Portfolio (Quarterly) Guide ↗

Hood River Capital Management LLC

· CIK 0001578177

13F Portfolio $10.0B AUM 170 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 31 New 97 Added 32 Reduced 39 Exited

Page 1 of 2 · 39 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CIEN	CIENA CORP	Technology	453,779	$106.1M	1.16%	SOLD
2	CWAN	CLEARWATER ANALYTICS HDS-A	Technology	4,304,707	$103.8M	1.14%	SOLD
3	GSAT	GLOBALSTAR	Communication Services	1,238,132	$75.6M	0.83%	SOLD
4	RVMD	REVOLUTION MEDICINES INC	Healthcare	945,585	$75.3M	0.83%	SOLD
5	EWBC	EAST WEST BANCORP INC	Financial Services	635,682	$71.4M	0.78%	SOLD
6	CNM	CORE & MAIN INC-CLASS A	Industrials	1,330,800	$69.2M	0.76%	SOLD
7	EXLS	EXLSERVICE HOLDINGS INC	Technology	1,574,133	$66.8M	0.73%	SOLD
8	MIR	MIRION TECHNOLOGIES INC	Industrials	2,780,137	$65.1M	0.71%	SOLD
9	—	ODDITY TECH LTD-CL A	—	783,730	$31.5M	0.34%	SOLD
10	NCNO	NCINO INC	Technology	1,226,726	$31.5M	0.34%	SOLD
11	QTWO	Q2 HOLDINGS INC	Technology	393,041	$28.4M	0.31%	SOLD
12	CALX	CALIX INC.	Technology	523,261	$27.7M	0.30%	SOLD
13	ACLX	ARCELLX INC	Healthcare	335,500	$21.9M	0.24%	SOLD
14	WAL	WESTERN ALLIANCE BANCORP	Financial Services	246,208	$20.7M	0.23%	SOLD
15	TWLO	TWILIO INC - A	Communication Services	139,174	$19.8M	0.22%	SOLD
16	PAR	PAR TECHNOLOGY CORP/DEL	Technology	526,726	$19.1M	0.21%	SOLD
17	SEM	SELECT MEDICAL HOLDINGS CORP	Healthcare	1,266,887	$18.8M	0.21%	SOLD
18	XZO	EXZEO GROUP INC	Financial Services	442,568	$10.7M	0.12%	SOLD
19	WSM	WILLIAMS SONOMA INC	Consumer Cyclical	52,662	$9.4M	0.10%	SOLD
20	CYTK	CYTOKINETICS INC	Healthcare	137,597	$8.7M	0.10%	SOLD

Page 1 of 2 · 39 positions

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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%