Hood River Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Hood River Capital Management LLC held in its portfolio 175 assets valued at $9,121,716,552 (i.e. $9.12B).

The most valuable assets in the portfolio included: APPLIED DIGITAL CORP ($540.36M), MASTEC INC ($322.50M), and DAVE INC ($247.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 175 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Hood River Capital Management LLC Portfolio
APPLIED DIGITAL CORP
MASTEC INC
DAVE INC
COMFORT SYSTEMS USA INC
KRATOS DEFENSE & SECURITY
FIRSTCASH HOLDINGS INC
ONDAS INC
SEMTECH CORP
XPO INC
QXO INC
Hood River Capital Management LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLIED DIGITAL CORP 22037431 540357808 COMMON STOCKS
MASTEC INC 1483661 322503392 COMMON STOCKS
DAVE INC 1115931 247078283 COMMON STOCKS
COMFORT SYSTEMS USA INC 245857 229455880 COMMON STOCKS
KRATOS DEFENSE & SECURITY 2745472 208408780 COMMON STOCKS
FIRSTCASH HOLDINGS INC 1116102 177884337 COMMON STOCKS
ONDAS INC 17357213 169406399 COMMON STOCKS
SEMTECH CORP 2236224 164787347 COMMON STOCKS
XPO INC 1148950 156153795 COMMON STOCKS
QXO INC 8052900 155340441 COMMON STOCKS
KRYSTAL BIOTECH INC 613302 151203475 COMMON STOCKS
ACI WORLDWIDE INC 3036491 145174635 COMMON STOCKS
MADRIGAL PHARMACEUTICALS INC 247560 144164090 COMMON STOCKS
HCI GROUP INC 747783 143342523 COMMON STOCKS
BLOOM ENERGY CORP- A 1555734 135177727 COMMON STOCKS
CUSTOMERS BANCO 1725701 126183257 COMMON STOCKS
UNITY SOFTWARE INC 2792007 123322949 COMMON STOCKS
ATRICURE INC 3096611 122501931 COMMON STOCKS
ALIGNMENT HEALTHCARE INC 6173433 121925302 COMMON STOCKS
LIFE TIME GROUP HOLDINGS INC 4393585 116781489 COMMON STOCKS
LUMENTUM HOLDINGS INC 303126 111729212 COMMON STOCKS
INSMED INC 637577 110963901 COMMON STOCKS
CELSIUS HOLDINGS INC 2412682 110356075 COMMON STOCKS
CIENA CORP 453779 106125295 COMMON STOCKS
CLEARWATER ANALYTICS HDS-A 4304707 103829533 COMMON STOCKS
GUARDANT HEALTH INC 978515 99945522 COMMON STOCKS
RADNET INC 1395891 99596823 COMMON STOCKS
OLLIES BARGAIN OUTLET HLDG INC 904043 99092153 COMMON STOCKS
OSI SYSTEMS INC 379374 96763132 COMMON STOCKS
GRANITE CONSTRUCTION INC 836528 96493505 COMMON STOCKS
BRIDGEBIO PHARMA INC 1255185 96009101 COMMON STOCKS
PEGASYTEMS INC 1588403 94859427 COMMON STOCKS
SITIME CORP 268149 94707545 COMMON STOCKS
KARMAN HOLDINGS INC 1293435 94640639 COMMON STOCKS
SCHOLAR ROCK HOLDING CORP 2026758 89278690 COMMON STOCKS
API GROUP CORP 2315987 88609663 COMMON STOCKS
ENSIGN GROUP INC/THE 492003 85706923 COMMON STOCKS
PRAXIS PRECISION MEDICINES I 289467 85317504 COMMON STOCKS
TRANSMEDICS GROUP INC 690357 83981929 COMMON STOCKS
KNIGHT-SWIFT TRANSPORTATION 1587046 82970765 COMMON STOCKS
GENIUS SPORTS LTD 6954535 76638976 COMMON STOCKS
PTC THERAPEUTICS INC 1003075 76193577 COMMON STOCKS
GLOBALSTAR 1238132 75575577 COMMON STOCKS
REVOLUTION MEDICINES INC 945585 75315845 COMMON STOCKS
DENISON MINES CORP 27013269 71855296 COMMON STOCKS
EAST WEST BANCORP INC 635682 71444300 COMMON STOCKS
SIGNET JEWELERS LTD 850311 70473776 COMMON STOCKS
CORE & MAIN INC-CLASS A 1330800 69161676 COMMON STOCKS
MODINE MANUFACTURING CO 516520 68960585 COMMON STOCKS
RUSH STREET INTERACTIVE INC 3531704 68621009 COMMON STOCKS
LATTICE SEMICONDUCTOR CORP 922577 67883216 COMMON STOCKS
BABCOCK & WILCOX ENTERPR 10648389 67510786 COMMON STOCKS
AXSOME THERAPEUTICS INC 366176 66878385 COMMON STOCKS
EXLSERVICE HOLDINGS INC 1574133 66806205 COMMON STOCKS
RAMBUS INC 708846 65135859 COMMON STOCKS
MIRION TECHNOLOGIES INC 2780137 65110809 COMMON STOCKS
EAGLE MATERIALS INC 295645 61103909 COMMON STOCKS
ESCO TECHNOLOGIES INC 300195 58655101 COMMON STOCKS
FLOWSERVE CORP 832335 57747402 COMMON STOCKS
NEUROCRINE BIOSCIENCES INC 389297 55213994 COMMON STOCKS
DIGITALOCEAN HOLDINGS INC 1138128 54766719 COMMON STOCKS
GRAND CANYON EDUCATION INC 311436 51794921 COMMON STOCKS
FIVE BELOW 266389 50177032 COMMON STOCKS
SYNDAX PHARMACEUTICALS INC 2316553 48670779 COMMON STOCKS
HUT 8 CORP 1041669 47854274 COMMON STOCKS
NUVALENT INC-A 475440 47824510 COMMON STOCKS
TG THERAPEUTICS INC 1581234 47136586 COMMON STOCKS
XOMETRY INC-A 782783 46552105 COMMON STOCKS
ENOVIS CORP 1738185 46305248 COMMON STOCKS
TOWER SEMICONDUCTOR LTD 393992 46262541 COMMON STOCKS
ACADEMY SPORTS & OUTDOORS IN 924935 46209753 COMMON STOCKS
ALMONTY INDUSTRIES INC 5231489 46089418 COMMON STOCKS
INTERFACE INC 1643498 45886464 COMMON STOCKS
APPLIED OPTOELECTRONICS INC 1275621 44468148 COMMON STOCKS
TTM TECHNOLOGIES 633940 43741860 COMMON STOCKS
AXON ENTERPRISE INC 74733 42443113 COMMON STOCKS
UNIVERSAL TECHNICAL INSTITUT 1618453 42290177 COMMON STOCKS
BLACKBERRY LTD 11084465 42010122 COMMON STOCKS
CRINETICS PHARMACEUTICALS IN 897403 41774110 COMMON STOCKS
FABRINET 82157 37404439 COMMON STOCKS
AXT INC 2012228 32899928 COMMON STOCKS
ODDITY TECH LTD-CL A 783730 31490271 COMMON STOCKS
NCINO INC 1226726 31453255 COMMON STOCKS
CAMPING WORLD HOLDINGS INC-A 3185403 30993971 COMMON STOCKS
TRANSCAT INC 545816 30964142 COMMON STOCKS
KURA SUSHI USA INC CLASS A 589511 30849111 COMMON STOCKS
FRESHPET INC 504276 30725537 COMMON STOCKS
LANDBRIDGE CO LLC-A 621071 30426268 COMMON STOCKS
NLIGHT INC 804457 30175182 COMMON STOCKS
WESBANCO INC 894431 29730886 COMMON STOCKS
CLEAN HARBORS INC 126765 29723857 COMMON STOCKS
SOLENO THERAPEUTICS INC 618005 28613632 COMMON STOCKS
Q2 HOLDINGS INC 393041 28361839 COMMON STOCKS
CALIX INC. 523261 27696205 COMMON STOCKS
NORTHERN OIL AND GAS INC 1270371 27274865 COMMON STOCKS
SCHNEIDER NATIONAL INC-CL B 1026734 27239253 COMMON STOCKS
SYMBOTIC INC 453992 27012524 COMMON STOCKS
HA SUSTAINABLE INFRASTRUCTURE 845496 26573939 COMMON STOCKS
BUTTERFLY NETWORK INC 6954486 26427047 COMMON STOCKS
RHYTHM PHARMACEUTICALS INC 237043 25373083 COMMON STOCKS
RXO INC 1993491 25197726 COMMON STOCKS
GFL ENVIRONMENTAL INC-SUB VT 585346 25140611 COMMON STOCKS
LIGHTPATH TECHNOLOGIES INC-A 2325938 25120130 COMMON STOCKS
ALPHATEC HOLDINGS INC 1138350 23950884 COMMON STOCKS
NRG ENERGY INC 150321 23937116 COMMON STOCKS
MIRUM PHARMACEUTICALS INC 280028 22119412 COMMON STOCKS
ARCELLX INC 335500 21874600 COMMON STOCKS
SLIDE INSURANCE HOLDINGS INC 1071513 20873073 COMMON STOCKS
WESTERN ALLIANCE BANCORP 246208 20698707 COMMON STOCKS
TWILIO INC - A 139174 19796110 COMMON STOCKS
PAR TECHNOLOGY CORP/DEL 526726 19109619 COMMON STOCKS
SELECT MEDICAL HOLDINGS CORP 1266887 18813272 COMMON STOCKS
TAKE-TWO INTERACTIVE SOFTWRE 67886 17380853 COMMON STOCKS
ROCKET LAB CORP 242124 16890570 COMMON STOCKS
HIPPO HOLDINGS INC 518376 15592750 COMMON STOCKS
REDDIT INC-CL A 66296 15239462 COMMON STOCKS
KESTRA MEDICAL TECHNOLOGIES 560457 14863320 COMMON STOCKS
TERADYNE INC 75898 14690817 COMMON STOCKS
LOVESAC CO/THE 987744 14569224 COMMON STOCKS
ANTERO RESOURCES CORP 394760 13603430 COMMON STOCKS
VSE CORP 75554 13053465 COMMON STOCKS
WATERBRIDGE INFRASTRUC-CL A 608391 12173904 COMMON STOCKS
UNITED STATES ANTIMONY CORP 2405272 12074465 COMMON STOCKS
RALPH LAUREN 31594 11171954 COMMON STOCKS
EXZEO GROUP INC 442568 10732274 COMMON STOCKS
UNUSUAL MACHINES INC /US 834250 10628345 COMMON STOCKS
MKS INC 58878 9408704 COMMON STOCKS
WILLIAMS SONOMA INC 52662 9404907 COMMON STOCKS
CYTOKINETICS INC 137597 8742913 COMMON STOCKS
COHERENT INC 46186 8524550 COMMON STOCKS
CARILOHA INC - PROMISSORY NOTE 7715762 7715762 COMMON STOCKS
SOFI TECHNOLOGIES INC 291690 7636444 COMMON STOCKS
CURTISS WRIGHT CORP 13309 7336852 COMMON STOCKS
EXPAND ENERGY CORP 64310 7097252 COMMON STOCKS
AMER SPORTS INC 184045 6874081 COMMON STOCKS
VIKING HOLDINGS LTD 96056 6859359 COMMON STOCKS
COMSTOCK INC 1815267 6825404 COMMON STOCKS
OKTA INC 77959 6741115 COMMON STOCKS
NATIONAL HEALTHCARE CORP 47856 6560579 COMMON STOCKS
INTUITIVE MACHINES INC 402922 6539424 COMMON STOCKS
AMPRIUS TECHNOLOGIES INC 809744 6388880 COMMON STOCKS
VISTEON CORP 60161 5721311 COMMON STOCKS
DRAFTKINGS INC - CL A 149220 5142121 COMMON STOCKS
CAMECO CORP 52640 4816034 COMMON STOCKS
QNITY ELECTRONICS INC 53603 4376685 COMMON STOCKS
DUPONT DE NEMOURS INC 107214 4310003 COMMON STOCKS
ESTABLISHMENT LABS HOLDINGS 58309 4249560 COMMON STOCKS
RED VIOLET INC 69465 3956032 COMMON STOCKS
SEQUANS PREFUNDED WARRANTS 731540 3284615 COMMON STOCKS
BUILD-A-BEAR WORKSHOP INC 52689 3228255 COMMON STOCKS
GRUPO CIBEST SA-ADR 46041 2928668 COMMON STOCKS
SENSEONICS HOLDINGS INC 421032 2324097 COMMON STOCKS
IREN LTD 58634 2214606 COMMON STOCKS
CREDICORP LTD 7462 2141594 COMMON STOCKS
KASPI KZ JSC 24258 1895278 COMMON STOCKS
PHOENIX EDUCATION PARTNERS I 56223 1703557 COMMON STOCKS
A2Z CUST2MATE SOLUTIONS CORP 227721 1482464 COMMON STOCKS
JUMIA TECHNOLOGIES AG-ADR 110767 1383480 COMMON STOCKS
ENERGY FUELS INC 56000 814240 COMMON STOCKS
OWLET INC 35000 566650 COMMON STOCKS
IMPLANTICA AG-A SDR 83204 453149 COMMON STOCKS
GORILLA TECHNOLOGY GROUP INC 37100 405132 COMMON STOCKS
TAIWAN SEMICONDUCTOR-SP ADR 433 131584 COMMON STOCKS
ALIBABA GROUP HOLDING SP ADR 253 37085 COMMON STOCKS
VALE SA-SP ADR 1300 16939 COMMON STOCKS
NU HOLDINGS LTD/CAYMAN ISL-A 930 15698 COMMON STOCKS
HDFC BANK LTD ADR 395 14433 COMMON STOCKS
ICICI BANK LTD SPON ADR 480 14304 COMMON STOCKS
ATRENEW INC 2190 11607 COMMON STOCKS
EMBRAER SA-SPON ADR 160 10299 COMMON STOCKS
KB FINANCIAL GROUP INC-ADR 119 10239 COMMON STOCKS
SHARKNINJA INC 55 6155 COMMON STOCKS
BAIDU INC - SPON ADR 45 5880 COMMON STOCKS
SHINHAN FINANCIAL GROUP-ADR 100 5363 COMMON STOCKS
IMMUNOVANT INC 100 2542 COMMON STOCKS