Hood River Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$9.1B
Holdings
175
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 22,037,431 | $540.4M | 5.92% | |
| 2 | MTZMASTEC INC | 1,483,661 | $322.5M | 3.54% | |
| 3 | DAVEDAVE INC | 1,115,931 | $247.1M | 2.71% | |
| 4 | FIXCOMFORT SYSTEMS USA INC | 245,857 | $229.5M | 2.52% | |
| 5 | KTOSKRATOS DEFENSE & SECURITY | 2,745,472 | $208.4M | 2.28% | |
| 6 | FCFSFIRSTCASH HOLDINGS INC | 1,116,102 | $177.9M | 1.95% | |
| 7 | ONDSONDAS INC | 17,357,213 | $169.4M | 1.86% | |
| 8 | SMTCSEMTECH CORP | 2,236,224 | $164.8M | 1.81% | |
| 9 | XPOXPO INC | 1,148,950 | $156.2M | 1.71% | |
| 10 | QXOQXO INC | 8,052,900 | $155.3M | 1.70% | |
| 11 | KRYSKRYSTAL BIOTECH INC | 613,302 | $151.2M | 1.66% | |
| 12 | TSAACI WORLDWIDE INC | 3,036,491 | $145.2M | 1.59% | |
| 13 | MDGLMADRIGAL PHARMACEUTICALS INC | 247,560 | $144.2M | 1.58% | |
| 14 | HCIHCI GROUP INC | 747,783 | $143.3M | 1.57% | |
| 15 | BEBLOOM ENERGY CORP- A | 1,555,734 | $135.2M | 1.48% | |
| 16 | CUBICUSTOMERS BANCO | 1,725,701 | $126.2M | 1.38% | |
| 17 | UUNITY SOFTWARE INC | 2,792,007 | $123.3M | 1.35% | |
| 18 | ATRCATRICURE INC | 3,096,611 | $122.5M | 1.34% | |
| 19 | ALHCALIGNMENT HEALTHCARE INC | 6,173,433 | $121.9M | 1.34% | |
| 20 | LTHLIFE TIME GROUP HOLDINGS INC | 4,393,585 | $116.8M | 1.28% | |
| 21 | LITELUMENTUM HOLDINGS INC | 303,126 | $111.7M | 1.22% | |
| 22 | IM8NINSMED INC | 637,577 | $111.0M | 1.22% | |
| 23 | CELHCELSIUS HOLDINGS INC | 2,412,682 | $110.4M | 1.21% | |
| 24 | CIENCIENA CORP | 453,779 | $106.1M | 1.16% | |
| 25 | CWANCLEARWATER ANALYTICS HDS-A | 4,304,707 | $103.8M | 1.14% | |
| 26 | GHGUARDANT HEALTH INC | 978,515 | $99.9M | 1.10% | |
| 27 | RDNTRADNET INC | 1,395,891 | $99.6M | 1.09% | |
| 28 | OLLIOLLIES BARGAIN OUTLET HLDG INC | 904,043 | $99.1M | 1.09% | |
| 29 | OSISOSI SYSTEMS INC | 379,374 | $96.8M | 1.06% | |
| 30 | GVAGRANITE CONSTRUCTION INC | 836,528 | $96.5M | 1.06% | |
| 31 | BBIOBRIDGEBIO PHARMA INC | 1,255,185 | $96.0M | 1.05% | |
| 32 | PEGAPEGASYTEMS INC | 1,588,403 | $94.9M | 1.04% | |
| 33 | SITMSITIME CORP | 268,149 | $94.7M | 1.04% | |
| 34 | KRMNKARMAN HOLDINGS INC | 1,293,435 | $94.6M | 1.04% | |
| 35 | SRRKSCHOLAR ROCK HOLDING CORP | 2,026,758 | $89.3M | 0.98% | |
| 36 | APGAPI GROUP CORP | 2,315,987 | $88.6M | 0.97% | |
| 37 | ENSGENSIGN GROUP INC/THE | 492,003 | $85.7M | 0.94% | |
| 38 | PRAXPRAXIS PRECISION MEDICINES I | 289,467 | $85.3M | 0.94% | |
| 39 | TMDXTRANSMEDICS GROUP INC | 690,357 | $84.0M | 0.92% | |
| 40 | KNXKNIGHT-SWIFT TRANSPORTATION | 1,587,046 | $83.0M | 0.91% | |
| 41 | GENIGENIUS SPORTS LTD | 6,954,535 | $76.6M | 0.84% | |
| 42 | PTCTPTC THERAPEUTICS INC | 1,003,075 | $76.2M | 0.84% | |
| 43 | GSATGLOBALSTAR | 1,238,132 | $75.6M | 0.83% | |
| 44 | RVMDREVOLUTION MEDICINES INC | 945,585 | $75.3M | 0.83% | |
| 45 | DMLDENISON MINES CORP | 27,013,269 | $71.9M | 0.79% | |
| 46 | EWBCEAST WEST BANCORP INC | 635,682 | $71.4M | 0.78% | |
| 47 | SIGSIGNET JEWELERS LTD | 850,311 | $70.5M | 0.77% | |
| 48 | CNMCORE & MAIN INC-CLASS A | 1,330,800 | $69.2M | 0.76% | |
| 49 | MODMODINE MANUFACTURING CO | 516,520 | $69.0M | 0.76% | |
| 50 | RSIRUSH STREET INTERACTIVE INC | 3,531,704 | $68.6M | 0.75% | |
| 51 | LSCCLATTICE SEMICONDUCTOR CORP | 922,577 | $67.9M | 0.74% | |
| 52 | BWBABCOCK & WILCOX ENTERPR | 10,648,389 | $67.5M | 0.74% | |
| 53 | AXSMAXSOME THERAPEUTICS INC | 366,176 | $66.9M | 0.73% | |
| 54 | EXLSEXLSERVICE HOLDINGS INC | 1,574,133 | $66.8M | 0.73% | |
| 55 | RMBS*RAMBUS INC | 708,846 | $65.1M | 0.71% | |
| 56 | MIRMIRION TECHNOLOGIES INC | 2,780,137 | $65.1M | 0.71% | |
| 57 | EXPEAGLE MATERIALS INC | 295,645 | $61.1M | 0.67% | |
| 58 | ESEESCO TECHNOLOGIES INC | 300,195 | $58.7M | 0.64% | |
| 59 | FLSFLOWSERVE CORP | 832,335 | $57.7M | 0.63% | |
| 60 | NBIXNEUROCRINE BIOSCIENCES INC | 389,297 | $55.2M | 0.61% | |
| 61 | DOCNDIGITALOCEAN HOLDINGS INC | 1,138,128 | $54.8M | 0.60% | |
| 62 | GKDGRAND CANYON EDUCATION INC | 311,436 | $51.8M | 0.57% | |
| 63 | FIVEFIVE BELOW | 266,389 | $50.2M | 0.55% | |
| 64 | SNDXSYNDAX PHARMACEUTICALS INC | 2,316,553 | $48.7M | 0.53% | |
| 65 | HUTHUT 8 CORP | 1,041,669 | $47.9M | 0.52% | |
| 66 | NUVLNUVALENT INC-A | 475,440 | $47.8M | 0.52% | |
| 67 | TGTXTG THERAPEUTICS INC | 1,581,234 | $47.1M | 0.52% | |
| 68 | XMTRXOMETRY INC-A | 782,783 | $46.6M | 0.51% | |
| 69 | ENOVENOVIS CORP | 1,738,185 | $46.3M | 0.51% | |
| 70 | TSEMTOWER SEMICONDUCTOR LTD | 393,992 | $46.3M | 0.51% | |
| 71 | ASOACADEMY SPORTS & OUTDOORS IN | 924,935 | $46.2M | 0.51% | |
| 72 | AIIALMONTY INDUSTRIES INC | 5,231,489 | $46.1M | 0.51% | |
| 73 | TILEINTERFACE INC | 1,643,498 | $45.9M | 0.50% | |
| 74 | AAOIAPPLIED OPTOELECTRONICS INC | 1,275,621 | $44.5M | 0.49% | |
| 75 | TTMITTM TECHNOLOGIES | 633,940 | $43.7M | 0.48% | |
| 76 | AXONAXON ENTERPRISE INC | 74,733 | $42.4M | 0.47% | |
| 77 | UTIUNIVERSAL TECHNICAL INSTITUT | 1,618,453 | $42.3M | 0.46% | |
| 78 | BBBLACKBERRY LTD | 11,084,465 | $42.0M | 0.46% | |
| 79 | CRNXCRINETICS PHARMACEUTICALS IN | 897,403 | $41.8M | 0.46% | |
| 80 | FNFABRINET | 82,157 | $37.4M | 0.41% | |
| 81 | AXTIAXT INC | 2,012,228 | $32.9M | 0.36% | |
| 82 | ODDODDITY TECH LTD-CL A | 783,730 | $31.5M | 0.35% | |
| 83 | NCNONCINO INC | 1,226,726 | $31.5M | 0.34% | |
| 84 | CWHCAMPING WORLD HOLDINGS INC-A | 3,185,403 | $31.0M | 0.34% | |
| 85 | TRNSTRANSCAT INC | 545,816 | $31.0M | 0.34% | |
| 86 | KRUSKURA SUSHI USA INC CLASS A | 589,511 | $30.8M | 0.34% | |
| 87 | FRPTFRESHPET INC | 504,276 | $30.7M | 0.34% | |
| 88 | LBLANDBRIDGE CO LLC-A | 621,071 | $30.4M | 0.33% | |
| 89 | LASRNLIGHT INC | 804,457 | $30.2M | 0.33% | |
| 90 | WSBCWESBANCO INC | 894,431 | $29.7M | 0.33% | |
| 91 | CLHCLEAN HARBORS INC | 126,765 | $29.7M | 0.33% | |
| 92 | SLNOSOLENO THERAPEUTICS INC | 618,005 | $28.6M | 0.31% | |
| 93 | QTWOQ2 HOLDINGS INC | 393,041 | $28.4M | 0.31% | |
| 94 | CALXCALIX INC. | 523,261 | $27.7M | 0.30% | |
| 95 | NOGNORTHERN OIL AND GAS INC | 1,270,371 | $27.3M | 0.30% | |
| 96 | SNDRSCHNEIDER NATIONAL INC-CL B | 1,026,734 | $27.2M | 0.30% | |
| 97 | SYMSYMBOTIC INC | 453,992 | $27.0M | 0.30% | |
| 98 | HASIHA SUSTAINABLE INFRASTRUCTURE | 845,496 | $26.6M | 0.29% | |
| 99 | BFLYBUTTERFLY NETWORK INC | 6,954,486 | $26.4M | 0.29% | |
| 100 | RYTMRHYTHM PHARMACEUTICALS INC | 237,043 | $25.4M | 0.28% |
Page 1 of 2Next