How We Invest

13F FILER

Hood River Capital Management

Hood River Capital Management LLC

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

166

Positions

$13.8B

Reported Value

30.4%

In Top 10

—

Claims Indexed

Largest reported positions

HOOD RIVER CAPITAL MANAGEMENT LLC • CIK 0001578177 • 2026-06-30 • FILED 2026-08-14

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 14, 2026, Hood River Capital Management reported 166 positions worth $13.8B in US-listed stock. The largest stock position is Applied Digital Corp at 6.1% of the reported book, and the ten largest lines of any type make up 30.4% of it.

It opened 35 new positions, the largest stock position being Bandwidth Inc-Class A ($145.3M), and exited 36, the largest stock exits being Comfort Systems Usa Inc ($343.9M last quarter), Hci Group Inc ($96.4M last quarter) and Rambus Inc ($62.6M last quarter).

Among positions it already held, the biggest increases by share count were Draftkings Inc - Cl A (+835%), Livanova Plc (+303%) and Clean Harbors Inc (+301%), and the biggest cuts were Bloom Energy Corp- A (−15%), Hut 8 Corp (−10%) and Mastec Inc (−9%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
APPLIED DIGITAL CORP$840.0M6.1%-2%
DIGITALOCEAN HOLDINGS INC$659.6M4.8%+21%
MASTEC INC$488.4M3.5%-9%
DAVE INC$411.4M3.0%-4%
BLOOM ENERGY CORP- A$407.4M3.0%-15%
SEMTECH CORP$364.2M2.6%-2%
XPO INC$266.4M1.9%+12%
FIRSTCASH HOLDINGS INC$264.3M1.9%+8%
KRYSTAL BIOTECH INC$246.6M1.8%+7%
KNIGHT-SWIFT TRANSPORTATION$238.1M1.7%+14%
LUMENTUM HOLDINGS INC$225.5M1.6%-5%
LATTICE SEMICONDUCTOR CORP$224.8M1.6%+14%
LIVANOVA PLC$211.0M1.5%+303%
GUARDANT HEALTH INC$209.3M1.5%+7%
APPLIED OPTOELECTRONICS INC$206.3M1.5%+9%
BABCOCK & WILCOX ENTERPR$193.0M1.4%+18%
XOMETRY INC-A$191.9M1.4%+77%
HUT 8 CORP$190.7M1.4%-10%
RXO INC$178.7M1.3%+46%
KRATOS DEFENSE & SECURITY$156.4M1.1%+16%

20 of 166 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Bandwidth Inc-Class A$145.3M · 1.1%

EXITS

  • Comfort Systems Usa Inc$343.9M last quarter
  • Hci Group Inc$96.4M last quarter
  • Rambus Inc$62.6M last quarter
  • Kura Sushi Usa Inc Class A$55.6M last quarter
  • Nuvalent Inc-A$49.2M last quarter

QUESTIONS PEOPLE ASK

What are Hood River Capital Management's largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Applied Digital Corp (6.1%), Digitalocean Holdings Inc (4.8%) and Mastec Inc (3.5%), together 14.4% of the reported book.

How big is Hood River Capital Management's 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 14, 2026, reports 166 positions worth $13.8B. The ten largest make up 30.4% of it.

What did Hood River Capital Management buy and sell in Q2 2026?

OPEN
It opened 35 new positions, the largest stock position being Bandwidth Inc-Class A ($145.3M), and exited 36, the largest stock exits being Comfort Systems Usa Inc ($343.9M last quarter), Hci Group Inc ($96.4M last quarter) and Rambus Inc ($62.6M last quarter). Among positions it already held, the biggest increases by share count were Draftkings Inc - Cl A (+835%), Livanova Plc (+303%) and Clean Harbors Inc (+301%), and the biggest cuts were Bloom Energy Corp- A (−15%), Hut 8 Corp (−10%) and Mastec Inc (−9%).

When is Hood River Capital Management's next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day.

Filers with overlapping books