13F Insight
DOSSIER · 13F-HR · Q1 2026

Hood River Capital Management LLC

Hood River's pension fund based in Stamford, CT — $10.0B in tracked AUM across 170 positions as of Q1 2026.

HR
Hood River·Stamford, CT·Pension Fund
CIK 0001578177 · last filed Mar 31, 2026
Total AUM
$10.0B
▲ 16.7%
vs prior
Holdings
170
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Financials
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Hood River Capital Management LLC reported $10.0B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in APLD, MTZ, FIX. Notable moves this quarter: FIX INCREASED (+$114.4M); BE INCREASED (+$78.4M). 11 new positions initiated, 11 closed out, reflecting 61 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
APLD
APPLIED DIGITAL CORP
$548M23.1M5.5%
02
MTZ
MASTEC INC
$417M1.3M4.2%
03
FIX
COMFORT SYSTEMS USA INC
$344M249K3.4%
04
DOCN
DIGITALOCEAN HOLDINGS INC
$299M3.5M3.0%
05
XPO
XPO INC
$226M1.2M2.3%
06
BE
BLOOM ENERGY CORP- A
$214M1.6M2.1%
07
FCFS
FIRSTCASH HOLDINGS INC
$213M1.1M2.1%
08
DAVE
DAVE INC
$199M1.1M2.0%
09
LITE
LUMENTUM HOLDINGS INC
$194M276K1.9%
10
KTOS
KRATOS DEFENSE & SECURITY
$191M2.7M1.9%

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