Filed: 11/14/2025ACC: 0001214659-25-016490
📋 What this filing means
HOOD RIVER CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $8.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
153
Positions
$8.47B
Total AUM (reported)
238.40M
Total Shares
Allocation by class
COMMON STOCKS$8.47B100.0%
Portfolio Concentration
Top 3$1.08B12.7%
4–10$1.20B14.2%
11–25$1.79B21.2%
Rest$4.39B51.9%
Top 3 weight
12.7%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 238.40M
Sole
Full voting authority
230.30M
shares
% of voting shares96.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.09M
shares
% of voting shares3.4%
Investment Discretion (by position count)
Sole153
Shared0
Other0
Dominant voting typeSole · 96.6% of voting shares
Institutional Holdings153
Rows:
APPLIED DIGITAL CORP
SOLEShares21.05M
TypeSH
Market value$482.81M
5.70%
Sole
20.25M
Shared
0.00
None
791.70K
MASTEC INC
SOLEShares1.65M
TypeSH
Market value$350.38M
4.14%
Sole
1.58M
Shared
0.00
None
62.36K
KRATOS DEFENSE & SECURITY
SOLEShares2.69M
TypeSH
Market value$246.07M
2.91%
Sole
2.59M
Shared
0.00
None
102.37K
DAVE INC
SOLEShares1.08M
TypeSH
Market value$215.46M
2.54%
Sole
1.04M
Shared
0.00
None
36.24K
COMFORT SYSTEMS USA INC
SOLEShares241.19K
TypeSH
Market value$199.03M
2.35%
Sole
232.25K
Shared
0.00
None
8.94K
CIENA CORP
SOLEShares1.18M
TypeSH
Market value$172.36M
2.04%
Sole
1.14M
Shared
0.00
None
42.21K
ACI WORLDWIDE INC
SOLEShares2.98M
TypeSH
Market value$157.37M
1.86%
Sole
2.87M
Shared
0.00
None
112.61K
SEMTECH CORP
SOLEShares2.20M
TypeSH
Market value$156.95M
1.85%
Sole
2.11M
Shared
0.00
None
82.06K
QXO INC
SOLEShares8.22M
TypeSH
Market value$156.72M
1.85%
Sole
7.94M
Shared
0.00
None
282.90K
XPO INC
SOLEShares1.13M
TypeSH
Market value$145.81M
1.72%
Sole
1.09M
Shared
0.00
None
41.47K
HCI GROUP INC
SOLEShares740.61K
TypeSH
Market value$142.15M
1.68%
Sole
707.81K
Shared
0.00
None
32.80K
SITIME CORP
SOLEShares469.06K
TypeSH
Market value$141.33M
1.67%
Sole
447.82K
Shared
0.00
None
21.23K
OLLIES BARGAIN OUTLET HLDG INC
SOLEShares1.07M
TypeSH
Market value$137.80M
1.63%
Sole
1.03M
Shared
0.00
None
40.03K
FIRSTCASH HOLDINGS INC
SOLEShares807.71K
TypeSH
Market value$127.96M
1.51%
Sole
778.26K
Shared
0.00
None
29.46K
INSMED INC
SOLEShares881.40K
TypeSH
Market value$126.93M
1.50%
Sole
851.70K
Shared
0.00
None
29.71K
ONDAS HOLDINGS INC
SOLEShares16.10M
TypeSH
Market value$124.30M
1.47%
Sole
15.69M
Shared
0.00
None
410.33K
LIFE TIME GROUP HOLDINGS INC
SOLEShares4.31M
TypeSH
Market value$119.06M
1.41%
Sole
4.15M
Shared
0.00
None
161.51K
CUSTOMERS BANCO
SOLEShares1.71M
TypeSH
Market value$111.92M
1.32%
Sole
1.65M
Shared
0.00
None
66.72K
MADRIGAL PHARMACEUTICALS INC
SOLEShares242.81K
TypeSH
Market value$111.37M
1.31%
Sole
233.52K
Shared
0.00
None
9.29K
UNITY SOFTWARE INC
SOLEShares2.78M
TypeSH
Market value$111.14M
1.31%
Sole
2.68M
Shared
0.00
None
98.61K
VARONIS SYSTEMS INC
SOLEShares1.91M
TypeSH
Market value$109.65M
1.29%
Sole
1.83M
Shared
0.00
None
76.86K
TOWER SEMICONDUCTOR LTD
SOLEShares1.51M
TypeSH
Market value$109.22M
1.29%
Sole
1.46M
Shared
0.00
None
50.83K
ATRICURE INC
SOLEShares3.05M
TypeSH
Market value$107.36M
1.27%
Sole
2.93M
Shared
0.00
None
113.33K
KRYSTAL BIOTECH INC
SOLEShares606.95K
TypeSH
Market value$107.14M
1.27%
Sole
584.38K
Shared
0.00
None
22.57K
RADNET INC
SOLEShares1.37M
TypeSH
Market value$104.51M
1.23%
Sole
1.32M
Shared
0.00
None
52.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED DIGITAL CORPSOLE | COMMON STOCKS | 21.05M | SH | $482.81M 5.70% | 20.25M | 0.00 | 791.70K |
MASTEC INCSOLE | COMMON STOCKS | 1.65M | SH | $350.38M 4.14% | 1.58M | 0.00 | 62.36K |
KRATOS DEFENSE & SECURITYSOLE | COMMON STOCKS | 2.69M | SH | $246.07M 2.91% | 2.59M | 0.00 | 102.37K |
DAVE INCSOLE | COMMON STOCKS | 1.08M | SH | $215.46M 2.54% | 1.04M | 0.00 | 36.24K |
COMFORT SYSTEMS USA INCSOLE | COMMON STOCKS | 241.19K | SH | $199.03M 2.35% | 232.25K | 0.00 | 8.94K |
CIENA CORPSOLE | COMMON STOCKS | 1.18M | SH | $172.36M 2.04% | 1.14M | 0.00 | 42.21K |
ACI WORLDWIDE INCSOLE | COMMON STOCKS | 2.98M | SH | $157.37M 1.86% | 2.87M | 0.00 | 112.61K |
SEMTECH CORPSOLE | COMMON STOCKS | 2.20M | SH | $156.95M 1.85% | 2.11M | 0.00 | 82.06K |
QXO INCSOLE | COMMON STOCKS | 8.22M | SH | $156.72M 1.85% | 7.94M | 0.00 | 282.90K |
XPO INCSOLE | COMMON STOCKS | 1.13M | SH | $145.81M 1.72% | 1.09M | 0.00 | 41.47K |
HCI GROUP INCSOLE | COMMON STOCKS | 740.61K | SH | $142.15M 1.68% | 707.81K | 0.00 | 32.80K |
SITIME CORPSOLE | COMMON STOCKS | 469.06K | SH | $141.33M 1.67% | 447.82K | 0.00 | 21.23K |
OLLIES BARGAIN OUTLET HLDG INCSOLE | COMMON STOCKS | 1.07M | SH | $137.80M 1.63% | 1.03M | 0.00 | 40.03K |
FIRSTCASH HOLDINGS INCSOLE | COMMON STOCKS | 807.71K | SH | $127.96M 1.51% | 778.26K | 0.00 | 29.46K |
INSMED INCSOLE | COMMON STOCKS | 881.40K | SH | $126.93M 1.50% | 851.70K | 0.00 | 29.71K |
ONDAS HOLDINGS INCSOLE | COMMON STOCKS | 16.10M | SH | $124.30M 1.47% | 15.69M | 0.00 | 410.33K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCKS | 4.31M | SH | $119.06M 1.41% | 4.15M | 0.00 | 161.51K |
CUSTOMERS BANCOSOLE | COMMON STOCKS | 1.71M | SH | $111.92M 1.32% | 1.65M | 0.00 | 66.72K |
MADRIGAL PHARMACEUTICALS INCSOLE | COMMON STOCKS | 242.81K | SH | $111.37M 1.31% | 233.52K | 0.00 | 9.29K |
UNITY SOFTWARE INCSOLE | COMMON STOCKS | 2.78M | SH | $111.14M 1.31% | 2.68M | 0.00 | 98.61K |
VARONIS SYSTEMS INCSOLE | COMMON STOCKS | 1.91M | SH | $109.65M 1.29% | 1.83M | 0.00 | 76.86K |
TOWER SEMICONDUCTOR LTDSOLE | COMMON STOCKS | 1.51M | SH | $109.22M 1.29% | 1.46M | 0.00 | 50.83K |
ATRICURE INCSOLE | COMMON STOCKS | 3.05M | SH | $107.36M 1.27% | 2.93M | 0.00 | 113.33K |
KRYSTAL BIOTECH INCSOLE | COMMON STOCKS | 606.95K | SH | $107.14M 1.27% | 584.38K | 0.00 | 22.57K |
RADNET INCSOLE | COMMON STOCKS | 1.37M | SH | $104.51M 1.23% | 1.32M | 0.00 | 52.44K |
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