Hood River Capital Management LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Hood River Capital Management LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | APLD | APPLIED DIGITAL CORP | 5.49% | 547.815 M $ | 23075612 | 2022/06/30 | -17.189 M $ | -3.18 % |
| 2026/03/31 | MTZ | MASTEC INC | 4.18% | 416.777 M $ | 1295385 | 2020/12/31 | 154.850 M $ | 48.01 % |
| 2026/03/31 | FIX | COMFORT SYSTEMS USA INC | 3.45% | 343.899 M $ | 249385 | 2022/03/31 | 109.578 M $ | 47.76 % |
| 2026/03/31 | DOCN | DIGITALOCEAN HOLDINGS INC | 3.00% | 299.125 M $ | 3487118 | 2022/06/30 | 42.862 M $ | 78.26 % |
| 2026/03/31 | XPO | XPO INC | 2.26% | 225.645 M $ | 1159830 | 2023/06/30 | 67.374 M $ | 43.15 % |
| 2026/03/31 | BE | BLOOM ENERGY CORP- A | 2.14% | 213.567 M $ | 1576258 | 2025/12/31 | 75.609 M $ | 55.93 % |
| 2026/03/31 | FCFS | FIRSTCASH HOLDINGS INC | 2.14% | 213.176 M $ | 1133915 | 2025/03/31 | 31.943 M $ | 17.96 % |
| 2026/03/31 | DAVE | DAVE INC | 2.00% | 199.490 M $ | 1145901 | 2024/09/30 | -52.806 M $ | -21.37 % |
| 2026/03/31 | LITE | LUMENTUM HOLDINGS INC | 1.94% | 193.697 M $ | 275623 | 2024/12/31 | 101.296 M $ | 90.66 % |
| 2026/03/31 | KTOS | KRATOS DEFENSE & SECURITY | 1.92% | 191.404 M $ | 2714571 | 2023/09/30 | -14.826 M $ | -7.11 % |
| 2026/03/31 | SMTC | SEMTECH CORP | 1.76% | 175.888 M $ | 2287529 | 2024/09/30 | 7.156 M $ | 4.34 % |
| 2026/03/31 | BW | BABCOCK & WILCOX ENTERPR | 1.71% | 170.458 M $ | 11603688 | 2025/12/31 | 88.914 M $ | 131.70 % |
| 2026/03/31 | KRYS | KRYSTAL BIOTECH INC | 1.60% | 160.051 M $ | 619586 | 2020/06/30 | 7.225 M $ | 4.78 % |
| 2026/03/31 | QXO | QXO INC | 1.58% | 158.002 M $ | 8136061 | 2024/09/30 | 1.047 M $ | 0.67 % |
| 2026/03/31 | KNX | KNIGHT-SWIFT TRANSPORTATION | 1.54% | 154.139 M $ | 2676956 | 2025/12/31 | 8.411 M $ | 10.14 % |
| 2026/03/31 | MDGL | MADRIGAL PHARMACEUTICALS INC | 1.31% | 130.612 M $ | 249511 | 2024/12/31 | -14.574 M $ | -10.11 % |
| 2026/03/31 | GH | GUARDANT HEALTH INC | 1.21% | 121.011 M $ | 1310065 | 2024/06/30 | -9.560 M $ | -9.57 % |
| 2026/03/31 | CUBI | CUSTOMERS BANCO | 1.20% | 120.170 M $ | 1731310 | 2023/12/31 | -6.402 M $ | -5.07 % |
| 2026/03/31 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.20% | 119.947 M $ | 1293092 | 2024/12/31 | 17.695 M $ | 26.07 % |
| 2026/03/31 | PRAX | PRAXIS PRECISION MEDICINES I | 1.16% | 115.543 M $ | 358618 | 2025/12/31 | 7.946 M $ | 9.31 % |
| 2026/03/31 | PTCT | PTC THERAPEUTICS INC | 1.14% | 113.406 M $ | 1664559 | 2025/03/31 | -7.854 M $ | -10.31 % |
| 2026/03/31 | INSM | INSMED INC | 1.13% | 112.592 M $ | 688554 | 2023/12/31 | -6.707 M $ | -6.04 % |
| 2026/03/31 | AAOI | APPLIED OPTOELECTRONICS INC | 1.08% | 107.896 M $ | 1275519 | 2025/09/30 | 63.437 M $ | 142.66 % |
| 2026/03/31 | ALHC | ALIGNMENT HEALTHCARE INC | 1.07% | 106.680 M $ | 6054477 | 2022/12/31 | -13.149 M $ | -10.78 % |
| 2026/03/31 | GVA | GRANITE CONSTRUCTION INC | 1.07% | 106.632 M $ | 889492 | 2024/06/30 | 3.789 M $ | 3.93 % |
| 2026/03/31 | KRMN | KARMAN HOLDINGS INC | 1.03% | 103.167 M $ | 1288784 | 2025/06/30 | 8.899 M $ | 9.40 % |
| 2026/03/31 | SRRK | SCHOLAR ROCK HOLDING CORP | 1.01% | 100.762 M $ | 2049679 | 2023/12/31 | 10.357 M $ | 11.60 % |
| 2026/03/31 | ENSG | ENSIGN GROUP INC/THE | 0.99% | 98.821 M $ | 490426 | 2024/09/30 | 13.432 M $ | 15.67 % |
| 2026/03/31 | OSIS | OSI SYSTEMS INC | 0.99% | 98.789 M $ | 372074 | 2023/06/30 | 3.964 M $ | 4.10 % |
| 2026/03/31 | U | UNITY SOFTWARE INC | 0.99% | 98.593 M $ | 4493753 | 2025/06/30 | -62.066 M $ | -50.33 % |
| 2026/03/31 | ACIW | ACI WORLDWIDE INC | 0.98% | 98.068 M $ | 2391319 | 2023/12/31 | -20.648 M $ | -14.22 % |
| 2026/03/31 | HCI | HCI GROUP INC | 0.97% | 96.446 M $ | 623801 | 2021/06/30 | -27.728 M $ | -19.34 % |
| 2026/03/31 | CAVA | CAVA GROUP INC | 0.96% | 95.417 M $ | 1179441 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | APG | API GROUP CORP | 0.95% | 95.083 M $ | 2346561 | 2023/12/31 | 5.234 M $ | 5.91 % |
| 2026/03/31 | DNN | DENISON MINES CORP | 0.95% | 94.708 M $ | 26829391 | 2021/06/30 | 23.502 M $ | 32.71 % |
| 2026/03/31 | BBIO | BRIDGEBIO PHARMA INC | 0.94% | 93.945 M $ | 1265080 | 2025/09/30 | -2.799 M $ | -2.92 % |
| 2026/03/31 | ONDS | ONDAS INC | 0.93% | 92.767 M $ | 10261811 | 2025/06/30 | -12.497 M $ | -7.38 % |
| 2026/03/31 | ATRC | ATRICURE INC | 0.89% | 88.944 M $ | 3117545 | 2023/09/30 | -34.156 M $ | -27.88 % |
| 2026/03/31 | PTGX | PROTAGONIST THE | 0.88% | 87.407 M $ | 829285 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HUT | HUT 8 CORP | 0.87% | 86.482 M $ | 1843582 | 2025/09/30 | 1.010 M $ | 2.11 % |
| 2026/03/31 | ESE | ESCO TECHNOLOGIES INC | 0.86% | 85.576 M $ | 304140 | 2025/03/31 | 25.811 M $ | 44.00 % |
| 2026/03/31 | OLLI | OLLIES BARGAIN OUTLET HLDG INC | 0.81% | 80.436 M $ | 873922 | 2023/12/31 | -15.884 M $ | -16.03 % |
| 2026/03/31 | RSI | RUSH STREET INTERACTIVE INC | 0.80% | 79.414 M $ | 3651237 | 2024/09/30 | 8.194 M $ | 11.94 % |
| 2026/03/31 | USAR | USA RARE EARTH INC | 0.80% | 79.382 M $ | 4242941 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RDNT | RADNET INC | 0.79% | 78.889 M $ | 1411497 | 2023/06/30 | -21.580 M $ | -21.67 % |
| 2026/03/31 | SIG | SIGNET JEWELERS LTD | 0.72% | 71.873 M $ | 849167 | 2025/06/30 | 1.497 M $ | 2.12 % |
| 2026/03/31 | LTH | LIFE TIME GROUP HOLDINGS INC | 0.71% | 70.704 M $ | 2624490 | 2023/03/31 | 1.582 M $ | 1.35 % |
| 2026/03/31 | SITM | SITIME CORP | 0.70% | 70.020 M $ | 202750 | 2020/09/30 | -2.102 M $ | -2.22 % |
| 2026/03/31 | TMDX | TRANSMEDICS GROUP INC | 0.70% | 69.564 M $ | 699770 | 2024/06/30 | -15.354 M $ | -18.28 % |
| 2026/03/31 | WSBC | WESBANCO INC | 0.70% | 69.461 M $ | 2013953 | 2025/06/30 | 1.118 M $ | 3.76 % |
| 2026/03/31 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 0.66% | 66.245 M $ | 1056534 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RXO | RXO INC | 0.65% | 65.091 M $ | 4452216 | 2022/12/31 | 3.947 M $ | 15.66 % |
| 2026/03/31 | AXSM | AXSOME THERAPEUTICS INC | 0.63% | 62.791 M $ | 371503 | 2022/12/31 | -4.987 M $ | -7.46 % |
| 2026/03/31 | RMBS | RAMBUS INC | 0.63% | 62.586 M $ | 727494 | 2025/03/31 | -4.154 M $ | -6.38 % |
| 2026/03/31 | KEX | KIRBY CORP | 0.62% | 61.699 M $ | 464322 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FIVE | FIVE BELOW | 0.62% | 61.417 M $ | 268808 | 2025/09/30 | 10.688 M $ | 21.30 % |
| 2026/03/31 | ALM | ALMONTY INDUSTRIES INC | 0.61% | 61.173 M $ | 4224675 | 2025/09/30 | 29.663 M $ | 64.36 % |
| 2026/03/31 | FLS | FLOWSERVE CORP | 0.60% | 59.969 M $ | 815798 | 2024/06/30 | 3.438 M $ | 5.95 % |
| 2026/03/31 | UTI | UNIVERSAL TECHNICAL INSTITUT | 0.57% | 57.261 M $ | 1586188 | 2025/03/31 | 16.136 M $ | 38.16 % |
| 2026/03/31 | FN | FABRINET | 0.57% | 56.907 M $ | 109117 | 2024/09/30 | 5.442 M $ | 14.55 % |
| 2026/03/31 | VSEC | VSE CORP | 0.56% | 56.295 M $ | 305287 | 2025/12/31 | 878.693 K $ | 6.73 % |
| 2026/03/31 | KRUS | KURA SUSHI USA INC CLASS A | 0.56% | 55.580 M $ | 796393 | 2024/09/30 | 10.293 M $ | 33.37 % |
| 2026/03/31 | SNDX | SYNDAX PHARMACEUTICALS INC | 0.55% | 54.996 M $ | 2354285 | 2025/12/31 | 5.444 M $ | 11.19 % |
| 2026/03/31 | NBIX | NEUROCRINE BIOSCIENCES INC | 0.53% | 53.275 M $ | 404393 | 2021/09/30 | -3.928 M $ | -7.11 % |
| 2026/03/31 | LASR | NLIGHT INC | 0.53% | 52.628 M $ | 922979 | 2025/09/30 | 15.695 M $ | 52.01 % |
| 2026/03/31 | TGTX | TG THERAPEUTICS INC | 0.52% | 52.128 M $ | 1569171 | 2024/03/31 | 5.392 M $ | 11.44 % |
| 2026/03/31 | ASO | ACADEMY SPORTS & OUTDOORS IN | 0.51% | 51.211 M $ | 907187 | 2024/12/31 | 6.003 M $ | 12.99 % |
| 2026/03/31 | PLMR | PALOMAR HOLDINGS INC | 0.51% | 50.912 M $ | 426046 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TTMI | TTM TECHNOLOGIES | 0.50% | 50.311 M $ | 516431 | 2024/06/30 | 18.017 M $ | 41.19 % |
| 2026/03/31 | NUVL | NUVALENT INC-A | 0.49% | 49.176 M $ | 479998 | 2025/12/31 | 884.318 K $ | 1.85 % |
| 2026/03/31 | TCBI | TEXAS CAPITAL BANCSHARES INC | 0.49% | 49.050 M $ | 516966 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HASI | HA SUSTAINABLE INFRASTRUCTURE | 0.49% | 48.654 M $ | 1323910 | 2020/03/31 | 4.498 M $ | 16.93 % |
| 2026/03/31 | CELH | CELSIUS HOLDINGS INC | 0.49% | 48.628 M $ | 1370561 | 2025/03/31 | -24.754 M $ | -22.43 % |
| 2026/03/31 | NOG | NORTHERN OIL AND GAS INC | 0.46% | 46.376 M $ | 1586599 | 2022/06/30 | 9.858 M $ | 36.14 % |
| 2026/03/31 | XMTR | XOMETRY INC-A | 0.46% | 45.934 M $ | 1124733 | 2024/09/30 | -14.583 M $ | -31.33 % |
| 2026/03/31 | SNDR | SCHNEIDER NATIONAL INC-CL B | 0.46% | 45.566 M $ | 1728597 | 2025/12/31 | -174.544 K $ | -0.64 % |
| 2026/03/31 | TRNS | TRANSCAT INC | 0.45% | 45.139 M $ | 614554 | 2023/09/30 | 9.126 M $ | 29.47 % |
| 2026/03/31 | LOPE | GRAND CANYON EDUCATION INC | 0.45% | 44.643 M $ | 262557 | 2025/12/31 | 1.159 M $ | 2.24 % |
| 2026/03/31 | AXON | AXON ENTERPRISE INC | 0.43% | 43.217 M $ | 101762 | 2019/06/30 | -10.705 M $ | -25.22 % |
| 2026/03/31 | LB | LANDBRIDGE CO LLC-A | 0.43% | 42.885 M $ | 621075 | 2024/12/31 | 12.459 M $ | 40.95 % |
| 2026/03/31 | KNF | KNIFE RIVER CORP | 0.42% | 41.692 M $ | 510622 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PEGA | PEGASYTEMS INC | 0.42% | 41.522 M $ | 975621 | 2025/09/30 | -27.257 M $ | -28.73 % |
| 2026/03/31 | LIVN | LIVANOVA PLC | 0.41% | 40.458 M $ | 636540 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MOD | MODINE MANUFACTURING CO | 0.40% | 40.269 M $ | 185818 | 2025/03/31 | 42.974 M $ | 62.32 % |
| 2026/03/31 | TILE | INTERFACE INC | 0.40% | 40.173 M $ | 1612087 | 2024/12/31 | -4.930 M $ | -10.75 % |
| 2026/03/31 | ENOV | ENOVIS CORP | 0.40% | 39.964 M $ | 1756669 | 2024/12/31 | -6.762 M $ | -14.60 % |
| 2026/03/31 | RCAT | RED CAT HOLDINGS INC | 0.40% | 39.702 M $ | 3033005 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | BB | BLACKBERRY LTD | 0.39% | 38.480 M $ | 11876552 | 2024/12/31 | -6.096 M $ | -14.51 % |
| 2026/03/31 | CLH | CLEAN HARBORS INC | 0.36% | 35.633 M $ | 124275 | 2019/06/30 | 6.623 M $ | 22.28 % |
| 2026/03/31 | BFLY | BUTTERFLY NETWORK INC | 0.35% | 34.828 M $ | 8620848 | 2025/03/31 | 1.669 M $ | 6.32 % |
| 2026/03/31 | XENERGY REACTOR COMPANY | 0.34% | 33.500 M $ | 2304559 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | CRNX | CRINETICS PHARMACEUTICALS IN | 0.33% | 32.957 M $ | 907412 | 2024/06/30 | -9.180 M $ | -21.98 % |
| 2026/03/31 | GENI | GENIUS SPORTS LTD | 0.32% | 32.090 M $ | 7243680 | 2023/06/30 | -45.830 M $ | -59.80 % |
| 2026/03/31 | AXTI | AXT INC | 0.30% | 30.009 M $ | 526663 | 2025/12/31 | 81.757 M $ | 248.50 % |
| 2026/03/31 | OKLO | OKLO INC | 0.29% | 29.223 M $ | 589294 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | GFL | GFL ENVIRONMENTAL INC-SUB VT | 0.29% | 28.480 M $ | 682650 | 2020/12/31 | -719.975 K $ | -2.86 % |
| 2026/03/31 | SYM | SYMBOTIC INC | 0.28% | 27.899 M $ | 524415 | 2024/12/31 | -2.860 M $ | -10.59 % |
| 2026/03/31 | MIRM | MIRUM PHARMACEUTICALS INC | 0.26% | 26.364 M $ | 285384 | 2025/12/31 | 3.750 M $ | 16.95 % |
| 2026/03/31 | EXP | EAGLE MATERIALS INC | 0.26% | 26.114 M $ | 137840 | 2020/12/31 | -5.094 M $ | -8.34 % |
| 2026/03/31 | TER | TERADYNE INC | 0.26% | 26.020 M $ | 87770 | 2025/12/31 | 7.810 M $ | 53.16 % |