§ 13F · FUND PROFILE
Hood River Capital Management LLC.
AUM · $13.8B (13F)Positions · 166Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$994M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | 22.52M | $840M | 6.1% | −2% |
| 2 | DOCN | DIGITALOCEAN HOLDINGS INC | 4.20M | $660M | 4.8% | +20% |
| 3 | MTZ | MASTEC INC | 1.17M | $488M | 3.5% | −9% |
| 4 | DAVE | DAVE INC | 1.10M | $411M | 3.0% | −4% |
| 5 | BE | BLOOM ENERGY CORP- A | 1.35M | $407M | 3.0% | −15% |
| 6 | SMTC | SEMTECH CORP | 2.25M | $364M | 2.6% | −2% |
| 7 | XPO | XPO INC | 1.30M | $266M | 1.9% | +12% |
| 8 | FCFS | FIRSTCASH HOLDINGS INC | 1.22M | $264M | 1.9% | +8% |
| 9 | KRYS | KRYSTAL BIOTECH INC | 663K | $247M | 1.8% | +7% |
| 10 | KNX | KNIGHT-SWIFT TRANSPORTATION | 3.06M | $238M | 1.7% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOOD SIGNAL
AC read
Hood River Capital Management LLC is a Other fund managing $13.8 billion in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →