Hood River Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Hood River Capital Management Llc disclosed 129 stock positions valued at approximately $13.79B as of quarter-end June 30, 2026. The largest holdings include APPLIED DIGITAL CORP, DIGITALOCEAN HOLDINGS INC, and MASTEC INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 129
- Portfolio Value
- $13.79B
Holdings by Sector
Hood River Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | APLD | Technology | 6.09% | 22,518,887 | -556,725 | -2.41% | $839,954,485 |
| DIGITALOCEAN HOLDINGS INC | DOCN | Technology | 4.78% | 4,200,719 | +713,601 | +20.46% | $659,638,905 |
| MASTEC INC | MTZ | Industrials | 3.54% | 1,173,918 | -121,467 | -9.38% | $488,420,323 |
| DAVE INC | DAVE | Technology | 2.98% | 1,104,277 | -41,624 | -3.63% | $411,442,567 |
| BLOOM ENERGY CORP- A | BE | Industrials | 2.95% | 1,345,873 | -230,385 | -14.62% | $407,395,757 |
| SEMTECH CORP | SMTC | Technology | 2.64% | 2,250,382 | -37,147 | -1.62% | $364,224,327 |
| XPO INC | XPO | Industrials | 1.93% | 1,297,453 | +137,623 | +11.87% | $266,354,126 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 1.92% | 1,221,912 | +87,997 | +7.76% | $264,324,004 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 1.79% | 663,375 | +43,789 | +7.07% | $246,556,586 |
| KNIGHT-SWIFT TRANSPORTATION | KNX | Industrials | 1.73% | 3,058,241 | +381,285 | +14.24% | $238,145,227 |
| LUMENTUM HOLDINGS INC | LITE | Technology | 1.63% | 262,757 | -12,866 | -4.67% | $225,461,271 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 1.63% | 1,469,538 | +176,446 | +13.65% | $224,780,532 |
| LIVANOVA PLC | LIVN | Other | 1.53% | 2,565,477 | +1,928,937 | +303.03% | $210,959,174 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.52% | 1,395,307 | +85,242 | +6.51% | $209,337,909 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 1.50% | 1,392,510 | +116,991 | +9.17% | $206,314,282 |
| BABCOCK & WILCOX ENTERPR | BW | Industrials | 1.40% | 13,689,679 | +2,085,991 | +17.98% | $193,024,474 |
| XOMETRY INC-A | XMTR | Industrials | 1.39% | 1,988,360 | +863,627 | +76.79% | $191,916,507 |
| HUT 8 CORP | HUT | Financial Services | 1.38% | 1,651,895 | -191,687 | -10.40% | $190,703,018 |
| RXO INC | RXO | Industrials | 1.30% | 6,478,546 | +2,026,330 | +45.51% | $178,743,084 |
| KRATOS DEFENSE & SECURITY | KTOS | Industrials | 1.13% | 3,137,727 | +423,156 | +15.59% | $156,447,068 |
| CUSTOMERS BANCO | CUBI | Financial Services | 1.11% | 1,941,996 | +210,686 | +12.17% | $153,611,884 |
| CLEAN HARBORS INC | CLH | Industrials | 1.08% | 498,747 | +374,472 | +301.33% | $149,000,666 |
| BLACKBERRY LTD | BB | Technology | 1.07% | 11,672,761 | -203,791 | -1.72% | $147,660,427 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 1.07% | 6,184,526 | +130,049 | +2.15% | $147,253,564 |
| BANDWIDTH INC-CLASS A | BAND | Technology | 1.05% | 2,295,924 | +2,295,924 | +100.00% | $145,331,989 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 1.03% | 425,167 | +66,549 | +18.56% | $142,341,660 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 1.03% | 1,738,613 | +74,054 | +4.45% | $141,818,662 |
| GRANITE CONSTRUCTION INC | GVA | Industrials | 1.00% | 871,255 | -18,237 | -2.05% | $137,727,990 |
| UNITY SOFTWARE INC | U | Technology | 0.98% | 4,736,216 | +242,463 | +5.40% | $135,361,053 |
| RUSH STREET INTERACTIVE INC | RSI | Consumer Cyclical | 0.96% | 4,454,433 | +803,196 | +22.00% | $132,474,837 |
Showing 30 of 129 holdings in the latest reporting period.