Hood River Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$7.2B
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
SENS1GBPSENSEONICS HOLDINGS INC | $3.8B |
MTZMASTEC INC | $288.5M |
DAVEDAVE INC | $286.8M |
APLDAPPLIED DIGITAL CORP | $220.1M |
LITELUMENTUM HOLDINGS INC | $209.7M |
QXOQXO INC | $178.8M |
OLLIOLLIE'S BARGAIN OUTLET HLDG INC | $163.5M |
TSAACI WORLDWIDE INC | $154.5M |
VRNAVERONA PHARMA PLC - ADR | $147.8M |
HCIHCI GROUP INC | $131.5M |
FIXCOMFORT SYSTEMS USA INC | $130.5M |
KTOSKRATOS DEFENSE & SECURITY | $128.0M |
XPOXPO INC | $127.4M |
SITMSITIME CORP | $103.6M |
SMTCSEMTECH CORP | $101.3M |
LTHLIFE TIME GROUP HOLDINGS INC | $100.4M |
ATRCATRICURE INC | $100.3M |
CWANCLEARWATER ANALYTICS HDS-A | $99.1M |
CIENCIENA CORP | $98.9M |
CYBRCYBERARK SOFTWARE LTD/ISRAEL | $97.4M |
VRNSVARONIS SYSTEMS INC | $97.3M |
TMDXTRANSMEDICS GROUP INC | $91.1M |
IM8NINSMED INC | $90.5M |
EXLSEXLSERVICE HOLDINGS INC | $90.5M |
CUBICUSTOMERS BANCO | $89.5M |
OSISOSI SYSTEMS INC | $84.8M |
FCFSFIRSTCASH HOLDINGS INC | $82.6M |
APGAPI GROUP CORP | $78.8M |
RDNTRADNET INC | $78.4M |
ALHCALIGNMENT HEALTHCARE INC | $77.2M |
FNFABRINET | $77.1M |
ENSGENSIGN GROUP INC/THE | $75.9M |
IRENIREN LTD | $74.2M |
MDGLMADRIGAL PHARMACEUTICALS INC | $74.1M |
KEXKIRBY CORP | $73.8M |
KRYSKRYSTAL BIOTECH INC | $73.3M |
GENIGENIUS SPORTS LTD | $70.8M |
SRRKSCHOLAR ROCK HOLDING CORP | $70.0M |
RMBS*RAMBUS INC | $61.2M |
EXPEAGLE MATERIALS INC | $60.8M |
AXONAXON ENTERPRISE INC | $60.7M |
GVAGRANITE CONSTRUCTION INC | $60.5M |
CELHCELSIUS HOLDINGS INC | $60.4M |
ESEESCO TECHNOLOGIES INC | $58.3M |
QTWOQ2 HOLDINGS INC | $58.2M |
SIGSIGNET JEWELERS LTD | $56.5M |
TGTXTG THERAPEUTICS INC | $56.4M |
MODMODINE MANUFACTURING CO | $55.6M |
CECOCECO ENVIRONMENTAL CORP | $55.0M |
ENOVENOVIS CORP | $54.4M |
ODDODDITY TECH LTD-CL A | $54.0M |
BBBLACKBERRY LTD | $52.4M |
DMLDENISON MINES CORP | $48.4M |
TNDMTANDEM DIABETES CARE INC | $47.8M |
UTIUNIVERSAL TECHNICAL INSTITUT | $46.8M |
FROGJFROG LTD | $46.1M |
WEAWESTERN ALLIANCE BANCORP | $45.4M |
LBLANDBRIDGE CO LLC-A | $45.3M |
KRNTKORNIT DIGITAL LTD | $43.5M |
AMSCAMERICAN SUPERCONDUCTOR CORP | $42.9M |
KNFKNIFE RIVER CORP | $42.2M |
WAYWAYSTAR HOLDING CORP | $41.5M |
RVMDREVOLUTION MEDICINES INC | $41.4M |
GTLSCHART INDUSTRIES INC | $41.1M |
OKLOOKLO INC | $40.9M |
AXSMAXSOME THERAPEUTICS INC | $38.7M |
LSCCLATTICE SEMICONDUCTOR CORP | $37.2M |
FIPFTAI INFRASTRUCTURE LLC | $36.9M |
KRMNKARMAN HOLDINGS INC | $36.8M |
RDWREDWIRE CORP | $36.2M |
ASOACADEMY SPORTS & OUTDOORS IN | $35.1M |
NOGNORTHERN OIL AND GAS INC | $34.7M |
CDNACAREDX INC | $34.5M |
RYTMRHYTHM PHARMACEUTICALS INC | $34.4M |
TILEINTERFACE INC | $34.0M |
TTMITTM TECHNOLOGIES | $34.0M |
FRPTFRESHPET INC | $33.7M |
LNTHLANTHEUS HOLDINGS INC | $33.3M |
NBIXNEUROCRINE BIOSCIENCES INC | $32.4M |
NNENANO NUCLEAR ENERGY INC | $31.9M |
MLTXMOONLAKE IMMUNOTHERAPEUTICS | $31.9M |
MIRMIRION TECHNOLOGIES INC | $31.7M |
KRUSKURA SUSHI USA INC CLASS A | $31.6M |
SLDESLIDE INSURANCE HOLDINGS INC | $31.5M |
PTCTPTC THERAPEUTICS INC | $31.1M |
CLHCLEAN HARBORS INC | $30.4M |
WSBCWESBANCO INC | $29.9M |
TRNSTRANSCAT INC | $29.2M |
GTMZOOMINFO TECHNOLOGIES INC | $28.9M |
GFLGFL ENVIRONMENTAL INC-SUB VT | $28.5M |
NCNONCINO INC | $28.2M |
PARPAR TECHNOLOGY CORP/DEL | $26.0M |
CWHCAMPING WORLD HOLDINGS INC-A | $25.8M |
HNGEHINGE HEALTH INC-A | $25.7M |
CRNXCRINETICS PHARMACEUTICALS IN | $25.6M |
DOCNDIGITALOCEAN HOLDINGS INC | $25.5M |
SEMSELECT MEDICAL HOLDINGS CORP | $25.2M |
HASIHA SUSTAINABLE INFRASTRUCTURE | $22.5M |
SQNSSEQUANS COMMUNICATIONS-ADR | $20.7M |
NRANRG ENERGY INC | $20.1M |
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