Hood River Capital Management LLC

CIK 0001578177 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Hood River Capital Management LLC reported 166 positions worth $13.79B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APLD (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$13.79B
2026 Q2
Positions
166
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.4%
Est. Net Flow (Q)
2026 Q2
10 / 166 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1APLDAPPLIED DIGITAL CORPSH$840.0M6.09%22,518,887
2DOCNDIGITALOCEAN HOLDINGS INCSH$659.6M4.78%4,200,719
3MTZMASTEC INCSH$488.4M3.54%1,173,918
4DAVEDAVE INCSH$411.4M2.98%1,104,277
5BEBLOOM ENERGY CORP- ASH$407.4M2.95%1,345,873
6SMTCSEMTECH CORPSH$364.2M2.64%2,250,382
7XPOXPO INCSH$266.4M1.93%1,297,453
8FCFSFIRSTCASH HOLDINGS INCSH$264.3M1.92%1,221,912
9KRYSKRYSTAL BIOTECH INCSH$246.6M1.79%663,375
10KNXKNIGHT-SWIFT TRANSPORTATIONSH$238.1M1.73%3,058,241

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hood River Capital Management LLC hold as of Q2 2026?

Hood River Capital Management LLC reported 166 positions worth $13.79B in its Q2 2026 13F filing. Largest positions: APLD (6.1%), DOCN (4.8%), MTZ (3.5%), DAVE (3.0%) and BE (3.0%).

What did Hood River Capital Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hood River Capital Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.