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Hood River Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $13,791,963,477
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLIED DIGITAL CORP · COMMON STOCKS · 038169207 · shares: $839,954,485
- DIGITALOCEAN HOLDINGS INC · COMMON STOCKS · 25402D102 · shares: $659,638,905
- MASTEC INC · COMMON STOCKS · 576323109 · shares: $488,420,323
- DAVE INC · COMMON STOCKS · 23834J201 · shares: $411,442,567
- BLOOM ENERGY CORP- A · COMMON STOCKS · 093712107 · shares: $407,395,757
- SEMTECH CORP · COMMON STOCKS · 816850101 · shares: $364,224,327
- XPO INC · COMMON STOCKS · 983793100 · shares: $266,354,126
- FIRSTCASH HOLDINGS INC · COMMON STOCKS · 33768G107 · shares: $264,324,004
- KRYSTAL BIOTECH INC · COMMON STOCKS · 501147102 · shares: $246,556,586
- KNIGHT-SWIFT TRANSPORTATION · COMMON STOCKS · 499049104 · shares: $238,145,227
Reported holdings
166 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | COMMON STOCKS | 038169207 | — | 22,518,887 shares | $839,954,485 |
| DIGITALOCEAN HOLDINGS INC | COMMON STOCKS | 25402D102 | — | 4,200,719 shares | $659,638,905 |
| MASTEC INC | COMMON STOCKS | 576323109 | — | 1,173,918 shares | $488,420,323 |
| DAVE INC | COMMON STOCKS | 23834J201 | — | 1,104,277 shares | $411,442,567 |
| BLOOM ENERGY CORP- A | COMMON STOCKS | 093712107 | — | 1,345,873 shares | $407,395,757 |
| SEMTECH CORP | COMMON STOCKS | 816850101 | — | 2,250,382 shares | $364,224,327 |
| XPO INC | COMMON STOCKS | 983793100 | — | 1,297,453 shares | $266,354,126 |
| FIRSTCASH HOLDINGS INC | COMMON STOCKS | 33768G107 | — | 1,221,912 shares | $264,324,004 |
| KRYSTAL BIOTECH INC | COMMON STOCKS | 501147102 | — | 663,375 shares | $246,556,586 |
| KNIGHT-SWIFT TRANSPORTATION | COMMON STOCKS | 499049104 | — | 3,058,241 shares | $238,145,227 |
| LUMENTUM HOLDINGS INC | COMMON STOCKS | 55024U109 | — | 262,757 shares | $225,461,271 |
| LATTICE SEMICONDUCTOR CORP | COMMON STOCKS | 518415104 | — | 1,469,538 shares | $224,780,532 |
| LIVANOVA PLC | COMMON STOCKS | G5509L101 | — | 2,565,477 shares | $210,959,174 |
| GUARDANT HEALTH INC | COMMON STOCKS | 40131M109 | — | 1,395,307 shares | $209,337,909 |
| APPLIED OPTOELECTRONICS INC | COMMON STOCKS | 03823U102 | — | 1,392,510 shares | $206,314,282 |
| BABCOCK & WILCOX ENTERPR | COMMON STOCKS | 05614L209 | — | 13,689,679 shares | $193,024,474 |
| XOMETRY INC-A | COMMON STOCKS | 98423F109 | — | 1,988,360 shares | $191,916,507 |
| HUT 8 CORP | COMMON STOCKS | 44812J104 | — | 1,651,895 shares | $190,703,018 |
| RXO INC | COMMON STOCKS | 74982T103 | — | 6,478,546 shares | $178,743,084 |
| KRATOS DEFENSE & SECURITY | COMMON STOCKS | 50077B207 | — | 3,137,727 shares | $156,447,068 |
| CUSTOMERS BANCO | COMMON STOCKS | 23204G100 | — | 1,941,996 shares | $153,611,884 |
| CLEAN HARBORS INC | COMMON STOCKS | 184496107 | — | 498,747 shares | $149,000,666 |
| BLACKBERRY LTD | COMMON STOCKS | 09228F103 | — | 11,672,761 shares | $147,660,427 |
| ALIGNMENT HEALTHCARE INC | COMMON STOCKS | 01625V104 | — | 6,184,526 shares | $147,253,564 |
| BANDWIDTH INC-CLASS A | COMMON STOCKS | 05988J103 | — | 2,295,924 shares | $145,331,989 |
| PRAXIS PRECISION MEDICINES I | COMMON STOCKS | 74006W207 | — | 425,167 shares | $142,341,660 |
| PTC THERAPEUTICS INC | COMMON STOCKS | 69366J200 | — | 1,738,613 shares | $141,818,662 |
| GRANITE CONSTRUCTION INC | COMMON STOCKS | 387328107 | — | 871,255 shares | $137,727,990 |
| UNITY SOFTWARE INC | COMMON STOCKS | 91332U101 | — | 4,736,216 shares | $135,361,053 |
| RUSH STREET INTERACTIVE INC | COMMON STOCKS | 782011100 | — | 4,454,433 shares | $132,474,837 |
| SCHOLAR ROCK HOLDING CORP | COMMON STOCKS | 80706P103 | — | 2,224,788 shares | $122,363,340 |
| ACI WORLDWIDE INC | COMMON STOCKS | 004498101 | — | 2,329,869 shares | $117,169,112 |
| ESCO TECHNOLOGIES INC | COMMON STOCKS | 296315104 | — | 330,297 shares | $115,617,162 |
| INSMED INC | COMMON STOCKS | 457669307 | — | 1,056,871 shares | $112,683,586 |
| RED CAT HOLDINGS INC | COMMON STOCKS | 75644T100 | — | 10,578,223 shares | $112,658,075 |
| BUTTERFLY NETWORK INC | COMMON STOCKS | 124155102 | — | 13,190,130 shares | $111,060,895 |
| CAVA GROUP INC | COMMON STOCKS | 148929102 | — | 1,406,249 shares | $110,362,422 |
| PROTAGONIST THE | COMMON STOCKS | 74366E102 | — | 882,738 shares | $108,206,024 |
| API GROUP CORP | COMMON STOCKS | 00187Y100 | — | 2,538,774 shares | $107,517,079 |
| DRAFTKINGS INC - CL A | COMMON STOCKS | 26142V105 | — | 4,245,469 shares | $107,240,547 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCKS | 53190C102 | — | 2,549,719 shares | $104,130,524 |
| BRIDGEBIO PHARMA INC | COMMON STOCKS | 10806X102 | — | 1,347,535 shares | $100,364,407 |
| SITIME CORP | COMMON STOCKS | 82982T106 | — | 133,699 shares | $99,680,626 |
| AXSOME THERAPEUTICS INC | COMMON STOCKS | 05464T104 | — | 402,678 shares | $98,563,494 |
| ONDAS INC | COMMON STOCKS | 68236H204 | — | 11,688,295 shares | $96,311,551 |
| KARMAN HOLDINGS INC | COMMON STOCKS | 485924104 | — | 1,915,993 shares | $95,646,371 |
| TTM TECHNOLOGIES | COMMON STOCKS | 87305R109 | — | 501,716 shares | $93,830,926 |
| AEROVIRONMENT INC | COMMON STOCKS | 008073108 | — | 564,254 shares | $93,141,408 |
| WESBANCO INC | COMMON STOCKS | 950810101 | — | 2,367,331 shares | $92,396,929 |
| ARROWHEAD PHARMACEUTICALS IN | COMMON STOCKS | 04280A100 | — | 1,120,747 shares | $91,352,088 |
| MADRIGAL PHARMACEUTICALS INC | COMMON STOCKS | 558868105 | — | 169,084 shares | $90,789,654 |
| OSI SYSTEMS INC | COMMON STOCKS | 671044105 | — | 414,304 shares | $90,608,285 |
| RADNET INC | COMMON STOCKS | 750491102 | — | 1,456,205 shares | $89,804,162 |
| TG THERAPEUTICS INC | COMMON STOCKS | 88322Q108 | — | 1,600,510 shares | $87,932,019 |
| PALOMAR HOLDINGS INC | COMMON STOCKS | 69753M105 | — | 682,283 shares | $86,233,748 |
| QXO INC | COMMON STOCKS | 82846H405 | — | 4,938,602 shares | $85,339,043 |
| COGNEX CORP | COMMON STOCKS | 192422103 | — | 1,172,170 shares | $84,888,551 |
| DENISON MINES CORP | COMMON STOCKS | 248356107 | — | 26,723,056 shares | $81,772,551 |
| ATRICURE INC | COMMON STOCKS | 04963C209 | — | 2,905,299 shares | $81,290,266 |
| ENSIGN GROUP INC/THE | COMMON STOCKS | 29358P101 | — | 504,517 shares | $80,874,075 |
| USA RARE EARTH INC | COMMON STOCKS | 91733P107 | — | 3,688,848 shares | $79,605,340 |
| NEUROCRINE BIOSCIENCES INC | COMMON STOCKS | 64125C109 | — | 469,233 shares | $79,082,184 |
| GENIUS SPORTS LTD | COMMON STOCKS | G3934V109 | — | 12,929,769 shares | $78,354,400 |
| ALMONTY INDUSTRIES INC | COMMON STOCKS | 020398707 | — | 4,621,107 shares | $76,525,532 |
| SIGNET JEWELERS LTD | COMMON STOCKS | G81276100 | — | 878,274 shares | $75,707,219 |
| VSE CORP | COMMON STOCKS | 918284100 | — | 330,182 shares | $75,446,587 |
| SCHNEIDER NATIONAL INC-CL B | COMMON STOCKS | 80689H102 | — | 1,924,667 shares | $70,308,086 |
| TERADYNE INC | COMMON STOCKS | 880770102 | — | 140,435 shares | $67,948,070 |
| KIRBY CORP | COMMON STOCKS | 497266106 | — | 497,476 shares | $67,641,812 |
| WATERBRIDGE INFRASTRUC-CL A | COMMON STOCKS | 940923105 | — | 1,960,405 shares | $67,183,079 |
| UNIVERSAL TECHNICAL INSTITUT | COMMON STOCKS | 913915104 | — | 1,558,008 shares | $66,636,002 |
| CELCUITY INC | COMMON STOCKS | 15102K100 | — | 628,411 shares | $65,744,359 |
| FABRINET | COMMON STOCKS | G3323L100 | — | 116,477 shares | $65,469,392 |
| AXON ENTERPRISE INC | COMMON STOCKS | 05464C101 | — | 107,147 shares | $60,067,680 |
| FLOWSERVE CORP | COMMON STOCKS | 34354P105 | — | 801,659 shares | $59,451,031 |
| LIGHTPATH TECHNOLOGIES INC-A | COMMON STOCKS | 532257805 | — | 3,562,140 shares | $58,240,989 |
| NLIGHT INC | COMMON STOCKS | 65487K100 | — | 836,229 shares | $58,218,263 |
| TEXAS CAPITAL BANCSHARES INC | COMMON STOCKS | 88224Q107 | — | 559,206 shares | $57,743,612 |
| OLLIES BARGAIN OUTLET HLDG INC | COMMON STOCKS | 681116109 | — | 742,353 shares | $57,072,099 |
| INTERFACE INC | COMMON STOCKS | 458665304 | — | 1,584,452 shares | $56,786,760 |
| SYNDAX PHARMACEUTICALS INC | COMMON STOCKS | 87164F105 | — | 2,564,279 shares | $56,055,139 |
| TRANSCAT INC | COMMON STOCKS | 893529107 | — | 601,541 shares | $55,804,959 |
| NEW ERA ENERGY & DIGITAL INC | COMMON STOCKS | 64428N109 | — | 8,596,985 shares | $54,848,764 |
| FIVE BELOW | COMMON STOCKS | 33829M101 | — | 285,102 shares | $51,258,489 |
| HA SUSTAINABLE INFRASTRUCTURE | COMMON STOCKS | 41068X100 | — | 1,301,308 shares | $50,816,077 |
| ITG INC CL A | COMMON STOCKS | 45047B105 | — | 3,125,000 shares | $50,000,000 |
| TRANSMEDICS GROUP INC | COMMON STOCKS | 89377M109 | — | 751,133 shares | $49,890,254 |
| AXOGEN INC | COMMON STOCKS | 05463X106 | — | 1,067,072 shares | $49,288,056 |
| YORK SPACE SYSTEMS INC | COMMON STOCKS | 987084100 | — | 1,963,942 shares | $48,352,252 |
| ENOVIS CORP | COMMON STOCKS | 194014502 | — | 2,299,326 shares | $47,596,048 |
| LANDBRIDGE CO LLC-A | COMMON STOCKS | 514952100 | — | 592,619 shares | $46,959,130 |
| KNIFE RIVER CORP | COMMON STOCKS | 498894104 | — | 535,074 shares | $44,758,940 |
| SHARKNINJA INC | COMMON STOCKS | G8068L108 | — | 288,736 shares | $43,965,831 |
| TAKE-TWO INTERACTIVE SOFTWRE | COMMON STOCKS | 874054109 | — | 172,812 shares | $43,199,544 |
| ROCKET LAB CORP | COMMON STOCKS | 773121108 | — | 421,905 shares | $42,886,643 |
| XENERGY INC | COMMON STOCKS | 98386P102 | — | 2,335,437 shares | $42,878,623 |
| TERAWULF INC | COMMON STOCKS | 88080T104 | — | 1,710,463 shares | $42,248,436 |
| ACADEMY SPORTS & OUTDOORS IN | COMMON STOCKS | 00402L107 | — | 891,434 shares | $42,013,284 |
| CYTOKINETICS INC | COMMON STOCKS | 23282W605 | — | 469,273 shares | $39,977,367 |
| BOOT BARN HOLDINGS INC | COMMON STOCKS | 099406100 | — | 238,337 shares | $39,151,619 |