Hood River Capital Management LLC — 13F holdings

Hood River Capital Management LLC reported 166 holdings worth $13.8B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APLD APPLIED DIGITAL CORP — $840M (6.1%)
2. DOCN DIGITALOCEAN HLDGS INC — $660M (4.8%)
3. MTZ MASTEC INC — $488M (3.5%)
4. DAVE DAVE INC — $411M (3.0%)
5. BE BLOOM ENERGY CORP — $407M (3.0%)
6. SMTC SEMTECH CORP — $364M (2.6%)
7. XPO XPO INC — $266M (1.9%)
8. FCFS FIRSTCASH HOLDINGS INC — $264M (1.9%)
9. KRYS KRYSTAL BIOTECH INC — $247M (1.8%)
10. KNX KNIGHT-SWIFT TRANSN HLDGS IN — $238M (1.7%)