Investor Details
| Filer Name: | HOOD RIVER CAPITAL MANAGEMENT LLC |
|---|---|
| CIK: | 1578177 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 159 |
| Portfolio Value: | $6.77B |
Hood River Capital Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| FTAI | US | FTAI AVIATION LTD | 2,069,824 | $298M | 4.40% | 8.0% | - |
| SMTC | US | SEMTECH CORP | 3,450,042 | $213M | 3.15% | 1.8% | - |
| MTZ | US | MASTEC INC | 1,531,104 | $208M | 3.08% | 3.5% | - |
| ACIW | US | ACI WORLDWIDE INC | 3,374,507 | $175M | 2.59% | 3.1% | - |
| NFE | US | NEW FORTRESS ENERGY INC | 10,252,861 | $155M | 2.29% | 100.0% | - |
| AXON | US | AXON ENTERPRISE INC | 257,772 | $153M | 2.26% | -1.7% | - |
| APLD | US | APPLIED DIGITAL CORP | 15,147,422 | $116M | 1.71% | 10.7% | - |
| CCOI | US | COGENT COMMUNICATIONS HOLDIN | 1,436,855 | $111M | 1.63% | 21.8% | - |
| HCI | US | HCI GROUP INC | 940,000 | $110M | 1.62% | 15.7% | - |
| INSM | US | INSMED INC | 1,525,628 | $105M | 1.56% | 3.6% | - |
| XPO | US | XPO INC | 798,543 | $105M | 1.55% | 3.7% | - |
| WAL | US | WESTERN ALLIANCE BANCORP | 1,249,742 | $104M | 1.54% | 3.7% | - |
| SN | US | SHARKNINJA INC | 1,048,390 | $102M | 1.51% | 30.1% | - |
| COHR | US | COHERENT CORP | 1,046,785 | $99M | 1.46% | -21.2% | - |
| FIX | US | COMFORT SYSTEMS USA INC | 232,053 | $98M | 1.45% | -40.3% | - |
| FLR | US | FLUOR CORP | 1,952,254 | $96M | 1.42% | 58.4% | - |
| VRNS | US | VARONIS SYSTEMS INC | 2,116,882 | $94M | 1.39% | 12.3% | - |
| QTWO | US | Q2 HOLDINGS INC | 931,939 | $94M | 1.38% | -35.5% | - |
| DAVE | US | DAVE INC | 1,068,756 | $93M | 1.37% | 466.0% | - |
| KNF | US | KNIFE RIVER CORP | 906,534 | $92M | 1.36% | 4.3% | - |