Hood River Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Hood River Capital Management LLC reported 175 stock positions worth $9.1 billion. Its top holding was Applied Digital (APLD) at 5.9% of the portfolio, followed by Mastec (MTZ, 3.5%) and Dave (DAVE, 2.7%). Compared with Q3 2025, it opened 44 new positions, sold out of 23, added to 84 and reduced 45. The biggest buy was a new position in Bloom Energy Class A (BE) and the biggest sale an exit from Varonis Systems (VRNS).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $9.1B (Q4 2025)
- SEC Filing
- 0001214659-26-001836 ↗ filed Feb 17, 2026
Holdings Value
Holdings 175 stocks · $9.1B
| APLD Applied Digital Corp. | 5.92% | 22,037,431 | $540.4M | Add +4.7% |
| MTZ Mastec Inc. | 3.54% | 1,483,661 | $322.5M | Reduce -9.9% |
| DAVE Dave Inc. | 2.71% | 1,115,931 | $247.1M | Add +3.3% |
| FIX Comfort Systems USA Inc. | 2.52% | 245,857 | $229.5M | Add +1.9% |
| KTOS Kratos Defense & Security | 2.28% | 2,745,472 | $208.4M | Add +1.9% |
| FCFS Firstcash Holdings Inc. | 1.95% | 1,116,102 | $177.9M | Add +38.2% |
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 1.86% | 17,357,213 | $169.4M | Add +7.8% |
| SMTC Semtech Corp. | 1.81% | 2,236,224 | $164.8M | Add +1.8% |
| XPO Xpo Inc. | 1.71% | 1,148,950 | $156.2M | Add +1.9% |
| QXO Qxo Inc. | 1.70% | 8,052,900 | $155.3M | Reduce -2.1% |
| KRYS Krystal Biotech Inc. | 1.66% | 613,302 | $151.2M | Add +1.1% |
| ACIW Aci Worldwide Inc. | 1.59% | 3,036,491 | $145.2M | Add +1.8% |
| MDGL Madrigal Pharmaceuticals Inc. | 1.58% | 247,560 | $144.2M | Add +2.0% |
| HCI Hci Group Inc. | 1.57% | 747,783 | $143.3M | Add +1.0% |
| BE Bloom Energy Corp. Class A | 1.48% | 1,555,734 | $135.2M | New |
| CUBI Customers Bancorp Inc. | 1.38% | 1,725,701 | $126.2M | Add +0.8% |
| U Unity Software Inc. | 1.35% | 2,792,007 | $123.3M | Add +0.6% |
| ATRC Atricure Inc. | 1.34% | 3,096,611 | $122.5M | Add +1.7% |
| ALHC Alignment Healthcare Inc. | 1.34% | 6,173,433 | $121.9M | Add +4.3% |
| LTH Life Time Group Holdings Inc. | 1.28% | 4,393,585 | $116.8M | Add +1.9% |
| LITE Lumentum Holdings Inc. | 1.22% | 303,126 | $111.7M | Reduce -49.4% |
| INSM Insmed Inc. | 1.22% | 637,577 | $111.0M | Reduce -27.7% |
| CELH Celsius Holdings Inc. | 1.21% | 2,412,682 | $110.4M | Add +75.6% |
| CIEN Ciena Corp. | 1.16% | 453,779 | $106.1M | Reduce -61.6% |
| CWAN Clearwater Analytics HDS-A | 1.14% | 4,304,707 | $103.8M | Add +5.9% |
| GH Guardant Health Inc. | 1.10% | 978,515 | $99.9M | Add +280.9% |
| RDNT Radnet Inc. | 1.09% | 1,395,891 | $99.6M | Add +1.8% |
| OLLI Ollie's Bargain Outlet Holdi | 1.09% | 904,043 | $99.1M | Reduce -15.8% |
| OSIS Osi Systems Inc. | 1.06% | 379,374 | $96.8M | Add +2.2% |
| GVA Granite Construction Inc. | 1.06% | 836,528 | $96.5M | Add +1.3% |
| BBIO Bridgebio Pharma Inc. | 1.05% | 1,255,185 | $96.0M | Add +0.9% |
| PEGA Pegasystems Inc. | 1.04% | 1,588,403 | $94.9M | Add +0.6% |
| SITM Sitime Corp. | 1.04% | 268,149 | $94.7M | Reduce -42.8% |
| KRMN Karman Holdings Inc. | 1.04% | 1,293,435 | $94.6M | Add +87.9% |
| SRRK Scholar Rock Holding Corp. | 0.98% | 2,026,758 | $89.3M | Add +0.6% |
| APG Api Group Corp. | 0.97% | 2,315,987 | $88.6M | Add +1.9% |
| ENSG The Ensign Group Inc. | 0.94% | 492,003 | $85.7M | Add +1.0% |
| PRAX Praxis Precision Medicines I | 0.94% | 289,467 | $85.3M | New |
| TMDX Transmedics Group Inc. | 0.92% | 690,357 | $84.0M | Add +1.8% |
| KNX Knight-Swift Transportation | 0.91% | 1,587,046 | $83.0M | New |
| GENI Genius Sports Ltd. | 0.84% | 6,954,535 | $76.6M | Add +2.1% |
| PTCT PTC Therapeutics Inc. | 0.84% | 1,003,075 | $76.2M | Add +0.7% |
| GSAT Globalstar Inc. | 0.83% | 1,238,132 | $75.6M | Reduce -6.8% |
| RVMD Revolution Medicines Inc. | 0.83% | 945,585 | $75.3M | Add +1.9% |
| DNN Denison Mines Corp. | 0.79% | 27,013,269 | $71.9M | Add +2.9% |
| EWBC East West Bancorp Inc. | 0.78% | 635,682 | $71.4M | Add +0.8% |
| SIG Signet Jewelers Ltd. | 0.77% | 850,311 | $70.5M | Add +10.7% |
| CNM Core & Main Inc. Class A | 0.76% | 1,330,800 | $69.2M | New |
| MOD Modine Manufacturing Co. | 0.76% | 516,520 | $69.0M | Reduce -2.9% |
| RSI Rush Street Interactive Inc. | 0.75% | 3,531,704 | $68.6M | Add +25.7% |
| LSCC Lattice Semiconductor Corp. | 0.74% | 922,577 | $67.9M | Add +28.3% |
| BW Babcock & Wilcox Enterpr | 0.74% | 10,648,389 | $67.5M | New |
| AXSM Axsome Therapeutics Inc. | 0.73% | 366,176 | $66.9M | Add +1.7% |
| EXLS Exlservice Holdings Inc. | 0.73% | 1,574,133 | $66.8M | Reduce -24.0% |
| RMBS Rambus Inc. | 0.71% | 708,846 | $65.1M | Reduce -15.5% |
| MIR Mirion Technologies Inc. | 0.71% | 2,780,137 | $65.1M | Add +0.6% |
| EXP Eagle Materials Inc. | 0.67% | 295,645 | $61.1M | Add +2.0% |
| ESE Esco Technologies Inc. | 0.64% | 300,195 | $58.7M | Add +1.7% |
| FLS Flowserve Corp. | 0.63% | 832,335 | $57.7M | Add +36.7% |
| NBIX Neurocrine Biosciences Inc. | 0.61% | 389,297 | $55.2M | Reduce -22.4% |
| DOCN Digitalocean Holdings Inc. | 0.60% | 1,138,128 | $54.8M | Add +0.5% |
| LOPE Grand Canyon Education Inc. | 0.57% | 311,436 | $51.8M | New |
| FIVE Five Below | 0.55% | 266,389 | $50.2M | Add +27.6% |
| SNDX Syndax Pharmaceuticals Inc. | 0.53% | 2,316,553 | $48.7M | New |
| HUT Hut 8 Corp. | 0.52% | 1,041,669 | $47.9M | Reduce -47.5% |
| NUVL Nuvalent Inc. Class A | 0.52% | 475,440 | $47.8M | New |
| TGTX TG Therapeutics Inc. | 0.52% | 1,581,234 | $47.1M | Add +1.8% |
| XMTR Xometry Inc. Class A | 0.51% | 782,783 | $46.6M | Add +83.6% |
| ENOV Enovis Corp. | 0.51% | 1,738,185 | $46.3M | Add +0.6% |
| TSEM Tower Semiconductor Ltd. | 0.51% | 393,992 | $46.3M | Reduce -73.9% |
| ASO Academy Sports & Outdoors Inc. | 0.51% | 924,935 | $46.2M | Add +19.7% |
| ALM Almonty Industries Inc. | 0.51% | 5,231,489 | $46.1M | Add +116.0% |
| TILE Interface Inc. | 0.50% | 1,643,498 | $45.9M | Add +2.4% |
| AAOI Applied Optoelectronics Inc. | 0.49% | 1,275,621 | $44.5M | Reduce -19.0% |
| TTMI TTM Technologies | 0.48% | 633,940 | $43.7M | Reduce -0.6% |
| AXON Axon Enterprise Inc. | 0.47% | 74,733 | $42.4M | Add +2.0% |
| UTI Universal Technical Institut | 0.46% | 1,618,453 | $42.3M | Add +11.0% |
| BB Blackberry Ltd. | 0.46% | 11,084,465 | $42.0M | Add +0.7% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.46% | 897,403 | $41.8M | Add +1.6% |
| FN Fabrinet | 0.41% | 82,157 | $37.4M | Reduce -63.0% |
| AXTI Axt Inc. | 0.36% | 2,012,228 | $32.9M | New |
| ODD Oddity Tech Ltd. Class A | 0.35% | 783,730 | $31.5M | Add +3.6% |
| NCNO Ncino Inc. | 0.34% | 1,226,726 | $31.5M | Add +1.1% |
| CWH Camping World Holdings Inc. Class A | 0.34% | 3,185,403 | $31.0M | Add +0.6% |
| TRNS Transcat Inc. | 0.34% | 545,816 | $31.0M | Add +14.4% |
| KRUS Kura Sushi USA Inc. Class A | 0.34% | 589,511 | $30.8M | Add +70.9% |
| FRPT Freshpet Inc. | 0.34% | 504,276 | $30.7M | Add +1.9% |
| LB Landbridge Co. LLC-A | 0.33% | 621,071 | $30.4M | Reduce -7.4% |
| LASR Nlight Inc. | 0.33% | 804,457 | $30.2M | Add +41.7% |
| WSBC Wesbanco Inc. | 0.33% | 894,431 | $29.7M | Add +2.7% |
| CLH Clean Harbors Inc. | 0.33% | 126,765 | $29.7M | Add +2.5% |
| SLNO Soleno Therapeutics Inc. | 0.31% | 618,005 | $28.6M | Add +0.8% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.31% | 393,041 | $28.4M | Reduce -33.8% |
| CALX Calix Inc. | 0.30% | 523,261 | $27.7M | Add +15.2% |
| NOG Northern Oil and Gas Inc. | 0.30% | 1,270,371 | $27.3M | Add +1.1% |
| SNDR Schneider National Inc. Class B | 0.30% | 1,026,734 | $27.2M | New |
| SYM Symbotic Inc. | 0.30% | 453,992 | $27.0M | Add +7.5% |
| HASI Ha Sustainable Infrastructur | 0.29% | 845,496 | $26.6M | Add +2.4% |
| BFLY Butterfly Network Inc. | 0.29% | 6,954,486 | $26.4M | Add +28.6% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.28% | 237,043 | $25.4M | Add +0.5% |
Portfolio Sells Q3 2025 → Q4 2025
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −1.29 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.87 |
| CIEN Ciena Corp. | Reduce -61.6% | 1.16% | −0.87 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.84 |
| TSEM Tower Semiconductor Ltd. | Reduce -73.9% | 0.51% | −0.78 |
| SITM Sitime Corp. | Reduce -42.8% | 1.04% | −0.63 |
| MTZ Mastec Inc. | Reduce -9.9% | 3.54% | −0.60 |
| FN Fabrinet | Reduce -63.0% | 0.41% | −0.55 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -15.8% | 1.09% | −0.54 |
| WAY Waystar Holding Corp. | Sold out | 0.00% | −0.45 |
| WAL Western Alliance Bancorp | Reduce -62.7% | 0.23% | −0.45 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.43 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.37 |
| EXLS Exlservice Holdings Inc. | Reduce -24.0% | 0.73% | −0.34 |
| BCRX Biocryst Pharmaceuticals Inc. | Sold out | 0.00% | −0.32 |
| KEX Kirby Corp. | Sold out | 0.00% | −0.32 |
| RMBS Rambus Inc. | Reduce -15.5% | 0.71% | −0.32 |
| KRNT Kornit Digital Ltd. | Sold out | 0.00% | −0.31 |
| CECO Ceco Environmental Corp. | Sold out | 0.00% | −0.30 |
| HUT Hut 8 Corp. | Reduce -47.5% | 0.52% | −0.29 |
| INSM Insmed Inc. | Reduce -27.7% | 1.22% | −0.28 |
| NBIX Neurocrine Biosciences Inc. | Reduce -22.4% | 0.61% | −0.23 |
| QTWO Q2 Holdings Inc. | Reduce -33.8% | 0.31% | −0.20 |
| SQNS Sequans Communications-ADR | Reduce -64.5% | 0.04% | −0.20 |
| VC Visteon Corp. | Reduce -66.2% | 0.06% | −0.19 |
| GLW Corning Inc. | Sold out | 0.00% | −0.17 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.15 |
| QXO Qxo Inc. | Reduce -2.1% | 1.70% | −0.15 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.14 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.14 |
| MOD Modine Manufacturing Co. | Reduce -2.9% | 0.76% | −0.14 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.13 |
| AKRO Akero Therapeutics Inc. | Sold out | 0.00% | −0.10 |
| LB Landbridge Co. LLC-A | Reduce -7.4% | 0.33% | −0.09 |
| VIK Viking Holdings Ltd. | Reduce -53.8% | 0.08% | −0.08 |
| KSPI JSC Kaspi.kz ADR | Reduce -72.5% | 0.02% | −0.06 |
| DD Dupont DE Nemours Inc. | Reduce -1.4% | 0.05% | −0.05 |
| HIPO Hippo Holdings Inc. | Reduce -1.1% | 0.17% | −0.05 |
| SOFI Sofi Technologies Inc. | Reduce -25.2% | 0.08% | −0.04 |
| AUPH Aurinia Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| UMAC Unusual Machines Inc. | Reduce -0.7% | 0.12% | −0.03 |
| SEM Select Medical Holdings Corp. | Reduce -16.7% | 0.21% | −0.02 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.02 |
| OPRA Opera Ltd.-ADR | Sold out | 0.00% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -1.5% | 0.10% | −0.02 |
| TTWO Take-Two Interactive Softwre | Reduce -1.5% | 0.19% | −0.02 |
| SENS Senseonics Holdings Inc. | Reduce -95.1% | 0.03% | −0.02 |
| RDDT Reddit Inc. Class A | Reduce -1.1% | 0.17% | −0.01 |
| VNET Vnet Group Inc.-ADR | Sold out | 0.00% | −0.01 |
| OKTA Okta Inc. | Reduce -1.0% | 0.07% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BE Bloom Energy Corp. Class A | New | 1.48% | +1.48 |
| PRAX Praxis Precision Medicines I | New | 0.94% | +0.94 |
| KNX Knight-Swift Transportation | New | 0.91% | +0.91 |
| GH Guardant Health Inc. | Add +280.9% | 1.10% | +0.91 |
| CNM Core & Main Inc. Class A | New | 0.76% | +0.76 |
| BW Babcock & Wilcox Enterpr | New | 0.74% | +0.74 |
| LOPE Grand Canyon Education Inc. | New | 0.57% | +0.57 |
| SNDX Syndax Pharmaceuticals Inc. | New | 0.53% | +0.53 |
| NUVL Nuvalent Inc. Class A | New | 0.52% | +0.52 |
| KRMN Karman Holdings Inc. | Add +87.9% | 1.04% | +0.45 |
| FCFS Firstcash Holdings Inc. | Add +38.2% | 1.95% | +0.44 |
| KRYS Krystal Biotech Inc. | Add +1.1% | 1.66% | +0.39 |
| ONDS Ondas Inc. | Add +7.8% | 1.86% | +0.39 |
| AXTI Axt Inc. | New | 0.36% | +0.36 |
| ALM Almonty Industries Inc. | Add +116.0% | 0.51% | +0.33 |
| RVMD Revolution Medicines Inc. | Add +1.9% | 0.83% | +0.31 |
| SNDR Schneider National Inc. Class B | New | 0.30% | +0.30 |
| BBIO Bridgebio Pharma Inc. | Add +0.9% | 1.05% | +0.29 |
| CELH Celsius Holdings Inc. | Add +75.6% | 1.21% | +0.28 |
| LPTH Lightpath Technologies Inc. Class A | New | 0.28% | +0.28 |
| CWAN Clearwater Analytics HDS-A | Add +5.9% | 1.14% | +0.27 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +2.0% | 1.58% | +0.27 |
| ATEC Alphatec Holdings Inc. | New | 0.26% | +0.26 |
| FLS Flowserve Corp. | Add +36.7% | 0.63% | +0.25 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.24% | +0.24 |
| ACLX Arcellx Inc. | New | 0.24% | +0.24 |
| XMTR Xometry Inc. Class A | Add +83.6% | 0.51% | +0.24 |
| APLD Applied Digital Corp. | Add +4.7% | 5.92% | +0.22 |
| AXSM Axsome Therapeutics Inc. | Add +1.7% | 0.73% | +0.22 |
| RKLB Rocket Lab Corp. | New | 0.19% | +0.19 |
| FIVE Five Below | Add +27.6% | 0.55% | +0.17 |
| BFLY Butterfly Network Inc. | Add +28.6% | 0.29% | +0.17 |
| FIX Comfort Systems USA Inc. | Add +1.9% | 2.52% | +0.17 |
| DAVE Dave Inc. | Add +3.3% | 2.71% | +0.16 |
| TER Teradyne Inc. | New | 0.16% | +0.16 |
| DOCN Digitalocean Holdings Inc. | Add +0.5% | 0.60% | +0.14 |
| VSEC Vse Corp. | New | 0.14% | +0.14 |
| UAMY United States Antimony Corp. | New | 0.13% | +0.13 |
| LASR Nlight Inc. | Add +41.7% | 0.33% | +0.13 |
| RL Ralph Lauren Corp. | New | 0.12% | +0.12 |
| LSCC Lattice Semiconductor Corp. | Add +28.3% | 0.74% | +0.12 |
| XZO Exzeo Group Inc. | New | 0.12% | +0.12 |
| ALHC Alignment Healthcare Inc. | Add +4.3% | 1.34% | +0.12 |
| PTCT PTC Therapeutics Inc. | Add +0.7% | 0.84% | +0.11 |
| MKSI MKS Inc. | New | 0.10% | +0.10 |
| KRUS Kura Sushi USA Inc. Class A | Add +70.9% | 0.34% | +0.10 |
| CYTK Cytokinetics Inc. | New | 0.10% | +0.10 |
| COHR Coherent Corp. | New | 0.09% | +0.09 |
| SRRK Scholar Rock Holding Corp. | Add +0.6% | 0.98% | +0.09 |
| CARILOHA INC - PROMISSORY NOTE | New | 0.08% | +0.08 |
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 |