Q2 2026 13F · SEC CIK 1578177

Hood River Capital Management LLC

Mutual fund managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $13.8B
Reported positions: 166
Top holdings a year, 3 yrs: +40.7%
Assets under management: $9.5B

Hood River Capital Management LLC is a mutual fund manager that reported 166 positions worth $13.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Applied Digital Corp (APLD, 6.1%), Digitalocean Hldgs Inc (DOCN, 4.8%), Mastec Inc (MTZ, 3.5%). A portfolio copying its top holdings returned 40.7% a year over the last 3 years, against 20.4% for the S&P 500.

Hood River Capital Management LLC holdings largest 50 of 166 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hood River Capital Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
APLDApplied Digital Corp	6.1%	5.5%	22,518,887	-2.4%	$840.0M
DOCNDigitalocean Hldgs Inc	4.8%	3.0%	4,200,719	+20.5%	$659.6M
MTZMastec Inc	3.5%	4.2%	1,173,918	-9.4%	$488.4M
DAVEDave Inc	3.0%	2.0%	1,104,277	-3.6%	$411.4M
BEBloom Energy Corp	3.0%	2.1%	1,345,873	-14.6%	$407.4M
SMTCSemtech Corp	2.6%	1.8%	2,250,382	-1.6%	$364.2M
XPOXpo Inc	1.9%	2.3%	1,297,453	+11.9%	$266.4M
FCFSFirstcash Holdings Inc	1.9%	2.1%	1,221,912	+7.8%	$264.3M
KRYSKrystal Biotech Inc	1.8%	1.6%	663,375	+7.1%	$246.6M
KNXKnight-Swift Transn Hldgs in	1.7%	1.5%	3,058,241	+14.2%	$238.1M
LITELumentum Hldgs Inc Com	1.6%	1.9%	262,757	-4.7%	$225.5M
LSCCLattice Semiconductor Corp	1.6%	1.2%	1,469,538	+13.6%	$224.8M
LIVNLivanova PLC	1.5%	—	2,565,477	—	$211.0M
GHGuardant Health Inc	1.5%	1.2%	1,395,307	+6.5%	$209.3M
AAOIApplied Optoelectronics Inc	1.5%	1.1%	1,392,510	+9.2%	$206.3M
BWBabcock & Wilcox Enterprises	1.4%	1.7%	13,689,679	+18.0%	$193.0M
XMTRXometry Inc	1.4%	—	1,988,360	—	$191.9M
HUTHut 8 Corp	1.4%	0.9%	1,651,895	-10.4%	$190.7M
RXORxo Inc	1.3%	—	6,478,546	—	$178.7M
KTOSKratos Defense & Sec Solutio	1.1%	1.9%	3,137,727	+15.6%	$156.4M
CUBICustomers Bancorp Inc	1.1%	1.2%	1,941,996	+12.2%	$153.6M
CLHClean Harbors Inc	1.1%	—	498,747	—	$149.0M
BBRYFBlackberry Ltd	1.1%	—	11,672,761	—	$147.7M
ALHCAlignment Healthcare Inc	1.1%	1.1%	6,184,526	+2.1%	$147.3M
BANDBandwidth Inc	1.1%	—	2,295,924	—	$145.3M
PRAXPraxis Precision Medicines I	1.0%	1.2%	425,167	+18.6%	$142.3M
PTCTPtc Therapeutics Inc	1.0%	1.1%	1,738,613	+4.4%	$141.8M
GVAGranite Construction Inc Com	1.0%	1.1%	871,255	-2.1%	$137.7M
UUnity Software Inc	1.0%	1.0%	4,736,216	+5.4%	$135.4M
RSIRush Street Interactive Inc	1.0%	0.8%	4,454,433	+22.0%	$132.5M
SRRKScholar Rock Hldg Corp	0.9%	1.0%	2,224,788	+8.5%	$122.4M
ACIWAci Worldwide Inc	0.8%	1.0%	2,329,869	-2.6%	$117.2M
ESEEsco Technologies Inc	0.8%	0.9%	330,297	+8.6%	$115.6M
INSMInsmed Inc	0.8%	1.1%	1,056,871	+53.5%	$112.7M
RCATRed Cat Holdings, Inc.	0.8%	—	10,578,223	—	$112.7M
BFLYButterfly Network Inc	0.8%	—	13,190,130	—	$111.1M
CAVACava Group Inc	0.8%	1.0%	1,406,249	+19.2%	$110.4M
PTGXProtagonist Therapeutics Inc	0.8%	0.9%	882,738	+6.4%	$108.2M
APGApi Group Corp	0.8%	1.0%	2,538,774	+8.2%	$107.5M
DKNGDraftkings Inc Cl A	0.8%	—	4,245,469	—	$107.2M
LTHLife Time Group Holdings Inc	0.8%	0.7%	2,549,719	-2.8%	$104.1M
BBIOBridgebio Pharma Inc	0.7%	0.9%	1,347,535	+6.5%	$100.4M
SITMSitime Corp	0.7%	0.7%	133,699	-34.1%	$99.7M
AXSMAxsome Therapeutics Inc.	0.7%	—	402,678	—	$98.6M
ONDSOndas Inc	0.7%	0.9%	11,688,295	+13.9%	$96.3M
KRMNKarman Hldgs Inc	0.7%	1.0%	1,915,993	+48.7%	$95.6M
TTMITTM Technologies, Inc.	0.7%	—	501,716	—	$93.8M
AVAVAerovironment Inc	0.7%	—	564,254	—	$93.1M
WSBCWesbanco Incorporated	0.7%	0.7%	2,367,331	+17.5%	$92.4M
ARWRArrowhead Pharmaceuticals in	0.7%	—	1,120,747	—	$91.4M

What Hood River Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +70.6% /yr; S&P 500 +20.1%
3 years: +40.7% /yr; S&P 500 +20.4%
5 years: +19.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$13.8B	166
Q1 2026	$10.0B	167
Q4 2025	$9.1B	175
Q3 2025	$8.5B	153
Q2 2025	$7.2B	148
Q1 2025	$5.9B	144
Q4 2024	$6.8B	159
Q3 2024	$6.2B	142
Q2 2024	$4.8B	144
Q1 2024	$4.5B	128
Q4 2023	$3.6B	122
Q3 2023	$3.1B	124

Questions about Hood River Capital Management LLC's portfolio

What stocks does Hood River Capital Management LLC own?

Hood River Capital Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 166 positions worth $13.8B. The largest are Applied Digital Corp (APLD) at 6.1%, Digitalocean Hldgs Inc (DOCN) at 4.8%, Mastec Inc (MTZ) at 3.5%, Dave Inc (DAVE) at 3.0% and Bloom Energy Corp (BE) at 3.0%.

What did Hood River Capital Management LLC buy last quarter?

In Q2 2026, Hood River Capital Management LLC added Insmed Inc (INSM) (+53.5% shares), Karman Hldgs Inc (KRMN) (+48.7% shares) and Rush Street Interactive Inc (RSI) (+22.0% shares), compared with its Q1 2026 filing.

What did Hood River Capital Management LLC sell last quarter?

In Q2 2026, Hood River Capital Management LLC cut from its top 50 Comfort Sys USA Inc (FIX), cut from its top 50 Qxo Inc (QXO), cut from its top 50 Madrigal Pharmaceuticals Inc (MDGL), cut from its top 50 Ensign Group Inc (ENSG), cut from its top 50 OSI Systems Inc (OSIS), Sitime Corp (SITM) (-34.1% shares), Bloom Energy Corp (BE) (-14.6% shares) and Hut 8 Corp (HUT) (-10.4% shares), compared with its Q1 2026 filing.

How has Hood River Capital Management LLC's portfolio performed?

A portfolio copying Hood River Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +40.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +70.6% against +20.1%. Over 5 years: +19.2% a year against +11.6%.

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

13F filings are due 45 days after each quarter ends. Hood River Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hood River Capital Management LLC manage?

Hood River Capital Management LLC reported $9.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $13.8B.