Hood River Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Hood River Capital Management LLC reported 167 stock positions worth $10.0 billion. Its top holding was Applied Digital (APLD) at 5.5% of the portfolio, followed by Mastec (MTZ, 4.2%) and Comfort Systems USA (FIX, 3.4%). Compared with Q4 2025, it opened 31 new positions, sold out of 39, added to 99 and reduced 36. The biggest buy was Digitalocean (DOCN, shares +206%) and the biggest sale an exit from Ciena (CIEN).
- Most Recent 13F
- Q2 2026
- Location
- PALM BEACH GARDENS, FL
- CIK
- 0001578177
- Portfolio Value
- $10.0B (Q1 2026)
- SEC Filing
- 0001214659-26-006258 ↗ filed May 15, 2026
Holdings Value
Holdings 167 stocks · $10.0B
| APLD Applied Digital Corp. | 5.49% | 23,075,612 | $547.8M | Add +4.7% |
| MTZ Mastec Inc. | 4.18% | 1,295,385 | $416.8M | Reduce -12.7% |
| FIX Comfort Systems USA Inc. | 3.45% | 249,385 | $343.9M | Add +1.4% |
| DOCN Digitalocean Holdings Inc. | 3.00% | 3,487,118 | $299.1M | Add +206.4% |
| XPO Xpo Inc. | 2.26% | 1,159,830 | $225.6M | Add +0.9% |
| BE Bloom Energy Corp. Class A | 2.14% | 1,576,258 | $213.6M | Add +1.3% |
| FCFS Firstcash Holdings Inc. | 2.14% | 1,133,915 | $213.2M | Add +1.6% |
| DAVE Dave Inc. | 2.00% | 1,145,901 | $199.5M | Add +2.7% |
| LITE Lumentum Holdings Inc. | 1.94% | 275,623 | $193.7M | Reduce -9.1% |
| KTOS Kratos Defense & Security | 1.92% | 2,714,571 | $191.4M | Reduce -1.1% |
| SMTC Semtech Corp. | 1.76% | 2,287,529 | $175.9M | Add +2.3% |
| BW Babcock & Wilcox Enterpr | 1.71% | 11,603,688 | $170.5M | Add +9.0% |
| KRYS Krystal Biotech Inc. | 1.60% | 619,586 | $160.1M | Add +1.0% |
| QXO Qxo Inc. | 1.58% | 8,136,061 | $158.0M | Add +1.0% |
| KNX Knight-Swift Transportation | 1.54% | 2,676,956 | $154.1M | Add +68.7% |
| MDGL Madrigal Pharmaceuticals Inc. | 1.31% | 249,511 | $130.6M | Add +0.8% |
| GH Guardant Health Inc. | 1.21% | 1,310,065 | $121.0M | Add +33.9% |
| CUBI Customers Bancorp Inc. | 1.20% | 1,731,310 | $120.2M | Add +0.3% |
| LSCC Lattice Semiconductor Corp. | 1.20% | 1,293,092 | $119.9M | Add +40.2% |
| PRAX Praxis Precision Medicines I | 1.16% | 358,618 | $115.5M | Add +23.9% |
| PTCT PTC Therapeutics Inc. | 1.14% | 1,664,559 | $113.4M | Add +66.0% |
| INSM Insmed Inc. | 1.13% | 688,554 | $112.6M | Add +8.0% |
| AAOI Applied Optoelectronics Inc. | 1.08% | 1,275,519 | $107.9M | Reduce -0.0% |
| ALHC Alignment Healthcare Inc. | 1.07% | 6,054,477 | $106.7M | Reduce -1.9% |
| GVA Granite Construction Inc. | 1.07% | 889,492 | $106.6M | Add +6.3% |
| KRMN Karman Holdings Inc. | 1.03% | 1,288,784 | $103.2M | Reduce -0.4% |
| SRRK Scholar Rock Holding Corp. | 1.01% | 2,049,679 | $100.8M | Add +1.1% |
| ENSG The Ensign Group Inc. | 0.99% | 490,426 | $98.8M | Reduce -0.3% |
| OSIS Osi Systems Inc. | 0.99% | 372,074 | $98.8M | Reduce -1.9% |
| U Unity Software Inc. | 0.99% | 4,493,753 | $98.6M | Add +61.0% |
| ACIW Aci Worldwide Inc. | 0.98% | 2,391,319 | $98.1M | Reduce -21.3% |
| HCI Hci Group Inc. | 0.97% | 623,801 | $96.4M | Reduce -16.6% |
| CAVA Cava Group Inc. | 0.96% | 1,179,441 | $95.4M | New |
| APG Api Group Corp. | 0.95% | 2,346,561 | $95.1M | Add +1.3% |
| DNN Denison Mines Corp. | 0.95% | 26,829,391 | $94.7M | Reduce -0.7% |
| BBIO Bridgebio Pharma Inc. | 0.94% | 1,265,080 | $93.9M | Add +0.8% |
| ONDS Ondas Inc. | 0.93% | 10,261,811 | $92.8M | Reduce -40.9% |
| ATRC Atricure Inc. | 0.89% | 3,117,545 | $88.9M | Add +0.7% |
| PTGX Protagonist Therapeutics Inc. | 0.88% | 829,285 | $87.4M | New |
| HUT Hut 8 Corp. | 0.87% | 1,843,582 | $86.5M | Add +77.0% |
| ESE Esco Technologies Inc. | 0.86% | 304,140 | $85.6M | Add +1.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.81% | 873,922 | $80.4M | Reduce -3.3% |
| RSI Rush Street Interactive Inc. | 0.80% | 3,651,237 | $79.4M | Add +3.4% |
| USAR USA Rare Earth Inc. | 0.80% | 4,242,941 | $79.4M | New |
| RDNT Radnet Inc. | 0.79% | 1,411,497 | $78.9M | Add +1.1% |
| SIG Signet Jewelers Ltd. | 0.72% | 849,167 | $71.9M | Reduce -0.1% |
| LTH Life Time Group Holdings Inc. | 0.71% | 2,624,490 | $70.7M | Reduce -40.3% |
| SITM Sitime Corp. | 0.70% | 202,750 | $70.0M | Reduce -24.4% |
| TMDX Transmedics Group Inc. | 0.70% | 699,770 | $69.6M | Add +1.4% |
| WSBC Wesbanco Inc. | 0.70% | 2,013,953 | $69.5M | Add +125.2% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.66% | 1,056,534 | $66.2M | New |
| RXO Rxo Inc. | 0.65% | 4,452,216 | $65.1M | Add +123.3% |
| AXSM Axsome Therapeutics Inc. | 0.63% | 371,503 | $62.8M | Add +1.4% |
| RMBS Rambus Inc. | 0.63% | 727,494 | $62.6M | Add +2.6% |
| KEX Kirby Corp. | 0.62% | 464,322 | $61.7M | New |
| FIVE Five Below | 0.62% | 268,808 | $61.4M | Add +0.9% |
| ALM Almonty Industries Inc. | 0.61% | 4,224,675 | $61.2M | Reduce -19.3% |
| FLS Flowserve Corp. | 0.60% | 815,798 | $60.0M | Reduce -2.0% |
| UTI Universal Technical Institut | 0.57% | 1,586,188 | $57.3M | Reduce -2.0% |
| FN Fabrinet | 0.57% | 109,117 | $56.9M | Add +32.8% |
| VSEC Vse Corp. | 0.56% | 305,287 | $56.3M | Add +304.1% |
| KRUS Kura Sushi USA Inc. Class A | 0.56% | 796,393 | $55.6M | Add +35.1% |
| SNDX Syndax Pharmaceuticals Inc. | 0.55% | 2,354,285 | $55.0M | Add +1.6% |
| NBIX Neurocrine Biosciences Inc. | 0.53% | 404,393 | $53.3M | Add +3.9% |
| LASR Nlight Inc. | 0.53% | 922,979 | $52.6M | Add +14.7% |
| TGTX TG Therapeutics Inc. | 0.52% | 1,569,171 | $52.1M | Reduce -0.8% |
| ASO Academy Sports & Outdoors Inc. | 0.51% | 907,187 | $51.2M | Reduce -1.9% |
| PLMR Palomar Holdings Inc. | 0.51% | 426,046 | $50.9M | New |
| TTMI TTM Technologies | 0.50% | 516,431 | $50.3M | Reduce -18.5% |
| NUVL Nuvalent Inc. Class A | 0.49% | 479,998 | $49.2M | Add +1.0% |
| TCBI Texas Capital Bancshares Inc. | 0.49% | 516,966 | $49.0M | New |
| HASI Ha Sustainable Infrastructur | 0.49% | 1,323,910 | $48.7M | Add +56.6% |
| CELH Celsius Holdings Inc. | 0.49% | 1,370,561 | $48.6M | Reduce -43.2% |
| NOG Northern Oil and Gas Inc. | 0.46% | 1,586,599 | $46.4M | Add +24.9% |
| XMTR Xometry Inc. Class A | 0.46% | 1,124,733 | $45.9M | Add +43.7% |
| SNDR Schneider National Inc. Class B | 0.46% | 1,728,597 | $45.6M | Add +68.4% |
| TRNS Transcat Inc. | 0.45% | 614,554 | $45.1M | Add +12.6% |
| LOPE Grand Canyon Education Inc. | 0.45% | 262,557 | $44.6M | Reduce -15.7% |
| AXON Axon Enterprise Inc. | 0.43% | 101,762 | $43.2M | Add +36.2% |
| LB Landbridge Co. LLC-A | 0.43% | 621,075 | $42.9M | Add +0.0% |
| KNF Knife River Corp. | 0.42% | 510,622 | $41.7M | New |
| PEGA Pegasystems Inc. | 0.42% | 975,621 | $41.5M | Reduce -38.6% |
| LIVN Livanova PLC | 0.41% | 636,540 | $40.5M | New |
| MOD Modine Manufacturing Co. | 0.40% | 185,818 | $40.3M | Reduce -64.0% |
| TILE Interface Inc. | 0.40% | 1,612,087 | $40.2M | Reduce -1.9% |
| ENOV Enovis Corp. | 0.40% | 1,756,669 | $40.0M | Add +1.1% |
| RCAT Red Cat Holdings Inc. | 0.40% | 3,033,005 | $39.7M | New |
| BB Blackberry Ltd. | 0.39% | 11,876,552 | $38.5M | Add +7.2% |
| CLH Clean Harbors Inc. | 0.36% | 124,275 | $35.6M | Reduce -2.0% |
| BFLY Butterfly Network Inc. | 0.35% | 8,620,848 | $34.8M | Add +24.0% |
| XENERGY REACTOR COMPANY | 0.34% | 2,304,559 | $33.5M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.33% | 907,412 | $33.0M | Add +1.1% |
| GENI Genius Sports Ltd. | 0.32% | 7,243,680 | $32.1M | Add +4.2% |
| AXTI Axt Inc. | 0.30% | 526,663 | $30.0M | Reduce -73.8% |
| OKLO Oklo Inc. | 0.29% | 589,294 | $29.2M | New |
| GFL GFL Environmental Inc.-Sub VT | 0.29% | 682,650 | $28.5M | Add +16.6% |
| SYM Symbotic Inc. | 0.28% | 524,415 | $27.9M | Add +15.5% |
| MIRM Mirum Pharmaceuticals Inc. | 0.26% | 285,384 | $26.4M | Add +1.9% |
| EXP Eagle Materials Inc. | 0.26% | 137,840 | $26.1M | Reduce -53.4% |
| TER Teradyne Inc. | 0.26% | 87,770 | $26.0M | Add +15.6% |
Portfolio Sells Q4 2025 → Q1 2026
| CIEN Ciena Corp. | Sold out | 0.00% | −1.16 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −1.14 |
| ONDS Ondas Inc. | Reduce -40.9% | 0.93% | −0.93 |
| GSAT Globalstar Inc. | Sold out | 0.00% | −0.83 |
| RVMD Revolution Medicines Inc. | Sold out | 0.00% | −0.83 |
| EWBC East West Bancorp Inc. | Sold out | 0.00% | −0.78 |
| CNM Core & Main Inc. Class A | Sold out | 0.00% | −0.76 |
| EXLS Exlservice Holdings Inc. | Sold out | 0.00% | −0.73 |
| CELH Celsius Holdings Inc. | Reduce -43.2% | 0.49% | −0.72 |
| MIR Mirion Technologies Inc. | Sold out | 0.00% | −0.71 |
| PEGA Pegasystems Inc. | Reduce -38.6% | 0.42% | −0.62 |
| ACIW Aci Worldwide Inc. | Reduce -21.3% | 0.98% | −0.61 |
| HCI Hci Group Inc. | Reduce -16.6% | 0.97% | −0.60 |
| LTH Life Time Group Holdings Inc. | Reduce -40.3% | 0.71% | −0.57 |
| TSEM Tower Semiconductor Ltd. | Reduce -94.5% | 0.04% | −0.47 |
| EXP Eagle Materials Inc. | Reduce -53.4% | 0.26% | −0.41 |
| KTOS Kratos Defense & Security | Reduce -1.1% | 1.92% | −0.37 |
| MOD Modine Manufacturing Co. | Reduce -64.0% | 0.40% | −0.35 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.35 |
| NCNO Ncino Inc. | Sold out | 0.00% | −0.34 |
| SITM Sitime Corp. | Reduce -24.4% | 0.70% | −0.34 |
| QTWO Q2 Holdings Inc. | Sold out | 0.00% | −0.31 |
| CALX Calix Inc. | Sold out | 0.00% | −0.30 |
| FRPT Freshpet Inc. | Reduce -87.5% | 0.04% | −0.30 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -3.3% | 0.81% | −0.28 |
| ALHC Alignment Healthcare Inc. | Reduce -1.9% | 1.07% | −0.27 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.24 |
| WAL Western Alliance Bancorp | Sold out | 0.00% | −0.23 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.22 |
| PAR Par Technology Corp. | Sold out | 0.00% | −0.21 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.21 |
| LOPE Grand Canyon Education Inc. | Reduce -15.7% | 0.45% | −0.12 |
| XZO Exzeo Group Inc. | Sold out | 0.00% | −0.12 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.10 |
| TILE Interface Inc. | Reduce -1.9% | 0.40% | −0.10 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.10 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.09 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.08 |
| AS Amer Sports Inc. | Sold out | 0.00% | −0.08 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.07 |
| LUNR Intuitive Machines Inc. | Sold out | 0.00% | −0.07 |
| OSIS Osi Systems Inc. | Reduce -1.9% | 0.99% | −0.07 |
| VC Visteon Corp. | Sold out | 0.00% | −0.06 |
| UMAC Unusual Machines Inc. | Reduce -45.9% | 0.06% | −0.06 |
| AXTI Axt Inc. | Reduce -73.8% | 0.30% | −0.06 |
| SIG Signet Jewelers Ltd. | Reduce -0.1% | 0.72% | −0.05 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.05 |
| RDVT Red Violet Inc. | Sold out | 0.00% | −0.04 |
| BBW Build-A-Bear Workshop Inc. | Sold out | 0.00% | −0.04 |
| FLS Flowserve Corp. | Reduce -2.0% | 0.60% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| DOCN Digitalocean Holdings Inc. | Add +206.4% | 3.00% | +2.40 |
| BW Babcock & Wilcox Enterpr | Add +9.0% | 1.71% | +0.97 |
| CAVA Cava Group Inc. | New | 0.96% | +0.96 |
| FIX Comfort Systems USA Inc. | Add +1.4% | 3.45% | +0.93 |
| PTGX Protagonist Therapeutics Inc. | New | 0.88% | +0.88 |
| USAR USA Rare Earth Inc. | New | 0.80% | +0.80 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.66% | +0.66 |
| BE Bloom Energy Corp. Class A | Add +1.3% | 2.14% | +0.66 |
| KNX Knight-Swift Transportation | Add +68.7% | 1.54% | +0.64 |
| KEX Kirby Corp. | New | 0.62% | +0.62 |
| XPO Xpo Inc. | Add +0.9% | 2.26% | +0.55 |
| PLMR Palomar Holdings Inc. | New | 0.51% | +0.51 |
| TCBI Texas Capital Bancshares Inc. | New | 0.49% | +0.49 |
| LSCC Lattice Semiconductor Corp. | Add +40.2% | 1.20% | +0.46 |
| VSEC Vse Corp. | Add +304.1% | 0.56% | +0.42 |
| KNF Knife River Corp. | New | 0.42% | +0.42 |
| LIVN Livanova PLC | New | 0.41% | +0.41 |
| RCAT Red Cat Holdings Inc. | New | 0.40% | +0.40 |
| RXO Rxo Inc. | Add +123.3% | 0.65% | +0.38 |
| WSBC Wesbanco Inc. | Add +125.2% | 0.70% | +0.37 |
| HUT Hut 8 Corp. | Add +77.0% | 0.87% | +0.34 |
| XENERGY REACTOR COMPANY | New | 0.34% | +0.34 |
| PTCT PTC Therapeutics Inc. | Add +66.0% | 1.14% | +0.30 |
| OKLO Oklo Inc. | New | 0.29% | +0.29 |
| MMED Minimed Group Inc. | New | 0.23% | +0.23 |
| PRAX Praxis Precision Medicines I | Add +23.9% | 1.16% | +0.22 |
| YSS York Space Systems Inc. | New | 0.22% | +0.22 |
| KRUS Kura Sushi USA Inc. Class A | Add +35.1% | 0.56% | +0.22 |
| FTAI Ftai Aviation Ltd. | New | 0.22% | +0.22 |
| ESE Esco Technologies Inc. | Add +1.3% | 0.86% | +0.21 |
| SN Sharkninja Inc. | Add +353223.6% | 0.21% | +0.21 |
| LASR Nlight Inc. | Add +14.7% | 0.53% | +0.20 |
| HASI Ha Sustainable Infrastructur | Add +56.6% | 0.49% | +0.20 |
| CRVS Corvus Pharmaceuticals Inc. | New | 0.20% | +0.20 |
| FCFS Firstcash Holdings Inc. | Add +1.6% | 2.14% | +0.19 |
| NOG Northern Oil and Gas Inc. | Add +24.9% | 0.46% | +0.17 |
| FN Fabrinet | Add +32.8% | 0.57% | +0.16 |
| SNDR Schneider National Inc. Class B | Add +68.4% | 0.46% | +0.16 |
| AMSC American Superconductor Corp. | New | 0.14% | +0.14 |
| LODE Comstock Inc. | Add +246.2% | 0.19% | +0.12 |
| GH Guardant Health Inc. | Add +33.9% | 1.21% | +0.12 |
| TRNS Transcat Inc. | Add +12.6% | 0.45% | +0.11 |
| BOBS Bob's Discount Furniture | New | 0.11% | +0.11 |
| UAMY United States Antimony Corp. | Add +14.7% | 0.24% | +0.11 |
| TER Teradyne Inc. | Add +15.6% | 0.26% | +0.10 |
| LB Landbridge Co. LLC-A | Add +0.0% | 0.43% | +0.10 |
| MWH Solv Energy Inc. Class A | New | 0.09% | +0.09 |
| URG Ur-Energy Inc. | New | 0.09% | +0.09 |
| AMPX Amprius Technologies Inc. | Add +17.2% | 0.16% | +0.09 |
| EKSO BIONICS HLDGS INC | New | 0.09% | +0.09 |
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 |