Hood River Capital Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1578177
Institutional-grade research for retail investors

13F Reported Value

$10.0B

Holdings

167

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Hood River Capital Management LLC disclosed 167 positions worth $10.0B in its Form 13F-HR for Q1 2026, led by $APLD (Applied Digital Corp.) at 5.5% of the equity portfolio, followed by $MTZ and $FIX. During the quarter the fund opened 31 new positions and exited 39 — including a new stake in $CAVA and a full exit from $CIEN. The portfolio is most concentrated in Technology (28.6% of disclosed assets). All figures are sourced directly from Hood River Capital Management LLC’s Form 13F-HR filing with the SEC under CIK 1578177.

Sector Allocation

TechnologyHealthcareIndustrialsConsumer DiscretionaryFinancialsEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Hood River Capital Management LLC's 167 positions.

Showing top 10 of 167 holdings.

Sector Allocation

Technology

$2.9B

Healthcare

$2.1B

Industrials

$1.6B

Consumer Discretionary

$1.3B

Financials

$814.9M

Energy

$507.6M

Materials

$371.0M

Communication Services

$196.3M

Full Holdings — Hood River Capital Management LLC (Q1 2026)

All 167 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1APLD$APLDApplied Digital Corp.$547.8M5.5%+5%35.4
2MTZ$MTZMASTEC INC$416.8M4.2%-13%59.7
3FIX$FIXCOMFORT SYSTEMS USA INC$343.9M3.5%+1%79.5
4DOCN$DOCNDigitalOcean Holdings, Inc.$299.1M3.0%+206%73.7
5XPO$XPOXPO, Inc.$225.6M2.3%+1%55.3
6BE$BEBloom Energy Corp$213.6M2.1%+1%54.4
7FCFS$FCFSFirstCash Holdings, Inc.$213.2M2.1%+2%73.8
8DAVE$DAVEDave Inc./DE$199.5M2.0%+3%78.1
9LITE$LITELumentum Holdings Inc.$193.7M1.9%-9%63.4
10KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$191.4M1.9%-1%48
11SMTC$SMTCSEMTECH CORP$175.9M1.8%+2%54.5
12BW$BWBabcock & Wilcox Enterprises, Inc.$170.5M1.7%+9%40
13KRYS$KRYSKrystal Biotech, Inc.$160.1M1.6%+1%75.9
14QXO$QXOQXO, Inc.$158.0M1.6%+1%53.5
15KNX$KNXKnight-Swift Transportation Holdings Inc.$154.1M1.5%+69%49.3
16MDGL$MDGLMADRIGAL PHARMACEUTICALS, INC.$130.6M1.3%+1%25.4
17GH$GHGuardant Health, Inc.$121.0M1.2%+34%36.1
18CUBB$CUBBCustomers Bancorp, Inc.$120.2M1.2%+0%
19LSCC$LSCCLATTICE SEMICONDUCTOR CORP$119.9M1.2%+40%39.2
20PRAX$PRAXPraxis Precision Medicines, Inc.$115.5M1.2%+24%
21PTCT$PTCTPTC THERAPEUTICS, INC.$113.4M1.1%+66%80
22INSM$INSMINSMED Inc$112.6M1.1%+8%29.4
23AAOI$AAOIAPPLIED OPTOELECTRONICS, INC.$107.9M1.1%-0%40.6
24ALHC$ALHCAlignment Healthcare, Inc.$106.7M1.1%-2%63
25GVA$GVAGRANITE CONSTRUCTION INC$106.6M1.1%+6%56.9
26KRMN$KRMNKarman Holdings Inc.$103.2M1.0%-0%56.1
27SRRK$SRRKScholar Rock Holding Corp$100.8M1.0%+1%
28ENSG$ENSGENSIGN GROUP, INC$98.8M1.0%-0%68
29OSIS$OSISOSI SYSTEMS INC$98.8M1.0%-2%64.1
30U$UUnity Software Inc.$98.6M1.0%+61%35.1
31ACIW$ACIWACI WORLDWIDE, INC.$98.1M1.0%-21%65.5
32HCI$HCIHCI Group, Inc.$96.4M1.0%-17%76.8
33CAVA$CAVACAVA GROUP, INC.$95.4M1.0%NEW62.7
34APG$APGAPi Group Corp$95.1M0.9%+1%61.3
35DNN$DNNDENISON MINES CORP.$94.7M0.9%-1%
36BBIO$BBIOBridgeBio Pharma, Inc.$93.9M0.9%+1%31.7
37ONDS$ONDSOndas Inc.$92.8M0.9%-41%31.8
38ATRC$ATRCAtriCure, Inc.$88.9M0.9%+1%47.6
39PTGX$PTGXProtagonist Therapeutics, Inc$87.4M0.9%NEW24.8
40HUT$HUTHut 8 Corp.$86.5M0.9%+77%31.4
41ESE$ESEESCO TECHNOLOGIES INC$85.6M0.9%+1%63
42OLLI$OLLIOllie's Bargain Outlet Holdings, Inc.$80.4M0.8%-3%66.5
43RSI$RSIRush Street Interactive, Inc.$79.4M0.8%+3%64.9
44USAR$USARUSA Rare Earth, Inc.$79.4M0.8%NEW28.1
45RDNT$RDNTRadNet, Inc.$78.9M0.8%+1%51.4
46SIG$SIGSIGNET JEWELERS LTD$71.9M0.7%-0%
47LTH$LTHLife Time Group Holdings, Inc.$70.7M0.7%-40%67.8
48SITM$SITMSITIME Corp$70.0M0.7%-24%44.6
49TMDX$TMDXTransMedics Group, Inc.$69.6M0.7%+1%70.1
50WSBC$WSBCWESBANCO INC$69.5M0.7%+125%
51ARWR$ARWRARROWHEAD PHARMACEUTICALS, INC.$66.2M0.7%NEW74.4
52RXO$RXORXO, Inc.$65.1M0.7%+123%56
53AXSM$AXSMAxsome Therapeutics, Inc.$62.8M0.6%+1%36.6
54RMBS$RMBSRAMBUS INC$62.6M0.6%+3%75.2
55KEX$KEXKIRBY CORP$61.7M0.6%NEW64.1
56FIVE$FIVEFIVE BELOW, INC$61.4M0.6%+1%66.1
57ALM$ALMAlmonty Industries Inc.$61.2M0.6%-19%
58FLS$FLSFLOWSERVE CORP$60.0M0.6%-2%66.2
59UTI$UTIUNIVERSAL TECHNICAL INSTITUTE INC$57.3M0.6%-2%54.5
60FN$FNFabrinet$56.9M0.6%+33%72.4
61VSEC$VSECVSE CORP$56.3M0.6%+304%56.4
62KRUS$KRUSKURA SUSHI USA, INC.$55.6M0.6%+35%41.4
63SNDX$SNDXSyndax Pharmaceuticals Inc$55.0M0.6%+2%30
64NBIX$NBIXNEUROCRINE BIOSCIENCES INC$53.3M0.5%+4%75.4
65LASR$LASRNLIGHT, INC.$52.6M0.5%+15%41.3
66TGTX$TGTXTG THERAPEUTICS, INC.$52.1M0.5%-1%68.4
67ASO$ASOAcademy Sports & Outdoors, Inc.$51.2M0.5%-2%54.2
68PLMR$PLMRPalomar Holdings, Inc.$50.9M0.5%NEW77.5
69TTMI$TTMITTM TECHNOLOGIES INC$50.3M0.5%-19%59
70NUVL$NUVLNuvalent, Inc.$49.2M0.5%+1%
71TCBI$TCBITEXAS CAPITAL BANCSHARES INC/TX$49.0M0.5%NEW
72HASI$HASIHA Sustainable Infrastructure Capital, Inc.$48.7M0.5%+57%50.1
73CELH$CELHCelsius Holdings, Inc.$48.6M0.5%-43%63
74NOG$NOGNORTHERN OIL & GAS, INC.$46.4M0.5%+25%45.3
75XMTR$XMTRXometry, Inc.$45.9M0.5%+44%41.3
76SNDR$SNDRSchneider National, Inc.$45.6M0.5%+68%51.5
77TRNS$TRNSTRANSCAT INC$45.1M0.5%+13%49.5
78LOPE$LOPEGrand Canyon Education, Inc.$44.6M0.5%-16%67.9
79AXON$AXONAXON ENTERPRISE, INC.$43.2M0.4%+36%55.6
80LB$LBLandBridge Co LLC$42.9M0.4%+0%62.6
81KNF$KNFKnife River Corp$41.7M0.4%NEW45.8
82PEGA$PEGAPEGASYSTEMS INC$41.5M0.4%-39%69.6
83LIVN$LIVNLivaNova PLC$40.5M0.4%NEW
84MOD$MODMODINE MANUFACTURING CO$40.3M0.4%-64%48.8
85TILE$TILEINTERFACE INC$40.2M0.4%-2%62.2
86ENOV$ENOVEnovis CORP$40.0M0.4%+1%40.5
87RCAT$RCATRed Cat Holdings, Inc.$39.7M0.4%NEW30
88BB$BBBLACKBERRY Ltd$38.5M0.4%+7%
89CLH$CLHCLEAN HARBORS INC$35.6M0.4%-2%56.3
90BFLY$BFLYButterfly Network, Inc.$34.8M0.3%+24%29.5
91XENERGY REACTOR COMPANY$33.5M0.3%NEW
92CRNX$CRNXCrinetics Pharmaceuticals, Inc.$33.0M0.3%+1%26.5
93GENI$GENIGenius Sports Ltd$32.1M0.3%+4%
94AXTI$AXTIAXT INC$30.0M0.3%-74%30.9
95OKLO$OKLOOklo Inc.$29.2M0.3%NEW
96GFL$GFLGFL Environmental Inc.$28.5M0.3%+17%
97SYM$SYMSymbotic Inc.$27.9M0.3%+16%55.1
98MIRM$MIRMMirum Pharmaceuticals, Inc.$26.4M0.3%+2%32.7
99EXP$EXPEAGLE MATERIALS INC$26.1M0.3%-53%62.7
100TER$TERTERADYNE, INC$26.0M0.3%+16%74.6
101NRG$NRGNRG ENERGY, INC.$25.4M0.3%+15%59.5
102CWH$CWHCamping World Holdings, Inc.$25.2M0.3%+16%45.4
103ATEC$ATECAlphatec Holdings, Inc.$25.0M0.3%+102%37.7
104LPTH$LPTHLIGHTPATH TECHNOLOGIES INC$24.4M0.2%+5%33.2
105UAMY$UAMYUNITED STATES ANTIMONY CORP$24.1M0.2%+15%32.2
106TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$23.0M0.2%+71%47.2
107SLDE$SLDESlide Insurance Holdings, Inc.$22.6M0.2%+17%51.3
108MMED$MMEDMiniMed Group, Inc.$22.5M0.2%NEW
109YSS$YSSYork Space Systems Inc.$21.9M0.2%NEW
110FTAI$FTAIFTAI Aviation Ltd.$21.7M0.2%NEW
111SLNO$SLNOSOLENO THERAPEUTICS INC$20.9M0.2%+1%46.3
112RYTM$RYTMRHYTHM PHARMACEUTICALS, INC.$20.9M0.2%+1%30.3
113SN$SNSharkNinja, Inc.$20.6M0.2%NEW
114AR$ARANTERO RESOURCES Corp$19.6M0.2%+17%80.1
115CRVS$CRVSCorvus Pharmaceuticals, Inc.$19.5M0.2%NEW
116LODE$LODEComstock Inc.$19.2M0.2%+246%23.1
117RKLB$RKLBRocket Lab Corp$18.2M0.2%+17%37.2
118WBI$WBIWaterBridge Infrastructure LLC$16.6M0.2%+2%
119AMPX$AMPXAmprius Technologies, Inc.$16.0M0.2%+17%34.9
120MKSI$MKSIMKS INC$16.0M0.2%+18%59.8
121HIPO$HIPOHippo Holdings Inc.$15.9M0.2%+17%59.1
122LOVE$LOVELovesac Co$14.3M0.1%-2%31.2
123AMSC$AMSCAMERICAN SUPERCONDUCTOR CORP /DE/$13.5M0.1%NEW68.7
124KMTS$KMTSKESTRA MEDICAL TECHNOLOGIES, LTD.$13.1M0.1%+17%30.8
125RL$RLRALPH LAUREN CORP$12.8M0.1%+18%76.6
126BOBS$BOBSBob's Discount Furniture, Inc.$11.1M0.1%NEW
127CW$CWCURTISS WRIGHT CORP$10.7M0.1%+18%70.7
128RDDT$RDDTReddit, Inc.$10.5M0.1%+17%79.3
129DKNG$DKNGDraftKings Inc.$9.8M0.1%+204%54
130MWH$MWHSOLV Energy, Inc.$9.4M0.1%NEW
131URG$URGUR-ENERGY INC$9.3M0.1%NEW24.1
132EKSO BIONICS HOLDINGS INC$8.9M0.1%NEW
133NHC$NHCNATIONAL HEALTHCARE CORP$8.9M0.1%+17%71.2
134VIK$VIKViking Holdings Ltd$8.3M0.1%+17%
135EXE$EXEEXPAND ENERGY Corp$8.3M0.1%+17%83.9
136CARILOHA INC - PROMISSORY NOTE$8.0M0.1%+4%
137OFRM$OFRMOnce Upon a Farm, PBC$6.8M0.1%NEW
138CCJ$CCJCAMECO CORP$6.8M0.1%+19%
139LYTS$LYTSLSI INDUSTRIES INC$5.8M0.1%NEW55.8
140DD$DDDuPont de Nemours, Inc.$5.7M0.1%+16%31.1
141UMAC$UMACUnusual Machines, Inc.$5.6M0.1%-46%48.3
142CIB$CIBGrupo Cibest S.A.$5.0M0.1%+49%
143ESTA$ESTAESTABLISHMENT LABS HOLDINGS INC.$5.0M0.1%+50%26.7
144SSII$SSIISS Innovations International, Inc.$4.2M0.0%NEW30.8
145BAP$BAPCREDICORP LTD$4.0M0.0%+59%
146IREN$IRENIREN Ltd$3.9M0.0%+95%
147SGHC$SGHCSuper Group (SGHC) Ltd$3.9M0.0%NEW
148TSEM$TSEMTOWER SEMICONDUCTOR LTD$3.8M0.0%-95%
149FRPT$FRPTFreshpet, Inc.$3.7M0.0%-88%65.1
150GOOS$GOOSCanada Goose Holdings Inc.$3.4M0.0%NEW
151WRD$WRDWeRide Inc.$3.3M0.0%NEW
152SHAZ$SHAZSharonAI Holdings Inc.$3.1M0.0%NEW
153UUUU$UUUUENERGY FUELS INC$2.7M0.0%+165%27
154TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$2.6M0.0%+1651%
155AZ$AZA2Z CUST2MATE SOLUTIONS CORP.$2.4M0.0%+56%
156MDA$MDAMDA Space Ltd.$2.1M0.0%NEW
157RERE$REREATRenew Inc.$1.9M0.0%NEW
158JMIA$JMIAJumia Technologies AG$1.8M0.0%+130%
159SQNS$SQNSSEQUANS COMMUNICATIONS$1.7M0.0%-9%
160SENS$SENSSenseonics Holdings, Inc.$1.2M0.0%-56%26.7
161BABA$BABAAlibaba Group Holding Ltd$437,2280.0%+1277%
162TIGO$TIGOMILLICOM INTERNATIONAL CELLULAR SA$427,1580.0%NEW
163VALE$VALEVale S.A.$173,5140.0%+739%
164EMBJ$EMBJEMBRAER S.A.$137,4310.0%+1348%
165GDS$GDSGDS Holdings Ltd$92,6670.0%NEW
166BIDU$BIDUBaidu, Inc.$78,8850.0%+1473%
167IMVT$IMVTImmunovant, Inc.$2,4840.0%+0%

New Positions (31)

CAVA$CAVA CAVA GROUP, INC.$95.4M
PTGX$PTGX Protagonist Therapeutics, Inc$87.4M
USAR$USAR USA Rare Earth, Inc.$79.4M
ARWR$ARWR ARROWHEAD PHARMACEUTICALS, INC.$66.2M
KEX$KEX KIRBY CORP$61.7M
PLMR$PLMR Palomar Holdings, Inc.$50.9M
TCBI$TCBI TEXAS CAPITAL BANCSHARES INC/TX$49.0M
KNF$KNF Knife River Corp$41.7M
LIVN$LIVN LivaNova PLC$40.5M
RCAT$RCAT Red Cat Holdings, Inc.$39.7M
XENERGY REACTOR COMPANY$33.5M
OKLO$OKLO Oklo Inc.$29.2M
MMED$MMED MiniMed Group, Inc.$22.5M
YSS$YSS York Space Systems Inc.$21.9M
FTAI$FTAI FTAI Aviation Ltd.$21.7M

Exited Positions (39)

CIEN$CIEN CIENA CORP
CWAN$CWAN Clearwater Analytics Holdings, Inc.
GSAT$GSAT Globalstar, Inc.
RVMD$RVMD Revolution Medicines, Inc.
EWBC$EWBC EAST WEST BANCORP INC
CNM$CNM Core & Main, Inc.
EXLS$EXLS ExlService Holdings, Inc.
MIR$MIR Mirion Technologies, Inc.
ODD$ODD Oddity Tech Ltd
NCNO$NCNO nCino, Inc.
QTWO$QTWO Q2 Holdings, Inc.
CALX$CALX CALIX, INC
ACLX$ACLX Arcellx, Inc.
WAL$WAL WESTERN ALLIANCE BANCORPORATION
TWLO$TWLO TWILIO INC

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