Hood River Capital Management LLC 13F holdings
Hood River Capital Management LLC reported 166 positions with a total reported value of $13.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: APLD APPLIED DIGITAL CORP (6.1%), DOCN DIGITALOCEAN HOLDINGS INC (4.8%), MTZ MASTEC INC (3.5%), DAVE DAVE INC (3.0%), BE BLOOM ENERGY CORP- A (3.0%). Against 2026-03-31 it opened 35 new positions and exited 36. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 166 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| APLD APPLIED DIGITAL CORP | 22,518,887 | $840.0M | 6.1% |
| DOCN DIGITALOCEAN HOLDINGS INC | 4,200,719 | $659.6M | 4.8% |
| MTZ MASTEC INC | 1,173,918 | $488.4M | 3.5% |
| DAVE DAVE INC | 1,104,277 | $411.4M | 3.0% |
| BE BLOOM ENERGY CORP- A | 1,345,873 | $407.4M | 3.0% |
| SMTC SEMTECH CORP | 2,250,382 | $364.2M | 2.6% |
| XPO XPO INC | 1,297,453 | $266.4M | 1.9% |
| FCFS FIRSTCASH HOLDINGS INC | 1,221,912 | $264.3M | 1.9% |
| KRYS KRYSTAL BIOTECH INC | 663,375 | $246.6M | 1.8% |
| KNX KNIGHT-SWIFT TRANSPORTATION | 3,058,241 | $238.1M | 1.7% |
| LITE LUMENTUM HOLDINGS INC | 262,757 | $225.5M | 1.6% |
| LSCC LATTICE SEMICONDUCTOR CORP | 1,469,538 | $224.8M | 1.6% |
| LIVN LIVANOVA PLC | 2,565,477 | $211.0M | 1.5% |
| GH GUARDANT HEALTH INC | 1,395,307 | $209.3M | 1.5% |
| AAOI APPLIED OPTOELECTRONICS INC | 1,392,510 | $206.3M | 1.5% |
| BW BABCOCK & WILCOX ENTERPR | 13,689,679 | $193.0M | 1.4% |
| XMTR XOMETRY INC-A | 1,988,360 | $191.9M | 1.4% |
| HUT HUT 8 CORP | 1,651,895 | $190.7M | 1.4% |
| RXO RXO INC | 6,478,546 | $178.7M | 1.3% |
| KRATOS DEFENSE & SECURITY | 3,137,727 | $156.4M | 1.1% |
| CUBI CUSTOMERS BANCO | 1,941,996 | $153.6M | 1.1% |
| CLH CLEAN HARBORS INC | 498,747 | $149.0M | 1.1% |
| BB BLACKBERRY LTD | 11,672,761 | $147.7M | 1.1% |
| ALHC ALIGNMENT HEALTHCARE INC | 6,184,526 | $147.3M | 1.1% |
| BAND BANDWIDTH INC-CLASS A | 2,295,924 | $145.3M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 35 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BAND BANDWIDTH INC-CLASS A | 2,295,924 | $145.3M | 1.1% |
| AVAV AEROVIRONMENT INC | 564,254 | $93.1M | 0.7% |
| CGNX COGNEX CORP | 1,172,170 | $84.9M | 0.6% |
| CELC CELCUITY INC | 628,411 | $65.7M | 0.5% |
| NUAI NEW ERA ENERGY & DIGITAL INC | 8,596,985 | $54.8M | 0.4% |
| ITG ITG INC CL A | 3,125,000 | $50.0M | 0.4% |
| AXGN AXOGEN INC | 1,067,072 | $49.3M | 0.4% |
| XE XENERGY INC | 2,335,437 | $42.9M | 0.3% |
| WULF TERAWULF INC | 1,710,463 | $42.2M | 0.3% |
| CYTK CYTOKINETICS INC | 469,273 | $40.0M | 0.3% |
| BOOT BOOT BARN HOLDINGS INC | 238,337 | $39.2M | 0.3% |
| TFII TFI INTERNATIONAL INC | 230,762 | $33.1M | 0.2% |
| TYRA TYRA BIOSCIENCES INC | 1,016,775 | $32.5M | 0.2% |
| RVMD REVOLUTION MEDICINES INC | 170,422 | $31.9M | 0.2% |
| KGS KODIAK GAS SERVICES INC | 335,688 | $25.2M | 0.2% |
| SIMO SILICON MOTION TECHNOL-ADR | 52,591 | $17.5M | 0.1% |
| ZGN ERMENEGILDO ZEGNA NV | 1,256,808 | $16.4M | 0.1% |
| MONOLITHIC POWER SYSTEMS INC | 11,027 | $15.2M | 0.1% |
| FRVO FERVO ENERGY CO-A | 500,541 | $14.6M | 0.1% |
| TH TARGET HOSPITALITY CORP | 673,847 | $13.7M | <0.1% |
| MAMA MAMAS CREATIONS INC | 625,008 | $11.2M | <0.1% |
| AMBQ AMBIQ MICRO INC | 121,738 | $10.7M | <0.1% |
| MAIR MADISON AIR SOLUTIONS CORP-A | 236,849 | $9.2M | <0.1% |
| INTERCORP FINANCIAL SERVICES | 154,961 | $8.8M | <0.1% |
| ELVA ELECTROVAYA INC | 730,318 | $7.7M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 36 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FIX COMFORT SYSTEMS USA INC | 249,385 | $343.9M | 3.4% |
| HCI HCI GROUP INC | 623,801 | $96.4M | 1.0% |
| RMBS RAMBUS INC | 727,494 | $62.6M | 0.6% |
| KRUS KURA SUSHI USA INC CLASS A | 796,393 | $55.6M | 0.6% |
| NUVL NUVALENT INC-A | 479,998 | $49.2M | 0.5% |
| CELH CELSIUS HOLDINGS INC | 1,370,561 | $48.6M | 0.5% |
| PEGA PEGASYTEMS INC | 975,621 | $41.5M | 0.4% |
| MODINE MANUFACTURING CO | 185,818 | $40.3M | 0.4% |
| XENERGY REACTOR COMPANY | 2,304,559 | $33.5M | 0.3% |
| AXTI AXT INC | 526,663 | $30.0M | 0.3% |
| OKLO OKLO INC | 589,294 | $29.2M | 0.3% |
| SYM SYMBOTIC INC | 524,415 | $27.9M | 0.3% |
| EAGLE MATERIALS INC | 137,840 | $26.1M | 0.3% |
| CWH CAMPING WORLD HOLDINGS INC-A | 3,695,046 | $25.2M | 0.3% |
| ATEC ALPHATEC HOLDINGS INC | 2,300,899 | $25.0M | 0.3% |
| UAMY UNITED STATES ANTIMONY CORP | 2,759,376 | $24.1M | 0.2% |
| MMED MINIMED GROUP INC | 1,505,778 | $22.5M | 0.2% |
| SOLENO THERAPEUTICS INC | 623,421 | $20.9M | 0.2% |
| RYTM RHYTHM PHARMACEUTICALS INC | 239,912 | $20.9M | 0.2% |
| AMSC AMERICAN SUPERCONDUCTOR CORP | 398,711 | $13.5M | 0.1% |
| URG UR-ENERGY INC | 6,234,841 | $9.3M | <0.1% |
| EKSO BIONICS HOLDINGS INC | 133,636 | $8.9M | <0.1% |
| EXE EXPAND ENERGY CORP | 75,404 | $8.3M | <0.1% |
| CARILOHA INC - PROMISSORY NOTE | 8,001,421 | $8.0M | <0.1% |
| CCJ CAMECO CORP | 62,655 | $6.8M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LIVN LIVANOVA PLC | 636,540 | 2,565,477 | +303.0% | $211.0M |
| DOCN DIGITALOCEAN HOLDINGS INC | 3,487,118 | 4,200,719 | +20.5% | $659.6M |
| CLH CLEAN HARBORS INC | 124,275 | 498,747 | +301.3% | $149.0M |
| DKNG DRAFTKINGS INC - CL A | 454,105 | 4,245,469 | +834.9% | $107.2M |
| XMTR XOMETRY INC-A | 1,124,733 | 1,988,360 | +76.8% | $191.9M |
| RCAT RED CAT HOLDINGS INC | 3,033,005 | 10,578,223 | +248.8% | $112.7M |
| RXO RXO INC | 4,452,216 | 6,478,546 | +45.5% | $178.7M |
| WBI WATERBRIDGE INFRASTRUC-CL A | 620,574 | 1,960,405 | +215.9% | $67.2M |
| INSM INSMED INC | 688,554 | 1,056,871 | +53.5% | $112.7M |
| BFLY BUTTERFLY NETWORK INC | 8,620,848 | 13,190,130 | +53.0% | $111.1M |
| GENI GENIUS SPORTS LTD | 7,243,680 | 12,929,769 | +78.5% | $78.4M |
| PLMR PALOMAR HOLDINGS INC | 426,046 | 682,283 | +60.1% | $86.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BE BLOOM ENERGY CORP- A | 1,576,258 | 1,345,873 | -14.6% | $407.4M |
| QXO QXO INC | 8,136,061 | 4,938,602 | -39.3% | $85.3M |
| SITM SITIME CORP | 202,750 | 133,699 | -34.1% | $99.7M |
| MTZ MASTEC INC | 1,295,385 | 1,173,918 | -9.4% | $488.4M |
| MDGL MADRIGAL PHARMACEUTICALS INC | 249,511 | 169,084 | -32.2% | $90.8M |
| MKSI MKS INC | 69,437 | 1,446 | -97.9% | $643.2K |
| HUT HUT 8 CORP | 1,843,582 | 1,651,895 | -10.4% | $190.7M |
| APLD APPLIED DIGITAL CORP | 23,075,612 | 22,518,887 | -2.4% | $840.0M |
| DAVE DAVE INC | 1,145,901 | 1,104,277 | -3.6% | $411.4M |
| USAR USA RARE EARTH INC | 4,242,941 | 3,688,848 | -13.1% | $79.6M |
| LITE LUMENTUM HOLDINGS INC | 275,623 | 262,757 | -4.7% | $225.5M |
| OLLI OLLIES BARGAIN OUTLET HLDG INC | 873,922 | 742,353 | -15.1% | $57.1M |
CIK 1578177 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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