Hood River Capital Management LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$6.8T

Holdings

159

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (159 positions)

#StockSharesValue% PortfolioType
1
FTAIFTAI AVIATION LTD
2,069,824$298.1B4.40%
2
SMTCSEMTECH CORP
3,450,042$213.4B3.15%
3
MTZMASTEC INC
1,531,104$208.4B3.08%
4
TSAACI WORLDWIDE INC
3,374,507$175.2B2.59%
5
NFENEW FORTRESS ENERGY INC
10,252,861$155.0B2.29%
6
AXONAXON ENTERPRISE INC
257,772$153.2B2.26%
7
APLDAPPLIED DIGITAL CORP
15,147,422$115.7B1.71%
8
OGM1COGENT COMMUNICATIONS HOLDINGS INC
1,436,855$110.7B1.63%
9
HCIHCI GROUP INC
940,000$109.5B1.62%
10
IM8NINSMED INC
1,525,628$105.3B1.56%
11
XPOXPO INC
798,543$104.7B1.55%
12
WEAWESTERN ALLIANCE BANCORP
1,249,742$104.4B1.54%
13
SNSHARKNINJA INC
1,048,390$102.1B1.51%
14
COHRCOHERENT INC
1,046,785$99.2B1.46%
15
FIXCOMFORT SYSTEMS USA INC
232,053$98.4B1.45%
16
FLRFLUOR CORP
1,952,254$96.3B1.42%
17
VRNSVARONIS SYSTEMS INC
2,116,882$94.1B1.39%
18
QTWOQ2 HOLDINGS INC
931,939$93.8B1.38%
19
DAVEDAVE INC
1,068,756$92.9B1.37%
20
RDNTRADNET INC
1,322,879$92.4B1.36%
21
KNFKNIFE RIVER CORP
906,534$92.1B1.36%
22
SITMSITIME CORP
421,960$90.5B1.34%
23
ATRCATRICURE INC
2,923,731$89.3B1.32%
24
OLLIOLLIES BARGAIN OUTLET HLDG INC
787,934$86.5B1.28%
25
CYBRCYBERARK SOFTWARE LTD/ISRAEL
252,975$84.3B1.24%
26
SRRKSCHOLAR ROCK HOLDING CORP
1,898,641$82.1B1.21%
27
SGSWEETGREEN INC - CLASS A
2,521,396$80.8B1.19%
28
KRYSKRYSTAL BIOTECH INC
512,726$80.3B1.19%
29
CLHCLEAN HARBORS INC
341,701$78.6B1.16%
30
EXPEAGLE MATERIALS INC
311,335$76.8B1.13%
31
2L9BLUEPRINT MEDICINES CORP
879,932$76.7B1.13%
32
RVMDREVOLUTION MEDICINES INC
1,678,434$73.4B1.08%
33
DIODDIODES INC
1,168,097$72.0B1.06%
34
CUBICUSTOMERS BANCO
1,470,951$71.6B1.06%
35
VSCOVICTORIAS SECRET & COMPANY CMN
1,724,125$71.4B1.05%
36
VRNAVERONA PHARMA PLC - ADR
1,485,256$69.0B1.02%
37
LNTHLANTHEUS HOLDINGS INC
758,697$67.9B1.00%
38
IOVAIOVANCE BIOTHERAPEUTICS INC
8,991,573$66.5B0.98%
39
KTOSKRATOS DEFENSE & SECURITY
2,373,151$62.6B0.92%
40
CWHCAMPING WORLD HOLDINGS INC-A
2,947,935$62.1B0.92%
41
LTHLIFE TIME GROUP HOLDINGS INC
2,787,210$61.7B0.91%
42
EXLSEXLSERVICE HOLDINGS INC
1,381,290$61.3B0.91%
43
RXORXO INC
2,371,681$56.5B0.83%
44
ALHCALIGNMENT HEALTHCARE INC
4,952,995$55.7B0.82%
45
AXSMAXSOME THERAPEUTICS INC
644,785$54.6B0.81%
46
OSISOSI SYSTEMS INC
325,679$54.5B0.81%
47
VSHVISHAY INTERTECHNOLOGY INC
3,179,455$53.9B0.80%
48
BBBLACKBERRY LTD
14,091,726$53.3B0.79%
49
CECOCECO ENVIRONMENTAL CORP
1,740,740$52.6B0.78%
50
ITCIEURINTRA-CELLULAR THERAPIES INC
615,161$51.4B0.76%
51
FNFABRINET
228,742$50.3B0.74%
52
NOGNORTHERN OIL AND GAS INC
1,352,583$50.3B0.74%
53
QXOQXO INC
3,129,149$49.8B0.73%
54
GLBEGLOBAL-E ONLINE LTD
905,174$49.4B0.73%
55
NBIXNEUROCRINE BIOSCIENCES INC
355,058$48.5B0.72%
56
GTMZOOMINFO TECHNOLOGIES INC-A
4,599,072$48.3B0.71%
57
DMLDENISON MINES CORP
26,621,140$47.9B0.71%
58
CIENCIENA CORP
556,249$47.2B0.70%
59
CYTKCYTOKINETICS INC
989,248$46.5B0.69%
60
TNDMTANDEM DIABETES CARE INC
1,278,047$46.0B0.68%
61
LSCCLATTICE SEMICONDUCTOR CORP
779,300$44.1B0.65%
62
CWANCLEARWATER ANALYTICS HDS-A
1,591,959$43.8B0.65%
63
TGTXTG THERAPEUTICS INC
1,455,323$43.8B0.65%
64
CRNXCRINETICS PHARMACEUTICALS IN
851,400$43.5B0.64%
65
GENIGENIUS SPORTS LTD
5,026,233$43.5B0.64%
66
HASIHA SUSTAINABLE INFRASTRUCTURE
1,603,857$43.0B0.64%
67
FIPFTAI INFRASTRUCTURE LLC
5,891,840$42.8B0.63%
68
BASECOUCHBASE INC
2,738,468$42.7B0.63%
69
ASOACADEMY SPORTS & OUTDOORS IN
735,608$42.3B0.62%
70
AOSLALPHA & OMEGA SEMICONDUCTOR
1,138,597$42.2B0.62%
71
LBLANDBRIDGE CO LLC-A
641,345$41.4B0.61%
72
ENSGENSIGN GROUP INC/THE
304,309$40.4B0.60%
73
MDGLMADRIGAL PHARMACEUTICALS INC
127,839$39.4B0.58%
74
MTSIMACOM TECHNOLOGY SOLUTIONS H
294,449$38.3B0.56%
75
RYTMRHYTHM PHARMACEUTICALS INC
643,691$36.0B0.53%
76
FROGJFROG LTD
1,213,862$35.7B0.53%
77
MLTXMOONLAKE IMMUNOTHERAPEUTICS
649,590$35.2B0.52%
78
KEXKIRBY CORP
327,296$34.6B0.51%
79
KRNTKORNIT DIGITAL LTD
1,099,725$34.0B0.50%
80
SEMSELECT MEDICAL HOLDINGS CORP
1,755,733$33.1B0.49%
81
PCVXVAXCYTE INC
401,442$32.9B0.49%
82
DOCNDIGITALOCEAN HOLDINGS INC
963,049$32.8B0.48%
83
LITELUMENTUM HOLDINGS INC
390,832$32.8B0.48%
84
FLSFLOWSERVE CORP
569,667$32.8B0.48%
85
ODDODDITY TECH LTD-CL A
729,536$30.7B0.45%
86
AMSCAMERICAN SUPERCONDUCTOR CORP
1,236,146$30.4B0.45%
87
PARPAR TECHNOLOGY CORP/DEL
418,220$30.4B0.45%
88
BHVNBIOHAVEN LTD
783,672$29.3B0.43%
89
ENOVENOVIS CORP
661,430$29.0B0.43%
90
TILEINTERFACE INC
1,186,750$28.9B0.43%
91
IMVTIMMUNOVANT INC
1,145,618$28.4B0.42%
92
LOVELOVESAC CO/THE
986,947$23.4B0.34%
93
GFLGFL ENVIRONMENTAL INC-SUB VT
453,907$20.2B0.30%
94
MDUMDU RESOURCES GROUP INC
1,108,137$20.0B0.29%
95
MRVLMARVELL TECHNOLOGY GROUP LTD
171,765$19.0B0.28%
96
OSONESTREAM INC
646,112$18.4B0.27%
97
KRUSKURA SUSHI USA INC CLASS A
201,806$18.3B0.27%
98
ECGEVERUS CONSTRUCTION GROUP
277,015$18.2B0.27%
99
IIIVI3 VERTICALS INC-CLASS A
743,705$17.1B0.25%
100
HAEHAEMONETICS CORP
214,290$16.7B0.25%
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