Institutional
Hood River Capital Management LLC
CIK 0001578177
$9.98B
Reported AUM
167
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Hood River Capital Management LLC · Q1 2026
AI · grounded in 13F
Hood River Capital Management LLC exited its position in Ciena Corp, a move totaling -$106.1M. The fund also closed positions in CWAN for -$103.8M and GSAT for -$75.6M. On the buy side, the manager established new positions in CAVA for $95.4M and PROTAGONIST THE for $87.4M. Additionally, the fund increased its stake in DOCN by 206.4%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | $27.97 | 20.46% | 122.84% | 477.43% | $547.8M | 5.49% | — | HELD |
| 2 | MTZ | MASTEC INC | $324.44 | 12.88% | 86.41% | 254.81% | $416.8M | 4.18% | — | HELD |
| 3 | FIX | COMFORT SYSTEMS USA INC | $1697.84 | 11.70% | 144.74% | 2179.41% | $343.9M | 3.45% | — | HELD |
| 4 | DOCN | DIGITALOCEAN HOLDINGS INC | $120.23 | 12.62% | 357.15% | 90.77% | $299.1M | 3.00% | — | HELD |
| 5 | XPO | XPO INC | $199.26 | -0.06% | 65.92% | 281.67% | $225.6M | 2.26% | — | HELD |
| 6 | BE | BLOOM ENERGY CORP- A | $207.12 | 26.49% | 464.05% | 866.95% | $213.6M | 2.14% | — | HELD |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | $201.94 | -0.14% | 55.56% | 150.67% | $213.2M | 2.14% | — | HELD |
| 8 | DAVE | DAVE INC | $377.64 | -0.36% | 62.27% | 19.33% | $199.5M | 2.00% | — | HELD |
| 9 | LITE | LUMENTUM HOLDINGS INC | $693.24 | 15.09% | 549.83% | 700.14% | $193.7M | 1.94% | — | HELD |
| 10 | KTOS | KRATOS DEFENSE & SECURITY | $46.17 | 5.22% | -21.90% | 79.17% | $191.4M | 1.92% | — | HELD |
| 11 | SMTC | SEMTECH CORP | $114.61 | 10.68% | 106.52% | 48.10% | $175.9M | 1.76% | — | HELD |
| 12 | BW | BABCOCK & WILCOX ENTERPR | $9.47 | 19.27% | 915.01% | 29.73% | $170.5M | 1.71% | — | HELD |
| 13 | KRYS | KRYSTAL BIOTECH INC | $366.85 | 0.98% | 133.69% | 533.16% | $160.1M | 1.60% | — | HELD |
| 14 | QXO | QXO INC | $13.46 | 0.45% | -30.39% | -70.40% | $158.0M | 1.58% | — | HELD |
| 15 | KNX | KNIGHT-SWIFT TRANSPORTATION | $69.80 | -1.75% | 71.34% | 42.21% | $154.1M | 1.54% | — | HELD |
| 16 | MDGL | MADRIGAL PHARMACEUTICALS INC | $493.11 | -9.83% | 63.19% | 495.90% | $130.6M | 1.31% | — | HELD |
| 17 | GH | GUARDANT HEALTH INC | $152.35 | 5.75% | 264.70% | 18.69% | $121.0M | 1.21% | — | HELD |
| 18 | CUBI | CUSTOMERS BANCO | $78.20 | -0.58% | 25.72% | 88.84% | $120.2M | 1.20% | — | HELD |
| 19 | LSCC | LATTICE SEMICONDUCTOR CORP | $124.53 | 10.24% | 130.58% | 81.84% | $119.9M | 1.20% | — | HELD |
| 20 | PRAX | PRAXIS PRECISION MEDICINES I | $307.75 | 5.75% | 453.36% | 0.42% | $115.5M | 1.16% | — | HELD |
| 21 | PTCT | PTC THERAPEUTICS INC | $75.52 | 1.38% | 42.46% | 70.14% | $113.4M | 1.14% | — | HELD |
| 22 | INSM | INSMED INC | $101.49 | -1.58% | -7.34% | 259.18% | $112.6M | 1.13% | — | HELD |
| 23 | AAOI | APPLIED OPTOELECTRONICS INC | $90.11 | 17.76% | 255.41% | 943.93% | $107.9M | 1.08% | — | HELD |
| 24 | ALHC | ALIGNMENT HEALTHCARE INC | $18.61 | 1.75% | 41.60% | 3.93% | $106.7M | 1.07% | — | HELD |
| 25 | GVA | GRANITE CONSTRUCTION INC | $114.92 | -2.51% | 25.06% | 198.31% | $106.6M | 1.07% | — | HELD |
| 26 | KRMN | KARMAN HOLDINGS INC | $47.22 | 3.58% | -7.29% | 39.32% | $103.2M | 1.03% | — | HELD |
| 27 | SRRK | SCHOLAR ROCK HOLDING CORP | $48.99 | -0.14% | 34.93% | 24.11% | $100.8M | 1.01% | — | HELD |
| 28 | ENSG | ENSIGN GROUP INC/THE | $178.83 | -1.68% | 18.02% | 121.31% | $98.8M | 0.99% | — | HELD |
| 29 | OSIS | OSI SYSTEMS INC | $219.92 | 2.76% | 0.16% | 122.28% | $98.8M | 0.99% | — | HELD |
| 30 | U | UNITY SOFTWARE INC | $33.34 | 4.06% | 2.91% | -74.16% | $98.6M | 0.99% | — | HELD |
| 31 | ACIW | ACI WORLDWIDE INC | $57.69 | -4.14% | — | — | $98.1M | 0.98% | — | HELD |
| 32 | HCI | HCI GROUP INC | $182.02 | -0.75% | — | — | $96.4M | 0.97% | — | HELD |
| 33 | CAVA | CAVA GROUP INC | $66.44 | 1.65% | — | — | $95.4M | 0.96% | — | HELD |
| 34 | APG | API GROUP CORP | $39.20 | 1.95% | — | — | $95.1M | 0.95% | — | HELD |
| 35 | DNN | DENISON MINES CORP | $2.92 | 8.55% | — | — | $94.7M | 0.95% | — | HELD |
| 36 | BBIO | BRIDGEBIO PHARMA INC | $82.14 | -1.68% | — | — | $93.9M | 0.94% | — | HELD |
| 37 | ONDS | ONDAS INC | $7.58 | 11.47% | — | — | $92.8M | 0.93% | — | HELD |
| 38 | ATRC | ATRICURE INC | $40.15 | -1.81% | — | — | $88.9M | 0.89% | — | HELD |
| 39 | PTGX | PROTAGONIST THE | $138.64 | 4.24% | — | — | $87.4M | 0.88% | — | HELD |
| 40 | HUT | HUT 8 CORP | $108.27 | 22.78% | — | — | $86.5M | 0.87% | — | HELD |
| 41 | ESE | ESCO TECHNOLOGIES INC | $311.51 | 3.81% | — | — | $85.6M | 0.86% | — | HELD |
| 42 | OLLI | OLLIES BARGAIN OUTLET HLDG INC | $72.74 | 1.92% | — | — | $80.4M | 0.81% | — | HELD |
| 43 | RSI | RUSH STREET INTERACTIVE INC | $26.76 | -13.03% | — | — | $79.4M | 0.80% | — | HELD |
| 44 | USAR | USA RARE EARTH INC | $14.65 | 12.09% | — | — | $79.4M | 0.80% | — | HELD |
| 45 | RDNT | RADNET INC | $62.69 | -1.07% | — | — | $78.9M | 0.79% | — | HELD |
| 46 | SIG | SIGNET JEWELERS LTD | $95.88 | -3.01% | — | — | $71.9M | 0.72% | — | HELD |
| 47 | LTH | LIFE TIME GROUP HOLDINGS INC | $44.20 | -3.28% | — | — | $70.7M | 0.71% | — | HELD |
| 48 | SITM | SITIME CORP | $527.87 | 14.22% | — | — | $70.0M | 0.70% | — | HELD |
| 49 | TMDX | TRANSMEDICS GROUP INC | $76.13 | -2.40% | — | — | $69.6M | 0.70% | — | HELD |
| 50 | WSBC | WESBANCO INC | $41.57 | -0.79% | — | — | $69.5M | 0.70% | — | HELD |
| 51 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $87.32 | 1.28% | — | — | $66.2M | 0.66% | — | HELD |
| 52 | RXO | RXO INC | $20.57 | -7.72% | — | — | $65.1M | 0.65% | — | HELD |
| 53 | AXSM | AXSOME THERAPEUTICS INC | $234.64 | 3.17% | — | — | $62.8M | 0.63% | — | HELD |
| 54 | RMBS | RAMBUS INC | $89.58 | 8.18% | — | — | $62.6M | 0.63% | — | HELD |
| 55 | KEX | KIRBY CORP | $132.34 | 0.97% | — | — | $61.7M | 0.62% | — | HELD |
| 56 | FIVE | FIVE BELOW | $219.17 | 4.62% | — | — | $61.4M | 0.62% | — | HELD |
| 57 | ALM | ALMONTY INDUSTRIES INC | $11.67 | 6.58% | — | — | $61.2M | 0.61% | — | HELD |
| 58 | FLS | FLOWSERVE CORP | $75.32 | 7.69% | — | — | $60.0M | 0.60% | — | HELD |
| 59 | UTI | UNIVERSAL TECHNICAL INSTITUT | $40.06 | -2.39% | — | — | $57.3M | 0.57% | — | HELD |
| 60 | FN | FABRINET | $439.33 | 5.99% | — | — | $56.9M | 0.57% | — | HELD |
| 61 | VSEC | VSE CORP | $191.55 | 3.55% | — | — | $56.3M | 0.56% | — | HELD |
| 62 | KRUS | KURA SUSHI USA INC CLASS A | $46.73 | -2.24% | — | — | $55.6M | 0.56% | — | HELD |
| 63 | SNDX | SYNDAX PHARMACEUTICALS INC | $19.48 | 1.35% | — | — | $55.0M | 0.55% | — | HELD |
| 64 | NBIX | NEUROCRINE BIOSCIENCES INC | $185.50 | 2.61% | — | — | $53.3M | 0.53% | — | HELD |
| 65 | LASR | NLIGHT INC | $65.71 | 11.24% | — | — | $52.6M | 0.53% | — | HELD |
| 66 | TGTX | TG THERAPEUTICS INC | $53.53 | 0.09% | — | — | $52.1M | 0.52% | — | HELD |
| 67 | ASO | ACADEMY SPORTS & OUTDOORS IN | $48.35 | -1.47% | — | — | $51.2M | 0.51% | — | HELD |
| 68 | PLMR | PALOMAR HOLDINGS INC | $136.30 | -4.63% | — | — | $50.9M | 0.51% | — | HELD |
| 69 | TTMI | TTM TECHNOLOGIES | $115.51 | 13.50% | — | — | $50.3M | 0.50% | — | HELD |
| 70 | NUVL | NUVALENT INC-A | — | — | — | — | $49.2M | 0.49% | — | HELD |
| 71 | TCBI | TEXAS CAPITAL BANCSHARES INC | $98.74 | 0.33% | — | — | $49.0M | 0.49% | — | HELD |
| 72 | HASI | HA SUSTAINABLE INFRASTRUCTURE | $37.96 | 0.82% | — | — | $48.7M | 0.49% | — | HELD |
| 73 | CELH | CELSIUS HOLDINGS INC | $29.35 | 1.63% | — | — | $48.6M | 0.49% | — | HELD |
| 74 | NOG | NORTHERN OIL AND GAS INC | $20.84 | -0.95% | — | — | $46.4M | 0.46% | — | HELD |
| 75 | XMTR | XOMETRY INC-A | $84.91 | 4.87% | — | — | $45.9M | 0.46% | — | HELD |
| 76 | SNDR | SCHNEIDER NATIONAL INC-CL B | $34.14 | -3.18% | — | — | $45.6M | 0.46% | — | HELD |
| 77 | TRNS | TRANSCAT INC | $83.34 | 2.45% | — | — | $45.1M | 0.45% | — | HELD |
| 78 | LOPE | GRAND CANYON EDUCATION INC | $150.13 | -5.76% | — | — | $44.6M | 0.45% | — | HELD |
| 79 | AXON | AXON ENTERPRISE INC | $525.30 | -1.11% | — | — | $43.2M | 0.43% | — | HELD |
| 80 | LB | LANDBRIDGE CO LLC-A | $76.50 | 2.12% | — | — | $42.9M | 0.43% | — | HELD |
| 81 | KNF | KNIFE RIVER CORP | $73.05 | -4.16% | — | — | $41.7M | 0.42% | — | HELD |
| 82 | PEGA | PEGASYTEMS INC | $30.03 | -2.97% | — | — | $41.5M | 0.42% | — | HELD |
| 83 | LIVN | LIVANOVA PLC | $81.05 | -0.47% | — | — | $40.5M | 0.41% | — | HELD |
| 84 | MOD | MODINE MANUFACTURING CO | $193.91 | 8.91% | — | — | $40.3M | 0.40% | — | HELD |
| 85 | TILE | INTERFACE INC | $33.80 | 0.84% | — | — | $40.2M | 0.40% | — | HELD |
| 86 | ENOV | ENOVIS CORP | $29.30 | -3.17% | — | — | $40.0M | 0.40% | — | HELD |
| 87 | RCAT | RED CAT HOLDINGS INC | $7.38 | 9.01% | — | — | $39.7M | 0.40% | — | HELD |
| 88 | BB | BLACKBERRY LTD | $8.44 | 8.07% | — | — | $38.5M | 0.39% | — | HELD |
| 89 | CLH | CLEAN HARBORS INC | $317.15 | -2.82% | — | — | $35.6M | 0.36% | — | HELD |
| 90 | BFLY | BUTTERFLY NETWORK INC | $8.17 | 15.07% | — | — | $34.8M | 0.35% | — | HELD |
| 91 | — | XENERGY REACTOR COMPANY | — | — | — | — | $33.5M | 0.34% | — | HELD |
| 92 | CRNX | CRINETICS PHARMACEUTICALS IN | $83.63 | -0.30% | — | — | $33.0M | 0.33% | — | HELD |
| 93 | GENI | GENIUS SPORTS LTD | $6.98 | -4.51% | — | — | $32.1M | 0.32% | — | HELD |
| 94 | AXTI | AXT INC | — | — | — | — | $30.0M | 0.30% | — | HELD |
| 95 | OKLO | OKLO INC | $41.09 | 11.54% | — | — | $29.2M | 0.29% | — | HELD |
| 96 | GFL | GFL ENVIRONMENTAL INC-SUB VT | $41.37 | 2.81% | — | — | $28.5M | 0.29% | — | HELD |
| 97 | SYM | SYMBOTIC INC | $42.94 | 6.45% | — | — | $27.9M | 0.28% | — | HELD |
| 98 | MIRM | MIRUM PHARMACEUTICALS INC | $112.59 | 4.67% | — | — | $26.4M | 0.26% | — | HELD |
| 99 | EXP | EAGLE MATERIALS INC | $205.48 | -2.11% | — | — | $26.1M | 0.26% | — | HELD |
| 100 | TER | TERADYNE INC | $365.49 | 14.43% | — | — | $26.0M | 0.26% | — | HELD |
| 101 | NRG | NRG ENERGY INC | $133.97 | 7.84% | — | — | $25.4M | 0.25% | — | HELD |
| 102 | CWH | CAMPING WORLD HOLDINGS INC-A | — | — | — | — | $25.2M | 0.25% | — | HELD |
| 103 | ATEC | ALPHATEC HOLDINGS INC | — | — | — | — | $25.0M | 0.25% | — | HELD |
| 104 | LPTH | LIGHTPATH TECHNOLOGIES INC-A | — | — | — | — | $24.4M | 0.24% | — | HELD |
| 105 | UAMY | UNITED STATES ANTIMONY CORP | — | — | — | — | $24.1M | 0.24% | — | HELD |
| 106 | TTWO | TAKE-TWO INTERACTIVE SOFTWRE | — | — | — | — | $23.0M | 0.23% | — | HELD |
| 107 | SLDE | SLIDE INSURANCE HOLDINGS INC | — | — | — | — | $22.6M | 0.23% | — | HELD |
| 108 | MMED | MINIMED GROUP INC | — | — | — | — | $22.5M | 0.23% | — | HELD |
| 109 | YSS | YORK SPACE SYSTEMS INC | — | — | — | — | $21.9M | 0.22% | — | HELD |
| 110 | FTAI | FTAI AVIATION LTD | — | — | — | — | $21.7M | 0.22% | — | HELD |
| 111 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $20.9M | 0.21% | — | HELD |
| 112 | RYTM | RHYTHM PHARMACEUTICALS INC | — | — | — | — | $20.9M | 0.21% | — | HELD |
| 113 | SN | SHARKNINJA INC | — | — | — | — | $20.6M | 0.21% | — | HELD |
| 114 | AR | ANTERO RESOURCES CORP | — | — | — | — | $19.6M | 0.20% | — | HELD |
| 115 | CRVS | CORVUS PHARMACEUTICALS INC | — | — | — | — | $19.5M | 0.20% | — | HELD |
| 116 | LODE | COMSTOCK INC | — | — | — | — | $19.2M | 0.19% | — | HELD |
| 117 | RKLB | ROCKET LAB CORP | — | — | — | — | $18.2M | 0.18% | — | HELD |
| 118 | WBI | WATERBRIDGE INFRASTRUC-CL A | — | — | — | — | $16.6M | 0.17% | — | HELD |
| 119 | AMPX | AMPRIUS TECHNOLOGIES INC | — | — | — | — | $16.0M | 0.16% | — | HELD |
| 120 | MKSI | MKS INC | — | — | — | — | $16.0M | 0.16% | — | HELD |
| 121 | HIPO | HIPPO HOLDINGS INC | — | — | — | — | $15.9M | 0.16% | — | HELD |
| 122 | LOVE | LOVESAC CO/THE | — | — | — | — | $14.3M | 0.14% | — | HELD |
| 123 | AMSC | AMERICAN SUPERCONDUCTOR CORP | — | — | — | — | $13.5M | 0.14% | — | HELD |
| 124 | KMTS | KESTRA MEDICAL TECHNOLOGIES | — | — | — | — | $13.1M | 0.13% | — | HELD |
| 125 | RL | RALPH LAUREN | — | — | — | — | $12.8M | 0.13% | — | HELD |
| 126 | BOBS | BOBS DISCOUNT FURNITURE | — | — | — | — | $11.1M | 0.11% | — | HELD |
| 127 | CW | CURTISS WRIGHT CORP | — | — | — | — | $10.7M | 0.11% | — | HELD |
| 128 | RDDT | REDDIT INC-CL A | — | — | — | — | $10.5M | 0.11% | — | HELD |
| 129 | DKNG | DRAFTKINGS INC - CL A | — | — | — | — | $9.8M | 0.10% | — | HELD |
| 130 | MWH | SOLV ENERGY INC-CL A | — | — | — | — | $9.4M | 0.09% | — | HELD |
| 131 | URG | UR-ENERGY INC | — | — | — | — | $9.3M | 0.09% | — | HELD |
| 132 | — | EKSO BIONICS HOLDINGS INC SERIES B PFD | — | — | — | — | $8.9M | 0.09% | — | HELD |
| 133 | NHC | NATIONAL HEALTHCARE CORP | — | — | — | — | $8.9M | 0.09% | — | HELD |
| 134 | VIK | VIKING HOLDINGS LTD | — | — | — | — | $8.3M | 0.08% | — | HELD |
| 135 | EXE | EXPAND ENERGY CORP | — | — | — | — | $8.3M | 0.08% | — | HELD |
| 136 | — | CARILOHA INC - PROMISSORY NOTE | — | — | — | — | $8.0M | 0.08% | — | HELD |
| 137 | OFRM | ONCE UPON A FARM PBC | — | — | — | — | $6.8M | 0.07% | — | HELD |
| 138 | CCJ | CAMECO CORP | — | — | — | — | $6.8M | 0.07% | — | HELD |
| 139 | LYTS | LSI INDS INC | — | — | — | — | $5.8M | 0.06% | — | HELD |
| 140 | DD | DUPONT DE NEMOURS INC | — | — | — | — | $5.7M | 0.06% | — | HELD |
| 141 | UMAC | UNUSUAL MACHINES INC /US | — | — | — | — | $5.6M | 0.06% | — | HELD |
| 142 | CIB | GRUPO CIBEST SA-ADR | — | — | — | — | $5.0M | 0.05% | — | HELD |
| 143 | ESTA | ESTABLISHMENT LABS HOLDINGS | — | — | — | — | $5.0M | 0.05% | — | HELD |
| 144 | SSII | SS INNOVATIONS INTERNATIONAL | — | — | — | — | $4.2M | 0.04% | — | HELD |
| 145 | BAP | CREDICORP LTD | — | — | — | — | $4.0M | 0.04% | — | HELD |
| 146 | IREN | IREN LTD | — | — | — | — | $3.9M | 0.04% | — | HELD |
| 147 | SGHC | SUPER GROUP SGHC LTD | — | — | — | — | $3.9M | 0.04% | — | HELD |
| 148 | TSEM | TOWER SEMICONDUCTOR LTD | — | — | — | — | $3.8M | 0.04% | — | HELD |
| 149 | FRPT | FRESHPET INC | — | — | — | — | $3.7M | 0.04% | — | HELD |
| 150 | GOOS | CANADA GOOSE HOLDINGS INC | — | — | — | — | $3.4M | 0.03% | — | HELD |
| 151 | WRD | WERIDE INC-ADR | — | — | — | — | $3.3M | 0.03% | — | HELD |
| 152 | SHAZ | SHARONAI HOLDINGS INC | — | — | — | — | $3.1M | 0.03% | — | HELD |
| 153 | UUUU | ENERGY FUELS INC | — | — | — | — | $2.7M | 0.03% | — | HELD |
| 154 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | — | — | — | — | $2.6M | 0.03% | — | HELD |
| 155 | AZ | A2Z CUST2MATE SOLUTIONS CORP | — | — | — | — | $2.4M | 0.02% | — | HELD |
| 156 | MDA | MDA SPACE LTD | — | — | — | — | $2.1M | 0.02% | — | HELD |
| 157 | RERE | ATRENEW INC | — | — | — | — | $1.9M | 0.02% | — | HELD |
| 158 | JMIA | JUMIA TECHNOLOGIES AG-ADR | — | — | — | — | $1.8M | 0.02% | — | HELD |
| 159 | SQNS | SEQUANS COMMUNICATIONS-ADR | — | — | — | — | $1.7M | 0.02% | — | HELD |
| 160 | SENS | SENSEONICS HOLDINGS INC | — | — | — | — | $1.2M | 0.01% | — | HELD |
| 161 | BABA | ALIBABA GROUP HOLDING SP ADR | — | — | — | — | $437K | 0.00% | — | HELD |
| 162 | TIGO | MILLICOM INTL CELLULAR S.A. | — | — | — | — | $427K | 0.00% | — | HELD |
| 163 | VALE | VALE SA-SP ADR | — | — | — | — | $174K | 0.00% | — | HELD |
| 164 | EMBJ | EMBRAER SA-SPON ADR | — | — | — | — | $137K | 0.00% | — | HELD |
| 165 | GDS | GDS HOLDINGS LTD - ADR | — | — | — | — | $93K | 0.00% | — | HELD |
| 166 | BIDU | BAIDU INC - SPON ADR | — | — | — | — | $79K | 0.00% | — | HELD |
| 167 | IMVT | IMMUNOVANT INC | — | — | — | — | $2K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006258. 13F discloses long positions only — shorts, foreign equities, and options are excluded.