HOOD RIVER CAPITAL MANAGEMENT LLC

PrivateCIK: 1578177

Location

PALM BEACH GARDENS, FL

166

Positions

$13.79B

Total AUM (reported)

313.87M

Total Shares

Allocation by class

COMMON STOCKS$13.79B100.0%

Portfolio Concentration

Top 3$1.99B14.4%

4–10$2.20B15.9%

11–25$2.73B19.8%

Rest$6.87B49.8%

Top 3 weight

14.4%

Top 10 weight

30.4%

Voting Authority Distribution

Total shares with voting rights: 313.87M

Sole

Full voting authority

304.77M

% of voting shares97.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.10M

% of voting shares2.9%

Investment Discretion (by position count)

Sole166

Shared0

Other0

Dominant voting typeSole · 97.1% of voting shares

Institutional Holdings166

Rows:

APPLIED DIGITAL CORP

SOLE

COMMON STOCKS

Shares22.52M

TypeSH

Market value$839.95M

6.09%

Sole

21.77M

Shared

0.00

None

745.06K

DIGITALOCEAN HOLDINGS INC

SOLE

COMMON STOCKS

Shares4.20M

TypeSH

Market value$659.64M

4.78%

Sole

4.07M

Shared

0.00

None

134.22K

MASTEC INC

SOLE

COMMON STOCKS

Shares1.17M

TypeSH

Market value$488.42M

3.54%

Sole

1.13M

Shared

0.00

None

40.84K

DAVE INC

SOLE

COMMON STOCKS

Shares1.10M

TypeSH

Market value$411.44M

2.98%

Sole

1.07M

Shared

0.00

None

35.54K

BLOOM ENERGY CORP- A

SOLE

COMMON STOCKS

Shares1.35M

TypeSH

Market value$407.40M

2.95%

Sole

1.30M

Shared

0.00

None

41.65K

SEMTECH CORP

SOLE

COMMON STOCKS

Shares2.25M

TypeSH

Market value$364.22M

2.64%

Sole

2.18M

Shared

0.00

None

73.41K

XPO INC

SOLE

COMMON STOCKS

Shares1.30M

TypeSH

Market value$266.35M

1.93%

Sole

1.26M

Shared

0.00

None

39.82K

FIRSTCASH HOLDINGS INC

SOLE

COMMON STOCKS

Shares1.22M

TypeSH

Market value$264.32M

1.92%

Sole

1.18M

Shared

0.00

None

38.80K

KRYSTAL BIOTECH INC

SOLE

COMMON STOCKS

Shares663.38K

TypeSH

Market value$246.56M

1.79%

Sole

641.70K

Shared

0.00

None

21.68K

KNIGHT-SWIFT TRANSPORTATION

SOLE

COMMON STOCKS

Shares3.06M

TypeSH

Market value$238.15M

1.73%

Sole

2.96M

Shared

0.00

None

95.49K

LUMENTUM HOLDINGS INC

SOLE

COMMON STOCKS

Shares262.76K

TypeSH

Market value$225.46M

1.63%

Sole

254.16K

Shared

0.00

None

8.60K

LATTICE SEMICONDUCTOR CORP

SOLE

COMMON STOCKS

Shares1.47M

TypeSH

Market value$224.78M

1.63%

Sole

1.42M

Shared

0.00

None

45.91K

LIVANOVA PLC

SOLE

COMMON STOCKS

Shares2.57M

TypeSH

Market value$210.96M

1.53%

Sole

2.48M

Shared

0.00

None

85.60K

GUARDANT HEALTH INC

SOLE

COMMON STOCKS

Shares1.40M

TypeSH

Market value$209.34M

1.52%

Sole

1.35M

Shared

0.00

None

42.33K

APPLIED OPTOELECTRONICS INC

SOLE

COMMON STOCKS

Shares1.39M

TypeSH

Market value$206.31M

1.50%

Sole

1.34M

Shared

0.00

None

53.26K

BABCOCK & WILCOX ENTERPR

SOLE

COMMON STOCKS

Shares13.69M

TypeSH

Market value$193.02M

1.40%

Sole

13.26M

Shared

0.00

None

427.99K

XOMETRY INC-A

SOLE

COMMON STOCKS

Shares1.99M

TypeSH

Market value$191.92M

1.39%

Sole

1.93M

Shared

0.00

None

61.89K

HUT 8 CORP

SOLE

COMMON STOCKS

Shares1.65M

TypeSH

Market value$190.70M

1.38%

Sole

1.61M

Shared

0.00

None

45.96K

RXO INC

SOLE

COMMON STOCKS

Shares6.48M

TypeSH

Market value$178.74M

1.30%

Sole

6.20M

Shared

0.00

None

279.10K

KRATOS DEFENSE & SECURITY

SOLE

COMMON STOCKS

Shares3.14M

TypeSH

Market value$156.45M

1.13%

Sole

3.03M

Shared

0.00

None

109.92K

CUSTOMERS BANCO

SOLE

COMMON STOCKS

Shares1.94M

TypeSH

Market value$153.61M

1.11%

Sole

1.88M

Shared

0.00

None

66.93K

CLEAN HARBORS INC

SOLE

COMMON STOCKS

Shares498.75K

TypeSH

Market value$149.00M

1.08%

Sole

482.29K

Shared

0.00

None

16.46K

BLACKBERRY LTD

SOLE

COMMON STOCKS

Shares11.67M

TypeSH

Market value$147.66M

1.07%

Sole

11.16M

Shared

0.00

None

510.42K

ALIGNMENT HEALTHCARE INC

SOLE

COMMON STOCKS

Shares6.18M

TypeSH

Market value$147.25M

1.07%

Sole

5.91M

Shared

0.00

None

269.66K

BANDWIDTH INC-CLASS A

SOLE

COMMON STOCKS

Shares2.30M

TypeSH

Market value$145.33M

1.05%

Sole

2.22M

Shared

0.00

None

71.90K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLIED DIGITAL CORPSOLE	COMMON STOCKS	22.52M	SH	$839.95M 6.09%	21.77M	745.06K
DIGITALOCEAN HOLDINGS INCSOLE	COMMON STOCKS	4.20M	SH	$659.64M 4.78%	4.07M	134.22K
MASTEC INCSOLE	COMMON STOCKS	1.17M	SH	$488.42M 3.54%	1.13M	40.84K
DAVE INCSOLE	COMMON STOCKS	1.10M	SH	$411.44M 2.98%	1.07M	35.54K
BLOOM ENERGY CORP- ASOLE	COMMON STOCKS	1.35M	SH	$407.40M 2.95%	1.30M	41.65K
SEMTECH CORPSOLE	COMMON STOCKS	2.25M	SH	$364.22M 2.64%	2.18M	73.41K
XPO INCSOLE	COMMON STOCKS	1.30M	SH	$266.35M 1.93%	1.26M	39.82K
FIRSTCASH HOLDINGS INCSOLE	COMMON STOCKS	1.22M	SH	$264.32M 1.92%	1.18M	38.80K
KRYSTAL BIOTECH INCSOLE	COMMON STOCKS	663.38K	SH	$246.56M 1.79%	641.70K	21.68K
KNIGHT-SWIFT TRANSPORTATIONSOLE	COMMON STOCKS	3.06M	SH	$238.15M 1.73%	2.96M	95.49K
LUMENTUM HOLDINGS INCSOLE	COMMON STOCKS	262.76K	SH	$225.46M 1.63%	254.16K	8.60K
LATTICE SEMICONDUCTOR CORPSOLE	COMMON STOCKS	1.47M	SH	$224.78M 1.63%	1.42M	45.91K
LIVANOVA PLCSOLE	COMMON STOCKS	2.57M	SH	$210.96M 1.53%	2.48M	85.60K
GUARDANT HEALTH INCSOLE	COMMON STOCKS	1.40M	SH	$209.34M 1.52%	1.35M	42.33K
APPLIED OPTOELECTRONICS INCSOLE	COMMON STOCKS	1.39M	SH	$206.31M 1.50%	1.34M	53.26K
BABCOCK & WILCOX ENTERPRSOLE	COMMON STOCKS	13.69M	SH	$193.02M 1.40%	13.26M	427.99K
XOMETRY INC-ASOLE	COMMON STOCKS	1.99M	SH	$191.92M 1.39%	1.93M	61.89K
HUT 8 CORPSOLE	COMMON STOCKS	1.65M	SH	$190.70M 1.38%	1.61M	45.96K
RXO INCSOLE	COMMON STOCKS	6.48M	SH	$178.74M 1.30%	6.20M	279.10K
KRATOS DEFENSE & SECURITYSOLE	COMMON STOCKS	3.14M	SH	$156.45M 1.13%	3.03M	109.92K
CUSTOMERS BANCOSOLE	COMMON STOCKS	1.94M	SH	$153.61M 1.11%	1.88M	66.93K
CLEAN HARBORS INCSOLE	COMMON STOCKS	498.75K	SH	$149.00M 1.08%	482.29K	16.46K
BLACKBERRY LTDSOLE	COMMON STOCKS	11.67M	SH	$147.66M 1.07%	11.16M	510.42K
ALIGNMENT HEALTHCARE INCSOLE	COMMON STOCKS	6.18M	SH	$147.25M 1.07%	5.91M	269.66K
BANDWIDTH INC-CLASS ASOLE	COMMON STOCKS	2.30M	SH	$145.33M 1.05%	2.22M	71.90K

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