Hood River Capital Management LLC Purchases in Q2 2025

Hood River Capital Management LLC

  • $6.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LITE
Lumentum Holdings Inc.

Technology
995K
+ 82.07%
$49.56 - $95.06 $49.3M - $94.5M
2.21M $210M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
773K
+ 165.41%
$103.49 - $133.44 $80M - $103M
1.24M $163M
MTZ
Mastec Inc

Industrials
138K
+ 8.9%
$106.07 - $171.99 $14.7M - $23.8M
1.69M $288M
APLD
Applied Blockchain, Inc.

Financial Services
592K
+ 2.79%
$3.53 - $13.86 $2.09M - $8.21M
21.9M $220M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
4.52M
New
$21.27 - $26.73 $96.1M - $121M
4.52M $99.1M
IREN
Iris Energy LTD

Financial Services
5.09M
New
$5.3 - $14.57 $27M - $74.2M
5.09M $74.2M
KEX
Kirby Corp

Industrials
651K
New
$87.32 - $114.99 $56.8M - $74.8M
651K $73.8M
SIG
Signet Jewelers LTD

Consumer Cyclical
711K
New
$50.77 - $82.74 $36.1M - $58.8M
711K $56.5M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
324K
+ 13.33%
$27.82 - $46.45 $9.02M - $15.1M
2.76M $128M
FIX
Comfort Systems Usa Inc

Industrials
4.91K
+ 2.06%
$296.51 - $536.21 $1.45M - $2.63M
243K $131M
VRNA
Verona Pharma PLC

Healthcare
30.1K
+ 1.97%
$53.9 - $98.68 $1.62M - $2.97M
1.56M $148M
APG
A Pi Group Corp

Industrials
688K
+ 80.4%
$32.2 - $51.23 $22.2M - $35.2M
1.54M $78.8M
CIEN
Ciena Corp

Technology
368K
+ 43.46%
$53.5 - $83.89 $19.7M - $30.9M
1.22M $98.9M
CELH
Celsius Holdings, Inc.

Consumer Defensive
930K
+ 249.51%
$33.89 - $46.39 $31.5M - $43.1M
1.3M $60.4M
SMTC
Semtech Corp

Technology
595K
+ 36.03%
$24.34 - $45.62 $14.5M - $27.1M
2.24M $101M
MOD
Modine Manufacturing CO

Consumer Cyclical
390K
+ 222.75%
$69.3 - $105.57 $27M - $41.1M
564K $55.6M
XPO
Xpo Logistics, Inc.

Industrials
214K
+ 26.9%
$91.46 - $128.1 $19.6M - $27.4M
1.01M $127M
AXSM
Axsome Therapeutics, Inc.

Healthcare
371K
New
$95.65 - $116.49 $35.5M - $43.2M
371K $38.7M
ENSG
Ensign Group, Inc

Healthcare
187K
+ 61.45%
$119.93 - $156.36 $22.5M - $29.3M
492K $75.9M
RDW
Redwire Corp

Industrials
2.22M
New
$7.51 - $20.57 $16.7M - $45.7M
2.22M $36.2M
FRPT
Freshpet, Inc.

Consumer Defensive
496K
New
$67.88 - $89.64 $33.7M - $44.5M
496K $33.7M
MIR
Mirion Technologies, Inc.

Industrials
1.47M
New
$12.7 - $21.71 $18.7M - $31.9M
1.47M $31.7M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
367K
New
$41.46 - $86.08 $15.2M - $31.6M
367K $31.6M
FCFS
First Cash Holdings, Inc.

Financial Services
182K
+ 42.57%
$118.0 - $137.63 $21.5M - $25.1M
611K $82.6M
WSBC
Wesbanco Inc

Financial Services
944K
New
$26.79 - $32.33 $25.3M - $30.5M
944K $29.9M
NCNO
N Cino, Inc.

Technology
1.01M
New
$21.45 - $28.12 $21.6M - $28.3M
1.01M $28.2M
ESE
Esco Technologies Inc

Technology
114K
+ 60.06%
$139.86 - $194.5 $15.9M - $22.2M
304K $58.3M
PTCT
Ptc Therapeutics, Inc.

Healthcare
552K
+ 654.4%
$36.19 - $52.13 $20M - $28.8M
637K $31.1M
GVA
Granite Construction Inc

Industrials
173K
+ 36.56%
$71.89 - $93.51 $12.5M - $16.2M
647K $60.5M
UTI
Universal Technical Institute Inc

Consumer Defensive
359K
+ 35.16%
$25.25 - $35.9 $9.07M - $12.9M
1.38M $46.8M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
435K
+ 125.02%
$34.1 - $47.63 $14.8M - $20.7M
783K $35.1M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
581K
+ 21.3%
$26.63 - $32.97 $15.5M - $19.2M
3.31M $100M
EXLS
Exl Service Holdings, Inc.

Technology
502K
+ 32.09%
$41.85 - $48.48 $21M - $24.3M
2.07M $90.5M
QTWO
Q2 Holdings, Inc.

Technology
75.7K
+ 13.86%
$68.72 - $95.27 $5.2M - $7.21M
621K $58.2M
ONDS
Ondas Holdings Inc.

Technology
7.54M
New
$0.75 - $1.92 $5.66M - $14.5M
7.54M $14.5M
CUBI
Customers Bancorp, Inc.

Financial Services
23.4K
+ 1.56%
$42.75 - $58.98 $1M - $1.38M
1.52M $89.5M
KRNT
Kornit Digital Ltd.

Industrials
613K
+ 39.06%
$15.81 - $23.22 $9.69M - $14.2M
2.18M $43.5M
SOFI
So Fi Technologies, Inc.

Financial Services
682K
New
$9.5 - $18.21 $6.48M - $12.4M
682K $12.4M
OSIS
Osi Systems Inc

Technology
3.9K
+ 1.05%
$174.22 - $239.05 $680K - $933K
377K $84.8M
RMBS
Rambus Inc

Technology
10.7K
+ 1.13%
$42.9 - $64.02 $459K - $685K
956K $61.2M
CALX
Calix, Inc

Technology
230K
New
$31.25 - $53.19 $7.18M - $12.2M
230K $12.2M
PSN
Parsons Corp

Industrials
155K
New
$58.88 - $71.77 $9.15M - $11.2M
155K $11.2M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
1.24M
New
$6.41 - $11.19 $7.97M - $13.9M
1.24M $11.1M
U
Unity Software Inc.

Technology
456K
New
$16.75 - $26.24 $7.63M - $12M
456K $11M
RDNT
Rad Net, Inc.

Healthcare
21K
+ 1.55%
$47.36 - $61.14 $996K - $1.29M
1.38M $78.4M
TTWO
Take Two Interactive Software Inc

Communication Services
37.8K
+ 137.09%
$194.58 - $243.05 $7.36M - $9.2M
65.4K $15.9M
FIP
Ftai Infrastructure LLC
75.8K
+ 1.28%
$3.23 - $6.73 $245K - $510K
5.99M $36.9M
SYM
Symbotic Inc.

Financial Services
59K
+ 16.14%
$17.5 - $38.85 $1.03M - $2.29M
425K $16.5M
NRG
Nrg Energy, Inc.

Utilities
4.79K
+ 3.97%
$83.61 - $162.67 $401K - $779K
125K $20.1M
Activity Summary
Buys All Purchases 108 New Holdings 40 Increased Positions 68 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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