Portfolio (Quarterly)
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Hood River Capital Management LLC
· CIK 0001578177| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | DOCN | DIGITALOCEAN HOLDINGS INC | Technology | 1,138,128.0 | $54.8M | 0.60% | NEW | — | $48.12 | +194.2% |
| 62 | LOPE | GRAND CANYON EDUCATION INC | Consumer Defensive | 311,436.0 | $51.8M | 0.57% | NEW | — | $166.31 | -9.1% |
| 63 | FIVE | FIVE BELOW | Consumer Cyclical | 266,389.0 | $50.2M | 0.55% | NEW | — | $188.36 | +18.1% |
| 64 | SNDX | SYNDAX PHARMACEUTICALS INC | Healthcare | 2,316,553.0 | $48.7M | 0.53% | NEW | — | $21.01 | -14.5% |
| 65 | — | HUT 8 CORP | — | 1,041,669.0 | $47.9M | 0.53% | NEW | — | $45.94 | — |
| 66 | NUVL | NUVALENT INC-A | Healthcare | 475,440.0 | $47.8M | 0.52% | NEW | — | $100.59 | +23.2% |
| 67 | TGTX | TG THERAPEUTICS INC | Healthcare | 1,581,234.0 | $47.1M | 0.52% | NEW | — | $29.81 | +93.0% |
| 68 | XMTR | XOMETRY INC-A | Industrials | 782,783.0 | $46.6M | 0.51% | NEW | — | $59.47 | +63.7% |
| 69 | ENOV | ENOVIS CORP | Industrials | 1,738,185.0 | $46.3M | 0.51% | NEW | — | $26.64 | -31.4% |
| 70 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 393,992.0 | $46.3M | 0.51% | NEW | — | $117.42 | +85.0% |
| 71 | ASO | ACADEMY SPORTS & OUTDOORS IN | Consumer Cyclical | 924,935.0 | $46.2M | 0.51% | NEW | — | $49.96 | -3.7% |
| 72 | — | ALMONTY INDUSTRIES INC | — | 5,231,489.0 | $46.1M | 0.51% | NEW | — | $8.81 | — |
| 73 | TILE | INTERFACE INC | Consumer Cyclical | 1,643,498.0 | $45.9M | 0.50% | NEW | — | $27.92 | +26.0% |
| 74 | AAOI | APPLIED OPTOELECTRONICS INC | Technology | 1,275,621.0 | $44.5M | 0.49% | NEW | — | $34.86 | +189.8% |
| 75 | TTMI | TTM TECHNOLOGIES | Technology | 633,940.0 | $43.7M | 0.48% | NEW | — | $69.00 | +84.0% |
| 76 | AXON | AXON ENTERPRISE INC | Industrials | 74,733.0 | $42.4M | 0.47% | NEW | — | $567.93 | -21.6% |
| 77 | UTI | UNIVERSAL TECHNICAL INSTITUT | Consumer Defensive | 1,618,453.0 | $42.3M | 0.46% | NEW | — | $26.13 | -20.9% |
| 78 | BB | BLACKBERRY LTD | Technology | 11,084,465.0 | $42.0M | 0.46% | NEW | — | $3.79 | +130.3% |
| 79 | CRNX | CRINETICS PHARMACEUTICALS IN | Healthcare | 897,403.0 | $41.8M | 0.46% | NEW | — | $46.55 | +82.5% |
| 80 | FN | FABRINET | Technology | 82,157.0 | $37.4M | 0.41% | NEW | — | $455.28 | -12.5% |
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%