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 GFL
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,480,158 | 682,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,140,610 | 585,346 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,663,760 | 583,870 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,535,130 | 565,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,786,653 | 513,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,217,017 | 453,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,337,200 | 409,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,432,256 | 319,349 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,016,712 | 319,325 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,201,239 | 179,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,483,876 | 141,180 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,459,974 | 140,721 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,625,395 | 134,303 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,316,126 | 79,238 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,119,580 | 83,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,162,323 | 83,811 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,684,061 | 82,485 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,021,111 | 79,818 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,950,898 | 79,432 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,262,978 | 39,567 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $950,954 | 27,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $821,942 | 28,168 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||