat Inc.	Sold out	0.00%	−0.47
COHR Coherent Corp.	Reduce -21.2%	1.46%	−0.44
ROAD Construction Partners Inc. Class A	Sold out	0.00%	−0.44
RXO Rxo Inc.	Reduce -13.9%	0.83%	−0.41
SG Sweetgreen Inc. Class A	Reduce -7.6%	1.19%	−0.37
BHVN Biohaven Ltd.	Reduce -13.2%	0.43%	−0.30
UCTT Ultra Clean Holdings Inc.	Sold out	0.00%	−0.30
QXO Qxo Inc.	Reduce -19.8%	0.73%	−0.26
KTOS Kratos Defense & Security	Reduce -23.8%	0.92%	−0.25
IIIV I3 Verticals Inc. Class A	Reduce -44.6%	0.25%	−0.21
DOCN Digitalocean Holdings Inc.	Reduce -5.4%	0.48%	−0.18
PACS Pacs Group Inc.	Sold out	0.00%	−0.18
GLBE Global-E Online Ltd.	Reduce -37.8%	0.73%	−0.17
CYTK Cytokinetics Inc.	Reduce -0.2%	0.69%	−0.16
ROOT Root Inc./Oh Class A	Sold out	0.00%	−0.15
INDI Indie Semiconductor Inc. Class A	Sold out	0.00%	−0.14
DNN Denison Mines Corp.	Reduce -6.3%	0.71%	−0.13
STNG Scorpio Tankers Inc.	Sold out	0.00%	−0.13
ACAD Acadia Pharmaceuticals Inc.	Sold out	0.00%	−0.12
NOG Northern Oil and Gas Inc.	Reduce -9.4%	0.74%	−0.11
CIEN Ciena Corp.	Reduce -31.0%	0.70%	−0.10
EA Electronic Arts Inc.	Sold out	0.00%	−0.10
AMSC American Superconductor Corp.	Reduce -13.7%	0.45%	−0.10
AGX Argan Inc.	Reduce -66.7%	0.06%	−0.09
APG Api Group Corp.	Sold out	0.00%	−0.08
LSEA Landsea Homes Corp.	Reduce -55.2%	0.03%	−0.07
OSIS Osi Systems Inc.	Reduce -7.6%	0.81%	−0.06
EVER Everquote Inc. Class A	Sold out	0.00%	−0.05
PAL Proficient Auto Logistics Inc.	Sold out	0.00%	−0.05
DD Dupont DE Nemours Inc.	Reduce -16.1%	0.10%	−0.05
ENTG Entegris Inc.	Reduce -29.0%	0.06%	−0.04

Portfolio Buys Q3 2024 → Q4 2024


NFE New Fortress Energy Inc.	New	2.29%	+2.29
DAVE Dave Inc.	Add +466.0%	1.37%	+1.25
DIOD Diodes Inc.	New	1.06%	+1.06
CWH Camping World Holdings Inc. Class A	New	0.92%	+0.92
VSH Vishay Intertechnology Inc.	New	0.80%	+0.80
BB Blackberry Ltd.	New	0.79%	+0.79
GTM Zoominfo Technologies Inc.	New	0.71%	+0.71
TNDM Tandem Diabetes Care Inc.	New	0.68%	+0.68
LSCC Lattice Semiconductor Corp.	New	0.65%	+0.65
SMTC Semtech Corp.	Add +1.8%	3.15%	+0.65
ASO Academy Sports & Outdoors Inc.	New	0.62%	+0.62
AOSL Alpha & Omega Semiconductor	New	0.62%	+0.62
LB Landbridge Co. LLC-A	New	0.61%	+0.61
MDGL Madrigal Pharmaceuticals Inc.	New	0.58%	+0.58
PCVX Vaxcyte Inc.	New	0.49%	+0.49
LITE Lumentum Holdings Inc.	New	0.48%	+0.48
FLR Fluor Corp.	Add +58.4%	1.42%	+0.47
PAR Par Technology Corp.	New	0.45%	+0.45
ENOV Enovis Corp.	New	0.43%	+0.43
TILE Interface Inc.	New	0.43%	+0.43
SITM Sitime Corp.	Add +27.0%	1.34%	+0.42
VRNA Verona Pharma Ltd.	Add +3.6%	1.02%	+0.35
SEM Select Medical Holdings Corp.	Add +404.8%	0.49%	+0.29
CECO Ceco Environmental Corp.	Add +63.0%	0.78%	+0.29
FTAI Ftai Aviation Ltd.	Add +8.0%	4.40%	+0.29
OS Onestream Inc.	New	0.27%	+0.27
CUBI Customers Bancorp Inc.	Add +40.1%	1.06%	+0.27
NBIX Neurocrine Biosciences Inc.	Add +34.9%	0.72%	+0.23
HCI Hci Group Inc.	Add +15.7%	1.62%	+0.21
XPO Xpo Inc.	Add +3.7%	1.55%	+0.21
FROG Jfrog Ltd.	Add +72.6%	0.53%	+0.20
KRNT Kornit Digital Ltd.	Add +47.2%	0.50%	+0.19
CCOI Cogent Communications Holdin	Add +21.8%	1.63%	+0.19
FN Fabrinet	Add +51.0%	0.74%	+0.16
ENSG The Ensign Group Inc.	Add +58.6%	0.60%	+0.15
ALHC Alignment Healthcare Inc.	Add +39.6%	0.82%	+0.15
KRUS Kura Sushi USA Inc. Class A	Add +109.2%	0.27%	+0.14
MTZ Mastec Inc.	Add +3.5%	3.08%	+0.14
BPMC Blueprint Medicines Corp.	Add +30.9%	1.13%	+0.13
HUBB Hubbell Inc.	New	0.12%	+0.12
MRVL Marvell Technology Inc.	Add +21.9%	0.28%	+0.12
BASE Couchbase Inc.	Add +38.2%	0.63%	+0.11
RDDT Reddit Inc. Class A	Add +5.4%	0.19%	+0.11
TWLO Twilio Inc. Class A	New	0.11%	+0.11
RVMD Revolution Medicines Inc.	Add +25.9%	1.08%	+0.11
WTTR Select Water Solutions Inc.	New	0.11%	+0.11
SRAD Sportradar Group AG-A	New	0.11%	+0.11
KNF Knife River Corp.	Add +4.3%	1.36%	+0.11
XMTR Xometry Inc. Class A	Add +26.9%	0.17%	+0.11
CARILOHA INC - PROMISSORY NOTE	New	0.10%	+0.10

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