HOOD RIVER CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APLD | 22.04M | $540.36M |
 | ONDS | 17.36M | $169.41M |
 | BB | 11.08M | $42.01M |
 | BW | 10.65M | $67.51M |
 | QXO | 8.05M | $155.34M |
 | GENI | 6.95M | $76.64M |
 | BFLY | 6.95M | $26.43M |
 | ALHC | 6.17M | $121.93M |
 | LTH | 4.39M | $116.78M |
 | CWAN | 4.30M | $103.83M |
 | RSI | 3.53M | $68.62M |
 | CWH | 3.19M | $30.99M |
 | ATRC | 3.10M | $122.50M |
 | ACIW | 3.04M | $145.17M |
 | U | 2.79M | $123.32M |
 | MIR | 2.78M | $65.11M |
 | KTOS | 2.75M | $208.41M |
 | CELH | 2.41M | $110.36M |
 | UAMY | 2.41M | $12.07M |
 | LPTH | 2.33M | $25.12M |
Applied Digital Corporation
APLD
Shares Held
22.04M
Value
$540.36M
Ondas Holdings Inc.
ONDS
Shares Held
17.36M
Value
$169.41M
BlackBerry Limited
BB
Shares Held
11.08M
Value
$42.01M
Babcock & Wilcox Enterprises, Inc.
BW
Shares Held
10.65M
Value
$67.51M
QXO, Inc.
QXO
Shares Held
8.05M
Value
$155.34M
Genius Sports Limited
GENI
Shares Held
6.95M
Value
$76.64M
Butterfly Network, Inc.
BFLY
Shares Held
6.95M
Value
$26.43M
Alignment Healthcare, Inc.
ALHC
Shares Held
6.17M
Value
$121.93M
Life Time Group Holdings, Inc.
LTH
Shares Held
4.39M
Value
$116.78M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
4.30M
Value
$103.83M
Rush Street Interactive, Inc.
RSI
Shares Held
3.53M
Value
$68.62M
Camping World Holdings, Inc.
CWH
Shares Held
3.19M
Value
$30.99M
AtriCure, Inc.
ATRC
Shares Held
3.10M
Value
$122.50M
ACI Worldwide, Inc.
ACIW
Shares Held
3.04M
Value
$145.17M
Unity Software Inc.
U
Shares Held
2.79M
Value
$123.32M
Mirion Technologies, Inc.
MIR
Shares Held
2.78M
Value
$65.11M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
2.75M
Value
$208.41M
Celsius Holdings, Inc.
CELH
Shares Held
2.41M
Value
$110.36M
United States Antimony Corporation
UAMY
Shares Held
2.41M
Value
$12.07M
LightPath Technologies, Inc.
LPTH
Shares Held
2.33M
Value
$25.12M