Hood River Capital Management LLC
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.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 35.4#2,146
Quality
$547.8M23,075,612 sh - 59.7#906
Quality
$416.8M1,295,385 sh - 79.5#52
Quality
$343.9M249,385 sh - 73.7
Quality
$299.1M3,487,118 sh - 55.3
Quality
$225.6M1,159,830 sh - 54.4
Quality
$213.6M1,576,258 sh - 73.8
Quality
$213.2M1,133,915 sh - 78.1
Quality
$199.5M1,145,901 sh - 63.4
Quality
$193.7M275,623 sh - 48.0
Quality
$191.4M2,714,571 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 35.4#2,146 | $547.8M | 23,075,612 | |
| 59.7#906 | $416.8M | 1,295,385 | |
| 79.5#52 | $343.9M | 249,385 | |
| 73.7 | $299.1M | 3,487,118 | |
| 55.3 | $225.6M | 1,159,830 | |
| 54.4 | $213.6M | 1,576,258 | |
| 73.8 | $213.2M | 1,133,915 | |
| 78.1 | $199.5M | 1,145,901 | |
| 63.4 | $193.7M | 275,623 | |
| 48.0 | $191.4M | 2,714,571 |
Unlock AI quality scores for every holding
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.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Applied Digital Corp. | $547.8M | 5.5% | +5% | 35.4 | |
| 2 | MASTEC INC | $416.8M | 4.2% | -13% | 59.7 | |
| 3 | COMFORT SYSTEMS USA INC | $343.9M | 3.5% | +1% | 79.5 | |
| 4 | DigitalOcean Holdings, Inc. | $299.1M | 3.0% | +206% | 73.7 | |
| 5 | XPO, Inc. | $225.6M | 2.3% | +1% | 55.3 | |
| 6 | Bloom Energy Corp | $213.6M | 2.1% | +1% | 54.4 | |
| 7 | FirstCash Holdings, Inc. | $213.2M | 2.1% | +2% | 73.8 | |
| 8 | Dave Inc./DE | $199.5M | 2.0% | +3% | 78.1 | |
| 9 | Lumentum Holdings Inc. | $193.7M | 1.9% | -9% | 63.4 | |
| 10 | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $191.4M | 1.9% | -1% | 48 | |
| 11 | SEMTECH CORP | $175.9M | 1.8% | +2% | 54.5 | |
| 12 | Babcock & Wilcox Enterprises, Inc. | $170.5M | 1.7% | +9% | 40 | |
| 13 | Krystal Biotech, Inc. | $160.1M | 1.6% | +1% | 75.9 | |
| 14 | QXO, Inc. | $158.0M | 1.6% | +1% | 53.5 | |
| 15 | Knight-Swift Transportation Holdings Inc. | $154.1M | 1.5% | +69% | 49.3 | |
| 16 | MADRIGAL PHARMACEUTICALS, INC. | $130.6M | 1.3% | +1% | 25.4 | |
| 17 | Guardant Health, Inc. | $121.0M | 1.2% | +34% | 36.1 | |
| 18 | Customers Bancorp, Inc. | $120.2M | 1.2% | +0% | — | |
| 19 | LATTICE SEMICONDUCTOR CORP | $119.9M | 1.2% | +40% | 39.2 | |
| 20 | Praxis Precision Medicines, Inc. | $115.5M | 1.2% | +24% | — | |
| 21 | PTC THERAPEUTICS, INC. | $113.4M | 1.1% | +66% | 80 | |
| 22 | INSMED Inc | $112.6M | 1.1% | +8% | 29.4 | |
| 23 | APPLIED OPTOELECTRONICS, INC. | $107.9M | 1.1% | -0% | 40.6 | |
| 24 | Alignment Healthcare, Inc. | $106.7M | 1.1% | -2% | 63 | |
| 25 | GRANITE CONSTRUCTION INC | $106.6M | 1.1% | +6% | 56.9 | |
| 26 | Karman Holdings Inc. | $103.2M | 1.0% | -0% | 56.1 | |
| 27 | Scholar Rock Holding Corp | $100.8M | 1.0% | +1% | — | |
| 28 | ENSIGN GROUP, INC | $98.8M | 1.0% | -0% | 68 | |
| 29 | OSI SYSTEMS INC | $98.8M | 1.0% | -2% | 64.1 | |
| 30 | Unity Software Inc. | $98.6M | 1.0% | +61% | 35.1 | |
| 31 | ACI WORLDWIDE, INC. | $98.1M | 1.0% | -21% | 65.5 | |
| 32 | HCI Group, Inc. | $96.4M | 1.0% | -17% | 76.8 | |
| 33 | CAVA GROUP, INC. | $95.4M | 1.0% | NEW | 62.7 | |
| 34 | APi Group Corp | $95.1M | 0.9% | +1% | 61.3 | |
| 35 | DENISON MINES CORP. | $94.7M | 0.9% | -1% | — | |
| 36 | BridgeBio Pharma, Inc. | $93.9M | 0.9% | +1% | 31.7 | |
| 37 | Ondas Inc. | $92.8M | 0.9% | -41% | 31.8 | |
| 38 | AtriCure, Inc. | $88.9M | 0.9% | +1% | 47.6 | |
| 39 | Protagonist Therapeutics, Inc | $87.4M | 0.9% | NEW | 24.8 | |
| 40 | Hut 8 Corp. | $86.5M | 0.9% | +77% | 31.4 | |
| 41 | ESCO TECHNOLOGIES INC | $85.6M | 0.9% | +1% | 63 | |
| 42 | Ollie's Bargain Outlet Holdings, Inc. | $80.4M | 0.8% | -3% | 66.5 | |
| 43 | Rush Street Interactive, Inc. | $79.4M | 0.8% | +3% | 64.9 | |
| 44 | USA Rare Earth, Inc. | $79.4M | 0.8% | NEW | 28.1 | |
| 45 | RadNet, Inc. | $78.9M | 0.8% | +1% | 51.4 | |
| 46 | SIGNET JEWELERS LTD | $71.9M | 0.7% | -0% | — | |
| 47 | Life Time Group Holdings, Inc. | $70.7M | 0.7% | -40% | 67.8 | |
| 48 | SITIME Corp | $70.0M | 0.7% | -24% | 44.6 | |
| 49 | TransMedics Group, Inc. | $69.6M | 0.7% | +1% | 70.1 | |
| 50 | WESBANCO INC | $69.5M | 0.7% | +125% | — | |
| 51 | ARROWHEAD PHARMACEUTICALS, INC. | $66.2M | 0.7% | NEW | 74.4 | |
| 52 | RXO, Inc. | $65.1M | 0.7% | +123% | 56 | |
| 53 | Axsome Therapeutics, Inc. | $62.8M | 0.6% | +1% | 36.6 | |
| 54 | RAMBUS INC | $62.6M | 0.6% | +3% | 75.2 | |
| 55 | KIRBY CORP | $61.7M | 0.6% | NEW | 64.1 | |
| 56 | FIVE BELOW, INC | $61.4M | 0.6% | +1% | 66.1 | |
| 57 | Almonty Industries Inc. | $61.2M | 0.6% | -19% | — | |
| 58 | FLOWSERVE CORP | $60.0M | 0.6% | -2% | 66.2 | |
| 59 | UNIVERSAL TECHNICAL INSTITUTE INC | $57.3M | 0.6% | -2% | 54.5 | |
| 60 | Fabrinet | $56.9M | 0.6% | +33% | 72.4 | |
| 61 | VSE CORP | $56.3M | 0.6% | +304% | 56.4 | |
| 62 | KURA SUSHI USA, INC. | $55.6M | 0.6% | +35% | 41.4 | |
| 63 | Syndax Pharmaceuticals Inc | $55.0M | 0.6% | +2% | 30 | |
| 64 | NEUROCRINE BIOSCIENCES INC | $53.3M | 0.5% | +4% | 75.4 | |
| 65 | NLIGHT, INC. | $52.6M | 0.5% | +15% | 41.3 | |
| 66 | TG THERAPEUTICS, INC. | $52.1M | 0.5% | -1% | 68.4 | |
| 67 | Academy Sports & Outdoors, Inc. | $51.2M | 0.5% | -2% | 54.2 | |
| 68 | Palomar Holdings, Inc. | $50.9M | 0.5% | NEW | 77.5 | |
| 69 | TTM TECHNOLOGIES INC | $50.3M | 0.5% | -19% | 59 | |
| 70 | Nuvalent, Inc. | $49.2M | 0.5% | +1% | — | |
| 71 | TEXAS CAPITAL BANCSHARES INC/TX | $49.0M | 0.5% | NEW | — | |
| 72 | HA Sustainable Infrastructure Capital, Inc. | $48.7M | 0.5% | +57% | 50.1 | |
| 73 | Celsius Holdings, Inc. | $48.6M | 0.5% | -43% | 63 | |
| 74 | NORTHERN OIL & GAS, INC. | $46.4M | 0.5% | +25% | 45.3 | |
| 75 | Xometry, Inc. | $45.9M | 0.5% | +44% | 41.3 | |
| 76 | Schneider National, Inc. | $45.6M | 0.5% | +68% | 51.5 | |
| 77 | TRANSCAT INC | $45.1M | 0.5% | +13% | 49.5 | |
| 78 | Grand Canyon Education, Inc. | $44.6M | 0.5% | -16% | 67.9 | |
| 79 | AXON ENTERPRISE, INC. | $43.2M | 0.4% | +36% | 55.6 | |
| 80 | LandBridge Co LLC | $42.9M | 0.4% | +0% | 62.6 | |
| 81 | Knife River Corp | $41.7M | 0.4% | NEW | 45.8 | |
| 82 | PEGASYSTEMS INC | $41.5M | 0.4% | -39% | 69.6 | |
| 83 | LivaNova PLC | $40.5M | 0.4% | NEW | — | |
| 84 | MODINE MANUFACTURING CO | $40.3M | 0.4% | -64% | 48.8 | |
| 85 | INTERFACE INC | $40.2M | 0.4% | -2% | 62.2 | |
| 86 | Enovis CORP | $40.0M | 0.4% | +1% | 40.5 | |
| 87 | Red Cat Holdings, Inc. | $39.7M | 0.4% | NEW | 30 | |
| 88 | BLACKBERRY Ltd | $38.5M | 0.4% | +7% | — | |
| 89 | CLEAN HARBORS INC | $35.6M | 0.4% | -2% | 56.3 | |
| 90 | Butterfly Network, Inc. | $34.8M | 0.3% | +24% | 29.5 | |
| 91 | — | XENERGY REACTOR COMPANY | $33.5M | 0.3% | NEW | — |
| 92 | Crinetics Pharmaceuticals, Inc. | $33.0M | 0.3% | +1% | 26.5 | |
| 93 | Genius Sports Ltd | $32.1M | 0.3% | +4% | — | |
| 94 | AXT INC | $30.0M | 0.3% | -74% | 30.9 | |
| 95 | Oklo Inc. | $29.2M | 0.3% | NEW | — | |
| 96 | GFL Environmental Inc. | $28.5M | 0.3% | +17% | — | |
| 97 | Symbotic Inc. | $27.9M | 0.3% | +16% | 55.1 | |
| 98 | Mirum Pharmaceuticals, Inc. | $26.4M | 0.3% | +2% | 32.7 | |
| 99 | EAGLE MATERIALS INC | $26.1M | 0.3% | -53% | 62.7 | |
| 100 | TERADYNE, INC | $26.0M | 0.3% | +16% | 74.6 | |
| 101 | NRG ENERGY, INC. | $25.4M | 0.3% | +15% | 59.5 | |
| 102 | Camping World Holdings, Inc. | $25.2M | 0.3% | +16% | 45.4 | |
| 103 | Alphatec Holdings, Inc. | $25.0M | 0.3% | +102% | 37.7 | |
| 104 | LIGHTPATH TECHNOLOGIES INC | $24.4M | 0.2% | +5% | 33.2 | |
| 105 | UNITED STATES ANTIMONY CORP | $24.1M | 0.2% | +15% | 32.2 | |
| 106 | TAKE TWO INTERACTIVE SOFTWARE INC | $23.0M | 0.2% | +71% | 47.2 | |
| 107 | Slide Insurance Holdings, Inc. | $22.6M | 0.2% | +17% | 51.3 | |
| 108 | MiniMed Group, Inc. | $22.5M | 0.2% | NEW | — | |
| 109 | York Space Systems Inc. | $21.9M | 0.2% | NEW | — | |
| 110 | FTAI Aviation Ltd. | $21.7M | 0.2% | NEW | — | |
| 111 | SOLENO THERAPEUTICS INC | $20.9M | 0.2% | +1% | 46.3 | |
| 112 | RHYTHM PHARMACEUTICALS, INC. | $20.9M | 0.2% | +1% | 30.3 | |
| 113 | SharkNinja, Inc. | $20.6M | 0.2% | NEW | — | |
| 114 | ANTERO RESOURCES Corp | $19.6M | 0.2% | +17% | 80.1 | |
| 115 | Corvus Pharmaceuticals, Inc. | $19.5M | 0.2% | NEW | — | |
| 116 | Comstock Inc. | $19.2M | 0.2% | +246% | 23.1 | |
| 117 | Rocket Lab Corp | $18.2M | 0.2% | +17% | 37.2 | |
| 118 | WaterBridge Infrastructure LLC | $16.6M | 0.2% | +2% | — | |
| 119 | Amprius Technologies, Inc. | $16.0M | 0.2% | +17% | 34.9 | |
| 120 | MKS INC | $16.0M | 0.2% | +18% | 59.8 | |
| 121 | Hippo Holdings Inc. | $15.9M | 0.2% | +17% | 59.1 | |
| 122 | Lovesac Co | $14.3M | 0.1% | -2% | 31.2 | |
| 123 | AMERICAN SUPERCONDUCTOR CORP /DE/ | $13.5M | 0.1% | NEW | 68.7 | |
| 124 | KESTRA MEDICAL TECHNOLOGIES, LTD. | $13.1M | 0.1% | +17% | 30.8 | |
| 125 | RALPH LAUREN CORP | $12.8M | 0.1% | +18% | 76.6 | |
| 126 | Bob's Discount Furniture, Inc. | $11.1M | 0.1% | NEW | — | |
| 127 | CURTISS WRIGHT CORP | $10.7M | 0.1% | +18% | 70.7 | |
| 128 | Reddit, Inc. | $10.5M | 0.1% | +17% | 79.3 | |
| 129 | DraftKings Inc. | $9.8M | 0.1% | +204% | 54 | |
| 130 | SOLV Energy, Inc. | $9.4M | 0.1% | NEW | — | |
| 131 | UR-ENERGY INC | $9.3M | 0.1% | NEW | 24.1 | |
| 132 | — | EKSO BIONICS HOLDINGS INC | $8.9M | 0.1% | NEW | — |
| 133 | NATIONAL HEALTHCARE CORP | $8.9M | 0.1% | +17% | 71.2 | |
| 134 | Viking Holdings Ltd | $8.3M | 0.1% | +17% | — | |
| 135 | EXPAND ENERGY Corp | $8.3M | 0.1% | +17% | 83.9 | |
| 136 | — | CARILOHA INC - PROMISSORY NOTE | $8.0M | 0.1% | +4% | — |
| 137 | Once Upon a Farm, PBC | $6.8M | 0.1% | NEW | — | |
| 138 | CAMECO CORP | $6.8M | 0.1% | +19% | — | |
| 139 | LSI INDUSTRIES INC | $5.8M | 0.1% | NEW | 55.8 | |
| 140 | DuPont de Nemours, Inc. | $5.7M | 0.1% | +16% | 31.1 | |
| 141 | Unusual Machines, Inc. | $5.6M | 0.1% | -46% | 48.3 | |
| 142 | Grupo Cibest S.A. | $5.0M | 0.1% | +49% | — | |
| 143 | ESTABLISHMENT LABS HOLDINGS INC. | $5.0M | 0.1% | +50% | 26.7 | |
| 144 | SS Innovations International, Inc. | $4.2M | 0.0% | NEW | 30.8 | |
| 145 | CREDICORP LTD | $4.0M | 0.0% | +59% | — | |
| 146 | IREN Ltd | $3.9M | 0.0% | +95% | — | |
| 147 | Super Group (SGHC) Ltd | $3.9M | 0.0% | NEW | — | |
| 148 | TOWER SEMICONDUCTOR LTD | $3.8M | 0.0% | -95% | — | |
| 149 | Freshpet, Inc. | $3.7M | 0.0% | -88% | 65.1 | |
| 150 | Canada Goose Holdings Inc. | $3.4M | 0.0% | NEW | — | |
| 151 | WeRide Inc. | $3.3M | 0.0% | NEW | — | |
| 152 | SharonAI Holdings Inc. | $3.1M | 0.0% | NEW | — | |
| 153 | ENERGY FUELS INC | $2.7M | 0.0% | +165% | 27 | |
| 154 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.6M | 0.0% | +1651% | — | |
| 155 | A2Z CUST2MATE SOLUTIONS CORP. | $2.4M | 0.0% | +56% | — | |
| 156 | MDA Space Ltd. | $2.1M | 0.0% | NEW | — | |
| 157 | ATRenew Inc. | $1.9M | 0.0% | NEW | — | |
| 158 | Jumia Technologies AG | $1.8M | 0.0% | +130% | — | |
| 159 | SEQUANS COMMUNICATIONS | $1.7M | 0.0% | -9% | — | |
| 160 | Senseonics Holdings, Inc. | $1.2M | 0.0% | -56% | 26.7 | |
| 161 | Alibaba Group Holding Ltd | $437,228 | 0.0% | +1277% | — | |
| 162 | MILLICOM INTERNATIONAL CELLULAR SA | $427,158 | 0.0% | NEW | — | |
| 163 | Vale S.A. | $173,514 | 0.0% | +739% | — | |
| 164 | EMBRAER S.A. | $137,431 | 0.0% | +1348% | — | |
| 165 | GDS Holdings Ltd | $92,667 | 0.0% | NEW | — | |
| 166 | Baidu, Inc. | $78,885 | 0.0% | +1473% | — | |
| 167 | Immunovant, Inc. | $2,484 | 0.0% | +0% | — |
New Positions (31)
Exited Positions (39)
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