Filed: 2/17/2026ACC: 0001214659-26-001836
📋 What this filing means
HOOD RIVER CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $9.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$9.12B
Total AUM (reported)
257.99M
Total Shares
Allocation by class
COMMON STOCKS$9.12B100.0%
Portfolio Concentration
Top 3$1.11B12.2%
4–10$1.26B13.8%
11–25$1.87B20.5%
Rest$4.88B53.5%
Top 3 weight
12.2%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 257.99M
Sole
Full voting authority
249.36M
shares
% of voting shares96.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.63M
shares
% of voting shares3.3%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeSole · 96.7% of voting shares
Institutional Holdings175
Rows:
APPLIED DIGITAL CORP
SOLEShares22.04M
TypeSH
Market value$540.36M
5.92%
Sole
21.22M
Shared
0.00
None
818.61K
MASTEC INC
SOLEShares1.48M
TypeSH
Market value$322.50M
3.54%
Sole
1.43M
Shared
0.00
None
55.84K
DAVE INC
SOLEShares1.12M
TypeSH
Market value$247.08M
2.71%
Sole
1.08M
Shared
0.00
None
37.02K
COMFORT SYSTEMS USA INC
SOLEShares245.86K
TypeSH
Market value$229.46M
2.52%
Sole
236.92K
Shared
0.00
None
8.94K
KRATOS DEFENSE & SECURITY
SOLEShares2.75M
TypeSH
Market value$208.41M
2.28%
Sole
2.64M
Shared
0.00
None
102.37K
FIRSTCASH HOLDINGS INC
SOLEShares1.12M
TypeSH
Market value$177.88M
1.95%
Sole
1.08M
Shared
0.00
None
40.30K
ONDAS INC
SOLEShares17.36M
TypeSH
Market value$169.41M
1.86%
Sole
16.92M
Shared
0.00
None
442.08K
SEMTECH CORP
SOLEShares2.24M
TypeSH
Market value$164.79M
1.81%
Sole
2.15M
Shared
0.00
None
82.06K
XPO INC
SOLEShares1.15M
TypeSH
Market value$156.15M
1.71%
Sole
1.11M
Shared
0.00
None
41.47K
QXO INC
SOLEShares8.05M
TypeSH
Market value$155.34M
1.70%
Sole
7.77M
Shared
0.00
None
282.90K
KRYSTAL BIOTECH INC
SOLEShares613.30K
TypeSH
Market value$151.20M
1.66%
Sole
590.73K
Shared
0.00
None
22.57K
ACI WORLDWIDE INC
SOLEShares3.04M
TypeSH
Market value$145.17M
1.59%
Sole
2.92M
Shared
0.00
None
112.61K
MADRIGAL PHARMACEUTICALS INC
SOLEShares247.56K
TypeSH
Market value$144.16M
1.58%
Sole
238.27K
Shared
0.00
None
9.29K
HCI GROUP INC
SOLEShares747.78K
TypeSH
Market value$143.34M
1.57%
Sole
714.98K
Shared
0.00
None
32.80K
BLOOM ENERGY CORP- A
SOLEShares1.56M
TypeSH
Market value$135.18M
1.48%
Sole
1.50M
Shared
0.00
None
55.93K
CUSTOMERS BANCO
SOLEShares1.73M
TypeSH
Market value$126.18M
1.38%
Sole
1.66M
Shared
0.00
None
66.72K
UNITY SOFTWARE INC
SOLEShares2.79M
TypeSH
Market value$123.32M
1.35%
Sole
2.69M
Shared
0.00
None
98.61K
ATRICURE INC
SOLEShares3.10M
TypeSH
Market value$122.50M
1.34%
Sole
2.98M
Shared
0.00
None
113.33K
ALIGNMENT HEALTHCARE INC
SOLEShares6.17M
TypeSH
Market value$121.93M
1.34%
Sole
5.90M
Shared
0.00
None
270.93K
LIFE TIME GROUP HOLDINGS INC
SOLEShares4.39M
TypeSH
Market value$116.78M
1.28%
Sole
4.23M
Shared
0.00
None
161.51K
LUMENTUM HOLDINGS INC
SOLEShares303.13K
TypeSH
Market value$111.73M
1.22%
Sole
291.87K
Shared
0.00
None
11.25K
INSMED INC
SOLEShares637.58K
TypeSH
Market value$110.96M
1.22%
Sole
619.34K
Shared
0.00
None
18.24K
CELSIUS HOLDINGS INC
SOLEShares2.41M
TypeSH
Market value$110.36M
1.21%
Sole
2.32M
Shared
0.00
None
88.39K
CIENA CORP
SOLEShares453.78K
TypeSH
Market value$106.13M
1.16%
Sole
438.08K
Shared
0.00
None
15.70K
CLEARWATER ANALYTICS HDS-A
SOLEShares4.30M
TypeSH
Market value$103.83M
1.14%
Sole
4.15M
Shared
0.00
None
155.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED DIGITAL CORPSOLE | COMMON STOCKS | 22.04M | SH | $540.36M 5.92% | 21.22M | 0.00 | 818.61K |
MASTEC INCSOLE | COMMON STOCKS | 1.48M | SH | $322.50M 3.54% | 1.43M | 0.00 | 55.84K |
DAVE INCSOLE | COMMON STOCKS | 1.12M | SH | $247.08M 2.71% | 1.08M | 0.00 | 37.02K |
COMFORT SYSTEMS USA INCSOLE | COMMON STOCKS | 245.86K | SH | $229.46M 2.52% | 236.92K | 0.00 | 8.94K |
KRATOS DEFENSE & SECURITYSOLE | COMMON STOCKS | 2.75M | SH | $208.41M 2.28% | 2.64M | 0.00 | 102.37K |
FIRSTCASH HOLDINGS INCSOLE | COMMON STOCKS | 1.12M | SH | $177.88M 1.95% | 1.08M | 0.00 | 40.30K |
ONDAS INCSOLE | COMMON STOCKS | 17.36M | SH | $169.41M 1.86% | 16.92M | 0.00 | 442.08K |
SEMTECH CORPSOLE | COMMON STOCKS | 2.24M | SH | $164.79M 1.81% | 2.15M | 0.00 | 82.06K |
XPO INCSOLE | COMMON STOCKS | 1.15M | SH | $156.15M 1.71% | 1.11M | 0.00 | 41.47K |
QXO INCSOLE | COMMON STOCKS | 8.05M | SH | $155.34M 1.70% | 7.77M | 0.00 | 282.90K |
KRYSTAL BIOTECH INCSOLE | COMMON STOCKS | 613.30K | SH | $151.20M 1.66% | 590.73K | 0.00 | 22.57K |
ACI WORLDWIDE INCSOLE | COMMON STOCKS | 3.04M | SH | $145.17M 1.59% | 2.92M | 0.00 | 112.61K |
MADRIGAL PHARMACEUTICALS INCSOLE | COMMON STOCKS | 247.56K | SH | $144.16M 1.58% | 238.27K | 0.00 | 9.29K |
HCI GROUP INCSOLE | COMMON STOCKS | 747.78K | SH | $143.34M 1.57% | 714.98K | 0.00 | 32.80K |
BLOOM ENERGY CORP- ASOLE | COMMON STOCKS | 1.56M | SH | $135.18M 1.48% | 1.50M | 0.00 | 55.93K |
CUSTOMERS BANCOSOLE | COMMON STOCKS | 1.73M | SH | $126.18M 1.38% | 1.66M | 0.00 | 66.72K |
UNITY SOFTWARE INCSOLE | COMMON STOCKS | 2.79M | SH | $123.32M 1.35% | 2.69M | 0.00 | 98.61K |
ATRICURE INCSOLE | COMMON STOCKS | 3.10M | SH | $122.50M 1.34% | 2.98M | 0.00 | 113.33K |
ALIGNMENT HEALTHCARE INCSOLE | COMMON STOCKS | 6.17M | SH | $121.93M 1.34% | 5.90M | 0.00 | 270.93K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCKS | 4.39M | SH | $116.78M 1.28% | 4.23M | 0.00 | 161.51K |
LUMENTUM HOLDINGS INCSOLE | COMMON STOCKS | 303.13K | SH | $111.73M 1.22% | 291.87K | 0.00 | 11.25K |
INSMED INCSOLE | COMMON STOCKS | 637.58K | SH | $110.96M 1.22% | 619.34K | 0.00 | 18.24K |
CELSIUS HOLDINGS INCSOLE | COMMON STOCKS | 2.41M | SH | $110.36M 1.21% | 2.32M | 0.00 | 88.39K |
CIENA CORPSOLE | COMMON STOCKS | 453.78K | SH | $106.13M 1.16% | 438.08K | 0.00 | 15.70K |
CLEARWATER ANALYTICS HDS-ASOLE | COMMON STOCKS | 4.30M | SH | $103.83M 1.14% | 4.15M | 0.00 | 155.66K |
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