Hood River Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Hood River Capital Management LLC reported 144 stock positions worth $5.9 billion. Its top holding was Aci Worldwide (ACIW) at 3.2% of the portfolio, followed by Mastec (MTZ, 3.1%) and Hci (HCI, 2.4%). Compared with Q4 2024, it opened 31 new positions, sold out of 46, added to 90 and reduced 22. The biggest buy was a new position in Chart Industries (GTLS) and the biggest sale Ftai Aviation (FTAI, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $5.9B (Q1 2025)
- SEC Filing
- 0001214659-25-007676 ↗ filed May 15, 2025
Holdings Value
Holdings 144 stocks · $5.9B
| ACIW Aci Worldwide Inc. | 3.22% | 3,452,073 | $188.9M | Add +2.3% |
| MTZ Mastec Inc. | 3.10% | 1,554,387 | $181.4M | Add +1.5% |
| HCI Hci Group Inc. | 2.40% | 941,323 | $140.5M | Add +0.1% |
| APLD Applied Digital Corp. | 2.04% | 21,266,717 | $119.5M | Add +40.4% |
| INSM Insmed Inc. | 2.03% | 1,558,286 | $118.9M | Add +2.1% |
| WAL Western Alliance Bancorp | 1.79% | 1,367,013 | $105.0M | Add +9.4% |
| NFE New Fortress Energy Inc. | 1.78% | 12,564,654 | $104.4M | Add +22.6% |
| KNF Knife River Corp. | 1.75% | 1,136,223 | $102.5M | Add +25.3% |
| VRNA Verona Pharma Ltd. | 1.66% | 1,532,348 | $97.3M | Add +3.2% |
| ALHC Alignment Healthcare Inc. | 1.65% | 5,205,912 | $96.9M | Add +5.1% |
| ATRC Atricure Inc. | 1.65% | 2,999,207 | $96.8M | Add +2.6% |
| KRYS Krystal Biotech Inc. | 1.61% | 524,644 | $94.6M | Add +2.3% |
| DAVE Dave Inc. | 1.59% | 1,126,816 | $93.1M | Add +5.4% |
| VRNS Varonis Systems Inc. | 1.49% | 2,162,555 | $87.5M | Add +2.2% |
| CYBR Cyberark Software Ltd./Israel | 1.49% | 257,601 | $87.1M | Add +1.8% |
| XPO Xpo Inc. | 1.46% | 794,788 | $85.5M | Reduce -0.5% |
| LTH Life Time Group Holdings Inc. | 1.41% | 2,729,858 | $82.4M | Reduce -2.1% |
| VSH Vishay Intertechnology Inc. | 1.40% | 5,172,692 | $82.2M | Add +62.7% |
| MDGL Madrigal Pharmaceuticals Inc. | 1.38% | 243,994 | $80.8M | Add +90.9% |
| SN Sharkninja Inc. | 1.36% | 958,664 | $80.0M | Reduce -8.6% |
| BPMC Blueprint Medicines Corp. | 1.36% | 900,205 | $79.7M | Add +2.3% |
| FN Fabrinet | 1.32% | 391,837 | $77.4M | Add +71.3% |
| FIX Comfort Systems USA Inc. | 1.31% | 238,480 | $76.9M | Add +2.8% |
| SITM Sitime Corp. | 1.30% | 496,594 | $75.9M | Add +17.7% |
| LITE Lumentum Holdings Inc. | 1.29% | 1,211,902 | $75.5M | Add +210.1% |
| CUBI Customers Bancorp Inc. | 1.28% | 1,499,609 | $75.3M | Add +1.9% |
| CCOI Cogent Communications Holdin | 1.27% | 1,211,918 | $74.3M | Reduce -15.7% |
| EXLS Exlservice Holdings Inc. | 1.26% | 1,564,969 | $73.9M | Add +13.3% |
| OSIS Osi Systems Inc. | 1.24% | 373,158 | $72.5M | Add +14.6% |
| LNTH Lantheus Holdings Inc. | 1.23% | 740,153 | $72.2M | Reduce -2.4% |
| KTOS Kratos Defense & Security | 1.23% | 2,431,306 | $72.2M | Add +2.5% |
| EXP Eagle Materials Inc. | 1.20% | 316,578 | $70.3M | Add +1.7% |
| LSCC Lattice Semiconductor Corp. | 1.16% | 1,291,320 | $67.7M | Add +65.7% |
| RDNT Radnet Inc. | 1.15% | 1,356,115 | $67.4M | Add +2.5% |
| GENI Genius Sports Ltd. | 1.13% | 6,595,949 | $66.0M | Add +31.2% |
| CLH Clean Harbors Inc. | 1.11% | 328,673 | $64.8M | Reduce -3.8% |
| SRRK Scholar Rock Holding Corp. | 1.07% | 1,944,158 | $62.5M | Add +2.4% |
| TGTX TG Therapeutics Inc. | 1.05% | 1,556,488 | $61.4M | Add +7.0% |
| RVMD Revolution Medicines Inc. | 1.04% | 1,717,048 | $60.7M | Add +2.3% |
| GTM Zoominfo Technologies Inc. | 0.99% | 5,818,235 | $58.2M | Add +26.5% |
| CWH Camping World Holdings Inc. Class A | 0.98% | 3,554,133 | $57.4M | Add +20.6% |
| SMTC Semtech Corp. | 0.97% | 1,650,102 | $56.8M | Reduce -52.2% |
| ENOV Enovis Corp. | 0.94% | 1,442,583 | $55.1M | Add +118.1% |
| GTLS Chart Industries Inc. | 0.93% | 376,995 | $54.4M | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.93% | 467,326 | $54.4M | Reduce -40.7% |
| TMDX Transmedics Group Inc. | 0.91% | 795,771 | $53.5M | New |
| FCFS Firstcash Holdings Inc. | 0.88% | 428,594 | $51.6M | New |
| FTAI Ftai Aviation Ltd. | 0.88% | 464,294 | $51.6M | Reduce -77.6% |
| CIEN Ciena Corp. | 0.87% | 847,682 | $51.2M | Add +52.4% |
| CYTK Cytokinetics Inc. | 0.86% | 1,256,580 | $50.5M | Add +27.0% |
| SEM Select Medical Holdings Corp. | 0.86% | 3,017,029 | $50.4M | Add +71.8% |
| AOSL Alpha & Omega Semiconductor | 0.84% | 1,986,142 | $49.4M | Add +74.4% |
| RMBS Rambus Inc. | 0.83% | 944,894 | $48.9M | New |
| LB Landbridge Co. LLC-A | 0.79% | 641,345 | $46.1M | No change |
| HASI Ha Sustainable Infrastructur | 0.77% | 1,551,567 | $45.4M | Reduce -3.3% |
| TNDM Tandem Diabetes Care Inc. | 0.76% | 2,312,044 | $44.3M | Add +80.9% |
| CECO Ceco Environmental Corp. | 0.75% | 1,927,668 | $44.0M | Add +10.7% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.74% | 545,780 | $43.7M | Reduce -41.4% |
| FLS Flowserve Corp. | 0.71% | 853,580 | $41.7M | Add +49.8% |
| NOG Northern Oil and Gas Inc. | 0.71% | 1,377,980 | $41.7M | Add +1.9% |
| AXON Axon Enterprise Inc. | 0.69% | 77,258 | $40.6M | Reduce -70.0% |
| FLR Fluor Corp. | 0.69% | 1,122,875 | $40.2M | Reduce -42.5% |
| ENSG The Ensign Group Inc. | 0.67% | 304,754 | $39.4M | Add +0.1% |
| WAY Waystar Holding Corp. | 0.64% | 1,011,502 | $37.8M | New |
| RXO Rxo Inc. | 0.64% | 1,966,334 | $37.6M | Reduce -17.1% |
| NBIX Neurocrine Biosciences Inc. | 0.64% | 337,164 | $37.3M | Reduce -5.0% |
| FROG Jfrog Ltd. | 0.61% | 1,121,251 | $35.9M | Reduce -7.6% |
| GVA Granite Construction Inc. | 0.61% | 473,856 | $35.7M | New |
| DNN Denison Mines Corp. | 0.60% | 26,898,811 | $35.0M | Add +1.0% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.60% | 659,431 | $34.9M | Add +2.5% |
| DOCN Digitalocean Holdings Inc. | 0.56% | 984,749 | $32.9M | Add +2.3% |
| TILE Interface Inc. | 0.55% | 1,629,742 | $32.3M | Add +37.3% |
| ODD Oddity Tech Ltd. Class A | 0.54% | 737,499 | $31.9M | Add +1.1% |
| VERX Vertex Inc. Class A | 0.54% | 901,873 | $31.6M | New |
| IOVA Iovance Biotherapeutics Inc. | 0.52% | 9,216,040 | $30.7M | Add +2.5% |
| APG Api Group Corp. | 0.52% | 855,771 | $30.6M | New |
| ESE Esco Technologies Inc. | 0.52% | 189,711 | $30.2M | New |
| KRNT Kornit Digital Ltd. | 0.51% | 1,569,499 | $29.9M | Add +42.7% |
| COHR Coherent Corp. | 0.50% | 451,939 | $29.3M | Reduce -56.8% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.50% | 872,635 | $29.3M | Add +2.5% |
| PCVX Vaxcyte Inc. | 0.48% | 751,614 | $28.4M | Add +87.2% |
| CDNA Caredx Inc. | 0.48% | 1,583,956 | $28.1M | New |
| FIP Ftai Infrastructure Inc. | 0.46% | 5,911,277 | $26.8M | Add +0.3% |
| UTI Universal Technical Institut | 0.45% | 1,021,592 | $26.2M | New |
| MLTX Moonlake Immunotherapeutics | 0.44% | 662,983 | $25.9M | Add +2.1% |
| PAR Par Technology Corp. | 0.44% | 420,138 | $25.8M | Add +0.5% |
| TRNS Transcat Inc. | 0.43% | 341,148 | $25.4M | New |
| GFL GFL Environmental Inc.-Sub VT | 0.42% | 513,075 | $24.8M | Add +13.0% |
| TTMI TTM Technologies | 0.39% | 1,113,394 | $22.8M | Add +81.0% |
| AMSC American Superconductor Corp. | 0.38% | 1,239,096 | $22.5M | Add +0.2% |
| IMVT Immunovant Inc. | 0.34% | 1,175,863 | $20.1M | Add +2.6% |
| MDU Mdu Resources Group Inc. | 0.32% | 1,123,736 | $19.0M | Add +1.4% |
| SFM Sprouts Farmers Market Inc. | 0.28% | 108,649 | $16.6M | Add +17.2% |
| ASO Academy Sports & Outdoors Inc. | 0.27% | 347,848 | $15.9M | Reduce -52.7% |
| LOVE The Lovesac Co. | 0.26% | 842,206 | $15.3M | Reduce -14.7% |
| AR Antero Resources Corp. | 0.25% | 368,994 | $14.9M | Add +17.3% |
| MOD Modine Manufacturing Co. | 0.23% | 174,892 | $13.4M | New |
| CELH Celsius Holdings Inc. | 0.23% | 372,567 | $13.3M | New |
| CORZ Core Scientific Inc. | 0.22% | 1,760,170 | $12.7M | New |
| NRG NRG Energy Inc. | 0.20% | 120,638 | $11.5M | Add +35.1% |
Portfolio Sells Q4 2024 → Q1 2025
| FTAI Ftai Aviation Ltd. | Reduce -77.6% | 0.88% | −3.52 |
| SMTC Semtech Corp. | Reduce -52.2% | 0.97% | −2.18 |
| AXON Axon Enterprise Inc. | Reduce -70.0% | 0.69% | −1.57 |
| DIOD Diodes Inc. | Sold out | 0.00% | −1.06 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −1.05 |
| SG Sweetgreen Inc. Class A | Reduce -83.2% | 0.18% | −1.01 |
| COHR Coherent Corp. | Reduce -56.8% | 0.50% | −0.96 |
| AXSM Axsome Therapeutics Inc. | Sold out | 0.00% | −0.81 |
| BB Blackberry Ltd. | Sold out | 0.00% | −0.79 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.76 |
| FLR Fluor Corp. | Reduce -42.5% | 0.69% | −0.74 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.73 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −0.73 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.65 |
| QTWO Q2 Holdings Inc. | Reduce -41.4% | 0.74% | −0.64 |
| BASE Couchbase Inc. | Sold out | 0.00% | −0.63 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −0.56 |
| KEX Kirby Corp. | Sold out | 0.00% | −0.51 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.43 |
| CCOI Cogent Communications Holdin | Reduce -15.7% | 1.27% | −0.37 |
| ASO Academy Sports & Outdoors Inc. | Reduce -52.7% | 0.27% | −0.35 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -40.7% | 0.93% | −0.35 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.28 |
| OS Onestream Inc. | Sold out | 0.00% | −0.27 |
| KRUS Kura Sushi USA Inc. Class A | Sold out | 0.00% | −0.27 |
| ECG Everus Construction Group | Sold out | 0.00% | −0.27 |
| IIIV I3 Verticals Inc. Class A | Sold out | 0.00% | −0.25 |
| HAE Haemonetics Corp. | Sold out | 0.00% | −0.25 |
| RXO Rxo Inc. | Reduce -17.1% | 0.64% | −0.19 |
| SN Sharkninja Inc. | Reduce -8.6% | 1.36% | −0.14 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −0.11 |
| CARILOHA INC - PROMISSORY NOTE | Sold out | 0.00% | −0.10 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.10 |
| XPO Xpo Inc. | Reduce -0.5% | 1.46% | −0.09 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.09 |
| LOVE The Lovesac Co. | Reduce -14.7% | 0.26% | −0.08 |
| NBIX Neurocrine Biosciences Inc. | Reduce -5.0% | 0.64% | −0.08 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.07 |
| SDHC Smith Douglas Homes Corp. | Sold out | 0.00% | −0.06 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.06 |
| HUBB Hubbell Inc. | Reduce -41.2% | 0.07% | −0.06 |
| CLH Clean Harbors Inc. | Reduce -3.8% | 1.11% | −0.06 |
| AEYE Audioeye Inc. | Sold out | 0.00% | −0.06 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.06 |
| BDRBF Bombardier Inc. Class B | Reduce -40.5% | 0.07% | −0.05 |
| MKSI MKS Inc. | Sold out | 0.00% | −0.05 |
| CAN Canaan Inc. | Sold out | 0.00% | −0.03 |
| LSEA Landsea Homes Corp. | Sold out | 0.00% | −0.03 |
| VBNK Versabank | Sold out | 0.00% | −0.01 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GTLS Chart Industries Inc. | New | 0.93% | +0.93 |
| TMDX Transmedics Group Inc. | New | 0.91% | +0.91 |
| FCFS Firstcash Holdings Inc. | New | 0.88% | +0.88 |
| RMBS Rambus Inc. | New | 0.83% | +0.83 |
| ALHC Alignment Healthcare Inc. | Add +5.1% | 1.65% | +0.83 |
| LITE Lumentum Holdings Inc. | Add +210.1% | 1.29% | +0.80 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +90.9% | 1.38% | +0.80 |
| HCI Hci Group Inc. | Add +0.1% | 2.40% | +0.78 |
| WAY Waystar Holding Corp. | New | 0.64% | +0.64 |
| VRNA Verona Pharma Ltd. | Add +3.2% | 1.66% | +0.64 |
| ACIW Aci Worldwide Inc. | Add +2.3% | 3.22% | +0.64 |
| GVA Granite Construction Inc. | New | 0.61% | +0.61 |
| VSH Vishay Intertechnology Inc. | Add +62.7% | 1.40% | +0.61 |
| FN Fabrinet | Add +71.3% | 1.32% | +0.58 |
| VERX Vertex Inc. Class A | New | 0.54% | +0.54 |
| APG Api Group Corp. | New | 0.52% | +0.52 |
| ESE Esco Technologies Inc. | New | 0.52% | +0.52 |
| ENOV Enovis Corp. | Add +118.1% | 0.94% | +0.51 |
| LSCC Lattice Semiconductor Corp. | Add +65.7% | 1.16% | +0.50 |
| GENI Genius Sports Ltd. | Add +31.2% | 1.13% | +0.48 |
| CDNA Caredx Inc. | New | 0.48% | +0.48 |
| INSM Insmed Inc. | Add +2.1% | 2.03% | +0.47 |
| UTI Universal Technical Institut | New | 0.45% | +0.45 |
| TRNS Transcat Inc. | New | 0.43% | +0.43 |
| OSIS Osi Systems Inc. | Add +14.6% | 1.24% | +0.43 |
| KRYS Krystal Biotech Inc. | Add +2.3% | 1.61% | +0.43 |
| TGTX TG Therapeutics Inc. | Add +7.0% | 1.05% | +0.40 |
| KNF Knife River Corp. | Add +25.3% | 1.75% | +0.39 |
| SEM Select Medical Holdings Corp. | Add +71.8% | 0.86% | +0.37 |
| EXLS Exlservice Holdings Inc. | Add +13.3% | 1.26% | +0.36 |
| ATRC Atricure Inc. | Add +2.6% | 1.65% | +0.33 |
| APLD Applied Digital Corp. | Add +40.4% | 2.04% | +0.33 |
| KTOS Kratos Defense & Security | Add +2.5% | 1.23% | +0.31 |
| GTM Zoominfo Technologies Inc. | Add +26.5% | 0.99% | +0.28 |
| WAL Western Alliance Bancorp | Add +9.4% | 1.79% | +0.25 |
| CYBR Cyberark Software Ltd./Israel | Add +1.8% | 1.49% | +0.24 |
| MOD Modine Manufacturing Co. | New | 0.23% | +0.23 |
| FLS Flowserve Corp. | Add +49.8% | 0.71% | +0.23 |
| CUBI Customers Bancorp Inc. | Add +1.9% | 1.28% | +0.23 |
| CELH Celsius Holdings Inc. | New | 0.23% | +0.23 |
| BPMC Blueprint Medicines Corp. | Add +2.3% | 1.36% | +0.23 |
| AOSL Alpha & Omega Semiconductor | Add +74.4% | 0.84% | +0.22 |
| DAVE Dave Inc. | Add +5.4% | 1.59% | +0.22 |
| CORZ Core Scientific Inc. | New | 0.22% | +0.22 |
| BFLY Butterfly Network Inc. | New | 0.19% | +0.19 |
| CIEN Ciena Corp. | Add +52.4% | 0.87% | +0.18 |
| CYTK Cytokinetics Inc. | Add +27.0% | 0.86% | +0.17 |
| TTMI TTM Technologies | Add +81.0% | 0.39% | +0.16 |
| OKTA Okta Inc. | New | 0.15% | +0.15 |
| TBBB BBB Foods Inc. Class A | Add +2288.5% | 0.14% | +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 |