Hood River Capital Management LLC Top Holdings and 13F Report (2025) About Hood River Capital Management LLCInvestment ActivityHood River Capital Management LLC has $5.86 billion in total holdings as of March 31, 2025.Hood River Capital Management LLC owns shares of 144 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 20.00% of the portfolio was purchased this quarter.About 23.05% of the portfolio was sold this quarter.This quarter, Hood River Capital Management LLC has purchased 159 new stocks and bought additional shares in 90 stocks.Hood River Capital Management LLC sold shares of 22 stocks and completely divested from 46 stocks this quarter.Largest Holdings ACI Worldwide $188,862,914MasTec $181,412,507HCI Group $140,473,631Applied Digital $119,518,950Insmed $118,881,639 Largest New Holdings this Quarter 16115Q308 - Chart Industries $54,422,998 Holding89377M109 - TransMedics Group $53,539,473 Holding33768G107 - FirstCash $51,568,430 Holding750917106 - Rambus $48,921,887 Holding946784105 - WAYSTAR HOLDING CORP $37,789,715 Holding Largest Purchases this Quarter Chart Industries 376,995 shares (about $54.42M)TransMedics Group 795,771 shares (about $53.54M)FirstCash 428,594 shares (about $51.57M)Lumentum 821,070 shares (about $51.19M)Rambus 944,894 shares (about $48.92M) Largest Sales this Quarter FTAI Aviation 1,605,530 shares (about $178.26M)Axon Enterprise 180,514 shares (about $94.94M)Semtech 1,799,940 shares (about $61.92M)Sweetgreen 2,097,689 shares (about $52.48M)Coherent 594,846 shares (about $38.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHood River Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACIWACI Worldwide$188,862,914$4,243,636 ▲2.3%3,452,0733.2%Computer and TechnologyMTZMasTec$181,412,507$2,717,359 ▲1.5%1,554,3873.1%ConstructionHCIHCI Group$140,473,631$197,431 ▲0.1%941,3232.4%FinanceAPLDApplied Digital$119,518,950$34,390,438 ▲40.4%21,266,7172.0%FinanceINSMInsmed$118,881,639$2,491,479 ▲2.1%1,558,2862.0%MedicalWALWestern Alliance Bancorporation$105,027,609$9,009,931 ▲9.4%1,367,0131.8%FinanceNFENew Fortress Energy$104,412,275$19,211,000 ▲22.5%12,564,6541.8%EnergyKNFKnife River$102,498,677$20,720,245 ▲25.3%1,136,2231.7%ConstructionVRNAVerona Pharma$97,288,775$2,989,871 ▲3.2%1,532,3481.7%MedicalALHCAlignment Healthcare$96,934,081$4,709,315 ▲5.1%5,205,9121.7%MedicalATRCAtriCure$96,754,418$2,434,856 ▲2.6%2,999,2071.7%MedicalKRYSKrystal Biotech$94,593,313$2,148,815 ▲2.3%524,6441.6%MedicalDAVEFamous Dave's of America$93,142,611$4,799,240 ▲5.4%1,126,8161.6%Business ServicesVRNSVaronis Systems$87,475,350$1,847,473 ▲2.2%2,162,5551.5%Computer and TechnologyCYBRCyberArk Software$87,069,138$1,563,588 ▲1.8%257,6011.5%Computer and TechnologyXPOXPO$85,503,293$403,963 ▼-0.5%794,7881.5%TransportationLTHLife Time Group$82,441,712$1,732,030 ▼-2.1%2,729,8581.4%Consumer DiscretionaryVSHVishay Intertechnology$82,245,803$31,692,468 ▲62.7%5,172,6921.4%Computer and TechnologyMDGLMadrigal Pharmaceuticals$80,818,133$38,474,021 ▲90.9%243,9941.4%MedicalSNSharkNinja$79,962,164$7,484,046 ▼-8.6%958,6641.4%Retail/WholesaleBPMCBlueprint Medicines$79,677,145$1,794,363 ▲2.3%900,2051.4%MedicalFNFabrinet$77,391,726$32,212,894 ▲71.3%391,8371.3%Computer and TechnologyFIXComfort Systems USA$76,869,258$2,071,615 ▲2.8%238,4801.3%ConstructionSITMSiTime$75,914,325$11,409,300 ▲17.7%496,5941.3%Computer and TechnologyLITELumentum$75,549,971$51,185,504 ▲210.1%1,211,9021.3%Computer and TechnologyCUBICustomers Bancorp$75,280,372$1,438,632 ▲1.9%1,499,6091.3%FinanceCCOICogent Communications$74,302,693$13,790,888 ▼-15.7%1,211,9181.3%Computer and TechnologyEXLSExlService$73,882,186$8,671,486 ▲13.3%1,564,9691.3%Business ServicesOSISOSI Systems$72,519,526$9,227,069 ▲14.6%373,1581.2%Computer and TechnologyLNTHLantheus$72,238,933$1,809,894 ▼-2.4%740,1531.2%MedicalKTOSKratos Defense & Security Solutions$72,185,475$1,726,622 ▲2.5%2,431,3061.2%AerospaceEXPEagle Materials$70,258,156$1,163,579 ▲1.7%316,5781.2%ConstructionLSCCLattice Semiconductor$67,729,734$26,855,449 ▲65.7%1,291,3201.2%Computer and TechnologyRDNTRadNet$67,426,038$1,652,494 ▲2.5%1,356,1151.2%MedicalGENIGenius Sports$66,025,449$15,712,857 ▲31.2%6,595,9491.1%Computer and TechnologyCLHClean Harbors$64,781,448$2,567,819 ▼-3.8%328,6731.1%Business ServicesSRRKScholar Rock$62,504,680$1,463,372 ▲2.4%1,944,1581.1%MedicalTGTXTG Therapeutics$61,372,322$3,988,936 ▲7.0%1,556,4881.0%MedicalRVMDRevolution Medicines$60,714,817$1,365,391 ▲2.3%1,717,0481.0%MedicalZIZoomInfo Technologies$58,182,350$12,191,630 ▲26.5%5,818,2351.0%Computer and TechnologyCWHCamping World$57,434,789$9,796,160 ▲20.6%3,554,1331.0%Consumer DiscretionarySMTCSemtech$56,763,509$61,917,936 ▼-52.2%1,650,1021.0%Computer and TechnologyENOVEnovis$55,121,096$29,847,856 ▲118.1%1,442,5830.9%MedicalGTLSChart Industries$54,422,998$54,422,998 ▲New Holding376,9950.9%IndustrialsOLLIOllie's Bargain Outlet$54,378,053$37,305,947 ▼-40.7%467,3260.9%Consumer StaplesTMDXTransMedics Group$53,539,473$53,539,473 ▲New Holding795,7710.9%MedicalFCFSFirstCash$51,568,430$51,568,430 ▲New Holding428,5940.9%Business ServicesFTAIFTAI Aviation$51,550,563$178,261,997 ▼-77.6%464,2940.9%AerospaceCIENCiena$51,225,423$17,611,296 ▲52.4%847,6820.9%Computer and TechnologyCYTKCytokinetics$50,501,950$10,744,073 ▲27.0%1,256,5800.9%MedicalSEMSelect Medical$50,384,384$21,063,643 ▲71.8%3,017,0290.9%MedicalAOSLAlpha and Omega Semiconductor$49,375,490$21,069,969 ▲74.4%1,986,1420.8%Computer and TechnologyRMBSRambus$48,921,887$48,921,887 ▲New Holding944,8940.8%Computer and TechnologyLANDBRIDGE CO LLC-A$46,138,3590.0%641,3450.8%COMMON STOCKSHASIHA Sustainable Infrastructure Capital$45,367,819$1,528,960 ▼-3.3%1,551,5670.8%FinanceTNDMTandem Diabetes Care$44,298,763$19,811,383 ▲80.9%2,312,0440.8%MedicalCECOCECO Environmental$43,950,830$4,261,958 ▲10.7%1,927,6680.7%IndustrialsQTWOQ2$43,667,858$30,896,582 ▼-41.4%545,7800.7%Computer and TechnologyFLSFlowserve$41,688,847$13,866,311 ▲49.8%853,5800.7%IndustrialsNOGNorthern Oil and Gas$41,656,335$767,751 ▲1.9%1,377,9800.7%EnergyAXONAxon Enterprise$40,633,845$94,941,338 ▼-70.0%77,2580.7%AerospaceFLRFluor$40,221,383$29,708,356 ▼-42.5%1,122,8750.7%ConstructionENSGThe Ensign Group$39,435,168$57,583 ▲0.1%304,7540.7%MedicalWAYSTAR HOLDING CORP$37,789,715$37,789,715 ▲New Holding1,011,5020.6%COMMON STOCKSRXORXO$37,556,979$7,742,128 ▼-17.1%1,966,3340.6%TransportationNBIXNeurocrine Biosciences$37,290,338$1,979,076 ▼-5.0%337,1640.6%MedicalFROGJFrog$35,880,032$2,963,552 ▼-7.6%1,121,2510.6%Computer and TechnologyGVAGranite Construction$35,728,742$35,728,742 ▲New Holding473,8560.6%ConstructionDNNDenison Mines$34,968,454$360,972 ▲1.0%26,898,8110.6%Basic MaterialsRYTMRhythm Pharmaceuticals$34,930,060$833,748 ▲2.4%659,4310.6%MedicalDIGITALOCEAN HOLDINGS INC$32,880,769$724,563 ▲2.3%984,7490.6%COMMON STOCKSTILEInterface$32,334,081$8,788,961 ▲37.3%1,629,7420.6%Consumer DiscretionaryODDITY TECH LTD-CL A$31,904,207$344,479 ▲1.1%737,4990.5%COMMON STOCKSVERXVertex$31,574,574$31,574,574 ▲New Holding901,8730.5%Computer and TechnologyIOVAIovance Biotherapeutics$30,689,413$747,475 ▲2.5%9,216,0400.5%MedicalAPGAPi Group$30,602,371$30,602,371 ▲New Holding855,7710.5%Business ServicesESEESCO Technologies$30,186,814$30,186,814 ▲New Holding189,7110.5%IndustrialsKRNTKornit Digital$29,946,041$8,963,288 ▲42.7%1,569,4990.5%IndustrialsCOHRCoherent$29,348,919$38,629,300 ▼-56.8%451,9390.5%Business ServicesCRNXCrinetics Pharmaceuticals$29,268,178$712,222 ▲2.5%872,6350.5%MedicalPCVXVaxcyte$28,380,945$13,222,495 ▲87.2%751,6140.5%MedicalCDNACareDx$28,115,219$28,115,219 ▲New Holding1,583,9560.5%MedicalFIPFTAI Infrastructure$26,778,085$88,050 ▲0.3%5,911,2770.5%FinanceUTIUniversal Technical Institute$26,234,483$26,234,483 ▲New Holding1,021,5920.4%Consumer DiscretionaryMLTXMoonLake Immunotherapeutics$25,902,746$523,265 ▲2.1%662,9830.4%MedicalPARPAR Technology$25,771,265$117,650 ▲0.5%420,1380.4%Business ServicesTRNSTranscat$25,398,469$25,398,469 ▲New Holding341,1480.4%Computer and TechnologyGFLGFL Environmental$24,786,653$2,858,406 ▲13.0%513,0750.4%Business ServicesTTMITTM Technologies$22,835,711$10,216,359 ▲81.0%1,113,3940.4%Computer and TechnologyAMSCAmerican Superconductor$22,477,201$53,513 ▲0.2%1,239,0960.4%Computer and TechnologyIMVTImmunovant$20,095,499$516,887 ▲2.6%1,175,8630.3%MedicalMDUMDU Resources Group$19,002,376$263,779 ▲1.4%1,123,7360.3%UtilitiesSFMSprouts Farmers Market$16,584,183$2,437,203 ▲17.2%108,6490.3%Retail/WholesaleASOAcademy Sports and Outdoors$15,865,347$17,685,733 ▼-52.7%347,8480.3%Consumer DiscretionaryLOVELovesac$15,311,305$2,631,391 ▼-14.7%842,2060.3%Retail/WholesaleARAntero Resources$14,922,117$2,199,653 ▲17.3%368,9940.3%EnergyMODModine Manufacturing$13,422,961$13,422,961 ▲New Holding174,8920.2%Auto/Tires/TrucksCELHCelsius$13,270,837$13,270,837 ▲New Holding372,5670.2%Consumer StaplesCORE SCIENTIFIC INC$12,743,631$12,743,631 ▲New Holding1,760,1700.2%COMMON STOCKSNRGNRG Energy$11,516,103$2,991,239 ▲35.1%120,6380.2%UtilitiesShowing largest 100 holdings. 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