Hood River Capital Management LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings153 positions
APPLIED DIGITAL CORP COM NEW | 21M | $482.8M | 5.7% | $5.75 | +298.65% | 14 qtrssince 2022-Q2 | Decreased 0 |
MASTEC INC COM | 1.6M | $350.4M | 4.1% | $102.74 | +107.13% | 20 qtrssince 2020-Q4 | Decreased 0 |
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 2.7M | $246.1M | 2.9% | $22.12 | +313.04% | 9 qtrssince 2023-Q3 | Decreased 0 |
DAVE INC CLASS A COM NEW | 1.1M | $215.5M | 2.5% | $80.20 | +148.57% | 5 qtrssince 2024-Q3 | Increased 53 |
Comfort Systems USA Inc. | 241,191 | $199M | 2.3% | $138.31 | +495.41% | 15 qtrssince 2022-Q1 | Decreased 0 |
CIENA CORP | 1.2M | $172.4M | 2.0% | $67.90 | +112.25% | 5 qtrssince 2024-Q3 | Decreased 0 |
ACI Worldwide Inc | 3M | $157.4M | 1.9% | $38.95 | +35.49% | 8 qtrssince 2023-Q4 | Decreased 0 |
SEMTECH CORP COM | 2.2M | $157M | 1.9% | $46.16 | +34.26% | 5 qtrssince 2024-Q3 | Decreased 0 |
QXO INC COM NEW | 8.2M | $156.7M | 1.9% | — | — | — | Decreased 0 |
XPO LOGISTICS INC | 1.1M | $145.8M | 1.7% | $95.73 | +33.03% | 10 qtrssince 2023-Q2 | Increased 53 |
HCI GROUP INC COM | 740,610 | $142.1M | 1.7% | $70.94 | +167.93% | 18 qtrssince 2021-Q2 | Decreased 0 |
Sitime Corporation | 469,057 | $141.3M | 1.7% | $179.62 | +63.18% | 5 qtrssince 2024-Q3 | Decreased 0 |
Ollies Bargain Outlet Holdings Inc. | 1.1M | $137.8M | 1.6% | $116.55 | +10.16% | 8 qtrssince 2023-Q4 | Decreased 0 |
FIRSTCASH HOLDINGS INC COM | 807,714 | $128M | 1.5% | $131.31 | +19.59% | 3 qtrssince 2025-Q1 | Increased 61 |
INSMED INC | 881,403 | $126.9M | 1.5% | $45.49 | +216.60% | 8 qtrssince 2023-Q4 | Decreased 0 |
ONDAS INC COM NEW | 16.1M | $124.3M | 1.5% | $5.04 | +56.11% | 2 qtrssince 2025-Q2 | Increased 77 |
LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 4.3M | $119.1M | 1.4% | $22.70 | +23.55% | 11 qtrssince 2023-Q1 | Increased 60 |
CUSTOMERS BANCORP INC COM | 1.7M | $111.9M | 1.3% | $51.40 | +27.18% | 8 qtrssince 2023-Q4 | Increased 53 |
MADRIGAL PHARMACEUTICALS INC COM | 242,808 | $111.4M | 1.3% | $319.31 | +43.64% | 4 qtrssince 2024-Q4 | Decreased 0 |
UNITY SOFTWARE INC | 2.8M | $111.1M | 1.3% | $39.88 | +7.66% | 2 qtrssince 2025-Q2 | Increased 76 |
Hood River Capital Management LLC manages $8.5B across 153 positions as of Q3 2025. Top holdings: APLD (5.7%), MTZ (4.1%), KTOS (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2.5/5.0.
Active quarter - 32 new positions, 27 exits, 52 increased. Top move: ONDS (INCREASED, conviction 77). Portfolio: $8.5B across 153 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR