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 $9.98 billion in total holdings as of March 31, 2026.
Hood River Capital Management LLC owns shares of 168 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 17.87% of the portfolio was purchased this quarter.
About 16.01% of the portfolio was sold this quarter.
This quarter, Hood River Capital Management LLC has purchased 175 new stocks and bought additional shares in 99 stocks.
Hood River Capital Management LLC sold shares of 36 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Applied Digital: $547,815,029
MasTec: $416,777,170
Comfort Systems USA: $343,899,421
DIGITALOCEAN HOLDINGS INC: $299,124,982
XPO: $225,644,927

Largest New Holdings this Quarter

148929102 - CAVA Group: $95,416,777 Holding
74366E102 - Protagonist Therapeutics: $87,406,639 Holding
91733P107 - USA RARE EARTH INC: $79,382,187 Holding
04280A100 - Arrowhead Pharmaceuticals: $66,244,682 Holding
497266106 - Kirby: $61,699,107 Holding

Largest Purchases this Quarter

DIGITALOCEAN HOLDINGS INC: 2,348,990 shares (about $201.50M)
CAVA Group: 1,179,441 shares (about $95.42M)
Protagonist Therapeutics: 829,285 shares (about $87.41M)
USA RARE EARTH INC: 4,242,941 shares (about $79.38M)
Arrowhead Pharmaceuticals: 1,056,534 shares (about $66.24M)

Largest Sales this Quarter

AXT: 1,485,565 shares (about $84.65M)
Modine Manufacturing: 330,702 shares (about $71.67M)
Tower Semiconductor: 372,333 shares (about $65.34M)
Ondas: 7,095,402 shares (about $64.14M)
MasTec: 188,276 shares (about $60.58M)

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	$547,815,029	$24,646,417 â–²	4.7%	23,075,612	5.5%	Finance
MTZ MasTec	$416,777,170	$60,575,920 â–¼	-12.7%	1,295,385	4.2%	Construction
FIX Comfort Systems USA	$343,899,421	$4,865,077 â–²	1.4%	249,385	3.4%	Construction
DIGITALOCEAN HOLDINGS INC	$299,124,982	$201,496,362 â–²	206.4%	3,487,118	3.0%	COMMON STOCKS
XPO XPO	$225,644,927	$2,116,704 â–²	0.9%	1,159,830	2.3%	Transportation
BE Bloom Energy	$213,567,196	$2,780,797 â–²	1.3%	1,576,258	2.1%	Energy
FCFS FirstCash	$213,176,020	$3,348,844 â–²	1.6%	1,133,915	2.1%	Business Services
DAVE Dave	$199,489,905	$5,217,477 â–²	2.7%	1,145,901	2.0%	Business Services
LITE Lumentum	$193,696,819	$19,328,008 â–¼	-9.1%	275,623	1.9%	Computer and Technology
KTOS Kratos Defense & Security Solutions	$191,404,401	$2,178,830 â–¼	-1.1%	2,714,571	1.9%	Aerospace
SMTC Semtech	$175,888,105	$3,944,841 â–²	2.3%	2,287,529	1.8%	Computer and Technology
BW Babcock	$170,458,177	$14,033,342 â–²	9.0%	11,603,688	1.7%	Computer and Technology
KRYS Krystal Biotech	$160,051,456	$1,623,283 â–²	1.0%	619,586	1.6%	Medical
QXO INC	$158,002,305	$1,614,987 â–²	1.0%	8,136,061	1.6%	COMMON STOCKS
KNX Knight-Swift Transportation	$154,139,126	$62,757,018 â–²	68.7%	2,676,956	1.5%	Transportation
MDGL Madrigal Pharmaceuticals	$130,611,523	$1,021,290 â–²	0.8%	249,511	1.3%	Medical
GH Guardant Health	$121,010,704	$30,625,273 â–²	33.9%	1,310,065	1.2%	Medical
CUBI Customers Bancorp	$120,170,227	$389,321 â–²	0.3%	1,731,310	1.2%	Finance
LSCC Lattice Semiconductor	$119,947,214	$34,368,971 â–²	40.2%	1,293,092	1.2%	Computer and Technology
PRAXIS PRECISION MEDICINES I	$115,543,133	$22,279,761 â–²	23.9%	358,618	1.2%	COMMON STOCKS
PTCT PTC Therapeutics	$113,406,405	$45,066,905 â–²	65.9%	1,664,559	1.1%	Medical
INSM Insmed	$112,592,350	$8,335,759 â–²	8.0%	688,554	1.1%	Medical
AAOI Applied Optoelectronics	$107,896,152	$8,628 â–¼	0.0%	1,275,519	1.1%	Computer and Technology
ALHC Alignment Healthcare	$106,679,885	$2,096,005 â–¼	-1.9%	6,054,477	1.1%	Medical
GVA Granite Construction	$106,632,301	$6,349,324 â–²	6.3%	889,492	1.1%	Construction
KARMAN HOLDINGS INC	$103,167,159	$372,313 â–¼	-0.4%	1,288,784	1.0%	COMMON STOCKS
SRRK Scholar Rock	$100,762,220	$1,126,796 â–²	1.1%	2,049,679	1.0%	Medical
ENSG The Ensign Group	$98,820,839	$317,766 â–¼	-0.3%	490,426	1.0%	Medical
OSIS OSI Systems	$98,789,368	$1,938,223 â–¼	-1.9%	372,074	1.0%	Computer and Technology
U Unity Software	$98,592,941	$37,336,307 â–²	61.0%	4,493,753	1.0%	Computer and Technology
ACIW ACI Worldwide	$98,067,992	$26,458,504 â–¼	-21.2%	2,391,319	1.0%	Computer and Technology
HCI HCI Group	$96,445,873	$19,168,857 â–¼	-16.6%	623,801	1.0%	Finance
CAVA CAVA Group	$95,416,777	$95,416,777 â–²	New Holding	1,179,441	1.0%	Retail/Wholesale
APG APi Group	$95,082,652	$1,238,858 â–²	1.3%	2,346,561	1.0%	Business Services
DNN Denison Mine	$94,707,750	$649,089 â–¼	-0.7%	26,829,391	0.9%	Basic Materials
BBIO BridgeBio Pharma	$93,944,841	$734,803 â–²	0.8%	1,265,080	0.9%	Medical
ONDS Ondas	$92,766,771	$64,142,434 â–¼	-40.9%	10,261,811	0.9%	Computer and Technology
ATRC AtriCure	$88,943,559	$597,247 â–²	0.7%	3,117,545	0.9%	Medical
PTGX Protagonist Therapeutics	$87,406,639	$87,406,639 â–²	New Holding	829,285	0.9%	Medical
HUT 8 CORP	$86,482,432	$37,617,739 â–²	77.0%	1,843,582	0.9%	COMMON STOCKS
ESE ESCO Technologies	$85,575,872	$1,110,005 â–²	1.3%	304,140	0.9%	Industrials
OLLI Ollie's Bargain Outlet	$80,435,781	$2,772,337 â–¼	-3.3%	873,922	0.8%	Consumer Staples
RSI Rush Street Interactive	$79,414,405	$2,599,843 â–²	3.4%	3,651,237	0.8%	Consumer Discretionary
USA RARE EARTH INC	$79,382,187	$79,382,187 â–²	New Holding	4,242,941	0.8%	COMMON STOCKS
RDNT RadNet	$78,888,567	$872,219 â–²	1.1%	1,411,497	0.8%	Medical
SIG Signet Jewelers	$71,873,495	$96,828 â–¼	-0.1%	849,167	0.7%	Retail/Wholesale
LTH Life Time Group	$70,703,761	$47,659,420 â–¼	-40.3%	2,624,490	0.7%	Consumer Discretionary
SITM SiTime	$70,019,713	$22,585,545 â–¼	-24.4%	202,750	0.7%	Computer and Technology
TMDX TransMedics Group	$69,564,136	$935,746 â–²	1.4%	699,770	0.7%	Medical
WSBC WesBanco	$69,461,239	$38,612,314 â–²	125.2%	2,013,953	0.7%	Finance
ARWR Arrowhead Pharmaceuticals	$66,244,682	$66,244,682 â–²	New Holding	1,056,534	0.7%	Medical
RXO RXO	$65,091,398	$35,946,560 â–²	123.3%	4,452,216	0.7%	Transportation
AXSM Axsome Therapeutics	$62,791,437	$900,370 â–²	1.5%	371,503	0.6%	Medical
RMBS Rambus	$62,586,309	$1,604,287 â–²	2.6%	727,494	0.6%	Computer and Technology
KEX Kirby	$61,699,107	$61,699,107 â–²	New Holding	464,322	0.6%	Transportation
FIVE Five Below	$61,417,252	$552,693 â–²	0.9%	268,808	0.6%	Retail/Wholesale
ALMONTY INDUSTRIES INC	$61,173,294	$14,578,667 â–¼	-19.2%	4,224,675	0.6%	COMMON STOCKS
FLS Flowserve	$59,969,311	$1,215,635 â–¼	-2.0%	815,798	0.6%	Industrials
UTI Universal Technical Institute	$57,261,387	$1,164,767 â–¼	-2.0%	1,586,188	0.6%	Consumer Discretionary
FN Fabrinet	$56,906,698	$14,060,179 â–²	32.8%	109,117	0.6%	Computer and Technology
VSEC VSE	$56,294,923	$42,362,765 â–²	304.1%	305,287	0.6%	Construction
KRUS Kura Sushi USA	$55,580,267	$14,438,295 â–²	35.1%	796,393	0.6%	Retail/Wholesale
SNDX Syndax Pharmaceuticals	$54,996,098	$881,420 â–²	1.6%	2,354,285	0.6%	Medical
NBIX Neurocrine Biosciences	$53,274,734	$1,988,747 â–²	3.9%	404,393	0.5%	Medical
LASR nLight	$52,628,263	$6,758,124 â–²	14.7%	922,979	0.5%	Computer and Technology
TGTX TG Therapeutics	$52,127,861	$400,733 â–¼	-0.8%	1,569,171	0.5%	Medical
ASO Academy Sports and Outdoors	$51,210,706	$1,001,875 â–¼	-1.9%	907,187	0.5%	Consumer Discretionary
PLMR Palomar	$50,912,497	$50,912,497 â–²	New Holding	426,046	0.5%	Finance
TTMI TTM Technologies	$50,310,708	$11,447,727 â–¼	-18.5%	516,431	0.5%	Computer and Technology
NUVL Nuvalent	$49,175,795	$466,967 â–²	1.0%	479,998	0.5%	Medical
TCBI Texas Capital Bancshares	$49,049,734	$49,049,734 â–²	New Holding	516,966	0.5%	Finance
HASI HA Sustainable Infrastructure Capital	$48,653,693	$17,581,715 â–²	56.6%	1,323,910	0.5%	Finance
CELH Celsius	$48,627,504	$36,974,453 â–¼	-43.2%	1,370,561	0.5%	Consumer Staples
NOG Northern Oil and Gas	$46,376,289	$9,243,344 â–²	24.9%	1,586,599	0.5%	Energy
XMTR Xometry	$45,934,096	$13,965,238 â–²	43.7%	1,124,733	0.5%	Industrials
SNDR Schneider National	$45,565,817	$18,501,109 â–²	68.4%	1,728,597	0.5%	Transportation
TRNS Transcat	$45,138,991	$5,048,806 â–²	12.6%	614,554	0.5%	Computer and Technology
LOPE Grand Canyon Education	$44,642,567	$8,310,896 â–¼	-15.7%	262,557	0.4%	Consumer Discretionary
AXON Axon Enterprise	$43,217,304	$11,478,946 â–²	36.2%	101,762	0.4%	Aerospace
LANDBRIDGE CO LLC-A	$42,885,229	$276 â–²	0.0%	621,075	0.4%	COMMON STOCKS
KNF Knife River	$41,692,286	$41,692,286 â–²	New Holding	510,622	0.4%	Construction
PEGA Pegasystems	$41,522,430	$26,080,002 â–¼	-38.6%	975,621	0.4%	Computer and Technology
LIVN LivaNova	$40,458,482	$40,458,482 â–²	New Holding	636,540	0.4%	Medical
MOD Modine Manufacturing	$40,268,619	$71,666,431 â–¼	-64.0%	185,818	0.4%	Auto/Tires/Trucks
TILE Interface	$40,173,208	$782,762 â–¼	-1.9%	1,612,087	0.4%	Consumer Discretionary
ENOV Enovis	$39,964,220	$420,511 â–²	1.1%	1,756,669	0.4%	Medical
RCAT Red Cat	$39,702,035	$39,702,035 â–²	New Holding	3,033,005	0.4%	Business Services
BB BlackBerry	$38,480,028	$2,566,362 â–²	7.1%	11,876,552	0.4%	Computer and Technology
CLH Clean Harbors	$35,633,371	$713,958 â–¼	-2.0%	124,275	0.4%	Business Services
BFLY Butterfly Network	$34,828,226	$6,732,102 â–²	24.0%	8,620,848	0.3%	Medical
XENERGY REACTOR COMPANY	$33,499,991	$33,499,991 â–²	New Holding	2,304,559	0.3%	COMMON STOCKS
CRNX Crinetics Pharmaceuticals	$32,957,204	$363,527 â–²	1.1%	907,412	0.3%	Medical
GENI Genius Sports	$32,089,502	$1,280,912 â–²	4.2%	7,243,680	0.3%	Computer and Technology
AXTI AXT	$30,009,258	$84,647,494 â–¼	-73.8%	526,663	0.3%	Computer and Technology
ALCC AltC Acquisition	$29,223,089	$29,223,089 â–²	New Holding	589,294	0.3%	Energy
GFL GFL Environmental	$28,480,158	$4,059,523 â–²	16.6%	682,650	0.3%	Business Services
SYM Symbotic	$27,898,878	$3,746,504 â–²	15.5%	524,415	0.3%	Business Services
MIRM Mirum Pharmaceuticals	$26,363,774	$494,787 â–²	1.9%	285,384	0.3%	Medical
EXP Eagle Materials	$26,113,788	$29,896,157 â–¼	-53.4%	137,840	0.3%	Construction
TER Teradyne	$26,020,294	$3,519,573 â–²	15.6%	87,770	0.3%	Computer and Technology

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

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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