Hood River Capital Management LLC
CIK 1578177
13F filing for Q2 2026・No. 464
- Holdings
- US$13.79B
- Quarter change
- +US$3.81B
- Entries
- 166
- Net bought (estimate)
- +US$1.09B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 36
- Cut 36
- Added 93
- Corporate actions 2
- Unchanged 2
Largest holdings
166 stocks worth US$13.79B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APLDAPPLIED DIGITAL CORPCOMMON STOCKS | Cut | 22,518,887 | US$839.95M | 6.09% |
| DOCNDIGITALOCEAN HOLDINGS INCCOMMON STOCKS | Added | 4,200,719 | US$659.64M | 4.78% |
| MTZMASTEC INCCOMMON STOCKS | Cut | 1,173,918 | US$488.42M | 3.54% |
| DAVE INCCOMMON STOCKS | Cut | 1,104,277 | US$411.44M | 2.98% |
| BEBLOOM ENERGY CORP- ACOMMON STOCKS | Cut | 1,345,873 | US$407.4M | 2.95% |
| SMTCSEMTECH CORPCOMMON STOCKS | Cut | 2,250,382 | US$364.22M | 2.64% |
| XPOXPO INCCOMMON STOCKS | Added | 1,297,453 | US$266.35M | 1.93% |
| FCFSFIRSTCASH HOLDINGS INCCOMMON STOCKS | Added | 1,221,912 | US$264.32M | 1.92% |
| KRYSKRYSTAL BIOTECH INCCOMMON STOCKS | Added | 663,375 | US$246.56M | 1.79% |
| KNXKNIGHT-SWIFT TRANSPORTATIONCOMMON STOCKS | Added | 3,058,241 | US$238.15M | 1.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.