Hood River Capital Management LLC
Top Portfolio Positions
165 positions ·
$10,009,355,644 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APLD |
Applied Digital Corp.
Technology
|
23,075,612 | $547,815,028 | 5.47% | |
| MTZ |
Mastec Inc
Industrials
|
1,295,385 | $416,777,169 | 4.16% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
249,385 | $343,899,421 | 3.44% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
3,487,118 | $299,124,982 | 2.99% | |
| XPO |
XPO, Inc.
Industrials
|
1,159,830 | $225,644,926 | 2.25% | |
| BE |
Bloom Energy Corp
Industrials
|
1,576,258 | $213,567,196 | 2.13% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
1,133,915 | $213,176,020 | 2.13% | |
| DAVE |
Dave Inc./DE
Technology
|
1,145,901 | $199,489,905 | 1.99% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
275,623 | $193,696,819 | 1.94% | |
| HCI |
HCI Group, Inc.
Financial Services
|
1,247,602 | $192,891,744 | 1.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAOI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,896,152 | 1,275,519 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,468,148 | 1,275,621 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,855,904 | 1,575,623 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $11,402,099 | 1,375,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,950,139 | 1,439,404 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,103,696 | 1,351,123 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,678,711 | 1,520,393 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||