Hood River Capital Management LLC Top Holdings and 13F Report (2026)

About Hood River Capital Management LLC

Investment Activity

Hood River Capital Management LLC has $13.79 billion in total holdings as of June 30, 2026.
Hood River Capital Management LLC owns shares of 166 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 19.11% of the portfolio was purchased this quarter.
About 11.22% of the portfolio was sold this quarter.
This quarter, Hood River Capital Management LLC has purchased 167 new stocks and bought additional shares in 92 stocks.
Hood River Capital Management LLC sold shares of 37 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Applied Digital: $839,954,485
DIGITALOCEAN HOLDINGS INC: $659,638,905
MasTec: $488,420,323
Dave: $411,442,567
Bloom Energy: $407,395,757

Largest New Holdings this Quarter

05988J103 - Bandwidth: $145,331,989 Holding
008073108 - AeroVironment: $93,141,408 Holding
192422103 - Cognex: $84,888,551 Holding
15102K100 - Celcuity: $65,744,359 Holding
64428N109 - NEW ERA ENERGY & DIGITAL INC: $54,848,764 Holding

Largest Purchases this Quarter

LivaNova: 1,928,937 shares (about $158.62M)
Bandwidth: 2,295,924 shares (about $145.33M)
DIGITALOCEAN HOLDINGS INC: 713,601 shares (about $112.06M)
Clean Harbors: 374,472 shares (about $111.87M)
DraftKings: 3,791,364 shares (about $95.77M)

Largest Sales this Quarter

Bloom Energy: 230,385 shares (about $69.74M)
QXO INC: 3,197,459 shares (about $55.25M)
SiTime: 69,051 shares (about $51.48M)
MasTec: 121,467 shares (about $50.54M)
Madrigal Pharmaceuticals: 80,427 shares (about $43.19M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
APLD Applied Digital	$839,954,485	$20,765,842 â–¼	-2.4%	22,518,887	6.1%	Technology
DIGITALOCEAN HOLDINGS INC	$659,638,905	$112,056,765 â–²	20.5%	4,200,719	4.8%	COMMON STOCKS
MTZ MasTec	$488,420,323	$50,537,560 â–¼	-9.4%	1,173,918	3.5%	Industrials
DAVE Dave	$411,442,567	$15,508,686 â–¼	-3.6%	1,104,277	3.0%	Finance
BE Bloom Energy	$407,395,757	$69,737,539 â–¼	-14.6%	1,345,873	3.0%	Industrials
SMTC Semtech	$364,224,327	$6,012,242 â–¼	-1.6%	2,250,382	2.6%	Technology
XPO XPO	$266,354,126	$28,252,626 â–²	11.9%	1,297,453	1.9%	Industrials
FCFS FirstCash	$264,324,004	$19,035,511 â–²	7.8%	1,221,912	1.9%	Finance
KRYS Krystal Biotech	$246,556,586	$16,275,058 â–²	7.1%	663,375	1.8%	Healthcare
KNX Knight-Swift Transportation	$238,145,227	$29,690,663 â–²	14.2%	3,058,241	1.7%	Industrials
LITE Lumentum	$225,461,271	$11,039,800 â–¼	-4.7%	262,757	1.6%	Technology
LSCC Lattice Semiconductor	$224,780,532	$26,989,180 â–²	13.6%	1,469,538	1.6%	Technology
LIVN LivaNova	$210,959,174	$158,616,490 â–²	303.0%	2,565,477	1.5%	Healthcare
GH Guardant Health	$209,337,909	$12,788,857 â–²	6.5%	1,395,307	1.5%	Healthcare
AAOI Applied Optoelectronics	$206,314,282	$17,333,387 â–²	9.2%	1,392,510	1.5%	Technology
BW Babcock	$193,024,474	$29,412,473 â–²	18.0%	13,689,679	1.4%	Industrials
XMTR Xometry	$191,916,507	$83,357,278 â–²	76.8%	1,988,360	1.4%	Industrials
HUT 8 CORP	$190,703,018	$22,129,306 â–¼	-10.4%	1,651,895	1.4%	COMMON STOCKS
RXO RXO	$178,743,084	$55,906,445 â–²	45.5%	6,478,546	1.3%	Industrials
KTOS Kratos Defense & Security Solutions	$156,447,068	$21,098,558 â–²	15.6%	3,137,727	1.1%	Industrials
CUBI Customers Bancorp	$153,611,884	$16,665,263 â–²	12.2%	1,941,996	1.1%	Finance
CLH Clean Harbors	$149,000,666	$111,873,510 â–²	301.3%	498,747	1.1%	Industrials
BB BlackBerry	$147,660,427	$2,577,956 â–¼	-1.7%	11,672,761	1.1%	Technology
ALHC Alignment Healthcare	$147,253,564	$3,096,467 â–²	2.1%	6,184,526	1.1%	Healthcare
BAND Bandwidth	$145,331,989	$145,331,989 â–²	New Holding	2,295,924	1.1%	Communication Services
PRAXIS PRECISION MEDICINES I	$142,341,660	$22,279,940 â–²	18.6%	425,167	1.0%	COMMON STOCKS
PTCT PTC Therapeutics	$141,818,662	$6,040,585 â–²	4.4%	1,738,613	1.0%	Healthcare
GVA Granite Construction	$137,727,990	$2,882,905 â–¼	-2.1%	871,255	1.0%	Industrials
U Unity Software	$135,361,053	$6,929,593 â–²	5.4%	4,736,216	1.0%	Technology
RSI Rush Street Interactive	$132,474,837	$23,887,049 â–²	22.0%	4,454,433	1.0%	Consumer Discretionary
SRRK Scholar Rock	$122,363,340	$9,630,995 â–²	8.5%	2,224,788	0.9%	Healthcare
ACIW ACI Worldwide	$117,169,112	$3,090,320 â–¼	-2.6%	2,329,869	0.8%	Technology
ESE ESCO Technologies	$115,617,162	$9,155,996 â–²	8.6%	330,297	0.8%	Industrials
INSM Insmed	$112,683,586	$39,269,959 â–²	53.5%	1,056,871	0.8%	Healthcare
RCAT Red Cat	$112,658,075	$80,356,572 â–²	248.8%	10,578,223	0.8%	Industrials
BFLY Butterfly Network	$111,060,895	$38,473,355 â–²	53.0%	13,190,130	0.8%	Healthcare
CAVA CAVA Group	$110,362,422	$17,799,892 â–²	19.2%	1,406,249	0.8%	Consumer Discretionary
PTGX Protagonist Therapeutics	$108,206,024	$6,552,269 â–²	6.4%	882,738	0.8%	Healthcare
APG APi Group	$107,517,079	$8,140,221 â–²	8.2%	2,538,774	0.8%	Industrials
DKNG DraftKings	$107,240,547	$95,769,855 â–²	834.9%	4,245,469	0.8%	Consumer Discretionary
LTH Life Time Group	$104,130,524	$3,053,648 â–¼	-2.8%	2,549,719	0.8%	Consumer Discretionary
BBIO BridgeBio Pharma	$100,364,407	$6,141,248 â–²	6.5%	1,347,535	0.7%	Healthcare
SITM SiTime	$99,680,626	$51,481,663 â–¼	-34.1%	133,699	0.7%	Technology
AXSM Axsome Therapeutics	$98,563,494	$7,630,705 â–²	8.4%	402,678	0.7%	Healthcare
ONDS Ondas	$96,311,551	$11,754,228 â–²	13.9%	11,688,295	0.7%	Industrials
KARMAN HOLDINGS INC	$95,646,371	$31,310,273 â–²	48.7%	1,915,993	0.7%	COMMON STOCKS
TTMI TTM Technologies	$93,830,926	$2,751,999 â–¼	-2.8%	501,716	0.7%	Technology
AVAV AeroVironment	$93,141,408	$93,141,408 â–²	New Holding	564,254	0.7%	Industrials
WSBC WesBanco	$92,396,929	$13,792,343 â–²	17.5%	2,367,331	0.7%	Finance
ARWR Arrowhead Pharmaceuticals	$91,352,088	$5,234,002 â–²	6.1%	1,120,747	0.7%	Healthcare
MDGL Madrigal Pharmaceuticals	$90,789,654	$43,185,278 â–¼	-32.2%	169,084	0.7%	Healthcare
OSIS OSI Systems	$90,608,285	$9,235,701 â–²	11.3%	414,304	0.7%	Technology
RDNT RadNet	$89,804,162	$2,757,142 â–²	3.2%	1,456,205	0.7%	Healthcare
TGTX TG Therapeutics	$87,932,019	$1,721,765 â–²	2.0%	1,600,510	0.6%	Healthcare
PLMR Palomar	$86,233,748	$32,385,794 â–²	60.1%	682,283	0.6%	Finance
QXO INC	$85,339,043	$55,252,092 â–¼	-39.3%	4,938,602	0.6%	COMMON STOCKS
CGNX Cognex	$84,888,551	$84,888,551 â–²	New Holding	1,172,170	0.6%	Technology
DNN Denison Mine	$81,772,551	$325,385 â–¼	-0.4%	26,723,056	0.6%	Materials
ATRC AtriCure	$81,290,266	$5,938,643 â–¼	-6.8%	2,905,299	0.6%	Healthcare
ENSG The Ensign Group	$80,874,075	$2,258,787 â–²	2.9%	504,517	0.6%	Healthcare
USA RARE EARTH INC	$79,605,340	$11,957,327 â–¼	-13.1%	3,688,848	0.6%	COMMON STOCKS
NBIX Neurocrine Biosciences	$79,082,184	$10,927,809 â–²	16.0%	469,233	0.6%	Healthcare
GENI Genius Sports	$78,354,400	$34,457,699 â–²	78.5%	12,929,769	0.6%	Consumer Discretionary
ALMONTY INDUSTRIES INC	$76,525,532	$6,564,914 â–²	9.4%	4,621,107	0.6%	COMMON STOCKS
SIG Signet Jewelers	$75,707,219	$2,509,023 â–²	3.4%	878,274	0.5%	Consumer Discretionary
VSEC VSE	$75,446,587	$5,688,508 â–²	8.2%	330,182	0.5%	Industrials
SNDR Schneider National	$70,308,086	$7,162,437 â–²	11.3%	1,924,667	0.5%	Industrials
TER Teradyne	$67,948,070	$25,481,433 â–²	60.0%	140,435	0.5%	Technology
KEX Kirby	$67,641,812	$4,507,949 â–²	7.1%	497,476	0.5%	Industrials
WATERBRIDGE INFRASTRUC-CL A	$67,183,079	$45,916,008 â–²	215.9%	1,960,405	0.5%	COMMON STOCKS
UTI Universal Technical Institute	$66,636,002	$1,205,259 â–¼	-1.8%	1,558,008	0.5%	Consumer Discretionary
CELC Celcuity	$65,744,359	$65,744,359 â–²	New Holding	628,411	0.5%	Healthcare
FN Fabrinet	$65,469,392	$4,136,909 â–²	6.7%	116,477	0.5%	Technology
AXON Axon Enterprise	$60,067,680	$3,018,885 â–²	5.3%	107,147	0.4%	Industrials
FLS Flowserve	$59,451,031	$1,048,548 â–¼	-1.7%	801,659	0.4%	Industrials
LPTH LightPath Technologies	$58,240,989	$18,416,264 â–²	46.2%	3,562,140	0.4%	Technology
LASR nLight	$58,218,263	$6,039,535 â–¼	-9.4%	836,229	0.4%	Technology
TCBI Texas Capital Bancshares	$57,743,612	$4,361,702 â–²	8.2%	559,206	0.4%	Finance
OLLI Ollie's Bargain Outlet	$57,072,099	$10,115,025 â–¼	-15.1%	742,353	0.4%	Consumer Discretionary
TILE Interface	$56,786,760	$990,438 â–¼	-1.7%	1,584,452	0.4%	Industrials
SNDX Syndax Pharmaceuticals	$56,055,139	$4,590,469 â–²	8.9%	2,564,279	0.4%	Healthcare
TRNS Transcat	$55,804,959	$1,207,216 â–¼	-2.1%	601,541	0.4%	Industrials
NEW ERA ENERGY & DIGITAL INC	$54,848,764	$54,848,764 â–²	New Holding	8,596,985	0.4%	COMMON STOCKS
FIVE Five Below	$51,258,489	$2,929,498 â–²	6.1%	285,102	0.4%	Consumer Discretionary
HASI HA Sustainable Infrastructure Capital	$50,816,077	$882,608 â–¼	-1.7%	1,301,308	0.4%	Finance
ITG INC CL A	$50,000,000	$50,000,000 â–²	New Holding	3,125,000	0.4%	COMMON STOCKS
TMDX TransMedics Group	$49,890,254	$3,411,530 â–²	7.3%	751,133	0.4%	Healthcare
AXGN AxoGen	$49,288,056	$49,288,056 â–²	New Holding	1,067,072	0.4%	Healthcare
YORK SPACE SYSTEMS INC	$48,352,252	$24,015,136 â–²	98.7%	1,963,942	0.4%	COMMON STOCKS
ENOV Enovis	$47,596,048	$11,233,000 â–²	30.9%	2,299,326	0.3%	Healthcare
LANDBRIDGE CO LLC-A	$46,959,130	$2,254,853 â–¼	-4.6%	592,619	0.3%	COMMON STOCKS
KNF Knife River	$44,758,940	$2,045,410 â–²	4.8%	535,074	0.3%	Materials
SN SharkNinja	$43,965,831	$14,375,506 â–²	48.6%	288,736	0.3%	Consumer Discretionary
TTWO Take-Two Interactive Software	$43,199,544	$14,143,618 â–²	48.7%	172,812	0.3%	Communication Services
ROCKET LAB CORP	$42,886,643	$14,099,160 â–²	49.0%	421,905	0.3%	COMMON STOCKS
XENERGY INC	$42,878,623	$42,878,623 â–²	New Holding	2,335,437	0.3%	COMMON STOCKS
WULF TeraWulf	$42,248,436	$42,248,436 â–²	New Holding	1,710,463	0.3%	Technology
ASO Academy Sports and Outdoors	$42,013,284	$742,439 â–¼	-1.7%	891,434	0.3%	Consumer Discretionary
CYTK Cytokinetics	$39,977,367	$39,977,367 â–²	New Holding	469,273	0.3%	Healthcare
BOOT Boot Barn	$39,151,619	$39,151,619 â–²	New Holding	238,337	0.3%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Hood River Capital Management LLC Top Holdings and 13F Report (2026)

About Hood River Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hood River Capital Management LLC Top Holdings and 13F Report (2026)

About Hood River Capital Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHood River Capital Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools