StockDriftsStockDriftsTop 50 Hood River Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | 5.49% | 23.08M | $547.8M | +4.71%(+1.04M) | $7.29(+483.78%) | 2026-03-31 | |
| MTZ | MASTEC INC | 4.18% | 1.30M | $416.8M | -12.69%(-188.28K) | $94.70(+338.14%) | 2026-03-31 | |
| FIX | COMFORT SYSTEMS USA INC | 3.45% | 249.4K | $343.9M | +1.43%(+3.53K) | $162.04(+1129.76%) | 2026-03-31 | |
| DOCN | DIGITALOCEAN HOLDINGS INC | 3% | 3.49M | $299.1M | +206.39%(+2.35M) | $56.52(+174.00%) | 2026-03-31 | |
| XPO | XPO INC | 2.26% | 1.16M | $225.6M | +0.95%(+10.88K) | $87.86(+132.46%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP- A | 2.14% | 1.58M | $213.6M | +1.32%(+20.52K) | $86.06(+220.64%) | 2026-03-31 | |
| FCFS | FIRSTCASH HOLDINGS INC | 2.14% | 1.13M | $213.2M | +1.60%(+17.81K) | $124.13(+82.50%) | 2026-03-31 | |
| DAVE | DAVE INC | 2% | 1.15M | $199.5M | +2.69%(+29.97K) | $69.88(+237.41%) | 2026-03-31 | |
| LITE | LUMENTUM HOLDINGS INC | 1.94% | 275.6K | $193.7M | -9.07%(-27.50K) | $75.80(+1180.69%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE & SECURITY | 1.92% | 2.71M | $191.4M | -1.13%(-30.90K) | $23.15(+125.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.73% | +103.51% |
| Top 20 Holdings Unweighted | +23.36% | +87.74% |
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