Hood River Capital Management LLC

Name: Hood River Capital Management LLC 13F holdings, Q2 2025
Creator: Hood River Capital Management LLC
Published: 2025-08-14

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

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%
LOVE The Lovesac Co.	0.25%	989,117	$18.0M	Add +17.4%
TWLO Twilio Inc. Class A	0.23%	133,529	$16.6M	Add +36.2%
SYM Symbotic Inc.	0.23%	424,526	$16.5M	Add +16.1%
TTWO Take-Two Interactive Softwre	0.22%	65,449	$15.9M	Add +137.1%
AR Antero Resources Corp.	0.21%	381,706	$15.4M	Add +3.5%
ONDS Ondas Inc. filed as ONDAS HLDGS INC	0.20%	7,540,974	$14.5M	New
XMTR Xometry Inc. Class A	0.19%	404,853	$13.7M	Add +29.7%
HIPO Hippo Holdings Inc.	0.19%	489,243	$13.7M	New
GH Guardant Health Inc.	0.18%	245,701	$12.8M	Add +4.1%
VIK Viking Holdings Ltd.	0.17%	234,828	$12.5M	Reduce -3.0%
SOFI Sofi Technologies Inc.	0.17%	682,130	$12.4M	New
CALX Calix Inc.	0.17%	229,832	$12.2M	New
PSN Parsons Corp.	0.16%	155,394	$11.2M	New
BCRX Biocryst Pharmaceuticals Inc.	0.16%	1,243,934	$11.1M	New
U Unity Software Inc.	0.15%	455,508	$11.0M	New
RSI Rush Street Interactive Inc.	0.15%	700,997	$10.4M	Add +3.8%
BFLY Butterfly Network Inc.	0.14%	5,127,383	$10.3M	Add +3.6%
RXO Rxo Inc.	0.14%	650,815	$10.2M	Reduce -66.9%
TBBB BBB Foods Inc. Class A	0.13%	339,938	$9.4M	Add +8.0%
GLW Corning Inc.	0.12%	168,101	$8.8M	Add +3.9%
AS Amer Sports Inc.	0.12%	227,850	$8.8M	Reduce -18.0%
CDNS Cadence Design SYS Inc.	0.12%	28,542	$8.8M	Add +4.3%
OKTA Okta Inc.	0.12%	87,732	$8.8M	Add +4.2%
VRT Vertiv Holdings Co. Class A	0.12%	67,652	$8.7M	New
WSM Williams-Sonoma Inc.	0.12%	50,608	$8.3M	New
PRTH Priority Technology Holdings	0.11%	970,278	$7.5M	Reduce -9.8%
EXE Expand Energy Corp.	0.10%	62,231	$7.3M	Add +4.5%
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC	0.10%	84,573	$7.2M	Add +12.7%
DD Dupont DE Nemours Inc.	0.10%	103,273	$7.1M	Add +4.1%
CW Curtiss-Wright Corp.	0.09%	12,772	$6.2M	New
BTBT Bit Digital Inc.	0.08%	2,604,011	$5.7M	New
NHC National Healthcare Corp.	0.07%	46,196	$4.9M	Add +4.9%
TPR Tapestry Inc.	0.06%	49,573	$4.4M	Reduce -46.9%
SENS Senseonics Holdings Inc.	0.05%	7,923,179	$3.8M	New
CCJ Cameco Corp.	0.05%	46,794	$3.5M	Add +113.8%
RDVT Red Violet Inc.	0.05%	65,757	$3.2M	New
CYH Community Health Systems Inc.	0.04%	764,944	$2.6M	Add +0.4%
ESTA Establishment Labs Holdings	0.03%	53,124	$2.3M	Add +138.2%
CIB Grupo Cibest SA-ADR	0.03%	38,836	$1.8M	Add +36.8%
BAP Credicorp Ltd.	0.02%	6,000	$1.3M	New
KRT Karat Packaging Inc.	0.01%	27,500	$774K	New
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD	0.01%	25,297	$773K	New
GRRR Gorilla Technology Group Inc.	0.01%	37,100	$738K	New
STNE Stoneco Ltd. Class A	0.01%	41,600	$667K	New
SMWB Similarweb Ltd.	0.01%	78,446	$615K	Add +20.7%
PAGS Pagseguro Digital Ltd. Class A	0.01%	57,000	$549K	New
ASIC Ategrity Specialty Holdings	0.01%	24,501	$527K	New
IMVT Immunovant Inc.	0.00%	100	$2K	Reduce -100.0%

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