Hood River Capital Management LLC
Top Portfolio Positions
159 positions ·
$8,069,815,242 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| APLD |
Applied Digital Corp.
Technology
|
22,037,431 | $540,357,808 | 6.70% |
| DAVE |
Dave Inc./DE
Technology
|
1,115,931 | $247,078,282 | 3.06% |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
2,745,472 | $208,408,779 | 2.58% |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
1,116,102 | $177,884,336 | 2.20% |
| ONDS |
Ondas Inc.
Technology
|
17,357,213 | $169,406,398 | 2.10% |
| SMTC |
Semtech Corp
Technology
|
2,236,224 | $164,787,346 | 2.04% |
| XPO |
XPO, Inc.
Industrials
|
1,148,950 | $156,153,794 | 1.94% |
| QXO |
QXO, Inc.
Industrials
|
8,052,900 | $155,340,441 | 1.92% |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
613,302 | $151,203,475 | 1.87% |
| ACIW |
Aci Worldwide, Inc.
Technology
|
3,036,491 | $145,174,634 | 1.80% |
Portfolio Trend
Holdings in DAVE
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $247,078,282 | 1,115,931 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,459,274 | 1,080,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $286,809,237 | 1,068,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,142,610 | 1,126,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $92,896,271 | 1,068,756 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,545,447 | 188,825 | Shares | Sole | 2024-11-14 | |
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