Hood River Capital Management LLC
Q2 2026 13F filing
Updated 27 days ago166 disclosed positions worth $13.8B
Full holdings
Every line item disclosed in 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% | — |
| 21 | C CUBB CUSTOMERS BANCO | $153.6M | 1.94M | 1.11% | — |
| 22 | C CLH CLEAN HARBORS INC | $149M | 498.7K | 1.08% | — |
| 23 | B BB BLACKBERRY LTD | $147.7M | 11.67M | 1.07% | — |
| 24 | A ALHC ALIGNMENT HEALTHCARE INC | $147.3M | 6.18M | 1.07% | — |
| 25 | B BAND BANDWIDTH INC-CLASS A | $145.3M | 2.30M | 1.05% | — |
| 26 | P PRAX PRAXIS PRECISION MEDICINES I | $142.3M | 425.2K | 1.03% | — |
| 27 | ? N/A PTC THERAPEUTICS INC | $141.8M | 1.74M | 1.03% | — |
| 28 | G GVA GRANITE CONSTRUCTION INC | $137.7M | 871.3K | 1.00% | — |
| 29 | U U UNITY SOFTWARE INC | $135.4M | 4.74M | 0.98% | — |
| 30 | R RSI RUSH STREET INTERACTIVE INC | $132.5M | 4.45M | 0.96% | — |
| 31 | S SRRK SCHOLAR ROCK HOLDING CORP | $122.4M | 2.22M | 0.89% | — |
| 32 | A ACIW ACI WORLDWIDE INC | $117.2M | 2.33M | 0.85% | — |
| 33 | E ESE ESCO TECHNOLOGIES INC | $115.6M | 330.3K | 0.84% | — |
| 34 | I INSM INSMED INC | $112.7M | 1.06M | 0.82% | — |
| 35 | R RCAT RED CAT HOLDINGS INC | $112.7M | 10.58M | 0.82% | — |
| 36 | B BFLY BUTTERFLY NETWORK INC | $111.1M | 13.19M | 0.81% | — |
| 37 | C CAVA CAVA GROUP INC | $110.4M | 1.41M | 0.80% | — |
| 38 | P PB PROTAGONIST THE | $108.2M | 882.7K | 0.78% | — |
| 39 | A APG API GROUP CORP | $107.5M | 2.54M | 0.78% | — |
| 40 | D DKNG DRAFTKINGS INC - CL A | $107.2M | 4.25M | 0.78% | — |
| 41 | L LTH LIFE TIME GROUP HOLDINGS INC | $104.1M | 2.55M | 0.76% | — |
| 42 | B BBIO BRIDGEBIO PHARMA INC | $100.4M | 1.35M | 0.73% | — |
| 43 | S SITM SITIME CORP | $99.7M | 133.7K | 0.72% | — |
| 44 | A AXSM AXSOME THERAPEUTICS INC | $98.6M | 402.7K | 0.71% | — |
| 45 | O ONDS ONDAS INC | $96.3M | 11.69M | 0.70% | — |
| 46 | K KRMN KARMAN HOLDINGS INC | $95.6M | 1.92M | 0.69% | — |
| 47 | T TTMI TTM TECHNOLOGIES | $93.8M | 501.7K | 0.68% | — |
| 48 | A AVAV AEROVIRONMENT INC | $93.1M | 564.3K | 0.68% | — |
| 49 | W WSBCO WESBANCO INC | $92.4M | 2.37M | 0.67% | — |
| 50 | A ARWR ARROWHEAD PHARMACEUTICALS IN | $91.4M | 1.12M | 0.66% | — |