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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UMAC UNUSUAL MACHINES INC /US Financial Services 451,522.0 $5.6M 0.06% -383K -45.9% $12.40 +108.5%
142 GRUPO CIBEST SA-ADR 68,761.0 $5.0M 0.05% +23K +49.4% $72.81
143 ESTA ESTABLISHMENT LABS HOLDINGS Healthcare 87,179.0 $5.0M 0.05% +29K +49.5% $56.78 +31.8%
144 SS INNOVATIONS INTERNATIONAL 833,333.0 $4.2M 0.04% NEW $5.00
145 BAP CREDICORP LTD Financial Services 11,854.0 $4.0M 0.04% +4K +58.9% $339.18 -5.7%
146 IREN IREN LTD Financial Services 114,065.0 $3.9M 0.04% +55K +94.5% $34.28 +72.7%
147 SGHC SUPER GROUP SGHC LTD Consumer Cyclical 360,000.0 $3.9M 0.04% NEW $10.80 +19.2%
148 TSEM TOWER SEMICONDUCTOR LTD Technology 21,659.0 $3.8M 0.04% -372K -94.5% $175.48 +37.9%
149 FRPT FRESHPET INC Consumer Defensive 62,982.0 $3.7M 0.04% -441K -87.5% $58.96 -12.8%
150 GOOS CANADA GOOSE HOLDINGS INC Consumer Cyclical 309,510.0 $3.4M 0.03% NEW $10.97 -9.7%
151 WRD WERIDE INC-ADR Technology 410,998.0 $3.3M 0.03% NEW $8.09 -18.4%
152 SHAZ SHARONAI HOLDINGS INC Technology 137,538.0 $3.1M 0.03% NEW $22.73 +161.6%
153 UUUU ENERGY FUELS INC Energy 148,461.0 $2.7M 0.03% +92K +165.1% $18.25 -16.7%
154 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 7,581.0 $2.6M 0.03% +7K +1650.8% $337.95 +26.3%
155 A2Z CUST2MATE SOLUTIONS CORP 355,459.0 $2.4M 0.02% +128K +56.1% $6.67
156 MDA MDA SPACE LTD Technology 84,687.0 $2.1M 0.02% NEW $25.32 +53.3%
157 RERE ATRENEW INC Consumer Cyclical 405,316.0 $1.9M 0.02% +403K +10000.0% $4.69 -12.2%
158 JMIA JUMIA TECHNOLOGIES AG-ADR Consumer Cyclical 254,782.0 $1.8M 0.02% +144K +130.0% $6.90 -0.6%
159 SEQUANS COMMUNICATIONS-ADR 664,762.0 $1.7M 0.02% -67K -9.1% $2.53
160 SENS SENSEONICS HOLDINGS INC Healthcare 186,426.0 $1.2M 0.01% -235K -55.7% $6.66 +7.1%
Page 8 of 9  ·  167 positions

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%