Hood River Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$9.98B
Q ending 2026-03-31
Prior quarter
$9.12B
Q ending 2025-12-31
Change
+9.4% QoQ · +70.2% YoY
Positions
167
reported holdings
Largest positions
Top 100 of 167 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Applied Digital Corp | APLD | Shares | $547.8M | 23.1M |
| Mastec Inc | MTZ | Shares | $416.8M | 1.3M |
| Comfort Systems Usa Inc | FIX | Shares | $343.9M | 249K |
| Digitalocean Holdings Inc | DOCN | Shares | $299.1M | 3.5M |
| Xpo Inc | XPO | Shares | $225.6M | 1.2M |
| Bloom Energy Corp- A | BE | Shares | $213.6M | 1.6M |
| Firstcash Holdings Inc | FCFS | Shares | $213.2M | 1.1M |
| Dave Inc | DAVE | Shares | $199.5M | 1.1M |
| Lumentum Holdings Inc | LITE | Shares | $193.7M | 276K |
| Kratos Defense & Security | KTOS | Shares | $191.4M | 2.7M |
| Semtech Corp | SMTC | Shares | $175.9M | 2.3M |
| Babcock & Wilcox Enterpr | BW | Shares | $170.5M | 11.6M |
| Krystal Biotech Inc | KRYS | Shares | $160.1M | 620K |
| Qxo Inc | QXO | Shares | $158.0M | 8.1M |
| Knight-Swift Transportation | KNX | Shares | $154.1M | 2.7M |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $130.6M | 250K |
| Guardant Health Inc | GH | Shares | $121.0M | 1.3M |
| Customers Banco | CUBI | Shares | $120.2M | 1.7M |
| Lattice Semiconductor Corp | LSCC | Shares | $119.9M | 1.3M |
| Praxis Precision Medicines I | PRAX | Shares | $115.5M | 359K |
| Ptc Therapeutics Inc | PTCT | Shares | $113.4M | 1.7M |
| Insmed Inc | INSM | Shares | $112.6M | 689K |
| Applied Optoelectronics Inc | AAOI | Shares | $107.9M | 1.3M |
| Alignment Healthcare Inc | ALHC | Shares | $106.7M | 6.1M |
| Granite Construction Inc | GVA | Shares | $106.6M | 889K |
| Karman Holdings Inc | KRMN | Shares | $103.2M | 1.3M |
| Scholar Rock Holding Corp | SRRK | Shares | $100.8M | 2.0M |
| Ensign Group Inc/The | ENSG | Shares | $98.8M | 490K |
| Osi Systems Inc | OSIS | Shares | $98.8M | 372K |
| Unity Software Inc | U | Shares | $98.6M | 4.5M |
| Aci Worldwide Inc | ACIW | Shares | $98.1M | 2.4M |
| Hci Group Inc | HCI | Shares | $96.4M | 624K |
| Cava Group Inc | CAVA | Shares | $95.4M | 1.2M |
| Api Group Corp | APG | Shares | $95.1M | 2.3M |
| Denison Mines Corp | DNN | Shares | $94.7M | 26.8M |
| Bridgebio Pharma Inc | BBIO | Shares | $93.9M | 1.3M |
| Ondas Inc | ONDS | Shares | $92.8M | 10.3M |
| Atricure Inc | ATRC | Shares | $88.9M | 3.1M |
| Protagonist The | PTGX | Shares | $87.4M | 829K |
| Hut 8 Corp | HUT | Shares | $86.5M | 1.8M |
| Esco Technologies Inc | ESE | Shares | $85.6M | 304K |
| Ollies Bargain Outlet Hldg Inc | OLLI | Shares | $80.4M | 874K |
| Rush Street Interactive Inc | RSI | Shares | $79.4M | 3.7M |
| Usa Rare Earth Inc | USAR | Shares | $79.4M | 4.2M |
| Radnet Inc | RDNT | Shares | $78.9M | 1.4M |
| Signet Jewelers Ltd | Shares | $71.9M | 849K | |
| Life Time Group Holdings Inc | LTH | Shares | $70.7M | 2.6M |
| Sitime Corp | SITM | Shares | $70.0M | 203K |
| Transmedics Group Inc | TMDX | Shares | $69.6M | 700K |
| Wesbanco Inc | WSBC | Shares | $69.5M | 2.0M |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $66.2M | 1.1M |
| Rxo Inc | RXO | Shares | $65.1M | 4.5M |
| Axsome Therapeutics Inc | AXSM | Shares | $62.8M | 372K |
| Rambus Inc | RMBS | Shares | $62.6M | 727K |
| Kirby Corp | KEX | Shares | $61.7M | 464K |
| Five Below | FIVE | Shares | $61.4M | 269K |
| Almonty Industries Inc | ALM | Shares | $61.2M | 4.2M |
| Flowserve Corp | FLS | Shares | $60.0M | 816K |
| Universal Technical Institut | UTI | Shares | $57.3M | 1.6M |
| Fabrinet | Shares | $56.9M | 109K | |
| Vse Corp | VSEC | Shares | $56.3M | 305K |
| Kura Sushi Usa Inc Class A | KRUS | Shares | $55.6M | 796K |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $55.0M | 2.4M |
| Neurocrine Biosciences Inc | NBIX | Shares | $53.3M | 404K |
| Nlight Inc | LASR | Shares | $52.6M | 923K |
| Tg Therapeutics Inc | TGTX | Shares | $52.1M | 1.6M |
| Academy Sports & Outdoors In | ASO | Shares | $51.2M | 907K |
| Palomar Holdings Inc | PLMR | Shares | $50.9M | 426K |
| Ttm Technologies | TTMI | Shares | $50.3M | 516K |
| Nuvalent Inc-A | 5AX | Shares | $49.2M | 480K |
| Texas Capital Bancshares Inc | TCBI | Shares | $49.0M | 517K |
| Ha Sustainable Infrastructure | HASI | Shares | $48.7M | 1.3M |
| Celsius Holdings Inc | CELH | Shares | $48.6M | 1.4M |
| Northern Oil And Gas Inc | NOG | Shares | $46.4M | 1.6M |
| Xometry Inc-A | XMTR | Shares | $45.9M | 1.1M |
| Schneider National Inc-Cl B | SNDR | Shares | $45.6M | 1.7M |
| Transcat Inc | TRNS | Shares | $45.1M | 615K |
| Grand Canyon Education Inc | LOPE | Shares | $44.6M | 263K |
| Axon Enterprise Inc | AXON | Shares | $43.2M | 102K |
| Landbridge Co Llc-A | LB | Shares | $42.9M | 621K |
| Knife River Corp | KNF | Shares | $41.7M | 511K |
| Pegasytems Inc | PEGA | Shares | $41.5M | 976K |
| Livanova Plc | Shares | $40.5M | 637K | |
| Modine Manufacturing Co | MOD | Shares | $40.3M | 186K |
| Interface Inc | TILE | Shares | $40.2M | 1.6M |
| Enovis Corp | ENOV | Shares | $40.0M | 1.8M |
| Red Cat Holdings Inc | RCAT | Shares | $39.7M | 3.0M |
| Blackberry Ltd | BB | Shares | $38.5M | 11.9M |
| Clean Harbors Inc | CLH | Shares | $35.6M | 124K |
| Butterfly Network Inc | BFLY | Shares | $34.8M | 8.6M |
| Xenergy Reactor Company | Shares | $33.5M | 2.3M | |
| Crinetics Pharmaceuticals In | CRNX | Shares | $33.0M | 907K |
| Genius Sports Ltd | Shares | $32.1M | 7.2M | |
| Axt Inc | AXTI | Shares | $30.0M | 527K |
| Oklo Inc | OKLO | Shares | $29.2M | 589K |
| Gfl Environmental Inc-Sub Vt | GFL | Shares | $28.5M | 683K |
| Symbotic Inc | SYM | Shares | $27.9M | 524K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $26.4M | 285K |
| Eagle Materials Inc | EXP | Shares | $26.1M | 138K |
| Teradyne Inc | TER | Shares | $26.0M | 88K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.