Hood River Capital Management LLC Incresed Positions 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
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
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
ENSG
Ensign Group, Inc

Healthcare
187K
+ 61.45%
$119.93 - $156.36 $22.5M - $29.3M
492K $75.9M
FCFS
First Cash Holdings, Inc.

Financial Services
182K
+ 42.57%
$118.0 - $137.63 $21.5M - $25.1M
611K $82.6M
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
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
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
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
SRRK
Scholar Rock Holding Corp

Healthcare
30.8K
+ 1.58%
$24.47 - $36.39 $754K - $1.12M
1.97M $70M
TWLO
Twilio Inc

Communication Services
35.5K
+ 36.17%
$81.34 - $124.36 $2.88M - $4.41M
134K $16.6M
CDNA
Care Dx, Inc.

Healthcare
182K
+ 11.49%
$14.18 - $20.08 $2.58M - $3.66M
1.77M $34.5M
MLTX
Moon Lake Immunotherapeutics

Healthcare
12.5K
+ 1.88%
$32.84 - $51.05 $409K - $636K
675K $31.9M
XMTR
Xometry, Inc.

Industrials
92.7K
+ 29.71%
$19.34 - $36.75 $1.79M - $3.41M
405K $13.7M
GENI
Genius Sports LTD

Communication Services
215K
+ 3.27%
$8.67 - $11.05 $1.87M - $2.38M
6.81M $70.8M
GFL
Gfl Environmental Inc.

Industrials
52.4K
+ 10.22%
$42.93 - $51.58 $2.25M - $2.7M
566K $28.5M
ATRC
Atri Cure, Inc.

Healthcare
61.9K
+ 2.06%
$29.07 - $34.94 $1.8M - $2.16M
3.06M $100M
TNDM
Tandem Diabetes Care Inc

Healthcare
253K
+ 10.94%
$16.35 - $23.52 $4.14M - $5.95M
2.56M $47.8M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
25.9K
+ 3.84%
$10.22 - $14.9 $265K - $386K
701K $10.4M
GH
Guardant Health, Inc.

Healthcare
9.64K
+ 4.08%
$37.05 - $52.04 $357K - $502K
246K $12.8M
LOVE
Lovesac CO

Consumer Cyclical
147K
+ 17.44%
$12.47 - $21.34 $1.83M - $3.14M
989K $18M
CCJ
Cameco Corp

Energy
24.9K
+ 113.8%
$36.68 - $74.46 $914K - $1.85M
46.8K $3.47M
CDNS
Cadence Design Systems Inc

Technology
1.19K
+ 4.35%
$231.64 - $323.08 $276K - $385K
28.5K $8.8M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.09K
+ 1.93%
$144.63 - $179.53 $303K - $376K
111K $18.2M
GLW
Corning Inc

Technology
6.32K
+ 3.91%
$39.07 - $52.59 $247K - $333K
168K $8.84M
ESTA
Establishment Labs Holdings Inc.

Healthcare
30.8K
+ 138.23%
$27.31 - $42.71 $842K - $1.32M
53.1K $2.27M
NHC
National Healthcare Corp

Healthcare
2.14K
+ 4.86%
$89.91 - $109.05 $192K - $233K
46.2K $4.94M
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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