Hood River Capital Management LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$5.9T

Holdings

144

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
TSAACI WORLDWIDE INC
3,452,073$188.9B3.22%
2
MTZMASTEC INC
1,554,387$181.4B3.10%
3
HCIHCI GROUP INC
941,323$140.5B2.40%
4
APLDAPPLIED DIGITAL CORP
21,266,717$119.5B2.04%
5
IM8NINSMED INC
1,558,286$118.9B2.03%
6
WEAWESTERN ALLIANCE BANCORP
1,367,013$105.0B1.79%
7
NFENEW FORTRESS ENERGY INC
12,564,654$104.4B1.78%
8
KNFKNIFE RIVER CORP
1,136,223$102.5B1.75%
9
VRNAVERONA PHARMA PLC - ADR
1,532,348$97.3B1.66%
10
ALHCALIGNMENT HEALTHCARE INC
5,205,912$96.9B1.65%
11
ATRCATRICURE INC
2,999,207$96.8B1.65%
12
KRYSKRYSTAL BIOTECH INC
524,644$94.6B1.61%
13
DAVEDAVE INC
1,126,816$93.1B1.59%
14
VRNSVARONIS SYSTEMS INC
2,162,555$87.5B1.49%
15
CYBRCYBERARK SOFTWARE LTD/ISRAEL
257,601$87.1B1.49%
16
XPOXPO INC
794,788$85.5B1.46%
17
LTHLIFE TIME GROUP HOLDINGS INC
2,729,858$82.4B1.41%
18
VSHVISHAY INTERTECHNOLOGY INC
5,172,692$82.2B1.40%
19
MDGLMADRIGAL PHARMACEUTICALS INC
243,994$80.8B1.38%
20
SNSHARKNINJA INC
958,664$80.0B1.36%
21
2L9BLUEPRINT MEDICINES CORP
900,205$79.7B1.36%
22
FNFABRINET
391,837$77.4B1.32%
23
FIXCOMFORT SYSTEMS USA INC
238,480$76.9B1.31%
24
SITMSITIME CORP
496,594$75.9B1.30%
25
LITELUMENTUM HOLDINGS INC
1,211,902$75.5B1.29%
26
CUBICUSTOMERS BANCO
1,499,609$75.3B1.28%
27
OGM1COGENT COMMUNICATIONS HOLDINGS INC
1,211,918$74.3B1.27%
28
EXLSEXLSERVICE HOLDINGS INC
1,564,969$73.9B1.26%
29
OSISOSI SYSTEMS INC
373,158$72.5B1.24%
30
LNTHLANTHEUS HOLDINGS INC
740,153$72.2B1.23%
31
KTOSKRATOS DEFENSE & SECURITY
2,431,306$72.2B1.23%
32
EXPEAGLE MATERIALS INC
316,578$70.3B1.20%
33
LSCCLATTICE SEMICONDUCTOR CORP
1,291,320$67.7B1.16%
34
RDNTRADNET INC
1,356,115$67.4B1.15%
35
GENIGENIUS SPORTS LTD
6,595,949$66.0B1.13%
36
CLHCLEAN HARBORS INC
328,673$64.8B1.11%
37
SRRKSCHOLAR ROCK HOLDING CORP
1,944,158$62.5B1.07%
38
TGTXTG THERAPEUTICS INC
1,556,488$61.4B1.05%
39
RVMDREVOLUTION MEDICINES INC
1,717,048$60.7B1.04%
40
GTMZOOMINFO TECHNOLOGIES INC-A
5,818,235$58.2B0.99%
41
CWHCAMPING WORLD HOLDINGS INC-A
3,554,133$57.4B0.98%
42
SMTCSEMTECH CORP
1,650,102$56.8B0.97%
43
ENOVENOVIS CORP
1,442,583$55.1B0.94%
44
GTLSCHART INDUSTRIES INC
376,995$54.4B0.93%
45
OLLIOLLIE'S BARGAIN OUTLET HLDG INC
467,326$54.4B0.93%
46
TMDXTRANSMEDICS GROUP INC
795,771$53.5B0.91%
47
FCFSFIRSTCASH HOLDINGS INC
428,594$51.6B0.88%
48
FTAIFTAI AVIATION LTD
464,294$51.6B0.88%
49
CIENCIENA CORP
847,682$51.2B0.87%
50
CYTKCYTOKINETICS INC
1,256,580$50.5B0.86%
51
SEMSELECT MEDICAL HOLDINGS CORP
3,017,029$50.4B0.86%
52
AOSLALPHA & OMEGA SEMICONDUCTOR
1,986,142$49.4B0.84%
53
RMBS*RAMBUS INC
944,894$48.9B0.83%
54
LBLANDBRIDGE CO LLC-A
641,345$46.1B0.79%
55
HASIHA SUSTAINABLE INFRASTRUCTURE
1,551,567$45.4B0.77%
56
TNDMTANDEM DIABETES CARE INC
2,312,044$44.3B0.76%
57
CECOCECO ENVIRONMENTAL CORP
1,927,668$44.0B0.75%
58
QTWOQ2 HOLDINGS INC
545,780$43.7B0.75%
59
FLSFLOWSERVE CORP
853,580$41.7B0.71%
60
NOGNORTHERN OIL AND GAS INC
1,377,980$41.7B0.71%
61
AXONAXON ENTERPRISE INC
77,258$40.6B0.69%
62
FLRFLUOR CORP
1,122,875$40.2B0.69%
63
ENSGENSIGN GROUP INC/THE
304,754$39.4B0.67%
64
WAYWAYSTAR HOLDING CORP
1,011,502$37.8B0.64%
65
RXORXO INC
1,966,334$37.6B0.64%
66
NBIXNEUROCRINE BIOSCIENCES INC
337,164$37.3B0.64%
67
FROGJFROG LTD
1,121,251$35.9B0.61%
68
GVAGRANITE CONSTRUCTION INC
473,856$35.7B0.61%
69
DMLDENISON MINES CORP
26,898,811$35.0B0.60%
70
RYTMRHYTHM PHARMACEUTICALS INC
659,431$34.9B0.60%
71
DOCNDIGITALOCEAN HOLDINGS INC
984,749$32.9B0.56%
72
TILEINTERFACE INC
1,629,742$32.3B0.55%
73
ODDODDITY TECH LTD-CL A
737,499$31.9B0.54%
74
VERXVERTEX INC - CLASS A
901,873$31.6B0.54%
75
IOVAIOVANCE BIOTHERAPEUTICS INC
9,216,040$30.7B0.52%
76
APGAPI GROUP CORP
855,771$30.6B0.52%
77
ESEESCO TECHNOLOGIES INC
189,711$30.2B0.52%
78
KRNTKORNIT DIGITAL LTD
1,569,499$29.9B0.51%
79
COHRCOHERENT INC
451,939$29.3B0.50%
80
CRNXCRINETICS PHARMACEUTICALS IN
872,635$29.3B0.50%
81
PCVXVAXCYTE INC
751,614$28.4B0.48%
82
CDNACAREDX INC
1,583,956$28.1B0.48%
83
FIPFTAI INFRASTRUCTURE LLC
5,911,277$26.8B0.46%
84
UTIUNIVERSAL TECHNICAL INSTITUT
1,021,592$26.2B0.45%
85
MLTXMOONLAKE IMMUNOTHERAPEUTICS
662,983$25.9B0.44%
86
PARPAR TECHNOLOGY CORP/DEL
420,138$25.8B0.44%
87
TRNSTRANSCAT INC
341,148$25.4B0.43%
88
GFLGFL ENVIRONMENTAL INC-SUB VT
513,075$24.8B0.42%
89
TTMITTM TECHNOLOGIES
1,113,394$22.8B0.39%
90
AMSCAMERICAN SUPERCONDUCTOR CORP
1,239,096$22.5B0.38%
91
IMVTIMMUNOVANT INC
1,175,863$20.1B0.34%
92
MDUMDU RESOURCES GROUP INC
1,123,736$19.0B0.32%
93
SFMSPROUTS FARMERS MARKET INC
108,649$16.6B0.28%
94
ASOACADEMY SPORTS & OUTDOORS IN
347,848$15.9B0.27%
95
LOVELOVESAC CO/THE
842,206$15.3B0.26%
96
ARANTERO RESOURCES CORP
368,994$14.9B0.25%
97
MODMODINE MANUFACTURING CO
174,892$13.4B0.23%
98
CELHCELSIUS HOLDINGS INC
372,567$13.3B0.23%
99
CORZCORE SCIENTIFIC INC
1,760,170$12.7B0.22%
100
NRANRG ENERGY INC
120,638$11.5B0.20%
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