Hood River Capital Management LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings166 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLIED DIGITAL CORP | 22.5M | $840M | 6.1% | — | — | — | Decreased 0 |
DIGITALOCEAN HOLDINGS INC | 4.2M | $659.6M | 4.8% | — | — | — | Increased 69 |
MASTEC INC | 1.2M | $488.4M | 3.5% | — | — | — | Decreased 0 |
DAVE INC | 1.1M | $411.4M | 3.0% | — | — | — | Decreased 0 |
BLOOM ENERGY CORP- A | 1.3M | $407.4M | 3.0% | — | — | — | Decreased 0 |
SEMTECH CORP | 2.3M | $364.2M | 2.6% | — | — | — | Decreased 0 |
XPO INC | 1.3M | $266.4M | 1.9% | — | — | — | Increased 54 |
FIRSTCASH HOLDINGS INC | 1.2M | $264.3M | 1.9% | — | — | — | Increased 52 |
Krystal Biotech, Inc. | 663,375 | $246.6M | 1.8% | — | — | — | Increased 52 |
KNIGHT-SWIFT TRANSPORTATION | 3.1M | $238.1M | 1.7% | — | — | — | Increased 55 |
LUMENTUM HOLDINGS INC | 262,757 | $225.5M | 1.6% | — | — | — | Decreased 0 |
LATTICE SEMICONDUCTOR CORP | 1.5M | $224.8M | 1.6% | — | — | — | Increased 55 |
LIVANOVA PLC | 2.6M | $211M | 1.5% | — | — | — | Increased 78 |
Guardant Health, Inc. | 1.4M | $209.3M | 1.5% | — | — | — | Increased 51 |
Applied Optoelectronics, Inc. | 1.4M | $206.3M | 1.5% | — | — | — | Increased 53 |
BABCOCK & WILCOX ENTERPRISES | 13.7M | $193M | 1.4% | — | — | — | Increased 56 |
Xometry, Inc. Class A | 2M | $191.9M | 1.4% | — | — | — | Increased 73 |
HUT 8 CORP | 1.7M | $190.7M | 1.4% | — | — | — | Decreased 0 |
RXO, Inc. | 6.5M | $178.7M | 1.3% | — | — | — | Increased 65 |
KRATOS DEFENSE & SECURITY | 3.1M | $156.4M | 1.1% | — | — | — | 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: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 34 new positions, 35 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
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