Hood River Capital Management LLC
Top Portfolio Positions
165 positions ·
$9,912,909,772 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 | 5.53% | |
| MTZ |
Mastec Inc
Industrials
|
1,295,385 | $416,777,169 | 4.20% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
249,385 | $343,899,421 | 3.47% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
3,487,118 | $299,124,982 | 3.02% | |
| XPO |
XPO, Inc.
Industrials
|
1,159,830 | $225,644,926 | 2.28% | |
| BE |
Bloom Energy Corp
Industrials
|
1,576,258 | $213,567,196 | 2.15% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
1,133,915 | $213,176,020 | 2.15% | |
| DAVE |
Dave Inc./DE
Technology
|
1,145,901 | $199,489,905 | 2.01% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
275,623 | $193,696,819 | 1.95% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
2,714,571 | $191,404,401 | 1.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VSEC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,294,922 | 305,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,053,464 | 75,554 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||