Hood River Capital Management
$9.9B Assets Reported
203 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | 23,075,612 | $548M | 5.5% |
| MTZ | MASTEC INC | 1,295,385 | $417M | 4.2% |
| FIX | COMFORT SYSTEMS USA INC | 249,385 | $344M | 3.5% |
| DOCN | DIGITALOCEAN HOLDINGS INC | 3,487,118 | $299M | 3.0% |
| XPO | XPO INC | 1,159,830 | $226M | 2.3% |
| BE | BLOOM ENERGY CORP- A | 1,576,258 | $214M | 2.1% |
| FCFS | FIRSTCASH HOLDINGS INC | 1,133,915 | $213M | 2.1% |
| DAVE | DAVE INC | 1,145,901 | $199M | 2.0% |
| LITE | LUMENTUM HOLDINGS INC | 275,623 | $194M | 1.9% |
| KTOS | KRATOS DEFENSE & SECURITY | 2,714,571 | $191M | 1.9% |
Track Hood River Capital Management's 13F portfolio: $9.9B in reported holdings, 203 positions. Top holdings, AUM, and quarterly changes on SentiSense.