Hood River Capital Management LLC
13F Reported Value
ⓘ$13.8B
Holdings
166
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hood River Capital Management LLC disclosed 166 positions worth $13.8B in its Form 13F-HR for Q2 2026, led by $APLD (Applied Digital Corp.) at 6.1% of the equity portfolio, followed by $DOCN and $MTZ. During the quarter the fund opened 34 new positions and exited 35 — including a new stake in $BAND and a full exit from $FIX. The portfolio is most concentrated in Technology (34.7% 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 — Q2 2026
Click any card to unlockTop Holdings
- 35.8#2,292
Quality
$840.0M22,518,887 sh - 67.2#376
Quality
$659.6M4,200,719 sh - 58.8#973
Quality
$488.4M1,173,918 sh - 80.2
Quality
$411.4M1,104,277 sh - 66.2
Quality
$407.4M1,345,873 sh - 55.9
Quality
$364.2M2,250,382 sh - 58.4
Quality
$266.4M1,297,453 sh - 69.3
Quality
$264.3M1,221,912 sh - 79.2
Quality
$246.6M663,375 sh - 54.4
Quality
$238.1M3,058,241 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Applied Digital Corp.$APLD | 35.8#2,292 | $840.0M | 22,518,887 |
 DigitalOcean Holdings, Inc.$DOCN | 67.2#376 | $659.6M | 4,200,719 |
 MASTEC INC$MTZ | 58.8#973 | $488.4M | 1,173,918 |
 Dave Inc./DE$DAVE | 80.2 | $411.4M | 1,104,277 |
 Bloom Energy Corp$BE | 66.2 | $407.4M | 1,345,873 |
 SEMTECH CORP$SMTC | 55.9 | $364.2M | 2,250,382 |
 XPO, Inc.$XPO | 58.4 | $266.4M | 1,297,453 |
 FirstCash Holdings, Inc.$FCFS | 69.3 | $264.3M | 1,221,912 |
 Krystal Biotech, Inc.$KRYS | 79.2 | $246.6M | 663,375 |
 Knight-Swift Transportation Holdings Inc.$KNX | 54.4 | $238.1M | 3,058,241 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hood River Capital Management LLC's 166 positions.
Showing top 10 of 166 holdings.
Sector Allocation
Technology
$4.8B
Healthcare
$2.9B
Industrials
$1.8B
Consumer Discretionary
$1.4B
Financials
$1.2B
Energy
$687.7M
Communication Services
$431.6M
Materials
$326.3M
Top Holdings — Hood River Capital Management LLC (Q2 2026)
Top 150 of 166 disclosed positions (by reported value) 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 | $APLD | Applied Digital Corp. | $840.0M | 6.1% | -2% | 35.8 |
| 2 | $DOCN | DigitalOcean Holdings, Inc. | $659.6M | 4.8% | +20% | 67.2 |
| 3 | $MTZ | MASTEC INC | $488.4M | 3.5% | -9% | 58.8 |
| 4 | $DAVE | Dave Inc./DE | $411.4M | 3.0% | -4% | 80.2 |
| 5 | $BE | Bloom Energy Corp | $407.4M | 3.0% | -15% | 66.2 |
| 6 | $SMTC | SEMTECH CORP | $364.2M | 2.6% | -2% | 55.9 |
| 7 | $XPO | XPO, Inc. | $266.4M | 1.9% | +12% | 58.4 |
| 8 | $FCFS | FirstCash Holdings, Inc. | $264.3M | 1.9% | +8% | 69.3 |
| 9 | $KRYS | Krystal Biotech, Inc. | $246.6M | 1.8% | +7% | 79.2 |
| 10 | $KNX | Knight-Swift Transportation Holdings Inc. | $238.1M | 1.7% | +14% | 54.4 |
| 11 |  $LITE | Lumentum Holdings Inc. | $225.5M | 1.6% | -5% | 44.3 |
| 12 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $224.8M | 1.6% | +14% | 48.7 |
| 13 |  $LIVN | LivaNova PLC | $211.0M | 1.5% | +303% | — |
| 14 |  $GH | Guardant Health, Inc. | $209.3M | 1.5% | +7% | 39 |
| 15 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $206.3M | 1.5% | +9% | 40.1 |
| 16 |  $BW | Babcock & Wilcox Enterprises, Inc. | $193.0M | 1.4% | +18% | 47 |
| 17 |  $XMTR | Xometry, Inc. | $191.9M | 1.4% | +77% | 48.3 |
| 18 |  $HUT | Hut 8 Corp. | $190.7M | 1.4% | -10% | 37.4 |
| 19 |  $RXO | RXO, Inc. | $178.7M | 1.3% | +46% | 50.2 |
| 20 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $156.4M | 1.1% | +16% | 44.6 |
| 21 |  $CUBB | Customers Bancorp, Inc. | $153.6M | 1.1% | +12% | — |
| 22 |  $CLH | CLEAN HARBORS INC | $149.0M | 1.1% | +301% | 55.6 |
| 23 |  $BB | BLACKBERRY Ltd | $147.7M | 1.1% | -2% | — |
| 24 |  $ALHC | Alignment Healthcare, Inc. | $147.3M | 1.1% | +2% | 64.2 |
| 25 |  $BAND | Bandwidth Inc. | $145.3M | 1.1% | NEW | 49.4 |
| 26 |  $PRAX | Praxis Precision Medicines, Inc. | $142.3M | 1.0% | +19% | — |
| 27 |  $PTCT | PTC THERAPEUTICS, INC. | $141.8M | 1.0% | +4% | 35.4 |
| 28 |  $GVA | GRANITE CONSTRUCTION INC | $137.7M | 1.0% | -2% | 54.4 |
| 29 |  $U | Unity Software Inc. | $135.4M | 1.0% | +5% | 38.9 |
| 30 |  $RSI | Rush Street Interactive, Inc. | $132.5M | 1.0% | +22% | 66.4 |
| 31 |  $SRRK | Scholar Rock Holding Corp | $122.4M | 0.9% | +9% | — |
| 32 |  $ACIW | ACI WORLDWIDE, INC. | $117.2M | 0.8% | -3% | 66.3 |
| 33 |  $ESE | ESCO TECHNOLOGIES INC | $115.6M | 0.8% | +9% | 70 |
| 34 |  $INSM | INSMED Inc | $112.7M | 0.8% | +53% | 39.4 |
| 35 |  $RCAT | Red Cat Holdings, Inc. | $112.7M | 0.8% | +249% | 26.1 |
| 36 |  $BFLY | Butterfly Network, Inc. | $111.1M | 0.8% | +53% | 33.8 |
| 37 |  $CAVA | CAVA GROUP, INC. | $110.4M | 0.8% | +19% | 57.1 |
| 38 |  $PTGX | Protagonist Therapeutics, Inc | $108.2M | 0.8% | +6% | 59.4 |
| 39 |  $APG | APi Group Corp | $107.5M | 0.8% | +8% | 65.4 |
| 40 |  $DKNG | DraftKings Inc. | $107.2M | 0.8% | +835% | 60.4 |
| 41 |  $LTH | Life Time Group Holdings, Inc. | $104.1M | 0.8% | -3% | 60.9 |
| 42 |  $BBIO | BridgeBio Pharma, Inc. | $100.4M | 0.7% | +7% | 36.9 |
| 43 |  $SITM | SITIME Corp | $99.7M | 0.7% | -34% | 66.1 |
| 44 |  $AXSM | Axsome Therapeutics, Inc. | $98.6M | 0.7% | +8% | 40.8 |
| 45 |  $ONDS | Ondas Inc. | $96.3M | 0.7% | +14% | 56.4 |
| 46 |  $KRMN | Karman Holdings Inc. | $95.6M | 0.7% | +49% | 57.2 |
| 47 |  $TTMI | TTM TECHNOLOGIES INC | $93.8M | 0.7% | -3% | 62.6 |
| 48 |  $AVAV | AeroVironment Inc | $93.1M | 0.7% | NEW | 42 |
| 49 |  $WSBC | WESBANCO INC | $92.4M | 0.7% | +18% | 75.2 |
| 50 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $91.4M | 0.7% | +6% | 38.7 |
| 51 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $90.8M | 0.7% | -32% | 40.7 |
| 52 |  $OSIS | OSI SYSTEMS INC | $90.6M | 0.7% | +11% | 59.2 |
| 53 |  $RDNT | RadNet, Inc. | $89.8M | 0.7% | +3% | 58.6 |
| 54 |  $TGTX | TG THERAPEUTICS, INC. | $87.9M | 0.6% | +2% | 69.3 |
| 55 |  $PLMR | Palomar Holdings, Inc. | $86.2M | 0.6% | +60% | 70 |
| 56 |  $QXO | QXO, Inc. | $85.3M | 0.6% | -39% | 49 |
| 57 |  $CGNX | COGNEX CORP | $84.9M | 0.6% | NEW | 66.9 |
| 58 |  $DNN | DENISON MINES CORP. | $81.8M | 0.6% | -0% | — |
| 59 |  $ATRC | AtriCure, Inc. | $81.3M | 0.6% | -7% | 59 |
| 60 |  $ENSG | ENSIGN GROUP, INC | $80.9M | 0.6% | +3% | 67.9 |
| 61 |  $USAR | USA Rare Earth, Inc. | $79.6M | 0.6% | -13% | 16 |
| 62 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $79.1M | 0.6% | +16% | 76.5 |
| 63 |  $GENI | Genius Sports Ltd | $78.4M | 0.6% | +78% | — |
| 64 |  $ALM | Almonty Industries Inc. | $76.5M | 0.6% | +9% | — |
| 65 |  $SIG | SIGNET JEWELERS LTD | $75.7M | 0.6% | +3% | 62.7 |
| 66 |  $VSEC | VSE CORP | $75.4M | 0.6% | +8% | 56.5 |
| 67 |  $SNDR | Schneider National, Inc. | $70.3M | 0.5% | +11% | 53.5 |
| 68 |  $TER | TERADYNE, INC | $67.9M | 0.5% | +60% | 77.3 |
| 69 |  $KEX | KIRBY CORP | $67.6M | 0.5% | +7% | 63.8 |
| 70 |  $WBI | WaterBridge Infrastructure LLC | $67.2M | 0.5% | +216% | 54.6 |
| 71 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $66.6M | 0.5% | -2% | 53.3 |
| 72 |  $CELC | Celcuity Inc. | $65.7M | 0.5% | NEW | — |
| 73 |  $FN | Fabrinet | $65.5M | 0.5% | +7% | 62.8 |
| 74 |  $AXON | AXON ENTERPRISE, INC. | $60.1M | 0.4% | +5% | 56.6 |
| 75 |  $FLS | FLOWSERVE CORP | $59.5M | 0.4% | -2% | 70.7 |
| 76 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $58.2M | 0.4% | +46% | 34.1 |
| 77 |  $LASR | NLIGHT, INC. | $58.2M | 0.4% | -9% | 54.1 |
| 78 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $57.7M | 0.4% | +8% | 64.4 |
| 79 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $57.1M | 0.4% | -15% | 63.4 |
| 80 |  $TILE | INTERFACE INC | $56.8M | 0.4% | -2% | 58.9 |
| 81 |  $SNDX | Syndax Pharmaceuticals Inc | $56.1M | 0.4% | +9% | 33.8 |
| 82 |  $TRNS | TRANSCAT INC | $55.8M | 0.4% | -2% | 48.6 |
| 83 |  $NUAI | New ERA Energy & Digital, Inc. | $54.8M | 0.4% | NEW | — |
| 84 |  $FIVE | FIVE BELOW, INC | $51.3M | 0.4% | +6% | 69.5 |
| 85 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $50.8M | 0.4% | -2% | 43.5 |
| 86 |  $ITG | ITG, Inc./DE/ | $50.0M | 0.4% | NEW | — |
| 87 |  $TMDX | TransMedics Group, Inc. | $49.9M | 0.4% | +7% | 67.2 |
| 88 |  $AXGN | Axogen, Inc. | $49.3M | 0.4% | NEW | 40.8 |
| 89 |  $YSS | York Space Systems Inc. | $48.4M | 0.3% | +99% | — |
| 90 |  $ENOV | Enovis CORP | $47.6M | 0.3% | +31% | 39.5 |
| 91 |  $LB | LandBridge Co LLC | $47.0M | 0.3% | -5% | 63.1 |
| 92 |  $KNF | Knife River Corp | $44.8M | 0.3% | +5% | 51.1 |
| 93 |  $SN | SharkNinja, Inc. | $44.0M | 0.3% | +49% | 66.8 |
| 94 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $43.2M | 0.3% | +49% | 55.6 |
| 95 |  $RKLB | Rocket Lab Corp | $42.9M | 0.3% | +49% | 39.9 |
| 96 |  $XE | X-Energy, Inc. | $42.9M | 0.3% | NEW | — |
| 97 |  $WULF | TERAWULF INC. | $42.2M | 0.3% | NEW | 33.8 |
| 98 |  $ASO | Academy Sports & Outdoors, Inc. | $42.0M | 0.3% | -2% | 51.2 |
| 99 |  $CYTK | CYTOKINETICS INC | $40.0M | 0.3% | NEW | 28.1 |
| 100 |  $BOOT | Boot Barn Holdings, Inc. | $39.2M | 0.3% | NEW | 62.6 |
| 101 |  $NRG | NRG ENERGY, INC. | $37.9M | 0.3% | +50% | 51.9 |
| 102 |  $SLDE | Slide Insurance Holdings, Inc. | $36.5M | 0.3% | +50% | 78.1 |
| 103 |  $GFL | GFL Environmental Inc. | $36.4M | 0.3% | +45% | — |
| 104 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $36.3M | 0.3% | +7% | 25.5 |
| 105 |  $LOPE | Grand Canyon Education, Inc. | $36.1M | 0.3% | -4% | 65.2 |
| 106 |  $MIRM | Mirum Pharmaceuticals, Inc. | $35.9M | 0.3% | +7% | 35 |
| 107 |  $UMAC | Unusual Machines, Inc. | $33.4M | 0.2% | +231% | 32.6 |
| 108 |  $TFII | TFI International Inc. | $33.1M | 0.2% | NEW | — |
| 109 |  $TYRA | Tyra Biosciences, Inc. | $32.5M | 0.2% | NEW | — |
| 110 |  $RVMD | Revolution Medicines, Inc. | $31.9M | 0.2% | NEW | — |
| 111 |  $LODE | Comstock Inc. | $27.8M | 0.2% | +7% | 9 |
| 112 |  $NOG | NORTHERN OIL & GAS, INC. | $27.8M | 0.2% | -3% | 48 |
| 113 |  $HIPO | Hippo Holdings Inc. | $25.5M | 0.2% | +48% | 69.6 |
| 114 |  $KGS | Kodiak Gas Services, Inc. | $25.2M | 0.2% | NEW | 57 |
| 115 |  $AR | ANTERO RESOURCES Corp | $24.2M | 0.2% | +49% | 75.4 |
| 116 |  $CRVS | Corvus Pharmaceuticals, Inc. | $23.5M | 0.2% | +18% | — |
| 117 |  $RL | RALPH LAUREN CORP | $22.2M | 0.2% | +48% | 66.3 |
| 118 |  $FTAI | FTAI Aviation Ltd. | $20.5M | 0.1% | -15% | — |
| 119 |  $RDDT | Reddit, Inc. | $20.1M | 0.1% | +49% | 79.8 |
| 120 |  $AMPX | Amprius Technologies, Inc. | $19.6M | 0.1% | +49% | 34.4 |
| 121 |  $KMTS | KESTRA MEDICAL TECHNOLOGIES, LTD. | $19.2M | 0.1% | +15% | — |
| 122 |  $BOBS | Bob's Discount Furniture, Inc. | $18.2M | 0.1% | +21% | — |
| 123 |  $CW | CURTISS WRIGHT CORP | $17.6M | 0.1% | +49% | 69.5 |
| 124 |  $SIMO | Silicon Motion Technology CORP | $17.5M | 0.1% | NEW | — |
| 125 |  $NHC | NATIONAL HEALTHCARE CORP | $17.0M | 0.1% | +44% | 65.9 |
| 126 |  $ZGN | Ermenegildo Zegna N.V. | $16.4M | 0.1% | NEW | — |
| 127 |  $LOVE | Lovesac Co | $15.9M | 0.1% | -2% | 51 |
| 128 |  $MWH | SOLV Energy, Inc. | $15.9M | 0.1% | +50% | — |
| 129 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $15.2M | 0.1% | NEW | 73.3 |
| 130 |  $FRVO | Fervo Energy Co | $14.6M | 0.1% | NEW | — |
| 131 |  $TH | Target Hospitality Corp. | $13.7M | 0.1% | NEW | 40.4 |
| 132 |  $VIK | Viking Holdings Ltd | $12.7M | 0.1% | +8% | — |
| 133 |  $MAMA | Mama's Creations, Inc. | $11.2M | 0.1% | NEW | 62.2 |
| 134 |  $AMBQ | Ambiq Micro, Inc. | $10.7M | 0.1% | NEW | 30.1 |
| 135 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $10.1M | 0.1% | +35% | 33.9 |
| 136 |  $MAIR | Madison Air Solutions Corp | $9.2M | 0.1% | NEW | — |
| 137 |  $IFS | Intercorp Financial Services Inc. | $8.8M | 0.1% | NEW | — |
| 138 |  $SGHC | Super Group (SGHC) Ltd | $8.7M | 0.1% | +78% | — |
| 139 |  $DD | DuPont de Nemours, Inc. | $8.2M | 0.1% | -51% | 47 |
| 140 |  $OFRM | Once Upon a Farm, PBC | $7.8M | 0.1% | -9% | — |
| 141 |  $ELVA | Electrovaya Inc. | $7.7M | 0.1% | NEW | — |
| 142 |  $TSEM | TOWER SEMICONDUCTOR LTD | $7.6M | 0.1% | +35% | — |
| 143 |  $SILC | SILICOM LTD. | $7.5M | 0.1% | NEW | — |
| 144 |  $MDA | MDA Space Ltd. | $7.4M | 0.1% | +111% | — |
| 145 |  $SHAZ | SharonAI Holdings Inc. | $7.0M | 0.1% | -40% | 44.5 |
| 146 |  $SUJA | SUJA LIFE, INC. | $6.8M | 0.1% | NEW | — |
| 147 |  $CX | CEMEX SAB DE CV | $6.4M | 0.1% | NEW | — |
| 148 |  $IREN | IREN Ltd | $6.4M | 0.1% | +22% | 46.3 |
| 149 |  $BAP | CREDICORP LTD | $6.1M | 0.0% | +32% | — |
| 150 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.4M | 0.0% | +21% | — |
New Positions (34)
$BAND Bandwidth Inc.$145.3M$AVAV AeroVironment Inc$93.1M$CGNX COGNEX CORP$84.9M$CELC Celcuity Inc.$65.7M$NUAI New ERA Energy & Digital, Inc.$54.8M$ITG ITG, Inc./DE/$50.0M$AXGN Axogen, Inc.$49.3M$XE X-Energy, Inc.$42.9M$WULF TERAWULF INC.$42.2M$CYTK CYTOKINETICS INC$40.0M$BOOT Boot Barn Holdings, Inc.$39.2M$TFII TFI International Inc.$33.1M$TYRA Tyra Biosciences, Inc.$32.5M$RVMD Revolution Medicines, Inc.$31.9M$KGS Kodiak Gas Services, Inc.$25.2MExited Positions (35)
$FIX COMFORT SYSTEMS USA INC
$HCI HCI Group, Inc.
$RMBS RAMBUS INC
$KRUS KURA SUSHI USA, INC.
$NUVL Nuvalent, Inc.
$CELH Celsius Holdings, Inc.
$PEGA PEGASYSTEMS INC
$MOD MODINE MANUFACTURING CO
$AXTI AXT INC
$OKLO Oklo Inc.
$SYM Symbotic Inc.
$EXP EAGLE MATERIALS INC
$CWH Camping World Holdings, Inc.
$ATEC Alphatec Holdings, Inc.Browse Top Institutional Investors
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