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

Page 3 of 8

Sort by:

Camping World Holdings, Inc.

CWH|13462K109

Shares:3.6M

Value:$57.4M

% of Portfolio:1.0% ($57.4M/$5.9B)

SEMTECH CORP

SMTC|816850101

Shares:1.7M

Value:$56.8M

% of Portfolio:1.0% ($56.8M/$5.9B)

Enovis CORP

ENOV|194014502

Shares:1.4M

Value:$55.1M

% of Portfolio:0.9% ($55.1M/$5.9B)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:377.0K

Value:$54.4M

% of Portfolio:0.9% ($54.4M/$5.9B)

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:467.3K

Value:$54.4M

% of Portfolio:0.9% ($54.4M/$5.9B)

TransMedics Group, Inc.

TMDX|89377M109

Shares:795.8K

Value:$53.5M

% of Portfolio:0.9% ($53.5M/$5.9B)

FirstCash Holdings, Inc.

FCFS|33768G107

Shares:428.6K

Value:$51.6M

% of Portfolio:0.9% ($51.6M/$5.9B)

FTAI Aviation Ltd.

FTAI|G3730V105

Shares:464.3K

Value:$51.6M

% of Portfolio:0.9% ($51.6M/$5.9B)

CIENA CORP

CIEN|171779309

Shares:847.7K

Value:$51.2M

% of Portfolio:0.9% ($51.2M/$5.9B)

CYTOKINETICS INC

CYTK|23282W605

Shares:1.3M

Value:$50.5M

% of Portfolio:0.9% ($50.5M/$5.9B)

SELECT MEDICAL HOLDINGS CORP

SEM|81619Q105

Shares:3.0M

Value:$50.4M

% of Portfolio:0.9% ($50.4M/$5.9B)

ALPHA & OMEGA SEMICONDUCTOR Ltd

AOSL|G6331P104

Shares:2.0M

Value:$49.4M

% of Portfolio:0.8% ($49.4M/$5.9B)

RAMBUS INC

RMBS|750917106

Shares:944.9K

Value:$48.9M

% of Portfolio:0.8% ($48.9M/$5.9B)

LandBridge Co LLC

LB|514952100

Shares:641.3K

Value:$46.1M

% of Portfolio:0.8% ($46.1M/$5.9B)

HA Sustainable Infrastructure Capital, Inc.

HASI|41068X100

Shares:1.6M

Value:$45.4M

% of Portfolio:0.8% ($45.4M/$5.9B)

TANDEM DIABETES CARE INC

TNDM|875372203

Shares:2.3M

Value:$44.3M

% of Portfolio:0.8% ($44.3M/$5.9B)

CECO ENVIRONMENTAL CORP

CECO|125141101

Shares:1.9M

Value:$44.0M

% of Portfolio:0.7% ($44.0M/$5.9B)

Q2 Holdings, Inc.

QTWO|74736L109

Shares:545.8K

Value:$43.7M

% of Portfolio:0.7% ($43.7M/$5.9B)

FLOWSERVE CORP

FLS|34354P105

Shares:853.6K

Value:$41.7M

% of Portfolio:0.7% ($41.7M/$5.9B)

NORTHERN OIL & GAS, INC.

NOG|665531307

Shares:1.4M

Value:$41.7M

% of Portfolio:0.7% ($41.7M/$5.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Camping World Holdings, Inc.(CWHcusip13462K109)	3.6M	QoQ +20.56% (-606.2K) YoY NEW(+3.6M)	All Managers (Combined)	$57.4M	1.0% ($57.4M/$5.9B)	QoQ -7.57% (-$4.7M) YoY NEW(+$57.4M)
SEMTECH CORP(SMTCcusip816850101)	1.7M	QoQ -52.17% (-1.8M) YoY NEW(+1.7M)	All Managers (Combined)	$56.8M	1.0% ($56.8M/$5.9B)	QoQ -73.39% (-$156.6M) YoY NEW(+$56.8M)
Enovis CORP(ENOVcusip194014502)	1.4M	QoQ +118.10% (+781.2K) YoY NEW(+1.4M)	All Managers (Combined)	$55.1M	0.9% ($55.1M/$5.9B)	QoQ +89.91% (+$26.1M) YoY NEW(+$55.1M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	377.0K	QoQ NEW(+377.0K) YoY NEW(+377.0K)	All Managers (Combined)	$54.4M	0.9% ($54.4M/$5.9B)	QoQ NEW(+$54.4M) YoY NEW(+$54.4M)
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	467.3K	QoQ -40.68% (-320.6K) YoY +103.92% (+238.2K)	All Managers (Combined)	$54.4M	0.9% ($54.4M/$5.9B)	QoQ -37.10% (-$32.1M) YoY +198.21% (+$36.1M)
TransMedics Group, Inc.(TMDXcusip89377M109)	795.8K	QoQ NEW(+795.8K) YoY NEW(+795.8K)	All Managers (Combined)	$53.5M	0.9% ($53.5M/$5.9B)	QoQ NEW(+$53.5M) YoY NEW(+$53.5M)
FirstCash Holdings, Inc.(FCFScusip33768G107)	428.6K	QoQ NEW(+428.6K) YoY -51.27% (-451.1K)	All Managers (Combined)	$51.6M	0.9% ($51.6M/$5.9B)	QoQ NEW(+$51.6M) YoY -54.03% (-$60.6M)
FTAI Aviation Ltd.(FTAIcusipG3730V105)	464.3K	QoQ -77.56% (-1.6M) YoY -86.07% (-2.9M)	All Managers (Combined)	$51.6M	0.9% ($51.6M/$5.9B)	QoQ -82.70% (-$246.6M) YoY -77.02% (-$172.8M)
CIENA CORP(CIENcusip171779309)	847.7K	QoQ +52.39% (+291.4K) YoY NEW(+847.7K)	All Managers (Combined)	$51.2M	0.9% ($51.2M/$5.9B)	QoQ +8.58% (+$4.0M) YoY NEW(+$51.2M)
CYTOKINETICS INC(CYTKcusip23282W605)	1.3M	QoQ +27.02% (+267.3K) YoY +80.37% (+559.9K)	All Managers (Combined)	$50.5M	0.9% ($50.5M/$5.9B)	QoQ +8.52% (+$4.0M) YoY +3.39% (+$1.7M)
SELECT MEDICAL HOLDINGS CORP(SEMcusip81619Q105)	3.0M	QoQ +71.83% (+1.3M) YoY NEW(+3.0M)	All Managers (Combined)	$50.4M	0.9% ($50.4M/$5.9B)	QoQ +52.23% (+$17.3M) YoY NEW(+$50.4M)
ALPHA & OMEGA SEMICONDUCTOR Ltd(AOSLcusipG6331P104)	2.0M	QoQ +74.43% (+847.5K) YoY NEW(+2.0M)	All Managers (Combined)	$49.4M	0.8% ($49.4M/$5.9B)	QoQ +17.10% (+$7.2M) YoY NEW(+$49.4M)
RAMBUS INC(RMBScusip750917106)	944.9K	QoQ NEW(+944.9K) YoY -53.87% (-1.1M)	All Managers (Combined)	$48.9M	0.8% ($48.9M/$5.9B)	QoQ NEW(+$48.9M) YoY -61.36% (-$77.7M)
LandBridge Co LLC(LBcusip514952100)	641.3K	QoQ 0.00% (+0) YoY NEW(+641.3K)	All Managers (Combined)	$46.1M	0.8% ($46.1M/$5.9B)	QoQ +11.36% (+$4.7M) YoY NEW(+$46.1M)
HA Sustainable Infrastructure Capital, Inc.(HASIcusip41068X100)	1.6M	QoQ -3.26% (-52.3K) YoY +98.96% (+771.7K)	All Managers (Combined)	$45.4M	0.8% ($45.4M/$5.9B)	QoQ +5.42% (-$2.3M) YoY +104.84% (+$23.2M)
TANDEM DIABETES CARE INC(TNDMcusip875372203)	2.3M	QoQ +80.90% (-1.0M) YoY NEW(+2.3M)	All Managers (Combined)	$44.3M	0.8% ($44.3M/$5.9B)	QoQ -3.77% (-$1.7M) YoY NEW(+$44.3M)
CECO ENVIRONMENTAL CORP(CECOcusip125141101)	1.9M	QoQ +10.73% (-186.9K) YoY NEW(+1.9M)	All Managers (Combined)	$44.0M	0.7% ($44.0M/$5.9B)	QoQ -16.47% (-$8.7M) YoY NEW(+$44.0M)
Q2 Holdings, Inc.(QTWOcusip74736L109)	545.8K	QoQ -41.43% (-386.2K) YoY -54.29% (-648.4K)	All Managers (Combined)	$43.7M	0.7% ($43.7M/$5.9B)	QoQ -53.44% (-$50.1M) YoY -30.42% (-$19.1M)
FLOWSERVE CORP(FLScusip34354P105)	853.6K	QoQ +49.83% (+283.9K) YoY NEW(+853.6K)	All Managers (Combined)	$41.7M	0.7% ($41.7M/$5.9B)	QoQ +27.22% (+$8.9M) YoY NEW(+$41.7M)
NORTHERN OIL & GAS, INC.(NOGcusip665531307)	1.4M	QoQ +1.87% (-25.4K) YoY +64.98% (+542.8K)	All Managers (Combined)	$41.7M	0.7% ($41.7M/$5.9B)	QoQ -17.12% (-$8.6M) YoY +25.69% (+$8.5M)