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 Corporation | 21.3M | $119.5M | 2.0% | $5.65 | -0.48% | 12 qtrssince 2022-Q2 | Increased 69 |
 Insmed Incorporated | 1.6M | $118.9M | 2.0% | $45.49 | +67.72% | 6 qtrssince 2023-Q4 | Increased 53 |
 Western Alliance Bancorporation | 1.4M | $105M | 1.8% | $67.35 | +10.73% | 8 qtrssince 2023-Q2 | Increased 52 |
 New Fortress Energy Inc. | 12.6M | $104.4M | 1.8% | $13.87 | -99.40% | 2 qtrssince 2024-Q4 | Increased 57 |
 Knife Riv Holding Co. | 1.1M | $102.5M | 1.7% | $64.83 | +39.14% | 7 qtrssince 2023-Q3 | Increased 58 |
 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 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q4 | $3,636,560,349 | 16.750091171% |
| 2024-Q1 | $4,482,981,381 | 23.2753192789% |
| 2024-Q2 | $4,826,027,049 | 7.65217695201% |
| 2024-Q3 | $6,193,785,912 | 28.3413012217% |
| 2024-Q4 | $6,773,199,794 | 9.35476121119% |
| 2025-Q1 | $5,861,178,470 | -13.4651472234% |
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: Balanced Allocator. 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
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Position Outcomes
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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