Hood River Capital Management LLC reported 162 positions worth $13.70B for the quarter ended Jun 30, 2026, up 39.6% on the prior quarter. It opened 33 new positions, added to 91, trimmed 36 and exited 30. Its largest holding is Applied Digital Corp. at 6.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| LIVN LivaNova PLC | +1.93M +303.0% | $158.62M | 1.54% |
| BAND Bandwidth Inc. | +2.30M | $145.33M | 1.06% |
| DOCN DigitalOcean Holdings, Inc. | +713.6K +20.5% | $112.06M | 4.82% |
| CLH Clean Harbors Inc | +374.5K +301.3% | $111.87M | 1.09% |
| DKNG DraftKings Inc. | +3.79M +834.9% | $95.77M | 0.783% |
| AVAV AeroVironment Inc | +564.3K | $93.14M | 0.68% |
| CGNX Cognex Corp | +1.17M | $84.89M | 0.62% |
| XMTR Xometry, Inc. | +863.6K +76.8% | $83.36M | 1.4% |
| RCAT Red Cat Holdings, Inc. | +7.55M +248.8% | $80.36M | 0.822% |
| CELC Celcuity Inc. | +628.4K | $65.74M | 0.48% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| FIX Comfort Systems Usa Inc | -249.4K -100.0% | $343.90M | Exited |
| HCI HCI Group, Inc. | -623.8K -100.0% | $96.45M | Exited |
| BE Bloom Energy Corp | -230.4K -14.6% | $69.74M | 2.97% |
| RMBS Rambus Inc | -727.5K -100.0% | $62.59M | Exited |
| KRUS Kura Sushi Usa, Inc. | -796.4K -100.0% | $55.58M | Exited |
| QXO QXO, Inc. | -3.20M -39.3% | $55.25M | 0.623% |
| SITM SITIME Corp | -69.1K -34.1% | $51.48M | 0.728% |
| MTZ Mastec Inc | -121.5K -9.4% | $50.54M | 3.57% |
| CELH Celsius Holdings, Inc. | -1.37M -100.0% | $48.63M | Exited |
| MDGL Madrigal Pharmaceuticals, Inc. | -80.4K -32.2% | $43.19M | 0.663% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BAND Bandwidth Inc. | +2.30M | $145.33M | 1.06% |
| AVAV AeroVironment Inc | +564.3K | $93.14M | 0.68% |
| CGNX Cognex Corp | +1.17M | $84.89M | 0.62% |
| CELC Celcuity Inc. | +628.4K | $65.74M | 0.48% |
| NUAI New ERA Energy & Digital, Inc. | +8.60M | $54.85M | 0.4% |
| AXGN Axogen, Inc. | +1.07M | $49.29M | 0.36% |
| XE X-Energy, Inc. | +2.34M | $42.88M | 0.313% |
| WULF Terawulf Inc. | +1.71M | $42.25M | 0.308% |
| CYTK Cytokinetics Inc | +469.3K | $39.98M | 0.292% |
| BOOT Boot Barn Holdings, Inc. | +238.3K | $39.15M | 0.286% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FIX Comfort Systems Usa Inc | -249.4K | $343.90M | 3.5% |
| HCI HCI Group, Inc. | -623.8K | $96.45M | 0.983% |
| RMBS Rambus Inc | -727.5K | $62.59M | 0.638% |
| KRUS Kura Sushi Usa, Inc. | -796.4K | $55.58M | 0.566% |
| CELH Celsius Holdings, Inc. | -1.37M | $48.63M | 0.496% |
| PEGA Pegasystems Inc | -975.6K | $41.52M | 0.423% |
| MOD Modine Manufacturing Co | -185.8K | $40.27M | 0.41% |
| AXTI Axt Inc | -526.7K | $30.01M | 0.306% |
| OKLO Oklo Inc. | -589.3K | $29.22M | 0.298% |
| SYM Symbotic Inc. | -524.4K | $27.90M | 0.284% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | APLD Applied Digital Corp. | Technology | 22.52M | $839.95M | 6.13% | -556.7K | -2.4% | Reduced | 7.82% |
| 2 | DOCN DigitalOcean Holdings, Inc. | Technology | 4.20M | $659.64M | 4.82% | +713.6K | +20.5% | Added | 4% |
| 3 | MTZ Mastec Inc | Industrials | 1.17M | $488.42M | 3.57% | -121.5K | -9.4% | Reduced | 1.46% |
| 4 | DAVE Dave Inc. | Technology | 1.10M | $411.44M | 3% | -41.6K | -3.6% | Reduced | 8.66% |
| 5 | BE Bloom Energy Corp | Industrials | 1.35M | $407.40M | 2.97% | -230.4K | -14.6% | Reduced | 0.47% |
| 6 | SMTC Semtech Corp | Technology | 2.25M | $364.22M | 2.66% | -37.1K | -1.6% | Reduced | 2.42% |
| 7 | XPO XPO, Inc. | Industrials | 1.30M | $266.35M | 1.94% | +137.6K | +11.9% | Added | 1.11% |
| 8 | FCFS FirstCash Holdings, Inc. | Financial Services | 1.22M | $264.32M | 1.93% | +88.0K | +7.8% | Added | 2.79% |
| 9 | KRYS Krystal Biotech, Inc. | Healthcare | 663.4K | $246.56M | 1.8% | +43.8K | +7.1% | Added | 2.24% |
| 10 | KNX Knight-Swift Transportation Holdings Inc. | Industrials | 3.06M | $238.15M | 1.74% | +381.3K | +14.2% | Added | 1.88% |
| 11 | LITE Lumentum Holdings Inc. | Technology | 262.8K | $225.46M | 1.65% | -12.9K | -4.7% | Reduced | 0.3% |
| 12 | LSCC Lattice Semiconductor Corp | Technology | 1.47M | $224.78M | 1.64% | +176.4K | +13.6% | Added | 1.07% |
| 13 | LIVN LivaNova PLC | Healthcare | 2.57M | $210.96M | 1.54% | +1.93M | +303.0% | Added | 4.66% |
| 14 | GH Guardant Health, Inc. | Healthcare | 1.40M | $209.34M | 1.53% | +85.2K | +6.5% | Added | 1.04% |
| 15 | AAOI Applied Optoelectronics, Inc. | Technology | 1.39M | $206.31M | 1.51% | +117.0K | +9.2% | Added | 1.65% |
Tip. Select a row to see that position’s full history at Hood River Capital Management.
As of its Q2 2026 13F filing, Hood River Capital Management LLC’s five largest positions were Applied Digital Corp. (APLD) at 6.1%, DigitalOcean Holdings, Inc. (DOCN) at 4.8%, Mastec Inc (MTZ) at 3.6%, Dave Inc. (DAVE) at 3.0%, Bloom Energy Corp (BE) at 3.0% of the reported portfolio.
Hood River Capital Management LLC reported a 13F portfolio worth $13.70B across 162 positions for Q2 2026. That is up 39.6% from the previous quarter.
Its largest purchases by value were LivaNova PLC ($158.62M), Bandwidth Inc. ($145.33M), DigitalOcean Holdings, Inc. ($112.06M). It opened 33 new positions.
Its largest sales by value were Comfort Systems Usa Inc ($343.90M), HCI Group, Inc. ($96.45M), Bloom Energy Corp ($69.74M). It exited 30 positions entirely.
From the Form 13F-HR reports Hood River Capital Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.