HR
Hood River Capital Management LLC
Hood River Capital Management LLC · Investor
1Y performance ⓘ
+44%
AUM (13F)
$9.9B
# of Holdings
163
3Y performance ⓘ
+120%
vs S&P 500 ⓘ
+41%
Updated
Mar 31
Hood River Capital Management LLC's Hood River Capital Management LLC holds 163 U.S.-equity positions worth $9.9B (SEC 13F, Q1 2026). Top positions: Applied Digital Corporation Common Stock 5.5%, MasTec, Inc. 4.2%, Comfort Systems USA, Inc. 3.5%. 13F-replication return is +120% over 3 years (+41 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| APLD Applied Digital Corporation Common Stock | 5.5% | 23.1M | $548M | ▲ 4.7% (+1.0M) | $7.54 | $24.29 (+222%) | 2026-03-31 |
| MTZ MasTec, Inc. | 4.2% | 1.3M | $417M | ▼ 13% (−188K) | $105.68 | $212.09 (+101%) | 2026-03-31 |
| FIX Comfort Systems USA, Inc. | 3.5% | 249K | $344M | ▲ 1.4% (+4K) | $209.95 | $1,645.31 (+684%) | 2026-03-31 |
| DOCN DigitalOcean Holdings, Inc. | 3.0% | 3.5M | $299M | ▲ 206% (+2.3M) | $70.06 | $133.29 (+90%) | 2026-03-31 |
| XPO XPO, Inc. | 2.3% | 1.2M | $226M | ▲ 0.9% (+11K) | $96.62 | $175.18 (+81%) | 2026-03-31 |
| BE Bloom Energy Corporation | 2.1% | 1.6M | $214M | ▲ 1.3% (+21K) | $87.52 | $279.73 (+220%) | 2026-03-31 |
| FCFS FirstCash Holdings, Inc. Common Stock | 2.1% | 1.1M | $213M | ▲ 1.6% (+18K) | $133.09 | $208.96 (+57%) | 2026-03-31 |
| DAVE Dave Inc. Class A Common Stock | 2.0% | 1.1M | $199M | ▲ 2.7% (+30K) | $86.98 | $325.25 (+274%) | 2026-03-31 |
| LITE Lumentum Holdings Inc. Common Stock | 1.9% | 276K | $194M | ▼ 9.1% (−28K) | $80.92 | $983.62 (+1116%) | 2026-03-31 |
| KTOS Kratos Defense & Security Solutions, Inc. | 1.9% | 2.7M | $191M | ▼ 1.1% (−31K) | $23.15 | $42.60 (+84%) | 2026-03-31 |
| SMTC Semtech Corp | 1.8% | 2.3M | $176M | ▲ 2.3% (+51K) | $46.91 | $179.95 (+284%) | 2026-03-31 |
| BW Babcock & Wilcox Enterprises, Inc. | 1.7% | 11.6M | $170M | ▲ 9.0% (+955K) | $7.03 | $5.71 (−19%) | 2026-03-31 |
| KRYS Krystal Biotech, Inc. Common Stock | 1.6% | 620K | $160M | ▲ 1.0% (+6K) | $109.59 | $331.29 (+202%) | 2026-03-31 |
| QXO QXO, Inc. | 1.6% | 8.1M | $158M | ▲ 1.0% (+83K) | $19.37 | $11.52 (−41%) | 2026-03-31 |
| KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock | 1.5% | 2.7M | $154M | ▲ 69% (+1.1M) | $54.44 | $63.46 (+17%) | 2026-03-31 |
| MDGL Madrigal Pharmaceuticals, Inc. Common Stock | 1.3% | 250K | $131M | ▲ 0.8% (+2K) | $325.91 | $505.58 (+55%) | 2026-03-31 |
| GH Guardant Health, Inc. Common Stock | 1.2% | 1.3M | $121M | ▲ 34% (+332K) | $85.95 | $177.00 (+106%) | 2026-03-31 |
| CUBI CUSTOMERS BANCORP INC | 1.2% | 1.7M | $120M | — | $51.63 | $72.20 (+40%) | 2026-03-31 |
| LSCC Lattice Semiconductor Corp | 1.2% | 1.3M | $120M | ▲ 40% (+371K) | $68.74 | $127.74 (+86%) | 2026-03-31 |
| PRAX Praxis Precision Medicines, Inc. Common Stock | 1.2% | 359K | $116M | ▲ 24% (+69K) | $300.03 | $288.87 (−4%) | 2026-03-31 |
| PTCT PTC Therapeutics, Inc. | 1.1% | 1.7M | $113M | ▲ 66% (+661K) | $59.44 | $65.13 (+10%) | 2026-03-31 |
| INSM Insmed, Inc. | 1.1% | 689K | $113M | ▲ 8.0% (+51K) | $54.23 | $115.23 (+113%) | 2026-03-31 |
| AAOI Applied Optoelectronics, Inc. | 1.1% | 1.3M | $108M | — | $13.03 | $99.28 (+662%) | 2026-03-31 |
| ALHC Alignment Healthcare, Inc. Common Stock | 1.1% | 6.1M | $107M | ▼ 1.9% (−119K) | $9.87 | $8.08 (−18%) | 2026-03-31 |
| GVA Granite Construction Inc. | 1.1% | 889K | $107M | ▲ 6.3% (+53K) | $85.85 | $115.43 (+34%) | 2026-03-31 |
| KRMN Karman Holdings Inc. | 1.0% | 1.3M | $103M | — | $61.04 | $32.46 (−47%) | 2026-03-31 |
| SRRK Scholar Rock Holding Corporation Common Stock | 1.0% | 2.0M | $101M | ▲ 1.1% (+23K) | $13.45 | $48.52 (+261%) | 2026-03-31 |
| ENSG The Ensign Group, Inc. | 1.0% | 490K | $99M | — | $145.55 | $173.38 (+19%) | 2026-03-31 |
| OSIS OSI Systems Inc | 1.0% | 372K | $99M | ▼ 1.9% (−7K) | $135.65 | $194.56 (+43%) | 2026-03-31 |
| U Unity Software Inc. | 1.0% | 4.5M | $99M | ▲ 61% (+1.7M) | $31.60 | $41.27 (+31%) | 2026-03-31 |
| ACIW ACI Worldwide, Inc. | 1.0% | 2.4M | $98M | ▼ 21% (−645K) | $39.11 | $49.45 (+26%) | 2026-03-31 |
| HCI HCI Group, Inc. | 1.0% | 624K | $96M | ▼ 17% (−124K) | $72.78 | $175.02 (+140%) | 2026-03-31 |
| CAVA CAVA Group, Inc. | 1.0% | 1.2M | $95M | NEW (+1.2M) | $65.76 | $53.91 (−18%) | 2026-03-31 |
| APG APi Group Corporation | 0.9% | 2.3M | $95M | ▲ 1.3% (+31K) | $28.77 | $39.20 (+36%) | 2026-03-31 |
| DNN Denison Mines Corp | 0.9% | 26.8M | $95M | ▼ 0.7% (−184K) | $1.29 | $2.58 (+100%) | 2026-03-31 |
| BBIO BridgeBio Pharma, Inc. Common Stock | 0.9% | 1.3M | $94M | ▲ 0.8% (+10K) | $52.34 | $66.29 (+27%) | 2026-03-31 |
| ONDS Ondas Inc. Common Stock | 0.9% | 10.3M | $93M | ▼ 41% (−7.1M) | $5.35 | $7.29 (+36%) | 2026-03-31 |
| ATRC AtriCure, Inc. | 0.9% | 3.1M | $89M | ▲ 0.7% (+21K) | $31.16 | $56.00 (+80%) | 2026-03-31 |
| PTGX Protagonist Therapeutics, Inc | 0.9% | 829K | $87M | NEW (+829K) | $105.40 | $140.09 (+33%) | 2026-03-31 |
| HUT Hut 8 Corp. Common Stock | 0.9% | 1.8M | $86M | ▲ 77% (+802K) | $40.07 | $85.39 (+113%) | 2026-03-31 |
| ESE ESCO Technologies, Inc. | 0.9% | 304K | $86M | ▲ 1.3% (+4K) | $173.24 | $262.54 (+52%) | 2026-03-31 |
| OLLI Ollie's Bargain Outlet Holdings, Inc. Common Stock | 0.8% | 874K | $80M | ▼ 3.3% (−30K) | $116.55 | $85.68 (−26%) | 2026-03-31 |
| RSI Rush Street Interactive, Inc. | 0.8% | 3.7M | $79M | ▲ 3.4% (+120K) | $18.55 | $20.18 (+9%) | 2026-03-31 |
| USAR USA Rare Earth, Inc. Class A Common Stock | 0.8% | 4.2M | $79M | NEW (+4.2M) | $15.13 | $13.80 (−9%) | 2026-03-31 |
| RDNT RadNet, Inc. Common Stock | 0.8% | 1.4M | $79M | ▲ 1.1% (+16K) | $41.33 | $68.93 (+67%) | 2026-03-31 |
| SIG Signet Jewelers Limited | 0.7% | 849K | $72M | — | $80.55 | $101.77 (+26%) | 2026-03-31 |
| LTH Life Time Group Holdings, Inc. | 0.7% | 2.6M | $71M | ▼ 40% (−1.8M) | $22.75 | $39.80 (+75%) | 2026-03-31 |
| SITM SiTime Corporation Common Stock | 0.7% | 203K | $70M | ▼ 24% (−65K) | $155.35 | $663.29 (+327%) | 2026-03-31 |
| TMDX TransMedics Group, Inc. Common Stock | 0.7% | 700K | $70M | ▲ 1.4% (+9K) | $105.33 | $83.42 (−21%) | 2026-03-31 |
| WSBC WesBanco Inc | 0.7% | 2.0M | $69M | ▲ 125% (+1.1M) | $33.24 | $36.88 (+11%) | 2026-03-31 |
Showing top 50 of 163 holdings by value.
FAQ ▾
What are Hood River Capital Management LLC's largest holdings?
As of the latest 13F: Applied Digital Corporation Common Stock 5.5%, MasTec, Inc. 4.2%, Comfort Systems USA, Inc. 3.5%, DigitalOcean Holdings, Inc. 3.0%, XPO, Inc. 2.3%.
How big is Hood River Capital Management LLC's 13F portfolio?
$9.9B across 163 disclosed U.S.-equity positions.
What is Hood River Capital Management LLC's 3-year performance?
+120% (13F-replication, price return), +41 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.