Hood River Capital Management LLC holds a diversified book of 167 stocks worth $10.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Cava Group Inc and trimmed Mastec Inc. Their largest long position is Applied Digital Corp at 5% of the equity book.
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Use Arkolith to show Hood River Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Digital Corp COMMON STOCKS | $547.8M | 23.08M | 5.5% | ▲+4.7% Added · +1.0M sh | |
| 2 | Mastec Inc COMMON STOCKS | $416.8M | 1.30M | 4.2% | ▼−13% Reduced · −188K sh | |
| 3 | Comfort Systems USA Inc COMMON STOCKS | $343.9M | 249.4K | 3.4% | ▲+1.4% Added · +4K sh | |
| 4 | Digitalocean Holdings Inc COMMON STOCKS | $299.1M | 3.49M | 3.0% | ▲+206% Added · +2.3M sh | |
| 5 | Xpo Inc COMMON STOCKS | $225.6M | 1.16M | 2.3% | ▲+0.9% Added · +11K sh | |
| 6 | Bloom Energy Corp- A COMMON STOCKS | $213.6M | 1.58M | 2.1% | ▲+1.3% Added · +21K sh | |
| 7 | Firstcash Holdings Inc COMMON STOCKS | $213.2M | 1.13M | 2.1% | ▲+1.6% Added · +18K sh | |
| 8 | Dave Inc COMMON STOCKS | $199.5M | 1.15M | 2.0% | ▲+2.7% Added · +30K sh | |
| 9 | Lumentum Holdings Inc COMMON STOCKS | $193.7M | 275.6K | 1.9% | ▼−9.1% Reduced · −28K sh | |
| 10 | Kratos Defense & Security COMMON STOCKS | $191.4M | 2.71M | 1.9% | ▼−1.1% Reduced · −31K sh | |
| 11 | Semtech Corp COMMON STOCKS | $175.9M | 2.29M | 1.8% | ▲+2.3% Added · +51K sh | |
| 12 | Babcock & Wilcox Enterpr COMMON STOCKS | $170.5M | 11.60M | 1.7% | ▲+9.0% Added · +955K sh | |
| 13 | Krystal Biotech Inc COMMON STOCKS | $160.1M | 619.6K | 1.6% | ▲+1.0% Added · +6K sh | |
| 14 | Qxo Inc COMMON STOCKS | $158.0M | 8.14M | 1.6% | ▲+1.0% Added · +83K sh | |
| 15 | Knight-Swift Transportation COMMON STOCKS | $154.1M | 2.68M | 1.5% | ▲+69% Added · +1.1M sh | |
| 16 | Madrigal Pharmaceuticals Inc COMMON STOCKS | $130.6M | 249.5K | 1.3% | ▲+0.8% Added · +2K sh | |
| 17 | Guardant Health Inc COMMON STOCKS | $121.0M | 1.31M | 1.2% | ▲+34% Added · +332K sh | |
| 18 | Customers Banco COMMON STOCKS | $120.2M | 1.73M | 1.2% | ▲+0.3% Added · +6K sh | |
| 19 | Lattice Semiconductor Corp COMMON STOCKS | $119.9M | 1.29M | 1.2% | ▲+40% Added · +371K sh | |
| 20 | Praxis Precision Medicines I COMMON STOCKS | $115.5M | 358.6K | 1.2% | ▲+24% Added · +69K sh | |
| 21 | PTC Therapeutics Inc COMMON STOCKS | $113.4M | 1.66M | 1.1% | ▲+66% Added · +661K sh | |
| 22 | Insmed Inc COMMON STOCKS | $112.6M | 688.6K | 1.1% | ▲+8.0% Added · +51K sh | |
| 23 | Applied Optoelectronics Inc COMMON STOCKS | $107.9M | 1.28M | 1.1% | ▼~0% Reduced · −102 sh | |
| 24 | Alignment Healthcare Inc COMMON STOCKS | $106.7M | 6.05M | 1.1% | ▼−1.9% Reduced · −119K sh | |
| 25 | Granite Construction Inc COMMON STOCKS | $106.6M | 889.5K | 1.1% | ▲+6.3% Added · +53K sh | |
| 26 | Karman Holdings Inc COMMON STOCKS | $103.2M | 1.29M | 1.0% | ▼−0.3% Reduced · −5K sh | |
| 27 | Scholar Rock Holding Corp COMMON STOCKS | $100.8M | 2.05M | 1.0% | ▲+1.1% Added · +23K sh | |
| 28 | Ensign Group Inc COMMON STOCKS | $98.8M | 490.4K | 1.0% | ▼−0.3% Reduced · −2K sh | |
| 29 | Osi Systems Inc COMMON STOCKS | $98.8M | 372.1K | 1.0% | ▼−1.9% Reduced · −7K sh | |
| 30 | Unity Software Inc COMMON STOCKS | $98.6M | 4.49M | 1.0% | ▲+61% Added · +1.7M sh | |
| 31 | Aci Worldwide Inc COMMON STOCKS | $98.1M | 2.39M | 1.0% | ▼−21% Reduced · −645K sh | |
| 32 | Hci Group Inc COMMON STOCKS | $96.4M | 623.8K | 1.0% | ▼−17% Reduced · −124K sh | |
| 33 | Cava Group Inc COMMON STOCKS | $95.4M | 1.18M | 1.0% | ▲New New position | |
| 34 | Api Group Corp COMMON STOCKS | $95.1M | 2.35M | 1.0% | ▲+1.3% Added · +31K sh | |
| 35 | Denison Mines Corp COMMON STOCKS | $94.7M | 26.83M | 0.9% | ▼−0.7% Reduced · −184K sh | |
| 36 | Bridgebio Pharma Inc COMMON STOCKS | $93.9M | 1.27M | 0.9% | ▲+0.8% Added · +10K sh | |
| 37 | Ondas Inc COMMON STOCKS | $92.8M | 10.26M | 0.9% | ▼−41% Reduced · −7.1M sh | |
| 38 | Atricure Inc COMMON STOCKS | $88.9M | 3.12M | 0.9% | ▲+0.7% Added · +21K sh | |
| 39 | Protagonist The COMMON STOCKS | $87.4M | 829.3K | 0.9% | ▲New New position | |
| 40 | Hut 8 Corp COMMON STOCKS | $86.5M | 1.84M | 0.9% | ▲+77% Added · +802K sh | |
| 41 | Esco Technologies Inc COMMON STOCKS | $85.6M | 304.1K | 0.9% | ▲+1.3% Added · +4K sh | |
| 42 | Ollies Bargain Outlet Hldg Inc COMMON STOCKS | $80.4M | 873.9K | 0.8% | ▼−3.3% Reduced · −30K sh | |
| 43 | Rush Street Interactive Inc COMMON STOCKS | $79.4M | 3.65M | 0.8% | ▲+3.4% Added · +120K sh | |
| 44 | USA Rare Earth Inc COMMON STOCKS | $79.4M | 4.24M | 0.8% | ▲New New position | |
| 45 | Radnet Inc COMMON STOCKS | $78.9M | 1.41M | 0.8% | ▲+1.1% Added · +16K sh | |
| 46 | Signet Jewelers Ltd COMMON STOCKS | $71.9M | 849.2K | 0.7% | ▼−0.1% Reduced · −1K sh | |
| 47 | Life Time Group Holdings Inc COMMON STOCKS | $70.7M | 2.62M | 0.7% | ▼−40% Reduced · −1.8M sh | |
| 48 | Sitime Corp COMMON STOCKS | $70.0M | 202.8K | 0.7% | ▼−24% Reduced · −65K sh | |
| 49 | Transmedics Group Inc COMMON STOCKS | $69.6M | 699.8K | 0.7% | ▲+1.4% Added · +9K sh | |
| 50 | Wesbanco Inc COMMON STOCKS | $69.5M | 2.01M | 0.7% | ▲+125% Added · +1.1M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 170 | $10.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 175 | $9.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 156 | $8.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 148 | $7.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 144 | $5.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 159 | $6.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 142 | $6.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 144 | $4.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 128 | $4.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 122 | $3.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 124 | $3.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 121 | $3.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 114 | $3.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 105 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 120 | $2.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 121 | $2.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 151 | $3.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 147 | $3.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 147 | $3.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 114 | $3.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 116 | $3.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 105 | $3.0B | 13F-HR/A |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 103 | $2.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.