Hood River Capital Management LLC Top Holdings and 13F Report (2025) About Hood River Capital Management LLCInvestment ActivityHood River Capital Management LLC has $6.77 billion in total holdings as of December 31, 2024.Hood River Capital Management LLC owns shares of 159 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 22.29% of the portfolio was purchased this quarter.About 18.40% of the portfolio was sold this quarter.This quarter, Hood River Capital Management LLC has purchased 142 new stocks and bought additional shares in 82 stocks.Hood River Capital Management LLC sold shares of 37 stocks and completely divested from 23 stocks this quarter.Largest Holdings FTAI Aviation $298,137,449Semtech $213,385,098MasTec $208,444,499ACI Worldwide $175,170,658New Fortress Energy $155,023,258 Largest New Holdings this Quarter New Fortress Energy $155,023,258 HoldingDiodes $72,036,542 HoldingCamping World $62,142,470 HoldingVishay Intertechnology $53,859,968 HoldingBlackBerry $53,266,724 Holding Largest Purchases this Quarter New Fortress Energy 10,252,861 shares (about $155.02M)Famous Dave's of America 879,931 shares (about $76.48M)Diodes 1,168,097 shares (about $72.04M)Camping World 2,947,935 shares (about $62.14M)Vishay Intertechnology 3,179,455 shares (about $53.86M) Largest Sales this Quarter Comfort Systems USA 156,789 shares (about $66.49M)MACOM Technology Solutions 504,894 shares (about $65.59M)Kirby 598,240 shares (about $63.29M)Q2 513,437 shares (about $51.68M)Clearwater Analytics 1,668,551 shares (about $45.92M) 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 PortfolioSectorFTAIFTAI Aviation$298,137,449$22,169,052 ▲8.0%2,069,8244.4%AerospaceSMTCSemtech$213,385,098$3,695,105 ▲1.8%3,450,0423.2%Computer and TechnologyMTZMasTec$208,444,499$7,015,430 ▲3.5%1,531,1043.1%ConstructionACIWACI Worldwide$175,170,658$5,207,144 ▲3.1%3,374,5072.6%Computer and TechnologyNFENew Fortress Energy$155,023,258$155,023,258 ▲New Holding10,252,8612.3%Oils/EnergyAXONAxon Enterprise$153,199,055$2,719,014 ▼-1.7%257,7722.3%AerospaceAPLDApplied Digital$115,726,304$11,191,485 ▲10.7%15,147,4221.7%FinanceCCOICogent Communications$110,738,415$19,836,508 ▲21.8%1,436,8551.6%Computer and TechnologyHCIHCI Group$109,538,200$14,837,998 ▲15.7%940,0001.6%FinanceINSMInsmed$105,329,357$3,664,160 ▲3.6%1,525,6281.6%MedicalXPOXPO$104,728,914$3,728,332 ▲3.7%798,5431.5%TransportationWALWestern Alliance Bancorporation$104,403,447$3,688,792 ▲3.7%1,249,7421.5%FinanceSNSharkNinja$102,071,250$23,631,511 ▲30.1%1,048,3901.5%Retail/WholesaleCOHRCoherent$99,161,943$26,690,462 ▼-21.2%1,046,7851.5%Business ServicesFIXComfort Systems USA$98,404,395$66,487,943 ▼-40.3%232,0531.5%ConstructionFLRFluor$96,285,167$35,489,833 ▲58.4%1,952,2541.4%ConstructionVRNSVaronis Systems$94,053,067$10,307,671 ▲12.3%2,116,8821.4%Computer and TechnologyQTWOQ2$93,799,660$51,677,434 ▼-35.5%931,9391.4%Computer and TechnologyDAVEFamous Dave's of America$92,896,272$76,483,603 ▲466.0%1,068,7561.4%Business ServicesRDNTRadNet$92,389,869$2,785,289 ▲3.1%1,322,8791.4%MedicalKNFKnife River$92,140,116$3,804,487 ▲4.3%906,5341.4%ConstructionSITMSiTime$90,523,079$19,228,753 ▲27.0%421,9601.3%Computer and TechnologyATRCAtriCure$89,349,219$2,846,083 ▲3.3%2,923,7311.3%MedicalOLLIOllie's Bargain Outlet$86,459,998$2,407,586 ▲2.9%787,9341.3%Consumer StaplesCYBRCyberArk Software$84,278,621$349,807 ▲0.4%252,9751.2%Computer and TechnologySRRKScholar Rock$82,059,264$19,495,678 ▼-19.2%1,898,6411.2%MedicalSGSweetgreen$80,835,956$6,680,054 ▼-7.6%2,521,3961.2%Retail/WholesaleKRYSKrystal Biotech$80,323,655$1,664,043 ▲2.1%512,7261.2%MedicalCLHClean Harbors$78,639,068$42,121,834 ▼-34.9%341,7011.2%Business ServicesEXPEagle Materials$76,825,025$1,381,856 ▲1.8%311,3351.1%ConstructionBPMCBlueprint Medicines$76,747,669$18,097,801 ▲30.9%879,9321.1%MedicalRVMDRevolution Medicines$73,414,703$15,117,506 ▲25.9%1,678,4341.1%MedicalDIODDiodes$72,036,542$72,036,542 ▲New Holding1,168,0971.1%Computer and TechnologyCUBICustomers Bancorp$71,605,895$20,510,588 ▲40.1%1,470,9511.1%FinanceVSCOVictoria's Secret & Co.$71,413,258$489,709 ▼-0.7%1,724,1251.1%Retail/WholesaleVRNAVerona Pharma$68,975,289$2,383,394 ▲3.6%1,485,2561.0%MedicalLNTHLantheus$67,873,034$40,548,193 ▼-37.4%758,6971.0%MedicalIOVAIovance Biotherapeutics$66,537,640$6,267,326 ▲10.4%8,991,5731.0%MedicalKTOSKratos Defense & Security Solutions$62,603,723$19,516,478 ▼-23.8%2,373,1510.9%AerospaceCWHCamping World$62,142,470$62,142,470 ▲New Holding2,947,9350.9%Consumer DiscretionaryLTHLife Time Group$61,653,085$1,429,240 ▲2.4%2,787,2100.9%Consumer DiscretionaryEXLSExlService$61,301,650$1,930,708 ▲3.3%1,381,2900.9%Business ServicesRXORXO$56,540,875$9,109,431 ▼-13.9%2,371,6810.8%TransportationALHCAlignment Healthcare$55,721,194$15,808,635 ▲39.6%4,952,9950.8%MedicalAXSMAxsome Therapeutics$54,555,259$1,666,902 ▲3.2%644,7850.8%MedicalOSISOSI Systems$54,528,435$4,509,057 ▼-7.6%325,6790.8%Computer and TechnologyVSHVishay Intertechnology$53,859,968$53,859,968 ▲New Holding3,179,4550.8%Computer and TechnologyBBBlackBerry$53,266,724$53,266,724 ▲New Holding14,091,7260.8%Computer and TechnologyCECOCECO Environmental$52,622,570$20,346,301 ▲63.0%1,740,7400.8%Industrial ProductsITCIIntra-Cellular Therapies$51,378,247$1,266,998 ▲2.5%615,1610.8%MedicalFNFabrinet$50,295,791$16,983,091 ▲51.0%228,7420.7%Computer and TechnologyNOGNorthern Oil and Gas$50,261,984$5,225,736 ▼-9.4%1,352,5830.7%Oils/EnergyQXO INC$49,753,469$12,269,839 ▼-19.8%3,129,1490.7%COMMON STOCKSGLBEGlobal-E Online$49,359,138$29,990,518 ▼-37.8%905,1740.7%Retail/WholesaleNBIXNeurocrine Biosciences$48,465,417$12,537,252 ▲34.9%355,0580.7%MedicalZIZoomInfo Technologies$48,336,247$48,336,247 ▲New Holding4,599,0720.7%Computer and TechnologyDNNDenison Mines$47,918,052$3,242,185 ▼-6.3%26,621,1400.7%Basic MaterialsCIENCiena$47,175,478$21,179,771 ▼-31.0%556,2490.7%Computer and TechnologyCYTKCytokinetics$46,534,226$72,818 ▼-0.2%989,2480.7%MedicalTNDMTandem Diabetes Care$46,035,253$46,035,253 ▲New Holding1,278,0470.7%MedicalLSCCLattice Semiconductor$44,147,345$44,147,345 ▲New Holding779,3000.7%Computer and TechnologyCWANClearwater Analytics$43,810,712$45,918,524 ▼-51.2%1,591,9590.6%Computer and TechnologyTGTXTG Therapeutics$43,805,222$5,268,283 ▼-10.7%1,455,3230.6%MedicalCRNXCrinetics Pharmaceuticals$43,532,082$843,031 ▲2.0%851,4000.6%MedicalGENIGenius Sports$43,476,915$2,555,945 ▲6.2%5,026,2330.6%Computer and TechnologyHASIHannon Armstrong Sustainable Infrastructure Capital$43,031,483$2,710,259 ▲6.7%1,603,8570.6%FinanceFIPFTAI Infrastructure$42,774,758$10,545,636 ▲32.7%5,891,8400.6%FinanceBASECouchbase$42,692,716$11,792,182 ▲38.2%2,738,4680.6%Computer and TechnologyASOAcademy Sports and Outdoors$42,319,528$42,319,528 ▲New Holding735,6080.6%Consumer DiscretionaryAOSLAlpha and Omega Semiconductor$42,162,247$42,162,247 ▲New Holding1,138,5970.6%Computer and TechnologyLANDBRIDGE CO LLC-A$41,430,887$41,430,887 ▲New Holding641,3450.6%COMMON STOCKSENSGThe Ensign Group$40,430,494$14,944,226 ▲58.6%304,3090.6%MedicalMDGLMadrigal Pharmaceuticals$39,447,280$39,447,280 ▲New Holding127,8390.6%MedicalMTSIMACOM Technology Solutions$38,251,870$65,590,780 ▼-63.2%294,4490.6%Computer and TechnologyRYTMRhythm Pharmaceuticals$36,033,822$1,628,626 ▲4.7%643,6910.5%MedicalFROGJFrog$35,699,681$15,012,834 ▲72.6%1,213,8620.5%Computer and TechnologyMLTXMoonLake Immunotherapeutics$35,175,299$158,551 ▲0.5%649,5900.5%MedicalKEXKirby$34,627,917$63,293,792 ▼-64.6%327,2960.5%TransportationKRNTKornit Digital$34,036,489$10,914,456 ▲47.2%1,099,7250.5%Industrial ProductsSEMSelect Medical$33,095,567$26,538,953 ▲404.8%1,755,7330.5%MedicalPCVXVaxcyte$32,862,042$32,862,042 ▲New Holding401,4420.5%MedicalDIGITALOCEAN HOLDINGS INC$32,811,079$1,873,611 ▼-5.4%963,0490.5%COMMON STOCKSLITELumentum$32,810,346$32,810,346 ▲New Holding390,8320.5%Computer and TechnologyFLSFlowserve$32,767,246$62,064 ▲0.2%569,6670.5%Industrial ProductsODDITY TECH LTD-CL A$30,655,103$492,096 ▲1.6%729,5360.5%COMMON STOCKSAMSCAmerican Superconductor$30,446,276$4,822,406 ▼-13.7%1,236,1460.4%Computer and TechnologyPARPAR Technology$30,392,047$30,392,047 ▲New Holding418,2200.4%Business ServicesBHVNBiohaven$29,270,149$4,452,718 ▼-13.2%783,6720.4%MedicalENOVEnovis$29,023,548$29,023,548 ▲New Holding661,4300.4%MedicalTILEInterface$28,897,363$28,897,363 ▲New Holding1,186,7500.4%Consumer DiscretionaryIMVTImmunovant$28,376,958$50,803 ▲0.2%1,145,6180.4%MedicalLOVELovesac$23,351,166$1,401,405 ▲6.4%986,9470.3%Retail/WholesaleGFLGFL Environmental$20,217,018$1,970,806 ▲10.8%453,9070.3%Business ServicesMDUMDU Resources Group$19,968,629$63,593 ▲0.3%1,108,1370.3%UtilitiesMRVLMarvell Technology$18,971,444$3,410,586 ▲21.9%171,7650.3%Computer and TechnologyONESTREAM INC$18,427,114$18,427,114 ▲New Holding646,1120.3%COMMON STOCKSKRUSKura Sushi USA$18,279,587$9,539,523 ▲109.1%201,8060.3%Retail/WholesaleEVERUS CONSTRUCTION GROUP$18,213,736$18,213,736 ▲New Holding277,0150.3%COMMON STOCKSIIIVi3 Verticals$17,134,963$13,815,152 ▼-44.6%743,7050.3%Computer and TechnologyHAEHaemonetics$16,731,763$1,070,477 ▲6.8%214,2900.2%MedicalShowing largest 100 holdings. 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