Hood River Capital Management LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings166 positions
APPLIED DIGITAL CORP COM NEW | 22.5M | $840M | 6.1% | $7.37 | +223.64% | 17 qtrssince 2022-Q2 | Decreased 0 |
DigitalOcean Holdings Inc | 4.2M | $659.6M | 4.8% | $67.86 | +82.59% | 14 qtrssince 2023-Q1 | Increased 69 |
MASTEC INC COM | 1.2M | $488.4M | 3.5% | $102.74 | +110.87% | 23 qtrssince 2020-Q4 | Decreased 0 |
DAVE INC CLASS A COM NEW | 1.1M | $411.4M | 3.0% | $86.98 | +306.29% | 8 qtrssince 2024-Q3 | Decreased 0 |
BLOOM ENERGY CORP COM CL A | 1.3M | $407.4M | 3.0% | $87.52 | +211.71% | 3 qtrssince 2025-Q4 | Decreased 0 |
SEMTECH CORP COM | 2.3M | $364.2M | 2.6% | $47.65 | +313.83% | 8 qtrssince 2024-Q3 | Decreased 0 |
XPO LOGISTICS INC | 1.3M | $266.4M | 1.9% | $109.03 | +66.87% | 13 qtrssince 2023-Q2 | Increased 54 |
FIRSTCASH HOLDINGS INC COM | 1.2M | $264.3M | 1.9% | $145.06 | +45.80% | 6 qtrssince 2025-Q1 | Increased 52 |
Krystal Biotech Inc | 663,375 | $246.6M | 1.8% | $110.84 | +195.30% | 25 qtrssince 2020-Q2 | Increased 52 |
KNIGHT SWIFT TRANSN HLDGS IN | 3.1M | $238.1M | 1.7% | $56.99 | +14.15% | 3 qtrssince 2025-Q4 | Increased 55 |
Lumentum Holdings Inc. | 262,757 | $225.5M | 1.6% | $80.92 | +1195.91% | 7 qtrssince 2024-Q4 | Decreased 0 |
LATTICE SEMICONDUCTOR CORP COM | 1.5M | $224.8M | 1.6% | $78.85 | +58.51% | 7 qtrssince 2024-Q4 | Increased 55 |
LivaNova PLC | 2.6M | $211M | 1.5% | $77.60 | -2.17% | 2 qtrssince 2026-Q1 | Increased 78 |
GUARDANT HEALTH INC | 1.4M | $209.3M | 1.5% | $89.86 | +84.24% | 9 qtrssince 2024-Q2 | Increased 51 |
APPLIED OPTOELECTRONICS INC COM | 1.4M | $206.3M | 1.5% | $36.21 | +192.48% | 4 qtrssince 2025-Q3 | Increased 53 |
BABCOCK & WILCOX ENTERPRISES COM | 13.7M | $193M | 1.4% | $7.59 | -27.54% | 3 qtrssince 2025-Q4 | Increased 56 |
XOMETRY INC CLASS A COM | 2M | $191.9M | 1.4% | $66.34 | +60.52% | 8 qtrssince 2024-Q3 | Increased 73 |
HUT 8 CORP COM | 1.7M | $190.7M | 1.4% | $40.07 | +98.61% | 4 qtrssince 2025-Q3 | Decreased 0 |
RXO INC COMMON STOCK | 6.5M | $178.7M | 1.3% | $20.14 | +43.68% | 15 qtrssince 2022-Q4 | Increased 65 |
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 3.1M | $156.4M | 1.1% | $26.75 | +56.75% | 12 qtrssince 2023-Q3 | Increased 55 |
Hood River Capital Management LLC manages $13.8B across 166 positions as of Q2 2026. Top holdings: APLD (6.1%), DOCN (4.8%), MTZ (3.5%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2.5/5.0.
Active quarter - 35 new positions, 36 exits, 92 increased. Top move: LIVN (INCREASED, conviction 78). Portfolio: $13.8B across 166 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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