HOOD RIVER CAPITAL MANAGEMENT LLC

PrivateCIK: 1578177

Location

PALM BEACH GARDENS, FL

167

Positions

$9.98B

Total AUM (reported)

279.23M

Total Shares

Allocation by class

COMMON STOCKS$9.98B100.0%

Portfolio Concentration

Top 3$1.31B13.1%

4–10$1.54B15.4%

11–25$1.97B19.8%

Rest$5.16B51.7%

Top 3 weight

13.1%

Top 10 weight

28.5%

Voting Authority Distribution

Total shares with voting rights: 279.23M

Sole

Full voting authority

270.85M

% of voting shares97.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.38M

% of voting shares3.0%

Investment Discretion (by position count)

Sole167

Shared0

Other0

Dominant voting typeSole · 97.0% of voting shares

Institutional Holdings167

Rows:

APPLIED DIGITAL CORP

SOLE

COMMON STOCKS

Shares23.08M

TypeSH

Market value$547.82M

5.49%

Sole

22.29M

Shared

0.00

None

781.54K

MASTEC INC

SOLE

COMMON STOCKS

Shares1.30M

TypeSH

Market value$416.78M

4.18%

Sole

1.25M

Shared

0.00

None

45.93K

COMFORT SYSTEMS USA INC

SOLE

COMMON STOCKS

Shares249.38K

TypeSH

Market value$343.90M

3.45%

Sole

240.80K

Shared

0.00

None

8.59K

DIGITALOCEAN HOLDINGS INC

SOLE

COMMON STOCKS

Shares3.49M

TypeSH

Market value$299.12M

3.00%

Sole

3.37M

Shared

0.00

None

116.55K

XPO INC

SOLE

COMMON STOCKS

Shares1.16M

TypeSH

Market value$225.64M

2.26%

Sole

1.12M

Shared

0.00

None

39.82K

BLOOM ENERGY CORP- A

SOLE

COMMON STOCKS

Shares1.58M

TypeSH

Market value$213.57M

2.14%

Sole

1.52M

Shared

0.00

None

53.69K

FIRSTCASH HOLDINGS INC

SOLE

COMMON STOCKS

Shares1.13M

TypeSH

Market value$213.18M

2.14%

Sole

1.10M

Shared

0.00

None

38.80K

DAVE INC

SOLE

COMMON STOCKS

Shares1.15M

TypeSH

Market value$199.49M

2.00%

Sole

1.11M

Shared

0.00

None

35.54K

LUMENTUM HOLDINGS INC

SOLE

COMMON STOCKS

Shares275.62K

TypeSH

Market value$193.70M

1.94%

Sole

266.14K

Shared

0.00

None

9.48K

KRATOS DEFENSE & SECURITY

SOLE

COMMON STOCKS

Shares2.71M

TypeSH

Market value$191.40M

1.92%

Sole

2.62M

Shared

0.00

None

94.51K

SEMTECH CORP

SOLE

COMMON STOCKS

Shares2.29M

TypeSH

Market value$175.89M

1.76%

Sole

2.21M

Shared

0.00

None

78.84K

BABCOCK & WILCOX ENTERPR

SOLE

COMMON STOCKS

Shares11.60M

TypeSH

Market value$170.46M

1.71%

Sole

11.21M

Shared

0.00

None

394.90K

KRYSTAL BIOTECH INC

SOLE

COMMON STOCKS

Shares619.59K

TypeSH

Market value$160.05M

1.60%

Sole

597.91K

Shared

0.00

None

21.68K

QXO INC

SOLE

COMMON STOCKS

Shares8.14M

TypeSH

Market value$158.00M

1.58%

Sole

7.86M

Shared

0.00

None

271.82K

KNIGHT-SWIFT TRANSPORTATION

SOLE

COMMON STOCKS

Shares2.68M

TypeSH

Market value$154.14M

1.54%

Sole

2.59M

Shared

0.00

None

90.16K

MADRIGAL PHARMACEUTICALS INC

SOLE

COMMON STOCKS

Shares249.51K

TypeSH

Market value$130.61M

1.31%

Sole

240.59K

Shared

0.00

None

8.92K

GUARDANT HEALTH INC

SOLE

COMMON STOCKS

Shares1.31M

TypeSH

Market value$121.01M

1.21%

Sole

1.27M

Shared

0.00

None

42.33K

CUSTOMERS BANCO

SOLE

COMMON STOCKS

Shares1.73M

TypeSH

Market value$120.17M

1.20%

Sole

1.67M

Shared

0.00

None

64.10K

LATTICE SEMICONDUCTOR CORP

SOLE

COMMON STOCKS

Shares1.29M

TypeSH

Market value$119.95M

1.20%

Sole

1.25M

Shared

0.00

None

43.80K

PRAXIS PRECISION MEDICINES I

SOLE

COMMON STOCKS

Shares358.62K

TypeSH

Market value$115.54M

1.16%

Sole

346.65K

Shared

0.00

None

11.97K

PTC THERAPEUTICS INC

SOLE

COMMON STOCKS

Shares1.66M

TypeSH

Market value$113.41M

1.14%

Sole

1.61M

Shared

0.00

None

56.51K

INSMED INC

SOLE

COMMON STOCKS

Shares688.55K

TypeSH

Market value$112.59M

1.13%

Sole

671.05K

Shared

0.00

None

17.51K

APPLIED OPTOELECTRONICS INC

SOLE

COMMON STOCKS

Shares1.28M

TypeSH

Market value$107.90M

1.08%

Sole

1.22M

Shared

0.00

None

53.26K

ALIGNMENT HEALTHCARE INC

SOLE

COMMON STOCKS

Shares6.05M

TypeSH

Market value$106.68M

1.07%

Sole

5.79M

Shared

0.00

None

260.19K

GRANITE CONSTRUCTION INC

SOLE

COMMON STOCKS

Shares889.49K

TypeSH

Market value$106.63M

1.07%

Sole

852.08K

Shared

0.00

None

37.41K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLIED DIGITAL CORPSOLE	COMMON STOCKS	23.08M	SH	$547.82M 5.49%	22.29M	781.54K
MASTEC INCSOLE	COMMON STOCKS	1.30M	SH	$416.78M 4.18%	1.25M	45.93K
COMFORT SYSTEMS USA INCSOLE	COMMON STOCKS	249.38K	SH	$343.90M 3.45%	240.80K	8.59K
DIGITALOCEAN HOLDINGS INCSOLE	COMMON STOCKS	3.49M	SH	$299.12M 3.00%	3.37M	116.55K
XPO INCSOLE	COMMON STOCKS	1.16M	SH	$225.64M 2.26%	1.12M	39.82K
BLOOM ENERGY CORP- ASOLE	COMMON STOCKS	1.58M	SH	$213.57M 2.14%	1.52M	53.69K
FIRSTCASH HOLDINGS INCSOLE	COMMON STOCKS	1.13M	SH	$213.18M 2.14%	1.10M	38.80K
DAVE INCSOLE	COMMON STOCKS	1.15M	SH	$199.49M 2.00%	1.11M	35.54K
LUMENTUM HOLDINGS INCSOLE	COMMON STOCKS	275.62K	SH	$193.70M 1.94%	266.14K	9.48K
KRATOS DEFENSE & SECURITYSOLE	COMMON STOCKS	2.71M	SH	$191.40M 1.92%	2.62M	94.51K
SEMTECH CORPSOLE	COMMON STOCKS	2.29M	SH	$175.89M 1.76%	2.21M	78.84K
BABCOCK & WILCOX ENTERPRSOLE	COMMON STOCKS	11.60M	SH	$170.46M 1.71%	11.21M	394.90K
KRYSTAL BIOTECH INCSOLE	COMMON STOCKS	619.59K	SH	$160.05M 1.60%	597.91K	21.68K
QXO INCSOLE	COMMON STOCKS	8.14M	SH	$158.00M 1.58%	7.86M	271.82K
KNIGHT-SWIFT TRANSPORTATIONSOLE	COMMON STOCKS	2.68M	SH	$154.14M 1.54%	2.59M	90.16K
MADRIGAL PHARMACEUTICALS INCSOLE	COMMON STOCKS	249.51K	SH	$130.61M 1.31%	240.59K	8.92K
GUARDANT HEALTH INCSOLE	COMMON STOCKS	1.31M	SH	$121.01M 1.21%	1.27M	42.33K
CUSTOMERS BANCOSOLE	COMMON STOCKS	1.73M	SH	$120.17M 1.20%	1.67M	64.10K
LATTICE SEMICONDUCTOR CORPSOLE	COMMON STOCKS	1.29M	SH	$119.95M 1.20%	1.25M	43.80K
PRAXIS PRECISION MEDICINES ISOLE	COMMON STOCKS	358.62K	SH	$115.54M 1.16%	346.65K	11.97K
PTC THERAPEUTICS INCSOLE	COMMON STOCKS	1.66M	SH	$113.41M 1.14%	1.61M	56.51K
INSMED INCSOLE	COMMON STOCKS	688.55K	SH	$112.59M 1.13%	671.05K	17.51K
APPLIED OPTOELECTRONICS INCSOLE	COMMON STOCKS	1.28M	SH	$107.90M 1.08%	1.22M	53.26K
ALIGNMENT HEALTHCARE INCSOLE	COMMON STOCKS	6.05M	SH	$106.68M 1.07%	5.79M	260.19K
GRANITE CONSTRUCTION INCSOLE	COMMON STOCKS	889.49K	SH	$106.63M 1.07%	852.08K	37.41K

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