Hood River Capital Management LLC

CIK

1578177

Location

PALM BEACH GARDENS, FL

Portfolio Value

Large $13,741,771,678

Diversification

Diversified

Filing Date

Global Rank

#447 / 8,794 ▲ 10 · as of Jun 2026

Top Industry

Biotechnology 12.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

165 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.1%

+0.5 pts

Top 5

20.4%

+1.8 pts

Top 10

30.5%

+1.6 pts

HHI

167

Diversified+11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$4,476,773,883	36
Industrials	26.1%	$3,590,916,234	35
Healthcare	20.9%	$2,870,943,234	35
Financial Services	7.5%	$1,024,972,979	14
Consumer Cyclical	6.3%	$863,933,413	18
Energy	2.0%	$274,317,789	7
Basic Materials	1.8%	$243,343,578	6
Consumer Defensive	1.4%	$185,559,381	6
Communication Services	1.0%	$142,545,145	5
Utilities	0.5%	$68,466,042	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RCAT	Red Cat Holdings, Inc.	+7,545,218	10,578,223	$112,658,074
GENI	Genius Sports Ltd	+5,686,089	12,929,769	$78,354,400
BFLY	Butterfly Network, Inc.	+4,569,282	13,190,130	$111,060,894
DKNG	DraftKings Inc.	+3,791,364	4,245,469	$107,240,546
BW	Babcock & Wilcox Enterprises, Inc.	+2,085,991	13,689,679	$193,024,473
RXO	RXO, Inc.	+2,026,330	6,478,546	$178,743,084
LIVN	LivaNova PLC	+1,928,937	2,565,477	$210,959,173
ONDS	Ondas Inc.	+1,426,484	11,688,295	$96,311,550
WBI	WaterBridge Infrastructure LLC	+1,339,831	1,960,405	$67,183,079
LPTH	Lightpath Technologies Inc	+1,126,377	3,562,140	$58,240,989
UMAC	Unusual Machines, Inc.	+1,044,852	1,496,374	$33,369,140
YSS	York Space Systems Inc.	+975,432	1,963,942	$48,352,252
XMTR	Xometry, Inc.	+863,627	1,988,360	$191,916,507
RSI	Rush Street Interactive, Inc.	+803,196	4,454,433	$132,474,837
DOCN	DigitalOcean Holdings, Inc.	+713,601	4,200,719	$659,638,904
SLDE	Slide Insurance Holdings, Inc.	+631,484	1,884,474	$36,502,261
KRMN	Karman Holdings Inc.	+627,209	1,915,993	$95,646,370
ENOV	Enovis CORP	+542,657	2,299,326	$47,596,048
AMPX	Amprius Technologies, Inc.	+463,369	1,412,516	$19,577,471
KTOS	Kratos Defense & Security Solutions, Inc.	+423,156	3,137,727	$156,447,068
LODE	Comstock Inc.	+408,580	6,693,538	$27,845,118
ALM	Almonty Industries Inc.	+396,432	4,621,107	$76,525,531
KNX	Knight-Swift Transportation Holdings Inc.	+381,285	3,058,241	$238,145,226
CLH	Clean Harbors Inc	+374,472	498,747	$149,000,666
INSM	INSMED Inc	+368,317	1,056,871	$112,683,586
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	−3,197,459	4,938,602	$85,339,042
APLD	Applied Digital Corp.	−556,725	22,518,887	$839,954,485
USAR	USA Rare Earth, Inc.	−554,093	3,688,848	$79,605,339
BE	Bloom Energy Corp	−230,385	1,345,873	$407,395,757
ATRC	AtriCure, Inc.	−212,246	2,905,299	$81,290,266
BB	BLACKBERRY Ltd	−203,791	11,672,761	$147,660,426
HUT	Hut 8 Corp.	−191,687	1,651,895	$190,703,018
OLLI	Ollie's Bargain Outlet Holdings, Inc.	−131,569	742,353	$57,072,098
MTZ	Mastec Inc	−121,467	1,173,918	$488,420,323
DNN	Denison Mines Corp.	−106,335	26,723,056	$81,772,551
LASR	Nlight, Inc.	−86,750	836,229	$58,218,262
MDGL	Madrigal Pharmaceuticals, Inc.	−80,427	169,084	$90,789,653
LTH	Life Time Group Holdings, Inc.	−74,771	2,549,719	$104,130,523
SITM	SITIME Corp	−69,051	133,699	$99,680,626
MKSI	Mks Inc	−67,991	1,446	$643,180
DD	DuPont de Nemours, Inc.	−63,545	60,493	$8,205,270
ACIW	Aci Worldwide, Inc.	−61,450	2,329,869	$117,169,112
SHAZ	SharonAI Holdings Inc.	−54,802	82,736	$7,004,429
NOG	Northern Oil & Gas, Inc.	−53,139	1,533,460	$27,832,299
DAVE	Dave Inc./DE	−41,624	1,104,277	$411,442,567
OFRM	Once Upon a Farm, PBC	−37,697	380,434	$7,791,288
SMTC	Semtech Corp	−37,147	2,250,382	$364,224,326
LB	LandBridge Co LLC	−28,456	592,619	$46,959,129
UTI	Universal Technical Institute Inc	−28,180	1,558,008	$66,636,002
TILE	Interface Inc	−27,635	1,584,452	$56,786,759
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BAND	Bandwidth Inc.	2,295,924	$145,331,989
AVAV	AeroVironment Inc	564,254	$93,141,407
CGNX	Cognex Corp	1,172,170	$84,888,551
CELC	Celcuity Inc.	628,411	$65,744,358
NUAI	New ERA Energy & Digital, Inc.	8,596,985	$54,848,764
AXGN	Axogen, Inc.	1,067,072	$49,288,055
XE	X-Energy, Inc.	2,335,437	$42,878,623
WULF	Terawulf Inc.	1,710,463	$42,248,436
CYTK	Cytokinetics Inc	469,273	$39,977,366
BOOT	Boot Barn Holdings, Inc.	238,337	$39,151,618
TFII	TFI International Inc.	230,762	$33,130,500
TYRA	Tyra Biosciences, Inc.	1,016,775	$32,475,793
RVMD	Revolution Medicines, Inc.	170,422	$31,916,632
KGS	Kodiak Gas Services, Inc.	335,688	$25,220,239
SIMO	Silicon Motion Technology CORP	52,591	$17,530,158
ZGN	Ermenegildo Zegna N.V.	1,256,808	$16,363,640
MPWR	Monolithic Power Systems, Inc.	11,027	$15,243,283
FRVO	Fervo Energy Co	500,541	$14,630,813
TH	Target Hospitality Corp.	673,847	$13,719,524
MAMA	Mama's Creations, Inc.	625,008	$11,156,392
AMBQ	Ambiq Micro, Inc.	121,738	$10,749,465
MAIR	Madison Air Solutions Corp	236,849	$9,237,111
IFS	Intercorp Financial Services Inc.	154,961	$8,826,578
ELVA	Electrovaya Inc.	730,318	$7,668,339
SILC	Silicom Ltd.	157,343	$7,543,023
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FIX	Comfort Systems USA Inc	249,385	$343,899,421
HCI	HCI Group, Inc.	623,801	$96,445,872
RMBS	Rambus Inc	727,494	$62,586,308
KRUS	Kura Sushi USA, Inc.	796,393	$55,580,267
CELH	Celsius Holdings, Inc.	1,370,561	$48,627,504
PEGA	Pegasystems Inc	975,621	$41,522,429
MOD	Modine Manufacturing Co	185,818	$40,268,618
AXTI	Axt Inc	526,663	$30,009,257
OKLO	Oklo Inc.	589,294	$29,223,089
SYM	Symbotic Inc.	524,415	$27,898,878
EXP	Eagle Materials Inc	137,840	$26,113,788
CWH	Camping World Holdings, Inc.	3,695,046	$25,237,164
ATEC	Alphatec Holdings, Inc.	2,300,899	$25,033,781
UAMY	United States Antimony Corp	2,759,376	$24,089,352
MMED	MiniMed Group, Inc.	1,505,778	$22,466,207
RYTM	Rhythm Pharmaceuticals, Inc.	239,912	$20,865,146
AMSC	American Superconductor Corp /De/	398,711	$13,496,367
URG	Ur-Energy Inc	6,234,841	$9,289,913
EXE	EXPAND ENERGY Corp	75,404	$8,277,851
CCJ	Cameco Corp	62,655	$6,804,959
LYTS	Lsi Industries Inc	313,650	$5,833,890
FRPT	Freshpet, Inc.	62,982	$3,713,418
UUUU	Energy Fuels Inc	148,461	$2,709,413
AZ	A2z Cust2mate Solutions Corp.	355,459	$2,370,911
RERE	ATRenew Inc.	405,316	$1,900,932
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

165 tracked positions · $13,741,771,678 total · filing declares 166 positions · $13,791,963,477 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 165 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APLD	Applied Digital Corp. Technology	Reduced	22,518,887	-556,725	$839,954,485	+53.3%	6.11%
DOCN	DigitalOcean Holdings, Inc. Technology	Added	4,200,719	+713,601	$659,638,904	+120.5%	4.80%
MTZ	Mastec Inc Industrials	Reduced	1,173,918	-121,467	$488,420,323	+17.2%	3.55%
DAVE	Dave Inc./DE Technology	Reduced	1,104,277	-41,624	$411,442,567	+106.2%	2.99%
BE	Bloom Energy Corp Industrials	Reduced	1,345,873	-230,385	$407,395,757	+90.8%	2.96%
SMTC	Semtech Corp Technology	Reduced	2,250,382	-37,147	$364,224,326	+107.1%	2.65%
XPO	XPO, Inc. Industrials	Added	1,297,453	+137,623	$266,354,126	+18.0%	1.94%
FCFS	FirstCash Holdings, Inc. Financial Services	Added	1,221,912	+87,997	$264,324,003	+24.0%	1.92%
KRYS	Krystal Biotech, Inc. Healthcare	Added	663,375	+43,789	$246,556,586	+54.0%	1.79%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Added	3,058,241	+381,285	$238,145,226	+54.5%	1.73%
LITE	Lumentum Holdings Inc. Technology	Reduced	262,757	-12,866	$225,461,271	+16.4%	1.64%
LSCC	Lattice Semiconductor Corp Technology	Added	1,469,538	+176,446	$224,780,532	+87.4%	1.64%
LIVN	LivaNova PLC Healthcare	Added	2,565,477	+1,928,937	$210,959,173	+421.4%	1.54%
GH	Guardant Health, Inc. Healthcare	Added	1,395,307	+85,242	$209,337,909	+73.0%	1.52%
AAOI	Applied Optoelectronics, Inc. Technology	Added	1,392,510	+116,991	$206,314,281	+91.2%	1.50%
BW	Babcock & Wilcox Enterprises, Inc. Industrials	Added	13,689,679	+2,085,991	$193,024,473	+13.2%	1.40%
XMTR	Xometry, Inc. Industrials	Added	1,988,360	+863,627	$191,916,507	+317.8%	1.40%
HUT	Hut 8 Corp. Financial Services	Reduced	1,651,895	-191,687	$190,703,018	+120.5%	1.39%
RXO	RXO, Inc. Industrials	Added	6,478,546	+2,026,330	$178,743,084	+174.6%	1.30%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Added	3,137,727	+423,156	$156,447,068	−18.3%	1.14%
CUBI	Customers Bancorp, Inc. Financial Services	Added	1,941,996	+210,686	$153,611,883	+27.8%	1.12%
CLH	Clean Harbors Inc Industrials	Added	498,747	+374,472	$149,000,666	+318.1%	1.08%
BB	BLACKBERRY Ltd Technology	Reduced	11,672,761	-203,791	$147,660,426	+283.7%	1.07%
ALHC	Alignment Healthcare, Inc. Healthcare	Added	6,184,526	+130,049	$147,253,564	+38.0%	1.07%
BAND	Bandwidth Inc. Technology	NEW	2,295,924	NEW	$145,331,989	NEW	1.06%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Added	425,167	+66,549	$142,341,659	+23.2%	1.04%
PTCT	Ptc Therapeutics, Inc. Healthcare	Added	1,738,613	+74,054	$141,818,662	+25.1%	1.03%
GVA	Granite Construction Inc Industrials	Reduced	871,255	-18,237	$137,727,990	+29.2%	1.00%
U	Unity Software Inc. Technology	Added	4,736,216	+242,463	$135,361,053	+37.3%	0.99%
RSI	Rush Street Interactive, Inc. Consumer Cyclical	Added	4,454,433	+803,196	$132,474,837	+66.8%	0.96%
SRRK	Scholar Rock Holding Corp Healthcare	Added	2,224,788	+175,109	$122,363,340	+21.4%	0.89%
ACIW	Aci Worldwide, Inc. Technology	Reduced	2,329,869	-61,450	$117,169,112	+19.5%	0.85%
ESE	Esco Technologies Inc Technology	Added	330,297	+26,157	$115,617,161	+35.1%	0.84%
INSM	INSMED Inc Healthcare	Added	1,056,871	+368,317	$112,683,586	+0.1%	0.82%
RCAT	Red Cat Holdings, Inc. Industrials	Added	10,578,223	+7,545,218	$112,658,074	+183.8%	0.82%
BFLY	Butterfly Network, Inc. Healthcare	Added	13,190,130	+4,569,282	$111,060,894	+218.9%	0.81%
CAVA	Cava Group, Inc. Consumer Cyclical	Added	1,406,249	+226,808	$110,362,421	+15.7%	0.80%
PTGX	Protagonist Therapeutics, Inc Healthcare	Added	882,738	+53,453	$108,206,024	+23.8%	0.79%
APG	APi Group Corp Industrials	Added	2,538,774	+192,213	$107,517,078	+13.1%	0.78%
DKNG	DraftKings Inc. Consumer Cyclical	Added	4,245,469	+3,791,364	$107,240,546	+992.3%	0.78%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	Reduced	2,549,719	-74,771	$104,130,523	+47.3%	0.76%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	1,347,535	+82,455	$100,364,406	+6.8%	0.73%
SITM	SITIME Corp Technology	Reduced	133,699	-69,051	$99,680,626	+42.4%	0.73%
AXSM	Axsome Therapeutics, Inc. Healthcare	Added	402,678	+31,175	$98,563,494	+57.0%	0.72%
ONDS	Ondas Inc. Technology	Added	11,688,295	+1,426,484	$96,311,550	+3.8%	0.70%
KRMN	Karman Holdings Inc. Industrials	Added	1,915,993	+627,209	$95,646,370	−7.3%	0.70%
TTMI	Ttm Technologies Inc Technology	Reduced	501,716	-14,715	$93,830,926	+86.5%	0.68%
AVAV	AeroVironment Inc Industrials	NEW	564,254	NEW	$93,141,407	NEW	0.68%
WSBC	Wesbanco Inc Financial Services	Added	2,367,331	+353,378	$92,396,928	+33.0%	0.67%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Added	1,120,747	+64,213	$91,352,087	+37.9%	0.66%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.