Holders — by stockHoldings — by fund
Hood River Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001578177
$13.79B
disclosed book value
166
positions
6.1%
largest position share
Positions, as of 2026-06-30
top 100 of 166 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 22.5M | $840.0M | 6.1% |
| 2 | DOCNDIGITALOCEAN HOLDINGS INC | 4.2M | $659.6M | 4.8% |
| 3 | MTZMASTEC INC | 1.2M | $488.4M | 3.5% |
| 4 | DAVEDAVE INC | 1.1M | $411.4M | 3% |
| 5 | BEBLOOM ENERGY CORP- A | 1.3M | $407.4M | 3% |
| 6 | SMTCSEMTECH CORP | 2.3M | $364.2M | 2.6% |
| 7 | XPOXPO INC | 1.3M | $266.4M | 1.9% |
| 8 | FCFSFIRSTCASH HOLDINGS INC | 1.2M | $264.3M | 1.9% |
| 9 | KRYSKRYSTAL BIOTECH INC | 663,375 | $246.6M | 1.8% |
| 10 | KNXKNIGHT-SWIFT TRANSPORTATION | 3.1M | $238.1M | 1.7% |
| 11 | LITELUMENTUM HOLDINGS INC | 262,757 | $225.5M | 1.6% |
| 12 | LSCCLATTICE SEMICONDUCTOR CORP | 1.5M | $224.8M | 1.6% |
| 13 | LIVANOVA PLC | 2.6M | $211.0M | 1.5% |
| 14 | GHGUARDANT HEALTH INC | 1.4M | $209.3M | 1.5% |
| 15 | AAOIAPPLIED OPTOELECTRONICS INC | 1.4M | $206.3M | 1.5% |
| 16 | BWBABCOCK & WILCOX ENTERPR | 13.7M | $193.0M | 1.4% |
| 17 | XMTRXOMETRY INC-A | 2.0M | $191.9M | 1.4% |
| 18 | HUTHUT 8 CORP | 1.7M | $190.7M | 1.4% |
| 19 | RXORXO INC | 6.5M | $178.7M | 1.3% |
| 20 | KTOSKRATOS DEFENSE & SECURITY | 3.1M | $156.4M | 1.1% |
| 21 | CUBICUSTOMERS BANCO | 1.9M | $153.6M | 1.1% |
| 22 | CLHCLEAN HARBORS INC | 498,747 | $149.0M | 1.1% |
| 23 | BBBLACKBERRY LTD | 11.7M | $147.7M | 1.1% |
| 24 | ALHCALIGNMENT HEALTHCARE INC | 6.2M | $147.3M | 1.1% |
| 25 | BANDBANDWIDTH INC-CLASS A | 2.3M | $145.3M | 1.1% |
| 26 | PRAXPRAXIS PRECISION MEDICINES I | 425,167 | $142.3M | 1% |
| 27 | PTCTPTC THERAPEUTICS INC | 1.7M | $141.8M | 1% |
| 28 | GVAGRANITE CONSTRUCTION INC | 871,255 | $137.7M | 1% |
| 29 | UUNITY SOFTWARE INC | 4.7M | $135.4M | 1% |
| 30 | RSIRUSH STREET INTERACTIVE INC | 4.5M | $132.5M | 1% |
| 31 | SRRKSCHOLAR ROCK HOLDING CORP | 2.2M | $122.4M | 0.9% |
| 32 | ACIWACI WORLDWIDE INC | 2.3M | $117.2M | 0.8% |
| 33 | ESEESCO TECHNOLOGIES INC | 330,297 | $115.6M | 0.8% |
| 34 | INSMINSMED INC | 1.1M | $112.7M | 0.8% |
| 35 | RCATRED CAT HOLDINGS INC | 10.6M | $112.7M | 0.8% |
| 36 | BFLYBUTTERFLY NETWORK INC | 13.2M | $111.1M | 0.8% |
| 37 | CAVACAVA GROUP INC | 1.4M | $110.4M | 0.8% |
| 38 | PTGXPROTAGONIST THE | 882,738 | $108.2M | 0.8% |
| 39 | APGAPI GROUP CORP | 2.5M | $107.5M | 0.8% |
| 40 | DKNGDRAFTKINGS INC - CL A | 4.2M | $107.2M | 0.8% |
| 41 | LTHLIFE TIME GROUP HOLDINGS INC | 2.5M | $104.1M | 0.8% |
| 42 | BBIOBRIDGEBIO PHARMA INC | 1.3M | $100.4M | 0.7% |
| 43 | SITMSITIME CORP | 133,699 | $99.7M | 0.7% |
| 44 | AXSMAXSOME THERAPEUTICS INC | 402,678 | $98.6M | 0.7% |
| 45 | ONDSONDAS INC | 11.7M | $96.3M | 0.7% |
| 46 | KRMNKARMAN HOLDINGS INC | 1.9M | $95.6M | 0.7% |
| 47 | TTMITTM TECHNOLOGIES | 501,716 | $93.8M | 0.7% |
| 48 | AVAVAEROVIRONMENT INC | 564,254 | $93.1M | 0.7% |
| 49 | WSBCWESBANCO INC | 2.4M | $92.4M | 0.7% |
| 50 | ARWRARROWHEAD PHARMACEUTICALS IN | 1.1M | $91.4M | 0.7% |
| 51 | MDGLMADRIGAL PHARMACEUTICALS INC | 169,084 | $90.8M | 0.7% |
| 52 | OSISOSI SYSTEMS INC | 414,304 | $90.6M | 0.7% |
| 53 | RDNTRADNET INC | 1.5M | $89.8M | 0.7% |
| 54 | TGTXTG THERAPEUTICS INC | 1.6M | $87.9M | 0.6% |
| 55 | PLMRPALOMAR HOLDINGS INC | 682,283 | $86.2M | 0.6% |
| 56 | QXOQXO INC | 4.9M | $85.3M | 0.6% |
| 57 | CGNXCOGNEX CORP | 1.2M | $84.9M | 0.6% |
| 58 | DNNDENISON MINES CORP | 26.7M | $81.8M | 0.6% |
| 59 | ATRCATRICURE INC | 2.9M | $81.3M | 0.6% |
| 60 | ENSGENSIGN GROUP INC/THE | 504,517 | $80.9M | 0.6% |
| 61 | USARUSA RARE EARTH INC | 3.7M | $79.6M | 0.6% |
| 62 | NBIXNEUROCRINE BIOSCIENCES INC | 469,233 | $79.1M | 0.6% |
| 63 | GENIUS SPORTS LTD | 12.9M | $78.4M | 0.6% |
| 64 | ALMALMONTY INDUSTRIES INC | 4.6M | $76.5M | 0.6% |
| 65 | SIGNET JEWELERS LTD | 878,274 | $75.7M | 0.5% |
| 66 | VSECVSE CORP | 330,182 | $75.4M | 0.5% |
| 67 | SNDRSCHNEIDER NATIONAL INC-CL B | 1.9M | $70.3M | 0.5% |
| 68 | TERTERADYNE INC | 140,435 | $67.9M | 0.5% |
| 69 | KEXKIRBY CORP | 497,476 | $67.6M | 0.5% |
| 70 | WBIWATERBRIDGE INFRASTRUC-CL A | 2.0M | $67.2M | 0.5% |
| 71 | UTIUNIVERSAL TECHNICAL INSTITUT | 1.6M | $66.6M | 0.5% |
| 72 | CELCCELCUITY INC | 628,411 | $65.7M | 0.5% |
| 73 | FABRINET | 116,477 | $65.5M | 0.5% |
| 74 | AXONAXON ENTERPRISE INC | 107,147 | $60.1M | 0.4% |
| 75 | FLSFLOWSERVE CORP | 801,659 | $59.5M | 0.4% |
| 76 | LPTHLIGHTPATH TECHNOLOGIES INC-A | 3.6M | $58.2M | 0.4% |
| 77 | LASRNLIGHT INC | 836,229 | $58.2M | 0.4% |
| 78 | TCBITEXAS CAPITAL BANCSHARES INC | 559,206 | $57.7M | 0.4% |
| 79 | OLLIOLLIES BARGAIN OUTLET HLDG INC | 742,353 | $57.1M | 0.4% |
| 80 | TILEINTERFACE INC | 1.6M | $56.8M | 0.4% |
| 81 | SNDXSYNDAX PHARMACEUTICALS INC | 2.6M | $56.1M | 0.4% |
| 82 | TRNSTRANSCAT INC | 601,541 | $55.8M | 0.4% |
| 83 | NUAINEW ERA ENERGY & DIGITAL INC | 8.6M | $54.8M | 0.4% |
| 84 | FIVEFIVE BELOW | 285,102 | $51.3M | 0.4% |
| 85 | HASIHA SUSTAINABLE INFRASTRUCTURE | 1.3M | $50.8M | 0.4% |
| 86 | ITGITG INC CL A | 3.1M | $50.0M | 0.4% |
| 87 | TMDXTRANSMEDICS GROUP INC | 751,133 | $49.9M | 0.4% |
| 88 | AXGNAXOGEN INC | 1.1M | $49.3M | 0.4% |
| 89 | YSSYORK SPACE SYSTEMS INC | 2.0M | $48.4M | 0.4% |
| 90 | ENOVENOVIS CORP | 2.3M | $47.6M | 0.3% |
| 91 | LBLANDBRIDGE CO LLC-A | 592,619 | $47.0M | 0.3% |
| 92 | KNFKNIFE RIVER CORP | 535,074 | $44.8M | 0.3% |
| 93 | SHARKNINJA INC | 288,736 | $44.0M | 0.3% |
| 94 | TTWOTAKE-TWO INTERACTIVE SOFTWRE | 172,812 | $43.2M | 0.3% |
| 95 | RKLBROCKET LAB CORP | 421,905 | $42.9M | 0.3% |
| 96 | XEXENERGY INC | 2.3M | $42.9M | 0.3% |
| 97 | WULFTERAWULF INC | 1.7M | $42.2M | 0.3% |
| 98 | ASOACADEMY SPORTS & OUTDOORS IN | 891,434 | $42.0M | 0.3% |
| 99 | CYTKCYTOKINETICS INC | 469,273 | $40.0M | 0.3% |
| 100 | BOOTBOOT BARN HOLDINGS INC | 238,337 | $39.2M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.