Hood River Capital Management LLC

Hood River Capital Management LLC reported 166 holdings worth US$13.8B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Hood River Capital Management LLC reported 166 holdings worth US$13.8B as of Jun 30, 2026. Largest: Applied Digital Corporation, Digitalocean Holdings, Inc. and Mastec, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
166
Value as reported
US$13.8B

The filing in full

CompanySharesValue as reported% of portfolio
Applied Digital Corporation22.5MUS$840M6.1%
Digitalocean Holdings, Inc.4.2MUS$660M4.8%
Mastec, Inc.1.17MUS$488M3.5%
Dave Inc.1.1MUS$411M3.0%
Bloom Energy Corporation1.35MUS$407M3.0%
Semtech Corporation2.25MUS$364M2.6%
Xpo, Inc.1.3MUS$266M1.9%
Firstcash Holdings, Inc.1.22MUS$264M1.9%
Krystal Biotech, Inc.663KUS$247M1.8%
Knight-swift Transportation Holdings Inc.3.06MUS$238M1.7%
Lumentum Holdings Inc.263KUS$225M1.6%
Lattice Semiconductor Corporation1.47MUS$225M1.6%
Guardant Health, Inc.1.4MUS$209M1.5%
Applied Optoelectronics, Inc.1.39MUS$206M1.5%
Babcock & Wilcox Enterprises, Inc.13.7MUS$193M1.4%
Xometry, Inc.1.99MUS$192M1.4%
Hut 8 Corp.1.65MUS$191M1.4%
Rxo, Inc.6.48MUS$179M1.3%
Kratos Defense & Security Solutions, Inc.3.14MUS$156M1.1%
Customers Bancorp, Inc1.94MUS$154M1.1%
Clean Harbors, Inc.499KUS$149M1.1%
Blackberry Limited11.7MUS$148M1.1%
Alignment Healthcare, Inc.6.18MUS$147M1.1%
Bandwidth Inc.2.3MUS$145M1.1%
Praxis Precision Medicines, Inc.425KUS$142M1.0%
Ptc Therapeutics, Inc.1.74MUS$142M1.0%
Granite Construction Incorporated871KUS$138M1.00%
Unity Software Inc.4.74MUS$135M0.98%
Rush Street Interactive, Inc.4.45MUS$132M0.96%
Scholar Rock Holding Corporation2.22MUS$122M0.89%
Aci Worldwide, Inc.2.33MUS$117M0.85%
Esco Technologies Inc.330KUS$116M0.84%
Insmed Incorporated1.06MUS$113M0.82%
Red Cat Holdings, Inc.10.6MUS$113M0.82%
Butterfly Network, Inc.13.2MUS$111M0.81%
Cava Group, Inc.1.41MUS$110M0.80%
Protagonist Therapeutics, Inc.883KUS$108M0.78%
Api Group Corporation2.54MUS$108M0.78%
Draftkings Inc.4.25MUS$107M0.78%
Life Time Group Holdings, Inc.2.55MUS$104M0.76%
Bridgebio Pharma, Inc.1.35MUS$100M0.73%
Sitime Corporation134KUS$99.7M0.72%
Axsome Therapeutics, Inc.403KUS$98.6M0.71%
Ondas Inc11.7MUS$96.3M0.70%
Karman Holdings Inc.1.92MUS$95.6M0.69%
Ttm Technologies, Inc.502KUS$93.8M0.68%
Aerovironment, Inc.564KUS$93.1M0.68%
Wesbanco, Inc.2.37MUS$92.4M0.67%
Arrowhead Pharmaceuticals, Inc.1.12MUS$91.4M0.66%
Madrigal Pharmaceuticals, Inc.169KUS$90.8M0.66%
Osi Systems, Inc.414KUS$90.6M0.66%
Radnet, Inc.1.46MUS$89.8M0.65%
Tg Therapeutics, Inc.1.6MUS$87.9M0.64%
Palomar Holdings, Inc.682KUS$86.2M0.63%
Qxo, Inc.4.94MUS$85.3M0.62%
Cognex Corporation1.17MUS$84.9M0.62%
Denison Mines Corp.26.7MUS$81.8M0.59%
Atricure, Inc.2.91MUS$81.3M0.59%
The Ensign Group, Inc.505KUS$80.9M0.59%
Usa Rare Earth, Inc.3.69MUS$79.6M0.58%
Neurocrine Biosciences, Inc.469KUS$79.1M0.57%
Almonty Industries Inc.4.62MUS$76.5M0.55%
Signet Jewelers Limited878KUS$75.7M0.55%
Vse Corporation330KUS$75.4M0.55%
Schneider National, Inc.1.92MUS$70.3M0.51%
Teradyne, Inc.140KUS$67.9M0.49%
Kirby Corporation497KUS$67.6M0.49%
Waterbridge Infrastructure Llc1.96MUS$67.2M0.49%
Universal Technical Institute Inc1.56MUS$66.6M0.48%
Celcuity Inc.628KUS$65.7M0.48%
Fabrinet116KUS$65.5M0.47%
Axon Enterprise, Inc.107KUS$60.1M0.44%
Flowserve Corporation802KUS$59.5M0.43%
Lightpath Technologies, Inc.3.56MUS$58.2M0.42%
Nlight, Inc.836KUS$58.2M0.42%
Texas Capital Bancshares, Inc.559KUS$57.7M0.42%
Ollie's Bargain Outlet Holdings, Inc.742KUS$57.1M0.41%
Interface, Inc.1.58MUS$56.8M0.41%
Syndax Pharmaceuticals, Inc.2.56MUS$56.1M0.41%
Transcat, Inc.602KUS$55.8M0.40%
New Era Energy & Digital, Inc.8.6MUS$54.8M0.40%
Five Below, Inc.285KUS$51.3M0.37%
Ha Sustainable Infrastructure Capital, Inc.1.3MUS$50.8M0.37%
Itg, Inc.3.13MUS$50M0.36%
Transmedics Group, Inc.751KUS$49.9M0.36%
Axogen, Inc.1.07MUS$49.3M0.36%
York Space Systems Inc.1.96MUS$48.4M0.35%
Enovis Corporation2.3MUS$47.6M0.35%
Landbridge Company Llc593KUS$47M0.34%
Knife Riv Holding Co.535KUS$44.8M0.32%
Sharkninja, Inc.289KUS$44M0.32%
Take-two Interactive Software, Inc.173KUS$43.2M0.31%
Rocket Lab Corporation422KUS$42.9M0.31%
X-energy, Inc.2.34MUS$42.9M0.31%
Terawulf Inc.1.71MUS$42.2M0.31%
Academy Sports And Outdoors, Inc.891KUS$42M0.30%
Cytokinetics, Incorporated469KUS$40M0.29%
Boot Barn Holdings, Inc.238KUS$39.2M0.28%
Nrg Energy, Inc.260KUS$37.9M0.28%
Slide Insurance Holdings, Inc.1.88MUS$36.5M0.26%

Every holding of Hood River Capital Management LLC

Source

View original at SEC

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