Hood River Capital Management LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings167 positions
APPLIED DIGITAL CORP | 23.1M | $547.8M | 5.5% | $7.38 | +221.64% | 16 qtrssince 2022-Q2 | Increased 64 |
MASTEC INC | 1.3M | $416.8M | 4.2% | $102.74 | +213.15% | 22 qtrssince 2020-Q4 | Decreased 0 |
Comfort Systems USA, Inc. | 249,385 | $343.9M | 3.4% | $170.69 | +1060.54% | 17 qtrssince 2022-Q1 | Increased 58 |
DIGITALOCEAN HOLDINGS INC | 3.5M | $299.1M | 3.0% | $70.06 | +22.43% | 13 qtrssince 2023-Q1 | Increased 85 |
XPO INC | 1.2M | $225.6M | 2.3% | — | — | 12 qtrssince 2023-Q2 | Increased 53 |
BLOOM ENERGY CORP | 1.6M | $213.6M | 2.1% | $87.52 | +54.81% | 2 qtrssince 2025-Q4 | Increased 53 |
FIRSTCASH HOLDINGS INC | 1.1M | $213.2M | 2.1% | $139.56 | +34.19% | 5 qtrssince 2025-Q1 | Increased 53 |
DAVE INC | 1.1M | $199.5M | 2.0% | $86.98 | +100.14% | 7 qtrssince 2024-Q3 | Increased 49 |
LUMENTUM HLDGS INC | 275,623 | $193.7M | 1.9% | $80.92 | +768.50% | 6 qtrssince 2024-Q4 | Decreased 0 |
KRATOS DEFENSE SECURITY | 2.7M | $191.4M | 1.9% | $23.15 | +204.63% | 11 qtrssince 2023-Q3 | Decreased 0 |
SEMTECH CORP | 2.3M | $175.9M | 1.8% | $46.91 | +63.91% | 7 qtrssince 2024-Q3 | Increased 49 |
BABCOCK WILCOX ENTERPR | 11.6M | $170.5M | 1.7% | $7.03 | +109.04% | 2 qtrssince 2025-Q4 | Increased 52 |
KRYSTAL BIOTECH INC | 619,586 | $160.1M | 1.6% | $92.18 | +180.24% | 24 qtrssince 2020-Q2 | Increased 48 |
QXO, Inc. | 8.1M | $158M | 1.6% | $21.52 | -9.75% | 4 qtrssince 2025-Q2 | Increased 48 |
KNIGHT-SWIFT TRANSN HLDGS IN | 2.7M | $154.1M | 1.5% | $54.04 | +5.97% | 2 qtrssince 2025-Q4 | Increased 71 |
MADRIGAL PHARMACEUTICALS INC | 249,511 | $130.6M | 1.3% | $325.91 | +60.62% | 6 qtrssince 2024-Q4 | Increased 48 |
GUARDANT HEALTH INC | 1.3M | $121M | 1.2% | $85.95 | +7.48% | 8 qtrssince 2024-Q2 | Increased 61 |
CUSTOMERS BANCORP INC | 1.7M | $120.2M | 1.2% | $51.63 | +34.44% | 10 qtrssince 2023-Q4 | Increased 47 |
LATTICE SEMICONDUCTOR CORP | 1.3M | $119.9M | 1.2% | $68.74 | +34.95% | 6 qtrssince 2024-Q4 | Increased 63 |
PRAXIS PRECISION MEDICINES I | 358,618 | $115.5M | 1.2% | $300.03 | +7.38% | 2 qtrssince 2025-Q4 | Increased 58 |
Hood River Capital Management LLC manages $10B across 167 positions as of Q1 2026. Top holdings: APLD (5.5%), MTZ (4.2%), FIX (3.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 31 new positions, 39 exits, 99 increased. Top move: DOCN (INCREASED, conviction 85). Portfolio: $10.0B across 167 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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
Verify source filings on SEC EDGAR