Hood River Capital Management LLCStock Holdings
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13F Holdings
$8.41 billion
$ Current Holdings
72
# Current Holdings
4
# Positions Opened
43
# Positions Increased
14
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APLD | Applied Digital Corp. | $839,954,485 | 22,518,887 | 22,518,887 | 23,075,612 | 22,037,431 | 21,046,654 | 21,859,031 | 21,266,717 | 15,147,422 | 13,682,568 | |
| DOCN | DigitalOcean Holdings, Inc. | $659,638,905 | 4,200,719 | 4,200,719 | 3,487,118 | 1,138,128 | 1,132,369 | 893,797 | 984,749 | 963,049 | 1,018,042 | |
| MTZ | MasTec, Inc. | $488,420,323 | 1,173,918 | 1,173,918 | 1,295,385 | 1,483,661 | 1,646,425 | 1,692,656 | 1,554,387 | 1,531,104 | 1,479,573 | |