account_balance
Investment manager · 13F filer · SEC CIK 1578177
Hood River Capital Management LLC
Reported value$13.8Bas of Jun 30, 2026
Positions166 35 new, 36 sold out
Top 10 weight30.4%APLD alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
APLDApplied Digital Corp
6.1%Trimmed −2%
DOCNDigitalocean Holdings Inc
4.8%Added +20%
MTZMastec Inc
3.5%Trimmed −9%
DAVEDave Inc
3.0%Trimmed −4%
BEBloom Energy Corp- A
3.0%Trimmed −15%
SMTCSemtech Corp
2.6%
XPOXpo Inc
1.9%Added +12%
FCFSFirstcash Holdings Inc
1.9%Added +8%
KRYSKrystal Biotech Inc
1.8%Added +7%
KNXKnight-swift Transportation
1.7%Added +14%
LITELumentum Holdings Inc
1.6%Trimmed −5%
LSCCLattice Semiconductor Corp
1.6%Added +14%
APLDApplied Digital Corp
6.1%Trimmed −2%
DOCNDigitalocean Holdings Inc
4.8%Added +20%
MTZMastec Inc
3.5%Trimmed −9%
DAVEDave Inc
3.0%Trimmed −4%
BEBloom Energy Corp- A
3.0%Trimmed −15%
SMTC2.6%XPO1.9%FCFS1.9%KRYS1.8%KNX1.7%LITE1.6%LSCC1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
APLD Applied Digital Corp 6.1% Trimmed −2%DOCN Digitalocean Holdings Inc 4.8% Added +20%MTZ Mastec Inc 3.5% Trimmed −9%DAVE Dave Inc 3.0% Trimmed −4%BE Bloom Energy Corp- A 3.0% Trimmed −15%SMTC Semtech Corp 2.6% HeldXPO Xpo Inc 1.9% Added +12%FCFS Firstcash Holdings Inc 1.9% Added +8%KRYS Krystal Biotech Inc 1.8% Added +7%KNX Knight-swift Transportation 1.7% Added +14%LITE Lumentum Holdings Inc 1.6% Trimmed −5%LSCC Lattice Semiconductor Corp 1.6% Added +14%
What changed