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Hood River Capital Management LLC

· CIK 0001578177
13F Portfolio $10.0B AUM 170 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 APLD APPLIED DIGITAL CORP Technology 23,075,612 $547.8M 5.49% NEW $23.74 +79.3%
2 MTZ MASTEC INC Industrials 1,295,385 $416.8M 4.18% NEW $321.74 +35.1%
3 FIX COMFORT SYSTEMS USA INC Industrials 249,385 $343.9M 3.45% NEW $1378.99 +48.1%
4 DOCN DIGITALOCEAN HOLDINGS INC Technology 3,487,118 $299.1M 3.00% NEW $85.78 +84.7%
5 XPO XPO INC Industrials 1,159,830 $225.6M 2.26% NEW $194.55 +5.7%
6 BE BLOOM ENERGY CORP- A Industrials 1,576,258 $213.6M 2.14% NEW $135.49 +103.7%
7 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,133,915 $213.2M 2.14% NEW $188.00 +21.0%
8 DAVE DAVE INC Technology 1,145,901 $199.5M 2.00% NEW $174.09 +34.7%
9 LITE LUMENTUM HOLDINGS INC Technology 275,623 $193.7M 1.94% NEW $702.76 +42.6%
10 KTOS KRATOS DEFENSE & SECURITY Industrials 2,714,571 $191.4M 1.92% NEW $70.51 -22.2%
11 SMTC SEMTECH CORP Technology 2,287,529 $175.9M 1.76% NEW $76.89 +83.6%
12 BW BABCOCK & WILCOX ENTERPR Industrials 11,603,688 $170.5M 1.71% NEW $14.69 +48.7%
13 KRYS KRYSTAL BIOTECH INC Healthcare 619,586 $160.1M 1.60% NEW $258.32 +22.4%
14 QXO QXO INC Industrials 8,136,061 $158.0M 1.58% NEW $19.42 -10.2%
15 KNX KNIGHT-SWIFT TRANSPORTATION Industrials 2,676,956 $154.1M 1.54% NEW $57.58 +18.1%
16 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 249,511 $130.6M 1.31% NEW $523.47 +3.1%
17 GH GUARDANT HEALTH INC Healthcare 1,310,065 $121.0M 1.21% NEW $92.37 +6.8%
18 CUBI CUSTOMERS BANCO Financial Services 1,731,310 $120.2M 1.20% NEW $69.41 +6.4%
19 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,293,092 $119.9M 1.20% NEW $92.76 +34.6%
20 PRAX PRAXIS PRECISION MEDICINES I Healthcare 358,618 $115.5M 1.16% NEW $322.19 +7.2%
21 PTCT PTC THERAPEUTICS INC Healthcare 1,664,559 $113.4M 1.14% NEW $68.13 +6.7%
22 INSM INSMED INC Healthcare 688,554 $112.6M 1.13% NEW $163.52 -29.3%
23 AAOI APPLIED OPTOELECTRONICS INC Technology 1,275,519 $107.9M 1.08% NEW $84.59 +125.0%
24 ALHC ALIGNMENT HEALTHCARE INC Healthcare 6,054,477 $106.7M 1.07% NEW $17.62 -10.7%
25 GVA GRANITE CONSTRUCTION INC Industrials 889,492 $106.6M 1.07% NEW $119.88 +17.6%
26 KRMN KARMAN HOLDINGS INC Industrials 1,288,784 $103.2M 1.03% NEW $80.05 -17.5%
27 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 2,049,679 $100.8M 1.01% NEW $49.16 +4.3%
28 ENSG ENSIGN GROUP INC/THE Healthcare 490,426 $98.8M 0.99% NEW $201.50 -11.0%
29 OSIS OSI SYSTEMS INC Technology 372,074 $98.8M 0.99% NEW $265.51 -18.7%
30 U UNITY SOFTWARE INC Technology 4,493,753 $98.6M 0.99% NEW $21.94 +24.3%
31 ACIW ACI WORLDWIDE INC Technology 2,391,319 $98.1M 0.98% NEW $41.01 +1.6%
32 HCI HCI GROUP INC Financial Services 623,801 $96.4M 0.97% NEW $154.61 +1.2%
33 CAVA CAVA GROUP INC Consumer Cyclical 1,179,441 $95.4M 0.96% NEW $80.90 -5.0%
34 APG API GROUP CORP Industrials 2,346,561 $95.1M 0.95% NEW $40.52 +6.7%
35 DNN DENISON MINES CORP Energy 26,829,391 $94.7M 0.95% NEW $3.53 -1.1%
36 BBIO BRIDGEBIO PHARMA INC Healthcare 1,265,080 $93.9M 0.94% NEW $74.26 -10.9%
37 ONDS ONDAS INC Technology 10,261,811 $92.8M 0.93% NEW $9.04 +24.0%
38 ATRC ATRICURE INC Healthcare 3,117,545 $88.9M 0.89% NEW $28.53 -1.4%
39 PTGX PROTAGONIST THE Healthcare 829,285 $87.4M 0.88% NEW $105.40 +0.1%
40 HUT HUT 8 CORP Financial Services 1,843,582 $86.5M 0.87% NEW $46.91 +133.1%
41 ESE ESCO TECHNOLOGIES INC Technology 304,140 $85.6M 0.86% NEW $281.37 +5.4%
42 OLLI OLLIES BARGAIN OUTLET HLDG INC Consumer Defensive 873,922 $80.4M 0.81% NEW $92.04 -14.4%
43 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 3,651,237 $79.4M 0.80% NEW $21.75 +24.9%
44 USAR USA RARE EARTH INC Basic Materials 4,242,941 $79.4M 0.80% NEW $18.71 +32.7%
45 RDNT RADNET INC Healthcare 1,411,497 $78.9M 0.79% NEW $55.89 -4.4%
46 SIGNET JEWELERS LTD 849,167 $71.9M 0.72% NEW $84.64
47 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 2,624,490 $70.7M 0.71% NEW $26.94 +25.3%
48 SITM SITIME CORP Technology 202,750 $70.0M 0.70% NEW $345.35 +137.5%
49 TMDX TRANSMEDICS GROUP INC Healthcare 699,770 $69.6M 0.70% NEW $99.41 -37.6%
50 WSBCO WESBANCO INC Financial Services 2,013,953 $69.5M 0.70% NEW $34.49 -24.9%
51 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,056,534 $66.2M 0.66% NEW $62.70 +22.3%
52 RXO RXO INC Industrials 4,452,216 $65.1M 0.65% NEW $14.62 +19.8%
53 AXSM AXSOME THERAPEUTICS INC Healthcare 371,503 $62.8M 0.63% NEW $169.02 +34.7%
54 RMBS RAMBUS INC Technology 727,494 $62.6M 0.63% NEW $86.03 +51.6%
55 KEX KIRBY CORP Industrials 464,322 $61.7M 0.62% NEW $132.88 +10.9%
56 FIVE FIVE BELOW Consumer Cyclical 268,808 $61.4M 0.62% NEW $228.48 -5.9%
57 ALM ALMONTY INDUSTRIES INC Basic Materials 4,224,675 $61.2M 0.61% NEW $14.48 +20.5%
58 FLS FLOWSERVE CORP Industrials 815,798 $60.0M 0.60% NEW $73.51 -7.5%
59 UTI UNIVERSAL TECHNICAL INSTITUT Consumer Defensive 1,586,188 $57.3M 0.57% NEW $36.10 +15.0%
60 FN FABRINET Technology 109,117 $56.9M 0.57% NEW $521.52 +43.1%
61 VSEC VSE CORP Industrials 305,287 $56.3M 0.56% NEW $184.40 -2.9%
62 KRUS KURA SUSHI USA INC CLASS A Consumer Cyclical 796,393 $55.6M 0.56% NEW $69.79 -31.0%
63 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 2,354,285 $55.0M 0.55% NEW $23.36 -12.0%
64 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 404,393 $53.3M 0.53% NEW $131.74 +20.7%
65 LASR NLIGHT INC Technology 922,979 $52.6M 0.53% NEW $57.02 +42.6%
66 TGTX TG THERAPEUTICS INC Healthcare 1,569,171 $52.1M 0.52% NEW $33.22 +22.8%
67 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 907,187 $51.2M 0.51% NEW $56.45 -10.5%
68 PLMR PALOMAR HOLDINGS INC Financial Services 426,046 $50.9M 0.51% NEW $119.50 -7.7%
69 TTMI TTM TECHNOLOGIES Technology 516,431 $50.3M 0.50% NEW $97.42 +76.4%
70 NUVL NUVALENT INC-A Healthcare 479,998 $49.2M 0.49% NEW $102.45 +1.9%
71 TCBIO TEXAS CAPITAL BANCSHARES INC Financial Services 516,966 $49.0M 0.49% NEW $94.88 -77.8%
72 HASI HA SUSTAINABLE INFRASTRUCTURE Financial Services 1,323,910 $48.7M 0.49% NEW $36.75 +12.6%
73 CELH CELSIUS HOLDINGS INC Consumer Defensive 1,370,561 $48.6M 0.49% NEW $35.48 -15.0%
74 NOG NORTHERN OIL AND GAS INC Energy 1,586,599 $46.4M 0.47% NEW $29.23 -20.1%
75 XMTR XOMETRY INC-A Industrials 1,124,733 $45.9M 0.46% NEW $40.84 +120.3%
76 SNDR SCHNEIDER NATIONAL INC-CL B Industrials 1,728,597 $45.6M 0.46% NEW $26.36 +26.0%
77 TRNS TRANSCAT INC Industrials 614,554 $45.1M 0.45% NEW $73.45 +5.3%
78 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 262,557 $44.6M 0.45% NEW $170.03 -5.6%
79 AXON AXON ENTERPRISE INC Industrials 101,762 $43.2M 0.43% NEW $424.69 -7.7%
80 LB LANDBRIDGE CO LLC-A Energy 621,075 $42.9M 0.43% NEW $69.05 -2.2%
81 KNF KNIFE RIVER CORP Basic Materials 510,622 $41.7M 0.42% NEW $81.65 -2.1%
82 PEGA PEGASYTEMS INC Technology 975,621 $41.5M 0.42% NEW $42.56 -21.5%
83 LIVN LIVANOVA PLC Healthcare 636,540 $40.5M 0.41% NEW $63.56 +12.8%
84 MOD MODINE MANUFACTURING CO Consumer Cyclical 185,818 $40.3M 0.40% NEW $216.71 +34.8%
85 TILE INTERFACE INC Consumer Cyclical 1,612,087 $40.2M 0.40% NEW $24.92 +14.5%
86 ENOV ENOVIS CORP Industrials 1,756,669 $40.0M 0.40% NEW $22.75 +14.8%
87 RCAT RED CAT HOLDINGS INC Technology 3,033,005 $39.7M 0.40% NEW $13.09 -25.6%
88 BB BLACKBERRY LTD Technology 11,876,552 $38.5M 0.39% NEW $3.24 +91.0%
89 CLH CLEAN HARBORS INC Industrials 124,275 $35.6M 0.36% NEW $286.73 +5.9%
90 BFLY BUTTERFLY NETWORK INC Healthcare 8,620,848 $34.8M 0.35% NEW $4.04 -5.2%
91 XENERGY REACTOR COMPANY 2,304,559 $33.5M 0.34% NEW $14.54
92 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 907,412 $33.0M 0.33% NEW $36.32 +5.5%
93 GENIUS SPORTS LTD 7,243,680 $32.1M 0.32% NEW $4.43
94 AXTI AXT INC Technology 526,663 $30.0M 0.30% NEW $56.98 +117.2%
95 OKLO OKLO INC Utilities 589,294 $29.2M 0.29% NEW $49.59 +35.5%
96 GFL GFL ENVIRONMENTAL INC-SUB VT Industrials 682,650 $28.5M 0.28% NEW $41.72 -10.9%
97 SYM SYMBOTIC INC Industrials 524,415 $27.9M 0.28% NEW $53.20 -5.7%
98 MIRM MIRUM PHARMACEUTICALS INC Healthcare 285,384 $26.4M 0.26% NEW $92.38 +20.6%
99 EXP EAGLE MATERIALS INC Basic Materials 137,840 $26.1M 0.26% NEW $189.45 +6.7%
100 TER TERADYNE INC Technology 87,770 $26.0M 0.26% NEW $296.46 +20.3%
101 NRG NRG ENERGY INC Utilities 173,471 $25.4M 0.25% NEW $146.14 -7.8%
102 CWH CAMPING WORLD HOLDINGS INC-A Consumer Cyclical 3,695,046 $25.2M 0.25% NEW $6.83 +0.4%
103 ATEC ALPHATEC HOLDINGS INC Healthcare 2,300,899 $25.0M 0.25% NEW $10.88 -29.6%
104 LPTH LIGHTPATH TECHNOLOGIES INC-A Technology 2,435,763 $24.4M 0.24% NEW $10.03 +21.1%
105 UAMY UNITED STATES ANTIMONY CORP Basic Materials 2,759,376 $24.1M 0.24% NEW $8.73 +9.6%
106 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 116,233 $23.0M 0.23% NEW $197.50 +22.7%
107 SLDE SLIDE INSURANCE HOLDINGS INC Financial Services 1,252,990 $22.6M 0.23% NEW $18.00 +3.6%
108 MMED MINIMED GROUP INC Healthcare 1,505,778 $22.5M 0.23% NEW $14.92 -25.7%
109 YSS YORK SPACE SYSTEMS INC Technology 988,510 $21.9M 0.22% NEW $22.17 +30.5%
110 FTAIN FTAI AVIATION LTD Industrials 88,628 $21.7M 0.22% NEW $245.00 -89.6%
111 SLNO SOLENO THERAPEUTICS INC Healthcare 623,421 $20.9M 0.21% NEW $33.48 +58.3%
112 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 239,912 $20.9M 0.21% NEW $86.97 +7.7%
113 SN SHARKNINJA INC Consumer Cyclical 194,328 $20.6M 0.21% NEW $105.90 +0.8%
114 AR ANTERO RESOURCES CORP Energy 461,353 $19.6M 0.20% NEW $42.44 -9.9%
115 CRVS CORVUS PHARMACEUTICALS INC Healthcare 1,335,109 $19.5M 0.20% NEW $14.63 -6.6%
116 LODE COMSTOCK INC Real Estate 6,284,958 $19.2M 0.19% NEW $3.05 +14.4%
117 RCKT ROCKET LAB CORP Healthcare 283,202 $18.2M 0.18% NEW $64.22 -94.7%
118 WBI WATERBRIDGE INFRASTRUC-CL A Energy 620,574 $16.6M 0.17% NEW $26.79 +11.2%
119 AMPX AMPRIUS TECHNOLOGIES INC Industrials 949,147 $16.0M 0.16% NEW $16.86 -0.1%
120 MKSI MKS INC Technology 69,437 $16.0M 0.16% NEW $229.81 +36.6%
121 HIPO HIPPO HOLDINGS INC Financial Services 608,259 $15.9M 0.16% NEW $26.06 +2.6%
122 LOVE LOVESAC CO/THE Consumer Cyclical 970,897 $14.3M 0.14% NEW $14.77 +3.7%
123 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 398,711 $13.5M 0.14% NEW $33.85 +62.7%
124 KMTS KESTRA MEDICAL TECHNOLOGIES Healthcare 655,877 $13.1M 0.13% NEW $19.93 +10.7%
125 RL RALPH LAUREN Consumer Cyclical 37,180 $12.8M 0.13% NEW $343.99 -2.9%
126 BOBS BOBS DISCOUNT FURNITURE Consumer Cyclical 947,984 $11.1M 0.11% NEW $11.75 +1.4%
127 CW CURTISS WRIGHT CORP Industrials 15,643 $10.7M 0.11% NEW $681.12 +10.2%
128 RDDT REDDIT INC-CL A Communication Services 77,832 $10.5M 0.10% NEW $134.65 +16.1%
129 DKNG DRAFTKINGS INC - CL A Consumer Cyclical 454,105 $9.8M 0.10% NEW $21.62 +16.3%
130 SOLV ENERGY INC-CL A 312,255 $9.4M 0.09% NEW $30.03
131 URG UR-ENERGY INC Energy 6,234,841 $9.3M 0.09% NEW $1.49 +22.8%
132 EKSO EKSO BIONICS HOLDINGS INC Healthcare 133,636 $8.9M 0.09% NEW $66.92 -82.4%
133 NHC NATIONAL HEALTHCARE CORP Healthcare 55,874 $8.9M 0.09% NEW $159.70 +24.0%
134 VKTX VIKING HOLDINGS LTD Healthcare 112,754 $8.3M 0.08% NEW $73.48 -56.8%
135 EXE EXPAND ENERGY CORP Energy 75,404 $8.3M 0.08% NEW $109.78 -11.9%
136 CARILOHA INC - PROMISSORY NOTE 8,001,421 $8.0M 0.08% NEW $1.00
137 OFRM ONCE UPON A FARM PBC Consumer Defensive 418,131 $6.8M 0.07% NEW $16.35 -2.3%
138 CCJ CAMECO CORP Energy 62,655 $6.8M 0.07% NEW $108.61 -1.0%
139 LSI INDS INC 313,650 $5.8M 0.06% NEW $18.60
140 DD DUPONT DE NEMOURS INC Basic Materials 124,038 $5.7M 0.06% NEW $45.80 +10.5%
141 UMAC UNUSUAL MACHINES INC /US Financial Services 451,522 $5.6M 0.06% NEW $12.40 +36.5%
142 CIB GRUPO CIBEST SA-ADR Financial Services 68,761 $5.0M 0.05% NEW $72.81 -13.3%
143 ESTA ESTABLISHMENT LABS HOLDINGS Healthcare 87,179 $5.0M 0.05% NEW $56.78 +22.9%
144 SSII SS INNOVATIONS INTERNATIONAL Healthcare 833,333 $4.2M 0.04% NEW $5.00 -20.2%
145 BAP CREDICORP LTD Financial Services 11,854 $4.0M 0.04% NEW $339.18 -6.7%
146 IREN LTD 114,065 $3.9M 0.04% NEW $34.28
147 SUPER GROUP SGHC LTD 360,000 $3.9M 0.04% NEW $10.80
148 TSEM TOWER SEMICONDUCTOR LTD Technology 21,659 $3.8M 0.04% NEW $175.48 +60.0%
149 FRPT FRESHPET INC Consumer Defensive 62,982 $3.7M 0.04% NEW $58.96 -16.3%
150 GOOS CANADA GOOSE HOLDINGS INC Consumer Cyclical 309,510 $3.4M 0.03% NEW $10.97 -9.8%
151 WRD WERIDE INC-ADR Technology 410,998 $3.3M 0.03% NEW $8.09 -6.1%
152 SHAZ SHARONAI HOLDINGS INC Technology 137,538 $3.1M 0.03% NEW $22.73 +144.7%
153 UUUU ENERGY FUELS INC Energy 148,461 $2.7M 0.03% NEW $18.25 +6.8%
154 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 7,581 $2.6M 0.03% NEW $337.95 +23.6%
155 AZ A2Z CUST2MATE SOLUTIONS CORP Technology 355,459 $2.4M 0.02% NEW $6.67 -11.8%
156 MDA MDA SPACE LTD Technology 84,687 $2.1M 0.02% NEW $25.32 +55.0%
157 RERE ATRENEW INC Consumer Cyclical 405,316 $1.9M 0.02% NEW $4.69 -4.1%
158 JMIA JUMIA TECHNOLOGIES AG-ADR Consumer Cyclical 254,782 $1.8M 0.02% NEW $6.90 +6.2%
159 SQNS SEQUANS COMMUNICATIONS-ADR Technology 664,762 $1.7M 0.02% NEW $2.53 +58.5%
160 SENS SENSEONICS HOLDINGS INC Healthcare 186,426 $1.2M 0.01% NEW $6.66 -12.6%
161 ALIBABA GROUP HOLDING SP ADR 3,485 $437K 0.00% NEW $125.46
162 TIGO MILLICOM INTL CELLULAR S.A. Communication Services 5,700 $427K 0.00% NEW $74.94 +9.0%
163 VALE VALE SA-SP ADR Basic Materials 10,906 $174K 0.00% NEW $15.91 +4.2%
164 EMBJ EMBRAER SA-SPON ADR Industrials 2,316 $137K 0.00% NEW $59.34 -1.0%
165 GDS GDS HOLDINGS LTD - ADR Technology 2,300 $93K 0.00% NEW $40.29 +11.1%
166 BIDU BAIDU INC - SPON ADR Communication Services 708 $79K 0.00% NEW $111.42 +21.5%
167 IMVT IMMUNOVANT INC Healthcare 100 $2K NEW $24.84 +16.6%

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
Industrials 28.5%
Technology 27.2%
Healthcare 21.7%
Financial Services 8.0%
Consumer Cyclical 6.1%
Energy 2.5%
Consumer Defensive 2.5%
Basic Materials 2.4%
Utilities 0.6%
Communication Services 0.3%