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CIK: 0001578177
Total reported value
$13.8B
$13.8B
144 檔
5.7%
According to the latest 13F quarterly dataset, Hood River Capital Management LLC managed an equity portfolio of $13.8B at the end of Q2 2024, spanning 144 distinct U.S. exchange-listed positions.
During Q2 2024, Hood River Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 6.54% | -0.07% | -8.28% | |
| 2 | MTZ | Mastec Inc | Stock-Industrials | 2.65% | -0.64% | +59.77% | |
| 3 | RMBS | Rambus Inc | Stock-Tech | 2.64% | -0.63% | EXIT | |
| 4 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.24% | -3.45% | EXIT | |
| 5 | FORM | Formfactor Inc | Stock-Tech | 2.24% | — | NEW | |
| 6 | CLH | Clean Harbors Inc | Stock-Industrials | 2.23% | +0.72% | +5.14% | |
| 7 | COHR | Coherent CORP | Stock-Tech | 2.16% | — | +114.19% | |
| 8 | KEX | Kirby CORP | Stock-Industrials | 2.02% | -0.13% | +5.68% | |
| 9 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.98% | +0.19% | +5.15% | |
| 10 | ACIW | Aci Worldwide Inc | Stock-Tech | 1.97% | -0.13% | +44.88% | |
| 11 | INSM | Insmed Inc | Stock-Healthcare | 1.83% | -0.31% | +36.66% | |
| 12 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 1.78% | — | -4.55% | |
| 13 | ONTO | Onto Innovation Inc | Stock-Tech | 1.74% | — | -43.08% | |
| 14 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.63% | — | +280.52% | |
| 15 | QTWO | Q2 Holdings Inc | Stock-Tech | 1.58% | — | +5.67% | |
| 16 | CAMT | Camtek Ltd. | Stock-Other | 1.52% | — | -15.40% | |
| 17 | VRNS | Varonis Systems Inc | Stock-Tech | 1.49% | — | -7.07% | |
| 18 | HCI | Hci Group Inc | Stock-Other | 1.47% | -0.97% | EXIT | |
| 19 | RDNT | Radnet Inc | Stock-Healthcare | 1.37% | -0.14% | +5.10% | |
| 20 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.37% | +0.01% | +5.21% | |
| 21 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.36% | — | -50.52% | |
| 22 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.33% | -0.22% | -30.22% | |
| 23 | XPO | Xpo Inc | Stock-Industrials | 1.28% | -0.33% | -23.93% | |
| 24 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.27% | — | +59.23% | |
| 25 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.26% | -0.16% | +5.20% | |
| 26 | EXP | Eagle Materials Inc | Stock-Materials | 1.20% | -0.26% | EXIT | |
| 27 | APLD | Applied Digital CORP | Stock-Tech | 1.18% | +0.60% | +8.74% | |
| 28 | 2655787D | Blueprint Medicines CORP | Stock-Other | 1.12% | — | +6.95% | |
| 29 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.12% | -0.79% | +5.47% | |
| 30 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.11% | +0.11% | +16.01% | |
| 31 | KNF | Knife River CORP | Stock-Materials | 1.11% | -0.10% | +5.28% | |
| 32 | DNN | Denison Mines CORP | Stock-Other | 1.04% | -0.36% | +9.25% | |
| 33 | SG | Sweetgreen Inc - Class A | Stock-Other | 1.03% | — | +42.60% | |
| 34 | CCOI | Cogent Communications Holdin | Stock-Other | 1.02% | — | +18.86% | |
| 35 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 1.01% | — | +32.94% | |
| 36 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.99% | — | +77.19% | |
| 37 | FLR | Fluor CORP | Stock-Industrials | 0.99% | — | — | |
| 38 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.92% | +0.08% | +5.44% | |
| 39 | OSIS | Osi Systems Inc | Stock-Tech | 0.90% | -0.33% | +10.64% | |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 0.90% | — | — | |
| 41 | APG | Api Group CORP | Stock-Industrials | 0.89% | -0.17% | +3.97% | |
| 42 | RXO | Rxo Inc | Stock-Other | 0.89% | +0.65% | -8.72% | |
| 43 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 0.89% | — | +7.19% | |
| 44 | ICHR | Ichor Holdings, Ltd. | Stock-Other | 0.89% | — | +15.77% | |
| 45 | ASPN | Aspen Aerogels Inc | Stock-Other | 0.87% | — | -46.90% | |
| 46 | AMSC | American Superconductor CORP | Stock-Other | 0.84% | -0.14% | EXIT | |
| 47 | ATRC | Atricure Inc | Stock-Other | 0.84% | -0.30% | — | |
| 48 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.83% | +0.29% | NEW | |
| 49 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 0.78% | — | +6.35% | |
| 50 | GLBE | Global-E Online Ltd. | Stock-Other | 0.75% | — | — |
According to official SEC Form 13F filings, Hood River Capital Management LLC reported a total U.S. public equity portfolio value of $13.8B across 144 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTAI, MTZ, RMBS) accounted for 5.7% of total reported equity market value during Q2 2024.
During Q2 2024, Hood River Capital Management LLC's top holdings by market value included FTAI (6.5%)、MTZ (2.6%)、RMBS (2.6%). The largest single position, FTAI, represented 6.5% of total portfolio value.
In Q2 2024, Hood River Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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