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 AXON
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,217,303 | 101,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,443,112 | 74,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,575,024 | 73,261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,712,012 | 73,329 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,633,845 | 77,258 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $153,199,055 | 257,772 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $104,833,861 | 262,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,159,864 | 224,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,869,965 | 213,724 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,509,452 | 199,394 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,553,839 | 198,773 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,290,914 | 206,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $105,131,090 | 467,561 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $93,279,042 | 562,159 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,171,417 | 563,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,292,211 | 421,726 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,221,738 | 226,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,696,192 | 208,256 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,892,990 | 210,793 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $38,602,865 | 218,342 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,511,979 | 179,132 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $13,718,284 | 151,249 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,061,506 | 275,772 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||