Hood River Capital Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
RXO, Inc.	—	$25.20M	1,993,491	0.3%
GFL ENVIRONMENTAL INC-SUB VT	—	$25.14M	585,346	0.3%
LIGHTPATH TECHNOLOGIES INCLPTH	Common Stock	$25.12M	2,325,938	0.3%
Alphatec Holdings, Inc.ATEC	Common Stock	$23.95M	1,138,350	0.3%
NRG Energy Inc	—	$23.94M	150,321	0.3%
Mirum Pharmaceuticals, Inc.	—	$22.12M	280,028	0.2%
Arcellx, Inc.	—	$21.87M	335,500	0.2%
Slide Insurance Holdings, Inc.SLDE	Common Stock	$20.87M	1,071,513	0.2%
Western Alliance Bancorp	—	$20.70M	246,208	0.2%
TWILIO INC	—	$19.80M	139,174	0.2%
PAR TECHNOLOGY CORP	—	$19.11M	526,726	0.2%
Select Medical Holdings Corp	—	$18.81M	1,266,887	0.2%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$17.38M	67,886	0.2%
Rocket Lab CorpRKLB	Common Stock	$16.89M	242,124	0.2%
Hippo Holdings Inc.HIPO	Common Stock	$15.59M	518,376	0.2%
Reddit, Inc.	—	$15.24M	66,296	0.2%
KESTRA MEDICAL TECHNOLOGIES	—	$14.86M	560,457	0.2%
TERADYNE, INC	—	$14.69M	75,898	0.2%
Lovesac Co	—	$14.57M	987,744	0.2%
ANTERO RESOURCES Corp	—	$13.60M	394,760	0.1%
VSE CORP	—	$13.05M	75,554	0.1%
WaterBridge Infrastructure LLC	—	$12.17M	608,391	0.1%
UNITED STATES ANTIMONY CORP	—	$12.07M	2,405,272	0.1%
Ralph Lauren Corp	—	$11.17M	31,594	0.1%
Exzeo Group, Inc.XZO	Common Stock	$10.73M	442,568	0.1%
Unusual Machines, Inc.UMAC	Common Stock	$10.63M	834,250	0.1%
MKS Inc	—	$9.41M	58,878	0.1%
WILLIAMS SONOMA INC	—	$9.40M	52,662	0.1%
Cytokinetics Inc	—	$8.74M	137,597	0.1%
COHERENT CORP	—	$8.52M	46,186	0.1%
CARILOHA INC - PROMISSORY NOTE	—	$7.72M	7,715,762	0.1%
SoFi Technologies, Inc.	—	$7.64M	291,690	0.1%
CURTISS WRIGHT CORP	—	$7.34M	13,309	0.1%
EXPAND ENERGY Corp	—	$7.10M	64,310	0.1%
AMER SPORTS INC	—	$6.87M	184,045	0.1%
VIKING HOLDINGS LTD	—	$6.86M	96,056	0.1%
Comstock Inc.	—	$6.83M	1,815,267	0.1%
Okta, Inc.	—	$6.74M	77,959	0.1%
National HealthCare Corp	—	$6.56M	47,856	0.1%
Intuitive Machines, Inc.	—	$6.54M	402,922	0.1%
Amprius Technologies, Inc.	—	$6.39M	809,744	0.1%
VISTEON CORP	—	$5.72M	60,161	0.1%
DraftKings Inc.	—	$5.14M	149,220	0.1%
CAMECO CORP	—	$4.82M	52,640	0.1%
Qnity Electronics, Inc.	—	$4.38M	53,603	0.0%
DuPont de Nemours, Inc.	—	$4.31M	107,214	0.0%
ESTABLISHMENT LABS HOLDINGS INC.	—	$4.25M	58,309	0.0%
Red Violet, Inc.	—	$3.96M	69,465	0.0%
SEQUANS COMMUNICATIONS SA	—	$3.28M	731,540	0.0%
Build-a-Bear Workshop, Inc.	—	$3.23M	52,689	0.0%