Hood River Capital Management LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$4.8T
Holdings
144
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTAIFTAI AVIATION LTD | 3,057,732 | $315.6B | 6.54% | |
| 2 | MTZMASTEC INC | 1,194,250 | $127.8B | 2.65% | |
| 3 | RMBS*RAMBUS INC | 2,165,548 | $127.2B | 2.64% | |
| 4 | FIXCOMFORT SYSTEMS USA INC | 355,897 | $108.2B | 2.24% | |
| 5 | FMFFORMFACTOR INC | 1,784,553 | $108.0B | 2.24% | |
| 6 | CLHCLEAN HARBORS INC | 475,285 | $107.5B | 2.23% | |
| 7 | COHRCOHERENT INC | 1,435,534 | $104.0B | 2.16% | |
| 8 | KEXKIRBY CORP | 812,283 | $97.3B | 2.02% | |
| 9 | KRYSKRYSTAL BIOTECH INC | 521,093 | $95.7B | 1.98% | |
| 10 | TSAACI WORLDWIDE INC | 2,400,340 | $95.0B | 1.97% | |
| 11 | IM8NINSMED INC | 1,315,392 | $88.1B | 1.83% | |
| 12 | LNTHLANTHEUS HOLDINGS INC | 1,070,980 | $86.0B | 1.78% | |
| 13 | ONTOONTO INNOVATION INC | 382,630 | $84.0B | 1.74% | |
| 14 | MTSIMACOM TECHNOLOGY SOLUTIONS H | 704,834 | $78.6B | 1.63% | |
| 15 | QTWOQ2 HOLDINGS INC | 1,261,924 | $76.1B | 1.58% | |
| 16 | CAMTCAMTEK LTD | 585,239 | $73.3B | 1.52% | |
| 17 | VRNSVARONIS SYSTEMS INC | 1,497,888 | $71.9B | 1.49% | |
| 18 | HCIHCI GROUP INC | 767,544 | $70.7B | 1.47% | |
| 19 | RDNTRADNET INC | 1,125,712 | $66.3B | 1.37% | |
| 20 | AXONAXON ENTERPRISE INC | 224,850 | $66.2B | 1.37% | |
| 21 | VRTVERTIV HOLDINGS LLC | 757,391 | $65.6B | 1.36% | |
| 22 | FCFSFIRSTCASH HOLDINGS INC | 613,844 | $64.4B | 1.33% | |
| 23 | XPOXPO INC | 584,200 | $62.0B | 1.28% | |
| 24 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 223,584 | $61.1B | 1.27% | |
| 25 | CAVACAVA GROUP INC | 656,870 | $60.9B | 1.26% | |
| 26 | EXPEAGLE MATERIALS INC | 267,371 | $58.1B | 1.20% | |
| 27 | APLDAPPLIED DIGITAL CORP | 9,596,231 | $57.1B | 1.18% | |
| 28 | 2L9BLUEPRINT MEDICINES CORP | 502,820 | $54.2B | 1.12% | |
| 29 | KTOSKRATOS DEFENSE & SECURITY | 2,696,640 | $54.0B | 1.12% | |
| 30 | SNSHARKNINJA INC | 713,146 | $53.6B | 1.11% | |
| 31 | KNFKNIFE RIVER CORP | 761,001 | $53.4B | 1.11% | |
| 32 | DMLDENISON MINES CORP | 25,263,766 | $50.3B | 1.04% | |
| 33 | SGSWEETGREEN INC - CLASS A | 1,643,028 | $49.5B | 1.03% | |
| 34 | OGM1COGENT COMMUNICATIONS HOLDINGS INC | 874,174 | $49.3B | 1.02% | |
| 35 | ASAMER SPORTS INC | 3,896,784 | $49.0B | 1.01% | |
| 36 | OPCHOPTION CARE HEALTH INC | 1,729,029 | $47.9B | 0.99% | |
| 37 | FLRFLUOR CORP | 1,092,064 | $47.6B | 0.99% | |
| 38 | AXSMAXSOME THERAPEUTICS INC | 549,066 | $44.2B | 0.92% | |
| 39 | OSISOSI SYSTEMS INC | 316,788 | $43.6B | 0.90% | |
| 40 | CWANCLEARWATER ANALYTICS HDS-A | 2,336,913 | $43.3B | 0.90% | |
| 41 | APGAPI GROUP CORP | 1,141,485 | $43.0B | 0.89% | |
| 42 | RXORXO INC | 1,635,582 | $42.8B | 0.89% | |
| 43 | CZRCAESARS ENTERTAINMENT INC | 1,075,824 | $42.8B | 0.89% | |
| 44 | ICHRICHOR HOLDINGS LTD | 1,108,227 | $42.7B | 0.89% | |
| 45 | ASPNASPEN AEROGELS INC | 1,752,519 | $41.8B | 0.87% | |
| 46 | AMSCAMERICAN SUPERCONDUCTOR CORP | 1,735,014 | $40.6B | 0.84% | |
| 47 | ATRCATRICURE INC | 1,775,243 | $40.4B | 0.84% | |
| 48 | CYTKCYTOKINETICS INC | 737,637 | $40.0B | 0.83% | |
| 49 | VKTXVIKING THERAPEUTICS INC | 714,578 | $37.9B | 0.78% | |
| 50 | GLBEGLOBAL-E ONLINE LTD | 997,560 | $36.2B | 0.75% | |
| 51 | NOGNORTHERN OIL AND GAS INC | 955,579 | $35.5B | 0.74% | |
| 52 | RVMDREVOLUTION MEDICINES INC | 914,003 | $35.5B | 0.74% | |
| 53 | WEAWESTERN ALLIANCE BANCORP | 555,941 | $34.9B | 0.72% | |
| 54 | LTHLIFE TIME GROUP HOLDINGS INC | 1,811,841 | $34.1B | 0.71% | |
| 55 | NBIXNEUROCRINE BIOSCIENCES INC | 243,897 | $33.6B | 0.70% | |
| 56 | ITCIEURINTRA-CELLULAR THERAPIES INC | 487,518 | $33.4B | 0.69% | |
| 57 | TFIITFI INTERNATIONAL INC | 215,016 | $31.2B | 0.65% | |
| 58 | EVHEVOLENT HEALTH INC - A | 1,617,452 | $30.9B | 0.64% | |
| 59 | BASECOUCHBASE INC | 1,629,893 | $29.8B | 0.62% | |
| 60 | HASIHA SUSTAINABLE INFRASTRUCTURE | 988,135 | $29.2B | 0.61% | |
| 61 | GVAGRANITE CONSTRUCTION INC | 470,282 | $29.1B | 0.60% | |
| 62 | INFNEURINFINERA CORP | 4,753,842 | $29.0B | 0.60% | |
| 63 | DOCNDIGITALOCEAN HOLDINGS INC | 823,656 | $28.6B | 0.59% | |
| 64 | TGTXTG THERAPEUTICS INC | 1,572,929 | $28.0B | 0.58% | |
| 65 | DUOLDUOLINGO | 129,003 | $26.9B | 0.56% | |
| 66 | SPXCSPX TECHNOLOGIES INC | 187,537 | $26.7B | 0.55% | |
| 67 | CUBICUSTOMERS BANCO | 549,063 | $26.3B | 0.55% | |
| 68 | ROADCONSTRUCTION PARTNERS INC-A | 476,021 | $26.3B | 0.54% | |
| 69 | IIIVI3 VERTICALS INC-CLASS A | 1,190,184 | $26.3B | 0.54% | |
| 70 | FIPFTAI INFRASTRUCTURE LLC | 2,957,163 | $25.5B | 0.53% | |
| 71 | MDUMDU RESOURCES GROUP INC | 970,983 | $24.4B | 0.51% | |
| 72 | ALHCALIGNMENT HEALTHCARE INC | 3,106,690 | $24.3B | 0.50% | |
| 73 | MXLMAXLINEAR INC | 1,200,811 | $24.2B | 0.50% | |
| 74 | FLSFLOWSERVE CORP | 497,120 | $23.9B | 0.50% | |
| 75 | OLLIOLLIE'S BARGAIN OUTLET HLDG INC | 240,954 | $23.7B | 0.49% | |
| 76 | TRNSTRANSCAT INC | 196,838 | $23.6B | 0.49% | |
| 77 | ODDODDITY TECH LTD-CL A | 595,959 | $23.4B | 0.48% | |
| 78 | ITRIITRON INC | 228,492 | $22.6B | 0.47% | |
| 79 | IOVAIOVANCE BIOTHERAPEUTICS INC | 2,732,427 | $21.9B | 0.45% | |
| 80 | INDIINDIE SEMICONDUCTOR INC-A | 3,454,324 | $21.3B | 0.44% | |
| 81 | SIMOSILICON MOTION TECHNOL-ADR | 261,857 | $21.2B | 0.44% | |
| 82 | WULFTERAWULF INC | 4,613,919 | $20.5B | 0.43% | |
| 83 | HAEHAEMONETICS CORP | 245,090 | $20.3B | 0.42% | |
| 84 | TMDXTRANSMEDICS GROUP INC | 125,174 | $18.9B | 0.39% | |
| 85 | CRNXCRINETICS PHARMACEUTICALS IN | 410,342 | $18.4B | 0.38% | |
| 86 | UCTTULTRA CLEAN HOLDINGS INC | 366,266 | $17.9B | 0.37% | |
| 87 | LOVELOVESAC CO/THE | 774,015 | $17.5B | 0.36% | |
| 88 | ARHSARHAUS INC | 1,022,489 | $17.3B | 0.36% | |
| 89 | CECOCECO ENVIRONMENTAL CORP | 537,105 | $15.5B | 0.32% | |
| 90 | VRNAVERONA PHARMA PLC - ADR | 1,062,456 | $15.4B | 0.32% | |
| 91 | SEMSELECT MEDICAL HOLDINGS CORP | 422,672 | $14.8B | 0.31% | |
| 92 | CDNSCADENCE DESIGNS SYSTEMS | 44,536 | $13.7B | 0.28% | |
| 93 | IRENIRIS ENERGY LTD | 1,206,171 | $13.6B | 0.28% | |
| 94 | BHVNBIOHAVEN LTD | 368,902 | $12.8B | 0.27% | |
| 95 | INSPINSPIRE MEDICAL SYSTEMS INC | 93,082 | $12.5B | 0.26% | |
| 96 | GFLGFL ENVIRONMENTAL INC-SUB VT | 319,349 | $12.4B | 0.26% | |
| 97 | AAOIAPPLIED OPTOELECTRONICS INC | 1,375,404 | $11.4B | 0.24% | |
| 98 | GENIGENIUS SPORTS LTD | 2,026,873 | $11.0B | 0.23% | |
| 99 | WBTNWEBTOON ENTERTAINMENT INC | 453,441 | $10.4B | 0.21% | |
| 100 | ROOTROOT INC/OH | 188,157 | $9.5B | 0.20% |
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