Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hood River Capital Management LLC (CIK 1578177) reported $9.98B across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APLD ($547.8M, 5.49%), MTZ ($416.8M, 4.18%), FIX ($343.9M, 3.45%), DOCN ($299.1M, 3.00%), XPO ($225.6M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | $547.8M | 5.49% | 23.1M | Added |
| 2 | MTZ | MASTEC INC | $416.8M | 4.18% | 1.3M | Trimmed |
| 3 | FIX | COMFORT SYSTEMS USA INC | $343.9M | 3.45% | 249,385 | Added |
| 4 | DOCN | DIGITALOCEAN HOLDINGS INC | $299.1M | 3.00% | 3.5M | Added |
| 5 | XPO | XPO INC | $225.6M | 2.26% | 1.2M | Added |
| 6 | FCFS | FIRSTCASH HOLDINGS INC | $213.2M | 2.14% | 1.1M | Added |
| 7 | BE | BLOOM ENERGY CORP- A | $213.6M | 2.14% | 1.6M | Added |
| 8 | DAVE | DAVE INC | $199.5M | 2.00% | 1.1M | Added |
| 9 | LITE | LUMENTUM HOLDINGS INC | $193.7M | 1.94% | 275,623 | Trimmed |
| 10 | KTOS | KRATOS DEFENSE & SECURITY | $191.4M | 1.92% | 2.7M | Trimmed |
| 11 | SMTC | SEMTECH CORP | $175.9M | 1.76% | 2.3M | Added |
| 12 | BW | BABCOCK & WILCOX ENTERPR | $170.5M | 1.71% | 11.6M | Added |
| 13 | KRYS | KRYSTAL BIOTECH INC | $160.1M | 1.60% | 619,586 | Added |
| 14 | QXO | QXO INC | $158.0M | 1.58% | 8.1M | Added |
| 15 | KNX | KNIGHT-SWIFT TRANSPORTATION | $154.1M | 1.54% | 2.7M | Added |
| 16 | MDGL | MADRIGAL PHARMACEUTICALS INC | $130.6M | 1.31% | 249,511 | Added |
| 17 | GH | GUARDANT HEALTH INC | $121.0M | 1.21% | 1.3M | Added |
| 18 | CUBI | CUSTOMERS BANCO | $120.2M | 1.20% | 1.7M | Added |
| 19 | LSCC | LATTICE SEMICONDUCTOR CORP | $119.9M | 1.20% | 1.3M | Added |
| 20 | PRAX | PRAXIS PRECISION MEDICINES I | $115.5M | 1.16% | 358,618 | Added |
| 21 | PTCT | PTC THERAPEUTICS INC | $113.4M | 1.14% | 1.7M | Added |
| 22 | INSM | INSMED INC | $112.6M | 1.13% | 688,554 | Added |
| 23 | AAOI | APPLIED OPTOELECTRONICS INC | $107.9M | 1.08% | 1.3M | Trimmed |
| 24 | ALHC | ALIGNMENT HEALTHCARE INC | $106.7M | 1.07% | 6.1M | Trimmed |
| 25 | GVA | GRANITE CONSTRUCTION INC | $106.6M | 1.07% | 889,492 | Added |
Source: SEC Form 13F filings · as of 2026-03-31