Institutions / Hood River Capital Management LLC
Hood River Capital Management LLC
CIK 1578177 · Institution · as of Dec 31, 2025
Portfolio value
$9.12B
Positions
175
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 175 →
| Company | Value | % of portfolio |
|---|---|---|
| Applied Digital Corp | $540.36M | 5.9% |
| Mastec Inc | $322.50M | 3.5% |
| Dave Inc./DE | $247.08M | 2.7% |
| Comfort Systems USA Inc | $229.46M | 2.5% |
| Kratos Defense & Security Solutions Inc | $208.41M | 2.3% |
| FirstCash Holdings, Inc. | $177.88M | 2.0% |
| Ondas Inc. | $169.41M | 1.9% |
| Semtech Corp | $164.79M | 1.8% |
| XPO Inc | $156.15M | 1.7% |
| QXO, Inc. | $155.34M | 1.7% |
| Krystal Biotech, Inc. | $151.20M | 1.7% |
| Aci Worldwide, Inc. | $145.17M | 1.6% |
| Madrigal Pharmaceuticals, Inc. | $144.16M | 1.6% |
| HCI Group Inc. | $143.34M | 1.6% |
| Bloom Energy Corp | $135.18M | 1.5% |
| Customers Bancorp, Inc. | $126.18M | 1.4% |
| Unity Software Inc. | $123.32M | 1.4% |
| AtriCure Inc | $122.50M | 1.3% |
| Alignment Healthcare, Inc. | $121.93M | 1.3% |
| Life Time Group Holdings, Inc. | $116.78M | 1.3% |
| Lumentum Hldgs Inc | $111.73M | 1.2% |
| Insmed Inc | $110.96M | 1.2% |
| Celsius Holdings, Inc. | $110.36M | 1.2% |
| Ciena Corp | $106.13M | 1.2% |
| Clearwater Analytics Holdings, Inc. | $103.83M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.