Hood River Capital Management LLC

FundPalm Beach Gardens · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$13.8B

Reported value of US stock holdings on Jun 30, the filing's own figure

166 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

35, biggest 4

BAND BANDWIDTH INC-CLASS A 2.3M shares1.1% of this fund's holdings

AVAV AEROVIRONMENT INC 564K shares0.7% of this fund's holdings

CGNX COGNEX CORP 1.2M shares0.6% of this fund's holdings

CELC CELCUITY INC 628K shares0.5% of this fund's holdings

Sold out

36, biggest 4

FIX COMFORT SYSTEMS USA INC All 249K shares

HCI HCI GROUP INC All 624K shares

RMBS RAMBUS INC All 727K shares

KRUS KURA SUSHI USA INC CLASS A All 796K shares

Added to

91, biggest 4

DOCN DIGITALOCEAN HOLDINGS INC +714K shares+20%

XPO XPO INC +138K shares+12%

FCFS FIRSTCASH HOLDINGS INC +87,997 shares+8%

KRYS KRYSTAL BIOTECH INC +43,789 shares+7%

Trimmed

28, biggest 4

APLD APPLIED DIGITAL CORP −557K shares−2%

MTZ MASTEC INC −121K shares−9%

DAVE DAVE INC −41,624 shares−4%

BE BLOOM ENERGY CORP- A −230K shares−15%

Top holdings

Reference, not news

Top holdings · 166 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 APLD APPLIED DIGITAL CORP 22.5M 6.1% −2%

2 DOCN DIGITALOCEAN HOLDINGS INC 4.2M 4.8% +20%

3 MTZ MASTEC INC 1.2M 3.5% −9%

4 DAVE DAVE INC 1.1M 3.0% −4%

5 BE BLOOM ENERGY CORP- A 1.3M 3.0% −15%

6 SMTC SEMTECH CORP 2.3M 2.6% −2%

7 XPO XPO INC 1.3M 1.9% +12%

8 FCFS FIRSTCASH HOLDINGS INC 1.2M 1.9% +8%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.