13F-HR filed by Hood River Capital Management LLC
Hood River Capital Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 148 holding rows worth $7,161,278,554.
- Accession
- 0001214659-25-012024
- Filer
- CIK 1578177
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 148 entries on the cover page, a total value of $7,161,278,554 stated on the cover page (in dollars after the unit check, H1), rows summing to $7,161,278,554 with VALUE read as dollars as filed, 13F file number 028-15562. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MASTEC INC COM | 576323109 | Stock | 1,692,656 | $288,479,362 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 1,068,549 | $286,809,237 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 21,859,031 | $220,120,442 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 2,206,453 | $209,745,422 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 8,302,495 | $178,835,742 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 1,240,339 | $163,451,873 | dollars as filed | |
| ACI WORLDWIDE INC COM | 004498101 | Stock | 3,366,045 | $154,535,126 | dollars as filed | |
| VERONA PHARMA PLC | 925050106 | SPONSORED ADS | 1,562,467 | $147,778,129 | dollars as filed | |
| HCI GROUP INC | 40416E103 | COM | 864,306 | $131,547,373 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 243,385 | $130,505,471 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 2,755,446 | $127,990,467 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 1,008,621 | $127,378,746 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 486,177 | $103,594,595 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 2,244,631 | $101,322,643 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 3,311,182 | $100,428,150 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 3,061,059 | $100,310,903 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 4,519,134 | $99,104,609 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 1,216,068 | $98,902,810 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 239,366 | $97,393,238 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 1,916,267 | $97,250,550 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 679,847 | $91,106,296 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 899,603 | $90,536,046 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 2,067,209 | $90,523,082 | dollars as filed | |
| CUSTOMERS BANCORP INC | 23204G100 | COM | 1,523,025 | $89,462,489 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 377,061 | $84,785,936 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 611,045 | $82,576,621 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 1,543,815 | $78,811,756 | dollars as filed | |
| RADNET INC | 750491102 | COM | 1,377,142 | $78,373,151 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 5,517,336 | $77,242,704 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 261,546 | $77,072,375 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 492,016 | $75,898,388 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 5,094,572 | $74,227,914 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 244,738 | $74,067,508 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 650,595 | $73,783,979 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 533,023 | $73,269,342 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 6,811,333 | $70,837,863 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 1,974,964 | $69,953,225 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 955,600 | $61,177,512 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 300,867 | $60,808,229 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 73,329 | $60,712,012 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 647,093 | $60,509,666 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 1,302,164 | $60,407,388 | dollars as filed | |
| ESCO TECHNOLOGIES INC | 296315104 | COM | 303,651 | $58,261,517 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 621,450 | $58,161,506 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 710,713 | $56,537,219 | dollars as filed | |
| TG THERAPEUTICS INC COM | 88322Q108 | Stock | 1,567,506 | $56,414,541 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 564,466 | $55,599,901 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 1,941,741 | $54,970,688 | dollars as filed | |
| ENOVIS CORPORATION | 194014502 | COM | 1,735,533 | $54,426,315 | dollars as filed | |
| ODDITY TECH LTD SHS CL A | M7518J104 | Stock | 715,915 | $54,030,105 | dollars as filed | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 11,450,027 | $52,441,124 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 26,596,628 | $48,405,863 | dollars as filed | |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 2,564,978 | $47,811,190 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 1,380,785 | $46,794,804 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 1,050,743 | $46,106,603 | dollars as filed | |
| WESTERN ALLIANCE BANCORP COM | 957638109 | Stock | 582,747 | $45,442,611 | dollars as filed | |
| LANDBRIDGE COMPANY LLC | 514952100 | CL A | 669,678 | $45,256,839 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 2,182,569 | $43,454,949 | dollars as filed | |
| AMERICAN SUPERCONDUCTOR CORP | 030111207 | SHS NEW | 1,168,906 | $42,887,161 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 516,866 | $42,196,940 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 1,014,754 | $41,472,996 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 1,126,020 | $41,426,276 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 249,733 | $41,118,538 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 730,823 | $40,918,780 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 371,104 | $38,739,547 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 759,869 | $37,225,982 | dollars as filed | |
| FTAI INFRASTRUCTURE INC | 35953C106 | COMMON STOCK | 5,987,061 | $36,940,166 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 730,402 | $36,790,349 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 2,221,219 | $36,205,870 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 782,742 | $35,074,669 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 1,222,845 | $34,667,656 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 1,765,981 | $34,507,269 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 543,688 | $34,355,645 | dollars as filed | |
| INTERFACE INC | 458665304 | COM | 1,626,393 | $34,040,405 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 831,743 | $33,951,749 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 495,952 | $33,704,898 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 407,177 | $33,331,509 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 257,538 | $32,369,951 | dollars as filed | |
| NANO NUCLEAR ENERGY INC | 63010H108 | COM | 925,926 | $31,935,188 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 675,445 | $31,881,004 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 1,470,273 | $31,654,978 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 366,647 | $31,560,974 | dollars as filed | |
| SLIDE INS HLDGS INC | 831349105 | COM | 1,456,254 | $31,542,462 | dollars as filed | |
| PTC THERAPEUTICS INC | 69366J200 | COM | 636,502 | $31,086,758 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 131,715 | $30,449,874 | dollars as filed | |
| WESBANCO INC | 950810101 | COM | 944,339 | $29,869,443 | dollars as filed | |
| TRANSCAT INC | 893529107 | COM | 339,936 | $29,220,899 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 2,858,740 | $28,930,449 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 565,500 | $28,535,130 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 1,007,625 | $28,183,271 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 374,181 | $25,956,936 | dollars as filed | |
| CAMPING WORLD HLDGS INC CL A | 13462K109 | Stock | 1,501,767 | $25,815,375 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 495,939 | $25,664,843 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 888,470 | $25,552,397 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 893,797 | $25,526,842 | dollars as filed | |
| SELECT MED HLDGS CORP | 81619Q105 | COM | 1,656,822 | $25,150,558 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 837,189 | $22,486,897 | dollars as filed | |
| Sequans Communications SA | 817323306 | SPONSORED ADS | 14,113,159 | $20,746,344 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 125,429 | $20,141,389 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 110,743 | $18,232,728 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 989,117 | $18,001,929 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 133,529 | $16,605,666 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 424,526 | $16,492,835 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 65,449 | $15,894,290 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 381,706 | $15,375,118 | dollars as filed | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 7,540,974 | $14,478,670 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 404,853 | $13,679,983 | dollars as filed | |
| HIPPO HOLDINGS INC | 433539202 | COMMON STOCK | 489,243 | $13,664,557 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 245,701 | $12,786,280 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 234,828 | $12,513,984 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 682,130 | $12,421,587 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 229,832 | $12,224,764 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 155,394 | $11,152,627 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 1,243,934 | $11,145,649 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 455,508 | $11,023,294 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 700,997 | $10,444,855 | dollars as filed | |
| BUTTERFLY NETWORK INC | 124155102 | COM CL A | 5,127,383 | $10,254,766 | dollars as filed | |
| RXO, Inc. | 74982T103 | Common Stock, $0.01 par value | 650,815 | $10,230,812 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 339,938 | $9,436,679 | dollars as filed | |
| CORNING INC | 219350105 | COM | 168,101 | $8,840,432 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 227,850 | $8,831,466 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 28,542 | $8,795,217 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 87,732 | $8,770,568 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 67,652 | $8,687,193 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 50,608 | $8,267,829 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 970,278 | $7,548,763 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 62,231 | $7,277,293 | dollars as filed | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 84,573 | $7,179,402 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 103,273 | $7,083,495 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 12,772 | $6,239,761 | dollars as filed | |
| BIT DIGITAL INC | G1144A105 | COMMON STOCK | 2,604,011 | $5,702,784 | dollars as filed | |
| NATIONAL HEALTHCARE CORP COM | 635906100 | Stock | 46,196 | $4,943,434 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 49,573 | $4,353,005 | dollars as filed | |
| SENSEONICS HLDGS INC | 81727U105 | COM | 7,923,179 | $3,774,602 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 46,794 | $3,473,519 | dollars as filed | |
| RED VIOLET INC | 75704L104 | COMMON STOCK | 65,757 | $3,235,244 | dollars as filed | |
| COMMUNITY HEALTH SYSTEMS INC | 203668108 | COMMON STOCK | 764,944 | $2,600,810 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 53,124 | $2,268,926 | dollars as filed | |
| GRUPO CIBEST SA SPON ADS | 40090E106 | ADR | 38,836 | $1,793,835 | dollars as filed | |
| CREDICORP LTD | G2519Y108 | COM | 6,000 | $1,341,120 | dollars as filed | |
| KARAT PACKAGING INC | 48563L101 | COM | 27,500 | $774,400 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 25,297 | $773,329 | dollars as filed | |
| GORILLA TECHNOLOGY GROUP INC SHS NEW | G4000K175 | Stock | 37,100 | $737,919 | dollars as filed | |
| STONECO LTD | G85158106 | COM CL A | 41,600 | $667,264 | dollars as filed | |
| SIMILARWEB LTD | M84137104 | SHS | 78,446 | $615,017 | dollars as filed | |
| PAGSEGURO DIGITAL LTD | G68707101 | COM CL A | 57,000 | $549,480 | dollars as filed | |
| ATEGRITY SPECIALTY HOLDINGS | 04681Y103 | COMMON STOCK | 24,501 | $527,262 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 100 | $1,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-012024 | this filing | 2025-08-14 | acceptance time not in the bulk data set |