13FBOX
Hood River Capital Management LLC · 13F Holdings
Options Calculator Rankings

Hood River Capital Management LLC

No.478 Data as of 2026Q2
Latest AUM (Q2 2026)
$13.79B
QoQ Change Q1 2026
+$3.85B+38.7%
Holdings
166
New Buys
34
Adds
92
Reduces
38
Exits
34
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAPPLIED DIGITAL CORPAPLD
6.09%5.51%$840.0M22.5M$547.8M23.1M-556,725-2.41%Reduce
DDIGITALOCEAN HLDGS INCDOCN
4.78%3.01%$659.6M4.2M$299.1M3.5M+713,601+20.46%Add
MMASTEC INCMTZ
3.54%4.19%$488.4M1.2M$416.8M1.3M-121,467-9.38%Reduce
DAVE INCDAVE
2.98%2.01%$411.4M1.1M$199.5M1.1M-41,624-3.63%Reduce
BLOOM ENERGY CORPBE
2.95%2.15%$407.4M1.3M$213.6M1.6M-230,385-14.62%Reduce
SSEMTECH CORPSMTC
2.64%1.77%$364.2M2.3M$175.9M2.3M-37,147-1.62%Reduce
XPO INCXPO
1.93%2.27%$266.4M1.3M$225.6M1.2M+137,623+11.87%Add
FIRSTCASH HOLDINGS INCFCFS
1.92%2.14%$264.3M1.2M$213.2M1.1M+87,997+7.76%Add
KRYSTAL BIOTECH INCKRYS
1.79%1.61%$246.6M663,375$160.1M619,586+43,789+7.07%Add
KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX
1.73%1.55%$238.1M3.1M$154.1M2.7M+381,285+14.24%Add
LUMENTUM HLDGS INCLITE
1.63%1.95%$225.5M262,757$193.7M275,623-12,866-4.67%Reduce
LLATTICE SEMICONDUCTOR CORPLSCC
1.63%1.21%$224.8M1.5M$119.9M1.3M+176,446+13.65%Add
LIVANOVA PLCLIVN
1.53%0.41%$211.0M2.6M$40.5M636,540+1.9M+303.03%Add
GUARDANT HEALTH INCGH
1.52%1.22%$209.3M1.4M$121.0M1.3M+85,242+6.51%Add
APPLIED OPTOELECTRONICS INCAAOI
1.5%1.09%$206.3M1.4M$107.9M1.3M+116,991+9.17%Add
BBABCOCK & WILCOX ENTERPRISESBW
1.4%1.71%$193.0M13.7M$170.5M11.6M+2.1M+17.98%Add
XOMETRY INCXMTR
1.39%0.46%$191.9M2.0M$45.9M1.1M+863,627+76.79%Add
HHUT 8 CORPHUT
1.38%0.87%$190.7M1.7M$86.5M1.8M-191,687-10.40%Reduce
RRXO INCRXO
1.3%0.65%$178.7M6.5M$65.1M4.5M+2.0M+45.51%Add
KKRATOS DEFENSE & SEC SOLUTIOKTOS
1.13%1.92%$156.4M3.1M$191.4M2.7M+423,156+15.59%Add
CUSTOMERS BANCORP INCCUBI
1.11%1.21%$153.6M1.9M$120.2M1.7M+210,686+12.17%Add
CLEAN HARBORS INCCLH
1.08%0.36%$149.0M498,747$35.6M124,275+374,472+301.33%Add
BBLACKBERRY LTD FBB
1.07%0.39%$147.7M11.7M$38.5M11.9M-203,791-1.72%Reduce
AALIGNMENT HEALTHCARE INCALHC
1.07%1.07%$147.3M6.2M$106.7M6.1M+130,049+2.15%Add
BBANDWIDTH INC COM CL ABAND
1.05%$145.3M2.3M$00+2.3MNew Buy
PRAXIS PRECISION MEDICINES IPRAX
1.03%1.16%$142.3M425,167$115.5M358,618+66,549+18.56%Add
PTC THERAPEUTICS INCPTCT
1.03%1.14%$141.8M1.7M$113.4M1.7M+74,054+4.45%Add
GGRANITE CONSTR INCSPHB
1%1.07%$137.7M871,255$106.6M889,492-18,237-2.05%Reduce
UUNITY SOFTWARE INCU
0.98%0.99%$135.4M4.7M$98.6M4.5M+242,463+5.40%Add
RRUSH STREET INTERACTIVE INCRSI
0.96%0.8%$132.5M4.5M$79.4M3.7M+803,196+22.00%Add
SCHOLAR ROCK HLDG CORPSRRK
0.89%1.01%$122.4M2.2M$100.8M2.0M+175,109+8.54%Add
ACI WORLDWIDE INCACIW
0.85%0.99%$117.2M2.3M$98.1M2.4M-61,450-2.57%Reduce
EESCO TECHNOLOGIES INCESE
0.84%0.86%$115.6M330,297$85.6M304,140+26,157+8.60%Add
INSMED INCINSM
0.82%1.13%$112.7M1.1M$112.6M688,554+368,317+53.49%Add
RED CAT HLDGS INCRCAT
0.82%0.4%$112.7M10.6M$39.7M3.0M+7.5M+248.77%Add
BUTTERFLY NETWORK INCBFLY
0.81%0.35%$111.1M13.2M$34.8M8.6M+4.6M+53.00%Add
CCAVA GROUP INCCAVA
0.8%0.96%$110.4M1.4M$95.4M1.2M+226,808+19.23%Add
PPROTAGONIST THERAPEUTICS INCPTGX
0.78%0.88%$108.2M882,738$87.4M829,285+53,453+6.45%Add
AAPI GROUP CORP COM STKAPG
0.78%0.96%$107.5M2.5M$95.1M2.3M+192,213+8.19%Add
DRAFTKINGS INC NEWDKNG
0.78%0.1%$107.2M4.2M$9.8M454,105+3.8M+834.91%Add
LIFE TIME GROUP HOLDINGS INCLTH
0.76%0.71%$104.1M2.5M$70.7M2.6M-74,771-2.85%Reduce
BRIDGEBIO PHARMA INCBBIO
0.73%0.94%$100.4M1.3M$93.9M1.3M+82,455+6.52%Add
SITIME CORPSITM
0.72%0.7%$99.7M133,699$70.0M202,750-69,051-34.06%Reduce
AXSOME THERAPEUTICS INC.AXSM
0.71%0.63%$98.6M402,678$62.8M371,503+31,175+8.39%Add
ONDAS INCONDS
0.7%0.93%$96.3M11.7M$92.8M10.3M+1.4M+13.90%Add
KKARMAN HLDGS INCKRMN
0.69%1.04%$95.6M1.9M$103.2M1.3M+627,209+48.67%Add
TTTM TECHNOLOGIES INCTTMI
0.68%0.51%$93.8M501,716$50.3M516,431-14,715-2.85%Reduce
AEROVIRONMENT INCAVAV
0.68%$93.1M564,254$00+564,254New Buy
WESBANCO INCWSBC
0.67%0.7%$92.4M2.4M$69.5M2.0M+353,378+17.55%Add
ARROWHEAD PHARMACEUTICALS INARWR
0.66%0.67%$91.4M1.1M$66.2M1.1M+64,213+6.08%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow