HOOD RIVER CAPITAL MANAGEMENT LLC 13F Portfolio
HOOD RIVER CAPITAL MANAGEMENT LLC runs HOOD RIVER CAPITAL MANAGEMENT LLC and currently holds 166 stock positions, which is fewer than the average of 231 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 #90 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%.
Portfolio Value
$13.79B
Alpha Score
139.4
#90 of 1000
Holdings
166
HOOD RIVER CAPITAL MANAGEMENT LLC Current 13F Holdings
Reported holdings from HOOD RIVER CAPITAL MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
166 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 APLD APPLIED DIGITAL CORP | 6.09% | $7.40 | $23.68 | +220.00% | Trimmed -2.41% |
 DOCN DIGITALOCEAN HOLDINGS INC | 4.78% | $84.84 | $134.86 | +58.96% | Added +20.46% |
 MTZ MASTEC INC | 3.54% | $101.69 | $212.55 | +109.02% | Trimmed -9.38% |
 DAVE DAVE INC | 2.98% | $86.98 | $368.42 | +323.57% | Trimmed -3.63% |
 BE BLOOM ENERGY CORP- A | 2.95% | $87.52 | $280.18 | +220.13% | Trimmed -14.62% |
 SMTC SEMTECH CORP | 2.64% | $46.91 | $187.30 | +299.28% | Trimmed -1.62% |
 XPO XPO INC | 1.93% | $108.14 | $183.57 | +69.75% | Added +11.87% |
 FCFS FIRSTCASH HOLDINGS INC | 1.92% | $146.42 | $213.70 | +45.95% | Added +7.76% |
 KRYS KRYSTAL BIOTECH INC | 1.79% | $110.48 | $331.61 | +200.15% | Added +7.07% |
 KNX KNIGHT-SWIFT TRANSPORTATION | 1.73% | $57.36 | $64.46 | +12.38% | Added +14.24% |
Showing 1-10 of 166