The Analysis of Hood River Capital Management LLC's Holdings
Currently, Hood River Capital Management LLC holds 175 types of securities in its portfolio with a total value $9.1B. In the most recent quarter, they have increased their positions in BE (+1.6M shares, valued at $135.2M), N/A (+289.5K shares, valued at $85.3M), KNX (+1.6M shares, valued at $83.0M); decreased their positions in CIEN (-729.4K shares, valued at $170.6M), TSEM (-1.1M shares, valued at $131.1M), LITE (-295.7K shares, valued at $109.0M); initiated new positions in BE (+1.6M shares, valued at $135.2M), N/A (+289.5K shares, valued at $85.3M), KNX (+1.6M shares, valued at $83.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APLD APPLIED DIGITAL CORP22.0M shares4.71%2025-12-312026-02-17
MTZ MASTEC INC1.5M shares-9.89%2025-12-312026-02-17 DAVE INC DAVE INC1.1M shares3.25%2025-12-312026-02-17 FIX COMFORT SYSTEMS USA INC245.9K shares1.93%2025-12-312026-02-17 KTOS KRATOS DEFENSE & SECURITY2.7M shares1.94%2025-12-312026-02-17 FCFS FIRSTCASH HOLDINGS INC1.1M shares38.18%2025-12-312026-02-17 ONDS ONDAS INC17.4M shares7.80%2025-12-312026-02-17 SMTC SEMTECH CORP2.2M shares1.80%2025-12-312026-02-17 XPO XPO INC1.1M shares1.86%2025-12-312026-02-17 QXO QXO INC8.1M shares-2.06%2025-12-312026-02-17 KRYS KRYSTAL BIOTECH INC613.3K shares1.05%2025-12-312026-02-17 ACIW ACI WORLDWIDE INC3.0M shares1.82%2025-12-312026-02-17 MDGL MADRIGAL PHARMACEUTICALS INC247.6K shares1.96%2025-12-312026-02-17 HCI HCI GROUP INC747.8K shares0.97%2025-12-312026-02-17 BE BLOOM ENERGY CORP- A1.6M sharesnew addition2025-12-312026-02-17 CUBI CUSTOMERS BANCO1.7M shares0.79%2025-12-312026-02-17 U UNITY SOFTWARE INC2.8M shares0.59%2025-12-312026-02-17 ATRC ATRICURE INC3.1M shares1.68%2025-12-312026-02-17 ALHC ALIGNMENT HEALTHCARE INC6.2M shares4.33%2025-12-312026-02-17 LTH LIFE TIME GROUP HOLDINGS INC4.4M shares1.85%2025-12-312026-02-17 LITE LUMENTUM HOLDINGS INC303.1K shares-49.38%2025-12-312026-02-17 INSM INSMED INC637.6K shares-27.66%2025-12-312026-02-17 CELH CELSIUS HOLDINGS INC2.4M shares75.64%2025-12-312026-02-17 CIEN CIENA CORP453.8K shares-61.65%2025-12-312026-02-17 CWAN CLEARWATER ANALYTICS HDS-A4.3M shares5.90%2025-12-312026-02-17 GH GUARDANT HEALTH INC978.5K shares280.90%2025-12-312026-02-17 RDNT RADNET INC1.4M shares1.79%2025-12-312026-02-17 OLLI OLLIES BARGAIN OUTLET HLDG INC904.0K shares-15.76%2025-12-312026-02-17 OSIS OSI SYSTEMS INC379.4K shares2.19%2025-12-312026-02-17 GVA GRANITE CONSTRUCTION INC836.5K shares1.32%2025-12-312026-02-17 BBIO BRIDGEBIO PHARMA INC1.3M shares0.94%2025-12-312026-02-17 PEGA PEGASYTEMS INC1.6M shares0.63%2025-12-312026-02-17 SITM SITIME CORP268.1K shares-42.83%2025-12-312026-02-17 KRMN KARMAN HOLDINGS INC1.3M shares87.94%2025-12-312026-02-17 SRRK SCHOLAR ROCK HOLDING CORP2.0M shares0.61%2025-12-312026-02-17 APG API GROUP CORP2.3M shares1.89%2025-12-312026-02-17 ENSG ENSIGN GROUP INC/THE492.0K shares0.97%2025-12-312026-02-17 TMDX TRANSMEDICS GROUP INC690.4K shares1.76%2025-12-312026-02-17 KNX KNIGHT-SWIFT TRANSPORTATION1.6M sharesnew addition2025-12-312026-02-17 GENI GENIUS SPORTS LTD7.0M shares2.10%2025-12-312026-02-17 PTCT PTC THERAPEUTICS INC1.0M shares0.73%2025-12-312026-02-17 GSAT GLOBALSTAR1.2M shares-6.85%2025-12-312026-02-17 RVMD REVOLUTION MEDICINES INC945.6K shares1.88%2025-12-312026-02-17 DNN DENISON MINES CORP27.0M shares2.93%2025-12-312026-02-17 EWBC EAST WEST BANCORP INC635.7K shares0.75%2025-12-312026-02-17 SIG SIGNET JEWELERS LTD850.3K shares10.68%2025-12-312026-02-17 CNM CORE & MAIN INC-CLASS A1.3M sharesnew addition2025-12-312026-02-17 MOD MODINE MANUFACTURING CO516.5K shares-2.93%2025-12-312026-02-17 RSI RUSH STREET INTERACTIVE INC3.5M shares25.74%2025-12-312026-02-17 LSCC LATTICE SEMICONDUCTOR CORP922.6K shares28.30%2025-12-312026-02-17 BW BABCOCK & WILCOX ENTERPR10.6M sharesnew addition2025-12-312026-02-17 AXSM AXSOME THERAPEUTICS INC366.2K shares1.73%2025-12-312026-02-17 EXLS EXLSERVICE HOLDINGS INC1.6M shares-23.98%2025-12-312026-02-17 RMBS RAMBUS INC708.8K shares-15.46%2025-12-312026-02-17 MIR MIRION TECHNOLOGIES INC2.8M shares0.61%2025-12-312026-02-17 EXP EAGLE MATERIALS INC295.6K shares2.02%2025-12-312026-02-17 ESE ESCO TECHNOLOGIES INC300.2K shares1.74%2025-12-312026-02-17 FLS FLOWSERVE CORP832.3K shares36.71%2025-12-312026-02-17 NBIX NEUROCRINE BIOSCIENCES INC389.3K shares-22.37%2025-12-312026-02-17 DOCN DIGITALOCEAN HOLDINGS INC1.1M shares0.51%2025-12-312026-02-17 LOPE GRAND CANYON EDUCATION INC311.4K sharesnew addition2025-12-312026-02-17 FIVE FIVE BELOW266.4K shares27.59%2025-12-312026-02-17 SNDX SYNDAX PHARMACEUTICALS INC2.3M sharesnew addition2025-12-312026-02-17 HUT 8 CORP HUT 8 CORP1.0M shares-47.52%2025-12-312026-02-17 NUVL NUVALENT INC-A475.4K sharesnew addition2025-12-312026-02-17 TGTX TG THERAPEUTICS INC1.6M shares1.83%2025-12-312026-02-17 XMTR XOMETRY INC-A782.8K shares83.64%2025-12-312026-02-17 ENOV ENOVIS CORP1.7M shares0.58%2025-12-312026-02-17 TSEM TOWER SEMICONDUCTOR LTD394.0K shares-73.92%2025-12-312026-02-17 ASO ACADEMY SPORTS & OUTDOORS IN924.9K shares19.74%2025-12-312026-02-17 ALM ALMONTY INDUSTRIES INC5.2M shares116.03%2025-12-312026-02-17 TILE INTERFACE INC1.6M shares2.42%2025-12-312026-02-17 AAOI APPLIED OPTOELECTRONICS INC1.3M shares-19.04%2025-12-312026-02-17 TTMI TTM TECHNOLOGIES633.9K shares-0.61%2025-12-312026-02-17 AXON AXON ENTERPRISE INC74.7K shares2.01%2025-12-312026-02-17 UTI UNIVERSAL TECHNICAL INSTITUT1.6M shares11.01%2025-12-312026-02-17 BB BLACKBERRY LTD11.1M shares0.70%2025-12-312026-02-17 CRNX CRINETICS PHARMACEUTICALS IN897.4K shares1.63%2025-12-312026-02-17 FN FABRINET82.2K shares-63.02%2025-12-312026-02-17 AXTI AXT INC2.0M sharesnew addition2025-12-312026-02-17 ODD ODDITY TECH LTD-CL A783.7K shares3.61%2025-12-312026-02-17 NCNO NCINO INC1.2M shares1.12%2025-12-312026-02-17 CWH CAMPING WORLD HOLDINGS INC-A3.2M shares0.59%2025-12-312026-02-17 TRNS TRANSCAT INC545.8K shares14.37%2025-12-312026-02-17 KRUS KURA SUSHI USA INC CLASS A589.5K shares70.87%2025-12-312026-02-17 FRPT FRESHPET INC504.3K shares1.88%2025-12-312026-02-17 LB LANDBRIDGE CO LLC-A621.1K shares-7.40%2025-12-312026-02-17 LASR NLIGHT INC804.5K shares41.70%2025-12-312026-02-17 WSBC WESBANCO INC894.4K shares2.67%2025-12-312026-02-17 CLH CLEAN HARBORS INC126.8K shares2.48%2025-12-312026-02-17 QTWO Q2 HOLDINGS INC393.0K shares-33.79%2025-12-312026-02-17 CALX CALIX INC.523.3K shares15.15%2025-12-312026-02-17 NOG NORTHERN OIL AND GAS INC1.3M shares1.08%2025-12-312026-02-17 SNDR SCHNEIDER NATIONAL INC-CL B1.0M sharesnew addition2025-12-312026-02-17 SYM SYMBOTIC INC454.0K shares7.53%2025-12-312026-02-17 HASI HA SUSTAINABLE INFRASTRUCTURE845.5K shares2.42%2025-12-312026-02-17 BFLY BUTTERFLY NETWORK INC7.0M shares28.64%2025-12-312026-02-17 RYTM RHYTHM PHARMACEUTICALS INC237.0K shares0.51%2025-12-312026-02-17 RXO RXO INC2.0M shares43.57%2025-12-312026-02-17 GFL GFL ENVIRONMENTAL INC-SUB VT585.3K shares0.25%2025-12-312026-02-17 LPTH LIGHTPATH TECHNOLOGIES INC-A2.3M sharesnew addition2025-12-312026-02-17 ATEC ALPHATEC HOLDINGS INC1.1M sharesnew addition2025-12-312026-02-17 NRG NRG ENERGY INC150.3K shares14.54%2025-12-312026-02-17 MIRM MIRUM PHARMACEUTICALS INC280.0K sharesnew addition2025-12-312026-02-17 ACLX ARCELLX INC335.5K sharesnew addition2025-12-312026-02-17 SLDE SLIDE INSURANCE HOLDINGS INC1.1M shares-1.22%2025-12-312026-02-17 WAL WESTERN ALLIANCE BANCORP246.2K shares-62.66%2025-12-312026-02-17 TWLO TWILIO INC - A139.2K shares-1.11%2025-12-312026-02-17 PAR PAR TECHNOLOGY CORP/DEL526.7K shares65.41%2025-12-312026-02-17 SEM SELECT MEDICAL HOLDINGS CORP1.3M shares-16.74%2025-12-312026-02-17 TTWO TAKE-TWO INTERACTIVE SOFTWRE67.9K shares-1.46%2025-12-312026-02-17 ROCKET LAB CORP ROCKET LAB CORP242.1K sharesnew addition2025-12-312026-02-17 RDDT REDDIT INC-CL A66.3K shares-1.07%2025-12-312026-02-17 KMTS KESTRA MEDICAL TECHNOLOGIES560.5K shares41.80%2025-12-312026-02-17 TER TERADYNE INC75.9K sharesnew addition2025-12-312026-02-17 LOVE LOVESAC CO/THE987.7K shares1.20%2025-12-312026-02-17 AR ANTERO RESOURCES CORP394.8K shares-1.39%2025-12-312026-02-17 VSEC VSE CORP75.6K sharesnew addition2025-12-312026-02-17 WBI WATERBRIDGE INFRASTRUC-CL A608.4K shares1.39%2025-12-312026-02-17 UAMY UNITED STATES ANTIMONY CORP2.4M sharesnew addition2025-12-312026-02-17 RL RALPH LAUREN31.6K sharesnew addition2025-12-312026-02-17 EXZEO GROUP INC EXZEO GROUP INC442.6K sharesnew addition2025-12-312026-02-17 UMAC UNUSUAL MACHINES INC /US834.3K shares-0.72%2025-12-312026-02-17 MKSI MKS INC58.9K sharesnew addition2025-12-312026-02-17 WSM WILLIAMS SONOMA INC52.7K shares-1.48%2025-12-312026-02-17 CYTK CYTOKINETICS INC137.6K sharesnew addition2025-12-312026-02-17 COHERENT INC COHERENT INC46.2K sharesnew addition2025-12-312026-02-17 SOFI SOFI TECHNOLOGIES INC291.7K shares-25.20%2025-12-312026-02-17 CW CURTISS WRIGHT CORP13.3K shares-1.40%2025-12-312026-02-17 EXE EXPAND ENERGY CORP64.3K shares-1.76%2025-12-312026-02-17 AS AMER SPORTS INC184.0K shares-0.77%2025-12-312026-02-17 VIK VIKING HOLDINGS LTD96.1K shares-53.84%2025-12-312026-02-17 COMSTOCK INC COMSTOCK INC1.8M shares-0.98%2025-12-312026-02-17 OKTA OKTA INC78.0K shares-1.02%2025-12-312026-02-17 NHC NATIONAL HEALTHCARE CORP47.9K shares-1.16%2025-12-312026-02-17 LUNR INTUITIVE MACHINES INC402.9K sharesnew addition2025-12-312026-02-17 AMPX AMPRIUS TECHNOLOGIES INC809.7K sharesnew addition2025-12-312026-02-17 VC VISTEON CORP60.2K shares-66.16%2025-12-312026-02-17 CCJ CAMECO CORP52.6K shares17.40%2025-12-312026-02-17 ESTA ESTABLISHMENT LABS HOLDINGS58.3K shares9.76%2025-12-312026-02-17 RDVT RED VIOLET INC69.5K shares-2.15%2025-12-312026-02-17 BBW BUILD-A-BEAR WORKSHOP INC52.7K shares-1.41%2025-12-312026-02-17 SENS SENSEONICS HOLDINGS INC421.0K shares-95.08%2025-12-312026-02-17 IREN IREN LTD58.6K shares105.73%2025-12-312026-02-17 BAP CREDICORP LTD7.5K shares24.37%2025-12-312026-02-17 KSPI KASPI KZ JSC24.3K shares-72.55%2025-12-312026-02-17 JMIA JUMIA TECHNOLOGIES AG-ADR110.8K sharesnew addition2025-12-312026-02-17 UUUU ENERGY FUELS INC56.0K sharesnew addition2025-12-312026-02-17 OWLET INC OWLET INC35.0K sharesnew addition2025-12-312026-02-17 GRRR GORILLA TECHNOLOGY GROUP INC37.1K shares0.00%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR-SP ADR433 sharesnew addition2025-12-312026-02-17 BABA ALIBABA GROUP HOLDING SP ADR253 sharesnew addition2025-12-312026-02-17 VALE VALE SA-SP ADR1.3K sharesnew addition2025-12-312026-02-17 NU NU HOLDINGS LTD/CAYMAN ISL-A930 sharesnew addition2025-12-312026-02-17 HDB HDFC BANK LTD ADR395 sharesnew addition2025-12-312026-02-17 IBN ICICI BANK LTD SPON ADR480 sharesnew addition2025-12-312026-02-17 RERE ATRENEW INC2.2K sharesnew addition2025-12-312026-02-17 EMBJ EMBRAER SA-SPON ADR160 sharesnew addition2025-12-312026-02-17 KB KB FINANCIAL GROUP INC-ADR119 sharesnew addition2025-12-312026-02-17 SN SHARKNINJA INC55 sharesnew addition2025-12-312026-02-17 BIDU BAIDU INC - SPON ADR45 sharesnew addition2025-12-312026-02-17 SHG SHINHAN FINANCIAL GROUP-ADR100 sharesnew addition2025-12-312026-02-17 IMVT IMMUNOVANT INC100 shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available