StockDriftsStockDriftsTop 50 Hood River Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | 6.09% | 22.52M | $840.0M | -2.41%(-556.73K) | $7.29(+307.87%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HOLDINGS INC | 4.78% | 4.20M | $659.6M | +20.46%(+713.60K) | $66.91(+93.65%) | 2026-06-30 | |
| MTZ | MASTEC INC | 3.54% | 1.17M | $488.4M | -9.38%(-121.47K) | $94.70(+219.42%) | 2026-06-30 | |
| DAVE | DAVE INC | 2.98% | 1.10M | $411.4M | -3.63%(-41.62K) | $69.88(+378.76%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP- A | 2.95% | 1.35M | $407.4M | -14.62%(-230.38K) | $86.06(+167.18%) | 2026-06-30 | |
| SMTC | SEMTECH CORP | 2.64% | 2.25M | $364.2M | -1.62%(-37.15K) | $40.00(+256.91%) | 2026-06-30 | |
| XPO | XPO INC | 1.93% | 1.30M | $266.4M | +11.87%(+137.62K) | $99.31(+112.79%) | 2026-06-30 | |
| FCFS | FIRSTCASH HOLDINGS INC | 1.92% | 1.22M | $264.3M | +7.76%(+88.00K) | $129.88(+65.47%) | 2026-06-30 | |
| KRYS | KRYSTAL BIOTECH INC | 1.79% | 663.4K | $246.6M | +7.07%(+43.79K) | $111.60(+197.72%) | 2026-06-30 | |
| KNX | KNIGHT-SWIFT TRANSPORTATION | 1.73% | 3.06M | $238.1M | +14.24%(+381.29K) | $51.70(+40.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +41.27% | +181.95% | +23.22% | +184.06% |
| Top 20 Holdings Unweighted | +36.67% | +155.29% | +22.69% | +177.98% |
Hood River Capital Management LLC reports $13.79B in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are APLD (6.1%), DOCN (4.8%) and MTZ (3.5%). The top 20 holdings account for 44.76% of reported assets. Its disclosed equity book has returned +181.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hood River Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1578177). View Hood River Capital Management LLC’s 13F filings on SEC