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Hood River Capital Management LLC
hedge fundUpdated 27 days agoManaged by Hood River Capital Management Llc • Latest filing Q2 2026
Portfolio value
$13.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
47.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $3.1B |
| Q2 2023 | $3.4B |
| Q3 2023 | $3.1B |
| Q4 2023 | $3.6B |
| Q1 2024 | $4.5B |
| Q2 2024 | $4.8B |
| Q3 2024 | $6.2B |
| Q4 2024 | $6.8B |
| Q1 2025 | $5.9B |
| Q2 2025 | $7.2B |
| Q3 2025 | $8.5B |
| Q4 2025 | $9.1B |
| Q1 2026 | $10B |
| Q2 2026 | $13.8B |
Top holdings
166 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APLD APPLIED DIGITAL CORP | $840M | 22.52M | 6.09% | — |
| 2 | D DOCN DIGITALOCEAN HOLDINGS INC | $659.6M | 4.20M | 4.78% | — |
| 3 | M MTZ MASTEC INC | $488.4M | 1.17M | 3.54% | — |
| 4 | ? N/A DAVE INC | $411.4M | 1.10M | 2.98% | — |
| 5 | B BE BLOOM ENERGY CORP- A | $407.4M | 1.35M | 2.95% | — |
| 6 | S SMTC SEMTECH CORP | $364.2M | 2.25M | 2.64% | — |
| 7 | W WYNN XPO INC | $266.4M | 1.30M | 1.93% | — |
| 8 | F FCFS FIRSTCASH HOLDINGS INC | $264.3M | 1.22M | 1.92% | — |
| 9 | K KRYS KRYSTAL BIOTECH INC | $246.6M | 663.4K | 1.79% | — |
| 10 | K KNX KNIGHT-SWIFT TRANSPORTATION | $238.1M | 3.06M | 1.73% | — |
| 11 | L LITE LUMENTUM HOLDINGS INC | $225.5M | 262.8K | 1.63% | — |
| 12 | L LSCC LATTICE SEMICONDUCTOR CORP | $224.8M | 1.47M | 1.63% | — |
| 13 | L LIVN LIVANOVA PLC | $211M | 2.57M | 1.53% | — |
| 14 | G GH GUARDANT HEALTH INC | $209.3M | 1.40M | 1.52% | — |
| 15 | A AAOI APPLIED OPTOELECTRONICS INC | $206.3M | 1.39M | 1.50% | — |
| 16 | B BW-PA BABCOCK & WILCOX ENTERPR | $193M | 13.69M | 1.40% | — |
| 17 | X XMTR XOMETRY INC-A | $191.9M | 1.99M | 1.39% | — |
| 18 | H HUT HUT 8 CORP | $190.7M | 1.65M | 1.38% | — |
| 19 | ? N/A RXO INC | $178.7M | 6.48M | 1.30% | — |
| 20 | K KTOS KRATOS DEFENSE & SECURITY | $156.4M | 3.14M | 1.13% | — |