Hood River Capital Management LLC
167 holdingsFiling period: 2026-06-30Current AUM: $11.85Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | 22.52M | $840.0M | $527.4M | 4.45% | -556,725 | 2026-06-30 |
| 2 | DOCN | DIGITALOCEAN HOLDINGS INC | 4.20M | $659.6M | $495.1M | 4.18% | +713.6K | 2026-06-30 |
| 3 | MTZ | MASTEC INC | 1.17M | $488.4M | $261.4M | 2.21% | -121,467 | 2026-06-30 |
| 4 | DAVE | DAVE INC | 1.10M | $411.4M | $413.7M | 3.49% | -41,624 | 2026-06-30 |
| 5 | BE | BLOOM ENERGY CORP- A | 1.35M | $407.4M | $349.1M | 2.95% | -230,385 | 2026-06-30 |
| 6 | SMTC | SEMTECH CORP | 2.25M | $364.2M | $339.6M | 2.87% | -37,147 | 2026-06-30 |
| 7 | XPO | XPO INC | 1.30M | $266.4M | $231.3M | 1.95% | +137.6K | 2026-06-30 |
| 8 | FCFS | FIRSTCASH HOLDINGS INC | 1.22M | $264.3M | $263.4M | 2.22% | +88.0K | 2026-06-30 |
| 9 | KRYS | KRYSTAL BIOTECH INC | 663.4K | $246.6M | $223.3M | 1.89% | +43.8K | 2026-06-30 |
| 10 | KNX | KNIGHT-SWIFT TRANSPORTATION | 3.06M | $238.1M | $209.5M | 1.77% | +381.3K | 2026-06-30 |
| 11 | LITE | LUMENTUM HOLDINGS INC | 262.8K | $225.5M | $220.4M | 1.86% | -12,866 | 2026-06-30 |
| 12 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.47M | $224.8M | $156.5M | 1.32% | +176.4K | 2026-06-30 |
| 13 | — | LIVANOVA PLC | 2.57M | $211.0M | $211.0M | 1.78% | +1.93M | 2026-06-30 |
| 14 | GH | GUARDANT HEALTH INC | 1.40M | $209.3M | $245.1M | 2.07% | +85.2K | 2026-06-30 |
| 15 | AAOI | APPLIED OPTOELECTRONICS INC | 1.39M | $206.3M | $132.7M | 1.12% | +117.0K | 2026-06-30 |
| 16 | BW | BABCOCK & WILCOX ENTERPR | 13.69M | $193.0M | $95.6M | 0.81% | +2.09M | 2026-06-30 |
| 17 | XMTR | XOMETRY INC-A | 1.99M | $191.9M | $174.2M | 1.47% | +863.6K | 2026-06-30 |
| 18 | HUT | HUT 8 CORP | 1.65M | $190.7M | $143.9M | 1.21% | -191,687 | 2026-06-30 |
| 19 | RXO | RXO INC | 6.48M | $178.7M | $126.8M | 1.07% | +2.03M | 2026-06-30 |
| 20 | KTOS | KRATOS DEFENSE & SECURITY | 3.14M | $156.4M | $149.4M | 1.26% | +423.2K | 2026-06-30 |
| 21 | CUBI | CUSTOMERS BANCO | 1.94M | $153.6M | $153.1M | 1.29% | +210.7K | 2026-06-30 |
| 22 | CLH | CLEAN HARBORS INC | 498.7K | $149.0M | $158.7M | 1.34% | +374.5K | 2026-06-30 |
| 23 | BB | BLACKBERRY LTD | 11.67M | $147.7M | $91.0M | 0.77% | -203,791 | 2026-06-30 |
| 24 | ALHC | ALIGNMENT HEALTHCARE INC | 6.18M | $147.3M | $64.1M | 0.54% | +130.0K | 2026-06-30 |
| 25 | BAND | BANDWIDTH INC-CLASS A | 2.30M | $145.3M | $115.0M | 0.97% | -- | 2026-06-30 |
← Scroll →
Page 1 of 7