# Hood River Capital Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1578177. Source: https://holderbook.com/funds/1578177-hood-river-capital-management-llc/

- Reported value: $13.8B
- Positions: 166
- Weight of the ten largest: 30.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | [APLD](https://holderbook.com/stocks/APLD/) | $840.0M | 22,518,887 | 6.1% | 17 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $659.6M | 4,200,719 | 4.8% | 14 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $488.4M | 1,173,918 | 3.5% | 23 |
| DAVE INC | [DAVE](https://holderbook.com/stocks/DAVE/) | $411.4M | 1,104,277 | 3.0% | 8 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $407.4M | 1,345,873 | 3.0% | 3 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $364.2M | 2,250,382 | 2.6% | 8 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $266.4M | 1,297,453 | 1.9% | 13 |
| FIRSTCASH HOLDINGS INC | [FCFS](https://holderbook.com/stocks/FCFS/) | $264.3M | 1,221,912 | 1.9% | 6 |
| KRYSTAL BIOTECH INC | [KRYS](https://holderbook.com/stocks/KRYS/) | $246.6M | 663,375 | 1.8% | 25 |
| KNIGHT-SWIFT TRANSN HLDGS IN | [KNX](https://holderbook.com/stocks/KNX/) | $238.1M | 3,058,241 | 1.7% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $225.5M | 262,757 | 1.6% | 7 |
| LATTICE SEMICONDUCTOR CORP | [LSCC](https://holderbook.com/stocks/LSCC/) | $224.8M | 1,469,538 | 1.6% | 7 |
| LIVANOVA PLC | [LIVN](https://holderbook.com/stocks/LIVN/) | $211.0M | 2,565,477 | 1.5% | 2 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $209.3M | 1,395,307 | 1.5% | 9 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $206.3M | 1,392,510 | 1.5% | 4 |
| BABCOCK & WILCOX ENTERPRISES | [BW](https://holderbook.com/stocks/BW/) | $193.0M | 13,689,679 | 1.4% | 3 |
| XOMETRY INC | [XMTR](https://holderbook.com/stocks/XMTR/) | $191.9M | 1,988,360 | 1.4% | 8 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $190.7M | 1,651,895 | 1.4% | 4 |
| RXO INC | [RXO](https://holderbook.com/stocks/RXO/) | $178.7M | 6,478,546 | 1.3% | 15 |
| KRATOS DEFENSE & SEC SOLUTIO | [KTOS](https://holderbook.com/stocks/KTOS/) | $156.4M | 3,137,727 | 1.1% | 12 |
| CUSTOMERS BANCORP INC | [CUBI](https://holderbook.com/stocks/CUBI/) | $153.6M | 1,941,996 | 1.1% | 11 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $149.0M | 498,747 | 1.1% | 23 |
| BLACKBERRY LTD | [BB](https://holderbook.com/stocks/BB/) | $147.7M | 11,672,761 | 1.1% | 5 |
| ALIGNMENT HEALTHCARE INC | [ALHC](https://holderbook.com/stocks/ALHC/) | $147.3M | 6,184,526 | 1.1% | 15 |
| BANDWIDTH INC | [BAND](https://holderbook.com/stocks/BAND/) | $145.3M | 2,295,924 | 1.1% | 1 |
| PRAXIS PRECISION MEDICINES I | [PRAX](https://holderbook.com/stocks/PRAX/) | $142.3M | 425,167 | 1.0% | 3 |
| PTC THERAPEUTICS INC | [PTCT](https://holderbook.com/stocks/PTCT/) | $141.8M | 1,738,613 | 1.0% | 6 |
| GRANITE CONSTR INC | [GVA](https://holderbook.com/stocks/GVA/) | $137.7M | 871,255 | 1.0% | 6 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $135.4M | 4,736,216 | 1.0% | 5 |
| RUSH STREET INTERACTIVE INC | [RSI](https://holderbook.com/stocks/RSI/) | $132.5M | 4,454,433 | 1.0% | 8 |
| SCHOLAR ROCK HLDG CORP | [SRRK](https://holderbook.com/stocks/SRRK/) | $122.4M | 2,224,788 | 0.9% | 11 |
| ACI WORLDWIDE INC | [ACIW](https://holderbook.com/stocks/ACIW/) | $117.2M | 2,329,869 | 0.8% | 11 |
| ESCO TECHNOLOGIES INC | [ESE](https://holderbook.com/stocks/ESE/) | $115.6M | 330,297 | 0.8% | 6 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $112.7M | 1,056,871 | 0.8% | 11 |
| RED CAT HLDGS INC | [RCAT](https://holderbook.com/stocks/RCAT/) | $112.7M | 10,578,223 | 0.8% | 2 |
| BUTTERFLY NETWORK INC | [BFLY](https://holderbook.com/stocks/BFLY/) | $111.1M | 13,190,130 | 0.8% | 6 |
| CAVA GROUP INC | [CAVA](https://holderbook.com/stocks/CAVA/) | $110.4M | 1,406,249 | 0.8% | 2 |
| PROTAGONIST THERAPEUTICS INC | [PTGX](https://holderbook.com/stocks/PTGX/) | $108.2M | 882,738 | 0.8% | 2 |
| API GROUP CORP | [APG](https://holderbook.com/stocks/APG/) | $107.5M | 2,538,774 | 0.8% | 6 |
| DRAFTKINGS INC NEW | [DKNG](https://holderbook.com/stocks/DKNG/) | $107.2M | 4,245,469 | 0.8% | 3 |
| LIFE TIME GROUP HOLDINGS INC | [LTH](https://holderbook.com/stocks/LTH/) | $104.1M | 2,549,719 | 0.8% | 14 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $100.4M | 1,347,535 | 0.7% | 4 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $99.7M | 133,699 | 0.7% | 8 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $98.6M | 402,678 | 0.7% | 5 |
| ONDAS INC | [ONDS](https://holderbook.com/stocks/ONDS/) | $96.3M | 11,688,295 | 0.7% | 5 |
| KARMAN HLDGS INC | [KRMN](https://holderbook.com/stocks/KRMN/) | $95.6M | 1,915,993 | 0.7% | 5 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $93.8M | 501,716 | 0.7% | 9 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $93.1M | 564,254 | 0.7% | 1 |
| WESBANCO INC | [WSBC](https://holderbook.com/stocks/WSBC/) | $92.4M | 2,367,331 | 0.7% | 5 |
| ARROWHEAD PHARMACEUTICALS IN | [ARWR](https://holderbook.com/stocks/ARWR/) | $91.4M | 1,120,747 | 0.7% | 2 |
| MADRIGAL PHARMACEUTICALS INC | [MDGL](https://holderbook.com/stocks/MDGL/) | $90.8M | 169,084 | 0.7% | 7 |
| OSI SYSTEMS INC | [OSIS](https://holderbook.com/stocks/OSIS/) | $90.6M | 414,304 | 0.7% | 13 |
| RADNET INC | [RDNT](https://holderbook.com/stocks/RDNT/) | $89.8M | 1,456,205 | 0.7% | 13 |
| TG THERAPEUTICS INC | [TGTX](https://holderbook.com/stocks/TGTX/) | $87.9M | 1,600,510 | 0.6% | 10 |
| PALOMAR HLDGS INC | [PLMR](https://holderbook.com/stocks/PLMR/) | $86.2M | 682,283 | 0.6% | 2 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $85.3M | 4,938,602 | 0.6% | 5 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $84.9M | 1,172,170 | 0.6% | 1 |
| DENISON MINES CORP | [DNN](https://holderbook.com/stocks/DNN/) | $81.8M | 26,723,056 | 0.6% | 21 |
| ATRICURE INC | [ATRC](https://holderbook.com/stocks/ATRC/) | $81.3M | 2,905,299 | 0.6% | 9 |
| ENSIGN GROUP INC | [ENSG](https://holderbook.com/stocks/ENSG/) | $80.9M | 504,517 | 0.6% | 8 |
| USA RARE EARTH INC | [USAR](https://holderbook.com/stocks/USAR/) | $79.6M | 3,688,848 | 0.6% | 2 |
| NEUROCRINE BIOSCIENCES INC | [NBIX](https://holderbook.com/stocks/NBIX/) | $79.1M | 469,233 | 0.6% | 20 |
| GENIUS SPORTS LIMITED | [GENI](https://holderbook.com/stocks/GENI/) | $78.4M | 12,929,769 | 0.6% | 13 |
| ALMONTY INDS INC | [ALM](https://holderbook.com/stocks/ALM/) | $76.5M | 4,621,107 | 0.6% | 4 |
| SIGNET JEWELERS LIMITED | [SIG](https://holderbook.com/stocks/SIG/) | $75.7M | 878,274 | 0.5% | 5 |
| VSE CORP | [VSEC](https://holderbook.com/stocks/VSEC/) | $75.4M | 330,182 | 0.5% | 3 |
| SCHNEIDER NATIONAL INC | [SNDR](https://holderbook.com/stocks/SNDR/) | $70.3M | 1,924,667 | 0.5% | 3 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $67.9M | 140,435 | 0.5% | 3 |
| KIRBY CORP | [KEX](https://holderbook.com/stocks/KEX/) | $67.6M | 497,476 | 0.5% | 2 |
| WATERBRIDGE INFRASTRUCTURE L | [WBI](https://holderbook.com/stocks/WBI/) | $67.2M | 1,960,405 | 0.5% | 4 |
| UNIVERSAL TECHNICAL INST INC | [UTI](https://holderbook.com/stocks/UTI/) | $66.6M | 1,558,008 | 0.5% | 6 |
| CELCUITY INC | [CELC](https://holderbook.com/stocks/CELC/) | $65.7M | 628,411 | 0.5% | 1 |
| FABRINET | [FN](https://holderbook.com/stocks/FN/) | $65.5M | 116,477 | 0.5% | 8 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $60.1M | 107,147 | 0.4% | 22 |
| FLOWSERVE CORP | [FLS](https://holderbook.com/stocks/FLS/) | $59.5M | 801,659 | 0.4% | 4 |
| LIGHTPATH TECHNOLOGIES INC | [LPTH](https://holderbook.com/stocks/LPTH/) | $58.2M | 3,562,140 | 0.4% | 3 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $58.2M | 836,229 | 0.4% | 4 |
| TEXAS CAP BANCSHARES INC | [TCBI](https://holderbook.com/stocks/TCBI/) | $57.7M | 559,206 | 0.4% | 2 |
| OLLIES BARGAIN OUTLET HLDGS | [OLLI](https://holderbook.com/stocks/OLLI/) | $57.1M | 742,353 | 0.4% | 11 |
| INTERFACE INC | [TILE](https://holderbook.com/stocks/TILE/) | $56.8M | 1,584,452 | 0.4% | 7 |
| SYNDAX PHARMACEUTICALS INC | [SNDX](https://holderbook.com/stocks/SNDX/) | $56.1M | 2,564,279 | 0.4% | 3 |
| TRANSCAT INC | [TRNS](https://holderbook.com/stocks/TRNS/) | $55.8M | 601,541 | 0.4% | 6 |
| NEW ERA ENERGY & DIGITAL INC | [NUAI](https://holderbook.com/stocks/NUAI/) | $54.8M | 8,596,985 | 0.4% | 1 |
| FIVE BELOW INC | [FIVE](https://holderbook.com/stocks/FIVE/) | $51.3M | 285,102 | 0.4% | 4 |
| HA SUSTAINABLE INFRA CAP INC | [HASI](https://holderbook.com/stocks/HASI/) | $50.8M | 1,301,308 | 0.4% | 26 |
|  | - | $50.0M | 3,125,000 | 0.4% | 1 |
| TRANSMEDICS GROUP INC | [TMDX](https://holderbook.com/stocks/TMDX/) | $49.9M | 751,133 | 0.4% | 6 |
| AXOGEN INC | [AXGN](https://holderbook.com/stocks/AXGN/) | $49.3M | 1,067,072 | 0.4% | 1 |
| YORK SPACE SYSTEMS INC | [YSS](https://holderbook.com/stocks/YSS/) | $48.4M | 1,963,942 | 0.4% | 2 |
| ENOVIS CORPORATION | [ENOV](https://holderbook.com/stocks/ENOV/) | $47.6M | 2,299,326 | 0.3% | 7 |
| LANDBRIDGE COMPANY LLC | [LB](https://holderbook.com/stocks/LB/) | $47.0M | 592,619 | 0.3% | 7 |
| KNIFE RIVER CORP | [KNF](https://holderbook.com/stocks/KNF/) | $44.8M | 535,074 | 0.3% | 2 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $44.0M | 288,736 | 0.3% | 3 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $43.2M | 172,812 | 0.3% | 6 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $42.9M | 421,905 | 0.3% | 3 |
| X-ENERGY INC | [XE](https://holderbook.com/stocks/XE/) | $42.9M | 2,335,437 | 0.3% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $42.2M | 1,710,463 | 0.3% | 1 |
| ACADEMY SPORTS & OUTDOORS IN | [ASO](https://holderbook.com/stocks/ASO/) | $42.0M | 891,434 | 0.3% | 7 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $40.0M | 469,273 | 0.3% | 1 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $39.2M | 238,337 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +29.9% | +14.8% | +15.0% | 99% |
| Q1 2026 | +7.4% | -4.6% | +12.0% | 100% |
| Q4 2025 | +7.4% | +2.4% | +5.1% | 100% |
| Q3 2025 | +21.2% | +7.8% | +13.4% | 100% |
| Q2 2025 | +17.5% | +10.5% | +7.1% | 100% |
| Q1 2025 | -12.3% | -4.6% | -7.7% | 100% |
| Q4 2024 | +3.6% | +2.1% | +1.5% | 100% |
| Q3 2024 | +11.6% | +5.4% | +6.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $13.8B | 166 |
| Q1 2026 | $10.0B | 167 |
| Q4 2025 | $9.1B | 175 |
| Q3 2025 | $8.5B | 153 |
| Q2 2025 | $7.2B | 148 |
| Q1 2025 | $5.9B | 144 |
| Q4 2024 | $6.8B | 159 |
| Q3 2024 | $6.2B | 142 |
| Q2 2024 | $4.8B | 144 |
| Q1 2024 | $4.5B | 128 |
| Q4 2023 | $3.6B | 122 |
| Q3 2023 | $3.1B | 124 |