Hood River Capital Management LLC
CIK 1578177 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- ACIW3.22%
- MTZ3.10%
- HCI2.40%
- APLD2.04%
- INSM2.03%
- WAL1.79%
- 6443931001.78%
- KNF1.75%
- VRNA1.66%
- ALHC1.65%
Share classes counted separately21.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ALHCWeight increased · +0.83 pp0.82% → 1.65%Shares +252.92K (+5.11%)
- LITEWeight increased · +0.81 pp0.48% → 1.29%Shares +821.07K (+210.08%)
- MDGLWeight increased · +0.80 pp0.58% → 1.38%Shares +116.16K (+90.86%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ACIWACI WORLDWIDE INCCOMMON STOCKS View history and evidence | $188.86M | 3.22% | 3.45M shares | 2.59% → 3.22%+0.63 pp +77.57K (+2.30%) | Added | ↗▾ |
| 02 | MTZMASTEC INCCOMMON STOCKS View history and evidence | $181.41M | 3.10% | 1.55M shares | 3.08% → 3.10%+0.02 pp +23.28K (+1.52%) | Added | ↗▾ |
| 03 | HCIHCI GROUP INCCOMMON STOCKS View history and evidence | $140.47M | 2.40% | 941.32K shares | 1.62% → 2.40%+0.78 pp +1.32K (+0.14%) | Added | ↗▾ |
| 04 | APLDAPPLIED DIGITAL CORPCOMMON STOCKS View history and evidence | $119.52M | 2.04% | 21.27M shares | 1.71% → 2.04%+0.33 pp +6.12M (+40.40%) | Added | ↗▾ |
| 05 | INSMINSMED INCCOMMON STOCKS View history and evidence | $118.88M | 2.03% | 1.56M shares | 1.56% → 2.03%+0.47 pp +32.66K (+2.14%) | Added | ↗▾ |
| 06 | WALWESTERN ALLIANCE BANCORPCOMMON STOCKS View history and evidence | $105.03M | 1.79% | 1.37M shares | 1.54% → 1.79%+0.25 pp +117.27K (+9.38%) | Added | ↗▾ |
| 07 | 644393100NEW FORTRESS ENERGY INCCOMMON STOCKS View history and evidence | $104.41M | 1.78% | 12.56M shares | 2.29% → 1.78%-0.51 pp +2.31M (+22.55%) | Added | ↗▾ |
| 08 | KNFKNIFE RIVER CORPCOMMON STOCKS View history and evidence | $102.50M | 1.75% | 1.14M shares | 1.36% → 1.75%+0.39 pp +229.69K (+25.34%) | Added | ↗▾ |
| 09 | VRNAVERONA PHARMA PLC - ADRCOMMON STOCKS View history and evidence | $97.29M | 1.66% | 1.53M shares | 1.02% → 1.66%+0.64 pp +47.09K (+3.17%) | Added | ↗▾ |
| 10 | ALHCALIGNMENT HEALTHCARE INCCOMMON STOCKS View history and evidence | $96.93M | 1.65% | 5.21M shares | 0.82% → 1.65%+0.83 pp +252.92K (+5.11%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 46
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DIOD DIODES INC | Non-derivative | -1,168,097 | -$72.04M | SEC filing ↗ | SEC filing ↗ |
| VSXY VICTORIA'S SECRET & CO | Non-derivative | -1,724,125 | -$71.41M | SEC filing ↗ | SEC filing ↗ |
| AXSM AXSOME THERAPEUTICS INC | Non-derivative | -644,785 | -$54.56M | SEC filing ↗ | SEC filing ↗ |
3 / 46 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1578177 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5861178470
}Research all 144 reported holdings.
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