Portfolio (Quarterly)
Guide ↗
Hood River Capital Management LLC
· CIK 0001578177| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | U | UNITY SOFTWARE INC | Technology | 4,493,753.0 | $98.6M | 0.99% | +1.7M | +61.0% | $21.94 | +31.3% |
| 22 | APG | API GROUP CORP | Industrials | 2,346,561.0 | $95.1M | 0.95% | +31K | +1.3% | $40.52 | +4.1% |
| 23 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 1,265,080.0 | $93.9M | 0.94% | +10K | +0.8% | $74.26 | -9.3% |
| 24 | ATRC | ATRICURE INC | Healthcare | 3,117,545.0 | $88.9M | 0.89% | +21K | +0.7% | $28.53 | -5.7% |
| 25 | — | HUT 8 CORP | — | 1,843,582.0 | $86.5M | 0.87% | +802K | +77.0% | $46.91 | — |
| 26 | ESE | ESCO TECHNOLOGIES INC | Technology | 304,140.0 | $85.6M | 0.86% | +4K | +1.3% | $281.37 | +5.0% |
| 27 | RSI | RUSH STREET INTERACTIVE INC | Consumer Cyclical | 3,651,237.0 | $79.4M | 0.80% | +120K | +3.4% | $21.75 | +20.2% |
| 28 | RDNT | RADNET INC | Healthcare | 1,411,497.0 | $78.9M | 0.79% | +16K | +1.1% | $55.89 | -3.1% |
| 29 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 699,770.0 | $69.6M | 0.70% | +9K | +1.4% | $99.41 | -28.4% |
| 30 | WSBC | WESBANCO INC | Financial Services | 2,013,953.0 | $69.5M | 0.70% | +1.1M | +125.2% | $34.49 | +2.5% |
| 31 | RXO | RXO INC | Industrials | 4,452,216.0 | $65.1M | 0.65% | +2.5M | +123.3% | $14.62 | +92.0% |
| 32 | AXSM | AXSOME THERAPEUTICS INC | Healthcare | 371,503.0 | $62.8M | 0.63% | +5K | +1.4% | $169.02 | +39.1% |
| 33 | RMBS | RAMBUS INC | Technology | 727,494.0 | $62.6M | 0.63% | +19K | +2.6% | $86.03 | +76.7% |
| 34 | FIVE | FIVE BELOW | Consumer Cyclical | 268,808.0 | $61.4M | 0.62% | +2K | +0.9% | $228.48 | -18.4% |
| 35 | FN | FABRINET | Technology | 109,117.0 | $56.9M | 0.57% | +27K | +32.8% | $521.52 | +19.6% |
| 36 | VSEC | VSE CORP | Industrials | 305,287.0 | $56.3M | 0.56% | +230K | +304.1% | $184.40 | -6.9% |
| 37 | KRUS | KURA SUSHI USA INC CLASS A | Consumer Cyclical | 796,393.0 | $55.6M | 0.56% | +207K | +35.1% | $69.79 | -35.9% |
| 38 | SNDX | SYNDAX PHARMACEUTICALS INC | Healthcare | 2,354,285.0 | $55.0M | 0.55% | +38K | +1.6% | $23.36 | -27.4% |
| 39 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 404,393.0 | $53.3M | 0.53% | +15K | +3.9% | $131.74 | +23.8% |
| 40 | LASR | NLIGHT INC | Technology | 922,979.0 | $52.6M | 0.53% | +119K | +14.7% | $57.02 | +17.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
30.0%
Technology
26.5%
Healthcare
21.1%
Financial Services
7.3%
Consumer Cyclical
7.2%
Consumer Defensive
2.6%
Energy
2.1%
Basic Materials
1.9%
Communication Services
0.7%
Utilities
0.6%