Hood River Capital Management LLC
168 holdingsFiling period: 2026-03-31Current AUM: $11.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | 23.08M | $547.8M | $632.0M | 5.65% | +1.04M | 2026-03-31 |
| 2 | MTZ | MASTEC INC | 1.30M | $416.8M | $340.8M | 3.05% | -188,276 | 2026-03-31 |
| 3 | FIX | COMFORT SYSTEMS USA INC | 249.4K | $343.9M | $431.4M | 3.86% | +3.5K | 2026-03-31 |
| 4 | DOCN | DIGITALOCEAN HOLDINGS INC | 3.49M | $299.1M | $409.7M | 3.67% | +2.35M | 2026-03-31 |
| 5 | XPO | XPO INC | 1.16M | $225.6M | $233.1M | 2.09% | +10.9K | 2026-03-31 |
| 6 | BE | BLOOM ENERGY CORP- A | 1.58M | $213.6M | $324.4M | 2.90% | +20.5K | 2026-03-31 |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | 1.13M | $213.2M | $231.3M | 2.07% | +17.8K | 2026-03-31 |
| 8 | DAVE | DAVE INC | 1.15M | $199.5M | $427.1M | 3.82% | +30.0K | 2026-03-31 |
| 9 | LITE | LUMENTUM HOLDINGS INC | 275.6K | $193.7M | $196.8M | 1.76% | -27,503 | 2026-03-31 |
| 10 | KTOS | KRATOS DEFENSE & SECURITY | 2.71M | $191.4M | $126.5M | 1.13% | -30,901 | 2026-03-31 |
| 11 | SMTC | SEMTECH CORP | 2.29M | $175.9M | $269.5M | 2.41% | +51.3K | 2026-03-31 |
| 12 | BW | BABCOCK & WILCOX ENTERPR | 11.60M | $170.5M | $108.1M | 0.97% | +955.3K | 2026-03-31 |
| 13 | KRYS | KRYSTAL BIOTECH INC | 619.6K | $160.1M | $211.4M | 1.89% | +6.3K | 2026-03-31 |
| 14 | QXO | QXO INC | 8.14M | $158.0M | $108.2M | 0.97% | +83.2K | 2026-03-31 |
| 15 | KNX | KNIGHT-SWIFT TRANSPORTATION | 2.68M | $154.1M | $186.1M | 1.67% | +1.09M | 2026-03-31 |
| 16 | MDGL | MADRIGAL PHARMACEUTICALS INC | 249.5K | $130.6M | $116.6M | 1.04% | +2.0K | 2026-03-31 |
| 17 | GH | GUARDANT HEALTH INC | 1.31M | $121.0M | $212.2M | 1.90% | +331.6K | 2026-03-31 |
| 18 | CUBI | CUSTOMERS BANCO | 1.73M | $120.2M | $136.2M | 1.22% | +5.6K | 2026-03-31 |
| 19 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.29M | $119.9M | $160.7M | 1.44% | +370.5K | 2026-03-31 |
| 20 | PRAX | PRAXIS PRECISION MEDICINES I | 358.6K | $115.5M | $110.4M | 0.99% | +69.2K | 2026-03-31 |
| 21 | PTCT | PTC THERAPEUTICS INC | 1.66M | $113.4M | $113.2M | 1.01% | +661.5K | 2026-03-31 |
| 22 | INSM | INSMED INC | 688.6K | $112.6M | $67.9M | 0.61% | +51.0K | 2026-03-31 |
| 23 | AAOI | APPLIED OPTOELECTRONICS INC | 1.28M | $107.9M | $120.3M | 1.08% | -102 | 2026-03-31 |
| 24 | ALHC | ALIGNMENT HEALTHCARE INC | 6.05M | $106.7M | $89.9M | 0.80% | -118,956 | 2026-03-31 |
| 25 | GVA | GRANITE CONSTRUCTION INC | 889.5K | $106.6M | $107.6M | 0.96% | +53.0K | 2026-03-31 |
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