Filed: 5/15/2025ACC: 0001214659-25-007676
📋 What this filing means
HOOD RIVER CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $5.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$5.86B
Total AUM (reported)
212.93M
Total Shares
Allocation by class
COMMON STOCKS$5.86B100.0%
Portfolio Concentration
Top 3$510.75M8.7%
4–10$744.56M12.7%
11–25$1.26B21.4%
Rest$3.35B57.2%
Top 3 weight
8.7%
Top 10 weight
21.4%
Voting Authority Distribution
Total shares with voting rights: 212.93M
Sole
Full voting authority
206.48M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.45M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole144
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings144
Rows:
ACI WORLDWIDE INC
SOLEShares3.45M
TypeSH
Market value$188.86M
3.22%
Sole
3.34M
Shared
0.00
None
109.75K
MASTEC INC
SOLEShares1.55M
TypeSH
Market value$181.41M
3.10%
Sole
1.51M
Shared
0.00
None
49.03K
HCI GROUP INC
SOLEShares941.32K
TypeSH
Market value$140.47M
2.40%
Sole
906.82K
Shared
0.00
None
34.50K
APPLIED DIGITAL CORP
SOLEShares21.27M
TypeSH
Market value$119.52M
2.04%
Sole
20.62M
Shared
0.00
None
649.50K
INSMED INC
SOLEShares1.56M
TypeSH
Market value$118.88M
2.03%
Sole
1.51M
Shared
0.00
None
50.24K
WESTERN ALLIANCE BANCORP
SOLEShares1.37M
TypeSH
Market value$105.03M
1.79%
Sole
1.33M
Shared
0.00
None
40.35K
NEW FORTRESS ENERGY INC
SOLEShares12.56M
TypeSH
Market value$104.41M
1.78%
Sole
12.18M
Shared
0.00
None
384.77K
KNIFE RIVER CORP
SOLEShares1.14M
TypeSH
Market value$102.50M
1.75%
Sole
1.10M
Shared
0.00
None
34.92K
VERONA PHARMA PLC - ADR
SOLEShares1.53M
TypeSH
Market value$97.29M
1.66%
Sole
1.48M
Shared
0.00
None
48.21K
ALIGNMENT HEALTHCARE INC
SOLEShares5.21M
TypeSH
Market value$96.93M
1.65%
Sole
5.02M
Shared
0.00
None
190.69K
ATRICURE INC
SOLEShares3M
TypeSH
Market value$96.75M
1.65%
Sole
2.91M
Shared
0.00
None
93.16K
KRYSTAL BIOTECH INC
SOLEShares524.64K
TypeSH
Market value$94.59M
1.61%
Sole
507.71K
Shared
0.00
None
16.93K
DAVE INC
SOLEShares1.13M
TypeSH
Market value$93.14M
1.59%
Sole
1.10M
Shared
0.00
None
28.88K
VARONIS SYSTEMS INC
SOLEShares2.16M
TypeSH
Market value$87.48M
1.49%
Sole
2.09M
Shared
0.00
None
69.32K
CYBERARK SOFTWARE LTD/ISRAEL
SOLEShares257.60K
TypeSH
Market value$87.07M
1.49%
Sole
249.04K
Shared
0.00
None
8.56K
XPO INC
SOLEShares794.79K
TypeSH
Market value$85.50M
1.46%
Sole
769.93K
Shared
0.00
None
24.85K
LIFE TIME GROUP HOLDINGS INC
SOLEShares2.73M
TypeSH
Market value$82.44M
1.41%
Sole
2.64M
Shared
0.00
None
92.62K
VISHAY INTERTECHNOLOGY INC
SOLEShares5.17M
TypeSH
Market value$82.25M
1.40%
Sole
4.99M
Shared
0.00
None
187.55K
MADRIGAL PHARMACEUTICALS INC
SOLEShares243.99K
TypeSH
Market value$80.82M
1.38%
Sole
236.38K
Shared
0.00
None
7.61K
SHARKNINJA INC
SOLEShares958.66K
TypeSH
Market value$79.96M
1.36%
Sole
929.38K
Shared
0.00
None
29.28K
BLUEPRINT MEDICINES CORP
SOLEShares900.21K
TypeSH
Market value$79.68M
1.36%
Sole
871.21K
Shared
0.00
None
28.99K
FABRINET
SOLEShares391.84K
TypeSH
Market value$77.39M
1.32%
Sole
379.54K
Shared
0.00
None
12.30K
COMFORT SYSTEMS USA INC
SOLEShares238.48K
TypeSH
Market value$76.87M
1.31%
Sole
231.11K
Shared
0.00
None
7.37K
SITIME CORP
SOLEShares496.59K
TypeSH
Market value$75.91M
1.30%
Sole
478.60K
Shared
0.00
None
17.99K
LUMENTUM HOLDINGS INC
SOLEShares1.21M
TypeSH
Market value$75.55M
1.29%
Sole
1.17M
Shared
0.00
None
37.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACI WORLDWIDE INCSOLE | COMMON STOCKS | 3.45M | SH | $188.86M 3.22% | 3.34M | 0.00 | 109.75K |
MASTEC INCSOLE | COMMON STOCKS | 1.55M | SH | $181.41M 3.10% | 1.51M | 0.00 | 49.03K |
HCI GROUP INCSOLE | COMMON STOCKS | 941.32K | SH | $140.47M 2.40% | 906.82K | 0.00 | 34.50K |
APPLIED DIGITAL CORPSOLE | COMMON STOCKS | 21.27M | SH | $119.52M 2.04% | 20.62M | 0.00 | 649.50K |
INSMED INCSOLE | COMMON STOCKS | 1.56M | SH | $118.88M 2.03% | 1.51M | 0.00 | 50.24K |
WESTERN ALLIANCE BANCORPSOLE | COMMON STOCKS | 1.37M | SH | $105.03M 1.79% | 1.33M | 0.00 | 40.35K |
NEW FORTRESS ENERGY INCSOLE | COMMON STOCKS | 12.56M | SH | $104.41M 1.78% | 12.18M | 0.00 | 384.77K |
KNIFE RIVER CORPSOLE | COMMON STOCKS | 1.14M | SH | $102.50M 1.75% | 1.10M | 0.00 | 34.92K |
VERONA PHARMA PLC - ADRSOLE | COMMON STOCKS | 1.53M | SH | $97.29M 1.66% | 1.48M | 0.00 | 48.21K |
ALIGNMENT HEALTHCARE INCSOLE | COMMON STOCKS | 5.21M | SH | $96.93M 1.65% | 5.02M | 0.00 | 190.69K |
ATRICURE INCSOLE | COMMON STOCKS | 3M | SH | $96.75M 1.65% | 2.91M | 0.00 | 93.16K |
KRYSTAL BIOTECH INCSOLE | COMMON STOCKS | 524.64K | SH | $94.59M 1.61% | 507.71K | 0.00 | 16.93K |
DAVE INCSOLE | COMMON STOCKS | 1.13M | SH | $93.14M 1.59% | 1.10M | 0.00 | 28.88K |
VARONIS SYSTEMS INCSOLE | COMMON STOCKS | 2.16M | SH | $87.48M 1.49% | 2.09M | 0.00 | 69.32K |
CYBERARK SOFTWARE LTD/ISRAELSOLE | COMMON STOCKS | 257.60K | SH | $87.07M 1.49% | 249.04K | 0.00 | 8.56K |
XPO INCSOLE | COMMON STOCKS | 794.79K | SH | $85.50M 1.46% | 769.93K | 0.00 | 24.85K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCKS | 2.73M | SH | $82.44M 1.41% | 2.64M | 0.00 | 92.62K |
VISHAY INTERTECHNOLOGY INCSOLE | COMMON STOCKS | 5.17M | SH | $82.25M 1.40% | 4.99M | 0.00 | 187.55K |
MADRIGAL PHARMACEUTICALS INCSOLE | COMMON STOCKS | 243.99K | SH | $80.82M 1.38% | 236.38K | 0.00 | 7.61K |
SHARKNINJA INCSOLE | COMMON STOCKS | 958.66K | SH | $79.96M 1.36% | 929.38K | 0.00 | 29.28K |
BLUEPRINT MEDICINES CORPSOLE | COMMON STOCKS | 900.21K | SH | $79.68M 1.36% | 871.21K | 0.00 | 28.99K |
FABRINETSOLE | COMMON STOCKS | 391.84K | SH | $77.39M 1.32% | 379.54K | 0.00 | 12.30K |
COMFORT SYSTEMS USA INCSOLE | COMMON STOCKS | 238.48K | SH | $76.87M 1.31% | 231.11K | 0.00 | 7.37K |
SITIME CORPSOLE | COMMON STOCKS | 496.59K | SH | $75.91M 1.30% | 478.60K | 0.00 | 17.99K |
LUMENTUM HOLDINGS INCSOLE | COMMON STOCKS | 1.21M | SH | $75.55M 1.29% | 1.17M | 0.00 | 37.75K |
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