The Analysis of Hood River Capital Management LLC's Holdings
Currently, Hood River Capital Management LLC holds 153 types of securities in its portfolio with a total value $8.5B. In the most recent quarter, they have increased their positions in TSEM (+1.5M shares, valued at $109.2M), U (+2.3M shares, valued at $92.9M), PEGA (+1.6M shares, valued at $90.8M); decreased their positions in LITE (-1.6M shares, valued at $261.6M), IREN (-5.1M shares, valued at $237.8M), VRNA (-1.5M shares, valued at $164.7M); initiated new positions in TSEM (+1.5M shares, valued at $109.2M), PEGA (+1.6M shares, valued at $90.8M), HUT (+2.0M shares, valued at $69.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APLD APPLIED DIGITAL CORP21.0M shares-3.72%2025-09-302025-11-14
MTZ MASTEC INC1.6M shares-2.73%2025-09-302025-11-14 KTOS KRATOS DEFENSE & SECURITY2.7M shares-2.26%2025-09-302025-11-14 DAVE DAVE INC1.1M shares1.15%2025-09-302025-11-14 FIX COMFORT SYSTEMS USA INC241.2K shares-0.90%2025-09-302025-11-14 CIEN CIENA CORP1.2M shares-2.70%2025-09-302025-11-14 ACIW ACI WORLDWIDE INC3.0M shares-11.40%2025-09-302025-11-14 SMTC SEMTECH CORP2.2M shares-2.14%2025-09-302025-11-14 QXO QXO INC8.2M shares-0.96%2025-09-302025-11-14 XPO XPO INC1.1M shares11.83%2025-09-302025-11-14 HCI HCI GROUP INC740.6K shares-14.31%2025-09-302025-11-14 SITM SITIME CORP469.1K shares-3.52%2025-09-302025-11-14 OLLI OLLIES BARGAIN OUTLET HLDG INC1.1M shares-13.47%2025-09-302025-11-14 FCFS FIRSTCASH HOLDINGS INC807.7K shares32.19%2025-09-302025-11-14 INSM INSMED INC881.4K shares-2.02%2025-09-302025-11-14 ONDS ONDAS HOLDINGS INC16.1M shares113.52%2025-09-302025-11-14 LTH LIFE TIME GROUP HOLDINGS INC4.3M shares30.27%2025-09-302025-11-14 CUBI CUSTOMERS BANCO1.7M shares12.41%2025-09-302025-11-14 MDGL MADRIGAL PHARMACEUTICALS INC242.8K shares-0.79%2025-09-302025-11-14 U UNITY SOFTWARE INC2.8M shares509.35%2025-09-302025-11-14 VRNS VARONIS SYSTEMS INC1.9M shares-0.43%2025-09-302025-11-14 TSEM TOWER SEMICONDUCTOR LTD1.5M sharesnew addition2025-09-302025-11-14 ATRC ATRICURE INC3.0M shares-0.51%2025-09-302025-11-14 KRYS KRYSTAL BIOTECH INC606.9K shares13.87%2025-09-302025-11-14 RDNT RADNET INC1.4M shares-0.42%2025-09-302025-11-14 ALHC ALIGNMENT HEALTHCARE INC5.9M shares7.25%2025-09-302025-11-14 LITE LUMENTUM HOLDINGS INC598.8K shares-72.86%2025-09-302025-11-14 OSIS OSI SYSTEMS INC371.2K shares-1.55%2025-09-302025-11-14 EXLS EXLSERVICE HOLDINGS INC2.1M shares0.17%2025-09-302025-11-14 PEGA PEGASYTEMS INC1.6M sharesnew addition2025-09-302025-11-14 GVA GRANITE CONSTRUCTION INC825.6K shares27.59%2025-09-302025-11-14 RMBS RAMBUS INC838.4K shares-12.26%2025-09-302025-11-14 GENI GENIUS SPORTS LTD6.8M shares0.00%2025-09-302025-11-14 ENSG ENSIGN GROUP INC/THE487.3K shares-0.96%2025-09-302025-11-14 FN FABRINET222.2K shares-15.05%2025-09-302025-11-14 CELH CELSIUS HOLDINGS INC1.4M shares5.49%2025-09-302025-11-14 APG API GROUP CORP2.3M shares47.23%2025-09-302025-11-14 TMDX TRANSMEDICS GROUP INC678.4K shares-0.21%2025-09-302025-11-14 MOD MODINE MANUFACTURING CO532.1K shares-5.73%2025-09-302025-11-14 SRRK SCHOLAR ROCK HOLDING CORP2.0M shares2.00%2025-09-302025-11-14 OKLO OKLO INC662.6K shares-9.34%2025-09-302025-11-14 SIG SIGNET JEWELERS LTD768.3K shares8.10%2025-09-302025-11-14 CWAN CLEARWATER ANALYTICS HDS-A4.1M shares-10.05%2025-09-302025-11-14 DNN DENISON MINES CORP26.2M shares-1.33%2025-09-302025-11-14 PSN PARSONS CORP853.3K shares449.13%2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC501.5K shares94.73%2025-09-302025-11-14 HUT HUT 8 CORP2.0M sharesnew addition2025-09-302025-11-14 EXP EAGLE MATERIALS INC289.8K shares-3.68%2025-09-302025-11-14 EWBC EAST WEST BANCORP INC630.9K sharesnew addition2025-09-302025-11-14 BBIO BRIDGEBIO PHARMA INC1.2M sharesnew addition2025-09-302025-11-14 MIR MIRION TECHNOLOGIES INC2.8M shares87.94%2025-09-302025-11-14 ESE ESCO TECHNOLOGIES INC295.1K shares-2.83%2025-09-302025-11-14 PTCT PTC THERAPEUTICS INC995.8K shares56.45%2025-09-302025-11-14 RSI RUSH STREET INTERACTIVE INC2.8M shares300.67%2025-09-302025-11-14 WAL WESTERN ALLIANCE BANCORP659.4K shares13.16%2025-09-302025-11-14 TGTX TG THERAPEUTICS INC1.6M shares-0.94%2025-09-302025-11-14 BB BLACKBERRY LTD11.0M shares-3.86%2025-09-302025-11-14 LSCC LATTICE SEMICONDUCTOR CORP719.1K shares-5.37%2025-09-302025-11-14 AXON AXON ENTERPRISE INC73.3K shares-0.09%2025-09-302025-11-14 ENOV ENOVIS CORP1.7M shares-0.42%2025-09-302025-11-14 CWH CAMPING WORLD HOLDINGS INC-A3.2M shares110.86%2025-09-302025-11-14 KRMN KARMAN HOLDINGS INC688.2K shares-5.78%2025-09-302025-11-14 GSAT GLOBALSTAR1.3M sharesnew addition2025-09-302025-11-14 UTI UNIVERSAL TECHNICAL INSTITUT1.5M shares5.59%2025-09-302025-11-14 ODD ODDITY TECH LTD-CL A756.4K shares5.66%2025-09-302025-11-14 TILE INTERFACE INC1.6M shares-1.33%2025-09-302025-11-14 AXSM AXSOME THERAPEUTICS INC360.0K shares-3.00%2025-09-302025-11-14 RVMD REVOLUTION MEDICINES INC928.1K shares-17.57%2025-09-302025-11-14 QTWO Q2 HOLDINGS INC593.6K shares-4.48%2025-09-302025-11-14 SLNO SOLENO THERAPEUTICS INC613.4K sharesnew addition2025-09-302025-11-14 AAOI APPLIED OPTOELECTRONICS INC1.6M sharesnew addition2025-09-302025-11-14 DOCN DIGITALOCEAN HOLDINGS INC1.1M shares26.69%2025-09-302025-11-14 ASO ACADEMY SPORTS & OUTDOORS IN772.4K shares-1.32%2025-09-302025-11-14 WAY WAYSTAR HOLDING CORP1.0M shares-0.25%2025-09-302025-11-14 CRNX CRINETICS PHARMACEUTICALS IN883.0K shares-0.62%2025-09-302025-11-14 TTMI TTM TECHNOLOGIES637.9K shares-23.31%2025-09-302025-11-14 RCAT RED CAT HOLDINGS INC3.5M sharesnew addition2025-09-302025-11-14 LB LANDBRIDGE CO LLC-A670.7K shares0.15%2025-09-302025-11-14 TRNS TRANSCAT INC477.2K shares40.38%2025-09-302025-11-14 NCNO NCINO INC1.2M shares20.39%2025-09-302025-11-14 FLS FLOWSERVE CORP608.8K sharesnew addition2025-09-302025-11-14 FIVE FIVE BELOW208.8K sharesnew addition2025-09-302025-11-14 NOG NORTHERN OIL AND GAS INC1.3M shares2.78%2025-09-302025-11-14 TNDM TANDEM DIABETES CARE INC2.6M shares-0.52%2025-09-302025-11-14 CLH CLEAN HARBORS INC123.7K shares-6.09%2025-09-302025-11-14 CALX CALIX INC.454.4K shares97.72%2025-09-302025-11-14 WSBC WESBANCO INC871.2K shares-7.74%2025-09-302025-11-14 GFL GFL ENVIRONMENTAL INC-SUB VT583.9K shares3.25%2025-09-302025-11-14 BCRX BIOCRYST PHARMACEUTICALS INC3.6M shares191.03%2025-09-302025-11-14 FRPT FRESHPET INC495.0K shares-0.20%2025-09-302025-11-14 KEX KIRBY CORP325.1K shares-50.04%2025-09-302025-11-14 KRNT KORNIT DIGITAL LTD1.9M shares-11.63%2025-09-302025-11-14 HASI HA SUSTAINABLE INFRASTRUCTURE825.5K shares-1.39%2025-09-302025-11-14 CECO CECO ENVIRONMENTAL CORP492.4K shares-74.64%2025-09-302025-11-14 RYTM RHYTHM PHARMACEUTICALS INC235.8K shares-56.62%2025-09-302025-11-14 XMTR XOMETRY INC-A426.3K shares5.29%2025-09-302025-11-14 SYM SYMBOTIC INC422.2K shares-0.55%2025-09-302025-11-14 RXO RXO INC1.4M shares113.36%2025-09-302025-11-14 VC VISTEON CORP177.8K sharesnew addition2025-09-302025-11-14 NRG NRG ENERGY INC131.2K shares4.64%2025-09-302025-11-14 KRUS KURA SUSHI USA INC CLASS A345.0K shares-5.90%2025-09-302025-11-14 SQNS SEQUANS COMMUNICATIONS-ADR2.1M sharesnew addition2025-09-302025-11-14 SEM SELECT MEDICAL HOLDINGS CORP1.5M shares-8.16%2025-09-302025-11-14 HIPO HIPPO HOLDINGS INC524.0K shares7.11%2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWRE68.9K shares5.26%2025-09-302025-11-14 SLDE SLIDE INSURANCE HOLDINGS INC1.1M shares-25.51%2025-09-302025-11-14 LASR NLIGHT INC567.7K sharesnew addition2025-09-302025-11-14 LOVE LOVESAC CO/THE976.0K shares-1.32%2025-09-302025-11-14 GH GUARDANT HEALTH INC256.9K shares4.56%2025-09-302025-11-14 RDDT REDDIT INC-CL A67.0K sharesnew addition2025-09-302025-11-14 WBI WATERBRIDGE INFRASTRUC-CL A600.0K sharesnew addition2025-09-302025-11-14 ALM ALMONTY INDUSTRIES INC2.4M sharesnew addition2025-09-302025-11-14 GLW CORNING INC176.6K shares5.06%2025-09-302025-11-14 TWLO TWILIO INC - A140.7K shares5.40%2025-09-302025-11-14 AR ANTERO RESOURCES CORP400.3K shares4.88%2025-09-302025-11-14 VIK VIKING HOLDINGS LTD208.1K shares-11.38%2025-09-302025-11-14 UMAC UNUSUAL MACHINES INC /US840.3K sharesnew addition2025-09-302025-11-14 SFM SPROUTS FARMERS MARKET INC116.2K shares4.95%2025-09-302025-11-14 PAR PAR TECHNOLOGY CORP/DEL318.4K shares-14.90%2025-09-302025-11-14 EA ELECTRONIC ARTS INC59.3K sharesnew addition2025-09-302025-11-14 CSGP COSTAR GROUP INC138.1K sharesnew addition2025-09-302025-11-14 VRT VERTIV HOLDINGS LLC71.2K shares5.23%2025-09-302025-11-14 WSM WILLIAMS SONOMA INC53.5K shares5.62%2025-09-302025-11-14 BFLY BUTTERFLY NETWORK INC5.4M shares5.44%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC390.0K shares-42.83%2025-09-302025-11-14 KMTS KESTRA MEDICAL TECHNOLOGIES395.2K sharesnew addition2025-09-302025-11-14 AKRO AKERO THERAPEUTICS INC178.5K sharesnew addition2025-09-302025-11-14 DD DUPONT DE NEMOURS INC108.8K shares5.32%2025-09-302025-11-14 CW CURTISS WRIGHT CORP13.5K shares5.68%2025-09-302025-11-14 OKTA OKTA INC78.8K shares-10.23%2025-09-302025-11-14 KSPI KASPI KZ JSC88.4K shares4.49%2025-09-302025-11-14 EXE EXPAND ENERGY CORP65.5K shares5.19%2025-09-302025-11-14 AS AMER SPORTS INC185.5K shares-18.60%2025-09-302025-11-14 LODE COMSTOCK INC1.8M sharesnew addition2025-09-302025-11-14 NHC NATIONAL HEALTHCARE CORP48.4K shares4.81%2025-09-302025-11-14 CCJ CAMECO CORP44.8K shares-4.18%2025-09-302025-11-14 SENS SENSEONICS HOLDINGS INC8.6M sharesnew addition2025-09-302025-11-14 RDVT RED VIOLET INC71.0K shares7.96%2025-09-302025-11-14 BBW BUILD-A-BEAR WORKSHOP INC53.4K sharesnew addition2025-09-302025-11-14 AUPH AURINIA PHARMACEUTICALS INC269.3K sharesnew addition2025-09-302025-11-14 ESTA ESTABLISHMENT LABS HOLDINGS53.1K shares0.00%2025-09-302025-11-14 CIB GRUPO CIBEST SA-ADR38.8K shares0.00%2025-09-302025-11-14 VRNA VERONA PHARMA PLC - ADR18.9K shares-98.79%2025-09-302025-11-14 OPRA OPERA LTD-ADR83.4K sharesnew addition2025-09-302025-11-14 BAP CREDICORP LTD6.0K shares0.00%2025-09-302025-11-14 AZ A2Z CUST2MATE SOLUTIONS CORP187.5K sharesnew addition2025-09-302025-11-14 IREN IREN LTD28.5K shares-99.44%2025-09-302025-11-14 VNET VNET GROUP INC-ADR101.0K sharesnew addition2025-09-302025-11-14 KC KINGSOFT CLOUD HOLDINGS-ADR53.0K sharesnew addition2025-09-302025-11-14 MNSO MINISO GROUP HOLDING LTD-ADR34.5K sharesnew addition2025-09-302025-11-14 GRRR GORILLA TECHNOLOGY GROUP INC37.1K shares0.00%2025-09-302025-11-14 IMVT IMMUNOVANT INC100 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available