Hood River Capital Management
$13.8B 13F equity value
199 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Hood River Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | 22,518,887 | $840M | 6.1% |
| DOCN | DIGITALOCEAN HOLDINGS INC | 4,200,719 | $660M | 4.8% |
| MTZ | MASTEC INC | 1,173,918 | $488M | 3.5% |
| DAVE | DAVE INC | 1,104,277 | $411M | 3.0% |
| BE | BLOOM ENERGY CORP- A | 1,345,873 | $407M | 3.0% |
| SMTC | SEMTECH CORP | 2,250,382 | $364M | 2.6% |
| XPO | XPO INC | 1,297,453 | $266M | 1.9% |
| FCFS | FIRSTCASH HOLDINGS INC | 1,221,912 | $264M | 1.9% |
| KRYS | KRYSTAL BIOTECH INC | 663,375 | $247M | 1.8% |
| KNX | KNIGHT-SWIFT TRANSPORTATION | 3,058,241 | $238M | 1.7% |
Track Hood River Capital Management's 13F portfolio: $13.8B in reported holdings, 199 positions. Top holdings and quarterly changes on SentiSense.
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