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 ↗
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
Top Holdings
APLD
APPLIED DIGITAL CORP
6.1%
DOCN
DIGITALOCEAN HOLDINGS INC
4.8%
MTZ
MASTEC INC
3.5%
DAVE
DAVE INC
3.0%
BE
BLOOM ENERGY CORP- A
3.0%
SMTC
SEMTECH CORP
2.6%
XPO
XPO INC
1.9%
FCFS
FIRSTCASH HOLDINGS INC
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.