Hood River Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$8.5T
Holdings
153
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 21,046,654 | $482.8B | 5.70% | |
| 2 | MTZMASTEC INC | 1,646,425 | $350.4B | 4.14% | |
| 3 | KTOSKRATOS DEFENSE & SECURITY | 2,693,153 | $246.1B | 2.91% | |
| 4 | DAVEDAVE INC | 1,080,809 | $215.5B | 2.54% | |
| 5 | FIXCOMFORT SYSTEMS USA INC | 241,191 | $199.0B | 2.35% | |
| 6 | CIENCIENA CORP | 1,183,207 | $172.4B | 2.04% | |
| 7 | TSAACI WORLDWIDE INC | 2,982,235 | $157.4B | 1.86% | |
| 8 | SMTCSEMTECH CORP | 2,196,663 | $157.0B | 1.85% | |
| 9 | QXOQXO INC | 8,222,461 | $156.7B | 1.85% | |
| 10 | XPOXPO INC | 1,127,959 | $145.8B | 1.72% | |
| 11 | HCIHCI GROUP INC | 740,610 | $142.1B | 1.68% | |
| 12 | SITMSITIME CORP | 469,057 | $141.3B | 1.67% | |
| 13 | OLLIOLLIES BARGAIN OUTLET HLDG INC | 1,073,239 | $137.8B | 1.63% | |
| 14 | FCFSFIRSTCASH HOLDINGS INC | 807,714 | $128.0B | 1.51% | |
| 15 | IM8NINSMED INC | 881,403 | $126.9B | 1.50% | |
| 16 | ONDSONDAS HOLDINGS INC | 16,101,140 | $124.3B | 1.47% | |
| 17 | LTHLIFE TIME GROUP HOLDINGS INC | 4,313,627 | $119.1B | 1.41% | |
| 18 | CUBICUSTOMERS BANCO | 1,712,102 | $111.9B | 1.32% | |
| 19 | MDGLMADRIGAL PHARMACEUTICALS INC | 242,808 | $111.4B | 1.31% | |
| 20 | UUNITY SOFTWARE INC | 2,775,655 | $111.1B | 1.31% | |
| 21 | VRNSVARONIS SYSTEMS INC | 1,908,011 | $109.7B | 1.29% | |
| 22 | TSEMTOWER SEMICONDUCTOR LTD | 1,510,590 | $109.2B | 1.29% | |
| 23 | ATRCATRICURE INC | 3,045,587 | $107.4B | 1.27% | |
| 24 | KRYSKRYSTAL BIOTECH INC | 606,946 | $107.1B | 1.27% | |
| 25 | RDNTRADNET INC | 1,371,294 | $104.5B | 1.23% | |
| 26 | ALHCALIGNMENT HEALTHCARE INC | 5,917,429 | $103.3B | 1.22% | |
| 27 | LITELUMENTUM HOLDINGS INC | 598,819 | $97.4B | 1.15% | |
| 28 | OSISOSI SYSTEMS INC | 371,228 | $92.5B | 1.09% | |
| 29 | EXLSEXLSERVICE HOLDINGS INC | 2,070,688 | $91.2B | 1.08% | |
| 30 | PEGAPEGASYTEMS INC | 1,578,448 | $90.8B | 1.07% | |
| 31 | GVAGRANITE CONSTRUCTION INC | 825,625 | $90.5B | 1.07% | |
| 32 | RMBS*RAMBUS INC | 838,440 | $87.4B | 1.03% | |
| 33 | GENIGENIUS SPORTS LTD | 6,811,420 | $84.3B | 1.00% | |
| 34 | ENSGENSIGN GROUP INC/THE | 487,287 | $84.2B | 0.99% | |
| 35 | FNFABRINET | 222,175 | $81.0B | 0.96% | |
| 36 | CELHCELSIUS HOLDINGS INC | 1,373,688 | $79.0B | 0.93% | |
| 37 | APGAPI GROUP CORP | 2,272,994 | $78.1B | 0.92% | |
| 38 | TMDXTRANSMEDICS GROUP INC | 678,437 | $76.1B | 0.90% | |
| 39 | MODMODINE MANUFACTURING CO | 532,102 | $75.6B | 0.89% | |
| 40 | SRRKSCHOLAR ROCK HOLDING CORP | 2,014,393 | $75.0B | 0.89% | |
| 41 | OKLOOKLO INC | 662,576 | $74.0B | 0.87% | |
| 42 | SIGSIGNET JEWELERS LTD | 768,281 | $73.7B | 0.87% | |
| 43 | CWANCLEARWATER ANALYTICS HDS-A | 4,064,898 | $73.2B | 0.86% | |
| 44 | DMLDENISON MINES CORP | 26,243,203 | $72.2B | 0.85% | |
| 45 | PSNPARSONS CORP | 853,320 | $70.8B | 0.84% | |
| 46 | NBIXNEUROCRINE BIOSCIENCES INC | 501,491 | $70.4B | 0.83% | |
| 47 | HUTHUT 8 CORP | 1,984,919 | $69.1B | 0.82% | |
| 48 | EXPEAGLE MATERIALS INC | 289,785 | $67.5B | 0.80% | |
| 49 | EWBCEAST WEST BANCORP INC | 630,928 | $67.2B | 0.79% | |
| 50 | BBIOBRIDGEBIO PHARMA INC | 1,243,545 | $64.6B | 0.76% | |
| 51 | MIRMIRION TECHNOLOGIES INC | 2,763,284 | $64.3B | 0.76% | |
| 52 | ESEESCO TECHNOLOGIES INC | 295,072 | $62.3B | 0.74% | |
| 53 | PTCTPTC THERAPEUTICS INC | 995,782 | $61.1B | 0.72% | |
| 54 | RSIRUSH STREET INTERACTIVE INC | 2,808,688 | $57.5B | 0.68% | |
| 55 | WEAWESTERN ALLIANCE BANCORP | 659,445 | $57.2B | 0.68% | |
| 56 | TGTXTG THERAPEUTICS INC | 1,552,788 | $56.1B | 0.66% | |
| 57 | BBBLACKBERRY LTD | 11,007,928 | $53.7B | 0.63% | |
| 58 | LSCCLATTICE SEMICONDUCTOR CORP | 719,069 | $52.7B | 0.62% | |
| 59 | AXONAXON ENTERPRISE INC | 73,261 | $52.6B | 0.62% | |
| 60 | ENOVENOVIS CORP | 1,728,231 | $52.4B | 0.62% | |
| 61 | CWHCAMPING WORLD HOLDINGS INC-A | 3,166,578 | $50.0B | 0.59% | |
| 62 | KRMNKARMAN HOLDINGS INC | 688,205 | $49.7B | 0.59% | |
| 63 | GSATGLOBALSTAR | 1,329,111 | $48.4B | 0.57% | |
| 64 | UTIUNIVERSAL TECHNICAL INSTITUT | 1,457,960 | $47.5B | 0.56% | |
| 65 | ODDODDITY TECH LTD-CL A | 756,418 | $47.1B | 0.56% | |
| 66 | TILEINTERFACE INC | 1,604,700 | $46.4B | 0.55% | |
| 67 | AXSMAXSOME THERAPEUTICS INC | 359,957 | $43.7B | 0.52% | |
| 68 | RVMDREVOLUTION MEDICINES INC | 928,123 | $43.3B | 0.51% | |
| 69 | QTWOQ2 HOLDINGS INC | 593,612 | $43.0B | 0.51% | |
| 70 | SLNOSOLENO THERAPEUTICS INC | 613,394 | $41.5B | 0.49% | |
| 71 | AAOIAPPLIED OPTOELECTRONICS INC | 1,575,623 | $40.9B | 0.48% | |
| 72 | DOCNDIGITALOCEAN HOLDINGS INC | 1,132,369 | $38.7B | 0.46% | |
| 73 | ASOACADEMY SPORTS & OUTDOORS IN | 772,448 | $38.6B | 0.46% | |
| 74 | WAYWAYSTAR HOLDING CORP | 1,012,172 | $38.4B | 0.45% | |
| 75 | CRNXCRINETICS PHARMACEUTICALS IN | 883,004 | $36.8B | 0.43% | |
| 76 | TTMITTM TECHNOLOGIES | 637,851 | $36.7B | 0.43% | |
| 77 | RCATRED CAT HOLDINGS INC | 3,498,918 | $36.2B | 0.43% | |
| 78 | LBLANDBRIDGE CO LLC-A | 670,686 | $35.8B | 0.42% | |
| 79 | TRNSTRANSCAT INC | 477,219 | $34.9B | 0.41% | |
| 80 | NCNONCINO INC | 1,213,120 | $32.9B | 0.39% | |
| 81 | FLSFLOWSERVE CORP | 608,816 | $32.4B | 0.38% | |
| 82 | FIVEFIVE BELOW | 208,782 | $32.3B | 0.38% | |
| 83 | NOGNORTHERN OIL AND GAS INC | 1,256,799 | $31.2B | 0.37% | |
| 84 | TNDMTANDEM DIABETES CARE INC | 2,551,644 | $31.0B | 0.37% | |
| 85 | CLHCLEAN HARBORS INC | 123,692 | $28.7B | 0.34% | |
| 86 | CALXCALIX INC. | 454,419 | $27.9B | 0.33% | |
| 87 | WSBCWESBANCO INC | 871,211 | $27.8B | 0.33% | |
| 88 | GFLGFL ENVIRONMENTAL INC-SUB VT | 583,870 | $27.7B | 0.33% | |
| 89 | BCRXBIOCRYST PHARMACEUTICALS INC | 3,620,261 | $27.5B | 0.32% | |
| 90 | FRPTFRESHPET INC | 494,955 | $27.3B | 0.32% | |
| 91 | KEXKIRBY CORP | 325,050 | $27.1B | 0.32% | |
| 92 | KRNTKORNIT DIGITAL LTD | 1,928,795 | $26.0B | 0.31% | |
| 93 | HASIHA SUSTAINABLE INFRASTRUCTURE | 825,517 | $25.3B | 0.30% | |
| 94 | CECOCECO ENVIRONMENTAL CORP | 492,374 | $25.2B | 0.30% | |
| 95 | RYTMRHYTHM PHARMACEUTICALS INC | 235,836 | $23.8B | 0.28% | |
| 96 | XMTRXOMETRY INC-A | 426,267 | $23.2B | 0.27% | |
| 97 | SYMSYMBOTIC INC | 422,210 | $22.8B | 0.27% | |
| 98 | RXORXO INC | 1,388,549 | $21.4B | 0.25% | |
| 99 | VCVISTEON CORP | 177,802 | $21.3B | 0.25% | |
| 100 | NRANRG ENERGY INC | 131,244 | $21.3B | 0.25% |
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