Hood River Capital Management LLC: 13F holdings
CIK 15781772026Q2
| Positions | 166 |
|---|
| Reported value | $13.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 166 (-1 vs prior quarter) |
|---|
| Reported value | $13.8bn (+38.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APLD APPLIED DIGITAL CORP | 22,518,887 | $840.0m | 6.1% |
| DOCN DIGITALOCEAN HOLDINGS INC | 4,200,719 | $659.6m | 4.8% |
| MTZ MASTEC INC | 1,173,918 | $488.4m | 3.5% |
| DAVE DAVE INC | 1,104,277 | $411.4m | 3.0% |
| BE BLOOM ENERGY CORP- A | 1,345,873 | $407.4m | 3.0% |
| SMTC SEMTECH CORP | 2,250,382 | $364.2m | 2.6% |
| XPO XPO INC | 1,297,453 | $266.4m | 1.9% |
| FCFS FIRSTCASH HOLDINGS INC | 1,221,912 | $264.3m | 1.9% |
| KRYS KRYSTAL BIOTECH INC | 663,375 | $246.6m | 1.8% |
| KNX KNIGHT-SWIFT TRANSPORTATION | 3,058,241 | $238.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1578177")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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