Hood River Capital Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Applied Digital Corp	—	$540.36M	22,037,431	5.9%
MASTEC INC	—	$322.50M	1,483,661	3.5%
Dave Inc./DE	—	$247.08M	1,115,931	2.7%
Comfort Systems USA Inc	—	$229.46M	245,857	2.5%
Kratos Defense & Security Solutions Inc	—	$208.41M	2,745,472	2.3%
FirstCash Holdings, Inc.	—	$177.88M	1,116,102	2.0%
Ondas Inc.	—	$169.41M	17,357,213	1.9%
SEMTECH CORP	—	$164.79M	2,236,224	1.8%
XPO Inc	—	$156.15M	1,148,950	1.7%
QXO, Inc.	—	$155.34M	8,052,900	1.7%
Krystal Biotech, Inc.	—	$151.20M	613,302	1.7%
ACI WORLDWIDE, INC.	—	$145.17M	3,036,491	1.6%
MADRIGAL PHARMACEUTICALS, INC.	—	$144.16M	247,560	1.6%
HCI Group Inc.	—	$143.34M	747,783	1.6%
Bloom Energy Corp	—	$135.18M	1,555,734	1.5%
Customers Bancorp, Inc.	—	$126.18M	1,725,701	1.4%
Unity Software Inc.	—	$123.32M	2,792,007	1.4%
AtriCure Inc	—	$122.50M	3,096,611	1.3%
Alignment Healthcare, Inc.	—	$121.93M	6,173,433	1.3%
Life Time Group Holdings, Inc.	—	$116.78M	4,393,585	1.3%
LUMENTUM HLDGS INC	—	$111.73M	303,126	1.2%
INSMED INC	—	$110.96M	637,577	1.2%
Celsius Holdings, Inc.	—	$110.36M	2,412,682	1.2%
CIENA CORP	—	$106.13M	453,779	1.2%
Clearwater Analytics Holdings, Inc.	—	$103.83M	4,304,707	1.1%
Guardant Health, Inc.	—	$99.95M	978,515	1.1%
RadNet, Inc.	—	$99.60M	1,395,891	1.1%
Ollie's Bargain Outlet Holdings, Inc.	—	$99.09M	904,043	1.1%
OSI Systems Inc	—	$96.76M	379,374	1.1%
GRANITE CONSTRUCTION INC	—	$96.49M	836,528	1.1%
BridgeBio Pharma, Inc.	—	$96.01M	1,255,185	1.1%
PEGASYSTEMS INC	—	$94.86M	1,588,403	1.0%
SITIME Corp	—	$94.71M	268,149	1.0%
Karman Holdings Inc.	—	$94.64M	1,293,435	1.0%
Scholar Rock Holding Corp	—	$89.28M	2,026,758	1.0%
APi Group Corp	—	$88.61M	2,315,987	1.0%
Ensign Group Inc/The	—	$85.71M	492,003	0.9%
Praxis Precision Medicines, Inc.	—	$85.32M	289,467	0.9%
TransMedics Group, Inc.	—	$83.98M	690,357	0.9%
Knight-Swift Transportation Holdings Inc.	—	$82.97M	1,587,046	0.9%
Genius Sports Ltd	—	$76.64M	6,954,535	0.8%
PTC Therapeutics Inc	—	$76.19M	1,003,075	0.8%
Globalstar, Inc.GSAT	Common Stock	$75.58M	1,238,132	0.8%
Revolution Medicines, Inc.	—	$75.32M	945,585	0.8%
DENISON MINES CORP.	—	$71.86M	27,013,269	0.8%
East West Bancorp Inc	—	$71.44M	635,682	0.8%
SIGNET JEWELERS LTD	—	$70.47M	850,311	0.8%
Core & Main, Inc.	—	$69.16M	1,330,800	0.8%
MODINE MANUFACTURING CO	—	$68.96M	516,520	0.8%
Rush Street Interactive, Inc.	—	$68.62M	3,531,704	0.8%