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)

#StockSharesValue% PortfolioType
101
LOVELOVESAC CO/THE
989,117$18.0B251.38%
102
TWLOTWILIO INC - A
133,529$16.6B231.88%
103
SYMSYMBOTIC INC
424,526$16.5B230.31%
104
TTWOTAKE-TWO INTERACTIVE SOFTWRE
65,449$15.9B221.95%
105
ARANTERO RESOURCES CORP
381,706$15.4B214.70%
106
ONDSONDAS HOLDINGS INC
7,540,974$14.5B202.18%
107
XMTRXOMETRY INC-A
404,853$13.7B191.03%
108
HIPOHIPPO HOLDINGS INC
489,243$13.7B190.81%
109
GHGUARDANT HEALTH INC
245,701$12.8B178.55%
110
VIKVIKING HOLDINGS LTD
234,828$12.5B174.75%
111
SOFISOFI TECHNOLOGIES INC
682,130$12.4B173.45%
112
CALXCALIX INC.
229,832$12.2B170.71%
113
PSNPARSONS CORP
155,394$11.2B155.74%
114
BCRXBIOCRYST PHARMACEUTICALS INC
1,243,934$11.1B155.64%
115
UUNITY SOFTWARE INC
455,508$11.0B153.93%
116
RSIRUSH STREET INTERACTIVE INC
700,997$10.4B145.85%
117
BFLYBUTTERFLY NETWORK INC
5,127,383$10.3B143.20%
118
RXORXO INC
650,815$10.2B142.86%
119
TBBBBBB FOODS INC-CLASS A
339,938$9.4B131.77%
120
GLWCORNING INC
168,101$8.8B123.45%
121
ASAMER SPORTS INC
227,850$8.8B123.32%
122
CDNSCADENCE DESIGNS SYSTEMS
28,542$8.8B122.82%
123
OKTAOKTA INC
87,732$8.8B122.47%
124
VRTVERTIV HOLDINGS LLC
67,652$8.7B121.31%
125
WSMWILLIAMS SONOMA INC
50,608$8.3B115.45%
126
PRTHPRIORITY TECHNOLOGY HOLDINGS
970,278$7.5B105.41%
127
EXEEXPAND ENERGY CORP
62,231$7.3B101.62%
128
KSPIKASPI KZ JSC
84,573$7.2B100.25%
129
DDDUPONT DE NEMOURS INC
103,273$7.1B98.91%
130
CWCURTISS WRIGHT CORP
12,772$6.2B87.13%
131
BTBTBIT DIGITAL INC
2,604,011$5.7B79.63%
132
NHCNATIONAL HEALTHCARE CORP
46,196$4.9B69.03%
133
TPRTAPESTRY INC
49,573$4.4B60.79%
134
SENS1GBPSENSEONICS HOLDINGS INC
7,923,179$3.8B52.71%
135
CCOCAMECO CORP
46,794$3.5B48.50%
136
RDVTRED VIOLET INC
65,757$3.2B45.18%
137
CYHCOMMUNITY HEALTH SYSTEMS INC
764,944$2.6B36.32%
138
ESTAESTABLISHMENT LABS HOLDINGS
53,124$2.3B31.68%
139
CIB1NGRUPO CIBEST SA-ADR
38,836$1.8B25.05%
140
BAPCREDICORP LTD
6,000$1.3B18.73%
141
KRTKARAT PACKAGING INC
27,500$774.4M10.81%
142
GDSGDS HOLDINGS LTD - ADR
25,297$773.3M10.80%
143
GRRRGORILLA TECHNOLOGY GROUP INC
37,100$737.9M10.30%
144
STNESTONECO LTD-A
41,600$667.3M9.32%
145
SMWBSIMILARWEB LTD
78,446$615.0M8.59%
146
PAGSPAGSEGURO DIGITAL LTD-CL A
57,000$549.5M7.67%
147
ASICATEGRITY SPECIALTY HOLDINGS
24,501$527.3M7.36%
148
IMVTIMMUNOVANT INC
100$1.6M0.02%
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