§ 13F · FUND PROFILE
Hood River Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 175Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9121.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | 22.04M | $540.4T | 5.9% | NEW |
| 2 | MTZ | MASTEC INC | 1.48M | $322.5T | 3.5% | NEW |
| 3 | DAVE | DAVE INC | 1.12M | $247.1T | 2.7% | NEW |
| 4 | FIX | COMFORT SYSTEMS USA INC | 246K | $229.5T | 2.5% | NEW |
| 5 | KTOS | KRATOS DEFENSE & SECURITY | 2.75M | $208.4T | 2.3% | NEW |
| 6 | FCFS | FIRSTCASH HOLDINGS INC | 1.12M | $177.9T | 2.0% | NEW |
| 7 | ONDS | ONDAS INC | 17.36M | $169.4T | 1.9% | NEW |
| 8 | SMTC | SEMTECH CORP | 2.24M | $164.8T | 1.8% | NEW |
| 9 | XPO | XPO INC | 1.15M | $156.2T | 1.7% | NEW |
| 10 | QXO | QXO INC | 8.05M | $155.3T | 1.7% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed