Hood River Capital Management LLC
Net buyer this quarter
$13.8B
166
+$936M
30.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APLD | $840M | 6.09% | 7.82% | -2.4% | Q2 2022 |
 DOCN | $660M | 4.78% | 4.00% | +20.5% | Q2 2022 |
 MTZ | $488M | 3.54% | 1.49% | -9.4% | Q2 2013 |
 DAVE | $411M | 2.98% | Not reported | -3.6% | Q3 2024 |
 BE | $407M | 2.95% | 0.46% | -14.6% | Q4 2025 |
 SMTC | $364M | 2.64% | 2.42% | -1.6% | Q3 2024 |
 XPO | $266M | 1.93% | 1.11% | +11.9% | Q2 2015 |
 FCFS | $264M | 1.92% | 2.79% | +7.8% | Q2 2017 |
 KRYS | $247M | 1.79% | 2.24% | +7.1% | Q2 2020 |
 KNX | $238M | 1.73% | 1.88% | +14.2% | Q2 2017 |
 LITE | $225M | 1.63% | 0.30% | -4.7% | Q4 2015 |
 LSCC | $225M | 1.63% | 1.07% | +13.7% | Q3 2014 |
 LIVN | $211M | 1.53% | 4.66% | +303.0% | Q1 2026 |
 GH | $209M | 1.52% | 1.04% | +6.5% | Q2 2024 |
 AAOI | $206M | 1.50% | 1.65% | +9.2% | Q1 2014 |
 BW | $193M | 1.40% | 9.19% | +18.0% | Q1 2021 |
 XMTR | $192M | 1.39% | 4.31% | +76.8% | Q3 2024 |
 HUT | $191M | 1.38% | 1.34% | -10.4% | Q3 2025 |
 RXO | $179M | 1.30% | 3.93% | +45.5% | Q4 2022 |
 KTOS | $156M | 1.13% | 1.67% | +15.6% | Q1 2019 |
 CUBI | $154M | 1.11% | 5.75% | +12.2% | Q2 2018 |
 CLH | $149M | 1.08% | 0.94% | +301.3% | Q2 2018 |
 BB | $148M | 1.07% | 1.99% | -1.7% | Q4 2024 |
 ALHC | $147M | 1.07% | 2.99% | +2.2% | Q1 2021 |
 BAND | $145M | 1.05% | Not reported | Not reported | Q3 2018 |
 PRAX | $142M | 1.03% | 1.52% | +18.6% | Q4 2025 |
 PTCT | $142M | 1.03% | 2.09% | +4.5% | Q1 2025 |
 GVA | $138M | 1.00% | 1.99% | -2.1% | Q2 2024 |
 U | $135M | 0.98% | 1.08% | +5.4% | Q2 2025 |
 RSI | $132M | 0.96% | 2.18% | +22.0% | Q4 2020 |
 SRRK | $122M | 0.89% | 1.83% | +8.5% | Q4 2023 |
 ACIW | $117M | 0.85% | 2.30% | -2.6% | Q2 2013 |
 ESE | $116M | 0.84% | 1.27% | +8.6% | Q2 2013 |
 INSM | $113M | 0.82% | 0.48% | +53.5% | Q4 2020 |
 RCAT | $113M | 0.82% | 6.93% | +248.8% | Q3 2025 |
 BFLY | $111M | 0.81% | Not reported | +53.0% | Q1 2025 |
 CAVA | $110M | 0.80% | 1.21% | +19.2% | Q4 2023 |
 PTGX | $108M | 0.78% | 1.36% | +6.5% | Q1 2026 |
 APG | $108M | 0.78% | 0.59% | +8.2% | Q1 2020 |
 DKNG | $107M | 0.78% | Not reported | +834.9% | Q1 2023 |
 LTH | $104M | 0.76% | 1.14% | -2.9% | Q1 2023 |
 BBIO | $100M | 0.73% | 0.69% | +6.5% | Q3 2025 |
 SITM | $99.7M | 0.72% | 0.50% | -34.1% | Q3 2020 |
 AXSM | $98.6M | 0.71% | 0.77% | +8.4% | Q4 2022 |
 ONDS | $96.3M | 0.70% | 2.21% | +13.9% | Q4 2020 |
 KRMN | $95.6M | 0.69% | 1.45% | +48.7% | Q2 2025 |
 TTMI | $93.8M | 0.68% | 0.48% | -2.9% | Q3 2017 |
 AVAV | $93.1M | 0.68% | 1.11% | Not reported | Q2 2022 |
 WSBC | $92.4M | 0.67% | 2.47% | +17.6% | Q2 2025 |
 ARWR | $91.4M | 0.66% | 0.79% | +6.1% | Q1 2014 |
| Q1 2026 | |||||
| APLD | $548M | 5.49% | 8.09% | +4.7% | Q2 2022 |
| MTZ | $417M | 4.18% | 1.64% | -12.7% | Q2 2013 |
 FIX | $344M | 3.45% | 0.71% | +1.4% | Q3 2019 |
| DOCN | $299M | 3.00% | 3.34% | +206.4% | Q2 2022 |
| XPO | $226M | 2.26% | 0.99% | +1.0% | Q2 2015 |
| BE | $214M | 2.14% | 0.56% | +1.3% | Q4 2025 |
| FCFS | $213M | 2.14% | 2.58% | +1.6% | Q2 2017 |
| DAVE | $199M | 2.00% | Not reported | +2.7% | Q3 2024 |
| LITE | $194M | 1.94% | 0.38% | -9.1% | Q4 2015 |
| KTOS | $191M | 1.92% | 1.45% | -1.1% | Q1 2019 |
| SMTC | $176M | 1.76% | 2.46% | +2.3% | Q3 2024 |
| BW | $170M | 1.71% | 8.55% | +9.0% | Q1 2021 |
| KRYS | $160M | 1.60% | 2.10% | +1.0% | Q2 2020 |
 QXO | $158M | 1.58% | 1.14% | +1.0% | Q3 2024 |
| KNX | $154M | 1.54% | 1.65% | +68.7% | Q2 2017 |
 MDGL | $131M | 1.31% | 1.08% | +0.8% | Q4 2024 |
| GH | $121M | 1.21% | 1.00% | +33.9% | Q2 2024 |
| CUBI | $120M | 1.20% | 5.14% | +0.3% | Q2 2018 |
| LSCC | $120M | 1.20% | 0.95% | +40.2% | Q3 2014 |
| PRAX | $116M | 1.16% | 1.29% | +23.9% | Q4 2025 |
| PTCT | $113M | 1.14% | 2.01% | +66.0% | Q1 2025 |
| INSM | $113M | 1.13% | 0.32% | +8.0% | Q4 2020 |
| AAOI | $108M | 1.08% | 1.62% | 0.0% | Q1 2014 |
| ALHC | $107M | 1.07% | 2.93% | -1.9% | Q1 2021 |
| GVA | $107M | 1.07% | 2.03% | +6.3% | Q2 2024 |
| KRMN | $103M | 1.03% | 0.97% | -0.4% | Q2 2025 |
| SRRK | $101M | 1.01% | 1.72% | +1.1% | Q4 2023 |
 ENSG | $98.8M | 0.99% | 0.84% | -0.3% | Q3 2024 |
 OSIS | $98.8M | 0.99% | 2.26% | -1.9% | Q2 2013 |
| U | $98.6M | 0.99% | 1.03% | +61.0% | Q2 2025 |
| ACIW | $98.1M | 0.98% | 2.36% | -21.3% | Q2 2013 |
 HCI | $96.4M | 0.97% | 4.84% | -16.6% | Q2 2021 |
| CAVA | $95.4M | 0.96% | 1.01% | Not reported | Q4 2023 |
| APG | $95.1M | 0.95% | 0.54% | +1.3% | Q1 2020 |
 DNN | $94.7M | 0.95% | 2.98% | -0.7% | Q2 2021 |
| BBIO | $93.9M | 0.94% | 0.65% | +0.8% | Q3 2025 |
| ONDS | $92.8M | 0.93% | 2.19% | -40.9% | Q4 2020 |
 ATRC | $88.9M | 0.89% | 6.16% | +0.7% | Q4 2018 |
| PTGX | $87.4M | 0.88% | 1.29% | New | Q1 2026 |
| HUT | $86.5M | 0.87% | 1.64% | +77.0% | Q3 2025 |
| ESE | $85.6M | 0.86% | 1.17% | +1.3% | Q2 2013 |
| OLLI | $80.4M | 0.81% | 1.43% | -3.3% | Q4 2023 |
| RSI | $79.4M | 0.80% | 1.78% | +3.4% | Q4 2020 |
 USAR | $79.4M | 0.80% | 1.95% | New | Q1 2026 |
 RDNT | $78.9M | 0.79% | 1.80% | +1.1% | Q2 2023 |
 SIG | $71.9M | 0.72% | 2.12% | -0.1% | Q1 2023 |
| LTH | $70.7M | 0.71% | 1.18% | -40.3% | Q1 2023 |
| SITM | $70M | 0.70% | 0.77% | -24.4% | Q3 2020 |
 TMDX | $69.6M | 0.70% | 2.03% | +1.4% | Q2 2024 |
| WSBC | $69.5M | 0.70% | 2.09% | +125.2% | Q2 2025 |
| Q4 2025 | |||||
| APLD | $540M | 5.92% | 7.90% | +4.7% | Q2 2022 |
| MTZ | $323M | 3.54% | 1.88% | -9.9% | Q2 2013 |
| DAVE | $247M | 2.71% | Not reported | +3.3% | Q3 2024 |
| FIX | $229M | 2.52% | 0.70% | +1.9% | Q3 2019 |
| KTOS | $208M | 2.28% | 1.63% | +1.9% | Q1 2019 |
| FCFS | $178M | 1.95% | 2.54% | +38.2% | Q2 2017 |
| ONDS | $169M | 1.86% | 4.56% | +7.8% | Q4 2020 |
| SMTC | $165M | 1.81% | 2.42% | +1.8% | Q3 2024 |
| XPO | $156M | 1.71% | 0.98% | +1.9% | Q2 2015 |
| QXO | $155M | 1.70% | 1.19% | -2.1% | Q3 2024 |
| KRYS | $151M | 1.66% | 2.10% | +1.1% | Q2 2020 |
| ACIW | $145M | 1.59% | 2.96% | +1.8% | Q2 2013 |
| MDGL | $144M | 1.58% | 1.08% | +2.0% | Q4 2024 |
| HCI | $143M | 1.57% | 5.76% | +1.0% | Q2 2021 |
| BE | $135M | 1.48% | 0.66% | New | Q4 2025 |
| CUBI | $126M | 1.38% | 5.05% | +0.8% | Q2 2018 |
| U | $123M | 1.35% | 0.65% | +0.6% | Q2 2025 |
| ATRC | $123M | 1.34% | 6.22% | +1.7% | Q4 2018 |
| ALHC | $122M | 1.34% | 3.02% | +4.3% | Q1 2021 |
| LTH | $117M | 1.28% | 1.99% | +1.9% | Q1 2023 |
| LITE | $112M | 1.22% | 0.42% | -49.4% | Q4 2015 |
| INSM | $111M | 1.22% | 0.30% | -27.7% | Q4 2020 |
 CELH | $110M | 1.21% | 0.94% | +75.6% | Q3 2020 |
 CIEN | $106M | 1.16% | 0.32% | -61.7% | Q1 2020 |
| CWAN | $104M | 1.14% | Not reported | +5.9% | Q3 2021 |
| GH | $99.9M | 1.10% | 0.75% | +280.9% | Q2 2024 |
| RDNT | $99.6M | 1.09% | 1.80% | +1.8% | Q2 2023 |
| OLLI | $99.1M | 1.09% | 1.47% | -15.8% | Q4 2023 |
| OSIS | $96.8M | 1.06% | 2.31% | +2.2% | Q2 2013 |
| GVA | $96.5M | 1.06% | 1.92% | +1.3% | Q2 2024 |
| BBIO | $96M | 1.05% | 0.64% | +0.9% | Q3 2025 |
 PEGA | $94.9M | 1.04% | 0.93% | +0.6% | Q3 2025 |
| SITM | $94.7M | 1.04% | 1.02% | -42.8% | Q3 2020 |
| KRMN | $94.6M | 1.04% | 0.98% | +87.9% | Q2 2025 |
| SRRK | $89.3M | 0.98% | 1.87% | +0.6% | Q4 2023 |
| APG | $88.6M | 0.97% | 0.56% | +1.9% | Q1 2020 |
| ENSG | $85.7M | 0.94% | 0.85% | +1.0% | Q3 2024 |
| PRAX | $85.3M | 0.94% | 1.15% | New | Q4 2025 |
| TMDX | $84M | 0.92% | 2.01% | +1.8% | Q2 2024 |
| KNX | $83M | 0.91% | 0.98% | Not reported | Q2 2017 |
 GENI | $76.6M | 0.84% | 69.55% | +2.1% | Q2 2023 |
| PTCT | $76.2M | 0.84% | 1.23% | +0.7% | Q1 2025 |
 GSAT | $75.6M | 0.83% | 0.98% | -6.9% | Q3 2025 |
 RVMD | $75.3M | 0.83% | 0.48% | +1.9% | Q2 2024 |
| DNN | $71.9M | 0.79% | 3.00% | +2.9% | Q2 2021 |
 EWBC | $71.4M | 0.78% | 0.46% | +0.8% | Q3 2025 |
| SIG | $70.5M | 0.77% | 2.09% | +10.7% | Q1 2023 |
 CNM | $69.2M | 0.76% | Not reported | Not reported | Q4 2023 |
 MOD | $69M | 0.76% | 0.98% | -2.9% | Q3 2023 |
| RSI | $68.6M | 0.75% | 1.72% | +25.7% | Q4 2020 |
| Q3 2025 | |||||
| APLD | $483M | 5.70% | 7.82% | -3.7% | Q2 2022 |
| MTZ | $350M | 4.14% | 2.09% | -2.7% | Q2 2013 |
| KTOS | $246M | 2.91% | 1.60% | -2.3% | Q1 2019 |
| DAVE | $215M | 2.54% | Not reported | +1.2% | Q3 2024 |
| FIX | $199M | 2.35% | 0.68% | -0.9% | Q3 2019 |
| CIEN | $172M | 2.04% | 0.84% | -2.7% | Q1 2020 |
| ACIW | $157M | 1.86% | 2.89% | -11.4% | Q2 2013 |
| SMTC | $157M | 1.85% | 2.53% | -2.1% | Q3 2024 |
| QXO | $157M | 1.85% | 1.22% | -1.0% | Q3 2024 |
| XPO | $146M | 1.72% | 0.96% | +11.8% | Q2 2015 |
| HCI | $142M | 1.68% | 5.71% | -14.3% | Q2 2021 |
| SITM | $141M | 1.67% | 1.80% | -3.5% | Q3 2020 |
| OLLI | $138M | 1.63% | 1.75% | -13.5% | Q4 2023 |
| FCFS | $128M | 1.51% | 1.82% | +32.2% | Q2 2017 |
| INSM | $127M | 1.50% | 0.41% | -2.0% | Q4 2020 |
| ONDS | $124M | 1.47% | 4.89% | +113.5% | Q4 2020 |
| LTH | $119M | 1.41% | 1.96% | +30.3% | Q1 2023 |
| CUBI | $112M | 1.32% | 5.01% | +12.4% | Q2 2018 |
| MDGL | $111M | 1.31% | 1.07% | -0.8% | Q4 2024 |
| U | $111M | 1.31% | 0.65% | +509.4% | Q2 2025 |
 VRNS | $110M | 1.29% | 1.62% | -0.4% | Q4 2018 |
 TSEM | $109M | 1.29% | 1.35% | Not reported | Q4 2014 |
| ATRC | $107M | 1.27% | 6.13% | -0.5% | Q4 2018 |
| KRYS | $107M | 1.27% | 2.09% | +13.9% | Q2 2020 |
| RDNT | $105M | 1.23% | 1.78% | -0.4% | Q2 2023 |
| ALHC | $103M | 1.22% | 2.96% | +7.3% | Q1 2021 |
| LITE | $97.4M | 1.15% | 0.84% | -72.9% | Q4 2015 |
| OSIS | $92.5M | 1.09% | 2.19% | -1.6% | Q2 2013 |
 EXLS | $91.2M | 1.08% | 1.30% | +0.2% | Q4 2015 |
| PEGA | $90.8M | 1.07% | 0.93% | New | Q3 2025 |
| GVA | $90.5M | 1.07% | 1.89% | +27.6% | Q2 2024 |
 RMBS | $87.4M | 1.03% | 0.78% | -12.3% | Q1 2022 |
| GENI | $84.3M | 1.00% | 36.82% | 0.0% | Q2 2023 |
| ENSG | $84.2M | 0.99% | 0.84% | -1.0% | Q3 2024 |
 FN | $81M | 0.96% | 0.62% | -15.1% | Q3 2015 |
| CELH | $79M | 0.93% | 0.53% | +5.5% | Q3 2020 |
| APG | $78.1M | 0.92% | 0.55% | -1.9% | Q1 2020 |
| TMDX | $76.1M | 0.90% | 1.99% | -0.2% | Q2 2024 |
| MOD | $75.6M | 0.89% | 1.01% | -5.7% | Q3 2023 |
| SRRK | $75M | 0.89% | 2.03% | +2.0% | Q4 2023 |
 OKLO | $74M | 0.87% | 0.42% | -9.3% | Q2 2025 |
| SIG | $73.7M | 0.87% | 1.88% | +8.1% | Q1 2023 |
| CWAN | $73.2M | 0.86% | Not reported | -10.1% | Q3 2021 |
| DNN | $72.2M | 0.85% | 2.93% | -1.3% | Q2 2021 |
 PSN | $70.8M | 0.84% | 1.54% | +449.1% | Q3 2024 |
 NBIX | $70.4M | 0.83% | 0.50% | +94.7% | Q1 2016 |
| HUT | $69.1M | 0.82% | 1.87% | New | Q3 2025 |
 EXP | $67.5M | 0.80% | 0.90% | -3.7% | Q4 2019 |
| EWBC | $67.2M | 0.79% | 0.46% | New | Q3 2025 |
| BBIO | $64.6M | 0.76% | 0.65% | New | Q3 2025 |