Portfolio (Quarterly)
Guide ↗
Hood River Capital Management LLC
· CIK 0001578177| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | AXTI | AXT INC | Technology | 2,012,228.0 | $32.9M | 0.36% | NEW | — | $16.35 | +364.2% |
| 82 | — | ODDITY TECH LTD-CL A | — | 783,730.0 | $31.5M | 0.34% | NEW | — | $40.18 | — |
| 83 | NCNO | NCINO INC | Technology | 1,226,726.0 | $31.5M | 0.34% | NEW | — | $25.64 | -22.1% |
| 84 | CWH | CAMPING WORLD HOLDINGS INC-A | Consumer Cyclical | 3,185,403.0 | $31.0M | 0.34% | NEW | — | $9.73 | -46.7% |
| 85 | TRNS | TRANSCAT INC | Industrials | 545,816.0 | $31.0M | 0.34% | NEW | — | $56.73 | +51.8% |
| 86 | KRUS | KURA SUSHI USA INC CLASS A | Consumer Cyclical | 589,511.0 | $30.8M | 0.34% | NEW | — | $52.33 | -25.6% |
| 87 | FRPT | FRESHPET INC | Consumer Defensive | 504,276.0 | $30.7M | 0.34% | NEW | — | $60.93 | -4.3% |
| 88 | — | LANDBRIDGE CO LLC-A | — | 621,071.0 | $30.4M | 0.33% | NEW | — | $48.99 | — |
| 89 | LASR | NLIGHT INC | Technology | 804,457.0 | $30.2M | 0.33% | NEW | — | $37.51 | +8.3% |
| 90 | WSBC | WESBANCO INC | Financial Services | 894,431.0 | $29.7M | 0.33% | NEW | — | $33.24 | +15.6% |
| 91 | CLH | CLEAN HARBORS INC | Industrials | 126,765.0 | $29.7M | 0.33% | NEW | — | $234.48 | +34.8% |
| 92 | — | SOLENO THERAPEUTICS INC | — | 618,005.0 | $28.6M | 0.31% | NEW | — | $46.30 | — |
| 93 | QTWO | Q2 HOLDINGS INC | Technology | 393,041.0 | $28.4M | 0.31% | NEW | — | $72.16 | -21.8% |
| 94 | CALX | CALIX INC. | Technology | 523,261.0 | $27.7M | 0.30% | NEW | — | $52.93 | -37.1% |
| 95 | NOG | NORTHERN OIL AND GAS INC | Energy | 1,270,371.0 | $27.3M | 0.30% | NEW | — | $21.47 | +9.9% |
| 96 | SNDR | SCHNEIDER NATIONAL INC-CL B | Industrials | 1,026,734.0 | $27.2M | 0.30% | NEW | — | $26.53 | +19.3% |
| 97 | SYM | SYMBOTIC INC | Industrials | 453,992.0 | $27.0M | 0.30% | NEW | — | $59.50 | -26.0% |
| 98 | HASI | HA SUSTAINABLE INFRASTRUCTURE | Financial Services | 845,496.0 | $26.6M | 0.29% | NEW | — | $31.43 | +15.0% |
| 99 | BFLY | BUTTERFLY NETWORK INC | Healthcare | 6,954,486.0 | $26.4M | 0.29% | NEW | — | $3.80 | +147.6% |
| 100 | RYTM | RHYTHM PHARMACEUTICALS INC | Healthcare | 237,043.0 | $25.4M | 0.28% | NEW | — | $107.04 | -8.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.5%
Industrials
25.5%
Healthcare
21.5%
Financial Services
7.6%
Consumer Cyclical
6.8%
Consumer Defensive
3.9%
Communication Services
2.4%
Energy
1.5%
Basic Materials
0.9%
Utilities
0.3%