Hood River Capital Management Llc Portfolio Stock Holdings
Hood River Capital Management Llc disclosed 167 stock positions valued at approximately $10.0 billion in its latest SEC 13F filing. The largest holdings include APPLIED DIGITAL CORP, MASTEC INC, and COMFORT SYSTEMS USA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 167
- Portfolio Value
- $10.0B
Holdings by Sector
Hood River Capital Management Llc Portfolio Holdings in Q1 2026
137 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | APLD | Technology | 5.49% | 23,075,612 | +1,038,181 | +4.71% | $547,815,029 |
| MASTEC INC | MTZ | Industrials | 4.18% | 1,295,385 | -188,276 | -12.69% | $416,777,170 |
| COMFORT SYSTEMS USA INC | FIX | Industrials | 3.45% | 249,385 | +3,528 | +1.43% | $343,899,421 |
| DIGITALOCEAN HOLDINGS INC | DOCN | Technology | 3.00% | 3,487,118 | +2,348,990 | +206.39% | $299,124,982 |
| XPO INC | XPO | Industrials | 2.26% | 1,159,830 | +10,880 | +0.95% | $225,644,927 |
| BLOOM ENERGY CORP- A | BE | Industrials | 2.14% | 1,576,258 | +20,524 | +1.32% | $213,567,196 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 2.14% | 1,133,915 | +17,813 | +1.60% | $213,176,020 |
| DAVE INC | DAVE | Technology | 2.00% | 1,145,901 | +29,970 | +2.69% | $199,489,905 |
| LUMENTUM HOLDINGS INC | LITE | Technology | 1.94% | 275,623 | -27,503 | -9.07% | $193,696,819 |
| KRATOS DEFENSE & SECURITY | KTOS | Industrials | 1.92% | 2,714,571 | -30,901 | -1.13% | $191,404,401 |
| SEMTECH CORP | SMTC | Technology | 1.76% | 2,287,529 | +51,305 | +2.29% | $175,888,105 |
| BABCOCK & WILCOX ENTERPR | BW | Industrials | 1.71% | 11,603,688 | +955,299 | +8.97% | $170,458,177 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 1.60% | 619,586 | +6,284 | +1.02% | $160,051,456 |
| QXO INC | QXO | Technology | 1.58% | 8,136,061 | +83,161 | +1.03% | $158,002,305 |
| KNIGHT-SWIFT TRANSPORTATION | KNX | Industrials | 1.55% | 2,676,956 | +1,089,910 | +68.68% | $154,139,126 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 1.31% | 249,511 | +1,951 | +0.79% | $130,611,523 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.21% | 1,310,065 | +331,550 | +33.88% | $121,010,704 |
| CUSTOMERS BANCO | CUBI | Financial Services | 1.21% | 1,731,310 | +5,609 | +0.33% | $120,170,227 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 1.20% | 1,293,092 | +370,515 | +40.16% | $119,947,214 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 1.16% | 358,618 | +69,151 | +23.89% | $115,543,133 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 1.14% | 1,664,559 | +661,484 | +65.95% | $113,406,405 |
| INSMED INC | INSM | Healthcare | 1.13% | 688,554 | +50,977 | +8.00% | $112,592,350 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 1.08% | 1,275,519 | -102 | -0.01% | $107,896,152 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 1.07% | 6,054,477 | -118,956 | -1.93% | $106,679,885 |
| GRANITE CONSTRUCTION INC | GVA | Industrials | 1.07% | 889,492 | +52,964 | +6.33% | $106,632,301 |
| SCHOLAR ROCK HOLDING CORP | SRRK | Healthcare | 1.01% | 2,049,679 | +22,921 | +1.13% | $100,762,220 |
| ENSIGN GROUP INC/THE | ENSG | Healthcare | 0.99% | 490,426 | -1,577 | -0.32% | $98,820,839 |
| OSI SYSTEMS INC | OSIS | Technology | 0.99% | 372,074 | -7,300 | -1.92% | $98,789,368 |
| UNITY SOFTWARE INC | U | Technology | 0.99% | 4,493,753 | +1,701,746 | +60.95% | $98,592,941 |
| ACI WORLDWIDE INC | ACIW | Technology | 0.98% | 2,391,319 | -645,172 | -21.25% | $98,067,992 |
| HCI GROUP INC | HCI | Financial Services | 0.97% | 623,801 | -123,982 | -16.58% | $96,445,873 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.96% | 1,179,441 | +1,179,441 | +100.00% | $95,416,777 |
| API GROUP CORP | APG | Industrials | 0.95% | 2,346,561 | +30,574 | +1.32% | $95,082,652 |
| DENISON MINES CORP | DNN | Energy | 0.95% | 26,829,391 | -183,878 | -0.68% | $94,707,750 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 0.94% | 1,265,080 | +9,895 | +0.79% | $93,944,841 |
| ONDAS INC | ONDS | Technology | 0.93% | 10,261,811 | -7,095,402 | -40.88% | $92,766,771 |
| ATRICURE INC | ATRC | Healthcare | 0.89% | 3,117,545 | +20,934 | +0.68% | $88,943,559 |
| PROTAGONIST THE | PTGX | Healthcare | 0.88% | 829,285 | +829,285 | +100.00% | $87,406,639 |
| HUT 8 CORP | HUT | Financial Services | 0.87% | 1,843,582 | +801,913 | +76.98% | $86,482,432 |
| ESCO TECHNOLOGIES INC | ESE | Technology | 0.86% | 304,140 | +3,945 | +1.31% | $85,575,872 |
| OLLIES BARGAIN OUTLET HLDG INC | OLLI | Consumer Defensive | 0.81% | 873,922 | -30,121 | -3.33% | $80,435,781 |
| RUSH STREET INTERACTIVE INC | RSI | Consumer Cyclical | 0.80% | 3,651,237 | +119,533 | +3.38% | $79,414,405 |
| RADNET INC | RDNT | Healthcare | 0.79% | 1,411,497 | +15,606 | +1.12% | $78,888,567 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 0.71% | 2,624,490 | -1,769,095 | -40.27% | $70,703,761 |
| SITIME CORP | SITM | Technology | 0.70% | 202,750 | -65,399 | -24.39% | $70,019,713 |
| TRANSMEDICS GROUP INC | TMDX | Healthcare | 0.70% | 699,770 | +9,413 | +1.36% | $69,564,136 |
| WESBANCO INC | WSBC | Financial Services | 0.70% | 2,013,953 | +1,119,522 | +125.17% | $69,461,239 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 0.66% | 1,056,534 | +1,056,534 | +100.00% | $66,244,682 |
| RXO INC | RXO | Industrials | 0.65% | 4,452,216 | +2,458,725 | +123.34% | $65,091,398 |
| AXSOME THERAPEUTICS INC | AXSM | Healthcare | 0.63% | 371,503 | +5,327 | +1.45% | $62,791,437 |
| RAMBUS INC | RMBS | Technology | 0.63% | 727,494 | +18,648 | +2.63% | $62,586,309 |
| KIRBY CORP | KEX | Industrials | 0.62% | 464,322 | +464,322 | +100.00% | $61,699,107 |
| FIVE BELOW | FIVE | Consumer Cyclical | 0.62% | 268,808 | +2,419 | +0.91% | $61,417,252 |
| FLOWSERVE CORP | FLS | Industrials | 0.60% | 815,798 | -16,537 | -1.99% | $59,969,311 |
| UNIVERSAL TECHNICAL INSTITUT | UTI | Consumer Defensive | 0.57% | 1,586,188 | -32,265 | -1.99% | $57,261,387 |
| FABRINET | FN | Other | 0.57% | 109,117 | +26,960 | +32.82% | $56,906,698 |
| VSE CORP | VSEC | Industrials | 0.56% | 305,287 | +229,733 | +304.06% | $56,294,923 |
| KURA SUSHI USA INC CLASS A | KRUS | Consumer Cyclical | 0.56% | 796,393 | +206,882 | +35.09% | $55,580,267 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 0.55% | 2,354,285 | +37,732 | +1.63% | $54,996,098 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 0.53% | 404,393 | +15,096 | +3.88% | $53,274,734 |
| NLIGHT INC | LASR | Technology | 0.53% | 922,979 | +118,522 | +14.73% | $52,628,263 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 0.52% | 1,569,171 | -12,063 | -0.76% | $52,127,861 |
| ACADEMY SPORTS & OUTDOORS IN | ASO | Consumer Cyclical | 0.51% | 907,187 | -17,748 | -1.92% | $51,210,706 |
| PALOMAR HOLDINGS INC | PLMR | Financial Services | 0.51% | 426,046 | +426,046 | +100.00% | $50,912,497 |
| TTM TECHNOLOGIES | TTMI | Technology | 0.50% | 516,431 | -117,509 | -18.54% | $50,310,708 |
| NUVALENT INC-A | NUVL | Healthcare | 0.49% | 479,998 | +4,558 | +0.96% | $49,175,795 |
| TEXAS CAPITAL BANCSHARES INC | TCBI | Financial Services | 0.49% | 516,966 | +516,966 | +100.00% | $49,049,734 |
| HA SUSTAINABLE INFRASTRUCTURE | HASI | Real Estate | 0.49% | 1,323,910 | +478,414 | +56.58% | $48,653,693 |
| CELSIUS HOLDINGS INC | CELH | Consumer Defensive | 0.49% | 1,370,561 | -1,042,121 | -43.19% | $48,627,504 |
| NORTHERN OIL AND GAS INC | NOG | Energy | 0.47% | 1,586,599 | +316,228 | +24.89% | $46,376,289 |
| XOMETRY INC-A | XMTR | Industrials | 0.46% | 1,124,733 | +341,950 | +43.68% | $45,934,096 |
| SCHNEIDER NATIONAL INC-CL B | SNDR | Industrials | 0.46% | 1,728,597 | +701,863 | +68.36% | $45,565,817 |
| TRANSCAT INC | TRNS | Industrials | 0.45% | 614,554 | +68,738 | +12.59% | $45,138,991 |
| GRAND CANYON EDUCATION INC | LOPE | Consumer Defensive | 0.45% | 262,557 | -48,879 | -15.69% | $44,642,567 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.43% | 101,762 | +27,029 | +36.17% | $43,217,304 |
| LANDBRIDGE CO LLC-A | LB | Energy | 0.43% | 621,075 | +4 | +0.00% | $42,885,229 |
| KNIFE RIVER CORP | KNF | Basic Materials | 0.42% | 510,622 | +510,622 | +100.00% | $41,692,286 |
| PEGASYTEMS INC | PEGA | Technology | 0.42% | 975,621 | -612,782 | -38.58% | $41,522,430 |
| LIVANOVA PLC | LIVN | Other | 0.41% | 636,540 | +636,540 | +100.00% | $40,458,482 |
| MODINE MANUFACTURING CO | MOD | Consumer Cyclical | 0.40% | 185,818 | -330,702 | -64.03% | $40,268,619 |
| INTERFACE INC | TILE | Industrials | 0.40% | 1,612,087 | -31,411 | -1.91% | $40,173,208 |
| ENOVIS CORP | ENOV | Industrials | 0.40% | 1,756,669 | +18,484 | +1.06% | $39,964,220 |
| RED CAT HOLDINGS INC | RCAT | Technology | 0.40% | 3,033,005 | +3,033,005 | +100.00% | $39,702,035 |
| BLACKBERRY LTD | BB | Technology | 0.39% | 11,876,552 | +792,087 | +7.15% | $38,480,028 |
| CLEAN HARBORS INC | CLH | Industrials | 0.36% | 124,275 | -2,490 | -1.96% | $35,633,371 |
| BUTTERFLY NETWORK INC | BFLY | Healthcare | 0.35% | 8,620,848 | +1,666,362 | +23.96% | $34,828,226 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 0.33% | 907,412 | +10,009 | +1.12% | $32,957,204 |
| AXT INC | AXTI | Technology | 0.30% | 526,663 | -1,485,565 | -73.83% | $30,009,258 |
| OKLO INC | OKLO | Utilities | 0.29% | 589,294 | +589,294 | +100.00% | $29,223,089 |
| GFL ENVIRONMENTAL INC-SUB VT | GFL | Industrials | 0.29% | 682,650 | +97,304 | +16.62% | $28,480,158 |
| SYMBOTIC INC | SYM | Industrials | 0.28% | 524,415 | +70,423 | +15.51% | $27,898,878 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 0.26% | 285,384 | +5,356 | +1.91% | $26,363,774 |
| EAGLE MATERIALS INC | EXP | Basic Materials | 0.26% | 137,840 | -157,805 | -53.38% | $26,113,788 |
| TERADYNE INC | TER | Technology | 0.26% | 87,770 | +11,872 | +15.64% | $26,020,294 |
| NRG ENERGY INC | NRG | Utilities | 0.25% | 173,471 | +23,150 | +15.40% | $25,351,052 |
| CAMPING WORLD HOLDINGS INC-A | CWH | Consumer Cyclical | 0.25% | 3,695,046 | +509,643 | +16.00% | $25,237,164 |
| ALPHATEC HOLDINGS INC | ATEC | Healthcare | 0.25% | 2,300,899 | +1,162,549 | +102.13% | $25,033,781 |
| LIGHTPATH TECHNOLOGIES INC-A | LPTH | Technology | 0.24% | 2,435,763 | +109,825 | +4.72% | $24,430,703 |
| UNITED STATES ANTIMONY CORP | UAMY | Basic Materials | 0.24% | 2,759,376 | +354,104 | +14.72% | $24,089,352 |
| TAKE-TWO INTERACTIVE SOFTWRE | TTWO | Communication Services | 0.23% | 116,233 | +48,347 | +71.22% | $22,956,018 |