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HOOD RIVER CAPITAL MANAGEMENT LLC 13F portfolio summary

HOOD RIVER CAPITAL MANAGEMENT LLC of HOOD RIVER CAPITAL MANAGEMENT LLC has 166 current stock holdings with a reported portfolio value of $13.79B. The portfolio 1 year return is +79.04%. Top holdings include APLD (6.09%), DOCN (4.78%), MTZ (3.54%), DAVE (2.98%), BE (2.95%).

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HOOD RIVER CAPITAL MANAGEMENT LLC

HOOD RIVER CAPITAL MANAGEMENT LLC
Latest filing: 2026-06-30

HOOD RIVER CAPITAL MANAGEMENT LLC runs HOOD RIVER CAPITAL MANAGEMENT LLC and currently holds 166 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $13.79B. Their top holdings are APLD, DOCN, MTZ, DAVE, BE. The top five represent 20.4% of reported portfolio weight. HOOD RIVER CAPITAL MANAGEMENT LLC ranks #89 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOOD RIVER CAPITAL MANAGEMENT LLC initiated 9 new positions. They added to 65 existing positions. They trimmed 26 positions. Their current best-performing preview position is BB with returns of +290.43%.

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Top 5 Holdings
APLD6.1%
DOCN4.8%
MTZ3.5%
DAVE3.0%
BE3.0%
Top 5: 20.4%
Portfolio Returns
1 Year
+79.04%
#88/1000
3 Year
+181.99%
#83/1000
5 Year
+166.03%
#96/1000

Portfolio Value

$13.79B

Alpha Score

139.6

#89 of 1000

Holdings

166

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166 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
APLD
APPLIED DIGITAL CORP
6.09%$7.40$27.21+267.70%
Trimmed
-2.41%
DOCN
DIGITALOCEAN HOLDINGS INC
4.78%$84.84$115.60+36.26%
Added
+20.46%
MTZ
MASTEC INC
3.54%$101.69$266.35+161.93%
Trimmed
-9.38%
DAVE
DAVE INC
2.98%$86.98$354.72+307.82%
Trimmed
-3.63%
BE
BLOOM ENERGY CORP- A
2.95%$87.52$201.42+130.14%
Trimmed
-14.62%
SMTC
SEMTECH CORP
2.64%$46.91$124.09+164.53%
Trimmed
-1.62%
XPO
XPO INC
1.93%$108.14$197.74+82.86%
Added
+11.87%
FCFS
FIRSTCASH HOLDINGS INC
1.92%$146.42$225.28+53.86%
Added
+7.76%
KRYS
KRYSTAL BIOTECH INC
1.79%$110.48$346.58+213.70%
Added
+7.07%
KNX
KNIGHT-SWIFT TRANSPORTATION
1.73%$57.36$71.60+24.83%
Added
+14.24%

Showing 1-10 of 166