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 | Value |
|---|---|
APLDAPPLIED DIGITAL CORP | $540.4M |
MTZMASTEC INC | $322.5M |
DAVEDAVE INC | $247.1M |
FIXCOMFORT SYSTEMS USA INC | $229.5M |
KTOSKRATOS DEFENSE & SECURITY | $208.4M |
FCFSFIRSTCASH HOLDINGS INC | $177.9M |
ONDSONDAS INC | $169.4M |
SMTCSEMTECH CORP | $164.8M |
XPOXPO INC | $156.2M |
QXOQXO INC | $155.3M |
KRYSKRYSTAL BIOTECH INC | $151.2M |
TSAACI WORLDWIDE INC | $145.2M |
MDGLMADRIGAL PHARMACEUTICALS INC | $144.2M |
HCIHCI GROUP INC | $143.3M |
BEBLOOM ENERGY CORP- A | $135.2M |
CUBICUSTOMERS BANCO | $126.2M |
UUNITY SOFTWARE INC | $123.3M |
ATRCATRICURE INC | $122.5M |
ALHCALIGNMENT HEALTHCARE INC | $121.9M |
LTHLIFE TIME GROUP HOLDINGS INC | $116.8M |
LITELUMENTUM HOLDINGS INC | $111.7M |
IM8NINSMED INC | $111.0M |
CELHCELSIUS HOLDINGS INC | $110.4M |
CIENCIENA CORP | $106.1M |
CWANCLEARWATER ANALYTICS HDS-A | $103.8M |
GHGUARDANT HEALTH INC | $99.9M |
RDNTRADNET INC | $99.6M |
OLLIOLLIES BARGAIN OUTLET HLDG INC | $99.1M |
OSISOSI SYSTEMS INC | $96.8M |
GVAGRANITE CONSTRUCTION INC | $96.5M |
BBIOBRIDGEBIO PHARMA INC | $96.0M |
PEGAPEGASYTEMS INC | $94.9M |
SITMSITIME CORP | $94.7M |
KRMNKARMAN HOLDINGS INC | $94.6M |
SRRKSCHOLAR ROCK HOLDING CORP | $89.3M |
APGAPI GROUP CORP | $88.6M |
ENSGENSIGN GROUP INC/THE | $85.7M |
PRAXPRAXIS PRECISION MEDICINES I | $85.3M |
TMDXTRANSMEDICS GROUP INC | $84.0M |
KNXKNIGHT-SWIFT TRANSPORTATION | $83.0M |
GENIGENIUS SPORTS LTD | $76.6M |
PTCTPTC THERAPEUTICS INC | $76.2M |
GSATGLOBALSTAR | $75.6M |
RVMDREVOLUTION MEDICINES INC | $75.3M |
DMLDENISON MINES CORP | $71.9M |
EWBCEAST WEST BANCORP INC | $71.4M |
SIGSIGNET JEWELERS LTD | $70.5M |
CNMCORE & MAIN INC-CLASS A | $69.2M |
MODMODINE MANUFACTURING CO | $69.0M |
RSIRUSH STREET INTERACTIVE INC | $68.6M |
LSCCLATTICE SEMICONDUCTOR CORP | $67.9M |
BWBABCOCK & WILCOX ENTERPR | $67.5M |
AXSMAXSOME THERAPEUTICS INC | $66.9M |
EXLSEXLSERVICE HOLDINGS INC | $66.8M |
RMBS*RAMBUS INC | $65.1M |
MIRMIRION TECHNOLOGIES INC | $65.1M |
EXPEAGLE MATERIALS INC | $61.1M |
ESEESCO TECHNOLOGIES INC | $58.7M |
FLSFLOWSERVE CORP | $57.7M |
NBIXNEUROCRINE BIOSCIENCES INC | $55.2M |
DOCNDIGITALOCEAN HOLDINGS INC | $54.8M |
GKDGRAND CANYON EDUCATION INC | $51.8M |
FIVEFIVE BELOW | $50.2M |
SNDXSYNDAX PHARMACEUTICALS INC | $48.7M |
HUTHUT 8 CORP | $47.9M |
NUVLNUVALENT INC-A | $47.8M |
TGTXTG THERAPEUTICS INC | $47.1M |
XMTRXOMETRY INC-A | $46.6M |
ENOVENOVIS CORP | $46.3M |
TSEMTOWER SEMICONDUCTOR LTD | $46.3M |
ASOACADEMY SPORTS & OUTDOORS IN | $46.2M |
AIIALMONTY INDUSTRIES INC | $46.1M |
TILEINTERFACE INC | $45.9M |
AAOIAPPLIED OPTOELECTRONICS INC | $44.5M |
TTMITTM TECHNOLOGIES | $43.7M |
AXONAXON ENTERPRISE INC | $42.4M |
UTIUNIVERSAL TECHNICAL INSTITUT | $42.3M |
BBBLACKBERRY LTD | $42.0M |
CRNXCRINETICS PHARMACEUTICALS IN | $41.8M |
FNFABRINET | $37.4M |
AXTIAXT INC | $32.9M |
ODDODDITY TECH LTD-CL A | $31.5M |
NCNONCINO INC | $31.5M |
CWHCAMPING WORLD HOLDINGS INC-A | $31.0M |
TRNSTRANSCAT INC | $31.0M |
KRUSKURA SUSHI USA INC CLASS A | $30.8M |
FRPTFRESHPET INC | $30.7M |
LBLANDBRIDGE CO LLC-A | $30.4M |
LASRNLIGHT INC | $30.2M |
WSBCWESBANCO INC | $29.7M |
CLHCLEAN HARBORS INC | $29.7M |
SLNOSOLENO THERAPEUTICS INC | $28.6M |
QTWOQ2 HOLDINGS INC | $28.4M |
CALXCALIX INC. | $27.7M |
NOGNORTHERN OIL AND GAS INC | $27.3M |
SNDRSCHNEIDER NATIONAL INC-CL B | $27.2M |
SYMSYMBOTIC INC | $27.0M |
HASIHA SUSTAINABLE INFRASTRUCTURE | $26.6M |
BFLYBUTTERFLY NETWORK INC | $26.4M |
RYTMRHYTHM PHARMACEUTICALS INC | $25.4M |
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