Hood River Capital Management LLC Top Holdings and 13F Report (2025) About Hood River Capital Management LLCInvestment ActivityHood River Capital Management LLC has $7.16 billion in total holdings as of June 30, 2025.Hood River Capital Management LLC owns shares of 148 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 25.26% of the portfolio was purchased this quarter.About 21.35% of the portfolio was sold this quarter.This quarter, Hood River Capital Management LLC has purchased 144 new stocks and bought additional shares in 68 stocks.Hood River Capital Management LLC sold shares of 40 stocks and completely divested from 36 stocks this quarter.Largest Holdings MasTec $288,479,362Dave $286,809,237Applied Digital $220,120,442Lumentum $209,745,422QXO INC $178,835,742 Largest New Holdings this Quarter 82846H405 - QXO INC $178,835,742 Holding185123106 - Clearwater Analytics $99,104,609 HoldingQ4982L109 - IREN $74,227,914 Holding497266106 - Kirby $73,783,979 HoldingG81276100 - Signet Jewelers $56,537,219 Holding Largest Purchases this Quarter QXO INC 8,302,495 shares (about $178.84M)Ollie's Bargain Outlet 773,013 shares (about $101.87M)Clearwater Analytics 4,519,134 shares (about $99.10M)Lumentum 994,551 shares (about $94.54M)IREN 5,094,572 shares (about $74.23M) Largest Sales this Quarter Insmed 658,683 shares (about $66.29M)Western Alliance Bancorporation 784,266 shares (about $61.16M)Knife River 619,357 shares (about $50.56M)Clean Harbors 196,958 shares (about $45.53M)Fabrinet 130,291 shares (about $38.39M) 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 PortfolioSectorMTZMasTec$288,479,362$23,565,186 ▲8.9%1,692,6564.0%ConstructionDAVEDave$286,809,237$15,639,445 ▼-5.2%1,068,5494.0%Business ServicesAPLDApplied Digital$220,120,442$5,964,602 ▲2.8%21,859,0313.1%FinanceLITELumentum$209,745,422$94,542,018 ▲82.1%2,206,4532.9%Computer and TechnologyQXO INC$178,835,742$178,835,742 ▲New Holding8,302,4952.5%COMMON STOCKSOLLIOllie's Bargain Outlet$163,451,873$101,867,653 ▲165.4%1,240,3392.3%Consumer StaplesACIWACI Worldwide$154,535,126$3,949,545 ▼-2.5%3,366,0452.2%Computer and TechnologyVRNAVerona Pharma PLC American Depositary Share$147,778,129$2,848,655 ▲2.0%1,562,4672.1%MedicalHCIHCI Group$131,547,373$11,721,987 ▼-8.2%864,3061.8%FinanceFIXComfort Systems USA$130,505,471$2,630,110 ▲2.1%243,3851.8%ConstructionKTOSKratos Defense & Security Solutions$127,990,467$15,056,303 ▲13.3%2,755,4461.8%AerospaceXPOXPO$127,378,746$27,004,970 ▲26.9%1,008,6211.8%TransportationSITMSiTime$103,594,595$2,219,654 ▼-2.1%486,1771.4%Computer and TechnologySMTCSemtech$101,322,643$26,837,039 ▲36.0%2,244,6311.4%Computer and TechnologyLTHLife Time Group$100,428,150$17,631,557 ▲21.3%3,311,1821.4%Consumer DiscretionaryATRCAtriCure$100,310,903$2,026,890 ▲2.1%3,061,0591.4%MedicalCWANClearwater Analytics$99,104,609$99,104,609 ▲New Holding4,519,1341.4%Computer and TechnologyCIENCiena$98,902,810$29,960,833 ▲43.5%1,216,0681.4%Computer and TechnologyCYBRCyberArk Software$97,393,238$7,419,457 ▼-7.1%239,3661.4%Computer and TechnologyVRNSVaronis Systems$97,250,550$12,499,116 ▼-11.4%1,916,2671.4%Computer and TechnologyTMDXTransMedics Group$91,106,296$15,534,975 ▼-14.6%679,8471.3%MedicalINSMInsmed$90,536,046$66,289,857 ▼-42.3%899,6031.3%MedicalEXLSExlService$90,523,082$21,993,090 ▲32.1%2,067,2091.3%Computer and TechnologyCUBICustomers Bancorp$89,462,489$1,375,456 ▲1.6%1,523,0251.2%FinanceOSISOSI Systems$84,785,936$877,629 ▲1.0%377,0611.2%Computer and TechnologyFCFSFirstCash$82,576,621$24,656,428 ▲42.6%611,0451.2%Business ServicesAPGAPi Group$78,811,756$35,124,646 ▲80.4%1,543,8151.1%Business ServicesRDNTRadNet$78,373,151$1,196,647 ▲1.6%1,377,1421.1%MedicalALHCAlignment Healthcare$77,242,704$4,359,936 ▲6.0%5,517,3361.1%MedicalFNFabrinet$77,072,375$38,394,152 ▼-33.3%261,5461.1%Computer and TechnologyENSGThe Ensign Group$75,898,388$28,887,036 ▲61.4%492,0161.1%MedicalIRENIREN$74,227,914$74,227,914 ▲New Holding5,094,5721.0%FinanceMDGLMadrigal Pharmaceuticals$74,067,508$225,164 ▲0.3%244,7381.0%MedicalKEXKirby$73,783,979$73,783,979 ▲New Holding650,5951.0%TransportationKRYSKrystal Biotech$73,269,342$1,151,777 ▲1.6%533,0231.0%MedicalGENIGenius Sports$70,837,863$2,239,994 ▲3.3%6,811,3331.0%Computer and TechnologySRRKScholar Rock$69,953,225$1,091,149 ▲1.6%1,974,9641.0%MedicalRMBSRambus$61,177,512$685,398 ▲1.1%955,6000.9%Computer and TechnologyEXPEagle Materials$60,808,229$3,175,350 ▼-5.0%300,8670.8%ConstructionAXONAxon Enterprise$60,712,012$3,252,976 ▼-5.1%73,3290.8%AerospaceGVAGranite Construction$60,509,666$16,199,392 ▲36.6%647,0930.8%ConstructionCELHCelsius$60,407,388$43,124,005 ▲249.5%1,302,1640.8%Consumer StaplesESEESCO Technologies$58,261,517$21,861,668 ▲60.1%303,6510.8%IndustrialsQTWOQ2$58,161,506$7,081,955 ▲13.9%621,4500.8%Computer and TechnologySIGSignet Jewelers$56,537,219$56,537,219 ▲New Holding710,7130.8%Retail/WholesaleTGTXTG Therapeutics$56,414,541$396,538 ▲0.7%1,567,5060.8%MedicalMODModine Manufacturing$55,599,901$38,373,039 ▲222.8%564,4660.8%Auto/Tires/TrucksCECOCECO Environmental$54,970,688$398,407 ▲0.7%1,941,7410.8%IndustrialsENOVEnovis$54,426,315$9,186,912 ▲20.3%1,735,5330.8%MedicalODDITY TECH LTD-CL A$54,030,105$1,628,944 ▼-2.9%715,9150.8%COMMON STOCKSBBBlackBerry$52,441,124$52,441,124 ▲New Holding11,450,0270.7%Computer and TechnologyDNNDenison Mine$48,405,863$549,973 ▼-1.1%26,596,6280.7%Basic MaterialsTNDMTandem Diabetes Care$47,811,190$4,714,690 ▲10.9%2,564,9780.7%MedicalUTIUniversal Technical Institute$46,794,804$12,173,051 ▲35.2%1,380,7850.7%Consumer DiscretionaryFROGJFrog$46,106,603$3,093,891 ▼-6.3%1,050,7430.6%Computer and TechnologyWALWestern Alliance Bancorporation$45,442,611$61,157,063 ▼-57.4%582,7470.6%FinanceLANDBRIDGE CO LLC-A$45,256,839$1,914,744 ▲4.4%669,6780.6%COMMON STOCKSKRNTKornit Digital$43,454,949$12,206,224 ▲39.1%2,182,5690.6%IndustrialsAMSCAmerican Superconductor$42,887,161$2,575,271 ▼-5.7%1,168,9060.6%Computer and TechnologyKNFKnife River$42,196,940$50,564,305 ▼-54.5%516,8660.6%ConstructionWAYSTAR HOLDING CORP$41,472,996$132,909 ▲0.3%1,014,7540.6%COMMON STOCKSRVMDRevolution Medicines$41,426,276$21,743,920 ▼-34.4%1,126,0200.6%MedicalGTLSChart Industries$41,118,538$20,953,688 ▼-33.8%249,7330.6%IndustrialsALCCAltC Acquisition$40,918,780$40,918,780 ▲New Holding730,8230.6%EnergyAXSMAxsome Therapeutics$38,739,547$38,739,547 ▲New Holding371,1040.5%MedicalLSCCLattice Semiconductor$37,225,982$26,035,784 ▼-41.2%759,8690.5%Computer and TechnologyFIPFTAI Infrastructure$36,940,166$467,587 ▲1.3%5,987,0610.5%FinanceKARMAN HOLDINGS INC$36,790,349$36,790,349 ▲New Holding730,4020.5%COMMON STOCKSRDWRedwire$36,205,870$36,205,870 ▲New Holding2,221,2190.5%AerospaceASOAcademy Sports and Outdoors$35,074,669$19,487,600 ▲125.0%782,7420.5%Consumer DiscretionaryNOGNorthern Oil and Gas$34,667,656$4,398,077 ▼-11.3%1,222,8450.5%EnergyCDNACareDx$34,507,269$3,556,769 ▲11.5%1,765,9810.5%MedicalRYTMRhythm Pharmaceuticals$34,355,645$7,313,800 ▼-17.6%543,6880.5%MedicalTILEInterface$34,040,405$70,095 ▼-0.2%1,626,3930.5%Consumer DiscretionaryTTMITTM Technologies$33,951,749$11,496,994 ▼-25.3%831,7430.5%Computer and TechnologyFRPTFreshpet$33,704,898$33,704,898 ▲New Holding495,9520.5%Consumer StaplesLNTHLantheus$33,331,509$27,257,415 ▼-45.0%407,1770.5%MedicalNBIXNeurocrine Biosciences$32,369,951$10,008,192 ▼-23.6%257,5380.5%MedicalNANO NUCLEAR ENERGY INC$31,935,188$31,935,188 ▲New Holding925,9260.4%COMMON STOCKSMLTXMoonLake Immunotherapeutics$31,881,004$588,206 ▲1.9%675,4450.4%MedicalMIRMirion Technologies$31,654,978$31,654,978 ▲New Holding1,470,2730.4%Business ServicesKRUSKura Sushi USA$31,560,974$31,560,974 ▲New Holding366,6470.4%Retail/WholesaleSLIDE INSURANCE HOLDINGS INC$31,542,462$31,542,462 ▲New Holding1,456,2540.4%COMMON STOCKSPTCTPTC Therapeutics$31,086,758$26,966,029 ▲654.4%636,5020.4%MedicalCLHClean Harbors$30,449,874$45,532,751 ▼-59.9%131,7150.4%Business ServicesWSBCWesBanco$29,869,443$29,869,443 ▲New Holding944,3390.4%FinanceTRNSTranscat$29,220,899$104,184 ▼-0.4%339,9360.4%Computer and TechnologyZIZoomInfo Technologies$28,930,449$29,950,090 ▼-50.9%2,858,7400.4%Computer and TechnologyGFLGFL Environmental$28,535,130$2,645,366 ▲10.2%565,5000.4%Business ServicesNCNOnCino$28,183,271$28,183,271 ▲New Holding1,007,6250.4%Computer and TechnologyPARPAR Technology$25,956,936$3,188,037 ▼-10.9%374,1810.4%Business ServicesCWHCamping World$25,815,375$35,280,172 ▼-57.7%1,501,7670.4%Auto/Tires/TrucksHINGE HEALTH INC-A$25,664,843$25,664,843 ▲New Holding495,9390.4%COMMON STOCKSCRNXCrinetics Pharmaceuticals$25,552,397$455,415 ▲1.8%888,4700.4%MedicalDIGITALOCEAN HOLDINGS INC$25,526,842$2,597,589 ▼-9.2%893,7970.4%COMMON STOCKSSEMSelect Medical$25,150,558$20,647,942 ▼-45.1%1,656,8220.4%MedicalHASIHA Sustainable Infrastructure Capital$22,486,897$19,188,193 ▼-46.0%837,1890.3%FinanceSEQUANS COMMUNICATIONS-ADR$20,746,344$20,746,344 ▲New Holding14,113,1590.3%COMMON STOCKSNRGNRG Energy$20,141,389$769,339 ▲4.0%125,4290.3%UtilitiesSFMSprouts Farmers Market$18,232,728$344,756 ▲1.9%110,7430.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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