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

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

APPLIED DIGITAL CORP

$840M22.5M6.1%02

DIGITALOCEAN HOLDINGS INC

$660M4.2M4.8%03

$488M1.2M3.5%04

$411M1.1M3.0%05

BLOOM ENERGY CORP- A

$407M1.3M3.0%06

$364M2.3M2.6%07

$266M1.3M1.9%08

FIRSTCASH HOLDINGS INC

$264M1.2M1.9%09

KRYSTAL BIOTECH INC

$247M663K1.8%10

KNIGHT-SWIFT TRANSPORTATION

Filing history

$13.8B▲ 38.2%

166 positionsView →2026Q1Mar 31

170 positionsView →2025Q4Dec 31

175 positionsView →2025Q3Sep 30

156 positionsView →2025Q2Jun 30

148 positionsLocked 2025Q1Mar 31

144 positionsLocked 2024Q4Dec 31

159 positionsLocked 2024Q3Sep 30

142 positionsLocked 2024Q2Jun 30

144 positionsLocked 2024Q1Mar 31

128 positionsLocked 2023Q4Dec 31

122 positionsLocked 2023Q3Sep 30

124 positionsLocked

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