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:

Search and click to pin securities to the top

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Blueprint Medicines Corp

BPMC|09627Y109

Shares:900.2K

Value:$79.7M

% of Portfolio:1.4% ($79.7M/$5.9B)

Fabrinet

FN|G3323L100

Shares:391.8K

Value:$77.4M

% of Portfolio:1.3% ($77.4M/$5.9B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:238.5K

Value:$76.9M

% of Portfolio:1.3% ($76.9M/$5.9B)

SITIME Corp

SITM|82982T106

Shares:496.6K

Value:$75.9M

% of Portfolio:1.3% ($75.9M/$5.9B)

Lumentum Holdings Inc.

LITE|55024U109

Shares:1.2M

Value:$75.5M

% of Portfolio:1.3% ($75.5M/$5.9B)

Customers Bancorp, Inc.

CUBI|23204G100

Shares:1.5M

Value:$75.3M

% of Portfolio:1.3% ($75.3M/$5.9B)

COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

Shares:1.2M

Value:$74.3M

% of Portfolio:1.3% ($74.3M/$5.9B)

ExlService Holdings, Inc.

EXLS|302081104

Shares:1.6M

Value:$73.9M

% of Portfolio:1.3% ($73.9M/$5.9B)

OSI SYSTEMS INC

OSIS|671044105

Shares:373.2K

Value:$72.5M

% of Portfolio:1.2% ($72.5M/$5.9B)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:740.2K

Value:$72.2M

% of Portfolio:1.2% ($72.2M/$5.9B)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:2.4M

Value:$72.2M

% of Portfolio:1.2% ($72.2M/$5.9B)

EAGLE MATERIALS INC

EXP|26969P108

Shares:316.6K

Value:$70.3M

% of Portfolio:1.2% ($70.3M/$5.9B)

LATTICE SEMICONDUCTOR CORP

LSCC|518415104

Shares:1.3M

Value:$67.7M

% of Portfolio:1.2% ($67.7M/$5.9B)

RadNet, Inc.

RDNT|750491102

Shares:1.4M

Value:$67.4M

% of Portfolio:1.2% ($67.4M/$5.9B)

Genius Sports Ltd

GENI|G3934V109

Shares:6.6M

Value:$66.0M

% of Portfolio:1.1% ($66.0M/$5.9B)

CLEAN HARBORS INC

CLH|184496107

Shares:328.7K

Value:$64.8M

% of Portfolio:1.1% ($64.8M/$5.9B)

Scholar Rock Holding Corp

SRRK|80706P103

Shares:1.9M

Value:$62.5M

% of Portfolio:1.1% ($62.5M/$5.9B)

TG THERAPEUTICS, INC.

TGTX|88322Q108

Shares:1.6M

Value:$61.4M

% of Portfolio:1.0% ($61.4M/$5.9B)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:1.7M

Value:$60.7M

% of Portfolio:1.0% ($60.7M/$5.9B)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:5.8M

Value:$58.2M

% of Portfolio:1.0% ($58.2M/$5.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Blueprint Medicines Corp(BPMCcusip09627Y109)	900.2K	QoQ +2.30% (+20.3K) YoY +91.48% (+430.1K)	All Managers (Combined)	$79.7M	1.4% ($79.7M/$5.9B)	QoQ +3.81% (+$2.9M) YoY +78.66% (+$35.1M)
Fabrinet(FNcusipG3323L100)	391.8K	QoQ +71.30% (+163.1K) YoY NEW(+391.8K)	All Managers (Combined)	$77.4M	1.3% ($77.4M/$5.9B)	QoQ +53.87% (+$27.1M) YoY NEW(+$77.4M)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	238.5K	QoQ +2.76% (-6.4K) YoY -50.28% (-241.2K)	All Managers (Combined)	$76.9M	1.3% ($76.9M/$5.9B)	QoQ -21.88% (-$21.5M) YoY -49.55% (-$75.5M)
SITIME Corp(SITMcusip82982T106)	496.6K	QoQ +17.68% (-74.6K) YoY +31.50% (+119.0K)	All Managers (Combined)	$75.9M	1.3% ($75.9M/$5.9B)	QoQ -16.13% (-$14.6M) YoY +115.62% (+$40.7M)
Lumentum Holdings Inc.(LITEcusip55024U109)	1.2M	QoQ +210.08% (+821.1K) YoY NEW(+1.2M)	All Managers (Combined)	$75.5M	1.3% ($75.5M/$5.9B)	QoQ +130.26% (+$42.7M) YoY NEW(+$75.5M)
Customers Bancorp, Inc.(CUBIcusip23204G100)	1.5M	QoQ +1.94% (+28.7K) YoY +430.64% (+1.2M)	All Managers (Combined)	$75.3M	1.3% ($75.3M/$5.9B)	QoQ +5.13% (+$3.7M) YoY +402.04% (+$60.3M)
COGENT COMMUNICATIONS HOLDINGS, INC.(CCOIcusip19239V302)	1.2M	QoQ -15.65% (-224.9K) YoY +64.77% (+476.4K)	All Managers (Combined)	$74.3M	1.3% ($74.3M/$5.9B)	QoQ -32.90% (-$36.4M) YoY +54.63% (+$26.3M)
ExlService Holdings, Inc.(EXLScusip302081104)	1.6M	QoQ +13.29% (+183.7K) YoY NEW(+1.6M)	All Managers (Combined)	$73.9M	1.3% ($73.9M/$5.9B)	QoQ +20.52% (+$12.6M) YoY NEW(+$73.9M)
OSI SYSTEMS INC(OSIScusip671044105)	373.2K	QoQ +14.57% (+47.5K) YoY +30.32% (+86.8K)	All Managers (Combined)	$72.5M	1.2% ($72.5M/$5.9B)	QoQ +32.99% (+$18.0M) YoY +77.34% (+$31.6M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	740.2K	QoQ -2.44% (-18.5K) YoY -34.03% (-381.9K)	All Managers (Combined)	$72.2M	1.2% ($72.2M/$5.9B)	QoQ +6.43% (-$4.4M) YoY +3.43% (-$2.4M)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	2.4M	QoQ +2.45% (+58.2K) YoY -4.90% (-125.5K)	All Managers (Combined)	$72.2M	1.2% ($72.2M/$5.9B)	QoQ +15.30% (+$9.6M) YoY +53.60% (-$25.2M)
EAGLE MATERIALS INC(EXPcusip26969P108)	316.6K	QoQ +1.68% (-5.2K) YoY +24.64% (+62.6K)	All Managers (Combined)	$70.3M	1.2% ($70.3M/$5.9B)	QoQ -8.54% (-$6.6M) YoY +1.79% (+$1.2M)
LATTICE SEMICONDUCTOR CORP(LSCCcusip518415104)	1.3M	QoQ +65.70% (+512.0K) YoY NEW(+1.3M)	All Managers (Combined)	$67.7M	1.2% ($67.7M/$5.9B)	QoQ +53.41% (+$23.6M) YoY NEW(+$67.7M)
RadNet, Inc.(RDNTcusip750491102)	1.4M	QoQ +2.51% (-33.2K) YoY +26.60% (+285.0K)	All Managers (Combined)	$67.4M	1.2% ($67.4M/$5.9B)	QoQ -27.02% (-$25.0M) YoY +29.36% (+$15.3M)
Genius Sports Ltd(GENIcusipG3934V109)	6.6M	QoQ +31.23% (+1.6M) YoY +244.90% (+4.7M)	All Managers (Combined)	$66.0M	1.1% ($66.0M/$5.9B)	QoQ +51.86% (+$22.5M) YoY +504.64% (+$55.1M)
CLEAN HARBORS INC(CLHcusip184496107)	328.7K	QoQ -3.81% (-13.0K) YoY -27.29% (-123.4K)	All Managers (Combined)	$64.8M	1.1% ($64.8M/$5.9B)	QoQ -17.62% (-$13.9M) YoY -28.81% (-$26.2M)
Scholar Rock Holding Corp(SRRKcusip80706P103)	1.9M	QoQ +2.39% (-45.5K) YoY +145.45% (+1.2M)	All Managers (Combined)	$62.5M	1.1% ($62.5M/$5.9B)	QoQ -23.82% (-$19.6M) YoY +344.34% (+$48.4M)
TG THERAPEUTICS, INC.(TGTXcusip88322Q108)	1.6M	QoQ +6.95% (+101.2K) YoY +5.59% (+82.5K)	All Managers (Combined)	$61.4M	1.0% ($61.4M/$5.9B)	QoQ +40.10% (+$17.6M) YoY +173.73% (+$39.0M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	1.7M	QoQ +2.30% (-38.6K) YoY NEW(+1.7M)	All Managers (Combined)	$60.7M	1.0% ($60.7M/$5.9B)	QoQ -17.29% (-$12.7M) YoY NEW(+$60.7M)
ZoomInfo Technologies Inc.(GTMcusip98980F104)	5.8M	QoQ +26.50% (+1.2M) YoY NEW(+5.8M)	All Managers (Combined)	$58.2M	1.0% ($58.2M/$5.9B)	QoQ +20.37% (+$9.8M) YoY NEW(+$58.2M)