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Hood River Capital Management LLC

institucionālais investors · portfelis $13.8 mljrd. · 166 pozīcijas · pārskats uz 30.06.2026

Akciju Pozīcijas pārskats par 30.06.2026, iesniegts 14.08.2026; izmaiņas — pret 31.03.2026 · 202

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

Uzņēmumos, kas iekļauti mūsu datu bāzē 16

UzņēmumsDaļaAkcijasPārskata Datums
Babcock & Wilcox Enterprises…9.19%13 689 6792026-06-30
New ERA Energy & Digital, In…8.07%8 596 9852026-06-30
Applied Digital Corporation7.73%22 518 8872026-06-30
Customers Bancorp, Inc.5.75%1 941 9962026-06-30
DigitalOcean Holdings Inc4.03%4 200 7192026-06-30
Enovis Corp3.99%2 299 3262026-06-30
Denison Mines Corp2.95%26 723 0562026-06-30
Palomar Holdings Inc2.59%682 2832026-06-30
WesBanco, Inc.2.47%2 367 3312026-06-30
BLACKBERRY Ltd1.99%11 672 7612026-06-30
Kratos Defense & Security So…1.67%3 137 7272026-06-30
Almonty Industries Inc.1.6%4 621 1072026-06-30
Electrovaya Inc.1.46%730 3182026-06-30
Dye & Durham Ltd0%9622022-03-31
Fevertree Drinks Plc0%1 6232022-03-31
Powercell Sweden0%9452022-03-31
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