Hood River Capital Management LLC

Name: Hood River Capital Management LLC 13F holdings, Q3 2025
Creator: Hood River Capital Management LLC
Published: 2025-11-14

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Hood River Capital Management LLC reported 153 stock positions worth $8.5 billion. Its top holding was Applied Digital (APLD) at 5.7% of the portfolio, followed by Mastec (MTZ, 4.1%) and Kratos Defense & Security (KTOS, 2.9%). Compared with Q2 2025, it opened 31 new positions, sold out of 26, added to 52 and reduced 65. The biggest buy was a new position in Tower Semiconductor (TSEM) and the biggest sale Verona Pharma (VRNA, shares −99%).

Most Recent 13F: Q2 2026
Location: PALM BEACH GARDENS, FL
CIK: 0001578177
Portfolio Value: $8.5B (Q3 2025)
SEC Filing: 0001214659-25-016490 ↗ filed Nov 14, 2025

Holdings Value

Holdings 153 stocks · $8.5B


APLD Applied Digital Corp.	5.70%	21,046,654	$482.8M	Reduce -3.7%
MTZ Mastec Inc.	4.14%	1,646,425	$350.4M	Reduce -2.7%
KTOS Kratos Defense & Security	2.91%	2,693,153	$246.1M	Reduce -2.3%
DAVE Dave Inc.	2.54%	1,080,809	$215.5M	Add +1.1%
FIX Comfort Systems USA Inc.	2.35%	241,191	$199.0M	Reduce -0.9%
CIEN Ciena Corp.	2.04%	1,183,207	$172.4M	Reduce -2.7%
ACIW Aci Worldwide Inc.	1.86%	2,982,235	$157.4M	Reduce -11.4%
SMTC Semtech Corp.	1.85%	2,196,663	$157.0M	Reduce -2.1%
QXO Qxo Inc.	1.85%	8,222,461	$156.7M	Reduce -1.0%
XPO Xpo Inc.	1.72%	1,127,959	$145.8M	Add +11.8%
HCI Hci Group Inc.	1.68%	740,610	$142.1M	Reduce -14.3%
SITM Sitime Corp.	1.67%	469,057	$141.3M	Reduce -3.5%
OLLI Ollie's Bargain Outlet Holdi	1.63%	1,073,239	$137.8M	Reduce -13.5%
FCFS Firstcash Holdings Inc.	1.51%	807,714	$128.0M	Add +32.2%
INSM Insmed Inc.	1.50%	881,403	$126.9M	Reduce -2.0%
ONDS Ondas Inc. filed as ONDAS HLDGS INC	1.47%	16,101,140	$124.3M	Add +113.5%
LTH Life Time Group Holdings Inc.	1.41%	4,313,627	$119.1M	Add +30.3%
CUBI Customers Bancorp Inc.	1.32%	1,712,102	$111.9M	Add +12.4%
MDGL Madrigal Pharmaceuticals Inc.	1.31%	242,808	$111.4M	Reduce -0.8%
U Unity Software Inc.	1.31%	2,775,655	$111.1M	Add +509.4%
VRNS Varonis Systems Inc.	1.29%	1,908,011	$109.7M	Reduce -0.4%
TSEM Tower Semiconductor Ltd.	1.29%	1,510,590	$109.2M	New
ATRC Atricure Inc.	1.27%	3,045,587	$107.4M	Reduce -0.5%
KRYS Krystal Biotech Inc.	1.27%	606,946	$107.1M	Add +13.9%
RDNT Radnet Inc.	1.23%	1,371,294	$104.5M	Reduce -0.4%
ALHC Alignment Healthcare Inc.	1.22%	5,917,429	$103.3M	Add +7.3%
LITE Lumentum Holdings Inc.	1.15%	598,819	$97.4M	Reduce -72.9%
OSIS Osi Systems Inc.	1.09%	371,228	$92.5M	Reduce -1.6%
EXLS Exlservice Holdings Inc.	1.08%	2,070,688	$91.2M	Add +0.2%
PEGA Pegasystems Inc.	1.07%	1,578,448	$90.8M	New
GVA Granite Construction Inc.	1.07%	825,625	$90.5M	Add +27.6%
RMBS Rambus Inc.	1.03%	838,440	$87.4M	Reduce -12.3%
GENI Genius Sports Ltd.	1.00%	6,811,420	$84.3M	Add +0.0%
ENSG The Ensign Group Inc.	0.99%	487,287	$84.2M	Reduce -1.0%
FN Fabrinet	0.96%	222,175	$81.0M	Reduce -15.1%
CELH Celsius Holdings Inc.	0.93%	1,373,688	$79.0M	Add +5.5%
APG Api Group Corp.	0.92%	2,272,994	$78.1M	Reduce -1.9%
TMDX Transmedics Group Inc.	0.90%	678,437	$76.1M	Reduce -0.2%
MOD Modine Manufacturing Co.	0.89%	532,102	$75.6M	Reduce -5.7%
SRRK Scholar Rock Holding Corp.	0.89%	2,014,393	$75.0M	Add +2.0%
OKLO Oklo Inc.	0.87%	662,576	$74.0M	Reduce -9.3%
SIG Signet Jewelers Ltd.	0.87%	768,281	$73.7M	Add +8.1%
CWAN Clearwater Analytics HDS-A	0.86%	4,064,898	$73.2M	Reduce -10.1%
DNN Denison Mines Corp.	0.85%	26,243,203	$72.2M	Reduce -1.3%
PSN Parsons Corp.	0.84%	853,320	$70.8M	Add +449.1%
NBIX Neurocrine Biosciences Inc.	0.83%	501,491	$70.4M	Add +94.7%
HUT Hut 8 Corp.	0.82%	1,984,919	$69.1M	New
EXP Eagle Materials Inc.	0.80%	289,785	$67.5M	Reduce -3.7%
EWBC East West Bancorp Inc.	0.79%	630,928	$67.2M	New
BBIO Bridgebio Pharma Inc.	0.76%	1,243,545	$64.6M	New
MIR Mirion Technologies Inc.	0.76%	2,763,284	$64.3M	Add +87.9%
ESE Esco Technologies Inc.	0.74%	295,072	$62.3M	Reduce -2.8%
PTCT PTC Therapeutics Inc.	0.72%	995,782	$61.1M	Add +56.5%
RSI Rush Street Interactive Inc.	0.68%	2,808,688	$57.5M	Add +300.7%
WAL Western Alliance Bancorp	0.68%	659,445	$57.2M	Add +13.2%
TGTX TG Therapeutics Inc.	0.66%	1,552,788	$56.1M	Reduce -0.9%
BB Blackberry Ltd.	0.63%	11,007,928	$53.7M	Reduce -3.9%
LSCC Lattice Semiconductor Corp.	0.62%	719,069	$52.7M	Reduce -5.4%
AXON Axon Enterprise Inc.	0.62%	73,261	$52.6M	Reduce -0.1%
ENOV Enovis Corp.	0.62%	1,728,231	$52.4M	Reduce -0.4%
CWH Camping World Holdings Inc. Class A	0.59%	3,166,578	$50.0M	Add +110.9%
KRMN Karman Holdings Inc.	0.59%	688,205	$49.7M	Reduce -5.8%
GSAT Globalstar Inc.	0.57%	1,329,111	$48.4M	New
UTI Universal Technical Institut	0.56%	1,457,960	$47.5M	Add +5.6%
ODD Oddity Tech Ltd. Class A	0.56%	756,418	$47.1M	Add +5.7%
TILE Interface Inc.	0.55%	1,604,700	$46.4M	Reduce -1.3%
AXSM Axsome Therapeutics Inc.	0.52%	359,957	$43.7M	Reduce -3.0%
RVMD Revolution Medicines Inc.	0.51%	928,123	$43.3M	Reduce -17.6%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC	0.51%	593,612	$43.0M	Reduce -4.5%
SLNO Soleno Therapeutics Inc.	0.49%	613,394	$41.5M	New
AAOI Applied Optoelectronics Inc.	0.48%	1,575,623	$40.9M	New
DOCN Digitalocean Holdings Inc.	0.46%	1,132,369	$38.7M	Add +26.7%
ASO Academy Sports & Outdoors Inc.	0.46%	772,448	$38.6M	Reduce -1.3%
WAY Waystar Holding Corp.	0.45%	1,012,172	$38.4M	Reduce -0.3%
CRNX Crinetics Pharmaceuticals Inc.	0.43%	883,004	$36.8M	Reduce -0.6%
TTMI TTM Technologies	0.43%	637,851	$36.7M	Reduce -23.3%
RCAT Red Cat Holdings Inc.	0.43%	3,498,918	$36.2M	New
LB Landbridge Co. LLC-A	0.42%	670,686	$35.8M	Add +0.1%
TRNS Transcat Inc.	0.41%	477,219	$34.9M	Add +40.4%
NCNO Ncino Inc.	0.39%	1,213,120	$32.9M	Add +20.4%
FLS Flowserve Corp.	0.38%	608,816	$32.4M	New
FIVE Five Below	0.38%	208,782	$32.3M	New
NOG Northern Oil and Gas Inc.	0.37%	1,256,799	$31.2M	Add +2.8%
TNDM Tandem Diabetes Care Inc.	0.37%	2,551,644	$31.0M	Reduce -0.5%
CLH Clean Harbors Inc.	0.34%	123,692	$28.7M	Reduce -6.1%
CALX Calix Inc.	0.33%	454,419	$27.9M	Add +97.7%
WSBC Wesbanco Inc.	0.33%	871,211	$27.8M	Reduce -7.7%
GFL GFL Environmental Inc.-Sub VT	0.33%	583,870	$27.7M	Add +3.3%
BCRX Biocryst Pharmaceuticals Inc.	0.32%	3,620,261	$27.5M	Add +191.0%
FRPT Freshpet Inc.	0.32%	494,955	$27.3M	Reduce -0.2%
KEX Kirby Corp.	0.32%	325,050	$27.1M	Reduce -50.0%
KRNT Kornit Digital Ltd.	0.31%	1,928,795	$26.0M	Reduce -11.6%
HASI Ha Sustainable Infrastructur	0.30%	825,517	$25.3M	Reduce -1.4%
CECO Ceco Environmental Corp.	0.30%	492,374	$25.2M	Reduce -74.6%
RYTM Rhythm Pharmaceuticals Inc.	0.28%	235,836	$23.8M	Reduce -56.6%
XMTR Xometry Inc. Class A	0.27%	426,267	$23.2M	Add +5.3%
SYM Symbotic Inc.	0.27%	422,210	$22.8M	Reduce -0.6%
RXO Rxo Inc.	0.25%	1,388,549	$21.4M	Add +113.4%
VC Visteon Corp.	0.25%	177,802	$21.3M	New
NRG NRG Energy Inc.	0.25%	131,244	$21.3M	Add +4.6%
KRUS Kura Sushi USA Inc. Class A	0.24%	345,010	$20.5M	Reduce -5.9%
SQNS Sequans Communications-ADR	0.23%	2,060,388	$19.6M	Add +46.0%
SEM Select Medical Holdings Corp.	0.23%	1,521,648	$19.5M	Reduce -8.2%
HIPO Hippo Holdings Inc.	0.22%	524,039	$18.9M	Add +7.1%
TTWO Take-Two Interactive Softwre	0.21%	68,893	$17.8M	Add +5.3%
SLDE Slide Insurance Holdings Inc.	0.20%	1,084,716	$17.1M	Reduce -25.5%
LASR Nlight Inc.	0.20%	567,733	$16.8M	New
LOVE The Lovesac Co.	0.20%	976,038	$16.5M	Reduce -1.3%
GH Guardant Health Inc.	0.19%	256,893	$16.1M	Add +4.6%
RDDT Reddit Inc. Class A	0.18%	67,011	$15.4M	New
WBI Waterbridge Infrastruc Class A	0.18%	600,031	$15.1M	New
ALM Almonty Industries Inc.	0.17%	2,421,657	$14.6M	New
GLW Corning Inc.	0.17%	176,603	$14.5M	Add +5.1%
TWLO Twilio Inc. Class A	0.17%	140,739	$14.1M	Add +5.4%
AR Antero Resources Corp.	0.16%	400,321	$13.4M	Add +4.9%
VIK Viking Holdings Ltd.	0.15%	208,104	$12.9M	Reduce -11.4%
UMAC Unusual Machines Inc.	0.15%	840,301	$12.7M	New
SFM Sprouts Farmers Market Inc.	0.15%	116,226	$12.6M	Add +5.0%
PAR Par Technology Corp.	0.15%	318,431	$12.6M	Reduce -14.9%
EA Electronic Arts Inc.	0.14%	59,342	$12.0M	New
CSGP Costar Group Inc.	0.14%	138,064	$11.6M	New
VRT Vertiv Holdings Co. Class A	0.13%	71,192	$10.7M	Add +5.2%
WSM Williams-Sonoma Inc.	0.12%	53,451	$10.4M	Add +5.6%
BFLY Butterfly Network Inc.	0.12%	5,406,126	$10.4M	Add +5.4%
SOFI Sofi Technologies Inc.	0.12%	389,953	$10.3M	Reduce -42.8%
KMTS Kestra Medical Technologies	0.11%	395,238	$9.4M	New
AKRO Akero Therapeutics Inc.	0.10%	178,549	$8.5M	New
DD Dupont DE Nemours Inc.	0.10%	108,767	$8.5M	Add +5.3%
CW Curtiss-Wright Corp.	0.09%	13,498	$7.3M	Add +5.7%
OKTA Okta Inc.	0.09%	78,759	$7.2M	Reduce -10.2%
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC	0.09%	88,368	$7.2M	Add +4.5%
EXE Expand Energy Corp.	0.08%	65,463	$7.0M	Add +5.2%
AS Amer Sports Inc.	0.08%	185,477	$6.4M	Reduce -18.6%
LODE Comstock Inc.	0.07%	1,833,147	$6.3M	New
NHC National Healthcare Corp.	0.07%	48,419	$5.9M	Add +4.8%
CCJ Cameco Corp.	0.04%	44,839	$3.8M	Reduce -4.2%
SENS Senseonics Holdings Inc.	0.04%	8,554,118	$3.7M	New
RDVT Red Violet Inc.	0.04%	70,991	$3.7M	Add +8.0%
BBW Build-A-Bear Workshop Inc.	0.04%	53,443	$3.5M	New
AUPH Aurinia Pharmaceuticals Inc.	0.04%	269,312	$3.0M	New
ESTA Establishment Labs Holdings	0.03%	53,124	$2.2M	No change
CIB Grupo Cibest SA-ADR	0.02%	38,836	$2.0M	No change
VRNA Verona Pharma Ltd.	0.02%	18,882	$2.0M	Reduce -98.8%
OPRA Opera Ltd.-ADR	0.02%	83,413	$1.7M	New
BAP Credicorp Ltd.	0.02%	6,000	$1.6M	No change
AZ A2Z CUST2MATE Solutions Corp.	0.02%	187,500	$1.5M	New
IREN Iren Ltd. filed as IREN LIMITED	0.02%	28,500	$1.3M	Reduce -99.4%
VNET Vnet Group Inc.-ADR	0.01%	101,000	$1.0M	New
KC Kingsoft Cloud Holdings-ADR	0.01%	53,000	$791K	New
MNSO Miniso Group Holding Ltd.-ADR	0.01%	34,470	$776K	New
GRRR Gorilla Technology Group Inc.	0.01%	37,100	$685K	No change
NP Neptune Insurance Holdi Class A	0.01%	35,000	$665K	New
IMVT Immunovant Inc.	0.00%	100	$2K	No change

Portfolio Sells Q2 2025 → Q3 2025


VRNA Verona Pharma Ltd.	Reduce -98.8%	0.02%	−2.04
LITE Lumentum Holdings Inc.	Reduce -72.9%	1.15%	−1.78
CYBR Cyberark Software Ltd./Israel	Sold out	0.00%	−1.36
IREN Iren Ltd.	Reduce -99.4%	0.02%	−1.02
KEX Kirby Corp.	Reduce -50.0%	0.32%	−0.71
OLLI Ollie's Bargain Outlet Holdi	Reduce -13.5%	1.63%	−0.66
QXO Qxo Inc.	Reduce -1.0%	1.85%	−0.65
FROG Jfrog Ltd.	Sold out	0.00%	−0.64
AMSC American Superconductor Corp.	Sold out	0.00%	−0.60
KNF Knife River Corp.	Sold out	0.00%	−0.59
GTLS Chart Industries Inc.	Sold out	0.00%	−0.57
CWAN Clearwater Analytics HDS-A	Reduce -10.1%	0.86%	−0.52
FIP Ftai Infrastructure Inc.	Sold out	0.00%	−0.52
RDW Redwire Corp.	Sold out	0.00%	−0.51
CDNA Caredx Inc.	Sold out	0.00%	−0.48
CECO Ceco Environmental Corp.	Reduce -74.6%	0.30%	−0.47
LNTH Lantheus Holdings Inc.	Sold out	0.00%	−0.47
NNE Nano Nuclear Energy Inc.	Sold out	0.00%	−0.45
MLTX Moonlake Immunotherapeutics	Sold out	0.00%	−0.45
GTM Zoominfo Technologies Inc.	Sold out	0.00%	−0.40
TMDX Transmedics Group Inc.	Reduce -0.2%	0.90%	−0.37
HNGE Hinge Health Inc. Class A	Sold out	0.00%	−0.36
QTWO Q2 Holdings Inc.	Reduce -4.5%	0.51%	−0.30
TNDM Tandem Diabetes Care Inc.	Reduce -0.5%	0.37%	−0.30
ACIW Aci Worldwide Inc.	Reduce -11.4%	1.86%	−0.30
KRNT Kornit Digital Ltd.	Reduce -11.6%	0.31%	−0.30
SLDE Slide Insurance Holdings Inc.	Reduce -25.5%	0.20%	−0.24
AXON Axon Enterprise Inc.	Reduce -0.1%	0.62%	−0.23
PAR Par Technology Corp.	Reduce -14.9%	0.15%	−0.21
KRUS Kura Sushi USA Inc. Class A	Reduce -5.9%	0.24%	−0.20
RYTM Rhythm Pharmaceuticals Inc.	Reduce -56.6%	0.28%	−0.20
APG Api Group Corp.	Reduce -1.9%	0.92%	−0.18
HCI Hci Group Inc.	Reduce -14.3%	1.68%	−0.16
FRPT Freshpet Inc.	Reduce -0.2%	0.32%	−0.15
ENOV Enovis Corp.	Reduce -0.4%	0.62%	−0.14
ATRC Atricure Inc.	Reduce -0.5%	1.27%	−0.13
TBBB BBB Foods Inc. Class A	Sold out	0.00%	−0.13
WAY Waystar Holding Corp.	Reduce -0.3%	0.45%	−0.13
TGTX TG Therapeutics Inc.	Reduce -0.9%	0.66%	−0.13
CDNS Cadence Design SYS Inc.	Sold out	0.00%	−0.12
SEM Select Medical Holdings Corp.	Reduce -8.2%	0.23%	−0.12
FN Fabrinet	Reduce -15.1%	0.96%	−0.12
PRTH Priority Technology Holdings	Sold out	0.00%	−0.11
BB Blackberry Ltd.	Reduce -3.9%	0.63%	−0.10
OSIS Osi Systems Inc.	Reduce -1.6%	1.09%	−0.09
WSBC Wesbanco Inc.	Reduce -7.7%	0.33%	−0.09
CLH Clean Harbors Inc.	Reduce -6.1%	0.34%	−0.09
BTBT Bit Digital Inc.	Sold out	0.00%	−0.08
ESE Esco Technologies Inc.	Reduce -2.8%	0.74%	−0.08
RVMD Revolution Medicines Inc.	Reduce -17.6%	0.51%	−0.07

Portfolio Buys Q2 2025 → Q3 2025


TSEM Tower Semiconductor Ltd.	New	1.29%	+1.29
ONDS Ondas Inc.	Add +113.5%	1.47%	+1.27
U Unity Software Inc.	Add +509.4%	1.31%	+1.16
PEGA Pegasystems Inc.	New	1.07%	+1.07
HUT Hut 8 Corp.	New	0.82%	+0.82
EWBC East West Bancorp Inc.	New	0.79%	+0.79
BBIO Bridgebio Pharma Inc.	New	0.76%	+0.76
PSN Parsons Corp.	Add +449.1%	0.84%	+0.68
GSAT Globalstar Inc.	New	0.57%	+0.57
RSI Rush Street Interactive Inc.	Add +300.7%	0.68%	+0.53
SLNO Soleno Therapeutics Inc.	New	0.49%	+0.49
AAOI Applied Optoelectronics Inc.	New	0.48%	+0.48
RCAT Red Cat Holdings Inc.	New	0.43%	+0.43
FLS Flowserve Corp.	New	0.38%	+0.38
FIVE Five Below	New	0.38%	+0.38
NBIX Neurocrine Biosciences Inc.	Add +94.7%	0.83%	+0.38
FCFS Firstcash Holdings Inc.	Add +32.2%	1.51%	+0.36
MIR Mirion Technologies Inc.	Add +87.9%	0.76%	+0.32
PTCT PTC Therapeutics Inc.	Add +56.5%	0.72%	+0.29
VC Visteon Corp.	New	0.25%	+0.25
KRYS Krystal Biotech Inc.	Add +13.9%	1.27%	+0.24
CWH Camping World Holdings Inc. Class A	Add +110.9%	0.59%	+0.23
GVA Granite Construction Inc.	Add +27.6%	1.07%	+0.22
LASR Nlight Inc.	New	0.20%	+0.20
RDDT Reddit Inc. Class A	New	0.18%	+0.18
WBI Waterbridge Infrastruc Class A	New	0.18%	+0.18
ALM Almonty Industries Inc.	New	0.17%	+0.17
BCRX Biocryst Pharmaceuticals Inc.	Add +191.0%	0.32%	+0.17
CALX Calix Inc.	Add +97.7%	0.33%	+0.16
UMAC Unusual Machines Inc.	New	0.15%	+0.15
EA Electronic Arts Inc.	New	0.14%	+0.14
ALHC Alignment Healthcare Inc.	Add +7.3%	1.22%	+0.14
CSGP Costar Group Inc.	New	0.14%	+0.14
KMTS Kestra Medical Technologies	New	0.11%	+0.11
RXO Rxo Inc.	Add +113.4%	0.25%	+0.11
DOCN Digitalocean Holdings Inc.	Add +26.7%	0.46%	+0.10
AKRO Akero Therapeutics Inc.	New	0.10%	+0.10
CELH Celsius Holdings Inc.	Add +5.5%	0.93%	+0.09
XMTR Xometry Inc. Class A	Add +5.3%	0.27%	+0.08
SIG Signet Jewelers Ltd.	Add +8.1%	0.87%	+0.08
LODE Comstock Inc.	New	0.07%	+0.07
CUBI Customers Bancorp Inc.	Add +12.4%	1.32%	+0.07
GLW Corning Inc.	Add +5.1%	0.17%	+0.05
SENS Senseonics Holdings Inc.	New	0.04%	+0.04
BBW Build-A-Bear Workshop Inc.	New	0.04%	+0.04
WAL Western Alliance Bancorp	Add +13.2%	0.68%	+0.04
AUPH Aurinia Pharmaceuticals Inc.	New	0.04%	+0.04
HIPO Hippo Holdings Inc.	Add +7.1%	0.22%	+0.03
OPRA Opera Ltd.-ADR	New	0.02%	+0.02
AZ A2Z CUST2MATE Solutions Corp.	New	0.02%	+0.02

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