Hood River Capital Management LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings175 positions
APPLIED DIGITAL CORP COM NEW | 22M | $540.4M | 5.9% | $6.60 | +271.62% | 15 qtrssince 2022-Q2 | Increased 64 |
MASTEC INC COM | 1.5M | $322.5M | 3.5% | $102.74 | +111.56% | 21 qtrssince 2020-Q4 | Decreased 0 |
DAVE INC CLASS A COM NEW | 1.1M | $247.1M | 2.7% | $84.64 | +161.58% | 6 qtrssince 2024-Q3 | Increased 54 |
Comfort Systems USA Inc. | 245,857 | $229.5M | 2.5% | $153.37 | +507.65% | 16 qtrssince 2022-Q1 | Increased 54 |
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 2.7M | $208.4M | 2.3% | $23.15 | +227.96% | 10 qtrssince 2023-Q3 | Increased 53 |
FIRSTCASH HOLDINGS INC COM | 1.1M | $177.9M | 2.0% | $138.80 | +14.13% | 4 qtrssince 2025-Q1 | Increased 63 |
ONDAS INC COM NEW | 17.4M | $169.4M | 1.9% | $5.33 | +68.77% | 3 qtrssince 2025-Q2 | Increased 52 |
SEMTECH CORP COM | 2.2M | $164.8M | 1.8% | $46.68 | +61.02% | 6 qtrssince 2024-Q3 | Increased 49 |
XPO LOGISTICS INC | 1.1M | $156.2M | 1.7% | $96.50 | +42.69% | 11 qtrssince 2023-Q2 | Increased 49 |
QXO INC COM NEW | 8.1M | $155.3M | 1.7% | — | — | — | Decreased 0 |
Krystal Biotech Inc | 613,302 | $151.2M | 1.7% | $90.65 | +173.46% | 23 qtrssince 2020-Q2 | Increased 48 |
ACI Worldwide Inc | 3M | $145.2M | 1.6% | $39.11 | +22.26% | 9 qtrssince 2023-Q4 | Increased 48 |
MADRIGAL PHARMACEUTICALS INC COM | 247,560 | $144.2M | 1.6% | $324.36 | +79.54% | 5 qtrssince 2024-Q4 | Increased 49 |
HCI GROUP INC COM | 747,783 | $143.3M | 1.6% | $72.09 | +163.97% | 19 qtrssince 2021-Q2 | Increased 48 |
BLOOM ENERGY CORP COM CL A | 1.6M | $135.2M | 1.5% | $86.89 | 0.00% | 1 qtr | New 69 |
CUSTOMERS BANCORP INC COM | 1.7M | $126.2M | 1.4% | $51.57 | +41.78% | 9 qtrssince 2023-Q4 | Increased 48 |
UNITY SOFTWARE INC | 2.8M | $123.3M | 1.4% | $39.92 | +13.07% | 3 qtrssince 2025-Q2 | Increased 48 |
ATRICURE INC COM | 3.1M | $122.5M | 1.3% | $25.50 | +55.16% | 7 qtrssince 2024-Q2 | Increased 48 |
ALIGNMENT HEALTHCARE INC COM | 6.2M | $121.9M | 1.3% | $11.24 | +71.24% | 13 qtrssince 2022-Q4 | Increased 50 |
LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 4.4M | $116.8M | 1.3% | $22.77 | +17.96% | 12 qtrssince 2023-Q1 | Increased 48 |
Hood River Capital Management LLC manages $9.1B across 175 positions as of Q4 2025. Top holdings: APLD (5.9%), MTZ (3.5%), DAVE (2.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2.5/5.0.
Active quarter - 45 new positions, 23 exits, 84 increased. Top move: BE (NEW, conviction 69). Portfolio: $9.1B across 175 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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