Holdings
Hood River Capital Management LLC
As of Jun 30, 2026, Hood River Capital Management LLC reported 150 positions worth US$13.4B. Largest: Applied Digital Corporation, Digitalocean Holdings, Inc. and Mastec, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Digital Corporation | 22.5M | US$840M | −557K | Jun 30, 2026 |
| Digitalocean Holdings, Inc. | 4.2M | US$660M | +714K | Jun 30, 2026 |
| Mastec, Inc. | 1.17M | US$488M | −121K | Jun 30, 2026 |
| Dave Inc. | 1.1M | US$411M | −41,624 | Jun 30, 2026 |
| Bloom Energy Corporation | 1.35M | US$407M | −230K | Jun 30, 2026 |
| Semtech Corporation | 2.25M | US$364M | −37,147 | Jun 30, 2026 |
| Xpo, Inc. | 1.3M | US$266M | +138K | Jun 30, 2026 |
| Firstcash Holdings, Inc. | 1.22M | US$264M | +87,997 | Jun 30, 2026 |
| Krystal Biotech, Inc. | 663K | US$247M | +43,789 | Jun 30, 2026 |
| Knight-swift Transportation Holdings Inc. | 3.06M | US$238M | +381K | Jun 30, 2026 |