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 SEM
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $18,813,271 | 1,266,887 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,537,960 | 1,521,648 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,150,557 | 1,656,822 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,384,384 | 3,017,029 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,095,567 | 1,755,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,534,944 | 347,831 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,984,316 | 422,672 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $5,638,843 | 445,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,549,081 | 2,170,285 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,417,559 | 2,121,506 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,509,473 | 2,693,137 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,726,287 | 2,296,743 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $18,428,885 | 1,163,403 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,732,057 | 2,654,546 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $62,455,416 | 2,742,954 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $50,930,944 | 2,772,084 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,306,020 | 3,107,161 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $34,320,160 | 3,059,465 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,524,122 | 1,956,066 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,813,089 | 2,204,072 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||