Hood River Capital Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Exzeo Group, Inc.XZO	Common Stock	$10.73M	442,568	0.1%
Ralph Lauren Corp	—	$11.17M	31,594	0.1%
UNITED STATES ANTIMONY CORP	—	$12.07M	2,405,272	0.1%
WaterBridge Infrastructure LLC	—	$12.17M	608,391	0.1%
VSE CORP	—	$13.05M	75,554	0.1%
ANTERO RESOURCES Corp	—	$13.60M	394,760	0.1%
Lovesac Co	—	$14.57M	987,744	0.2%
TERADYNE, INC	—	$14.69M	75,898	0.2%
KESTRA MEDICAL TECHNOLOGIES	—	$14.86M	560,457	0.2%
Reddit, Inc.	—	$15.24M	66,296	0.2%
Hippo Holdings Inc.HIPO	Common Stock	$15.59M	518,376	0.2%
Rocket Lab CorpRKLB	Common Stock	$16.89M	242,124	0.2%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$17.38M	67,886	0.2%
Select Medical Holdings Corp	—	$18.81M	1,266,887	0.2%
PAR TECHNOLOGY CORP	—	$19.11M	526,726	0.2%
TWILIO INC	—	$19.80M	139,174	0.2%
Western Alliance Bancorp	—	$20.70M	246,208	0.2%
Slide Insurance Holdings, Inc.SLDE	Common Stock	$20.87M	1,071,513	0.2%
Arcellx, Inc.	—	$21.87M	335,500	0.2%
Mirum Pharmaceuticals, Inc.	—	$22.12M	280,028	0.2%
NRG Energy Inc	—	$23.94M	150,321	0.3%
Alphatec Holdings, Inc.ATEC	Common Stock	$23.95M	1,138,350	0.3%
LIGHTPATH TECHNOLOGIES INCLPTH	Common Stock	$25.12M	2,325,938	0.3%
GFL ENVIRONMENTAL INC-SUB VT	—	$25.14M	585,346	0.3%
RXO, Inc.	—	$25.20M	1,993,491	0.3%
RHYTHM PHARMACEUTICALS, INC.	—	$25.37M	237,043	0.3%
Butterfly Network, Inc.	—	$26.43M	6,954,486	0.3%
HA Sustainable Infrastructure Capital, Inc.	—	$26.57M	845,496	0.3%
Symbotic Inc.	—	$27.01M	453,992	0.3%
Schneider National, Inc.SNDR	Common Stock	$27.24M	1,026,734	0.3%
Northern Oil & Gas Inc	—	$27.27M	1,270,371	0.3%
CALIX, INC	—	$27.70M	523,261	0.3%
Q2 Holdings, Inc.	—	$28.36M	393,041	0.3%
SOLENO THERAPEUTICS, INC.	—	$28.61M	618,005	0.3%
CLEAN HARBORS INC	—	$29.72M	126,765	0.3%
WESBANCO INC	—	$29.73M	894,431	0.3%
NLIGHT, INC.	—	$30.18M	804,457	0.3%
LandBridge Co LLCLB	Common Stock	$30.43M	621,071	0.3%
Freshpet, Inc.	—	$30.73M	504,276	0.3%
Kura Sushi USA, Inc.	—	$30.85M	589,511	0.3%
TRANSCAT INC	—	$30.96M	545,816	0.3%
Camping World Holdings, Inc.	—	$30.99M	3,185,403	0.3%
nCino Inc.	—	$31.45M	1,226,726	0.3%
Oddity Tech Ltd	—	$31.49M	783,730	0.3%
AXT INC	—	$32.90M	2,012,228	0.4%
Fabrinet	—	$37.40M	82,157	0.4%
Crinetics Pharmaceuticals, Inc.	—	$41.77M	897,403	0.5%
BLACKBERRY LTD	—	$42.01M	11,084,465	0.5%
UNIVERSAL TECHNICAL INSTITUTE INC	—	$42.29M	1,618,453	0.5%
Axon Enterprise Inc	—	$42.44M	74,733	0.5%