Hood River Capital Management LLC 13F Holdings

CIK 0001578177 · PALM BEACH GARDENS, FL

As of Sep 30, 2025, Hood River Capital Management LLC reported 153 positions worth $8.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLIED DIGITAL CORPAPLDFinancial Services21,046,654$482.8M5.70%
MASTEC INCMTZIndustrials1,646,425$350.4M4.14%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials2,693,153$246.1M2.91%
DAVE INCDAVETechnology1,080,809$215.5M2.54%
COMFORT SYSTEMS USA INCFIXIndustrials241,191 99.0M2.35%
CIENA CORPCIENTechnology1,183,207 72.4M2.04%
ACI WORLDWIDE INCACIWTechnology2,982,235 57.4M1.86%
SEMTECH CORPSMTCTechnology2,196,663 57.0M1.85%
QXO INCQXOTechnology8,222,461 56.7M1.85%
XPO INCXPOIndustrials1,127,959 45.8M1.72%
HCI GROUP INCHCIFinancial Services740,610 42.1M1.68%
SITIME CORPSITMTechnology469,057 41.3M1.67%
OLLIE'S BARGAIN OUTLET HOLDINGS INCOLLIConsumer Defensive1,073,239 37.8M1.63%
FIRSTCASH HOLDINGS INCFCFSFinancial Services807,714 28.0M1.51%
INSMED INCINSMHealthcare881,403 26.9M1.50%
ONDAS HOLDINGS INCONDSTechnology16,101,140 24.3M1.47%
LIFE TIME GROUP HOLDINGS INCLTHConsumer Cyclical4,313,627 19.1M1.41%
CUSTOMERS BANCORP INCCUBIFinancial Services1,712,102 11.9M1.32%
MADRIGAL PHARMACEUTICALS INCMDGLHealthcare242,808 11.4M1.31%
UNITY SOFTWARE INCUTechnology2,775,655 11.1M1.31%
VARONIS SYSTEMS INCVRNSTechnology1,908,011 09.7M1.29%
TOWER SEMICONDUCTOR LTDTSEMTechnology1,510,590 09.2M1.29%
ATRICURE INCATRCHealthcare3,045,587 07.4M1.27%
KRYSTAL BIOTECH INCKRYSHealthcare606,946 07.1M1.27%
RADNET INCRDNTHealthcare1,371,294 04.5M1.23%