Filed: 8/14/2026ACC: 0001214659-26-010150
📋 What this filing means
HOOD RIVER CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $13.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
166
Positions
$13.79B
Total AUM (reported)
313.87M
Total Shares
Allocation by class
COMMON STOCKS$13.79B100.0%
Portfolio Concentration
Top 3$1.99B14.4%
4–10$2.20B15.9%
11–25$2.73B19.8%
Rest$6.87B49.8%
Top 3 weight
14.4%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 313.87M
Sole
Full voting authority
304.77M
shares
% of voting shares97.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.10M
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole166
Shared0
Other0
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings166
Rows:
APPLIED DIGITAL CORP
SOLEShares22.52M
TypeSH
Market value$839.95M
6.09%
Sole
21.77M
Shared
0.00
None
745.06K
DIGITALOCEAN HOLDINGS INC
SOLEShares4.20M
TypeSH
Market value$659.64M
4.78%
Sole
4.07M
Shared
0.00
None
134.22K
MASTEC INC
SOLEShares1.17M
TypeSH
Market value$488.42M
3.54%
Sole
1.13M
Shared
0.00
None
40.84K
DAVE INC
SOLEShares1.10M
TypeSH
Market value$411.44M
2.98%
Sole
1.07M
Shared
0.00
None
35.54K
BLOOM ENERGY CORP- A
SOLEShares1.35M
TypeSH
Market value$407.40M
2.95%
Sole
1.30M
Shared
0.00
None
41.65K
SEMTECH CORP
SOLEShares2.25M
TypeSH
Market value$364.22M
2.64%
Sole
2.18M
Shared
0.00
None
73.41K
XPO INC
SOLEShares1.30M
TypeSH
Market value$266.35M
1.93%
Sole
1.26M
Shared
0.00
None
39.82K
FIRSTCASH HOLDINGS INC
SOLEShares1.22M
TypeSH
Market value$264.32M
1.92%
Sole
1.18M
Shared
0.00
None
38.80K
KRYSTAL BIOTECH INC
SOLEShares663.38K
TypeSH
Market value$246.56M
1.79%
Sole
641.70K
Shared
0.00
None
21.68K
KNIGHT-SWIFT TRANSPORTATION
SOLEShares3.06M
TypeSH
Market value$238.15M
1.73%
Sole
2.96M
Shared
0.00
None
95.49K
LUMENTUM HOLDINGS INC
SOLEShares262.76K
TypeSH
Market value$225.46M
1.63%
Sole
254.16K
Shared
0.00
None
8.60K
LATTICE SEMICONDUCTOR CORP
SOLEShares1.47M
TypeSH
Market value$224.78M
1.63%
Sole
1.42M
Shared
0.00
None
45.91K
LIVANOVA PLC
SOLEShares2.57M
TypeSH
Market value$210.96M
1.53%
Sole
2.48M
Shared
0.00
None
85.60K
GUARDANT HEALTH INC
SOLEShares1.40M
TypeSH
Market value$209.34M
1.52%
Sole
1.35M
Shared
0.00
None
42.33K
APPLIED OPTOELECTRONICS INC
SOLEShares1.39M
TypeSH
Market value$206.31M
1.50%
Sole
1.34M
Shared
0.00
None
53.26K
BABCOCK & WILCOX ENTERPR
SOLEShares13.69M
TypeSH
Market value$193.02M
1.40%
Sole
13.26M
Shared
0.00
None
427.99K
XOMETRY INC-A
SOLEShares1.99M
TypeSH
Market value$191.92M
1.39%
Sole
1.93M
Shared
0.00
None
61.89K
HUT 8 CORP
SOLEShares1.65M
TypeSH
Market value$190.70M
1.38%
Sole
1.61M
Shared
0.00
None
45.96K
RXO INC
SOLEShares6.48M
TypeSH
Market value$178.74M
1.30%
Sole
6.20M
Shared
0.00
None
279.10K
KRATOS DEFENSE & SECURITY
SOLEShares3.14M
TypeSH
Market value$156.45M
1.13%
Sole
3.03M
Shared
0.00
None
109.92K
CUSTOMERS BANCO
SOLEShares1.94M
TypeSH
Market value$153.61M
1.11%
Sole
1.88M
Shared
0.00
None
66.93K
CLEAN HARBORS INC
SOLEShares498.75K
TypeSH
Market value$149.00M
1.08%
Sole
482.29K
Shared
0.00
None
16.46K
BLACKBERRY LTD
SOLEShares11.67M
TypeSH
Market value$147.66M
1.07%
Sole
11.16M
Shared
0.00
None
510.42K
ALIGNMENT HEALTHCARE INC
SOLEShares6.18M
TypeSH
Market value$147.25M
1.07%
Sole
5.91M
Shared
0.00
None
269.66K
BANDWIDTH INC-CLASS A
SOLEShares2.30M
TypeSH
Market value$145.33M
1.05%
Sole
2.22M
Shared
0.00
None
71.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED DIGITAL CORPSOLE | COMMON STOCKS | 22.52M | SH | $839.95M 6.09% | 21.77M | 0.00 | 745.06K |
DIGITALOCEAN HOLDINGS INCSOLE | COMMON STOCKS | 4.20M | SH | $659.64M 4.78% | 4.07M | 0.00 | 134.22K |
MASTEC INCSOLE | COMMON STOCKS | 1.17M | SH | $488.42M 3.54% | 1.13M | 0.00 | 40.84K |
DAVE INCSOLE | COMMON STOCKS | 1.10M | SH | $411.44M 2.98% | 1.07M | 0.00 | 35.54K |
BLOOM ENERGY CORP- ASOLE | COMMON STOCKS | 1.35M | SH | $407.40M 2.95% | 1.30M | 0.00 | 41.65K |
SEMTECH CORPSOLE | COMMON STOCKS | 2.25M | SH | $364.22M 2.64% | 2.18M | 0.00 | 73.41K |
XPO INCSOLE | COMMON STOCKS | 1.30M | SH | $266.35M 1.93% | 1.26M | 0.00 | 39.82K |
FIRSTCASH HOLDINGS INCSOLE | COMMON STOCKS | 1.22M | SH | $264.32M 1.92% | 1.18M | 0.00 | 38.80K |
KRYSTAL BIOTECH INCSOLE | COMMON STOCKS | 663.38K | SH | $246.56M 1.79% | 641.70K | 0.00 | 21.68K |
KNIGHT-SWIFT TRANSPORTATIONSOLE | COMMON STOCKS | 3.06M | SH | $238.15M 1.73% | 2.96M | 0.00 | 95.49K |
LUMENTUM HOLDINGS INCSOLE | COMMON STOCKS | 262.76K | SH | $225.46M 1.63% | 254.16K | 0.00 | 8.60K |
LATTICE SEMICONDUCTOR CORPSOLE | COMMON STOCKS | 1.47M | SH | $224.78M 1.63% | 1.42M | 0.00 | 45.91K |
LIVANOVA PLCSOLE | COMMON STOCKS | 2.57M | SH | $210.96M 1.53% | 2.48M | 0.00 | 85.60K |
GUARDANT HEALTH INCSOLE | COMMON STOCKS | 1.40M | SH | $209.34M 1.52% | 1.35M | 0.00 | 42.33K |
APPLIED OPTOELECTRONICS INCSOLE | COMMON STOCKS | 1.39M | SH | $206.31M 1.50% | 1.34M | 0.00 | 53.26K |
BABCOCK & WILCOX ENTERPRSOLE | COMMON STOCKS | 13.69M | SH | $193.02M 1.40% | 13.26M | 0.00 | 427.99K |
XOMETRY INC-ASOLE | COMMON STOCKS | 1.99M | SH | $191.92M 1.39% | 1.93M | 0.00 | 61.89K |
HUT 8 CORPSOLE | COMMON STOCKS | 1.65M | SH | $190.70M 1.38% | 1.61M | 0.00 | 45.96K |
RXO INCSOLE | COMMON STOCKS | 6.48M | SH | $178.74M 1.30% | 6.20M | 0.00 | 279.10K |
KRATOS DEFENSE & SECURITYSOLE | COMMON STOCKS | 3.14M | SH | $156.45M 1.13% | 3.03M | 0.00 | 109.92K |
CUSTOMERS BANCOSOLE | COMMON STOCKS | 1.94M | SH | $153.61M 1.11% | 1.88M | 0.00 | 66.93K |
CLEAN HARBORS INCSOLE | COMMON STOCKS | 498.75K | SH | $149.00M 1.08% | 482.29K | 0.00 | 16.46K |
BLACKBERRY LTDSOLE | COMMON STOCKS | 11.67M | SH | $147.66M 1.07% | 11.16M | 0.00 | 510.42K |
ALIGNMENT HEALTHCARE INCSOLE | COMMON STOCKS | 6.18M | SH | $147.25M 1.07% | 5.91M | 0.00 | 269.66K |
BANDWIDTH INC-CLASS ASOLE | COMMON STOCKS | 2.30M | SH | $145.33M 1.05% | 2.22M | 0.00 | 71.90K |
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