Hood-River-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INSM",
  "KRYS",
  "GFL.TO",
  "RVMD",
  "VRNS",
  "FN",
  "LTH",
  "ODD",
  "SMTC",
  "RXO",
  "TRNS",
  "RDNT",
  "KTOS",
  "NEO",
  null,
  "CIB",
  "ALHC",
  "FTAI",
  "AR",
  "QTWO",
  "FROG",
  "OLLI",
  "NXE",
  "MDGL",
  "TGTX",
  "PTCT",
  "ASO",
  "APG",
  "ENOV",
  "AMSC",
  "CLS",
  "AGX",
  "LX",
  "QNST",
  "QFIN",
  "WTTR",
  "SN",
  "NHC",
  "VIK",
  "AOSL",
  "APLD",
  "ESTA",
  "SRRK",
  "GENI",
  "FIP",
  "GH",
  "HUBB",
  "NBIX",
  "NFE",
  "PRTH",
  "RSI",
  "SMWB",
  "WAY",
  "IOVA",
  "ENSG",
  "SYM",
  "CYD",
  "CORZ",
  "ESE",
  "FLS",
  "TMDX",
  "TPR",
  "TWLO",
  "ATRC",
  "FCFS",
  null,
  "MDU",
  "OSIS",
  "LOVE",
  "RYTM",
  "UTI",
  "MLTX",
  "SEM",
  "AS",
  "EXP",
  null,
  "LSCC",
  "CYH",
  "MOD",
  "AIOT",
  "DD",
  "GVA",
  "VNET",
  "HASI",
  "LITE",
  "SFM",
  "AXON",
  "CUBI",
  null,
  "TILE",
  "KRNT",
  "KNF",
  "LB",
  "TTWO",
  "RMBS",
  "ACIW",
  null,
  "SG",
  "VRNA",
  "VERX",
  "VKTX",
  "VSH",
  "WAL",
  "XMTR",
  "XPO",
  "GTM",
  "PAR",
  null,
  "DNN",
  "NOG",
  "SITM",
  "FLR",
  "EXLS",
  "MTZ",
  "TNDM",
  "TTMI",
  "OKTA",
  "RDDT",
  "IMVT",
  "HCI",
  "LNTH",
  "PCVX",
  "NRG",
  "BPMC",
  "BFLY",
  "CWH",
  "CCJ",
  "CDNS",
  "CDNA",
  "CECO",
  "CELH",
  "GTLS",
  "CIEN",
  "CLH",
  "CCOI",
  "COHR",
  "FIX",
  "CON",
  "GLW",
  "CRNX",
  "CYBR",
  "DAVE",
  "CYTK",
  "DOCN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 144
Total Value: 5861178470
Accession Number: 0001214659-25-007676
Form Type: 13F-HR
CIK: hood-river-capital-management
Manager Name: Hood-River-Capital-Management

Data Enrichment

96% identified

138 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

144 positions • $5.9B total value

SEC FilingSEC DataHachi Filing

Manager:

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ACI WORLDWIDE, INC.

ACIW|004498101

Shares:3.5M

Value:$188.9M

% of Portfolio:3.2% ($188.9M/$5.9B)

MASTEC INC

MTZ|576323109

Shares:1.6M

Value:$181.4M

% of Portfolio:3.1% ($181.4M/$5.9B)

HCI Group, Inc.

HCI|40416E103

Shares:941.3K

Value:$140.5M

% of Portfolio:2.4% ($140.5M/$5.9B)

Applied Digital Corp.

APLD|038169207

Shares:21.3M

Value:$119.5M

% of Portfolio:2.0% ($119.5M/$5.9B)

INSMED Inc

INSM|457669307

Shares:1.6M

Value:$118.9M

% of Portfolio:2.0% ($118.9M/$5.9B)

WESTERN ALLIANCE BANCORPORATION

WAL|957638109

Shares:1.4M

Value:$105.0M

% of Portfolio:1.8% ($105.0M/$5.9B)

New Fortress Energy Inc.

NFE|644393100

Shares:12.6M

Value:$104.4M

% of Portfolio:1.8% ($104.4M/$5.9B)

Knife River Corp

KNF|498894104

Shares:1.1M

Value:$102.5M

% of Portfolio:1.7% ($102.5M/$5.9B)

Verona Pharma plc

VRNA|925050106

Shares:1.5M

Value:$97.3M

% of Portfolio:1.7% ($97.3M/$5.9B)

Alignment Healthcare, Inc.

ALHC|01625V104

Shares:5.2M

Value:$96.9M

% of Portfolio:1.7% ($96.9M/$5.9B)

AtriCure, Inc.

ATRC|04963C209

Shares:3.0M

Value:$96.8M

% of Portfolio:1.7% ($96.8M/$5.9B)

Krystal Biotech, Inc.

KRYS|501147102

Shares:524.6K

Value:$94.6M

% of Portfolio:1.6% ($94.6M/$5.9B)

Dave Inc./DE

DAVE|23834J201

Shares:1.1M

Value:$93.1M

% of Portfolio:1.6% ($93.1M/$5.9B)

VARONIS SYSTEMS INC

VRNS|922280102

Shares:2.2M

Value:$87.5M

% of Portfolio:1.5% ($87.5M/$5.9B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:257.6K

Value:$87.1M

% of Portfolio:1.5% ($87.1M/$5.9B)

XPO, Inc.

XPO|983793100

Shares:794.8K

Value:$85.5M

% of Portfolio:1.5% ($85.5M/$5.9B)

Life Time Group Holdings, Inc.

LTH|53190C102

Shares:2.7M

Value:$82.4M

% of Portfolio:1.4% ($82.4M/$5.9B)

VISHAY INTERTECHNOLOGY INC

VSH|928298108

Shares:5.2M

Value:$82.2M

% of Portfolio:1.4% ($82.2M/$5.9B)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:244.0K

Value:$80.8M

% of Portfolio:1.4% ($80.8M/$5.9B)

SharkNinja, Inc.

SN|G8068L108

Shares:958.7K

Value:$80.0M

% of Portfolio:1.4% ($80.0M/$5.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ACI WORLDWIDE, INC.(ACIWcusip004498101)	3.5M	QoQ +2.29% (+77.6K) YoY +108.36% (+1.8M)	All Managers (Combined)	$188.9M	3.2% ($188.9M/$5.9B)	QoQ +7.81% (+$13.7M) YoY +243.25% (+$133.8M)
MASTEC INC(MTZcusip576323109)	1.6M	QoQ +1.52% (-23.3K) YoY +107.94% (+806.9K)	All Managers (Combined)	$181.4M	3.1% ($181.4M/$5.9B)	QoQ -12.96% (-$27.0M) YoY +160.26% (+$111.7M)
HCI Group, Inc.(HCIcusip40416E103)	941.3K	QoQ +0.14% (+1.3K) YoY +30.39% (+219.4K)	All Managers (Combined)	$140.5M	2.4% ($140.5M/$5.9B)	QoQ +28.24% (+$30.9M) YoY +67.63% (+$56.7M)
Applied Digital Corp.(APLDcusip038169207)	21.3M	QoQ +40.39% (+6.1M) YoY +140.99% (+12.4M)	All Managers (Combined)	$119.5M	2.0% ($119.5M/$5.9B)	QoQ +3.27% (+$3.8M) YoY +216.44% (+$81.7M)
INSMED Inc(INSMcusip457669307)	1.6M	QoQ +2.14% (+32.7K) YoY +61.89% (+595.8K)	All Managers (Combined)	$118.9M	2.0% ($118.9M/$5.9B)	QoQ +12.86% (+$13.6M) YoY +355.26% (+$92.8M)
WESTERN ALLIANCE BANCORPORATION(WALcusip957638109)	1.4M	QoQ +9.38% (+117.3K) YoY -16.72% (-274.6K)	All Managers (Combined)	$105.0M	1.8% ($105.0M/$5.9B)	QoQ +0.59% (+$624.2K) YoY -0.33% (-$350.5K)
New Fortress Energy Inc.(NFEcusip644393100)	12.6M	QoQ +22.54% (-2.3M) YoY NEW(+12.6M)	All Managers (Combined)	$104.4M	1.8% ($104.4M/$5.9B)	QoQ -32.64% (-$50.6M) YoY NEW(+$104.4M)
Knife River Corp(KNFcusip498894104)	1.1M	QoQ +25.33% (+229.7K) YoY +57.18% (+413.4K)	All Managers (Combined)	$102.5M	1.7% ($102.5M/$5.9B)	QoQ +11.24% (+$10.4M) YoY +74.88% (+$43.9M)
Verona Pharma plc(VRNAcusip925050106)	1.5M	QoQ +3.17% (+47.1K) YoY +55.13% (+544.6K)	All Managers (Combined)	$97.3M	1.7% ($97.3M/$5.9B)	QoQ +41.04% (+$28.3M) YoY +512.14% (+$81.4M)
Alignment Healthcare, Inc.(ALHCcusip01625V104)	5.2M	QoQ +5.10% (+252.9K) YoY +78.23% (+2.3M)	All Managers (Combined)	$96.9M	1.7% ($96.9M/$5.9B)	QoQ +73.96% (+$41.2M) YoY +569.09% (+$82.4M)
AtriCure, Inc.(ATRCcusip04963C209)	3.0M	QoQ +2.58% (+75.5K) YoY NEW(+3.0M)	All Managers (Combined)	$96.8M	1.7% ($96.8M/$5.9B)	QoQ +8.28% (+$7.4M) YoY NEW(+$96.8M)
Krystal Biotech, Inc.(KRYScusip501147102)	524.6K	QoQ +2.32% (+11.9K) YoY +5.86% (+29.1K)	All Managers (Combined)	$94.6M	1.6% ($94.6M/$5.9B)	QoQ +17.76% (+$14.3M) YoY +7.27% (+$6.4M)
Dave Inc./DE(DAVEcusip23834J201)	1.1M	QoQ +5.43% (+58.1K) YoY NEW(+1.1M)	All Managers (Combined)	$93.1M	1.6% ($93.1M/$5.9B)	QoQ +0.26% (+$246.3K) YoY NEW(+$93.1M)
VARONIS SYSTEMS INC(VRNScusip922280102)	2.2M	QoQ +2.15% (-45.7K) YoY +34.16% (+550.7K)	All Managers (Combined)	$87.5M	1.5% ($87.5M/$5.9B)	QoQ -6.99% (-$6.6M) YoY +15.05% (+$11.4M)
CyberArk Software Ltd.(CYBRcusipM2682V108)	257.6K	QoQ +1.82% (+4.6K) YoY +83.46% (+117.2K)	All Managers (Combined)	$87.1M	1.5% ($87.1M/$5.9B)	QoQ +3.31% (+$2.8M) YoY +133.44% (+$49.8M)
XPO, Inc.(XPOcusip983793100)	794.8K	QoQ -0.47% (-3.8K) YoY +3.48% (-26.8K)	All Managers (Combined)	$85.5M	1.5% ($85.5M/$5.9B)	QoQ -18.35% (-$19.2M) YoY -8.76% (-$8.2M)
Life Time Group Holdings, Inc.(LTHcusip53190C102)	2.7M	QoQ -2.05% (-57.4K) YoY +117.00% (+1.5M)	All Managers (Combined)	$82.4M	1.4% ($82.4M/$5.9B)	QoQ +33.71% (-$20.8M) YoY +322.26% (+$62.9M)
VISHAY INTERTECHNOLOGY INC(VSHcusip928298108)	5.2M	QoQ +62.69% (+2.0M) YoY NEW(+5.2M)	All Managers (Combined)	$82.2M	1.4% ($82.2M/$5.9B)	QoQ +52.70% (+$28.4M) YoY NEW(+$82.2M)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	244.0K	QoQ +90.86% (+116.2K) YoY NEW(+244.0K)	All Managers (Combined)	$80.8M	1.4% ($80.8M/$5.9B)	QoQ +104.87% (+$41.4M) YoY NEW(+$80.8M)
SharkNinja, Inc.(SNcusipG8068L108)	958.7K	QoQ -8.55% (-89.7K) YoY +55.95% (+344.0K)	All Managers (Combined)	$80.0M	1.4% ($80.0M/$5.9B)	QoQ -21.66% (-$22.1M) YoY +108.83% (+$41.7M)