Hood River Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hood River Capital Management LLC reported 166 stock positions worth $13.8 billion. Its top holding was Applied Digital (APLD) at 6.1% of the portfolio, followed by Digitalocean (DOCN, 4.8%) and Mastec (MTZ, 3.5%). Compared with Q1 2026, it opened 34 new positions, sold out of 35, added to 93 and reduced 37. The biggest buy was Digitalocean (DOCN, shares +20%) and the biggest sale an exit from Comfort Systems USA (FIX).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $13.8B (Q2 2026)
- SEC Filing
- 0001214659-26-010150 ↗ filed Aug 14, 2026
Holdings Value
Holdings 166 stocks · $13.8B
| APLD Applied Digital Corp. | 6.09% | 22,518,887 | $840.0M | Reduce -2.4% |
| DOCN Digitalocean Holdings Inc. | 4.78% | 4,200,719 | $659.6M | Add +20.5% |
| MTZ Mastec Inc. | 3.54% | 1,173,918 | $488.4M | Reduce -9.4% |
| DAVE Dave Inc. | 2.98% | 1,104,277 | $411.4M | Reduce -3.6% |
| BE Bloom Energy Corp. Class A | 2.95% | 1,345,873 | $407.4M | Reduce -14.6% |
| SMTC Semtech Corp. | 2.64% | 2,250,382 | $364.2M | Reduce -1.6% |
| XPO Xpo Inc. | 1.93% | 1,297,453 | $266.4M | Add +11.9% |
| FCFS Firstcash Holdings Inc. | 1.92% | 1,221,912 | $264.3M | Add +7.8% |
| KRYS Krystal Biotech Inc. | 1.79% | 663,375 | $246.6M | Add +7.1% |
| KNX Knight-Swift Transportation | 1.73% | 3,058,241 | $238.1M | Add +14.2% |
| LITE Lumentum Holdings Inc. | 1.63% | 262,757 | $225.5M | Reduce -4.7% |
| LSCC Lattice Semiconductor Corp. | 1.63% | 1,469,538 | $224.8M | Add +13.7% |
| LIVN Livanova PLC | 1.53% | 2,565,477 | $211.0M | Add +303.0% |
| GH Guardant Health Inc. | 1.52% | 1,395,307 | $209.3M | Add +6.5% |
| AAOI Applied Optoelectronics Inc. | 1.50% | 1,392,510 | $206.3M | Add +9.2% |
| BW Babcock & Wilcox Enterpr | 1.40% | 13,689,679 | $193.0M | Add +18.0% |
| XMTR Xometry Inc. Class A | 1.39% | 1,988,360 | $191.9M | Add +76.8% |
| HUT Hut 8 Corp. | 1.38% | 1,651,895 | $190.7M | Reduce -10.4% |
| RXO Rxo Inc. | 1.30% | 6,478,546 | $178.7M | Add +45.5% |
| KTOS Kratos Defense & Security | 1.13% | 3,137,727 | $156.4M | Add +15.6% |
| CUBI Customers Bancorp Inc. | 1.11% | 1,941,996 | $153.6M | Add +12.2% |
| CLH Clean Harbors Inc. | 1.08% | 498,747 | $149.0M | Add +301.3% |
| BB Blackberry Ltd. | 1.07% | 11,672,761 | $147.7M | Reduce -1.7% |
| ALHC Alignment Healthcare Inc. | 1.07% | 6,184,526 | $147.3M | Add +2.1% |
| BAND Bandwidth Inc. Class A | 1.05% | 2,295,924 | $145.3M | New |
| PRAX Praxis Precision Medicines I | 1.03% | 425,167 | $142.3M | Add +18.6% |
| PTCT PTC Therapeutics Inc. | 1.03% | 1,738,613 | $141.8M | Add +4.5% |
| GVA Granite Construction Inc. | 1.00% | 871,255 | $137.7M | Reduce -2.0% |
| U Unity Software Inc. | 0.98% | 4,736,216 | $135.4M | Add +5.4% |
| RSI Rush Street Interactive Inc. | 0.96% | 4,454,433 | $132.5M | Add +22.0% |
| SRRK Scholar Rock Holding Corp. | 0.89% | 2,224,788 | $122.4M | Add +8.5% |
| ACIW Aci Worldwide Inc. | 0.85% | 2,329,869 | $117.2M | Reduce -2.6% |
| ESE Esco Technologies Inc. | 0.84% | 330,297 | $115.6M | Add +8.6% |
| INSM Insmed Inc. | 0.82% | 1,056,871 | $112.7M | Add +53.5% |
| RCAT Red Cat Holdings Inc. | 0.82% | 10,578,223 | $112.7M | Add +248.8% |
| BFLY Butterfly Network Inc. | 0.81% | 13,190,130 | $111.1M | Add +53.0% |
| CAVA Cava Group Inc. | 0.80% | 1,406,249 | $110.4M | Add +19.2% |
| PTGX Protagonist Therapeutics Inc. | 0.78% | 882,738 | $108.2M | Add +6.5% |
| APG Api Group Corp. | 0.78% | 2,538,774 | $107.5M | Add +8.2% |
| DKNG Draftkings Inc. Class A | 0.78% | 4,245,469 | $107.2M | Add +834.9% |
| LTH Life Time Group Holdings Inc. | 0.76% | 2,549,719 | $104.1M | Reduce -2.9% |
| BBIO Bridgebio Pharma Inc. | 0.73% | 1,347,535 | $100.4M | Add +6.5% |
| SITM Sitime Corp. | 0.72% | 133,699 | $99.7M | Reduce -34.1% |
| AXSM Axsome Therapeutics Inc. | 0.71% | 402,678 | $98.6M | Add +8.4% |
| ONDS Ondas Inc. | 0.70% | 11,688,295 | $96.3M | Add +13.9% |
| KRMN Karman Holdings Inc. | 0.69% | 1,915,993 | $95.6M | Add +48.7% |
| TTMI TTM Technologies | 0.68% | 501,716 | $93.8M | Reduce -2.9% |
| AVAV Aerovironment Inc. | 0.68% | 564,254 | $93.1M | New |
| WSBC Wesbanco Inc. | 0.67% | 2,367,331 | $92.4M | Add +17.6% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.66% | 1,120,747 | $91.4M | Add +6.1% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.66% | 169,084 | $90.8M | Reduce -32.2% |
| OSIS Osi Systems Inc. | 0.66% | 414,304 | $90.6M | Add +11.3% |
| RDNT Radnet Inc. | 0.65% | 1,456,205 | $89.8M | Add +3.2% |
| TGTX TG Therapeutics Inc. | 0.64% | 1,600,510 | $87.9M | Add +2.0% |
| PLMR Palomar Holdings Inc. | 0.63% | 682,283 | $86.2M | Add +60.1% |
| QXO Qxo Inc. | 0.62% | 4,938,602 | $85.3M | Reduce -39.3% |
| CGNX Cognex Corp. | 0.62% | 1,172,170 | $84.9M | New |
| DNN Denison Mines Corp. | 0.59% | 26,723,056 | $81.8M | Reduce -0.4% |
| ATRC Atricure Inc. | 0.59% | 2,905,299 | $81.3M | Reduce -6.8% |
| ENSG The Ensign Group Inc. | 0.59% | 504,517 | $80.9M | Add +2.9% |
| USAR USA Rare Earth Inc. | 0.58% | 3,688,848 | $79.6M | Reduce -13.1% |
| NBIX Neurocrine Biosciences Inc. | 0.57% | 469,233 | $79.1M | Add +16.0% |
| GENI Genius Sports Ltd. | 0.57% | 12,929,769 | $78.4M | Add +78.5% |
| ALM Almonty Industries Inc. | 0.55% | 4,621,107 | $76.5M | Add +9.4% |
| SIG Signet Jewelers Ltd. | 0.55% | 878,274 | $75.7M | Add +3.4% |
| VSEC Vse Corp. | 0.55% | 330,182 | $75.4M | Add +8.2% |
| SNDR Schneider National Inc. Class B | 0.51% | 1,924,667 | $70.3M | Add +11.3% |
| TER Teradyne Inc. | 0.49% | 140,435 | $67.9M | Add +60.0% |
| KEX Kirby Corp. | 0.49% | 497,476 | $67.6M | Add +7.1% |
| WBI Waterbridge Infrastruc Class A | 0.49% | 1,960,405 | $67.2M | Add +215.9% |
| UTI Universal Technical Institut | 0.48% | 1,558,008 | $66.6M | Reduce -1.8% |
| CELC Celcuity Inc. | 0.48% | 628,411 | $65.7M | New |
| FN Fabrinet | 0.47% | 116,477 | $65.5M | Add +6.8% |
| AXON Axon Enterprise Inc. | 0.44% | 107,147 | $60.1M | Add +5.3% |
| FLS Flowserve Corp. | 0.43% | 801,659 | $59.5M | Reduce -1.7% |
| LPTH Lightpath Technologies Inc. Class A | 0.42% | 3,562,140 | $58.2M | Add +46.2% |
| LASR Nlight Inc. | 0.42% | 836,229 | $58.2M | Reduce -9.4% |
| TCBI Texas Capital Bancshares Inc. | 0.42% | 559,206 | $57.7M | Add +8.2% |
| OLLI Ollie's Bargain Outlet Holdi | 0.41% | 742,353 | $57.1M | Reduce -15.1% |
| TILE Interface Inc. | 0.41% | 1,584,452 | $56.8M | Reduce -1.7% |
| SNDX Syndax Pharmaceuticals Inc. | 0.41% | 2,564,279 | $56.1M | Add +8.9% |
| TRNS Transcat Inc. | 0.40% | 601,541 | $55.8M | Reduce -2.1% |
| NUAI New Era Energy & Digital Inc. | 0.40% | 8,596,985 | $54.8M | New |
| FIVE Five Below | 0.37% | 285,102 | $51.3M | Add +6.1% |
| HASI Ha Sustainable Infrastructur | 0.37% | 1,301,308 | $50.8M | Reduce -1.7% |
| ITG Itg Inc. Class A | 0.36% | 3,125,000 | $50.0M | New |
| TMDX Transmedics Group Inc. | 0.36% | 751,133 | $49.9M | Add +7.3% |
| AXGN Axogen Inc. | 0.36% | 1,067,072 | $49.3M | New |
| YSS York Space Systems Inc. | 0.35% | 1,963,942 | $48.4M | Add +98.7% |
| ENOV Enovis Corp. | 0.35% | 2,299,326 | $47.6M | Add +30.9% |
| LB Landbridge Co. LLC-A | 0.34% | 592,619 | $47.0M | Reduce -4.6% |
| KNF Knife River Corp. | 0.32% | 535,074 | $44.8M | Add +4.8% |
| SN Sharkninja Inc. | 0.32% | 288,736 | $44.0M | Add +48.6% |
| TTWO Take-Two Interactive Softwre | 0.31% | 172,812 | $43.2M | Add +48.7% |
| RKLB Rocket Lab Corp. | 0.31% | 421,905 | $42.9M | Add +49.0% |
| XE X-Energy Inc. | 0.31% | 2,335,437 | $42.9M | New |
| WULF Terawulf Inc. | 0.31% | 1,710,463 | $42.2M | New |
| ASO Academy Sports & Outdoors Inc. | 0.30% | 891,434 | $42.0M | Reduce -1.7% |
| CYTK Cytokinetics Inc. | 0.29% | 469,273 | $40.0M | New |
| BOOT Boot Barn Holdings Inc. | 0.28% | 238,337 | $39.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −3.45 |
| HCI Hci Group Inc. | Sold out | 0.00% | −0.97 |
| QXO Qxo Inc. | Reduce -39.3% | 0.62% | −0.96 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -32.2% | 0.66% | −0.65 |
| MTZ Mastec Inc. | Reduce -9.4% | 3.54% | −0.64 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.63 |
| KRUS Kura Sushi USA Inc. Class A | Sold out | 0.00% | −0.56 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −0.49 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.49 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.42 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −0.40 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -15.1% | 0.41% | −0.39 |
| DNN Denison Mines Corp. | Reduce -0.4% | 0.59% | −0.36 |
| XENERGY REACTOR COMPANY | Sold out | 0.00% | −0.34 |
| LITE Lumentum Holdings Inc. | Reduce -4.7% | 1.63% | −0.31 |
| ATRC Atricure Inc. | Reduce -6.8% | 0.59% | −0.30 |
| AXTI Axt Inc. | Sold out | 0.00% | −0.30 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.29 |
| SYM Symbotic Inc. | Sold out | 0.00% | −0.28 |
| NOG Northern Oil and Gas Inc. | Reduce -3.4% | 0.20% | −0.26 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.26 |
| CWH Camping World Holdings Inc. Class A | Sold out | 0.00% | −0.25 |
| ATEC Alphatec Holdings Inc. | Sold out | 0.00% | −0.25 |
| UAMY United States Antimony Corp. | Sold out | 0.00% | −0.24 |
| MMED Minimed Group Inc. | Sold out | 0.00% | −0.23 |
| USAR USA Rare Earth Inc. | Reduce -13.1% | 0.58% | −0.22 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −0.21 |
| RYTM Rhythm Pharmaceuticals Inc. | Sold out | 0.00% | −0.21 |
| ASO Academy Sports & Outdoors Inc. | Reduce -1.7% | 0.30% | −0.21 |
| LOPE Grand Canyon Education Inc. | Reduce -3.8% | 0.26% | −0.19 |
| FLS Flowserve Corp. | Reduce -1.7% | 0.43% | −0.17 |
| MKSI MKS Inc. | Reduce -97.9% | 0.00% | −0.16 |
| AMSC American Superconductor Corp. | Sold out | 0.00% | −0.14 |
| ACIW Aci Worldwide Inc. | Reduce -2.6% | 0.85% | −0.13 |
| HASI Ha Sustainable Infrastructur | Reduce -1.7% | 0.37% | −0.12 |
| LASR Nlight Inc. | Reduce -9.4% | 0.42% | −0.11 |
| URG Ur-Energy Inc. | Sold out | 0.00% | −0.09 |
| UTI Universal Technical Institut | Reduce -1.8% | 0.48% | −0.09 |
| LB Landbridge Co. LLC-A | Reduce -4.6% | 0.34% | −0.09 |
| EKSO BIONICS HLDGS INC | Reduce -97.8% | 0.00% | −0.09 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.08 |
| CARILOHA INC - PROMISSORY NOTE | Sold out | 0.00% | −0.08 |
| GVA Granite Construction Inc. | Reduce -2.0% | 1.00% | −0.07 |
| FTAI Ftai Aviation Ltd. | Reduce -14.5% | 0.15% | −0.07 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.07 |
| LYTS Lsi Industries Inc. | Sold out | 0.00% | −0.06 |
| TRNS Transcat Inc. | Reduce -2.1% | 0.40% | −0.05 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.04 |
| LOVE The Lovesac Co. | Reduce -1.8% | 0.12% | −0.03 |
| UUUU Energy Fuels Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| DOCN Digitalocean Holdings Inc. | Add +20.5% | 4.78% | +1.78 |
| LIVN Livanova PLC | Add +303.0% | 1.53% | +1.12 |
| BAND Bandwidth Inc. Class A | New | 1.05% | +1.05 |
| XMTR Xometry Inc. Class A | Add +76.8% | 1.39% | +0.93 |
| CLH Clean Harbors Inc. | Add +301.3% | 1.08% | +0.72 |
| DKNG Draftkings Inc. Class A | Add +834.9% | 0.78% | +0.68 |
| AVAV Aerovironment Inc. | New | 0.68% | +0.68 |
| RXO Rxo Inc. | Add +45.5% | 1.30% | +0.64 |
| CGNX Cognex Corp. | New | 0.62% | +0.62 |
| CELC Celcuity Inc. | New | 0.48% | +0.48 |
| BFLY Butterfly Network Inc. | Add +53.0% | 0.81% | +0.46 |
| LSCC Lattice Semiconductor Corp. | Add +13.7% | 1.63% | +0.43 |
| RCAT Red Cat Holdings Inc. | Add +248.8% | 0.82% | +0.42 |
| AAOI Applied Optoelectronics Inc. | Add +9.2% | 1.50% | +0.41 |
| NUAI New Era Energy & Digital Inc. | New | 0.40% | +0.40 |
| ITG Itg Inc. Class A | New | 0.36% | +0.36 |
| AXGN Axogen Inc. | New | 0.36% | +0.36 |
| WBI Waterbridge Infrastruc Class A | Add +215.9% | 0.49% | +0.32 |
| XE X-Energy Inc. | New | 0.31% | +0.31 |
| WULF Terawulf Inc. | New | 0.31% | +0.31 |
| GH Guardant Health Inc. | Add +6.5% | 1.52% | +0.30 |
| CYTK Cytokinetics Inc. | New | 0.29% | +0.29 |
| BOOT Boot Barn Holdings Inc. | New | 0.28% | +0.28 |
| GENI Genius Sports Ltd. | Add +78.5% | 0.57% | +0.25 |
| TFII Tfi International Inc. | New | 0.24% | +0.24 |
| TYRA Tyra Biosciences Inc. | New | 0.24% | +0.24 |
| TER Teradyne Inc. | Add +60.0% | 0.49% | +0.23 |
| RVMD Revolution Medicines Inc. | New | 0.23% | +0.23 |
| UMAC Unusual Machines Inc. | Add +231.4% | 0.24% | +0.19 |
| KRYS Krystal Biotech Inc. | Add +7.1% | 1.79% | +0.18 |
| KGS Kodiak Gas Services Inc. | New | 0.18% | +0.18 |
| KNX Knight-Swift Transportation | Add +14.2% | 1.73% | +0.18 |
| LPTH Lightpath Technologies Inc. Class A | Add +46.2% | 0.42% | +0.18 |
| RSI Rush Street Interactive Inc. | Add +22.0% | 0.96% | +0.16 |
| YSS York Space Systems Inc. | Add +98.7% | 0.35% | +0.13 |
| RKLB Rocket Lab Corp. | Add +49.0% | 0.31% | +0.13 |
| SIMO Silicon Motion Technol-ADR | New | 0.13% | +0.13 |
| ZGN Ermenegildo Zegna NV | New | 0.12% | +0.12 |
| TGTX TG Therapeutics Inc. | Add +2.0% | 0.64% | +0.12 |
| PLMR Palomar Holdings Inc. | Add +60.1% | 0.63% | +0.12 |
| SN Sharkninja Inc. | Add +48.6% | 0.32% | +0.11 |
| MPWR Monolithic Power Systems Inc. | New | 0.11% | +0.11 |
| FRVO Fervo Energy Co. Class A | New | 0.11% | +0.11 |
| TH Target Hospitality Corp. | New | 0.10% | +0.10 |
| AXSM Axsome Therapeutics Inc. | Add +8.4% | 0.71% | +0.09 |
| TTWO Take-Two Interactive Softwre | Add +48.7% | 0.31% | +0.08 |
| MAMA Mama's Creations Inc. | New | 0.08% | +0.08 |
| AMBQ Ambiq Micro Inc. | New | 0.08% | +0.08 |
| MAIR Madison Air Solutions Corp. Class A | New | 0.07% | +0.07 |
| IFS Intercorp Financial Services | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $13.8B | APLD, DOCN, MTZ, DAVE, BE |
| Q1 2026 | 167 | $10.0B | APLD, MTZ, FIX, DOCN, XPO |
| Q4 2025 | 175 | $9.1B | APLD, MTZ, DAVE, FIX, KTOS |
| Q3 2025 | 153 | $8.5B | APLD, MTZ, KTOS, DAVE, FIX |
| Q2 2025 | 148 | $7.2B | MTZ, DAVE, APLD, LITE, QXO |
| Q1 2025 | 144 | $5.9B | ACIW, MTZ, HCI, APLD, INSM |
| Q4 2024 | 159 | $6.8B | FTAI, SMTC, MTZ, ACIW, NFE |
| Q3 2024 | 142 | $6.2B | FTAI, MTZ, ACIW, SMTC, FIX |
| Q2 2024 | 144 | $4.8B | FTAI, MTZ, RMBS, FIX, FORM |
| Q1 2024 | 128 | $4.5B | FTAI, FIX, RMBS, VRT, ONTO |