Hood River Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$7.2B
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTZMASTEC INC | 1,692,656 | $288.5B | 4028.32% | |
| 2 | DAVEDAVE INC | 1,068,549 | $286.8B | 4005.00% | |
| 3 | APLDAPPLIED DIGITAL CORP | 21,859,031 | $220.1B | 3073.76% | |
| 4 | LITELUMENTUM HOLDINGS INC | 2,206,453 | $209.7B | 2928.88% | |
| 5 | QXOQXO INC | 8,302,495 | $178.8B | 2497.26% | |
| 6 | OLLIOLLIE'S BARGAIN OUTLET HLDG INC | 1,240,339 | $163.5B | 2282.44% | |
| 7 | TSAACI WORLDWIDE INC | 3,366,045 | $154.5B | 2157.93% | |
| 8 | VRNAVERONA PHARMA PLC - ADR | 1,562,467 | $147.8B | 2063.57% | |
| 9 | HCIHCI GROUP INC | 864,306 | $131.5B | 1836.93% | |
| 10 | FIXCOMFORT SYSTEMS USA INC | 243,385 | $130.5B | 1822.38% | |
| 11 | KTOSKRATOS DEFENSE & SECURITY | 2,755,446 | $128.0B | 1787.26% | |
| 12 | XPOXPO INC | 1,008,621 | $127.4B | 1778.72% | |
| 13 | SITMSITIME CORP | 486,177 | $103.6B | 1446.59% | |
| 14 | SMTCSEMTECH CORP | 2,244,631 | $101.3B | 1414.87% | |
| 15 | LTHLIFE TIME GROUP HOLDINGS INC | 3,311,182 | $100.4B | 1402.38% | |
| 16 | ATRCATRICURE INC | 3,061,059 | $100.3B | 1400.74% | |
| 17 | CWANCLEARWATER ANALYTICS HDS-A | 4,519,134 | $99.1B | 1383.90% | |
| 18 | CIENCIENA CORP | 1,216,068 | $98.9B | 1381.08% | |
| 19 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 239,366 | $97.4B | 1360.00% | |
| 20 | VRNSVARONIS SYSTEMS INC | 1,916,267 | $97.3B | 1358.01% | |
| 21 | TMDXTRANSMEDICS GROUP INC | 679,847 | $91.1B | 1272.21% | |
| 22 | IM8NINSMED INC | 899,603 | $90.5B | 1264.24% | |
| 23 | EXLSEXLSERVICE HOLDINGS INC | 2,067,209 | $90.5B | 1264.06% | |
| 24 | CUBICUSTOMERS BANCO | 1,523,025 | $89.5B | 1249.25% | |
| 25 | OSISOSI SYSTEMS INC | 377,061 | $84.8B | 1183.95% | |
| 26 | FCFSFIRSTCASH HOLDINGS INC | 611,045 | $82.6B | 1153.10% | |
| 27 | APGAPI GROUP CORP | 1,543,815 | $78.8B | 1100.53% | |
| 28 | RDNTRADNET INC | 1,377,142 | $78.4B | 1094.40% | |
| 29 | ALHCALIGNMENT HEALTHCARE INC | 5,517,336 | $77.2B | 1078.62% | |
| 30 | FNFABRINET | 261,546 | $77.1B | 1076.24% | |
| 31 | ENSGENSIGN GROUP INC/THE | 492,016 | $75.9B | 1059.84% | |
| 32 | IRENIREN LTD | 5,094,572 | $74.2B | 1036.52% | |
| 33 | MDGLMADRIGAL PHARMACEUTICALS INC | 244,738 | $74.1B | 1034.28% | |
| 34 | KEXKIRBY CORP | 650,595 | $73.8B | 1030.32% | |
| 35 | KRYSKRYSTAL BIOTECH INC | 533,023 | $73.3B | 1023.13% | |
| 36 | GENIGENIUS SPORTS LTD | 6,811,333 | $70.8B | 989.18% | |
| 37 | SRRKSCHOLAR ROCK HOLDING CORP | 1,974,964 | $70.0B | 976.83% | |
| 38 | RMBS*RAMBUS INC | 955,600 | $61.2B | 854.28% | |
| 39 | EXPEAGLE MATERIALS INC | 300,867 | $60.8B | 849.13% | |
| 40 | AXONAXON ENTERPRISE INC | 73,329 | $60.7B | 847.78% | |
| 41 | GVAGRANITE CONSTRUCTION INC | 647,093 | $60.5B | 844.96% | |
| 42 | CELHCELSIUS HOLDINGS INC | 1,302,164 | $60.4B | 843.53% | |
| 43 | ESEESCO TECHNOLOGIES INC | 303,651 | $58.3B | 813.56% | |
| 44 | QTWOQ2 HOLDINGS INC | 621,450 | $58.2B | 812.17% | |
| 45 | SIGSIGNET JEWELERS LTD | 710,713 | $56.5B | 789.49% | |
| 46 | TGTXTG THERAPEUTICS INC | 1,567,506 | $56.4B | 787.77% | |
| 47 | MODMODINE MANUFACTURING CO | 564,466 | $55.6B | 776.40% | |
| 48 | CECOCECO ENVIRONMENTAL CORP | 1,941,741 | $55.0B | 767.61% | |
| 49 | ENOVENOVIS CORP | 1,735,533 | $54.4B | 760.01% | |
| 50 | ODDODDITY TECH LTD-CL A | 715,915 | $54.0B | 754.48% | |
| 51 | BBBLACKBERRY LTD | 11,450,027 | $52.4B | 732.29% | |
| 52 | DMLDENISON MINES CORP | 26,596,628 | $48.4B | 675.94% | |
| 53 | TNDMTANDEM DIABETES CARE INC | 2,564,978 | $47.8B | 667.63% | |
| 54 | UTIUNIVERSAL TECHNICAL INSTITUT | 1,380,785 | $46.8B | 653.44% | |
| 55 | FROGJFROG LTD | 1,050,743 | $46.1B | 643.83% | |
| 56 | WEAWESTERN ALLIANCE BANCORP | 582,747 | $45.4B | 634.56% | |
| 57 | LBLANDBRIDGE CO LLC-A | 669,678 | $45.3B | 631.97% | |
| 58 | KRNTKORNIT DIGITAL LTD | 2,182,569 | $43.5B | 606.80% | |
| 59 | AMSCAMERICAN SUPERCONDUCTOR CORP | 1,168,906 | $42.9B | 598.88% | |
| 60 | KNFKNIFE RIVER CORP | 516,866 | $42.2B | 589.24% | |
| 61 | WAYWAYSTAR HOLDING CORP | 1,014,754 | $41.5B | 579.13% | |
| 62 | RVMDREVOLUTION MEDICINES INC | 1,126,020 | $41.4B | 578.48% | |
| 63 | GTLSCHART INDUSTRIES INC | 249,733 | $41.1B | 574.18% | |
| 64 | OKLOOKLO INC | 730,823 | $40.9B | 571.39% | |
| 65 | AXSMAXSOME THERAPEUTICS INC | 371,104 | $38.7B | 540.96% | |
| 66 | LSCCLATTICE SEMICONDUCTOR CORP | 759,869 | $37.2B | 519.82% | |
| 67 | FIPFTAI INFRASTRUCTURE LLC | 5,987,061 | $36.9B | 515.83% | |
| 68 | KRMNKARMAN HOLDINGS INC | 730,402 | $36.8B | 513.74% | |
| 69 | RDWREDWIRE CORP | 2,221,219 | $36.2B | 505.58% | |
| 70 | ASOACADEMY SPORTS & OUTDOORS IN | 782,742 | $35.1B | 489.78% | |
| 71 | NOGNORTHERN OIL AND GAS INC | 1,222,845 | $34.7B | 484.10% | |
| 72 | CDNACAREDX INC | 1,765,981 | $34.5B | 481.86% | |
| 73 | RYTMRHYTHM PHARMACEUTICALS INC | 543,688 | $34.4B | 479.74% | |
| 74 | TILEINTERFACE INC | 1,626,393 | $34.0B | 475.34% | |
| 75 | TTMITTM TECHNOLOGIES | 831,743 | $34.0B | 474.10% | |
| 76 | FRPTFRESHPET INC | 495,952 | $33.7B | 470.65% | |
| 77 | LNTHLANTHEUS HOLDINGS INC | 407,177 | $33.3B | 465.44% | |
| 78 | NBIXNEUROCRINE BIOSCIENCES INC | 257,538 | $32.4B | 452.01% | |
| 79 | NNENANO NUCLEAR ENERGY INC | 925,926 | $31.9B | 445.94% | |
| 80 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 675,445 | $31.9B | 445.19% | |
| 81 | MIRMIRION TECHNOLOGIES INC | 1,470,273 | $31.7B | 442.03% | |
| 82 | KRUSKURA SUSHI USA INC CLASS A | 366,647 | $31.6B | 440.72% | |
| 83 | SLDESLIDE INSURANCE HOLDINGS INC | 1,456,254 | $31.5B | 440.46% | |
| 84 | PTCTPTC THERAPEUTICS INC | 636,502 | $31.1B | 434.10% | |
| 85 | CLHCLEAN HARBORS INC | 131,715 | $30.4B | 425.20% | |
| 86 | WSBCWESBANCO INC | 944,339 | $29.9B | 417.10% | |
| 87 | TRNSTRANSCAT INC | 339,936 | $29.2B | 408.04% | |
| 88 | GTMZOOMINFO TECHNOLOGIES INC | 2,858,740 | $28.9B | 403.98% | |
| 89 | GFLGFL ENVIRONMENTAL INC-SUB VT | 565,500 | $28.5B | 398.46% | |
| 90 | NCNONCINO INC | 1,007,625 | $28.2B | 393.55% | |
| 91 | PARPAR TECHNOLOGY CORP/DEL | 374,181 | $26.0B | 362.46% | |
| 92 | CWHCAMPING WORLD HOLDINGS INC-A | 1,501,767 | $25.8B | 360.49% | |
| 93 | HNGEHINGE HEALTH INC-A | 495,939 | $25.7B | 358.38% | |
| 94 | CRNXCRINETICS PHARMACEUTICALS IN | 888,470 | $25.6B | 356.81% | |
| 95 | DOCNDIGITALOCEAN HOLDINGS INC | 893,797 | $25.5B | 356.46% | |
| 96 | SEMSELECT MEDICAL HOLDINGS CORP | 1,656,822 | $25.2B | 351.20% | |
| 97 | HASIHA SUSTAINABLE INFRASTRUCTURE | 837,189 | $22.5B | 314.01% | |
| 98 | SQNSSEQUANS COMMUNICATIONS-ADR | 14,113,159 | $20.7B | 289.70% | |
| 99 | NRANRG ENERGY INC | 125,429 | $20.1B | 281.25% | |
| 100 | SFMSPROUTS FARMERS MARKET INC | 110,743 | $18.2B | 254.60% |
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