Hood River Capital Management LLC
CIK: 0001578177Latest portfolio: $9.1B · Q4 2025
Holdings
175
Total Value
$9.1B
New Positions
43
Closed Positions
23
Top Holdings
View All 175 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 22,037,431 | $540.4M | 5.92% | +991K | |
| 2 | MTZMASTEC INC | 1,483,661 | $322.5M | 3.54% | -162,764 | |
| 3 | DAVEDAVE INC | 1,115,931 | $247.1M | 2.71% | +35K | |
| 4 | FIXCOMFORT SYSTEMS USA INC | 245,857 | $229.5M | 2.52% | +5K | |
| 5 | KTOSKRATOS DEFENSE & SECURITY | 2,745,472 | $208.4M | 2.28% | +52K | |
| 6 | FCFSFIRSTCASH HOLDINGS INC | 1,116,102 | $177.9M | 1.95% | +308K | |
| 7 | ONDSONDAS INC | 17,357,213 | $169.4M | 1.86% | +1.3M | |
| 8 | SMTCSEMTECH CORP | 2,236,224 | $164.8M | 1.81% | +40K | |
| 9 | XPOXPO INC | 1,148,950 | $156.2M | 1.71% | +21K | |
| 10 | QXOQXO INC | 8,052,900 | $155.3M | 1.70% | -169,561 | |
| 11 | KRYSKRYSTAL BIOTECH INC | 613,302 | $151.2M | 1.66% | +6K | |
| 12 | TSAACI WORLDWIDE INC | 3,036,491 | $145.2M | 1.59% | +54K | |
| 13 | MDGLMADRIGAL PHARMACEUTICALS INC | 247,560 | $144.2M | 1.58% | +5K | |
| 14 | HCIHCI GROUP INC | 747,783 | $143.3M | 1.57% | +7K | |
| 15 | BEBLOOM ENERGY CORP- A | 1,555,734 | $135.2M | 1.48% | NEW | |
| 16 | CUBICUSTOMERS BANCO | 1,725,701 | $126.2M | 1.38% | +14K | |
| 17 | UUNITY SOFTWARE INC | 2,792,007 | $123.3M | 1.35% | +16K | |
| 18 | ATRCATRICURE INC | 3,096,611 | $122.5M | 1.34% | +51K | |
| 19 | ALHCALIGNMENT HEALTHCARE INC | 6,173,433 | $121.9M | 1.34% | +256K | |
| 20 | LTHLIFE TIME GROUP HOLDINGS INC | 4,393,585 | $116.8M | 1.28% | +80K | |
| 21 | LITELUMENTUM HOLDINGS INC | 303,126 | $111.7M | 1.22% | -295,693 | |
| 22 | IM8NINSMED INC | 637,577 | $111.0M | 1.22% | -243,826 | |
| 23 | CELHCELSIUS HOLDINGS INC | 2,412,682 | $110.4M | 1.21% | +1.0M | |
| 24 | CIENCIENA CORP | 453,779 | $106.1M | 1.16% | -729,428 | |
| 25 | CWANCLEARWATER ANALYTICS HDS-A | 4,304,707 | $103.8M | 1.14% | +240K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($5.403572470781694e+189T)
Healthcare0.0% ($1.512031441641225e+149T)
Industrials0.0% ($3.225032294552084e+130T)
Consumer Cyclical0.0% ($1.1678170473689608e+79T)
Financial Services0.0% ($1.7788414334212618e+72T)
Unknown0.0% ($1.4517411096371856e+46T)
Communication Services0.0% ($76638755751979630592.0T)
Consumer Defensive0.0% ($1103569909242290.3T)
Energy0.0% ($304262727413603.1T)
Basic Materials0.0% ($61.1T)
Real Estate0.0% ($6.8M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $9.1B | 175 |
| Q3 2025 | Nov 14, 2025 | $8.5T | 156 |
| Q2 2025 | Aug 14, 2025 | $7.2T | 148 |
| Q1 2025 | May 15, 2025 | $5.9T | 144 |
| Q4 2024 | Feb 14, 2025 | $6.8T | 159 |
| Q3 2024 | Nov 14, 2024 | $6193.8T | 142 |
| Q2 2024 | Aug 14, 2024 | $4826.0T | 144 |
| Q1 2024 | May 15, 2024 | $4483.0T | 128 |
| Q4 2023 | Feb 14, 2024 | $3636.6T | 122 |
| Q3 2023 | Nov 14, 2023 | $3114.8T | 124 |
| Q2 2023 | Aug 14, 2023 | $3360.6T | 121 |
| Q1 2023 | May 15, 2023 | $3088.2T | 114 |
| Q4 2022 | Feb 14, 2023 | $2752.4T | 105 |
| Q3 2022 | Nov 14, 2022 | $2.6T | 120 |
| Q2 2022 | Aug 15, 2022 | $2.5T | 121 |
| Q1 2022 | May 16, 2022 | $3.0T | 151 |
| Q4 2021 | Feb 14, 2022 | $3.3T | 147 |
| Q3 2021 | Nov 15, 2021 | $3.2T | 147 |
| Q2 2021 | Aug 13, 2021 | $3.4T | 114 |
| Q1 2021 | May 17, 2021 | $3.1T | 116 |
| Q4 2020 | Feb 16, 2021 | $3.0T | 105 |
| Q3 2020 | Nov 16, 2020 | $2.3T | 103 |
| Q2 2020 | Aug 14, 2020 | $2.2T | 101 |
| Q1 2020 | May 15, 2020 | $1.7T | 98 |
| Q4 2019 | Feb 13, 2020 | $2.3T | 102 |
| Q3 2019 | Nov 13, 2019 | $2.0T | 101 |
| Q2 2019 | Aug 13, 2019 | $2.1T | 104 |
| Q1 2019 | May 14, 2019 | $2.0T | 105 |
| Q4 2018 | Feb 13, 2019 | $1.7T | 101 |
| Q3 2018 | Nov 14, 2018 | $2.3T | 100 |
| Q2 2018 | Jul 30, 2018 | $1.9T | 96 |
| Q1 2018 | May 7, 2018 | $1.8T | 92 |
| Q4 2017 | Feb 7, 2018 | $1.7T | 89 |
| Q3 2017 | Nov 7, 2017 | $1.6T | 93 |
| Q2 2017 | Aug 11, 2017 | $1.4T | 87 |
| Q1 2017 | May 9, 2017 | $1.3T | 94 |
| Q4 2016 | Feb 7, 2017 | $1.1T | 94 |
| Q3 2016 | Nov 2, 2016 | $975.8B | 94 |
| Q2 2016 | Jul 28, 2016 | $747.4B | 90 |
| Q1 2016 | May 3, 2016 | $748.9B | 91 |
Fund Information
Hood River Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $9.1B across 175 holdings. The largest position is APPLIED DIGITAL CORP (APLD), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 45 new positions and closed 23 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.