Titelia

Holdings of Hood River Capital Management LLC

141 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Industrials 13.5 %
  • Technology 3.8 %
  • Health care 1.2 %
  • Utilities 0.3 %
  • Communication 0.2 %
  • Energy 0.1 %
  • Unattributed 80.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.0 %
  • KY 0.0 %
  • DE 0.0 %
  • FR 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1359.4B $99.91 %
2TW12.6M $0.03 %
3KY22M $0.02 %
4DE11.8M $0.02 %
5FR11.7M $0.02 %
6BR1173.5K $0.00 %

Positions

RankCompanySharesValueWeight
1Applied Digital Corp 23,075,612547.8M $
2MasTec Inc 1,295,385416.8M $
3Comfort Systems USA Inc 249,385343.9M $
4DigitalOcean Holdings Inc 3,487,118299.1M $
5XPO Inc 1,159,830225.6M $
6Bloom Energy Corp 1,576,258213.6M $
7FirstCash Holdings Inc 1,133,915213.2M $
8Dave Inc 1,145,901199.5M $
9Lumentum Holdings Inc 275,623193.7M $
10Kratos Defense & Security Solutions, Inc. 2,714,571191.4M $
11Semtech Corp 2,287,529175.9M $
12Babcock & Wilcox Enterprises Inc 11,603,688170.5M $
13Krystal Biotech Inc 619,586160.1M $
14QXO Inc 8,136,061158M $
15Knight-Swift Transportation Holdings Inc 2,676,956154.1M $
16Madrigal Pharmaceuticals Inc 249,511130.6M $
17Guardant Health Inc 1,310,065121M $
18Customers Bancorp Inc 1,731,310120.2M $
19Lattice Semiconductor Corp 1,293,092119.9M $
20Praxis Precision Medicines Inc 358,618115.5M $
21PTC Therapeutics Inc 1,664,559113.4M $
22Insmed Inc 688,554112.6M $
23Applied Optoelectronics Inc 1,275,519107.9M $
24Alignment Healthcare Inc 6,054,477106.7M $
25Granite Construction Inc 889,492106.6M $
26Karman Holdings Inc 1,288,784103.2M $
27Scholar Rock Holding Corp 2,049,679100.8M $
28Ensign Group Inc/The 490,42698.8M $
29OSI Systems Inc 372,07498.8M $
30Unity Software Inc 4,493,75398.6M $
31ACI Worldwide Inc 2,391,31998.1M $
32HCI Group Inc 623,80196.4M $
33Cava Group Inc 1,179,44195.4M $
34API Group Corp 2,346,56195.1M $
35Bridgebio Pharma Inc 1,265,08093.9M $
36Ondas Inc 10,261,81192.8M $
37AtriCure Inc 3,117,54588.9M $
38Protagonist Therapeutics Inc 829,28587.4M $
39Hut 8 Corp 1,843,58286.5M $
40ESCO Technologies Inc 304,14085.6M $
41Ollie's Bargain Outlet Holdings Inc 873,92280.4M $
42Rush Street Interactive Inc 3,651,23779.4M $
43USA Rare Earth Inc 4,242,94179.4M $
44RadNet Inc 1,411,49778.9M $
45Life Time Group Holdings Inc 2,624,49070.7M $
46SiTime Corp 202,75070M $
47TransMedics Group Inc 699,77069.6M $
48WesBanco Inc 2,013,95369.5M $
49Arrowhead Pharmaceuticals Inc 1,056,53466.2M $
50RXO Inc 4,452,21665.1M $
51Axsome Therapeutics Inc 371,50362.8M $
52Rambus Inc 727,49462.6M $
53Kirby Corp 464,32261.7M $
54Five Below Inc 268,80861.4M $
55Flowserve Corp 815,79860M $
56Universal Technical Institute Inc 1,586,18857.3M $
57VSE Corp 305,28756.3M $
58Kura Sushi USA Inc 796,39355.6M $
59Syndax Pharmaceuticals Inc 2,354,28555M $
60Neurocrine Biosciences Inc 404,39353.3M $
61nLight Inc 922,97952.6M $
62TG Therapeutics Inc 1,569,17152.1M $
63Academy Sports & Outdoors Inc 907,18751.2M $
64Palomar Holdings Inc 426,04650.9M $
65TTM Technologies Inc 516,43150.3M $
66Nuvalent Inc 479,99849.2M $
67Texas Capital Bancshares Inc 516,96649M $
68HA Sustainable Infrastructure Capital Inc 1,323,91048.7M $
69Celsius Holdings Inc 1,370,56148.6M $
70Northern Oil & Gas Inc 1,586,59946.4M $
71Xometry Inc 1,124,73345.9M $
72Schneider National Inc 1,728,59745.6M $
73Transcat Inc 614,55445.1M $
74Grand Canyon Education Inc 262,55744.6M $
75Axon Enterprise Inc 101,76243.2M $
76Landbridge Co LLC 621,07542.9M $
77Knife River Corp 510,62241.7M $
78Pegasystems Inc 975,62141.5M $
79Modine Manufacturing Co 185,81840.3M $
80Interface Inc 1,612,08740.2M $
81Enovis Corp 1,756,66940M $
82Red Cat Holdings Inc 3,033,00539.7M $
83Clean Harbors Inc 124,27535.6M $
84Butterfly Network Inc 8,620,84834.8M $
85Crinetics Pharmaceuticals Inc 907,41233M $
86AXT Inc 526,66330M $
87Oklo Inc 589,29429.2M $
88Symbotic Inc 524,41527.9M $
89Mirum Pharmaceuticals Inc 285,38426.4M $
90Eagle Materials Inc 137,84026.1M $
91Teradyne Inc 87,77026M $
92NRG Energy Inc 173,47125.4M $
93Camping World Holdings Inc 3,695,04625.2M $
94Alphatec Holdings Inc 2,300,89925M $
95LightPath Technologies Inc 2,435,76324.4M $
96United States Antimony Corp 2,759,37624.1M $
97Take-Two Interactive Software Inc 116,23323M $
98Slide Insurance Holdings Inc 1,252,99022.6M $
99MiniMed Group Inc 1,505,77822.5M $
100York Space Systems Inc 988,51021.9M $