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Hood River Capital Management LLC

CIK 1578177 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Hood River Capital Management LLC reported 166 US-listed holdings worth $13.79 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Applied Digital Corp. (6.1%), DigitalOcean Holdings, Inc. (4.8%) and Mastec Inc. (3.5%). Against the quarter before, it opened 35 positions, added to 92, trimmed 37 and sold out of 36.

Reported holdings$13.79B+38.2% on Q1 2026
Positions166-1 on Q1 2026
The largest ten30.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
APLD6.1%DOCN4.8%MTZ3.5%DAVE3.0%BE3.0%SMTC2.6%XPO1.9%FCFS1.9%KRYS1.8%KNX1.7%LITE1.6%LSCC1.6%LIVN1.5%GH1.5%152 more63.3%

The 14 largest of its 166 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $6.19 billion in 142 positions$6.19BQ3 24Q4 2024: $6.77 billion in 159 positions$6.77BQ4 24Q1 2025: $5.86 billion in 144 positions$5.86BQ1 25Q2 2025: $7.16 billion in 148 positions$7.16BQ2 25Q3 2025: $8.47 billion in 153 positions$8.47BQ3 25Q4 2025: $9.12 billion in 175 positions$9.12BQ4 25Q1 2026: $9.98 billion in 167 positions$9.98BQ1 26Q2 2026: $13.79 billion in 166 positions$13.8BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 35Added 92Held 2Trimmed 37Sold out 36
Opened: 35Added: 92Held: 2Trimmed: 37Sold out: 36

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 35

  1. Bandwidth Inc. BAND$145.3 million
  2. AeroVironment Inc. AVAV$93.1 million
  3. Cognex Corp. CGNX$84.9 million
  4. Celcuity Inc. CELC$65.7 million
  5. New Era Helium Inc. NUAI$54.8 million
  6. Itg Inc. Class A ITG$50.0 million
  7. Axogen Inc. AXGN$49.3 million
  8. X Energy Inc. XE$42.9 million

and 27 more in the table below

Added to 92

  1. LivaNova plc LIVN+1.9 million shares · +303%
  2. DigitalOcean Holdings, Inc. DOCN+713,601 shares · +20%
  3. Clean Harbors Inc. CLH+374,472 shares · +301%
  4. Draftkings Inc. New DKNG+3.8 million shares · +835%
  5. Xometry Inc. XMTR+863,627 shares · +77%
  6. Red Cat Hldgs Inc. RCAT+7.5 million shares · +249%
  7. Rxo, Inc. RXO+2.0 million shares · +46%
  8. Waterbridge Infrastructure L WBI+1.3 million shares · +216%

and 84 more in the table below

Trimmed 37

  1. Bloom Energy Corp. BE-230,385 shares · -15%
  2. Qxo Inc. QXO-3.2 million shares · -39%
  3. Sitime Corp. SITM-69,051 shares · -34%
  4. Mastec Inc. MTZ-121,467 shares · -9%
  5. Madrigal Pharmaceuticals Inc. MDGL-80,427 shares · -32%
  6. MKS Inc. MKSI-67,991 shares · -98%
  7. Hut 8 Corp. HUT-191,687 shares · -10%
  8. Applied Digital Corp. APLD-556,725 shares · -2%

and 29 more in the table below

Sold out of 36

  1. Comfort Systems USA Inc. FIX$343.9 million last quarter
  2. HCI Group, Inc. HCI$96.4 million last quarter
  3. Rambus Inc. RMBS$62.6 million last quarter
  4. Kura Sushi USA Inc. KRUS$55.6 million last quarter
  5. Nuvalent Inc. NUVL$49.2 million last quarter
  6. Celsius Holdings, Inc. CELH$48.6 million last quarter
  7. Pegasystems Inc. PEGA$41.5 million last quarter
  8. Modine Manufacturing Co MOD$40.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Applied Digital Corp. APLD22,518,887$840.0 million6.09%-556,725
DigitalOcean Holdings, Inc. DOCN4,200,719$659.6 million4.78%+713,601
Mastec Inc. MTZ1,173,918$488.4 million3.54%-121,467
Dave Inc. DAVE1,104,277$411.4 million2.98%-41,624
Bloom Energy Corp. BE1,345,873$407.4 million2.95%-230,385
Semtech Corp. SMTC2,250,382$364.2 million2.64%-37,147
Xpo, Inc. XPO1,297,453$266.4 million1.93%+137,623
FirstCash Holdings, Inc. FCFS1,221,912$264.3 million1.92%+87,997
Krystal Biotech, Inc. KRYS663,375$246.6 million1.79%+43,789
Knight-Swift Transportation Holdings Inc. KNX3,058,241$238.1 million1.73%+381,285
Lumentum Holdings Inc. LITE262,757$225.5 million1.63%-12,866
Lattice Semiconductor Corp. LSCC1,469,538$224.8 million1.63%+176,446
LivaNova plc LIVN2,565,477$211.0 million1.53%+1,928,937
Guardant Health Inc. GH1,395,307$209.3 million1.52%+85,242
Applied Optoelectronics Inc. AAOI1,392,510$206.3 million1.50%+116,991
Babcock &amp Wilcox Enterprises BW13,689,679$193.0 million1.40%+2,085,991
Xometry Inc. XMTR1,988,360$191.9 million1.39%+863,627
Hut 8 Corp. HUT1,651,895$190.7 million1.38%-191,687
Rxo, Inc. RXO6,478,546$178.7 million1.30%+2,026,330
Kratos Defense & Security Solutions, Inc. KTOS3,137,727$156.4 million1.13%+423,156
Customers Bancorp, Inc. CUBI1,941,996$153.6 million1.11%+210,686
Clean Harbors Inc. CLH498,747$149.0 million1.08%+374,472
Blackberry Ltd BB11,672,761$147.7 million1.07%-203,791
Alignment Healthcare, Inc. ALHC6,184,526$147.3 million1.07%+130,049
Bandwidth Inc. BAND2,295,924$145.3 million1.05%new
Praxis Precision Medicines I PRAX425,167$142.3 million1.03%+66,549
PTC Therapeutics, Inc. PTCT1,738,613$141.8 million1.03%+74,054
Granite Construction Inc. GVA871,255$137.7 million1.00%-18,237
Unity Software Inc. U4,736,216$135.4 million0.98%+242,463
Rush Street Interactive, Inc. RSI4,454,433$132.5 million0.96%+803,196
Scholar Rock Holding Corporation SRRK2,224,788$122.4 million0.89%+175,109
ACI Worldwide, Inc. ACIW2,329,869$117.2 million0.85%-61,450
Esco Technologies Inc. ESE330,297$115.6 million0.84%+26,157
Insmed Inc. INSM1,056,871$112.7 million0.82%+368,317
Red Cat Hldgs Inc. RCAT10,578,223$112.7 million0.82%+7,545,218
Butterfly Network Inc. BFLY13,190,130$111.1 million0.81%+4,569,282
Cava Group, Inc. CAVA1,406,249$110.4 million0.80%+226,808
Protagonist Therapeutics, Inc. PTGX882,738$108.2 million0.78%+53,453
APi Group Corp. APG2,538,774$107.5 million0.78%+192,213
Draftkings Inc. New DKNG4,245,469$107.2 million0.78%+3,791,364
Life Time Group Holdings, Inc. LTH2,549,719$104.1 million0.76%-74,771
Bridgebio Pharma Inc. BBIO1,347,535$100.4 million0.73%+82,455
Sitime Corp. SITM133,699$99.7 million0.72%-69,051
Axsome Therapeutics Inc. AXSM402,678$98.6 million0.71%+31,175
Ondas Hldgs Inc. ONDS11,688,295$96.3 million0.70%+1,426,484
Karman Holdings Inc. KRMN1,915,993$95.6 million0.69%+627,209
TTM Technologies Inc. TTMI501,716$93.8 million0.68%-14,715
AeroVironment Inc. AVAV564,254$93.1 million0.68%new
Wesbanco Inc. WSBC2,367,331$92.4 million0.67%+353,378
Arrowhead Pharmaceuticals, Inc. ARWR1,120,747$91.4 million0.66%+64,213
Madrigal Pharmaceuticals Inc. MDGL169,084$90.8 million0.66%-80,427
OSI Systems Inc. OSIS414,304$90.6 million0.66%+42,230
Radnet Inc. RDNT1,456,205$89.8 million0.65%+44,708
TG Therapeutics, Inc. TGTX1,600,510$87.9 million0.64%+31,339
Palomar Holdings, Inc. PLMR682,283$86.2 million0.63%+256,237
Qxo Inc. QXO4,938,602$85.3 million0.62%-3,197,459
Cognex Corp. CGNX1,172,170$84.9 million0.62%new
Denison Mines Corp. DNN26,723,056$81.8 million0.59%-106,335
Atricure Inc. ATRC2,905,299$81.3 million0.59%-212,246
Ensign Group, Inc. ENSG504,517$80.9 million0.59%+14,091
USA Rare Earth Inc. USAR3,688,848$79.6 million0.58%-554,093
Neurocrine Biosciences Inc. NBIX469,233$79.1 million0.57%+64,840
Genius Sports Limited GENI12,929,769$78.4 million0.57%+5,686,089
Almonty Inds Inc. ALM4,621,107$76.5 million0.55%+396,432
Signet Jewelers Ltd. SIG878,274$75.7 million0.55%+29,107
VSE Corp. VSEC330,182$75.4 million0.55%+24,895
Schneider National, Inc. SNDR1,924,667$70.3 million0.51%+196,070
Teradyne, Inc. TER140,435$67.9 million0.49%+52,665
Kirby Corp. KEX497,476$67.6 million0.49%+33,154
Waterbridge Infrastructure L WBI1,960,405$67.2 million0.49%+1,339,831
Universal Technical Institute Inc. UTI1,558,008$66.6 million0.48%-28,180
Celcuity Inc. CELC628,411$65.7 million0.48%new
Fabrinet FN116,477$65.5 million0.47%+7,360
Axon Enterprise, Inc. AXON107,147$60.1 million0.44%+5,385
Flowserve Corp. FLS801,659$59.5 million0.43%-14,139
LightPath Technologies Inc LPTH3,562,140$58.2 million0.42%+1,126,377
Nlight Inc. LASR836,229$58.2 million0.42%-86,750
Texas Capital Bancshares Inc. TCBI559,206$57.7 million0.42%+42,240
Ollie's Bargain Outlet Holdings, Inc. OLLI742,353$57.1 million0.41%-131,569
Interface Inc. TILE1,584,452$56.8 million0.41%-27,635
Syndax Pharmaceuticals Inc. SNDX2,564,279$56.1 million0.41%+209,994
Transcat Inc. TRNS601,541$55.8 million0.40%-13,013
New Era Helium Inc. NUAI8,596,985$54.8 million0.40%new
Five Below, Inc. FIVE285,102$51.3 million0.37%+16,294
HA Sustainable Infrastructure Capital, Inc. HASI1,301,308$50.8 million0.37%-22,602
Itg Inc. Class A ITG3,125,000$50.0 million0.36%new
TransMedics Group, Inc. TMDX751,133$49.9 million0.36%+51,363
Axogen Inc. AXGN1,067,072$49.3 million0.36%new
York Space Systems Inc. YSS1,963,942$48.4 million0.35%+975,432
Enovis Corp. ENOV2,299,326$47.6 million0.35%+542,657
Landbridge Company LLC LB592,619$47.0 million0.34%-28,456
Knife River Corp. KNF535,074$44.8 million0.32%+24,452
SharkNinja, Inc. SN288,736$44.0 million0.32%+94,408
Take-Two Interactive Software, Inc. TTWO172,812$43.2 million0.31%+56,579
Rocket Lab Corp. RKLB421,905$42.9 million0.31%+138,703
X Energy Inc. XE2,335,437$42.9 million0.31%new
Terawulf Inc. WULF1,710,463$42.2 million0.31%new
Academy Sports & Outdoors, Inc. ASO891,434$42.0 million0.30%-15,753
Cytokinetics Inc. CYTK469,273$40.0 million0.29%new
Boot Barn Holdings, Inc. BOOT238,337$39.2 million0.28%new
NRG Energy, Inc. NRG259,678$37.9 million0.28%+86,207
Slide Ins Hldgs Inc. SLDE1,884,474$36.5 million0.26%+631,484
GFL Environmental Inc. GFL989,924$36.4 million0.26%+307,274
Crinetics Pharmaceuticals in CRNX968,996$36.3 million0.26%+61,584
Grand Canyon Education, Inc. LOPE252,592$36.1 million0.26%-9,965
Mirum Pharmaceuticals Inc. MIRM306,439$35.9 million0.26%+21,055
Unusual Machs Inc. UMAC1,496,374$33.4 million0.24%+1,044,852
Tfi Intl Inc. TFII230,762$33.1 million0.24%new
Tyra Biosciences Inc. TYRA1,016,775$32.5 million0.24%new
Revolution Medicines, Inc. RVMD170,422$31.9 million0.23%new
Comstock Inc. LODE6,693,538$27.8 million0.20%+408,580
Northern Oil & Gas, Inc. NOG1,533,460$27.8 million0.20%-53,139
Hippo Hldgs Inc. HIPO901,429$25.5 million0.18%+293,170
Kodiak Gas Services, Inc. KGS335,688$25.2 million0.18%new
Antero Resources Corp. AR687,948$24.2 million0.18%+226,595
Corvus Pharmaceuticals Inc. CRVS1,571,805$23.5 million0.17%+236,696
Ralph Lauren Corp. RL55,181$22.2 million0.16%+18,001
Ftai Aviation Ltd FTAI75,753$20.5 million0.15%-12,875
Reddit, Inc. RDDT115,693$20.1 million0.15%+37,861
Amprius Technologies Inc. AMPX1,412,516$19.6 million0.14%+463,369
Kestra Med Technologies Ltd KMTS753,529$19.2 million0.14%+97,652
Bobs Disc Furniture Inc. BOBS1,150,496$18.2 million0.13%+202,512
Curtiss Wright Corp. CW23,239$17.6 million0.13%+7,596
Silicon Motion Technology Corporation SIMO52,591$17.5 million0.13%new
National Healthcare Corp. NHC80,653$17.0 million0.12%+24,779
Ermenegildo Zegna N V ZGN1,256,808$16.4 million0.12%new
Lovesac Company LOVE953,213$15.9 million0.12%-17,684
Solv Energy Inc. MWH467,156$15.9 million0.12%+154,901
Monolithic Power Systems, Inc. MPWR11,027$15.2 million0.11%new
Fervo Energy Co. Class A Com FRVO500,541$14.6 million0.11%new
Target Hospitality Corp. TH673,847$13.7 million0.10%new
Viking Holdings Ltd VIK121,258$12.7 million0.09%+8,504
Mamas Creations Inc. MAMA625,008$11.2 million0.08%new
Ambiq Micro Inc. AMBQ121,738$10.7 million0.08%new
Establishment Labs Holdings In ESTA117,321$10.1 million0.07%+30,142
Madison Air Solutions Coclass A MAIR236,849$9.2 million0.07%new
Intercorp Finl Svcs Inc. IFS154,961$8.8 million0.06%new
Super Group Sghc Limited SGHC639,804$8.7 million0.06%+279,804
DuPont de Nemours, Inc. DD60,493$8.2 million0.06%new
Once Upon A Farm PBC OFRM380,434$7.8 million0.06%-37,697
Electrovaya Inc. ELVA730,318$7.7 million0.06%new
Tower Semiconductor Ltd TSEM29,148$7.6 million0.06%+7,489
Silicom Ltd SILC157,343$7.5 million0.05%new
MDA Space Ltd MDA178,339$7.4 million0.05%+93,652
Sharonai Holdings Inc. SHAZ82,736$7.0 million0.05%-54,802
Suja Life Inc. SUJA664,878$6.8 million0.05%new
Cemex Sab De CV CX533,615$6.4 million0.05%new
Iris Energy Ltd IREN139,562$6.4 million0.05%+25,497
Credicorp Ltd BAP15,702$6.1 million0.04%+3,848
Taiwan Semiconductor Manufacturing Company Limited TSM9,182$4.4 million0.03%+1,601
Blockchain Digital Infrstr Inc. Com AIB1,873,956$4.0 million0.03%new
Canada Goose Hldgs Inc. GOOS416,513$4.0 million0.03%+107,003
Grupo Cibest American Depositary S CIB45,231$3.6 million0.03%-23,530
SS Innovations International SSII833,333$3.5 million0.03%no change
Jumia Technologies AG JMIA410,726$2.9 million0.02%+155,944
Ekso Bionics Holdings Inc. CHRN118,011$2.6 million0.02%new
Weride Inc. WRD392,036$2.3 million0.02%-18,962
Innio NV INIO35,000$1.4 million0.01%new
Flotek Industries Inc FTK50,000$1.2 million0.01%new
Millicom Intl Cellular S A TIGO8,246$748,4070.01%+2,546
MKS Inc. MKSI1,446$643,1810.00%-67,991
Formfactor Inc. FORM2,918$466,6760.00%new
Navitas Semiconductor Corp NVTS16,695$299,1740.00%new
Ekso Bionics Hldgs Inc. Com New EKSO2,926$259,1270.00%-130,710
Baidu, Inc. BIDU1,407$160,8060.00%+699
Immunovant Inc. IMVT100$3,8530.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 36 it sold out of are in the box above.