13F-HR filed by Hood River Capital Management LLC
Hood River Capital Management LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 175 holding rows worth $9,121,716,552.
- Accession
- 0001214659-26-001836
- Filer
- CIK 1578177
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 175 entries on the cover page, a total value of $9,121,716,552 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,121,716,552 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 |
|---|---|---|---|---|---|---|
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 22,037,431 | $540,357,808 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 1,483,661 | $322,503,392 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 1,115,931 | $247,078,283 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 245,857 | $229,455,880 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 2,745,472 | $208,408,780 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 1,116,102 | $177,884,337 | dollars as filed | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 17,357,213 | $169,406,399 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 2,236,224 | $164,787,347 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 1,148,950 | $156,153,795 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 8,052,900 | $155,340,441 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 613,302 | $151,203,475 | dollars as filed | |
| ACI WORLDWIDE INC COM | 004498101 | Stock | 3,036,491 | $145,174,635 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 247,560 | $144,164,090 | dollars as filed | |
| HCI GROUP INC | 40416E103 | COM | 747,783 | $143,342,523 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 1,555,734 | $135,177,727 | dollars as filed | |
| CUSTOMERS BANCORP INC | 23204G100 | COM | 1,725,701 | $126,183,257 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 2,792,007 | $123,322,949 | dollars as filed | |
| ATRICURE INC | 04963C209 | COM | 3,096,611 | $122,501,931 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 6,173,433 | $121,925,302 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 4,393,585 | $116,781,489 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 303,126 | $111,729,212 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 637,577 | $110,963,901 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 2,412,682 | $110,356,075 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 453,779 | $106,125,295 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 4,304,707 | $103,829,533 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 978,515 | $99,945,522 | dollars as filed | |
| RADNET INC | 750491102 | COM | 1,395,891 | $99,596,823 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 904,043 | $99,092,153 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 379,374 | $96,763,132 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 836,528 | $96,493,505 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 1,255,185 | $96,009,101 | dollars as filed | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 1,588,403 | $94,859,427 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 268,149 | $94,707,545 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 1,293,435 | $94,640,639 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 2,026,758 | $89,278,690 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 2,315,987 | $88,609,663 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 492,003 | $85,706,923 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 289,467 | $85,317,504 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 690,357 | $83,981,929 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 1,587,046 | $82,970,765 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 6,954,535 | $76,638,976 | dollars as filed | |
| PTC THERAPEUTICS INC | 69366J200 | COM | 1,003,075 | $76,193,577 | dollars as filed | |
| GLOBALSTAR INC | 378973507 | COMMON STOCK | 1,238,132 | $75,575,577 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 945,585 | $75,315,845 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 27,013,269 | $71,855,296 | dollars as filed | |
| EAST WEST BANCORP INC COM | 27579R104 | Stock | 635,682 | $71,444,300 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 850,311 | $70,473,776 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 1,330,800 | $69,161,676 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 516,520 | $68,960,585 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 3,531,704 | $68,621,009 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 922,577 | $67,883,216 | dollars as filed | |
| BABCOCK & WILCOX ENTERPRISES | 05614L209 | COM | 10,648,389 | $67,510,786 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 366,176 | $66,878,385 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 1,574,133 | $66,806,205 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 708,846 | $65,135,859 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 2,780,137 | $65,110,809 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 295,645 | $61,103,909 | dollars as filed | |
| ESCO TECHNOLOGIES INC | 296315104 | COM | 300,195 | $58,655,101 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 832,335 | $57,747,402 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 389,297 | $55,213,994 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 1,138,128 | $54,766,719 | dollars as filed | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 311,436 | $51,794,921 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 266,389 | $50,177,032 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 2,316,553 | $48,670,779 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 1,041,669 | $47,854,274 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 475,440 | $47,824,510 | dollars as filed | |
| TG THERAPEUTICS INC COM | 88322Q108 | Stock | 1,581,234 | $47,136,586 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 782,783 | $46,552,105 | dollars as filed | |
| ENOVIS CORPORATION | 194014502 | COM | 1,738,185 | $46,305,248 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 393,992 | $46,262,541 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 924,935 | $46,209,753 | dollars as filed | |
| ALMONTY INDUSTRIES INC | 020398707 | COMMON STOCK | 5,231,489 | $46,089,418 | dollars as filed | |
| INTERFACE INC | 458665304 | COM | 1,643,498 | $45,886,464 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 1,275,621 | $44,468,148 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 633,940 | $43,741,860 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 74,733 | $42,443,113 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 1,618,453 | $42,290,177 | dollars as filed | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 11,084,465 | $42,010,122 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 897,403 | $41,774,110 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 82,157 | $37,404,439 | dollars as filed | |
| AXT INC | 00246W103 | COM | 2,012,228 | $32,899,928 | dollars as filed | |
| ODDITY TECH LTD SHS CL A | M7518J104 | Stock | 783,730 | $31,490,271 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 1,226,726 | $31,453,255 | dollars as filed | |
| CAMPING WORLD HLDGS INC CL A | 13462K109 | Stock | 3,185,403 | $30,993,971 | dollars as filed | |
| TRANSCAT INC | 893529107 | COM | 545,816 | $30,964,142 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 589,511 | $30,849,111 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 504,276 | $30,725,537 | dollars as filed | |
| LANDBRIDGE COMPANY LLC | 514952100 | CL A | 621,071 | $30,426,268 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 804,457 | $30,175,182 | dollars as filed | |
| WESBANCO INC | 950810101 | COM | 894,431 | $29,730,886 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 126,765 | $29,723,857 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 618,005 | $28,613,632 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 393,041 | $28,361,839 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 523,261 | $27,696,205 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 1,270,371 | $27,274,865 | dollars as filed | |
| SCHNEIDER NATIONAL INC | 80689H102 | CL B | 1,026,734 | $27,239,253 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 453,992 | $27,012,524 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 845,496 | $26,573,939 | dollars as filed | |
| BUTTERFLY NETWORK INC | 124155102 | COM CL A | 6,954,486 | $26,427,047 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 237,043 | $25,373,083 | dollars as filed | |
| RXO, Inc. | 74982T103 | Common Stock, $0.01 par value | 1,993,491 | $25,197,726 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 585,346 | $25,140,611 | dollars as filed | |
| LIGHTPATH TECHNOLOGIES INC | 532257805 | COM CL A | 2,325,938 | $25,120,130 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 1,138,350 | $23,950,884 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 150,321 | $23,937,116 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 280,028 | $22,119,412 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 335,500 | $21,874,600 | dollars as filed | |
| SLIDE INS HLDGS INC | 831349105 | COM | 1,071,513 | $20,873,073 | dollars as filed | |
| WESTERN ALLIANCE BANCORP COM | 957638109 | Stock | 246,208 | $20,698,707 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 139,174 | $19,796,110 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 526,726 | $19,109,619 | dollars as filed | |
| SELECT MED HLDGS CORP | 81619Q105 | COM | 1,266,887 | $18,813,272 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 67,886 | $17,380,853 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 242,124 | $16,890,570 | dollars as filed | |
| HIPPO HOLDINGS INC | 433539202 | COMMON STOCK | 518,376 | $15,592,750 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 66,296 | $15,239,462 | dollars as filed | |
| KESTRA MED TECHNOLOGIES LTD | G52441105 | SHS | 560,457 | $14,863,320 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 75,898 | $14,690,817 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 987,744 | $14,569,224 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 394,760 | $13,603,430 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 75,554 | $13,053,465 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 608,391 | $12,173,904 | dollars as filed | |
| UNITED STATES ANTIMONY CORP | 911549103 | COM | 2,405,272 | $12,074,465 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 31,594 | $11,171,954 | dollars as filed | |
| EXZEO GROUP INC | 30234F101 | COMMON STOCK | 442,568 | $10,732,274 | dollars as filed | |
| UNUSUAL MACHS INC | 91532F102 | COM SHS | 834,250 | $10,628,345 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 58,878 | $9,408,704 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 52,662 | $9,404,907 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 137,597 | $8,742,913 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 46,186 | $8,524,550 | dollars as filed | |
| CARILOHA INC - PROMISSORY NOTE | 99PNT71S7 | COMMON STOCKS | 7,715,762 | $7,715,762 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 291,690 | $7,636,444 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 13,309 | $7,336,852 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 64,310 | $7,097,252 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 184,045 | $6,874,081 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 96,056 | $6,859,359 | dollars as filed | |
| COMSTOCK INC | 205750409 | COMMON STOCK | 1,815,267 | $6,825,404 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 77,959 | $6,741,115 | dollars as filed | |
| NATIONAL HEALTHCARE CORP COM | 635906100 | Stock | 47,856 | $6,560,579 | dollars as filed | |
| INTUITIVE MACHINES INC | 46125A100 | CLASS A COM | 402,922 | $6,539,424 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 809,744 | $6,388,880 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 60,161 | $5,721,311 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 149,220 | $5,142,121 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 52,640 | $4,816,034 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 53,603 | $4,376,685 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 107,214 | $4,310,003 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 58,309 | $4,249,560 | dollars as filed | |
| RED VIOLET INC | 75704L104 | COMMON STOCK | 69,465 | $3,956,032 | dollars as filed | |
| SEQUANS COMMUNICATIONS S A | 817323405 | SPONSORED ADS | 731,540 | $3,284,615 | dollars as filed | |
| BUILD-A-BEAR WORKSHOP INC | 120076104 | COM | 52,689 | $3,228,255 | dollars as filed | |
| GRUPO CIBEST SA SPON ADS | 40090E106 | ADR | 46,041 | $2,928,668 | dollars as filed | |
| SENSEONICS HOLDINGS INC | 81727U303 | COMMON STOCK | 421,032 | $2,324,097 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 58,634 | $2,214,606 | dollars as filed | |
| CREDICORP LTD | G2519Y108 | COM | 7,462 | $2,141,594 | dollars as filed | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 24,258 | $1,895,278 | dollars as filed | |
| PHOENIX EDUCATION PARTNERS I | 718968100 | COMMON STOCK | 56,223 | $1,703,557 | dollars as filed | |
| A2Z CUST2MATE SOLUTIONS CORP | 002205102 | COM | 227,721 | $1,482,464 | dollars as filed | |
| JUMIA TECHNOLOGIES AG SPONSORED ADS | 48138M105 | ADR | 110,767 | $1,383,480 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 56,000 | $814,240 | dollars as filed | |
| OWLET INC | 69120X206 | CL A NEW | 35,000 | $566,650 | dollars as filed | |
| IMPLANTICA AG-A SDR | 00BM9C8R3 | COMMON STOCKS | 83,204 | $453,149 | dollars as filed | |
| GORILLA TECHNOLOGY GROUP INC SHS NEW | G4000K175 | Stock | 37,100 | $405,132 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 433 | $131,584 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 253 | $37,085 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 1,300 | $16,939 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 930 | $15,698 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 395 | $14,433 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 480 | $14,304 | dollars as filed | |
| ATRENEW INC | 00138L108 | SPONSORED ADS | 2,190 | $11,607 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 160 | $10,299 | dollars as filed | |
| KB FINL GROUP INC SPONSORED ADR | 48241A105 | ADR | 119 | $10,239 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 55 | $6,155 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 45 | $5,880 | dollars as filed | |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 824596100 | ADR | 100 | $5,363 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 100 | $2,542 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-001836 | this filing | 2026-02-17 | acceptance time not in the bulk data set |