Hood River Capital Management LLC

PALM BEACH GARDENS, FL · CIK 1578177 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2013 · limited liability company

Assets managed$9.5bn
Staff20 · 20 in investment roles
Main clients (by assets)Mutual funds and ETFs 57%, Companies 12%, Pension plans 12%
Private funds3 · $97.4m gross assets
Form ADV · 2026-09-25SEC adviser record

Legal entityHOOD RIVER CAPITAL MANAGEMENT LLC (US)

$13.8bn reported value +38.3% vs Q1 2026

166positions

30.4%in top 10

35 new 92 added 37 reduced 36 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED DIGITAL CORP COM NEW APLD	APLD	22,518,887	$840.0m6.09%	6.09%	Reduced -556.7k	-556,725 -2.4%
2	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	4,200,719	$659.6m4.78%	4.78%	Added +713.6k	+713,601 20.5%
3	MASTEC INC COM MTZ	MTZ	1,173,918	$488.4m3.54%	3.54%	Reduced -121.5k	-121,467 -9.4%
4	DAVE INC CLASS A COM NEW DAVE	DAVE	1,104,277	$411.4m2.98%	2.98%	Reduced -41.6k	-41,624 -3.6%
5	BLOOM ENERGY CORP COM CL A BE	BE	1,345,873	$407.4m2.95%	2.95%	Reduced -230.4k	-230,385 -14.6%
6	SEMTECH CORP COM SMTC	SMTC	2,250,382	$364.2m2.64%	2.64%	Reduced -37.1k	-37,147 -1.6%
7	XPO INC COM XPO	XPO	1,297,453	$266.4m1.93%	1.93%	Added +137.6k	+137,623 11.9%
8	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	1,221,912	$264.3m1.92%	1.92%	Added +88.0k	+87,997 7.8%
9	KRYSTAL BIOTECH INC COM KRYS	KRYS	663,375	$246.6m1.79%	1.79%	Added +43.8k	+43,789 7.1%
10	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	3,058,241	$238.1m1.73%	1.73%	Added +381.3k	+381,285 14.2%
11	LUMENTUM HLDGS INC COM LITE	LITE	262,757	$225.5m1.63%	1.63%	Reduced -12.9k	-12,866 -4.7%
12	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	1,469,538	$224.8m1.63%	1.63%	Added +176.4k	+176,446 13.7%
13	LIVANOVA PLC SHS LIVN	LIVN	2,565,477	$211.0m1.53%	1.53%	Added +1.9m	+1,928,937 303.0%
14	GUARDANT HEALTH INC COM GH	GH	1,395,307	$209.3m1.52%	1.52%	Added +85.2k	+85,242 6.5%
15	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	1,392,510	$206.3m1.50%	1.50%	Added +117.0k	+116,991 9.2%
16	BABCOCK & WILCOX ENTERPRISES COM BW	BW	13,689,679	$193.0m1.40%	1.40%	Added +2.1m	+2,085,991 18.0%
17	XOMETRY INC CLASS A COM XMTR	XMTR	1,988,360	$191.9m1.39%	1.39%	Added +863.6k	+863,627 76.8%
18	HUT 8 CORP COM HUT	HUT	1,651,895	$190.7m1.38%	1.38%	Reduced -191.7k	-191,687 -10.4%
19	RXO INC COMMON STOCK RXO	RXO	6,478,546	$178.7m1.30%	1.30%	Added +2.0m	+2,026,330 45.5%
20	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	3,137,727	$156.4m1.13%	1.13%	Added +423.2k	+423,156 15.6%
21	CUSTOMERS BANCORP INC COM CUBI	CUBI	1,941,996	$153.6m1.11%	1.11%	Added +210.7k	+210,686 12.2%
22	CLEAN HARBORS INC COM CLH	CLH	498,747	$149.0m1.08%	1.08%	Added +374.5k	+374,472 301.3%
23	BLACKBERRY LTD COM BB	BB	11,672,761	$147.7m1.07%	1.07%	Reduced -203.8k	-203,791 -1.7%
24	ALIGNMENT HEALTHCARE INC COM ALHC	ALHC	6,184,526	$147.3m1.07%	1.07%	Added +130.0k	+130,049 2.1%
25	BANDWIDTH INC COM CL A BAND	BAND	2,295,924	$145.3m1.05%	1.05%	New
26	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	425,167	$142.3m1.03%	1.03%	Added +66.5k	+66,549 18.6%
27	PTC THERAPEUTICS INC COM PTCT	PTCT	1,738,613	$141.8m1.03%	1.03%	Added +74.1k	+74,054 4.5%
28	GRANITE CONSTR INC COM GVA	GVA	871,255	$137.7m1.00%	1.00%	Reduced -18.2k	-18,237 -2.0%
29	UNITY SOFTWARE INC COM U	U	4,736,216	$135.4m0.98%	0.98%	Added +242.5k	+242,463 5.4%
30	RUSH STREET INTERACTIVE INC COM RSI	RSI	4,454,433	$132.5m0.96%	0.96%	Added +803.2k	+803,196 22.0%
31	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	2,224,788	$122.4m0.89%	0.89%	Added +175.1k	+175,109 8.5%
32	ACI WORLDWIDE INC COM ACIW	ACIW	2,329,869	$117.2m0.85%	0.85%	Reduced -61.5k	-61,450 -2.6%
33	ESCO TECHNOLOGIES INC COM ESE	ESE	330,297	$115.6m0.84%	0.84%	Added +26.2k	+26,157 8.6%
34	INSMED INC COM PAR $.01 INSM	INSM	1,056,871	$112.7m0.82%	0.82%	Added +368.3k	+368,317 53.5%
35	RED CAT HLDGS INC COM RCAT	RCAT	10,578,223	$112.7m0.82%	0.82%	Added +7.5m	+7,545,218 248.8%
36	BUTTERFLY NETWORK INC COM CL A BFLY	BFLY	13,190,130	$111.1m0.81%	0.81%	Added +4.6m	+4,569,282 53.0%
37	CAVA GROUP INC COM CAVA	CAVA	1,406,249	$110.4m0.80%	0.80%	Added +226.8k	+226,808 19.2%
38	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	882,738	$108.2m0.78%	0.78%	Added +53.5k	+53,453 6.5%
39	API GROUP CORP COM STK APG	APG	2,538,774	$107.5m0.78%	0.78%	Added +192.2k	+192,213 8.2%
40	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	4,245,469	$107.2m0.78%	0.78%	Added +3.8m	+3,791,364 834.9%
41	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	2,549,719	$104.1m0.76%	0.76%	Reduced -74.8k	-74,771 -2.9%
42	BRIDGEBIO PHARMA INC COM BBIO	BBIO	1,347,535	$100.4m0.73%	0.73%	Added +82.5k	+82,455 6.5%
43	SITIME CORP COM SITM	SITM	133,699	$99.7m0.72%	0.72%	Reduced -69.1k	-69,051 -34.1%
44	AXSOME THERAPEUTICS INC COM AXSM	AXSM	402,678	$98.6m0.71%	0.71%	Added +31.2k	+31,175 8.4%
45	ONDAS INC COM NEW ONDS	ONDS	11,688,295	$96.3m0.70%	0.70%	Added +1.4m	+1,426,484 13.9%
46	KARMAN HLDGS INC COMMON STOCK KRMN	KRMN	1,915,993	$95.6m0.69%	0.69%	Added +627.2k	+627,209 48.7%
47	TTM TECHNOLOGIES INC COM TTMI	TTMI	501,716	$93.8m0.68%	0.68%	Reduced -14.7k	-14,715 -2.9%
48	AEROVIRONMENT INC COM AVAV	AVAV	564,254	$93.1m0.68%	0.68%	New
49	WESBANCO INC COM WSBC	WSBC	2,367,331	$92.4m0.67%	0.67%	Added +353.4k	+353,378 17.6%
50	ARROWHEAD PHARMACEUTICALS IN COM ARWR	ARWR	1,120,747	$91.4m0.66%	0.66%	Added +64.2k	+64,213 6.1%
51	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	169,084	$90.8m0.66%	0.66%	Reduced -80.4k	-80,427 -32.2%
52	OSI SYSTEMS INC COM OSIS	OSIS	414,304	$90.6m0.66%	0.66%	Added +42.2k	+42,230 11.3%
53	RADNET INC COM RDNT	RDNT	1,456,205	$89.8m0.65%	0.65%	Added +44.7k	+44,708 3.2%
54	TG THERAPEUTICS INC COM TGTX	TGTX	1,600,510	$87.9m0.64%	0.64%	Added +31.3k	+31,339 2.0%
55	PALOMAR HLDGS INC COM PLMR	PLMR	682,283	$86.2m0.63%	0.63%	Added +256.2k	+256,237 60.1%
56	QXO INC COM NEW QXO	QXO	4,938,602	$85.3m0.62%	0.62%	Reduced -3.2m	-3,197,459 -39.3%
57	COGNEX CORP COM CGNX	CGNX	1,172,170	$84.9m0.62%	0.62%	New
58	DENISON MINES CORP COM DNN	DNN	26,723,056	$81.8m0.59%	0.59%	Reduced -106.3k	-106,335 -0.4%
59	ATRICURE INC COM ATRC	ATRC	2,905,299	$81.3m0.59%	0.59%	Reduced -212.2k	-212,246 -6.8%
60	ENSIGN GROUP INC COM ENSG	ENSG	504,517	$80.9m0.59%	0.59%	Added +14.1k	+14,091 2.9%
61	USA RARE EARTH INC COM USAR	USAR	3,688,848	$79.6m0.58%	0.58%	Reduced -554.1k	-554,093 -13.1%
62	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	469,233	$79.1m0.57%	0.57%	Added +64.8k	+64,840 16.0%
63	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	12,929,769	$78.4m0.57%	0.57%	Added +5.7m	+5,686,089 78.5%
64	ALMONTY INDS INC COM NEW ALM	ALM	4,621,107	$76.5m0.55%	0.55%	Added +396.4k	+396,432 9.4%
65	SIGNET JEWELERS LIMITED SHS SIG	SIG	878,274	$75.7m0.55%	0.55%	Added +29.1k	+29,107 3.4%
66	VSE CORP COM VSEC	VSEC	330,182	$75.4m0.55%	0.55%	Added +24.9k	+24,895 8.2%
67	SCHNEIDER NATIONAL INC CL B SNDR	SNDR	1,924,667	$70.3m0.51%	0.51%	Added +196.1k	+196,070 11.3%
68	TERADYNE INC COM TER	TER	140,435	$67.9m0.49%	0.49%	Added +52.7k	+52,665 60.0%
69	KIRBY CORP COM KEX	KEX	497,476	$67.6m0.49%	0.49%	Added +33.2k	+33,154 7.1%
70	WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG WBI	WBI	1,960,405	$67.2m0.49%	0.49%	Added +1.3m	+1,339,831 215.9%
71	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	1,558,008	$66.6m0.48%	0.48%	Reduced -28.2k	-28,180 -1.8%
72	CELCUITY INC COM CELC	CELC	628,411	$65.7m0.48%	0.48%	New
73	FABRINET SHS FN	FN	116,477	$65.5m0.47%	0.47%	Added +7.4k	+7,360 6.8%
74	AXON ENTERPRISE INC COM AXON	AXON	107,147	$60.1m0.44%	0.44%	Added +5.4k	+5,385 5.3%
75	FLOWSERVE CORP COM FLS	FLS	801,659	$59.5m0.43%	0.43%	Reduced -14.1k	-14,139 -1.7%
76	LIGHTPATH TECHNOLOGIES INC COM CL A LPTH	LPTH	3,562,140	$58.2m0.42%	0.42%	Added +1.1m	+1,126,377 46.2%
77	NLIGHT INC COM LASR	LASR	836,229	$58.2m0.42%	0.42%	Reduced -86.8k	-86,750 -9.4%
78	TEXAS CAP BANCSHARES INC COM TCBI	TCBI	559,206	$57.7m0.42%	0.42%	Added +42.2k	+42,240 8.2%
79	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	742,353	$57.1m0.41%	0.41%	Reduced -131.6k	-131,569 -15.1%
80	INTERFACE INC COM TILE	TILE	1,584,452	$56.8m0.41%	0.41%	Reduced -27.6k	-27,635 -1.7%
81	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	2,564,279	$56.1m0.41%	0.41%	Added +210.0k	+209,994 8.9%
82	TRANSCAT INC COM TRNS	TRNS	601,541	$55.8m0.40%	0.40%	Reduced -13.0k	-13,013 -2.1%
83	NEW ERA ENERGY & DIGITAL INC COM NUAI	NUAI	8,596,985	$54.8m0.40%	0.40%	New
84	FIVE BELOW INC COM FIVE	FIVE	285,102	$51.3m0.37%	0.37%	Added +16.3k	+16,294 6.1%
85	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	1,301,308	$50.8m0.37%	0.37%	Reduced -22.6k	-22,602 -1.7%
86	ITG INC COM ITG	ITG	3,125,000	$50.0m0.36%	0.36%	New
87	TRANSMEDICS GROUP INC COM TMDX	TMDX	751,133	$49.9m0.36%	0.36%	Added +51.4k	+51,363 7.3%
88	AXOGEN INC COM AXGN	AXGN	1,067,072	$49.3m0.36%	0.36%	New
89	YORK SPACE SYSTEMS INC COM YSS	YSS	1,963,942	$48.4m0.35%	0.35%	Added +975.4k	+975,432 98.7%
90	ENOVIS CORPORATION COM ENOV	ENOV	2,299,326	$47.6m0.35%	0.35%	Added +542.7k	+542,657 30.9%
91	LANDBRIDGE COMPANY LLC CL A LB	LB	592,619	$47.0m0.34%	0.34%	Reduced -28.5k	-28,456 -4.6%
92	KNIFE RIVER CORP COMMON STOCK KNF	KNF	535,074	$44.8m0.32%	0.32%	Added +24.5k	+24,452 4.8%
93	SHARKNINJA INC COM SHS SN	SN	288,736	$44.0m0.32%	0.32%	Added +94.4k	+94,408 48.6%
94	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	172,812	$43.2m0.31%	0.31%	Added +56.6k	+56,579 48.7%
95	ROCKET LAB CORP COM RKLB	RKLB	421,905	$42.9m0.31%	0.31%	Added +138.7k	+138,703 49.0%
96	X-ENERGY INC COM CL A XE	XE	2,335,437	$42.9m0.31%	0.31%	New
97	TERAWULF INC COM WULF	WULF	1,710,463	$42.2m0.31%	0.31%	New
98	ACADEMY SPORTS & OUTDOORS IN COM ASO	ASO	891,434	$42.0m0.30%	0.30%	Reduced -15.8k	-15,753 -1.7%
99	CYTOKINETICS INC COM NEW CYTK	CYTK	469,273	$40.0m0.29%	0.29%	New
100	BOOT BARN HLDGS INC COM BOOT	BOOT	238,337	$39.2m0.28%	0.28%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COMFORT SYS USA INC FIX	FIX	249,385	$343.9m249.4k shares
HCI GROUP INC HCI	HCI	623,801	$96.4m623.8k shares
RAMBUS INC DEL RMBS	RMBS	727,494	$62.6m727.5k shares
KURA SUSHI USA INC KRUS	KRUS	796,393	$55.6m796.4k shares
NUVALENT INC		479,998	$49.2m480.0k shares
CELSIUS HLDGS INC CELH	CELH	1,370,561	$48.6m1.4m shares
PEGASYSTEMS INC PEGA	PEGA	975,621	$41.5m975.6k shares
MODINE MFG CO MOD	MOD	185,818	$40.3m185.8k shares
XENERGY REACTOR COMPANY		2,304,559	$33.5m2.3m shares
AXT INC AXTI	AXTI	526,663	$30.0m526.7k shares
OKLO INC OKLO	OKLO	589,294	$29.2m589.3k shares
SYMBOTIC INC SYM	SYM	524,415	$27.9m524.4k shares
EAGLE MATLS INC EXP	EXP	137,840	$26.1m137.8k shares
CAMPING WORLD HLDGS INC CWH	CWH	3,695,046	$25.2m3.7m shares
ALPHATEC HLDGS INC ATEC	ATEC	2,300,899	$25.0m2.3m shares
UNITED STATES ANTIMONY CORP UAMY	UAMY	2,759,376	$24.1m2.8m shares
MINIMED GROUP INC MMED	MMED	1,505,778	$22.5m1.5m shares
SOLENO THERAPEUTICS INC SLNO	SLNO	623,421	$20.9m623.4k shares
RHYTHM PHARMACEUTICALS INC RYTM	RYTM	239,912	$20.9m239.9k shares
AMERICAN SUPERCONDUCTOR CORP AMSC	AMSC	398,711	$13.5m398.7k shares
UR-ENERGY INC URG	URG	6,234,841	$9.3m6.2m shares
EXPAND ENERGY CORPORATION EXE	EXE	75,404	$8.3m75.4k shares
CARILOHA INC - PROMISSORY NOTE		8,001,421	$8.0m8.0m shares
CAMECO CORP CCJ	CCJ	62,655	$6.8m62.7k shares
LSI INDS INC OHIO LYTS	LYTS	313,650	$5.8m313.6k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
BABCOCK & WILCOX ENTERPRIS I BW · 13G · filed 2026-02-17	BW	9.6%	new	13G	2026-02-17
DAVE INC DAVE · 13G · filed 2026-02-17	DAVE	9.2%≈ $415.8m	-0.4 pts	13G	2026-02-17
NEW ERA ENERGY & DIGITAL INC NUAI · 13G · filed 2026-08-14	NUAI	8.5%≈ $54.8m	new	13G	2026-08-14
COMSTOCK INC LODE · 13G · filed 2026-05-15	LODE	8.5%≈ $26.1m	+5.0 pts	13G	2026-05-15
APPLIED DIGITAL CORP APLD · 13G · filed 2026-02-17	APLD	7.9%≈ $822.0m	+0.7 pts	13G	2026-02-17
BANDWIDTH INC BAND · 13G · filed 2026-08-14	BAND	7.6%≈ $145.3m	new	13G	2026-08-14
RED CAT HLDGS INC RCAT · 13G · filed 2026-08-14	RCAT	7.2%≈ $112.7m	new	13G	2026-08-14
LOVESAC COMPANY LOVE · 13G · filed 2026-02-17	LOVE	6.8%≈ $16.5m	+0.4 pts	13G	2026-02-17
ATRICURE INC ATRC · 13G · filed 2026-02-17	ATRC	6.2%≈ $86.6m	+0.2 pts	13G	2026-02-17
TRANSCAT INC TRNS · 13G · filed 2026-02-17	TRNS	5.8%≈ $50.6m	+0.7 pts	13G	2026-02-17
BUTTERFLY NETWORK INC BFLY · 13G · filed 2026-08-14	BFLY	5.6%≈ $111.1m	new	13G	2026-08-14
LIGHTPATH TECHNOLOGIES INC LPTH · 13G · filed 2026-08-14	LPTH	5.4%≈ $58.2m	new	13G	2026-08-14
CUSTOMERS BANCORP INC CUBI · 13G · filed 2026-02-17	CUBI	5.0%≈ $136.5m	no change	13G	2026-02-17