Universe · entity
Hood River Capital Management LLC
Institutional manager (13F) · CIK 1578177
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $7.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | $548M | 23,075,612 |
| 2 | MASTEC INC | $417M | 1,295,385 |
| 3 | COMFORT SYSTEMS USA INC | $344M | 249,385 |
| 4 | DIGITALOCEAN HOLDINGS INC | $299M | 3,487,118 |
| 5 | XPO INC | $226M | 1,159,830 |
| 6 | BLOOM ENERGY CORP- A | $214M | 1,576,258 |
| 7 | FIRSTCASH HOLDINGS INC | $213M | 1,133,915 |
| 8 | DAVE INC | $199M | 1,145,901 |
| 9 | LUMENTUM HOLDINGS INC | $194M | 275,623 |
| 10 | KRATOS DEFENSE & SECURITY | $191M | 2,714,571 |
| 11 | SEMTECH CORP | $176M | 2,287,529 |
| 12 | BABCOCK & WILCOX ENTERPR | $170M | 11,603,688 |
| 13 | KRYSTAL BIOTECH INC | $160M | 619,586 |
| 14 | QXO INC | $158M | 8,136,061 |
| 15 | KNIGHT-SWIFT TRANSPORTATION | $154M | 2,676,956 |
| 16 | MADRIGAL PHARMACEUTICALS INC | $131M | 249,511 |
| 17 | GUARDANT HEALTH INC | $121M | 1,310,065 |
| 18 | CUSTOMERS BANCO | $120M | 1,731,310 |
| 19 | LATTICE SEMICONDUCTOR CORP | $120M | 1,293,092 |
| 20 | PRAXIS PRECISION MEDICINES I | $116M | 358,618 |
| 21 | PTC THERAPEUTICS INC | $113M | 1,664,559 |
| 22 | INSMED INC | $113M | 688,554 |
| 23 | APPLIED OPTOELECTRONICS INC | $108M | 1,275,519 |
| 24 | ALIGNMENT HEALTHCARE INC | $107M | 6,054,477 |
| 25 | GRANITE CONSTRUCTION INC | $107M | 889,492 |
| 26 | KARMAN HOLDINGS INC | $103M | 1,288,784 |
| 27 | SCHOLAR ROCK HOLDING CORP | $101M | 2,049,679 |
| 28 | ENSIGN GROUP INC/THE | $99M | 490,426 |
| 29 | OSI SYSTEMS INC | $99M | 372,074 |
| 30 | UNITY SOFTWARE INC | $99M | 4,493,753 |
| 31 | ACI WORLDWIDE INC | $98M | 2,391,319 |
| 32 | HCI GROUP INC | $96M | 623,801 |
| 33 | CAVA GROUP INC | $95M | 1,179,441 |
| 34 | API GROUP CORP | $95M | 2,346,561 |
| 35 | DENISON MINES CORP | $95M | 26,829,391 |
| 36 | BRIDGEBIO PHARMA INC | $94M | 1,265,080 |
| 37 | ONDAS INC | $93M | 10,261,811 |
| 38 | ATRICURE INC | $89M | 3,117,545 |
| 39 | PROTAGONIST THE | $87M | 829,285 |
| 40 | HUT 8 CORP | $86M | 1,843,582 |
| 41 | ESCO TECHNOLOGIES INC | $86M | 304,140 |
| 42 | OLLIES BARGAIN OUTLET HLDG INC | $80M | 873,922 |
| 43 | RUSH STREET INTERACTIVE INC | $79M | 3,651,237 |
| 44 | USA RARE EARTH INC | $79M | 4,242,941 |
| 45 | RADNET INC | $79M | 1,411,497 |
| 46 | SIGNET JEWELERS LTD | $72M | 849,167 |
| 47 | LIFE TIME GROUP HOLDINGS INC | $71M | 2,624,490 |
| 48 | SITIME CORP | $70M | 202,750 |
| 49 | TRANSMEDICS GROUP INC | $70M | 699,770 |
| 50 | WESBANCO INC | $69M | 2,013,953 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.