Hood River Capital Management
Hood River Capital Management reported 166 stocks worth $13.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are APLD (6.1%), DOCN (4.8%) and MTZ (3.5%). Compared with Q1 2026, the fund opened new positions in BAND, AVAV and CGNX, added to DOCN, XPO and FCFS, trimmed APLD, MTZ and DAVE and sold out of FIX, HCI and RMBS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APLD Applied Digital Corp | $840M | 6.1% | 22.5M | −557K (−2%) | 8 of 8 | |
| 2 |  DOCN Digitalocean Hldgs Inc | $660M | 4.8% | 4.2M | +714K (+20%) | 8 of 8 | |
| 3 |  MTZ Mastec Inc | $488M | 3.5% | 1.2M | −121K (−9%) | 8 of 8 | |
| 4 |  DAVE Dave Inc | $411M | 3.0% | 1.1M | −42K (−4%) | 8 of 8 | |
| 5 |  BE Bloom Energy Corp | $407M | 3.0% | 1.3M | −230K (−15%) | 3 of 8 | |
| 6 |  SMTC Semtech Corp | $364M | 2.6% | 2.3M | −37K (−2%) | 8 of 8 | |
| 7 |  XPO Xpo Inc | $266M | 1.9% | 1.3M | +138K (+12%) | 8 of 8 | |
| 8 |  FCFS Firstcash Holdings Inc | $264M | 1.9% | 1.2M | +88K (+8%) | 6 of 8 | |
| 9 |  KRYS Krystal Biotech Inc | $247M | 1.8% | 663K | +44K (+7%) | 8 of 8 | |
| 10 |  KNX Knight-Swift Transn Hldgs in | $238M | 1.7% | 3.1M | +381K (+14%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FIX Comfort Sys USA Inc | $344M | 249K |
 HCI Hci Group Inc | $96.4M | 624K |
 RMBS Rambus Inc Del | $62.6M | 727K |
 KRUS Kura Sushi USA Inc | $55.6M | 796K |
NUVALENT INC | $49.2M | 480K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Hood River Capital Management 13F FAQ
What does Hood River Capital Management own?
Hood River Capital Management reported 166 stocks worth $13.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are APLD (6.1%), DOCN (4.8%) and MTZ (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Hood River Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 35 new positions, 92 added to, 37 trimmed and 36 sold out. New positions include BAND, AVAV and CGNX. It sold all of FIX, HCI and RMBS.
When will Hood River Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hood River Capital Management's portfolio worth?
The Q2 2026 filing reports $13.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.