Hood River Capital Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Hood River Capital Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 144 holdings worth $5.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001578177
Manager Name: Hood River Capital Management LLC

Data Enrichment

96% identified

138 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

144 positions • $5,861,178.47K total value

144 positions

Manager:

SEC FilingSEC DataHachi Filing

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ACI WORLDWIDE, INC.

ACIW|004498101

3452073(+2.3%)

Value:

$188.9B(+7.8%)

MASTEC INC

MTZ|576323109

1554387(+1.5%)

Value:

$181.4B(-13.0%)

HCI Group, Inc.

HCI|40416E103

941323(+0.1%)

Value:

$140.5B(+28.2%)

Applied Digital Corp.

APLD|038169207

21266717(+40.4%)

Value:

$119.5B(+3.3%)

INSMED Inc

INSM|457669307

1558286(+2.1%)

Value:

$118.9B(+12.9%)

WESTERN ALLIANCE BANCORPORATION

WAL|957638109

1367013(+9.4%)

Value:

$105.0B(+0.6%)

New Fortress Energy Inc.

NFE|644393100

12564654(+22.5%)

Value:

$104.4B(-32.6%)

Knife River Corp

KNF|498894104

1136223(+25.3%)

Value:

$102.5B(+11.2%)

Verona Pharma plc

VRNA|925050106

1532348(+3.2%)

Value:

$97.3B(+41.0%)

Alignment Healthcare, Inc.

ALHC|01625V104

5205912(+5.1%)

Value:

$96.9B(+74.0%)

AtriCure, Inc.

ATRC|04963C209

2999207(+2.6%)

Value:

$96.8B(+8.3%)

Krystal Biotech, Inc.

KRYS|501147102

524644(+2.3%)

Value:

$94.6B(+17.8%)

Dave Inc./DE

DAVE|23834J201

1126816(+5.4%)

Value:

$93.1B(+0.3%)

VARONIS SYSTEMS INC

VRNS|922280102

2162555(+2.1%)

Value:

$87.5B(-7.0%)

CyberArk Software Ltd.

CYBR|M2682V108

257601(+1.8%)

Value:

$87.1B(+3.3%)

XPO, Inc.

XPO|983793100

794788(-0.5%)

Value:

$85.5B(-18.4%)

Life Time Group Holdings, Inc.

LTH|53190C102

2729858(-2.0%)

Value:

$82.4B(+33.7%)

VISHAY INTERTECHNOLOGY INC

VSH|928298108

5172692(+62.7%)

Value:

$82.2B(+52.7%)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

243994(+90.9%)

Value:

$80.8B(+104.9%)

SharkNinja, Inc.

SN|G8068L108

958664(-8.6%)

Value:

$80.0B(-21.7%)

Instrument	Shares		Other Manager	Value
Aci Worldwide, Inc.(ACIWcusip004498101)	3.5M	QoQ +2.29% (+77.6K) YoY +108.36% (+1.8M)	All Managers (Combined)	$188.9M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -21.66% (-$22.1M) YoY +108.83% (+$41.7M)