Arkolith/Funds/Hood River Capital Management LLC

Hood River Capital Management LLC

CIK 1578177
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Hood River Capital Management LLC holds a diversified book of 166 stocks worth $13.8B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Bandwidth Inc-Class A and trimmed Applied Digital Corp. Their largest long position is Applied Digital Corp at 6% of the equity book.

Opened
72
bought for the first time
Added to
92
already held, bought more
Trimmed
37
sold some, still holds it
Sold out
36
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
30%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
30%
Health Care
21%
Industrials
20%
Consumer Discretionary
10%
Financials
9%
Communication Services
4%
Materials
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hood River Capital Management LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO80 / 80$10.8B
MORGAN STANLEY80 / 80$10.3B
GOLDMAN SACHS GROUP INC80 / 80$8.5B
UBS Group AG80 / 80$7.1B
BANK OF AMERICA CORP /DE/80 / 80$5.8B
WELLS FARGO & COMPANY/MN80 / 80$1.5B
BARCLAYS PLC80 / 80$1.5B
CITIGROUP INC80 / 80$1.5B

Ranked by how many of Hood River Capital Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

166 positions
#SecurityValueShares% PortLast moveHistory
1Applied Digital Corp
COMMON STOCKS
$840.0M22.52M
6.1%
▼−2.4%
Reduced · −557K sh
2Digitalocean Holdings Inc
COMMON STOCKS
$659.6M4.20M
4.8%
▲+20%
Added · +714K sh
3Mastec Inc
COMMON STOCKS
$488.4M1.17M
3.5%
▼−9.4%
Reduced · −121K sh
4Dave Inc
COMMON STOCKS
$411.4M1.10M
3.0%
▼−3.6%
Reduced · −42K sh
5Bloom Energy Corp- A
COMMON STOCKS
$407.4M1.35M
3.0%
▼−15%
Reduced · −230K sh
6Semtech Corp
COMMON STOCKS
$364.2M2.25M
2.6%
▼−1.6%
Reduced · −37K sh
7Xpo Inc
COMMON STOCKS
$266.4M1.30M
1.9%
▲+12%
Added · +138K sh
8Firstcash Holdings Inc
COMMON STOCKS
$264.3M1.22M
1.9%
▲+7.8%
Added · +88K sh
9Krystal Biotech Inc
COMMON STOCKS
$246.6M663.4K
1.8%
▲+7.1%
Added · +44K sh
10Knight-Swift Transportation
COMMON STOCKS
$238.1M3.06M
1.7%
▲+14%
Added · +381K sh
11Lumentum Holdings Inc
COMMON STOCKS
$225.5M262.8K
1.6%
▼−4.7%
Reduced · −13K sh
12Lattice Semiconductor Corp
COMMON STOCKS
$224.8M1.47M
1.6%
▲+14%
Added · +176K sh
13Livanova PLC
COMMON STOCKS
$211.0M2.57M
1.5%
▲+303%
Added · +1.9M sh
14Guardant Health Inc
COMMON STOCKS
$209.3M1.40M
1.5%
▲+6.5%
Added · +85K sh
15Applied Optoelectronics Inc
COMMON STOCKS
$206.3M1.39M
1.5%
▲+9.2%
Added · +117K sh
16Babcock & Wilcox Enterpr
COMMON STOCKS
$193.0M13.69M
1.4%
▲+18%
Added · +2.1M sh
17Xometry Inc-A
COMMON STOCKS
$191.9M1.99M
1.4%
▲+77%
Added · +864K sh
18Hut 8 Corp
COMMON STOCKS
$190.7M1.65M
1.4%
▼−10%
Reduced · −192K sh
19Rxo Inc
COMMON STOCKS
$178.7M6.48M
1.3%
▲+46%
Added · +2.0M sh
20Kratos Defense & Security
COMMON STOCKS
$156.4M3.14M
1.1%
▲+16%
Added · +423K sh
21Customers Banco
COMMON STOCKS
$153.6M1.94M
1.1%
▲+12%
Added · +211K sh
22Clean Harbors Inc
COMMON STOCKS
$149.0M498.7K
1.1%
▲+301%
Added · +374K sh
23Blackberry Ltd
COMMON STOCKS
$147.7M11.67M
1.1%
▼−1.7%
Reduced · −204K sh
24Alignment Healthcare Inc
COMMON STOCKS
$147.3M6.18M
1.1%
▲+2.1%
Added · +130K sh
25Bandwidth Inc-Class A
COMMON STOCKS
$145.3M2.30M
1.1%
▲New
New position
26Praxis Precision Medicines I
COMMON STOCKS
$142.3M425.2K
1.0%
▲+19%
Added · +67K sh
27PTC Therapeutics Inc
COMMON STOCKS
$141.8M1.74M
1.0%
▲+4.4%
Added · +74K sh
28Granite Construction Inc
COMMON STOCKS
$137.7M871.3K
1.0%
▼−2.0%
Reduced · −18K sh
29Unity Software Inc
COMMON STOCKS
$135.4M4.74M
1.0%
▲+5.4%
Added · +242K sh
30Rush Street Interactive Inc
COMMON STOCKS
$132.5M4.45M
1.0%
▲+22%
Added · +803K sh
31Scholar Rock Holding Corp
COMMON STOCKS
$122.4M2.22M
0.9%
▲+8.5%
Added · +175K sh
32Aci Worldwide Inc
COMMON STOCKS
$117.2M2.33M
0.8%
▼−2.6%
Reduced · −61K sh
33Esco Technologies Inc
COMMON STOCKS
$115.6M330.3K
0.8%
▲+8.6%
Added · +26K sh
34Insmed Inc
COMMON STOCKS
$112.7M1.06M
0.8%
▲+53%
Added · +368K sh
35Red Cat Holdings Inc
COMMON STOCKS
$112.7M10.58M
0.8%
▲+249%
Added · +7.5M sh
36Butterfly Network Inc
COMMON STOCKS
$111.1M13.19M
0.8%
▲+53%
Added · +4.6M sh
37Cava Group Inc
COMMON STOCKS
$110.4M1.41M
0.8%
▲+19%
Added · +227K sh
38Protagonist The
COMMON STOCKS
$108.2M882.7K
0.8%
▲+6.4%
Added · +53K sh
39Api Group Corp
COMMON STOCKS
$107.5M2.54M
0.8%
▲+8.2%
Added · +192K sh
40Draftkings Inc - CL A
COMMON STOCKS
$107.2M4.25M
0.8%
▲+835%
Added · +3.8M sh
41Life Time Group Holdings Inc
COMMON STOCKS
$104.1M2.55M
0.8%
▼−2.8%
Reduced · −75K sh
42Bridgebio Pharma Inc
COMMON STOCKS
$100.4M1.35M
0.7%
▲+6.5%
Added · +82K sh
43Sitime Corp
COMMON STOCKS
$99.7M133.7K
0.7%
▼−34%
Reduced · −69K sh
44Axsome Therapeutics Inc
COMMON STOCKS
$98.6M402.7K
0.7%
▲+8.4%
Added · +31K sh
45Ondas Inc
COMMON STOCKS
$96.3M11.69M
0.7%
▲+14%
Added · +1.4M sh
46Karman Holdings Inc
COMMON STOCKS
$95.6M1.92M
0.7%
▲+49%
Added · +627K sh
47TTM Technologies
COMMON STOCKS
$93.8M501.7K
0.7%
▼−2.8%
Reduced · −15K sh
48Aerovironment Inc
COMMON STOCKS
$93.1M564.3K
0.7%
▲New
New position
49Wesbanco Inc
COMMON STOCKS
$92.4M2.37M
0.7%
▲+18%
Added · +353K sh
50Arrowhead Pharmaceuticals In
COMMON STOCKS
$91.4M1.12M
0.7%
▲+6.1%
Added · +64K sh
Showing 50 of 166 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026166$13.8B13F-HR
Q1 2026Mar 31, 2026May 15, 2026170$10.0B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026175$9.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025156$8.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025148$7.2B13F-HR
Q1 2025Mar 31, 2025May 15, 2025144$5.9B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025159$6.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024142$6.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024144$4.8B13F-HR
Q1 2024Mar 31, 2024May 15, 2024128$4.5B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024122$3.6B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023124$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023121$3.4B13F-HR
Q1 2023Mar 31, 2023May 15, 2023114$3.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023105$2.8B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022120$2.6B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022121$2.5B13F-HR
Q1 2022Mar 31, 2022May 16, 2022151$3.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022147$3.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021147$3.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021114$3.4B13F-HR
Q1 2021Mar 31, 2021May 17, 2021116$3.1B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021105$3.0B13F-HR/A
Amended / restated
  • Q4 2020 · filed Feb 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.