Hood River Capital Management LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings148 positions
MASTEC INC COM | 1.7M | $288.5M | 4.0% | $102.74 | +65.88% | 19 qtrssince 2020-Q4 | Increased 62 |
DAVE INC CLASS A COM NEW | 1.1M | $286.8M | 4.0% | $78.83 | +240.49% | 4 qtrssince 2024-Q3 | Decreased 0 |
APPLIED DIGITAL CORP COM NEW | 21.9M | $220.1M | 3.1% | $5.75 | +75.00% | 13 qtrssince 2022-Q2 | Increased 58 |
Lumentum Holdings Inc. | 2.2M | $209.7M | 2.9% | $80.92 | +17.48% | 3 qtrssince 2024-Q4 | Increased 81 |
QXO INC COM NEW | 8.3M | $178.8M | 2.5% | — | — | — | New 79 |
Ollies Bargain Outlet Holdings Inc. | 1.2M | $163.5M | 2.3% | $116.55 | +13.06% | 7 qtrssince 2023-Q4 | Increased 84 |
ACI Worldwide Inc | 3.4M | $154.5M | 2.2% | $38.95 | +17.88% | 7 qtrssince 2023-Q4 | Decreased 0 |
VERONA PHARMA PLC | 1.6M | $147.8M | 2.1% | — | — | 7 qtrssince 2023-Q4 | Increased 53 |
HCI GROUP INC COM | 864,306 | $131.5M | 1.8% | $70.94 | +111.93% | 17 qtrssince 2021-Q2 | Decreased 0 |
Comfort Systems USA Inc. | 243,385 | $130.5M | 1.8% | $138.31 | +286.63% | 14 qtrssince 2022-Q1 | Increased 48 |
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 2.8M | $128M | 1.8% | $22.12 | +109.98% | 8 qtrssince 2023-Q3 | Increased 54 |
XPO LOGISTICS INC | 1M | $127.4M | 1.8% | $91.99 | +38.58% | 9 qtrssince 2023-Q2 | Increased 59 |
Sitime Corporation | 486,177 | $103.6M | 1.4% | $179.62 | +18.55% | 4 qtrssince 2024-Q3 | Decreased 0 |
SEMTECH CORP COM | 2.2M | $101.3M | 1.4% | $45.73 | -1.29% | 4 qtrssince 2024-Q3 | Increased 61 |
LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 3.3M | $100.4M | 1.4% | $21.08 | +42.57% | 10 qtrssince 2023-Q1 | Increased 57 |
ATRICURE INC COM | 3.1M | $100.3M | 1.4% | $25.26 | +29.73% | 5 qtrssince 2024-Q2 | Increased 48 |
CLEARWATER ANALYTICS HLDGS I | 4.5M | $99.1M | 1.4% | $22.00 | 0.00% | 1 qtr | New 68 |
CIENA CORP | 1.2M | $98.9M | 1.4% | $67.90 | +20.94% | 4 qtrssince 2024-Q3 | Increased 64 |
CYBERARK SOFTWARE LTD | 239,366 | $97.4M | 1.4% | $222.66 | — | 8 qtrssince 2023-Q3 | Decreased 0 |
VARONIS SYS INC COM | 1.9M | $97.3M | 1.4% | $47.39 | +6.05% | 7 qtrssince 2023-Q4 | Decreased 0 |
Hood River Capital Management LLC manages $7.2B across 148 positions as of Q2 2025. Top holdings: MTZ (4.0%), DAVE (4.0%), APLD (3.1%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2.5/5.0.
Active quarter - 40 new positions, 36 exits, 68 increased. Top move: OLLI (INCREASED, conviction 84). Portfolio: $7.2B across 148 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
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