Institutional Fund
Hood River Capital Management LLC
Palm Beach Gardens, FLCIK 15781775 filings on record
Portfolio Value
$9.98B
Q1 2026
Holdings
167
Reported positions
New Buys
31
Opened this quarter
QoQ Change
+9.4%
from $9.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Applied Digital Corp5.5%
- Mastec Inc4.2%
- Comfort Sys USA Inc3.4%
- Digitalocean Hldgs Inc3.0%
- Xpo Inc2.3%
- Bloom Energy Corp2.1%
- Other79.5%
Portfolio Holdings
167 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applied Digital Corp | 23.08M | $547.82M | 5.5% | +1.04M | Added |
| 2 | Mastec Inc | 1.30M | $416.78M | 4.2% | −188.3K | Reduced |
| 3 | Comfort Sys USA Inc | 249.4K | $343.90M | 3.4% | +3.5K | Added |
| 4 | Digitalocean Hldgs Inc | 3.49M | $299.12M | 3.0% | +2.35M | Added |
| 5 | Xpo Inc | 1.16M | $225.64M | 2.3% | +10.9K | Added |
| 6 | Bloom Energy Corp | 1.58M | $213.57M | 2.1% | +20.5K | Added |
| 7 | Firstcash Holdings Inc | 1.13M | $213.18M | 2.1% | +17.8K | Added |
| 8 | Dave Inc | 1.15M | $199.49M | 2.0% | +30.0K | Added |
| 9 | Lumentum Hldgs Inc | 275.6K | $193.70M | 1.9% | −27.5K | Reduced |
| 10 | Kratos Defense & Sec Solutio | 2.71M | $191.40M | 1.9% | −30.9K | Reduced |
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