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Hood River Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $13,791,963,477
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLIED DIGITAL CORP · COMMON STOCKS · 038169207 · shares: $839,954,485
- DIGITALOCEAN HOLDINGS INC · COMMON STOCKS · 25402D102 · shares: $659,638,905
- MASTEC INC · COMMON STOCKS · 576323109 · shares: $488,420,323
- DAVE INC · COMMON STOCKS · 23834J201 · shares: $411,442,567
- BLOOM ENERGY CORP- A · COMMON STOCKS · 093712107 · shares: $407,395,757
- SEMTECH CORP · COMMON STOCKS · 816850101 · shares: $364,224,327
- XPO INC · COMMON STOCKS · 983793100 · shares: $266,354,126
- FIRSTCASH HOLDINGS INC · COMMON STOCKS · 33768G107 · shares: $264,324,004
- KRYSTAL BIOTECH INC · COMMON STOCKS · 501147102 · shares: $246,556,586
- KNIGHT-SWIFT TRANSPORTATION · COMMON STOCKS · 499049104 · shares: $238,145,227
Reported holdings
166 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NRG ENERGY INC | COMMON STOCKS | 629377508 | — | 259,678 shares | $37,928,569 |
| SLIDE INSURANCE HOLDINGS INC | COMMON STOCKS | 831349105 | — | 1,884,474 shares | $36,502,261 |
| GFL ENVIRONMENTAL INC-SUB VT | COMMON STOCKS | 36168Q104 | — | 989,924 shares | $36,419,304 |
| CRINETICS PHARMACEUTICALS IN | COMMON STOCKS | 22663K107 | — | 968,996 shares | $36,259,830 |
| GRAND CANYON EDUCATION INC | COMMON STOCKS | 38526M106 | — | 252,592 shares | $36,148,441 |
| MIRUM PHARMACEUTICALS INC | COMMON STOCKS | 604749101 | — | 306,439 shares | $35,874,814 |
| UNUSUAL MACHINES INC /US | COMMON STOCKS | 91532F102 | — | 1,496,374 shares | $33,369,140 |
| TFI INTERNATIONAL INC | COMMON STOCKS | 87241L109 | — | 230,762 shares | $33,130,500 |
| TYRA BIOSCIENCES INC | COMMON STOCKS | 90240B106 | — | 1,016,775 shares | $32,475,794 |
| REVOLUTION MEDICINES INC | COMMON STOCKS | 76155X100 | — | 170,422 shares | $31,916,632 |
| COMSTOCK INC | COMMON STOCKS | 205750409 | — | 6,693,538 shares | $27,845,118 |
| NORTHERN OIL AND GAS INC | COMMON STOCKS | 665531307 | — | 1,533,460 shares | $27,832,299 |
| HIPPO HOLDINGS INC | COMMON STOCKS | 433539202 | — | 901,429 shares | $25,474,384 |
| KODIAK GAS SERVICES INC | COMMON STOCKS | 50012A108 | — | 335,688 shares | $25,220,239 |
| ANTERO RESOURCES CORP | COMMON STOCKS | 03674X106 | — | 687,948 shares | $24,174,493 |
| CORVUS PHARMACEUTICALS INC | COMMON STOCKS | 221015100 | — | 1,571,805 shares | $23,482,767 |
| RALPH LAUREN | COMMON STOCKS | 751212101 | — | 55,181 shares | $22,150,205 |
| FTAI AVIATION LTD | COMMON STOCKS | G3730V105 | — | 75,753 shares | $20,493,459 |
| REDDIT INC-CL A | COMMON STOCKS | 75734B100 | — | 115,693 shares | $20,081,991 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCKS | 03214Q108 | — | 1,412,516 shares | $19,577,472 |
| KESTRA MEDICAL TECHNOLOGIES | COMMON STOCKS | G52441105 | — | 753,529 shares | $19,169,778 |
| BOBS DISCOUNT FURNITURE | COMMON STOCKS | 09681N106 | — | 1,150,496 shares | $18,200,847 |
| CURTISS WRIGHT CORP | COMMON STOCKS | 231561101 | — | 23,239 shares | $17,609,585 |
| SILICON MOTION TECHNOL-ADR | COMMON STOCKS | 82706C108 | — | 52,591 shares | $17,530,158 |
| NATIONAL HEALTHCARE CORP | COMMON STOCKS | 635906100 | — | 80,653 shares | $17,046,818 |
| ERMENEGILDO ZEGNA NV | COMMON STOCKS | N30577105 | — | 1,256,808 shares | $16,363,640 |
| LOVESAC CO/THE | COMMON STOCKS | 54738L109 | — | 953,213 shares | $15,909,125 |
| SOLV ENERGY INC-CL A | COMMON STOCKS | 78475V103 | — | 467,156 shares | $15,906,662 |
| MONOLITHIC POWER SYSTEMS INC | COMMON STOCKS | 609839105 | — | 11,027 shares | $15,243,284 |
| FERVO ENERGY CO-A | COMMON STOCKS | 31556C106 | — | 500,541 shares | $14,630,813 |
| TARGET HOSPITALITY CORP | COMMON STOCKS | 87615L107 | — | 673,847 shares | $13,719,525 |
| VIKING HOLDINGS LTD | COMMON STOCKS | G93A5A101 | — | 121,258 shares | $12,692,075 |
| MAMAS CREATIONS INC | COMMON STOCKS | 56146T103 | — | 625,008 shares | $11,156,393 |
| AMBIQ MICRO INC | COMMON STOCKS | 023193105 | — | 121,738 shares | $10,749,465 |
| ESTABLISHMENT LABS HOLDINGS | COMMON STOCKS | G31249108 | — | 117,321 shares | $10,067,315 |
| MADISON AIR SOLUTIONS CORP-A | COMMON STOCKS | 55658T105 | — | 236,849 shares | $9,237,111 |
| INTERCORP FINANCIAL SERVICES | COMMON STOCKS | P5626F128 | — | 154,961 shares | $8,826,579 |
| SUPER GROUP SGHC LTD | COMMON STOCKS | G8588X103 | — | 639,804 shares | $8,669,344 |
| DUPONT DE NEMOURS INC | COMMON STOCKS | 26614N201 | — | 60,493 shares | $8,205,225 |
| ONCE UPON A FARM PBC | COMMON STOCKS | 68237F108 | — | 380,434 shares | $7,791,288 |
| ELECTROVAYA INC | COMMON STOCKS | 28617B606 | — | 730,318 shares | $7,668,339 |
| TOWER SEMICONDUCTOR LTD | COMMON STOCKS | M87915274 | — | 29,148 shares | $7,597,135 |
| SILICOM LTD | COMMON STOCKS | M84116108 | — | 157,343 shares | $7,543,023 |
| MDA SPACE LTD | COMMON STOCKS | 55293N109 | — | 178,339 shares | $7,361,834 |
| SHARONAI HOLDINGS INC | COMMON STOCKS | 778920306 | — | 82,736 shares | $7,004,430 |
| SUJA LIFE INC | COMMON STOCKS | 86508F102 | — | 664,878 shares | $6,755,160 |
| CEMEX S A SPON ADR | COMMON STOCKS | 151290889 | — | 533,615 shares | $6,403,380 |
| IREN LTD | COMMON STOCKS | Q4982L109 | — | 139,562 shares | $6,382,170 |
| CREDICORP LTD | COMMON STOCKS | G2519Y108 | — | 15,702 shares | $6,117,185 |
| TAIWAN SEMICONDUCTOR-SP ADR | COMMON STOCKS | 874039100 | — | 9,182 shares | $4,385,048 |
| AIB DATA CENTERS INC | COMMON STOCKS | 093919108 | — | 1,873,956 shares | $3,972,787 |
| CANADA GOOSE HOLDINGS INC | COMMON STOCKS | 135086106 | — | 416,513 shares | $3,961,039 |
| GRUPO CIBEST SA-ADR | COMMON STOCKS | 40090E106 | — | 45,231 shares | $3,592,698 |
| SS INNOVATIONS INTERNATIONAL | COMMON STOCKS | 05453U203 | — | 833,333 shares | $3,458,332 |
| JUMIA TECHNOLOGIES AG-ADR | COMMON STOCKS | 48138M105 | — | 410,726 shares | $2,895,618 |
| CHRONOSCALE CORPORATION | COMMON STOCKS | 170924104 | — | 118,011 shares | $2,622,204 |
| WERIDE INC-ADR | COMMON STOCKS | 950915108 | — | 392,036 shares | $2,281,650 |
| INNIO HOLDING GMBH | COMMON STOCKS | N52A8C105 | — | 35,000 shares | $1,384,250 |
| FLOTEK INDUSTRIES INC | COMMON STOCKS | 343389409 | — | 50,000 shares | $1,176,000 |
| MILLICOM INTL CELLULAR S.A. | COMMON STOCKS | L6388F110 | — | 8,246 shares | $748,407 |
| MKS INC | COMMON STOCKS | 55306N104 | — | 1,446 shares | $643,181 |
| FORMFACTOR INC | COMMON STOCKS | 346375108 | — | 2,918 shares | $466,676 |
| NAVITAS SEMICONDUCTOR CORP | COMMON STOCKS | 63942X106 | — | 16,695 shares | $299,174 |
| EKSO BIONICS HOLDINGS INC SERIES B PFD | COMMON STOCKS | 282644400 | — | 2,926 shares | $259,127 |
| BAIDU INC - SPON ADR | COMMON STOCKS | 056752108 | — | 1,407 shares | $160,806 |
| IMMUNOVANT INC | COMMON STOCKS | 45258J102 | — | 100 shares | $3,853 |