§ 13F · FUND PROFILE
Hood River Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 170Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$838M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | 23.08M | $548M | 5.5% | +5% |
| 2 | MTZ | MASTEC INC | 1.30M | $417M | 4.2% | −13% |
| 3 | FIX | COMFORT SYSTEMS USA INC | 249K | $344M | 3.4% | +1% |
| 4 | DOCN | DIGITALOCEAN HOLDINGS INC | 3.49M | $299M | 3.0% | +206% |
| 5 | XPO | XPO INC | 1.16M | $226M | 2.3% | +1% |
| 6 | BE | BLOOM ENERGY CORP- A | 1.58M | $214M | 2.1% | +1% |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | 1.13M | $213M | 2.1% | +2% |
| 8 | DAVE | DAVE INC | 1.15M | $199M | 2.0% | +3% |
| 9 | LITE | LUMENTUM HOLDINGS INC | 276K | $194M | 1.9% | −9% |
| 10 | KTOS | KRATOS DEFENSE & SECURITY | 2.71M | $191M | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOOD SIGNAL
AC read
Hood River Capital Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed