Hood River Capital Management
PALM BEACH GARDENS, FLfiles as Hood River Capital Management LLC
$13.8bn in 166 US stocks at the end of 30 June 2026. The top 10 are 30.4% of the money. It changed about 22.8% of the portfolio this quarter.
Value
$13.8bn
Stocks
166
Top 10 share
30.4%
Turnover
22.8%
What changed this quarter
New
Bought for the first time this quarter.
- BandwidthBAND1.1% of the fund
- AeroVironmentAVAV0.7% of the fund
- CognexCGNX0.6% of the fund
- CelcuityCELC0.5% of the fund
- New ERA Energy & DigitalNUAI0.4% of the fund
- ITGITG0.4% of the fund
- AxogenAXGN0.4% of the fund
- X-EnergyXE0.3% of the fund
- TerawulfWULF0.3% of the fund
- CytokineticsCYTK0.3% of the fund
- Boot Barn HoldingsBOOT0.3% of the fund
- TFI InternationalTFII0.2% of the fund
- Tyra BiosciencesTYRA0.2% of the fund
- Revolution MedicinesRVMD0.2% of the fund
- Kodiak Gas ServicesKGS0.2% of the fund
- Silicon Motion TechnologySIMO0.1% of the fund
- Ermenegildo ZegnaZGN0.1% of the fund
- Monolithic Power SystemsMPWR0.1% of the fund
- Fervo EnergyFRVO0.1% of the fund
- Target HospitalityTH<0.1% of the fund
- Mama's CreationsMAMA<0.1% of the fund
- Ambiq MicroAMBQ<0.1% of the fund
- Madison Air SolutionsMAIR<0.1% of the fund
- Intercorp Financial ServicesIFS<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
Added
Bought more of a stock they already held.
- DigitalOcean HoldingsDOCN4.8% of the fund+20%
- XPOXPO1.9% of the fund+12%
- FirstCash HoldingsFCFS1.9% of the fund+8%
- Krystal BiotechKRYS1.8% of the fund+7%
- Knight-Swift Transportation HoldingsKNX1.7% of the fund+14%
- Lattice SemiconductorLSCC1.6% of the fund+14%
- LivaNovaLIVN1.5% of the fund+303%
- Guardant HealthGH1.5% of the fund+7%
- Applied OptoelectronicsAAOI1.5% of the fund+9%
- Babcock & Wilcox EnterprisesBW1.4% of the fund+18%
- XometryXMTR1.4% of the fund+77%
- RXORXO1.3% of the fund+46%
- Kratos Defense & Security SolutionsKTOS1.1% of the fund+16%
- Customers BancorpCUBI1.1% of the fund+12%
- Clean HarborsCLH1.1% of the fund+301%
- Alignment HealthcareALHC1.1% of the fund+2%
- Praxis Precision MedicinesPRAX1.0% of the fund+19%
- PTC TherapeuticsPTCT1.0% of the fund+4%
- Unity SoftwareU1.0% of the fund+5%
- Rush Street InteractiveRSI1.0% of the fund+22%
- Scholar Rock HoldingSRRK0.9% of the fund+9%
- Esco TechnologiesESE0.8% of the fund+9%
- InsmedINSM0.8% of the fund+53%
- Red Cat HoldingsRCAT0.8% of the fund+249%
- Butterfly NetworkBFLY0.8% of the fund+53%
Cut
Sold some of their stake.
- Applied DigitalAPLD6.1% of the fund-2%
- MastecMTZ3.5% of the fund-9%
- DaveDAVE3.0% of the fund-4%
- Bloom EnergyBE3.0% of the fund-15%
- Lumentum HoldingsLITE1.6% of the fund-5%
- Hut 8HUT1.4% of the fund-10%
- Granite ConstructionGVA1.0% of the fund-2%
- ACI WorldwideACIW0.8% of the fund-3%
- Life Time Group HoldingsLTH0.8% of the fund-3%
- SitimeSITM0.7% of the fund-34%
- TTM TechnologiesTTMI0.7% of the fund-3%
- Madrigal PharmaceuticalsMDGL0.7% of the fund-32%
- QXOQXO0.6% of the fund-39%
- AtriCureATRC0.6% of the fund-7%
- USA Rare EarthUSAR0.6% of the fund-13%
- NlightLASR0.4% of the fund-9%
- Ollie's Bargain Outlet HoldingsOLLI0.4% of the fund-15%
- TranscatTRNS0.4% of the fund-2%
- LandBridgeLB0.3% of the fund-5%
- Grand Canyon EducationLOPE0.3% of the fund-4%
- Northern Oil & GasNOG0.2% of the fund-3%
- FTAI AviationFTAI0.1% of the fund-15%
- Once Upon a Farm, PBCOFRM<0.1% of the fund-9%
- SharonAI HoldingsSHAZ<0.1% of the fund-40%
- Grupo Cibest SACIB<0.1% of the fund-34%
Sold out
Sold their entire stake.
- Comfort Systems USAFIX-100%
- HCI GroupHCI-100%
- RambusRMBS-100%
- Kura Sushi USAKRUS-100%
- Nuvalent-100%
- Celsius HoldingsCELH-100%
- PegasystemsPEGA-100%
- Modine ManufacturingMOD-100%
- Xenergy Reactor Company-100%
- AXTAXTI-100%
- OkloOKLO-100%
- SymboticSYM-100%
- Eagle MaterialsEXP-100%
- Camping World HoldingsCWH-100%
- Alphatec HoldingsATEC-100%
- United States AntimonyUAMY-100%
- MiniMed GroupMMED-100%
- Soleno Therapeutics-100%
- Rhythm PharmaceuticalsRYTM-100%
- American SuperconductorAMSC-100%
- Ur-EnergyURG-100%
- Expand EnergyEXE-100%
- Cariloha INC - Promissory Note-100%
- CamecoCCJ-100%
- LSI IndustriesLYTS-100%
Holdings
- Denison MinesDNN
- Share
- 0.6%
- Value
- $82m
- Shares
- 26,723,056
Held
- Almonty IndustriesALM
- Share
- 0.6%
- Value
- $77m
- Shares
- 4,621,107
+9%
- HA Sustainable Infrastructure CapitalHASI
- Share
- 0.4%
- Value
- $51m
- Shares
- 1,301,308
Held
- ITGITG
- Share
- 0.4%
- Value
- $50m
- Shares
- 3,125,000
New
- X-EnergyXE
- Share
- 0.3%
- Value
- $43m
- Shares
- 2,335,437
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Applied DigitalAPLD | 6.1% | $840m | 22,518,887 | -2% |
| DigitalOcean HoldingsDOCN | 4.8% | $660m | 4,200,719 | +20% |
| MastecMTZ | 3.5% | $488m | 1,173,918 | -9% |
| DaveDAVE | 3.0% | $411m | 1,104,277 | -4% |
| Bloom EnergyBE | 3.0% | $407m | 1,345,873 | -15% |
| SemtechSMTC | 2.6% | $364m | 2,250,382 | Held |
| XPOXPO | 1.9% | $266m | 1,297,453 | +12% |
| FirstCash HoldingsFCFS | 1.9% | $264m | 1,221,912 | +8% |
| Krystal BiotechKRYS | 1.8% | $247m | 663,375 | +7% |
| Knight-Swift Transportation HoldingsKNX | 1.7% | $238m | 3,058,241 | +14% |
| Lumentum HoldingsLITE | 1.6% | $225m | 262,757 | -5% |
| Lattice SemiconductorLSCC | 1.6% | $225m | 1,469,538 | +14% |
| LivaNovaLIVN | 1.5% | $211m | 2,565,477 | +303% |
| Guardant HealthGH | 1.5% | $209m | 1,395,307 | +7% |
| Applied OptoelectronicsAAOI | 1.5% | $206m | 1,392,510 | +9% |
| Babcock & Wilcox EnterprisesBW | 1.4% | $193m | 13,689,679 | +18% |
| XometryXMTR | 1.4% | $192m | 1,988,360 | +77% |
| Hut 8HUT | 1.4% | $191m | 1,651,895 | -10% |
| RXORXO | 1.3% | $179m | 6,478,546 | +46% |
| Kratos Defense & Security SolutionsKTOS | 1.1% | $156m | 3,137,727 | +16% |
| Customers BancorpCUBI | 1.1% | $154m | 1,941,996 | +12% |
| Clean HarborsCLH | 1.1% | $149m | 498,747 | +301% |
| BlackberryBB | 1.1% | $148m | 11,672,761 | Held |
| Alignment HealthcareALHC | 1.1% | $147m | 6,184,526 | +2% |
| BandwidthBAND | 1.1% | $145m | 2,295,924 | New |
| Praxis Precision MedicinesPRAX | 1.0% | $142m | 425,167 | +19% |
| PTC TherapeuticsPTCT | 1.0% | $142m | 1,738,613 | +4% |
| Granite ConstructionGVA | 1.0% | $138m | 871,255 | -2% |
| Unity SoftwareU | 1.0% | $135m | 4,736,216 | +5% |
| Rush Street InteractiveRSI | 1.0% | $132m | 4,454,433 | +22% |
| Scholar Rock HoldingSRRK | 0.9% | $122m | 2,224,788 | +9% |
| ACI WorldwideACIW | 0.8% | $117m | 2,329,869 | -3% |
| Esco TechnologiesESE | 0.8% | $116m | 330,297 | +9% |
| InsmedINSM | 0.8% | $113m | 1,056,871 | +53% |
| Red Cat HoldingsRCAT | 0.8% | $113m | 10,578,223 | +249% |
| Butterfly NetworkBFLY | 0.8% | $111m | 13,190,130 | +53% |
| Cava GroupCAVA | 0.8% | $110m | 1,406,249 | +19% |
| Protagonist TherapeuticsPTGX | 0.8% | $108m | 882,738 | +6% |
| APi GroupAPG | 0.8% | $108m | 2,538,774 | +8% |
| DraftKingsDKNG | 0.8% | $107m | 4,245,469 | +835% |
| Life Time Group HoldingsLTH | 0.8% | $104m | 2,549,719 | -3% |
| BridgeBio PharmaBBIO | 0.7% | $100m | 1,347,535 | +7% |
| SitimeSITM | 0.7% | $100m | 133,699 | -34% |
| Axsome TherapeuticsAXSM | 0.7% | $99m | 402,678 | +8% |
| OndasONDS | 0.7% | $96m | 11,688,295 | +14% |
| Karman HoldingsKRMN | 0.7% | $96m | 1,915,993 | +49% |
| TTM TechnologiesTTMI | 0.7% | $94m | 501,716 | -3% |
| AeroVironmentAVAV | 0.7% | $93m | 564,254 | New |
| WesbancoWSBC | 0.7% | $92m | 2,367,331 | +18% |
| Arrowhead PharmaceuticalsARWR | 0.7% | $91m | 1,120,747 | +6% |
| Madrigal PharmaceuticalsMDGL | 0.7% | $91m | 169,084 | -32% |
| OSI SystemsOSIS | 0.7% | $91m | 414,304 | +11% |
| RadNetRDNT | 0.7% | $90m | 1,456,205 | +3% |
| TG TherapeuticsTGTX | 0.6% | $88m | 1,600,510 | Held |
| Palomar HoldingsPLMR | 0.6% | $86m | 682,283 | +60% |
| QXOQXO | 0.6% | $85m | 4,938,602 | -39% |
| CognexCGNX | 0.6% | $85m | 1,172,170 | New |
| Denison MinesDNN | 0.6% | $82m | 26,723,056 | Held |
| AtriCureATRC | 0.6% | $81m | 2,905,299 | -7% |
| Ensign GroupENSG | 0.6% | $81m | 504,517 | +3% |
| USA Rare EarthUSAR | 0.6% | $80m | 3,688,848 | -13% |
| Neurocrine BiosciencesNBIX | 0.6% | $79m | 469,233 | +16% |
| Genius SportsGENI | 0.6% | $78m | 12,929,769 | +79% |
| Almonty IndustriesALM | 0.6% | $77m | 4,621,107 | +9% |
| Signet JewelersSIG | 0.5% | $76m | 878,274 | +3% |
| VSEVSEC | 0.5% | $75m | 330,182 | +8% |
| Schneider NationalSNDR | 0.5% | $70m | 1,924,667 | +11% |
| TeradyneTER | 0.5% | $68m | 140,435 | +60% |
| KirbyKEX | 0.5% | $68m | 497,476 | +7% |
| WaterBridge InfrastructureWBI | 0.5% | $67m | 1,960,405 | +216% |
| Universal Technical InstituteUTI | 0.5% | $67m | 1,558,008 | Held |
| CelcuityCELC | 0.5% | $66m | 628,411 | New |
| FabrinetFN | 0.5% | $65m | 116,477 | +7% |
| Axon EnterpriseAXON | 0.4% | $60m | 107,147 | +5% |
| FlowserveFLS | 0.4% | $59m | 801,659 | Held |
| Lightpath TechnologiesLPTH | 0.4% | $58m | 3,562,140 | +46% |
| NlightLASR | 0.4% | $58m | 836,229 | -9% |
| Texas Capital BancsharesTCBI | 0.4% | $58m | 559,206 | +8% |
| Ollie's Bargain Outlet HoldingsOLLI | 0.4% | $57m | 742,353 | -15% |
| InterfaceTILE | 0.4% | $57m | 1,584,452 | Held |
| Syndax PharmaceuticalsSNDX | 0.4% | $56m | 2,564,279 | +9% |
| TranscatTRNS | 0.4% | $56m | 601,541 | -2% |
| New ERA Energy & DigitalNUAI | 0.4% | $55m | 8,596,985 | New |
| Five BelowFIVE | 0.4% | $51m | 285,102 | +6% |
| HA Sustainable Infrastructure CapitalHASI | 0.4% | $51m | 1,301,308 | Held |
| ITGITG | 0.4% | $50m | 3,125,000 | New |
| TransMedics GroupTMDX | 0.4% | $50m | 751,133 | +7% |
| AxogenAXGN | 0.4% | $49m | 1,067,072 | New |
| York Space SystemsYSS | 0.4% | $48m | 1,963,942 | +99% |
| EnovisENOV | 0.3% | $48m | 2,299,326 | +31% |
| LandBridgeLB | 0.3% | $47m | 592,619 | -5% |
| Knife RiverKNF | 0.3% | $45m | 535,074 | +5% |
| SharkNinjaSN | 0.3% | $44m | 288,736 | +49% |
| Take TWO Interactive SoftwareTTWO | 0.3% | $43m | 172,812 | +49% |
| Rocket LabRKLB | 0.3% | $43m | 421,905 | +49% |
| X-EnergyXE | 0.3% | $43m | 2,335,437 | New |
| TerawulfWULF | 0.3% | $42m | 1,710,463 | New |
| Academy Sports & OutdoorsASO | 0.3% | $42m | 891,434 | Held |
| CytokineticsCYTK | 0.3% | $40m | 469,273 | New |
| Boot Barn HoldingsBOOT | 0.3% | $39m | 238,337 | New |
Showing the largest 100 of 166.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 92.6% since 30 June 2025.
Where the money is
Technology31.5%
Industrials23.8%
Health care19.7%
Financial services11.8%
Retail & consumer8.0%
Materials2.3%
Energy1.3%
Utilities0.8%
Media & telecom0.5%
Everyday goods0.2%
Other0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.