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Size ($ in 1000's)
At 09/30/2025: $8,469,852
At 06/30/2025: $7,161,280Hood River Capital Management LLC AUM history
Hood River Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hood River Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Hood River Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Hood River Capital Management LLC.
In the Hood River Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hood River Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Hood River Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| APPLIED DIGITAL CORP |
21,046,654 |
-812,377 |
$482,810 | | APLD | 21,046,654 | -812,377 | $482,810 | | MASTEC INC |
1,646,425 |
-46,231 |
$350,376 | | MTZ | 1,646,425 | -46,231 | $350,376 | | KRATOS DEFENSE & SECURITY |
2,693,153 |
-62,293 |
$246,073 | | KTOS | 2,693,153 | -62,293 | $246,073 | | DAVE INC |
1,080,809 |
+12,260 |
$215,459 | | DAVE | 1,080,809 | +12,260 | $215,459 | | COMFORT SYSTEMS USA INC |
241,191 |
-2,194 |
$199,026 | | FIX | 241,191 | -2,194 | $199,026 | | CIENA CORP |
1,183,207 |
-32,861 |
$172,358 | | CIEN | 1,183,207 | -32,861 | $172,358 | | ACI WORLDWIDE INC |
2,982,235 |
-383,810 |
$157,373 | | ACIW | 2,982,235 | -383,810 | $157,373 | | SEMTECH CORP |
2,196,663 |
-47,968 |
$156,952 | | SMTC | 2,196,663 | -47,968 | $156,952 | | QXO INC |
8,222,461 |
-80,034 |
$156,720 | | QXO | 8,222,461 | -80,034 | $156,720 | | XPO INC |
1,127,959 |
+119,338 |
$145,811 | | XPO | 1,127,959 | +119,338 | $145,811 | | HCI GROUP INC |
740,610 |
-123,696 |
$142,145 | | HCI | 740,610 | -123,696 | $142,145 | | SITIME CORP |
469,057 |
-17,120 |
$141,332 | | SITM | 469,057 | -17,120 | $141,332 | | OLLIES BARGAIN OUTLET HLDG INC |
1,073,239 |
-167,100 |
$137,804 | | OLLI | 1,073,239 | -167,100 | $137,804 | | FIRSTCASH HOLDINGS INC |
807,714 |
+196,669 |
$127,958 | | FCFS | 807,714 | +196,669 | $127,958 | | INSMED INC |
881,403 |
-18,200 |
$126,931 | | INSM | 881,403 | -18,200 | $126,931 | | ONDAS HOLDINGS INC |
16,101,140 |
+8,560,166 |
$124,301 | | ONDS | 16,101,140 | +8,560,166 | $124,301 | | LIFE TIME GROUP HOLDINGS INC |
4,313,627 |
+1,002,445 |
$119,056 | | LTH | 4,313,627 | +1,002,445 | $119,056 | | CUSTOMERS BANCO |
1,712,102 |
+189,077 |
$111,920 | | CUBI | 1,712,102 | +189,077 | $111,920 | | MADRIGAL PHARMACEUTICALS INC |
242,808 |
-1,930 |
$111,366 | | MDGL | 242,808 | -1,930 | $111,366 | | UNITY SOFTWARE INC |
2,775,655 |
+2,320,147 |
$111,137 | | U | 2,775,655 | +2,320,147 | $111,137 | | VARONIS SYSTEMS INC |
1,908,011 |
-8,256 |
$109,653 | | VRNS | 1,908,011 | -8,256 | $109,653 | | TOWER SEMICONDUCTOR LTD |
1,510,590 |
+1,510,590 |
$109,216 | | TSEM | 1,510,590 | +1,510,590 | $109,216 | | ATRICURE INC |
3,045,587 |
-15,472 |
$107,357 | | ATRC | 3,045,587 | -15,472 | $107,357 | | KRYSTAL BIOTECH INC |
606,946 |
+73,923 |
$107,144 | | KRYS | 606,946 | +73,923 | $107,144 | | RADNET INC |
1,371,294 |
-5,848 |
$104,506 | | RDNT | 1,371,294 | -5,848 | $104,506 | | ALIGNMENT HEALTHCARE INC |
5,917,429 |
+400,093 |
$103,259 | | ALHC | 5,917,429 | +400,093 | $103,259 | | LUMENTUM HOLDINGS INC |
598,819 |
-1,607,634 |
$97,434 | | LITE | 598,819 | -1,607,634 | $97,434 | | OSI SYSTEMS INC |
371,228 |
-5,833 |
$92,525 | | OSIS | 371,228 | -5,833 | $92,525 | | EXLSERVICE HOLDINGS INC |
2,070,688 |
+3,479 |
$91,172 | | EXLS | 2,070,688 | +3,479 | $91,172 | | PEGASYTEMS INC |
1,578,448 |
+1,578,448 |
$90,761 | | PEGA | 1,578,448 | +1,578,448 | $90,761 | | GRANITE CONSTRUCTION INC |
825,625 |
+178,532 |
$90,530 | | GVA | 825,625 | +178,532 | $90,530 | | RAMBUS INC |
838,440 |
-117,160 |
$87,365 | | RMBS | 838,440 | -117,160 | $87,365 | | GENIUS SPORTS LTD |
6,811,420 |
+87 |
$84,325 | | GENI | 6,811,420 | +87 | $84,325 | | ENSIGN GROUP INC THE |
487,287 |
-4,729 |
$84,189 | | ENSG | 487,287 | -4,729 | $84,189 | | FABRINET |
222,175 |
-39,371 |
$81,009 | | FN | 222,175 | -39,371 | $81,009 | | CELSIUS HOLDINGS INC |
1,373,688 |
+71,524 |
$78,973 | | CELH | 1,373,688 | +71,524 | $78,973 | | API GROUP CORP |
2,272,994 |
+729,179 |
$78,123 | | APG | 2,272,994 | +729,179 | $78,123 | | TRANSMEDICS GROUP INC |
678,437 |
-1,410 |
$76,121 | | TMDX | 678,437 | -1,410 | $76,121 | | MODINE MANUFACTURING CO |
532,102 |
-32,364 |
$75,644 | | MOD | 532,102 | -32,364 | $75,644 | | SCHOLAR ROCK HOLDING CORP |
2,014,393 |
+39,429 |
$75,016 | | SRRK | 2,014,393 | +39,429 | $75,016 | | OKLO INC |
662,576 |
-68,247 |
$73,963 | | OKLO | 662,576 | -68,247 | $73,963 | | SIGNET JEWELERS LTD |
768,281 |
+57,568 |
$73,694 | | SIG | 768,281 | +57,568 | $73,694 | | CLEARWATER ANALYTICS HDS A |
4,064,898 |
-454,236 |
$73,249 | | CWAN | 4,064,898 | -454,236 | $73,249 | | DENISON MINES CORP |
26,243,203 |
-353,425 |
$72,169 | | DNN | 26,243,203 | -353,425 | $72,169 | | PARSONS CORP |
853,320 |
+697,926 |
$70,757 | | PSN | 853,320 | +697,926 | $70,757 | | NEUROCRINE BIOSCIENCES INC |
501,491 |
+243,953 |
$70,399 | | NBIX | 501,491 | +243,953 | $70,399 | | HUT 8 CORP |
1,984,919 |
+1,984,919 |
$69,095 | | HUT | 1,984,919 | +1,984,919 | $69,095 | | EAGLE MATERIALS INC |
289,785 |
-11,082 |
$67,531 | | EXP | 289,785 | -11,082 | $67,531 | | EAST WEST BANCORP INC |
630,928 |
+630,928 |
$67,162 | | EWBC | 630,928 | +630,928 | $67,162 | | BRIDGEBIO PHARMA INC |
1,243,545 |
+1,243,545 |
$64,590 | | BBIO | 1,243,545 | +1,243,545 | $64,590 |
See Full List: All Stocks Held By Hood River Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hood River Capital Management LLC
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