Hood River Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Hood River Capital Management LLC reported 148 stock positions worth $7.2 billion. Its top holding was Mastec (MTZ) at 4.0% of the portfolio, followed by Dave (DAVE, 4.0%) and Applied Digital (APLD, 3.1%). Compared with Q1 2025, it opened 39 new positions, sold out of 35, added to 69 and reduced 40. The biggest buy was a new position in Qxo (QXO) and the biggest sale an exit from New Fortress Energy (NFE).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $7.2B (Q2 2025)
- SEC Filing
- 0001214659-25-012024 ↗ filed Aug 14, 2025
Holdings Value
Holdings 148 stocks · $7.2B
| MTZ Mastec Inc. | 4.03% | 1,692,656 | $288.5M | Add +8.9% |
| DAVE Dave Inc. | 4.00% | 1,068,549 | $286.8M | Reduce -5.2% |
| APLD Applied Digital Corp. | 3.07% | 21,859,031 | $220.1M | Add +2.8% |
| LITE Lumentum Holdings Inc. | 2.93% | 2,206,453 | $209.7M | Add +82.1% |
| QXO Qxo Inc. | 2.50% | 8,302,495 | $178.8M | New |
| OLLI Ollie's Bargain Outlet Holdi | 2.28% | 1,240,339 | $163.5M | Add +165.4% |
| ACIW Aci Worldwide Inc. | 2.16% | 3,366,045 | $154.5M | Reduce -2.5% |
| VRNA Verona Pharma Ltd. | 2.06% | 1,562,467 | $147.8M | Add +2.0% |
| HCI Hci Group Inc. | 1.84% | 864,306 | $131.5M | Reduce -8.2% |
| FIX Comfort Systems USA Inc. | 1.82% | 243,385 | $130.5M | Add +2.1% |
| KTOS Kratos Defense & Security | 1.79% | 2,755,446 | $128.0M | Add +13.3% |
| XPO Xpo Inc. | 1.78% | 1,008,621 | $127.4M | Add +26.9% |
| SITM Sitime Corp. | 1.45% | 486,177 | $103.6M | Reduce -2.1% |
| SMTC Semtech Corp. | 1.41% | 2,244,631 | $101.3M | Add +36.0% |
| LTH Life Time Group Holdings Inc. | 1.40% | 3,311,182 | $100.4M | Add +21.3% |
| ATRC Atricure Inc. | 1.40% | 3,061,059 | $100.3M | Add +2.1% |
| CWAN Clearwater Analytics HDS-A | 1.38% | 4,519,134 | $99.1M | New |
| CIEN Ciena Corp. | 1.38% | 1,216,068 | $98.9M | Add +43.5% |
| CYBR Cyberark Software Ltd./Israel | 1.36% | 239,366 | $97.4M | Reduce -7.1% |
| VRNS Varonis Systems Inc. | 1.36% | 1,916,267 | $97.3M | Reduce -11.4% |
| TMDX Transmedics Group Inc. | 1.27% | 679,847 | $91.1M | Reduce -14.6% |
| INSM Insmed Inc. | 1.26% | 899,603 | $90.5M | Reduce -42.3% |
| EXLS Exlservice Holdings Inc. | 1.26% | 2,067,209 | $90.5M | Add +32.1% |
| CUBI Customers Bancorp Inc. | 1.25% | 1,523,025 | $89.5M | Add +1.6% |
| OSIS Osi Systems Inc. | 1.18% | 377,061 | $84.8M | Add +1.1% |
| FCFS Firstcash Holdings Inc. | 1.15% | 611,045 | $82.6M | Add +42.6% |
| APG Api Group Corp. | 1.10% | 1,543,815 | $78.8M | Add +80.4% |
| RDNT Radnet Inc. | 1.09% | 1,377,142 | $78.4M | Add +1.6% |
| ALHC Alignment Healthcare Inc. | 1.08% | 5,517,336 | $77.2M | Add +6.0% |
| FN Fabrinet | 1.08% | 261,546 | $77.1M | Reduce -33.3% |
| ENSG The Ensign Group Inc. | 1.06% | 492,016 | $75.9M | Add +61.5% |
| IREN Iren Ltd. filed as IREN LIMITED | 1.04% | 5,094,572 | $74.2M | New |
| MDGL Madrigal Pharmaceuticals Inc. | 1.03% | 244,738 | $74.1M | Add +0.3% |
| KEX Kirby Corp. | 1.03% | 650,595 | $73.8M | New |
| KRYS Krystal Biotech Inc. | 1.02% | 533,023 | $73.3M | Add +1.6% |
| GENI Genius Sports Ltd. | 0.99% | 6,811,333 | $70.8M | Add +3.3% |
| SRRK Scholar Rock Holding Corp. | 0.98% | 1,974,964 | $70.0M | Add +1.6% |
| RMBS Rambus Inc. | 0.85% | 955,600 | $61.2M | Add +1.1% |
| EXP Eagle Materials Inc. | 0.85% | 300,867 | $60.8M | Reduce -5.0% |
| AXON Axon Enterprise Inc. | 0.85% | 73,329 | $60.7M | Reduce -5.1% |
| GVA Granite Construction Inc. | 0.84% | 647,093 | $60.5M | Add +36.6% |
| CELH Celsius Holdings Inc. | 0.84% | 1,302,164 | $60.4M | Add +249.5% |
| ESE Esco Technologies Inc. | 0.81% | 303,651 | $58.3M | Add +60.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.81% | 621,450 | $58.2M | Add +13.9% |
| SIG Signet Jewelers Ltd. | 0.79% | 710,713 | $56.5M | New |
| TGTX TG Therapeutics Inc. | 0.79% | 1,567,506 | $56.4M | Add +0.7% |
| MOD Modine Manufacturing Co. | 0.78% | 564,466 | $55.6M | Add +222.8% |
| CECO Ceco Environmental Corp. | 0.77% | 1,941,741 | $55.0M | Add +0.7% |
| ENOV Enovis Corp. | 0.76% | 1,735,533 | $54.4M | Add +20.3% |
| ODD Oddity Tech Ltd. Class A | 0.75% | 715,915 | $54.0M | Reduce -2.9% |
| BB Blackberry Ltd. | 0.73% | 11,450,027 | $52.4M | New |
| DNN Denison Mines Corp. | 0.68% | 26,596,628 | $48.4M | Reduce -1.1% |
| TNDM Tandem Diabetes Care Inc. | 0.67% | 2,564,978 | $47.8M | Add +10.9% |
| UTI Universal Technical Institut | 0.65% | 1,380,785 | $46.8M | Add +35.2% |
| FROG Jfrog Ltd. | 0.64% | 1,050,743 | $46.1M | Reduce -6.3% |
| WAL Western Alliance Bancorp | 0.63% | 582,747 | $45.4M | Reduce -57.4% |
| LB Landbridge Co. LLC-A | 0.63% | 669,678 | $45.3M | Add +4.4% |
| KRNT Kornit Digital Ltd. | 0.61% | 2,182,569 | $43.5M | Add +39.1% |
| AMSC American Superconductor Corp. | 0.60% | 1,168,906 | $42.9M | Reduce -5.7% |
| KNF Knife River Corp. | 0.59% | 516,866 | $42.2M | Reduce -54.5% |
| WAY Waystar Holding Corp. | 0.58% | 1,014,754 | $41.5M | Add +0.3% |
| RVMD Revolution Medicines Inc. | 0.58% | 1,126,020 | $41.4M | Reduce -34.4% |
| GTLS Chart Industries Inc. | 0.57% | 249,733 | $41.1M | Reduce -33.8% |
| OKLO Oklo Inc. | 0.57% | 730,823 | $40.9M | New |
| AXSM Axsome Therapeutics Inc. | 0.54% | 371,104 | $38.7M | New |
| LSCC Lattice Semiconductor Corp. | 0.52% | 759,869 | $37.2M | Reduce -41.2% |
| FIP Ftai Infrastructure Inc. | 0.52% | 5,987,061 | $36.9M | Add +1.3% |
| KRMN Karman Holdings Inc. | 0.51% | 730,402 | $36.8M | New |
| RDW Redwire Corp. | 0.51% | 2,221,219 | $36.2M | New |
| ASO Academy Sports & Outdoors Inc. | 0.49% | 782,742 | $35.1M | Add +125.0% |
| NOG Northern Oil and Gas Inc. | 0.48% | 1,222,845 | $34.7M | Reduce -11.3% |
| CDNA Caredx Inc. | 0.48% | 1,765,981 | $34.5M | Add +11.5% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.48% | 543,688 | $34.4M | Reduce -17.6% |
| TILE Interface Inc. | 0.48% | 1,626,393 | $34.0M | Reduce -0.2% |
| TTMI TTM Technologies | 0.47% | 831,743 | $34.0M | Reduce -25.3% |
| FRPT Freshpet Inc. | 0.47% | 495,952 | $33.7M | New |
| LNTH Lantheus Holdings Inc. | 0.47% | 407,177 | $33.3M | Reduce -45.0% |
| NBIX Neurocrine Biosciences Inc. | 0.45% | 257,538 | $32.4M | Reduce -23.6% |
| NNE Nano Nuclear Energy Inc. | 0.45% | 925,926 | $31.9M | New |
| MLTX Moonlake Immunotherapeutics | 0.45% | 675,445 | $31.9M | Add +1.9% |
| MIR Mirion Technologies Inc. | 0.44% | 1,470,273 | $31.7M | New |
| KRUS Kura Sushi USA Inc. Class A | 0.44% | 366,647 | $31.6M | New |
| SLDE Slide Insurance Holdings Inc. | 0.44% | 1,456,254 | $31.5M | New |
| PTCT PTC Therapeutics Inc. | 0.43% | 636,502 | $31.1M | Add +654.4% |
| CLH Clean Harbors Inc. | 0.43% | 131,715 | $30.4M | Reduce -59.9% |
| WSBC Wesbanco Inc. | 0.42% | 944,339 | $29.9M | New |
| TRNS Transcat Inc. | 0.41% | 339,936 | $29.2M | Reduce -0.4% |
| GTM Zoominfo Technologies Inc. | 0.40% | 2,858,740 | $28.9M | Reduce -50.9% |
| GFL GFL Environmental Inc.-Sub VT | 0.40% | 565,500 | $28.5M | Add +10.2% |
| NCNO Ncino Inc. | 0.39% | 1,007,625 | $28.2M | New |
| PAR Par Technology Corp. | 0.36% | 374,181 | $26.0M | Reduce -10.9% |
| CWH Camping World Holdings Inc. Class A | 0.36% | 1,501,767 | $25.8M | Reduce -57.8% |
| HNGE Hinge Health Inc. Class A | 0.36% | 495,939 | $25.7M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.36% | 888,470 | $25.6M | Add +1.8% |
| DOCN Digitalocean Holdings Inc. | 0.36% | 893,797 | $25.5M | Reduce -9.2% |
| SEM Select Medical Holdings Corp. | 0.35% | 1,656,822 | $25.2M | Reduce -45.1% |
| HASI Ha Sustainable Infrastructur | 0.31% | 837,189 | $22.5M | Reduce -46.0% |
| SQNS Sequans Communications S A | 0.29% | 14,113,159 | $20.7M | New |
| NRG NRG Energy Inc. | 0.28% | 125,429 | $20.1M | Add +4.0% |
| SFM Sprouts Farmers Market Inc. | 0.25% | 110,743 | $18.2M | Add +1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| NFE New Fortress Energy Inc. | Sold out | 0.00% | −1.78 |
| VSH Vishay Intertechnology Inc. | Sold out | 0.00% | −1.40 |
| SN Sharkninja Inc. | Sold out | 0.00% | −1.36 |
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −1.36 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −1.27 |
| KNF Knife River Corp. | Reduce -54.5% | 0.59% | −1.16 |
| WAL Western Alliance Bancorp | Reduce -57.4% | 0.63% | −1.16 |
| ACIW Aci Worldwide Inc. | Reduce -2.5% | 2.16% | −1.06 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.88 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.86 |
| AOSL Alpha & Omega Semiconductor | Sold out | 0.00% | −0.84 |
| LNTH Lantheus Holdings Inc. | Reduce -45.0% | 0.47% | −0.77 |
| INSM Insmed Inc. | Reduce -42.3% | 1.26% | −0.76 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.71 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.69 |
| CLH Clean Harbors Inc. | Reduce -59.9% | 0.43% | −0.68 |
| LSCC Lattice Semiconductor Corp. | Reduce -41.2% | 0.52% | −0.64 |
| CWH Camping World Holdings Inc. Class A | Reduce -57.8% | 0.36% | −0.62 |
| GTM Zoominfo Technologies Inc. | Reduce -50.9% | 0.40% | −0.59 |
| HCI Hci Group Inc. | Reduce -8.2% | 1.84% | −0.56 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −0.54 |
| IOVA Iovance Biotherapeutics Inc. | Sold out | 0.00% | −0.52 |
| SEM Select Medical Holdings Corp. | Reduce -45.1% | 0.35% | −0.51 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.50 |
| RXO Rxo Inc. | Reduce -66.9% | 0.14% | −0.50 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.48 |
| HASI Ha Sustainable Infrastructur | Reduce -46.0% | 0.31% | −0.46 |
| RVMD Revolution Medicines Inc. | Reduce -34.4% | 0.58% | −0.46 |
| GTLS Chart Industries Inc. | Reduce -33.8% | 0.57% | −0.35 |
| EXP Eagle Materials Inc. | Reduce -5.0% | 0.85% | −0.35 |
| IMVT Immunovant Inc. | Reduce -100.0% | 0.00% | −0.34 |
| MDU Mdu Resources Group Inc. | Sold out | 0.00% | −0.32 |
| FN Fabrinet | Reduce -33.3% | 1.08% | −0.24 |
| NOG Northern Oil and Gas Inc. | Reduce -11.3% | 0.48% | −0.23 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −0.22 |
| DOCN Digitalocean Holdings Inc. | Reduce -9.2% | 0.36% | −0.20 |
| NBIX Neurocrine Biosciences Inc. | Reduce -23.6% | 0.45% | −0.18 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.18 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.15 |
| VRNS Varonis Systems Inc. | Reduce -11.4% | 1.36% | −0.13 |
| AGX Argan Inc. | Sold out | 0.00% | −0.13 |
| WTTR Select Water Solutions Inc. | Sold out | 0.00% | −0.13 |
| CYBR Cyberark Software Ltd./Israel | Reduce -7.1% | 1.36% | −0.13 |
| RYTM Rhythm Pharmaceuticals Inc. | Reduce -17.6% | 0.48% | −0.12 |
| NPB Northpointe Bancshares Inc. | Sold out | 0.00% | −0.11 |
| NXE Nexgen Energy Ltd. | Sold out | 0.00% | −0.11 |
| QNST Quinstreet Inc. | Sold out | 0.00% | −0.11 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.10 |
| CON Concentra Group Holdings Par | Sold out | 0.00% | −0.10 |
| INR Infinity Natural Resour Class A | Sold out | 0.00% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| QXO Qxo Inc. | New | 2.50% | +2.50 |
| LITE Lumentum Holdings Inc. | Add +82.1% | 2.93% | +1.64 |
| CWAN Clearwater Analytics HDS-A | New | 1.38% | +1.38 |
| OLLI Ollie's Bargain Outlet Holdi | Add +165.4% | 2.28% | +1.35 |
| IREN Iren Ltd. | New | 1.04% | +1.04 |
| APLD Applied Digital Corp. | Add +2.8% | 3.07% | +1.03 |
| KEX Kirby Corp. | New | 1.03% | +1.03 |
| MTZ Mastec Inc. | Add +8.9% | 4.03% | +0.93 |
| SIG Signet Jewelers Ltd. | New | 0.79% | +0.79 |
| BB Blackberry Ltd. | New | 0.73% | +0.73 |
| CELH Celsius Holdings Inc. | Add +249.5% | 0.84% | +0.62 |
| APG Api Group Corp. | Add +80.4% | 1.10% | +0.58 |
| OKLO Oklo Inc. | New | 0.57% | +0.57 |
| KTOS Kratos Defense & Security | Add +13.3% | 1.79% | +0.56 |
| MOD Modine Manufacturing Co. | Add +222.8% | 0.78% | +0.55 |
| AXSM Axsome Therapeutics Inc. | New | 0.54% | +0.54 |
| KRMN Karman Holdings Inc. | New | 0.51% | +0.51 |
| FIX Comfort Systems USA Inc. | Add +2.1% | 1.82% | +0.51 |
| CIEN Ciena Corp. | Add +43.5% | 1.38% | +0.51 |
| RDW Redwire Corp. | New | 0.51% | +0.51 |
| FRPT Freshpet Inc. | New | 0.47% | +0.47 |
| SMTC Semtech Corp. | Add +36.0% | 1.41% | +0.45 |
| NNE Nano Nuclear Energy Inc. | New | 0.45% | +0.45 |
| MIR Mirion Technologies Inc. | New | 0.44% | +0.44 |
| KRUS Kura Sushi USA Inc. Class A | New | 0.44% | +0.44 |
| SLDE Slide Insurance Holdings Inc. | New | 0.44% | +0.44 |
| WSBC Wesbanco Inc. | New | 0.42% | +0.42 |
| VRNA Verona Pharma Ltd. | Add +2.0% | 2.06% | +0.40 |
| NCNO Ncino Inc. | New | 0.39% | +0.39 |
| ENSG The Ensign Group Inc. | Add +61.5% | 1.06% | +0.39 |
| PTCT PTC Therapeutics Inc. | Add +654.4% | 0.43% | +0.36 |
| HNGE Hinge Health Inc. Class A | New | 0.36% | +0.36 |
| XPO Xpo Inc. | Add +26.9% | 1.78% | +0.32 |
| ESE Esco Technologies Inc. | Add +60.1% | 0.81% | +0.30 |
| SQNS Sequans Communications S A | New | 0.29% | +0.29 |
| FCFS Firstcash Holdings Inc. | Add +42.6% | 1.15% | +0.27 |
| GVA Granite Construction Inc. | Add +36.6% | 0.84% | +0.24 |
| ASO Academy Sports & Outdoors Inc. | Add +125.0% | 0.49% | +0.22 |
| UTI Universal Technical Institut | Add +35.2% | 0.65% | +0.21 |
| ONDS Ondas Inc. | New | 0.20% | +0.20 |
| HIPO Hippo Holdings Inc. | New | 0.19% | +0.19 |
| SOFI Sofi Technologies Inc. | New | 0.17% | +0.17 |
| CALX Calix Inc. | New | 0.17% | +0.17 |
| PSN Parsons Corp. | New | 0.16% | +0.16 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.16% | +0.16 |
| U Unity Software Inc. | New | 0.15% | +0.15 |
| TTWO Take-Two Interactive Softwre | Add +137.1% | 0.22% | +0.12 |
| VRT Vertiv Holdings Co. Class A | New | 0.12% | +0.12 |
| WSM Williams-Sonoma Inc. | New | 0.12% | +0.12 |
| SYM Symbotic Inc. | Add +16.1% | 0.23% | +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 |