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Hood River Capital Management LLC
institutionel investor · portefølje $13.8 mia. · 166 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 202
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Applied Digital Corporation US:APLD | 22 518 887 | $840 mio. | 6.09% | −556 725 |
| DigitalOcean Holdings Inc US:DOCN | 4 200 719 | $660 mio. | 4.78% | +713 601 |
| MasTec Inc US:MTZ | 1 173 918 | $488 mio. | 3.54% | −121 467 |
| Dave Inc US:DAVE | 1 104 277 | $411 mio. | 2.98% | −41 624 |
| Bloom Energy Corp US:BE | 1 345 873 | $407 mio. | 2.95% | −230 385 |
| SEMTECH CORP US:SMTC | 2 250 382 | $364 mio. | 2.64% | −37 147 |
| XPO Logistics Inc US:XPO | 1 297 453 | $266 mio. | 1.93% | +137 623 |
| FirstCash Inc US:FCFS | 1 221 912 | $264 mio. | 1.92% | +87 997 |
| Krystal Biotech Inc US:KRYS | 663 375 | $247 mio. | 1.79% | +43 789 |
| Knight Transportation Inc US:KNX | 3 058 241 | $238 mio. | 1.73% | +381 285 |
| Lumentum Holdings Inc. US:LITE | 262 757 | $225 mio. | 1.63% | −12 866 |
| Lattice Semiconductor Corpor… US:LSCC | 1 469 538 | $225 mio. | 1.63% | +176 446 |
| LIVANOVA PLC CUSIP G5509L101 | 2 565 477 | $211 mio. | 1.53% | +1 928 937 |
| Guardant Health Inc US:GH | 1 395 307 | $209 mio. | 1.52% | +85 242 |
| Applied Opt US:AAOI | 1 392 510 | $206 mio. | 1.50% | +116 991 |
| Babcock & Wilcox Enterprises… US:BW | 13 689 679 | $193 mio. | 1.40% | +2 085 991 |
| Xometry Inc US:XMTR | 1 988 360 | $192 mio. | 1.39% | +863 627 |
| Hut 8 Corp. US:HUT | 1 651 895 | $191 mio. | 1.38% | −191 687 |
| RXO Inc. US:RXO | 6 478 546 | $179 mio. | 1.30% | +2 026 330 |
| Kratos Defense & Security So… US:KTOS | 3 137 727 | $156 mio. | 1.13% | +423 156 |
| Customers Bancorp, Inc. US:CUBI | 1 941 996 | $154 mio. | 1.11% | +210 686 |
| Clean Harbors Inc US:CLH | 498 747 | $149 mio. | 1.08% | +374 472 |
| BLACKBERRY Ltd US:BB | 11 672 761 | $148 mio. | 1.07% | −203 791 |
| Alignment Healthcare LLC US:ALHC | 6 184 526 | $147 mio. | 1.07% | +130 049 |
| Bandwidth Inc US:BAND | 2 295 924 | $145 mio. | 1.05% | ny |
| Praxis Precision Medicines I… US:PRAX | 425 167 | $142 mio. | 1.03% | +66 549 |
| PTC Therapeutics Inc US:PTCT | 1 738 613 | $142 mio. | 1.03% | +74 054 |
| Granite Construction Incorpo… US:GVA | 871 255 | $138 mio. | 1.00% | −18 237 |
| Unity Software Inc US:U | 4 736 216 | $135 mio. | 0.98% | +242 463 |
| Rush Street Interactive, Inc… US:RSI | 4 454 433 | $132 mio. | 0.96% | +803 196 |
| Scholar Rock Holding Corp US:SRRK | 2 224 788 | $122 mio. | 0.89% | +175 109 |
| ACI WORLDWIDE, INC. US:ACIW | 2 329 869 | $117 mio. | 0.85% | −61 450 |
| ESCO Technologies Inc US:ESE | 330 297 | $116 mio. | 0.84% | +26 157 |
| Insmed Inc US:INSM | 1 056 871 | $113 mio. | 0.82% | +368 317 |
| Red Cat Holdings Inc US:RCAT | 10 578 223 | $113 mio. | 0.82% | +7 545 218 |
| Butterfly Network, Inc. US:BFLY | 13 190 130 | $111 mio. | 0.81% | +4 569 282 |
| CAVA Group, Inc. US:CAVA | 1 406 249 | $110 mio. | 0.80% | +226 808 |
| Protagonist Therapeutics Inc US:PTGX | 882 738 | $108 mio. | 0.78% | +53 453 |
| Api Group Corp US:APG | 2 538 774 | $108 mio. | 0.78% | +192 213 |
| DraftKings Inc. US:DKNG | 4 245 469 | $107 mio. | 0.78% | +3 791 364 |
| Life Time Group Holdings Inc US:LTH | 2 549 719 | $104 mio. | 0.76% | −74 771 |
| BridgeBio Pharma Inc US:BBIO | 1 347 535 | $100 mio. | 0.73% | +82 455 |
| Sitime Corporation US:SITM | 133 699 | $99.7 mio. | 0.72% | −69 051 |
| Axsome Therapeutics Inc US:AXSM | 402 678 | $98.6 mio. | 0.71% | +31 175 |
| Ondas Inc. US:ONDS | 11 688 295 | $96.3 mio. | 0.70% | +1 426 484 |
| Karman Holdings Inc. US:KRMN | 1 915 993 | $95.6 mio. | 0.69% | +627 209 |
| TTM TECHNOLOGIES INC US:TTMI | 501 716 | $93.8 mio. | 0.68% | −14 715 |
| AeroVironment Inc US:AVAV | 564 254 | $93.1 mio. | 0.68% | ny |
| WesBanco, Inc. US:WSBC | 2 367 331 | $92.4 mio. | 0.67% | +353 378 |
| Arrowhead Pharmaceuticals In… US:ARWR | 1 120 747 | $91.4 mio. | 0.66% | +64 213 |
| Madrigal Pharmaceuticals Inc US:MDGL | 169 084 | $90.8 mio. | 0.66% | −80 427 |
| OSI Systems Inc US:OSIS | 414 304 | $90.6 mio. | 0.66% | +42 230 |
| RadNet Inc US:RDNT | 1 456 205 | $89.8 mio. | 0.65% | +44 708 |
| TG Therapeutics Inc US:TGTX | 1 600 510 | $87.9 mio. | 0.64% | +31 339 |
| Palomar Holdings Inc US:PLMR | 682 283 | $86.2 mio. | 0.63% | +256 237 |
| QXO, Inc. US:QXO | 4 938 602 | $85.3 mio. | 0.62% | −3 197 459 |
| Cognex Corporation US:CGNX | 1 172 170 | $84.9 mio. | 0.62% | ny |
| Denison Mines Corp US:DNN | 26 723 056 | $81.8 mio. | 0.59% | −106 335 |
| AtriCure, Inc. US:ATRC | 2 905 299 | $81.3 mio. | 0.59% | −212 246 |
| The Ensign Group Inc US:ENSG | 504 517 | $80.9 mio. | 0.59% | +14 091 |
| USA Rare Earth, Inc. US:USAR | 3 688 848 | $79.6 mio. | 0.58% | −554 093 |
| Neurocrine Biosciences Inc US:NBIX | 469 233 | $79.1 mio. | 0.57% | +64 840 |
| GENIUS SPORTS LTD CUSIP G3934V109 | 12 929 769 | $78.4 mio. | 0.57% | +5 686 089 |
| Almonty Industries Inc. US:ALM | 4 621 107 | $76.5 mio. | 0.55% | +396 432 |
| SIGNET JEWELERS LTD CUSIP G81276100 | 878 274 | $75.7 mio. | 0.55% | +29 107 |
| VSE Corporation US:VSEC | 330 182 | $75.4 mio. | 0.55% | +24 895 |
| Schneider National Inc US:SNDR | 1 924 667 | $70.3 mio. | 0.51% | +196 070 |
| Teradyne Inc US:TER | 140 435 | $67.9 mio. | 0.49% | +52 665 |
| Kirby Corporation US:KEX | 497 476 | $67.6 mio. | 0.49% | +33 154 |
| WaterBridge Infrastructure L… US:WBI | 1 960 405 | $67.2 mio. | 0.49% | +1 339 831 |
| Universal Technical Institut… US:UTI | 1 558 008 | $66.6 mio. | 0.48% | −28 180 |
| Celcuity LLC US:CELC | 628 411 | $65.7 mio. | 0.48% | ny |
| FABRINET CUSIP G3323L100 | 116 477 | $65.5 mio. | 0.47% | +7 360 |
| Axon Enterprise Inc. US:AXON | 107 147 | $60.1 mio. | 0.44% | +5 385 |
| Flowserve Corporation US:FLS | 801 659 | $59.5 mio. | 0.43% | −14 139 |
| LIGHTPATH TECHNOLOGIES INC US:LPTH | 3 562 140 | $58.2 mio. | 0.42% | +1 126 377 |
| nLIGHT Inc US:LASR | 836 229 | $58.2 mio. | 0.42% | −86 750 |
| Texas Capital Bancshares, In… US:TCBI | 559 206 | $57.7 mio. | 0.42% | +42 240 |
| Ollie's Bargain Outlet Hldg US:OLLI | 742 353 | $57.1 mio. | 0.41% | −131 569 |
| INTERFACE INC US:TILE | 1 584 452 | $56.8 mio. | 0.41% | −27 635 |
| Syndax Pharmaceuticals Inc US:SNDX | 2 564 279 | $56.1 mio. | 0.41% | +209 994 |
| Transcat Inc US:TRNS | 601 541 | $55.8 mio. | 0.40% | −13 013 |
| New ERA Energy & Digital, In… US:NUAI | 8 596 985 | $54.8 mio. | 0.40% | ny |
| FIVE BELOW, INC US:FIVE | 285 102 | $51.3 mio. | 0.37% | +16 294 |
| Hannon Armstrong Sustainable… US:HASI | 1 301 308 | $50.8 mio. | 0.37% | −22 602 |
| ITG, Inc. Class A US:ITG | 3 125 000 | $50.0 mio. | 0.36% | ny |
| TransMedics Group Inc US:TMDX | 751 133 | $49.9 mio. | 0.36% | +51 363 |
| Axogen Inc US:AXGN | 1 067 072 | $49.3 mio. | 0.36% | ny |
| York Space Systems Inc. US:YSS | 1 963 942 | $48.4 mio. | 0.35% | +975 432 |
| Enovis Corp US:ENOV | 2 299 326 | $47.6 mio. | 0.35% | +542 657 |
| LandBridge Company LLC US:LB | 592 619 | $47.0 mio. | 0.34% | −28 456 |
| Knife River Corporation US:KNF | 535 074 | $44.8 mio. | 0.32% | +24 452 |
| SHARKNINJA INC CUSIP G8068L108 | 288 736 | $44.0 mio. | 0.32% | +94 408 |
| Take-Two Interactive Softwar… US:TTWO | 172 812 | $43.2 mio. | 0.31% | +56 579 |
| Rocket Lab USA Inc. US:RKLB | 421 905 | $42.9 mio. | 0.31% | +138 703 |
| X-Energy, Inc. Class A US:XE | 2 335 437 | $42.9 mio. | 0.31% | ny |
| TERAWULF INC. US:WULF | 1 710 463 | $42.2 mio. | 0.31% | ny |
| Academy Sports Outdoors Inc US:ASO | 891 434 | $42.0 mio. | 0.30% | −15 753 |
| Cytokinetics Inc US:CYTK | 469 273 | $40.0 mio. | 0.29% | ny |
| Boot Barn Holdings Inc US:BOOT | 238 337 | $39.2 mio. | 0.28% | ny |
| NRG Energy Inc. US:NRG | 259 678 | $37.9 mio. | 0.28% | +86 207 |
| Slide Insurance Holdings, In… US:SLDE | 1 884 474 | $36.5 mio. | 0.26% | +631 484 |
| Gfl Environmental Holdings I… US:GFL | 989 924 | $36.4 mio. | 0.26% | +307 274 |
| CRINETICS PHARMACEUTICALS IN CUSIP 22663K107 | 968 996 | $36.3 mio. | 0.26% | +61 584 |
| Grand Canyon Education Inc US:LOPE | 252 592 | $36.1 mio. | 0.26% | −9 965 |
| Mirum Pharmaceuticals Inc US:MIRM | 306 439 | $35.9 mio. | 0.26% | +21 055 |
| Unusual Machines, Inc. US:UMAC | 1 496 374 | $33.4 mio. | 0.24% | +1 044 852 |
| TFI International Inc US:TFII | 230 762 | $33.1 mio. | 0.24% | ny |
| Tyra Biosciences Inc US:TYRA | 1 016 775 | $32.5 mio. | 0.24% | ny |
| Revolution Medicines, Inc. US:RVMD | 170 422 | $31.9 mio. | 0.23% | ny |
| Comstock Inc. US:LODE | 6 693 538 | $27.8 mio. | 0.20% | +408 580 |
| Northern Oil & Gas Inc US:NOG | 1 533 460 | $27.8 mio. | 0.20% | −53 139 |
| Hippo Holdings Inc US:HIPO | 901 429 | $25.5 mio. | 0.18% | +293 170 |
| Kodiak Gas Services, Inc. US:KGS | 335 688 | $25.2 mio. | 0.18% | ny |
| Antero Resources Corp US:AR | 687 948 | $24.2 mio. | 0.18% | +226 595 |
| Corvus Pharmaceuticals Inc US:CRVS | 1 571 805 | $23.5 mio. | 0.17% | +236 696 |
| Ralph Lauren Corp Class A US:RL | 55 181 | $22.2 mio. | 0.16% | +18 001 |
| FTAI AVIATION LTD CUSIP G3730V105 | 75 753 | $20.5 mio. | 0.15% | −12 875 |
| Reddit, Inc. US:RDDT | 115 693 | $20.1 mio. | 0.15% | +37 861 |
| Amprius Technologies Inc. US:AMPX | 1 412 516 | $19.6 mio. | 0.14% | +463 369 |
| KESTRA MEDICAL TECHNOLOGIES CUSIP G52441105 | 753 529 | $19.2 mio. | 0.14% | +97 652 |
| Bob's Discount Furniture, In… US:BOBS | 1 150 496 | $18.2 mio. | 0.13% | +202 512 |
| Curtiss-Wright Corporation US:CW | 23 239 | $17.6 mio. | 0.13% | +7 596 |
| Silicon Motion Technology US:SIMO · depotbevis | 52 591 | $17.5 mio. | 0.13% | ny |
| National HealthCare Corporat… US:NHC | 80 653 | $17.0 mio. | 0.12% | +24 779 |
| ERMENEGILDO ZEGNA NV CUSIP N30577105 | 1 256 808 | $16.4 mio. | 0.12% | ny |
| The Lovesac Company US:LOVE | 953 213 | $15.9 mio. | 0.12% | −17 684 |
| SOLV Energy, Inc. Class A US:MWH | 467 156 | $15.9 mio. | 0.12% | +154 901 |
| Monolithic Power Systems Inc US:MPWR | 11 027 | $15.2 mio. | 0.11% | ny |
| Fervo Energy Company Class A US:FRVO | 500 541 | $14.6 mio. | 0.11% | ny |
| Target Hospitality Corp US:TH | 673 847 | $13.7 mio. | 0.10% | ny |
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 121 258 | $12.7 mio. | 0.09% | +8 504 |
| Mama's Creations, Inc. US:MAMA | 625 008 | $11.2 mio. | 0.08% | ny |
| Ambiq Micro, Inc. US:AMBQ | 121 738 | $10.7 mio. | 0.08% | ny |
| ESTABLISHMENT LABS HOLDINGS CUSIP G31249108 | 117 321 | $10.1 mio. | 0.07% | +30 142 |
| Madison Air Solutions Corpor… US:MAIR | 236 849 | $9.24 mio. | 0.07% | ny |
| INTERCORP FINANCIAL SERVICES CUSIP P5626F128 | 154 961 | $8.83 mio. | 0.06% | ny |
| SUPER GROUP SGHC LTD CUSIP G8588X103 | 639 804 | $8.67 mio. | 0.06% | +279 804 |
| Dupont De Nemours Inc US:DD | 60 493 | $8.21 mio. | 0.06% | ny |
| Once Upon a Farm, PBC US:OFRM | 380 434 | $7.79 mio. | 0.06% | −37 697 |
| Electrovaya Inc. US:ELVA | 730 318 | $7.67 mio. | 0.06% | ny |
| TOWER SEMICONDUCTOR LTD CUSIP M87915274 | 29 148 | $7.60 mio. | 0.06% | +7 489 |
| SILICOM LTD CUSIP M84116108 | 157 343 | $7.54 mio. | 0.05% | ny |
| MDA Space Ltd. US:MDA | 178 339 | $7.36 mio. | 0.05% | +93 652 |
| SharonAI Holdings Inc. US:SHAZ | 82 736 | $7.00 mio. | 0.05% | −54 802 |
| Suja Life, Inc. Class A US:SUJA | 664 878 | $6.76 mio. | 0.05% | ny |
| CEMEX S.A.B. de C.V. US:CX · depotbevis | 533 615 | $6.40 mio. | 0.05% | ny |
| IREN LTD CUSIP Q4982L109 | 139 562 | $6.38 mio. | 0.05% | +25 497 |
| CREDICORP LTD CUSIP G2519Y108 | 15 702 | $6.12 mio. | 0.04% | +3 848 |
| Taiwan Semiconductor Manufac… US:TSM · depotbevis | 9 182 | $4.39 mio. | 0.03% | +1 601 |
| BlockchAIn Digital Infrastru… US:AIB | 1 873 956 | $3.97 mio. | 0.03% | ny |
| Canada Goose Holdings Inc US:GOOS | 416 513 | $3.96 mio. | 0.03% | +107 003 |
| Grupo Cibest S.A. US:CIB · depotbevis | 45 231 | $3.59 mio. | 0.03% | −23 530 |
| SS Innovations International… US:SSII | 833 333 | $3.46 mio. | 0.03% | — |
| Jumia Technologies AG US:JMIA · depotbevis | 410 726 | $2.90 mio. | 0.02% | +155 944 |
| ChronoScale Corporation US:CHRN | 118 011 | $2.62 mio. | 0.02% | ny |
| WeRide Inc. US:WRD · depotbevis | 392 036 | $2.28 mio. | 0.02% | −18 962 |
| INNIO HOLDING GMBH CUSIP N52A8C105 | 35 000 | $1.38 mio. | 0.01% | ny |
| Flotek Industries Inc US:FTK | 50 000 | $1.18 mio. | 0.01% | ny |
| MILLICOM INTL CELLULAR S.A. CUSIP L6388F110 | 8 246 | $748 t. | 0.01% | +2 546 |
| MKS Instruments Inc US:MKSI | 1 446 | $643 t. | 0.00% | −67 991 |
| FormFactor Inc US:FORM | 2 918 | $467 t. | 0.00% | ny |
| Navitas Semiconductor Corp US:NVTS | 16 695 | $299 t. | 0.00% | ny |
| EKSO BIONICS HOLDINGS INC SE… CUSIP 282644400 | 2 926 | $259 t. | 0.00% | −130 710 |
| BAIDU INC - SPON ADR US:BIDU · depotbevis | 1 407 | $161 t. | 0.00% | +699 |
| Immunovant, Inc. US:IMVT | 100 | $3.85 t. | 0.00% | — |
| Expand Energy Corporation US:EXE | 0 (var 75 404) | — | — | solgt |
| Rhythm Pharmaceuticals Inc US:RYTM | 0 (var 239 912) | — | — | solgt |
| Comfort Systems USA Inc US:FIX | 0 (var 249 385) | — | — | solgt |
| Senseonics Holdings, Inc. US:SENS | 0 (var 186 426) | — | — | solgt |
| Sequans Communications SA US:SQNS · depotbevis | 0 (var 664 762) | — | — | solgt |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (var 124 038) | — | — | solgt |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (var 623 421) | — | — | solgt |
| Eagle Materials Inc US:EXP | 0 (var 137 840) | — | — | solgt |
| Symbotic Inc US:SYM | 0 (var 524 415) | — | — | solgt |
| Embraer S.A. US:EMBJ · depotbevis | 0 (var 2 316) | — | — | solgt |
| United States Antimony Corpo… US:UAMY | 0 (var 2 759 376) | — | — | solgt |
| Energy Fuels Inc US:UUUU | 0 (var 148 461) | — | — | solgt |
| Ur Energy Inc US:URG | 0 (var 6 234 841) | — | — | solgt |
| ATRenew Inc DRC US:RERE · depotbevis | 0 (var 405 316) | — | — | solgt |
| Freshpet Inc US:FRPT | 0 (var 62 982) | — | — | solgt |
| Vale SA ADR US:VALE · depotbevis | 0 (var 10 906) | — | — | solgt |
| A2Z Smart Technologies Corp US:AZ | 0 (var 355 459) | — | — | solgt |
| GDS Holdings Ltd US:GDS · depotbevis | 0 (var 2 300) | — | — | solgt |
| XENERGY REACTOR COMPANY CUSIP 95MSF0942 | 0 (var 2 304 559) | — | — | solgt |
| AXT Inc US:AXTI | 0 (var 526 663) | — | — | solgt |
| HCI Group Inc US:HCI | 0 (var 623 801) | — | — | solgt |
| CARILOHA INC - PROMISSORY NO… CUSIP 99PNT71S7 | 0 (var 8 001 421) | — | — | solgt |
| Alibaba Group Holding Limite… US:BABA · depotbevis | 0 (var 3 485) | — | — | solgt |
| Kura Sushi USA Inc US:KRUS | 0 (var 796 393) | — | — | solgt |
| Alphatec Holdings, Inc. US:ATEC | 0 (var 2 300 899) | — | — | solgt |
| LSI Industries Inc US:LYTS | 0 (var 313 650) | — | — | solgt |
| Oklo Inc. US:OKLO | 0 (var 589 294) | — | — | solgt |
| MiniMed Group, Inc. US:MMED | 0 (var 1 505 778) | — | — | solgt |
| American Superconductor Corp… US:AMSC | 0 (var 398 711) | — | — | solgt |
| Modine Manufacturing Company US:MOD | 0 (var 185 818) | — | — | solgt |
| Cameco Corp US:CCJ | 0 (var 62 655) | — | — | solgt |
| NUVALENT INC-A CUSIP 670703107 | 0 (var 479 998) | — | — | solgt |
| Camping World Holdings Inc US:CWH | 0 (var 3 695 046) | — | — | solgt |
| Pegasystems Inc US:PEGA | 0 (var 975 621) | — | — | solgt |
| Celsius Holdings Inc US:CELH | 0 (var 1 370 561) | — | — | solgt |
| RAMBUS INC US:RMBS | 0 (var 727 494) | — | — | solgt |
I virksomheder i vores database 16
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Babcock & Wilcox Enterprises… | 9.19% | 13 689 679 | 2026-06-30 |
| New ERA Energy & Digital, In… | 8.07% | 8 596 985 | 2026-06-30 |
| Applied Digital Corporation | 7.73% | 22 518 887 | 2026-06-30 |
| Customers Bancorp, Inc. | 5.75% | 1 941 996 | 2026-06-30 |
| DigitalOcean Holdings Inc | 4.03% | 4 200 719 | 2026-06-30 |
| Enovis Corp | 3.99% | 2 299 326 | 2026-06-30 |
| Denison Mines Corp | 2.95% | 26 723 056 | 2026-06-30 |
| Palomar Holdings Inc | 2.59% | 682 283 | 2026-06-30 |
| WesBanco, Inc. | 2.47% | 2 367 331 | 2026-06-30 |
| BLACKBERRY Ltd | 1.99% | 11 672 761 | 2026-06-30 |
| Kratos Defense & Security So… | 1.67% | 3 137 727 | 2026-06-30 |
| Almonty Industries Inc. | 1.6% | 4 621 107 | 2026-06-30 |
| Electrovaya Inc. | 1.46% | 730 318 | 2026-06-30 |
| Dye & Durham Ltd | 0% | 962 | 2022-03-31 |
| Powercell Sweden | 0% | 945 | 2022-03-31 |
| Fevertree Drinks Plc | 0% | 1 623 | 2022-03-31 |
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