Hood River Capital Management LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings144 positions
ACI WORLDWIDE INC | 3.5M | $188.9M | 3.2% | $38.95 | +40.47% | 6 qtrssince 2023-Q4 | Increased 57 |
MASTEC INC | 1.6M | $181.4M | 3.1% | $96.72 | +20.66% | 18 qtrssince 2020-Q4 | Increased 57 |
HCI GROUP INC | 941,323 | $140.5M | 2.4% | $70.94 | +107.29% | 16 qtrssince 2021-Q2 | Increased 52 |
APPLIED DIGITAL CORP | 21.3M | $119.5M | 2.0% | $5.65 | -0.48% | 12 qtrssince 2022-Q2 | Increased 69 |
INSMED INC | 1.6M | $118.9M | 2.0% | $45.49 | +67.72% | 6 qtrssince 2023-Q4 | Increased 53 |
WESTERN ALLIANCE BANCORP | 1.4M | $105M | 1.8% | $67.35 | +10.73% | 8 qtrssince 2023-Q2 | Increased 52 |
<![CDATA[NEW FORTRESS ENERGY INC CLASS A A]]> | 12.6M | $104.4M | 1.8% | $13.87 | -99.47% | 2 qtrssince 2024-Q4 | Increased 57 |
KNIFE RIVER CORP | 1.1M | $102.5M | 1.7% | $64.83 | +39.14% | 7 qtrssince 2023-Q3 | Increased 58 |
<![CDATA[VERONA PHARMA ADR PLC ADR]]> | 1.5M | $97.3M | 1.7% | — | — | 6 qtrssince 2023-Q4 | Increased 49 |
ALIGNMENT HEALTHCARE INC | 5.2M | $96.9M | 1.7% | $10.28 | +81.06% | 10 qtrssince 2022-Q4 | Increased 50 |
ATRICURE INC | 3M | $96.8M | 1.7% | $25.11 | +28.50% | 4 qtrssince 2024-Q2 | Increased 48 |
KRYSTAL BIOTECH INC | 524,644 | $94.6M | 1.6% | $75.71 | +138.15% | 20 qtrssince 2020-Q2 | Increased 48 |
DAVE INC | 1.1M | $93.1M | 1.6% | $78.83 | +4.86% | 3 qtrssince 2024-Q3 | Increased 50 |
VARONIS SYSTEMS INC | 2.2M | $87.5M | 1.5% | $47.47 | -14.79% | 6 qtrssince 2023-Q4 | Increased 48 |
CYBERARK SOFTWARE LTD | 257,601 | $87.1M | 1.5% | — | — | 7 qtrssince 2023-Q3 | Increased 48 |
XPO INC | 794,788 | $85.5M | 1.5% | — | — | 8 qtrssince 2023-Q2 | Decreased 0 |
LIFE TIME GROUP HOLDINGS INC | 2.7M | $82.4M | 1.4% | $19.25 | +56.91% | 9 qtrssince 2023-Q1 | Decreased 0 |
VISHAY INTERTECHNOLOGY INC | 5.2M | $82.2M | 1.4% | $15.98 | -2.99% | 2 qtrssince 2024-Q4 | Increased 68 |
MADRIGAL PHARMACEUTICALS INC | 243,994 | $80.8M | 1.4% | $319.36 | +3.72% | 2 qtrssince 2024-Q4 | Increased 74 |
SHARKNINJA INC | 958,664 | $80M | 1.4% | $75.71 | +10.17% | 5 qtrssince 2024-Q1 | Decreased 0 |
Hood River Capital Management LLC manages $5.9B across 144 positions as of Q1 2025. Top holdings: ACIW (3.2%), MTZ (3.1%), HCI (2.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 31 new positions, 46 exits, 90 increased. Top move: MDGL (INCREASED, conviction 74). Portfolio: $5.9B across 144 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR