HOOD RIVER CAPITAL MANAGEMENT L – Q2 2026 PF Holdings AUM: $13.76B NEWLY BOUGHT Top-25: #BAND #AVAV #CELC #CGNX #XE #AXGN #NUAI #WULF #BOOT #CYTK #TYRA #TFII #RVMD #KGS #FRVO #MPWR #ZGN #SIMO #TH #MAMA #MAIR #SUJA #IFS #ELVA #AMBQ INCREASED Top-25: #DOCN #XPO #FCFS #BW #AAOI #KNX #KRYS #KTOS #LSCC #LIVN #GH #CLH #CUBI #RXO #XMTR #PRAX #INSM #U #PTCT #KRMN #RCAT #ALHC #CAVA #RSI #ONDS NO-CHANGE Top-25: #SSII #IMVT REDUCED Top-25: #APLD #MTZ #BE #SMTC #DAVE #LITE #HUT #GVA #ACIW #DNN #QXO #MDGL #SITM #USAR #ATRC #BB #LTH #TTMI #OLLI #FLS #UTI #LASR #HASI #TRNS #ASO SOLD-OFF Top-15: #FIX #HCI #RMBS #CELH #KRUS #PEGA #OKLO #CWH #MOD #ATEC #SYM #EXP #MMED #UAMY #RYTM Positive Returns (YTD): #FIX:+73% #MOD:+45% #RYTM:+10% #HCI:+1% #RMBS:+1% Negative Returns: #ATEC:-51% #PEGA:-41% #OKLO:-40% #CELH:-39% #SYM:-35% #CWH:-33% #UAMY:-9% #KRUS:-4% #EXP:-1% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 2026 net investment value - Returns are presented on a YTD basis