Hood River Capital Management LLC
167 holdingsFiling period: 2026-06-30Current AUM: $10.94Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APLD | Applied Digital Corp | 22.52M | $840.0M | $435.3M | 3.98% | -556,725 | 2026-06-30 |
| 2 | DOCN | Digitalocean Holdings Inc | 4.20M | $659.6M | $417.9M | 3.82% | +713.6K | 2026-06-30 |
| 3 | MTZ | Mastec Inc | 1.17M | $488.4M | $219.9M | 2.01% | -121,467 | 2026-06-30 |
| 4 | DAVE | Dave Inc | 1.10M | $411.4M | $401.6M | 3.67% | -41,624 | 2026-06-30 |
| 5 | BE | Bloom Energy Corp- A | 1.35M | $407.4M | $299.7M | 2.74% | -230,385 | 2026-06-30 |
| 6 | SMTC | Semtech Corp | 2.25M | $364.2M | $306.5M | 2.80% | -37,147 | 2026-06-30 |
| 7 | XPO | Xpo Inc | 1.30M | $266.4M | $242.3M | 2.22% | +137.6K | 2026-06-30 |
| 8 | FCFS | Firstcash Holdings Inc | 1.22M | $264.3M | $262.4M | 2.40% | +88.0K | 2026-06-30 |
| 9 | KRYS | Krystal Biotech Inc | 663.4K | $246.6M | $215.9M | 1.97% | +43.8K | 2026-06-30 |
| 10 | KNX | Knight-Swift Transportation | 3.06M | $238.1M | $193.4M | 1.77% | +381.3K | 2026-06-30 |
| 11 | LITE | Lumentum Holdings Inc | 262.8K | $225.5M | $216.1M | 1.98% | -12,866 | 2026-06-30 |
| 12 | LSCC | Lattice Semiconductor Corp | 1.47M | $224.8M | $157.8M | 1.44% | +176.4K | 2026-06-30 |
| 13 | — | Livanova PLC | 2.57M | $211.0M | $211.0M | 1.93% | +1.93M | 2026-06-30 |
| 14 | GH | Guardant Health Inc | 1.40M | $209.3M | $226.9M | 2.07% | +85.2K | 2026-06-30 |
| 15 | AAOI | Applied Optoelectronics Inc | 1.39M | $206.3M | $106.9M | 0.98% | +117.0K | 2026-06-30 |
| 16 | BW | Babcock & Wilcox Enterpr | 13.69M | $193.0M | $62.6M | 0.57% | +2.09M | 2026-06-30 |
| 17 | XMTR | Xometry Inc-A | 1.99M | $191.9M | $186.2M | 1.70% | +863.6K | 2026-06-30 |
| 18 | HUT | Hut 8 Corp | 1.65M | $190.7M | $114.0M | 1.04% | -191,687 | 2026-06-30 |
| 19 | RXO | Rxo Inc | 6.48M | $178.7M | $185.7M | 1.70% | +2.03M | 2026-06-30 |
| 20 | KTOS | Kratos Defense & Security | 3.14M | $156.4M | $122.2M | 1.12% | +423.2K | 2026-06-30 |
| 21 | CUBI | Customers Banco | 1.94M | $153.6M | $147.6M | 1.35% | +210.7K | 2026-06-30 |
| 22 | CLH | Clean Harbors Inc | 498.7K | $149.0M | $157.7M | 1.44% | +374.5K | 2026-06-30 |
| 23 | BB | Blackberry Ltd | 11.67M | $147.7M | $103.5M | 0.95% | -203,791 | 2026-06-30 |
| 24 | ALHC | Alignment Healthcare Inc | 6.18M | $147.3M | $52.6M | 0.48% | +130.0K | 2026-06-30 |
| 25 | BAND | Bandwidth Inc-Class A | 2.30M | $145.3M | $102.7M | 0.94% | -- | 2026-06-30 |
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