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 XPO
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,644,926 | 1,159,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,153,794 | 1,148,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $145,811,259 | 1,127,959 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,378,746 | 1,008,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $85,503,293 | 794,788 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $104,728,914 | 798,543 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,795,063 | 770,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $62,012,830 | 584,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,720,382 | 768,011 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,927,721 | 718,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,954,789 | 642,309 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,273,249 | 411,411 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $4,615,982 | 161,310 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,028,348 | 301,191 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,312,262 | 419,767 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,090,328 | 424,881 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,223,948 | 438,679 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,604,230 | 272,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,757,225 | 212,421 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||