Hood River Capital Management LLC Top Holdings and 13F Report (2024) About Hood River Capital Management LLCInvestment ActivityHood River Capital Management LLC has $6.19 billion in total holdings as of September 30, 2024.Hood River Capital Management LLC owns shares of 142 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 30.83% of the portfolio was purchased this quarter.About 18.01% of the portfolio was sold this quarter.This quarter, Hood River Capital Management LLC has purchased 144 new stocks and bought additional shares in 95 stocks.Hood River Capital Management LLC sold shares of 14 stocks and completely divested from 35 stocks this quarter.Largest Holdings FTAI Aviation $254,625,104MasTec $182,135,436ACI Worldwide $166,656,576Semtech $154,801,052Comfort Systems USA $151,784,475 Largest New Holdings this Quarter Semtech $154,801,052 HoldingQXO INC $61,516,199 HoldingSiTime $56,997,575 HoldingExlService $51,036,536 HoldingCiena $49,640,370 Holding Largest Purchases this Quarter Semtech 3,390,299 shares (about $154.80M)QXO INC 3,900,837 shares (about $61.52M)SiTime 332,328 shares (about $57.00M)Western Alliance Bancorporation 649,645 shares (about $56.19M)ExlService 1,337,786 shares (about $51.04M) Largest Sales this Quarter FTAI Aviation 1,141,817 shares (about $151.75M)APi Group 998,369 shares (about $32.97M)Coherent 106,996 shares (about $9.51M)Evolent Health 325,073 shares (about $9.19M)FormFactor 158,201 shares (about $7.28M) 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$254,625,104$151,747,480 ▼-37.3%1,915,9154.1%AerospaceMTZMasTec$182,135,436$35,123,261 ▲23.9%1,479,5732.9%ConstructionACIWACI Worldwide$166,656,576$44,479,270 ▲36.4%3,274,1962.7%Computer and TechnologySMTCSemtech$154,801,052$154,801,052 ▲New Holding3,390,2992.5%Computer and TechnologyFIXComfort Systems USA$151,784,475$12,860,081 ▲9.3%388,8422.5%ConstructionLNTHLantheus$133,011,732$15,471,677 ▲13.2%1,211,9522.1%MedicalCLHClean Harbors$126,832,005$11,950,868 ▲10.4%524,7282.0%Business ServicesCOHRCoherent$118,120,314$9,513,014 ▼-7.5%1,328,5381.9%Business ServicesQTWOQ2$115,297,644$14,633,966 ▲14.5%1,445,3761.9%Computer and TechnologyKEXKirby$113,313,372$13,865,565 ▲13.9%925,5361.8%TransportationAPLDApplied Digital$112,881,186$33,712,280 ▲42.6%13,682,5681.8%FinanceINSMInsmed$107,496,515$11,472,899 ▲11.9%1,472,5551.7%MedicalVRNSVaronis Systems$106,495,946$21,865,274 ▲25.8%1,884,8841.7%Computer and TechnologyAXONAxon Enterprise$104,833,861$14,983,801 ▲16.7%262,3471.7%Industrial ProductsWALWestern Alliance Bancorporation$104,271,133$56,187,796 ▲116.9%1,205,5861.7%FinanceSGSweetgreen$96,769,886$38,524,543 ▲66.1%2,729,7571.6%Retail/WholesaleKRYSKrystal Biotech$91,397,991$3,456,568 ▼-3.6%502,1041.5%MedicalCCOICogent Communications$89,545,514$23,178,224 ▲34.9%1,179,4721.4%Computer and TechnologyRDNTRadNet$89,027,231$10,914,076 ▲14.0%1,282,9981.4%MedicalMTSIMACOM Technology Solutions$88,934,902$10,515,071 ▲13.4%799,3431.4%Computer and TechnologyEXPEagle Materials$87,944,673$11,035,405 ▲14.3%305,7351.4%ConstructionSNSharkNinja$87,584,060$10,057,958 ▲13.0%805,6671.4%Consumer DiscretionaryHCIHCI Group$87,004,236$4,830,975 ▲5.9%812,6681.4%FinanceXPOXPO$82,795,064$19,987,722 ▲31.8%770,1151.3%TransportationCWANClearwater Analytics$82,327,878$23,320,824 ▲39.5%3,260,5101.3%Computer and TechnologyATRCAtriCure$79,370,024$29,592,210 ▲59.4%2,830,6001.3%MedicalKNFKnife River$77,689,117$9,663,238 ▲14.2%869,1031.3%ConstructionRXORXO$77,106,064$31,309,768 ▲68.4%2,753,7881.2%TransportationIOVAIovance Biotherapeutics$76,478,141$50,820,652 ▲198.1%8,144,6371.2%MedicalFORMFormFactor$74,812,192$7,277,246 ▼-8.9%1,626,3521.2%Computer and TechnologyOLLIOllie's Bargain Outlet$74,454,520$51,033,791 ▲217.9%765,9931.2%Consumer StaplesCYBRCyberArk Software$73,463,849$8,264,519 ▲12.7%251,9251.2%Computer and TechnologyKTOSKratos Defense & Security Solutions$72,532,248$9,700,536 ▲15.4%3,112,9721.2%AerospaceGVAGranite Construction$66,686,372$29,402,415 ▲78.9%841,1501.1%ConstructionLTHLife Time Group$66,485,819$22,240,662 ▲50.3%2,722,5971.1%MedicalBPMCBlueprint Medicines$62,200,330$15,689,480 ▲33.7%672,4361.0%MedicalQXO INC$61,516,199$61,516,199 ▲New Holding3,900,8371.0%COMMON STOCKSOPCHOption Care Health$60,827,356$6,708,748 ▲12.4%1,943,3661.0%MedicalRVMDRevolution Medicines$60,443,024$18,992,988 ▲45.8%1,332,8121.0%MedicalFLRFluor$58,810,733$6,708,360 ▲12.9%1,232,6710.9%ConstructionSITMSiTime$56,997,575$56,997,575 ▲New Holding332,3280.9%Computer and TechnologyAXSMAxsome Therapeutics$56,176,299$6,831,738 ▲13.8%625,0840.9%MedicalGLBEGlobal-E Online$55,936,197$17,589,990 ▲45.9%1,455,1560.9%Retail/WholesaleTMDXTransMedics Group$54,094,507$34,442,189 ▲175.3%344,5510.9%MedicalOSISOSI Systems$53,536,776$5,438,854 ▲11.3%352,6100.9%Computer and TechnologyNOGNorthern Oil and Gas$52,874,602$19,037,549 ▲56.3%1,493,2110.9%Oils/EnergyCYTKCytokinetics$52,314,029$13,366,795 ▲34.3%990,7960.8%MedicalDNNDenison Mines$52,012,908$5,780,216 ▲12.5%28,422,3540.8%Basic MaterialsCZRCaesars Entertainment$51,846,924$6,942,030 ▲15.5%1,242,1400.8%Consumer DiscretionaryHASIHannon Armstrong Sustainable Infrastructure Capital$51,802,929$17,741,916 ▲52.1%1,502,8410.8%FinanceVKTXViking Therapeutics$51,640,574$6,400,641 ▲14.1%815,6780.8%MedicalEXLSExlService$51,036,536$51,036,536 ▲New Holding1,337,7860.8%Business ServicesCIENCiena$49,640,370$49,640,370 ▲New Holding805,9810.8%Computer and TechnologyCUBICustomers Bancorp$48,754,663$23,250,687 ▲91.2%1,049,6160.8%FinanceBHVNBiohaven$45,117,313$26,683,280 ▲144.8%902,8880.7%MedicalVSCOVictoria's Secret & Co.$44,613,864$44,613,864 ▲New Holding1,735,9480.7%Consumer DiscretionaryITCIIntra-Cellular Therapies$43,901,341$8,229,649 ▲23.1%599,9910.7%MedicalCRNXCrinetics Pharmaceuticals$42,664,003$21,695,527 ▲103.5%834,9120.7%MedicalALHCAlignment Healthcare$41,934,795$5,213,719 ▲14.2%3,547,7830.7%MedicalFIPFTAI Infrastructure$41,551,595$13,872,550 ▲50.1%4,439,2730.7%FinanceVRNAVerona Pharma$41,254,281$10,687,422 ▲35.0%1,433,9340.7%MedicalDIGITALOCEAN HOLDINGS INC$41,118,716$7,851,250 ▲23.6%1,018,0420.7%COMMON STOCKSTGTXTG Therapeutics$38,133,863$1,343,054 ▲3.7%1,630,3490.6%MedicalGENIGenius Sports$37,089,064$21,198,380 ▲133.4%4,730,7480.6%Computer and TechnologyEVHEvolent Health$36,548,478$9,193,064 ▼-20.1%1,292,3790.6%Computer and TechnologyFNFabrinet$35,821,606$35,821,606 ▲New Holding151,5040.6%Computer and TechnologySPXCSPX Technologies$34,411,787$4,507,137 ▲15.1%215,8020.6%Business ServicesSMITH DOUGLAS HOMES CORP$34,151,269$34,151,269 ▲New Holding903,9510.6%COMMON STOCKSAMSCAmerican Superconductor$33,793,784$7,152,546 ▼-17.5%1,431,9400.5%Computer and TechnologyTFIITFI International$33,519,433$4,085,893 ▲13.9%244,8640.5%TransportationMLTXMoonLake Immunotherapeutics$32,604,698$32,604,698 ▲New Holding646,6620.5%MedicalIMVTImmunovant$32,603,095$32,603,095 ▲New Holding1,143,5670.5%MedicalRYTMRhythm Pharmaceuticals$32,198,789$32,198,789 ▲New Holding614,5980.5%MedicalBASECouchbase$31,951,033$5,677,158 ▲21.6%1,982,0740.5%Computer and TechnologyPSNParsons$31,921,932$31,921,932 ▲New Holding307,8890.5%Business ServicesNBIXNeurocrine Biosciences$30,327,056$2,225,244 ▲7.9%263,2100.5%MedicalMDUMDU Resources Group$30,277,305$3,662,661 ▲13.8%1,104,6080.5%UtilitiesCECOCECO Environmental$30,108,858$14,962,497 ▲98.8%1,067,6900.5%Industrial ProductsDFHDream Finders Homes$29,995,205$29,995,205 ▲New Holding828,3680.5%ConstructionFLSFlowserve$29,390,314$3,694,181 ▲14.4%568,5880.5%Industrial ProductsTRNSTranscat$29,259,793$5,487,668 ▲23.1%242,2770.5%Computer and TechnologyODDITY TECH LTD-CL A$28,985,774$4,920,949 ▲20.4%717,8250.5%COMMON STOCKSIIIVi3 Verticals$28,626,171$3,263,350 ▲12.9%1,343,3210.5%Computer and TechnologyENSGThe Ensign Group$27,588,703$27,588,703 ▲New Holding191,8280.4%MedicalROADConstruction Partners$27,352,317$5,873,949 ▼-17.7%391,8670.4%ConstructionLOVELovesac$26,579,063$4,403,534 ▲19.9%927,7160.4%Retail/WholesaleFROGJFrog$20,426,591$20,426,591 ▲New Holding703,3950.3%Computer and TechnologyKRNTKornit Digital$19,300,734$19,300,734 ▲New Holding747,0770.3%Industrial ProductsSRRKScholar Rock$18,821,265$12,150,601 ▲182.1%2,349,7210.3%MedicalUCTTUltra Clean$18,309,223$3,684,221 ▲25.2%458,5330.3%Computer and TechnologyGFLGFL Environmental$16,337,201$3,601,563 ▲28.3%409,6590.3%Business ServicesHAEHaemonetics$16,122,620$3,577,714 ▼-18.2%200,5800.3%MedicalSEMSelect Medical$12,128,867$2,609,706 ▼-17.7%347,8310.2%MedicalPACS GROUP INC$11,112,739$4,525,763 ▲68.7%278,0270.2%COMMON STOCKSTTMITTM Technologies$10,494,608$2,222,996 ▲26.9%575,0470.2%Computer and TechnologyMRVLMarvell Technology$10,160,698$2,311,734 ▲29.5%140,8860.2%Business ServicesBDRBFBombardier$9,628,565$2,152,844 ▲28.8%126,6250.2%IndustrialsSFMSprouts Farmers Market$9,619,913$3,491,716 ▲57.0%87,1290.2%Retail/WholesaleAGXArgan$9,408,951$2,137,536 ▲29.4%92,7630.2%ConstructionROOTRoot$9,291,727$2,183,155 ▲30.7%245,9430.2%FinanceShowing largest 100 holdings. 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