Hood River Capital Management LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings167 positions
APPLIED DIGITAL CORP COM NEW | 23.1M | $547.8M | 5.5% | $7.37 | +222.15% | 16 qtrssince 2022-Q2 | Increased 64 |
MASTEC INC COM | 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 | +905.15% | 17 qtrssince 2022-Q1 | Increased 58 |
DigitalOcean Holdings Inc | 3.5M | $299.1M | 3.0% | $49.61 | +11.67% | 13 qtrssince 2023-Q1 | Increased 85 |
XPO LOGISTICS INC | 1.2M | $225.6M | 2.3% | $97.61 | +120.64% | 12 qtrssince 2023-Q2 | Increased 53 |
BLOOM ENERGY CORP COM CL A | 1.6M | $213.6M | 2.1% | $87.52 | +54.81% | 2 qtrssince 2025-Q4 | Increased 53 |
FIRSTCASH HOLDINGS INC COM | 1.1M | $213.2M | 2.1% | $139.56 | +34.19% | 5 qtrssince 2025-Q1 | Increased 53 |
DAVE INC CLASS A COM NEW | 1.1M | $199.5M | 2.0% | $86.98 | +100.14% | 7 qtrssince 2024-Q3 | Increased 49 |
Lumentum Holdings Inc. | 275,623 | $193.7M | 1.9% | $80.92 | +768.50% | 6 qtrssince 2024-Q4 | Decreased 0 |
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 2.7M | $191.4M | 1.9% | $23.15 | +204.63% | 11 qtrssince 2023-Q3 | Decreased 0 |
SEMTECH CORP COM | 2.3M | $175.9M | 1.8% | $46.91 | +63.91% | 7 qtrssince 2024-Q3 | Increased 49 |
BABCOCK & WILCOX ENTERPRISES COM | 11.6M | $170.5M | 1.7% | $6.42 | +26.16% | 2 qtrssince 2025-Q4 | Increased 52 |
Krystal Biotech Inc | 619,586 | $160.1M | 1.6% | $92.40 | +185.49% | 24 qtrssince 2020-Q2 | Increased 48 |
QXO INC COM NEW | 8.1M | $158M | 1.6% | — | — | — | 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 COM | 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 COM | 1.7M | $120.2M | 1.2% | $51.63 | +34.44% | 10 qtrssince 2023-Q4 | Increased 47 |
LATTICE SEMICONDUCTOR CORP COM | 1.3M | $119.9M | 1.2% | $68.74 | +34.95% | 6 qtrssince 2024-Q4 | Increased 63 |
PRAXIS PRECISION MEDICINES INC COM NEW | 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: 2.5/5.0.
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
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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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