Hood River Capital Management LLC

Name: Hood River Capital Management LLC 13F holdings, Q1 2025
Creator: Hood River Capital Management LLC
Published: 2025-05-15

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

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%
BFLY Butterfly Network Inc.	0.19%	4,950,868	$11.3M	New
SG Sweetgreen Inc. Class A	0.18%	423,707	$10.6M	Reduce -83.2%
GH Guardant Health Inc.	0.17%	236,064	$10.1M	Add +17.5%
VIK Viking Holdings Ltd.	0.16%	241,992	$9.6M	Add +0.4%
TWLO Twilio Inc. Class A	0.16%	98,061	$9.6M	Add +41.0%
OKTA Okta Inc.	0.15%	84,233	$8.9M	New
RDDT Reddit Inc. Class A	0.15%	83,388	$8.7M	Add +3.4%
TBBB BBB Foods Inc. Class A	0.14%	314,711	$8.4M	Add +2288.5%
XMTR Xometry Inc. Class A	0.13%	312,112	$7.8M	Add +17.1%
AGX Argan Inc.	0.13%	58,622	$7.7M	Add +89.7%
WTTR Select Water Solutions Inc.	0.13%	730,137	$7.7M	Add +32.9%
AS Amer Sports Inc.	0.13%	277,786	$7.4M	Add +51.6%
DD Dupont DE Nemours Inc.	0.13%	99,200	$7.4M	Add +17.3%
GLW Corning Inc.	0.13%	161,778	$7.4M	Add +17.5%
SYM Symbotic Inc.	0.13%	365,521	$7.4M	Add +51.9%
PRTH Priority Technology Holdings	0.13%	1,076,166	$7.3M	New
RSI Rush Street Interactive Inc.	0.12%	675,089	$7.2M	Add +17.4%
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC	0.12%	75,024	$7.0M	New
CDNS Cadence Design SYS Inc.	0.12%	27,351	$7.0M	Add +17.8%
EXE Expand Energy Corp.	0.11%	59,561	$6.6M	Add +16.9%
NPB Northpointe Bancshares Inc.	0.11%	455,646	$6.6M	New
TPR Tapestry Inc.	0.11%	93,427	$6.6M	Add +17.5%
NXE Nexgen Energy Ltd.	0.11%	1,447,652	$6.5M	Add +20.8%
QNST Quinstreet Inc.	0.11%	362,312	$6.5M	Add +8.4%
CLS Celestica Inc.	0.10%	76,200	$6.0M	New
CON Concentra Group Holdings Par	0.10%	265,914	$5.8M	Add +0.2%
INR Infinity Natural Resour Class A	0.10%	305,425	$5.7M	New
TTWO Take-Two Interactive Softwre	0.10%	27,605	$5.7M	New
PTCT PTC Therapeutics Inc.	0.07%	84,372	$4.3M	New
NHC National Healthcare Corp.	0.07%	44,055	$4.1M	Add +17.8%
BDRBF Bombardier Inc. Class B	0.07%	71,999	$4.1M	Reduce -40.5%
HUBB Hubbell Inc.	0.07%	11,688	$3.9M	Reduce -41.2%
NEO Neogenomics Inc.	0.06%	341,936	$3.2M	New
AIOT Powerfleet Inc.	0.05%	555,551	$3.0M	Add +7.9%
CYH Community Health Systems Inc.	0.04%	761,967	$2.1M	Add +18.9%
VKTX Viking Therapeutics Inc.	0.02%	51,400	$1.2M	Add +18.1%
QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC	0.02%	26,300	$1.2M	New
BANCOLOMBIA S.A.-SPONS ADR	0.02%	28,400	$1.1M	New
LX Lexinfintech Holdings L-ADR	0.02%	111,000	$1.1M	New
ESTA Establishment Labs Holdings	0.02%	22,299	$910K	Add +276.7%
CCJ Cameco Corp.	0.02%	21,887	$901K	Add +61.2%
SMWB Similarweb Ltd.	0.01%	65,000	$538K	New
CYD China Yuchai Intl Ltd.	0.00%	13,938	$237K	New
VNET Vnet Group Inc.-ADR	0.00%	21,582	$177K	New

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