Filed: 5/15/2026ACC: 0001214659-26-006258
📋 What this filing means
HOOD RIVER CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $9.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$9.98B
Total AUM (reported)
279.23M
Total Shares
Allocation by class
COMMON STOCKS$9.98B100.0%
Portfolio Concentration
Top 3$1.31B13.1%
4–10$1.54B15.4%
11–25$1.97B19.8%
Rest$5.16B51.7%
Top 3 weight
13.1%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 279.23M
Sole
Full voting authority
270.85M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.38M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole167
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings167
Rows:
APPLIED DIGITAL CORP
SOLEShares23.08M
TypeSH
Market value$547.82M
5.49%
Sole
22.29M
Shared
0.00
None
781.54K
MASTEC INC
SOLEShares1.30M
TypeSH
Market value$416.78M
4.18%
Sole
1.25M
Shared
0.00
None
45.93K
COMFORT SYSTEMS USA INC
SOLEShares249.38K
TypeSH
Market value$343.90M
3.45%
Sole
240.80K
Shared
0.00
None
8.59K
DIGITALOCEAN HOLDINGS INC
SOLEShares3.49M
TypeSH
Market value$299.12M
3.00%
Sole
3.37M
Shared
0.00
None
116.55K
XPO INC
SOLEShares1.16M
TypeSH
Market value$225.64M
2.26%
Sole
1.12M
Shared
0.00
None
39.82K
BLOOM ENERGY CORP- A
SOLEShares1.58M
TypeSH
Market value$213.57M
2.14%
Sole
1.52M
Shared
0.00
None
53.69K
FIRSTCASH HOLDINGS INC
SOLEShares1.13M
TypeSH
Market value$213.18M
2.14%
Sole
1.10M
Shared
0.00
None
38.80K
DAVE INC
SOLEShares1.15M
TypeSH
Market value$199.49M
2.00%
Sole
1.11M
Shared
0.00
None
35.54K
LUMENTUM HOLDINGS INC
SOLEShares275.62K
TypeSH
Market value$193.70M
1.94%
Sole
266.14K
Shared
0.00
None
9.48K
KRATOS DEFENSE & SECURITY
SOLEShares2.71M
TypeSH
Market value$191.40M
1.92%
Sole
2.62M
Shared
0.00
None
94.51K
SEMTECH CORP
SOLEShares2.29M
TypeSH
Market value$175.89M
1.76%
Sole
2.21M
Shared
0.00
None
78.84K
BABCOCK & WILCOX ENTERPR
SOLEShares11.60M
TypeSH
Market value$170.46M
1.71%
Sole
11.21M
Shared
0.00
None
394.90K
KRYSTAL BIOTECH INC
SOLEShares619.59K
TypeSH
Market value$160.05M
1.60%
Sole
597.91K
Shared
0.00
None
21.68K
QXO INC
SOLEShares8.14M
TypeSH
Market value$158.00M
1.58%
Sole
7.86M
Shared
0.00
None
271.82K
KNIGHT-SWIFT TRANSPORTATION
SOLEShares2.68M
TypeSH
Market value$154.14M
1.54%
Sole
2.59M
Shared
0.00
None
90.16K
MADRIGAL PHARMACEUTICALS INC
SOLEShares249.51K
TypeSH
Market value$130.61M
1.31%
Sole
240.59K
Shared
0.00
None
8.92K
GUARDANT HEALTH INC
SOLEShares1.31M
TypeSH
Market value$121.01M
1.21%
Sole
1.27M
Shared
0.00
None
42.33K
CUSTOMERS BANCO
SOLEShares1.73M
TypeSH
Market value$120.17M
1.20%
Sole
1.67M
Shared
0.00
None
64.10K
LATTICE SEMICONDUCTOR CORP
SOLEShares1.29M
TypeSH
Market value$119.95M
1.20%
Sole
1.25M
Shared
0.00
None
43.80K
PRAXIS PRECISION MEDICINES I
SOLEShares358.62K
TypeSH
Market value$115.54M
1.16%
Sole
346.65K
Shared
0.00
None
11.97K
PTC THERAPEUTICS INC
SOLEShares1.66M
TypeSH
Market value$113.41M
1.14%
Sole
1.61M
Shared
0.00
None
56.51K
INSMED INC
SOLEShares688.55K
TypeSH
Market value$112.59M
1.13%
Sole
671.05K
Shared
0.00
None
17.51K
APPLIED OPTOELECTRONICS INC
SOLEShares1.28M
TypeSH
Market value$107.90M
1.08%
Sole
1.22M
Shared
0.00
None
53.26K
ALIGNMENT HEALTHCARE INC
SOLEShares6.05M
TypeSH
Market value$106.68M
1.07%
Sole
5.79M
Shared
0.00
None
260.19K
GRANITE CONSTRUCTION INC
SOLEShares889.49K
TypeSH
Market value$106.63M
1.07%
Sole
852.08K
Shared
0.00
None
37.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED DIGITAL CORPSOLE | COMMON STOCKS | 23.08M | SH | $547.82M 5.49% | 22.29M | 0.00 | 781.54K |
MASTEC INCSOLE | COMMON STOCKS | 1.30M | SH | $416.78M 4.18% | 1.25M | 0.00 | 45.93K |
COMFORT SYSTEMS USA INCSOLE | COMMON STOCKS | 249.38K | SH | $343.90M 3.45% | 240.80K | 0.00 | 8.59K |
DIGITALOCEAN HOLDINGS INCSOLE | COMMON STOCKS | 3.49M | SH | $299.12M 3.00% | 3.37M | 0.00 | 116.55K |
XPO INCSOLE | COMMON STOCKS | 1.16M | SH | $225.64M 2.26% | 1.12M | 0.00 | 39.82K |
BLOOM ENERGY CORP- ASOLE | COMMON STOCKS | 1.58M | SH | $213.57M 2.14% | 1.52M | 0.00 | 53.69K |
FIRSTCASH HOLDINGS INCSOLE | COMMON STOCKS | 1.13M | SH | $213.18M 2.14% | 1.10M | 0.00 | 38.80K |
DAVE INCSOLE | COMMON STOCKS | 1.15M | SH | $199.49M 2.00% | 1.11M | 0.00 | 35.54K |
LUMENTUM HOLDINGS INCSOLE | COMMON STOCKS | 275.62K | SH | $193.70M 1.94% | 266.14K | 0.00 | 9.48K |
KRATOS DEFENSE & SECURITYSOLE | COMMON STOCKS | 2.71M | SH | $191.40M 1.92% | 2.62M | 0.00 | 94.51K |
SEMTECH CORPSOLE | COMMON STOCKS | 2.29M | SH | $175.89M 1.76% | 2.21M | 0.00 | 78.84K |
BABCOCK & WILCOX ENTERPRSOLE | COMMON STOCKS | 11.60M | SH | $170.46M 1.71% | 11.21M | 0.00 | 394.90K |
KRYSTAL BIOTECH INCSOLE | COMMON STOCKS | 619.59K | SH | $160.05M 1.60% | 597.91K | 0.00 | 21.68K |
QXO INCSOLE | COMMON STOCKS | 8.14M | SH | $158.00M 1.58% | 7.86M | 0.00 | 271.82K |
KNIGHT-SWIFT TRANSPORTATIONSOLE | COMMON STOCKS | 2.68M | SH | $154.14M 1.54% | 2.59M | 0.00 | 90.16K |
MADRIGAL PHARMACEUTICALS INCSOLE | COMMON STOCKS | 249.51K | SH | $130.61M 1.31% | 240.59K | 0.00 | 8.92K |
GUARDANT HEALTH INCSOLE | COMMON STOCKS | 1.31M | SH | $121.01M 1.21% | 1.27M | 0.00 | 42.33K |
CUSTOMERS BANCOSOLE | COMMON STOCKS | 1.73M | SH | $120.17M 1.20% | 1.67M | 0.00 | 64.10K |
LATTICE SEMICONDUCTOR CORPSOLE | COMMON STOCKS | 1.29M | SH | $119.95M 1.20% | 1.25M | 0.00 | 43.80K |
PRAXIS PRECISION MEDICINES ISOLE | COMMON STOCKS | 358.62K | SH | $115.54M 1.16% | 346.65K | 0.00 | 11.97K |
PTC THERAPEUTICS INCSOLE | COMMON STOCKS | 1.66M | SH | $113.41M 1.14% | 1.61M | 0.00 | 56.51K |
INSMED INCSOLE | COMMON STOCKS | 688.55K | SH | $112.59M 1.13% | 671.05K | 0.00 | 17.51K |
APPLIED OPTOELECTRONICS INCSOLE | COMMON STOCKS | 1.28M | SH | $107.90M 1.08% | 1.22M | 0.00 | 53.26K |
ALIGNMENT HEALTHCARE INCSOLE | COMMON STOCKS | 6.05M | SH | $106.68M 1.07% | 5.79M | 0.00 | 260.19K |
GRANITE CONSTRUCTION INCSOLE | COMMON STOCKS | 889.49K | SH | $106.63M 1.07% | 852.08K | 0.00 | 37.41K |
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