Hood River Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HR Hood River Capital Management LLC | Institutional Filer | ▲ 9.38% | $9.98B | 167 |
Current Portfolio Holdings
Showing all 167 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | APLD | Applied Digital Corporation | Technology | 23.1M | $547.8M | 5.49% |
| 2 | MTZ | MasTec, Inc. | Industrials | 1.3M | $416.8M | 4.18% |
| 3 | FIX | Comfort Systems USA, Inc. | Industrials | 249K | $343.9M | 3.45% |
| 4 | DOCN | DigitalOcean Holdings, Inc. | Technology | 3.5M | $299.1M | 3.00% |
| 5 | XPO | XPO Logistics, Inc. | Industrials | 1.2M | $225.6M | 2.26% |
| 6 | BE | Bloom Energy Corporation | Industrials | 1.6M | $213.6M | 2.14% |
| 7 | FCFS | FirstCash Holdings, Inc | Financial Services | 1.1M | $213.2M | 2.14% |
| 8 | DAVE | Dave Inc. | Technology | 1.1M | $199.5M | 2.00% |
| 9 | LITE | Lumentum Holdings Inc. | Technology | 276K | $193.7M | 1.94% |
| 10 | KTOS | Kratos Defense & Security Solutions, Inc. | Industrials | 2.7M | $191.4M | 1.92% |
| 11 | SMTC | Semtech Corporation | Technology | 2.3M | $175.9M | 1.76% |
| 12 | BW | Babcock & Wilcox Enterprises, Inc. | Industrials | 11.6M | $170.5M | 1.71% |
| 13 | KRYS | Krystal Biotech, Inc. | Healthcare | 620K | $160.1M | 1.60% |
| 14 | QXO | QXO, Inc. | Technology | 8.1M | $158.0M | 1.58% |
| 15 | KNX | Knight-Swift Transportation Holdings Inc. | Industrials | 2.7M | $154.1M | 1.54% |
Showing 1 to 15 of 167 holdings