13F Insight
DOSSIER · 13F-HR · Q2 2026

Hood River Capital Management LLC

$13.8B in tracked AUM across 166 positions as of Q2 2026.

HR
CIK 0001578177 · last filed Jun 30, 2026
Total AUM
$13.8B
as of Q2 2026
Holdings
166
−1 QoQ
positions
Whale Score
62
62
tracked
Activity
200
+35 new, −36 sold
changes this Q
AI Analysis · Q2 2026

Hood River Capital Management LLC filed its latest 13F-HR for Q2 2026. 200 position changes this quarter — 35 new, 36 exited, 92 added, 37 trimmed.

Quarter at a glance — Q2 2026

200 material changes this filing.

ADD
DOCNDIGITALOCEAN HOLDINGS INC
+714K sh
+$361M
4.8%
EXIT
FIXCOMFORT SYSTEMS USA INC
-249K sh
$-344M
—
TRIM
APLDAPPLIED DIGITAL CORP
-557K sh
+$292M
6.1%
TRIM
DAVEDAVE INC
-42K sh
+$212M
3.0%
TRIM
BEBLOOM ENERGY CORP- A
-230K sh
+$194M
3.0%
TRIM
SMTCSEMTECH CORP
-37K sh
+$188M
2.6%
ADD
G5509L101LIVANOVA PLC
+1.9M sh
+$171M
1.5%

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
APLD
APPLIED DIGITAL CORP
$840M22.5M6.1%02
DOCN
DIGITALOCEAN HOLDINGS INC
$660M4.2M4.8%03
MTZ
MASTEC INC
$488M1.2M3.5%04
DAVE
DAVE INC
$411M1.1M3.0%05
BE
BLOOM ENERGY CORP- A
$407M1.3M3.0%06
SMTC
SEMTECH CORP
$364M2.3M2.6%07
XPO
XPO INC
$266M1.3M1.9%08
FCFS
FIRSTCASH HOLDINGS INC
$264M1.2M1.9%09
KRYS
KRYSTAL BIOTECH INC
$247M663K1.8%10
KNX
KNIGHT-SWIFT TRANSPORTATION
$238M3.1M1.7%

Filing history

2026Q2Jun 30
$13.8B▲ 38.2%
166 positionsView →2026Q1Mar 31
$10.0B▲ 9.4%
170 positionsView →2025Q4Dec 31
$9.1B▲ 7.7%
175 positionsView →2025Q3Sep 30
$8.5B▲ 18.3%
156 positionsLocked2025Q2Jun 30
$7.2B▲ 22.2%
148 positionsLocked2025Q1Mar 31
$5.9B▼ 13.5%
144 positionsLocked2024Q4Dec 31
$6.8B▲ 9.4%
159 positionsLocked2024Q3Sep 30
$6.2B▲ 28.3%
142 positionsLocked2024Q2Jun 30
$4.8B▲ 7.7%
144 positionsLocked2024Q1Mar 31
$4.5B▲ 23.3%
128 positionsLocked2023Q4Dec 31
$3.6B▲ 16.8%
122 positionsLocked2023Q3Sep 30
$3.1B▼ 7.3%
124 positionsLocked
Showing 12 of 51