EdgeMarket › What Hood River Capital Management Llc reported owning
What Hood River Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
10.0BPositions
167Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| APLD Applied Digital Corp. | 547.8M | 5.5% | 23.1M | 27.21 | +73.1% |
| MTZ MASTEC INC | 416.8M | 4.2% | 1.3M | 266.26 | +54.3% |
| FIX COMFORT SYSTEMS USA INC | 343.9M | 3.4% | 249.4K | 1,655.61 | +143.1% |
| DOCN DigitalOcean Holdings, Inc. | 299.1M | 3.0% | 3.5M | 115.64 | +282.8% |
| XPO XPO, Inc. | 225.6M | 2.3% | 1.2M | 197.74 | +56.1% |
| BE Bloom Energy Corp | 213.6M | 2.1% | 1.6M | 201.45 | +352.6% |
| FCFS FirstCash Holdings, Inc. | 213.2M | 2.1% | 1.1M | 225.28 | +61.9% |
| DAVE Dave Inc./DE | 199.5M | 2.0% | 1.1M | 354.72 | +88.4% |
| LITE Lumentum Holdings Inc. | 193.7M | 1.9% | 275.6K | 866.71 | +647.9% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 191.4M | 1.9% | 2.7M | 57.17 | -11.0% |
| SMTC SEMTECH CORP | 175.9M | 1.8% | 2.3M | 124.09 | +156.0% |
| BW Babcock & Wilcox Enterprises, Inc. | 170.5M | 1.7% | 11.6M | 8.28 | +459.5% |
| KRYS Krystal Biotech, Inc. | 160.1M | 1.6% | 619.6K | 346.58 | +137.6% |
| QXO QXO, Inc. | 158.0M | 1.6% | 8.1M | 13.76 | -28.6% |
| KNX Knight-Swift Transportation Holdings Inc. | 154.1M | 1.5% | 2.7M | 71.60 | +70.1% |
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 130.6M | 1.3% | 249.5K | 516.74 | +31.9% |
| GH Guardant Health, Inc. | 121.0M | 1.2% | 1.3M | 170.69 | +191.8% |
| CUBI Customers Bancorp, Inc. | 120.2M | 1.2% | 1.7M | 79.79 | +21.3% |
| LSCC LATTICE SEMICONDUCTOR CORP | 119.9M | 1.2% | 1.3M | 117.69 | +91.7% |
| PRAX Praxis Precision Medicines, Inc. | 115.5M | 1.2% | 358.6K | 375.94 | +730.8% |
| PTCT PTC THERAPEUTICS, INC. | 113.4M | 1.1% | 1.7M | 69.82 | +42.9% |
| INSM INSMED Inc | 112.6M | 1.1% | 688.6K | 125.77 | -2.8% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 107.9M | 1.1% | 1.3M | 124.82 | +469.2% |
| ALHC Alignment Healthcare, Inc. | 106.7M | 1.1% | 6.1M | 13.16 | -12.4% |
| GVA GRANITE CONSTRUCTION INC | 106.6M | 1.1% | 889.5K | 123.74 | +13.0% |
| KRMN Karman Holdings Inc. | 103.2M | 1.0% | 1.3M | 53.40 | +5.2% |
| SRRK Scholar Rock Holding Corp | 100.8M | 1.0% | 2.0M | 56.50 | +64.2% |
| ENSG ENSIGN GROUP, INC | 98.8M | 1.0% | 490.4K | 179.48 | +6.2% |
| OSIS OSI SYSTEMS INC | 98.8M | 1.0% | 372.1K | 206.73 | -7.5% |
| U Unity Software Inc. | 98.6M | 1.0% | 4.5M | 46.93 | +30.9% |
| ACIW ACI WORLDWIDE, INC. | 98.1M | 1.0% | 2.4M | 51.86 | +10.1% |
| HCI HCI Group, Inc. | 96.4M | 1.0% | 623.8K | 182.52 | +12.3% |
| CAVA CAVA GROUP, INC. | 95.4M | 1.0% | 1.2M | 73.63 | +7.4% |
| APG APi Group Corp | 95.1M | 1.0% | 2.3M | 41.16 | +16.2% |
| DNN DENISON MINES CORP. | 94.7M | 0.9% | 26.8M | 3.50 | +82.3% |
| BBIO BridgeBio Pharma, Inc. | 93.9M | 0.9% | 1.3M | 81.50 | +66.7% |
| ONDS Ondas Inc. | 92.8M | 0.9% | 10.3M | 8.71 | +141.3% |
| ATRC AtriCure, Inc. | 88.9M | 0.9% | 3.1M | 48.98 | +35.8% |
| PTGX Protagonist Therapeutics, Inc | 87.4M | 0.9% | 829.3K | 154.32 | +174.4% |
| HUT Hut 8 Corp. | 86.5M | 0.9% | 1.8M | 80.86 | +262.4% |
| ESE ESCO TECHNOLOGIES INC | 85.6M | 0.9% | 304.1K | 287.24 | +50.8% |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | 80.4M | 0.8% | 873.9K | 76.07 | -43.6% |
| RSI Rush Street Interactive, Inc. | 79.4M | 0.8% | 3.7M | 25.80 | +32.3% |
| USAR USA Rare Earth, Inc. | 79.4M | 0.8% | 4.2M | 19.26 | +35.0% |
| RDNT RadNet, Inc. | 78.9M | 0.8% | 1.4M | 76.82 | +11.9% |
| SIG SIGNET JEWELERS LTD | 71.9M | 0.7% | 849.2K | 81.37 | +1.4% |
| LTH Life Time Group Holdings, Inc. | 70.7M | 0.7% | 2.6M | 45.11 | +60.7% |
| SITM SITIME Corp | 70.0M | 0.7% | 202.8K | 614.83 | +177.5% |
| TMDX TransMedics Group, Inc. | 69.6M | 0.7% | 699.8K | 94.77 | -22.2% |
| WSBC WESBANCO INC | 69.5M | 0.7% | 2.0M | 40.86 | +31.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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