Hood River Capital Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hood River Capital Management LLC

CIK Number: 0001578177

7.16B
Market Value
146
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MTZ MasTec, Inc.
215.42
+0.20% 1.69M +8.90% 288.48M 101.69 4.03% Share
2 DAVE Dave Inc.
204.23
+3.49% 1.07M -5.17% 286.81M 78.83 4.00% Share
3 APLD Applied Digital...
26.47
+5.88% 21.86M +2.79% 220.12M 5.78 3.07% Share
4 LITE Lumentum Holdin...
169.75
-0.96% 2.21M +82.07% 209.75M 80.92 2.93% Share
5 QXO QXO Inc
19.91
+6.67% 8.3M +100.00% 178.84M 21.54 2.50% Share
6 OLLI Ollie's Bargain...
129.21
+1.23% 1.24M +165.41% 163.45M 116.55 2.28% Share
7 ACIW ACI Worldwide, ...
53.02
+0.53% 3.37M -2.49% 154.54M 38.82 2.16% Share
8 VRNA Verona Pharma p...
106.82
-0.01% 1.56M +1.97% 147.78M 25.31 2.06% Share
9 HCI HCI Group, Inc.
189.96
+1.66% 864.31K -8.18% 131.55M 74.46 1.84% Share
10 FIX Comfort Systems...
831.68
-0.32% 243.38K +2.06% 130.51M 139.83 1.82% Share
11 KTOS Kratos Defense ...
95.03
+2.23% 2.76M +13.33% 127.99M 22.1 1.79% Share
12 XPO XPO Logistics, ...
126.83
-0.07% 1.01M +26.90% 127.38M 90.88 1.78% Share
13 SITM SiTime Corporat...
300.03
+1.46% 486.18K -2.1% 103.59M 176.47 1.45% Share
14 SMTC Semtech Corpora...
72.93
+1.74% 2.24M +36.03% 101.32M 45.73 1.41% Share
15 LTH Life Time Group...
27.32
-1.42% 3.31M +21.30% 100.43M 21.02 1.40% Share
16 ATRC AtriCure, Inc.
34.29
+0.18% 3.06M +2.06% 100.31M 25.1 1.40% Share
17 CWAN Clearwater Anal...
17.59
-0.93% 4.52M +100.00% 99.1M 21.93 1.38% Share
18 CIEN Ciena Corporati...
152.70
+0.65% 1.22M +43.46% 98.9M 67.29 1.38% Share
19 CYBR CyberArk Softwa...
495.01
+0.99% 239.37K -7.08% 97.39M 222.47 1.36% Share
20 VRNS Varonis Systems...
59.46
+2.84% 1.92M -11.39% 97.25M 47.4 1.36% Share
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