1y return+74.1%S&P 500 +20.9%
3y return+142.0%S&P 500 +68.5%
5y return+94.3%S&P 500 +74.5%
10y return+519.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $620 against $357 in the S&P 500.2
Hood River Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| APLDApplied Digital Corp | $840.0M | 6.1% | −2.4% |
| DOCNDigitalocean Holdings Inc | $659.6M | 4.8% | +20.5% |
| MTZMastec Inc | $488.4M | 3.5% | −9.4% |
| DAVEDave Inc | $411.4M | 3.0% | −3.6% |
| BEBloom Energy Corp- A | $407.4M | 3.0% | −14.6% |
| SMTCSemtech Corp | $364.2M | 2.6% | −1.6% |
| XPOXpo Inc | $266.4M | 1.9% | +11.9% |
| FCFSFirstcash Holdings Inc | $264.3M | 1.9% | +7.8% |
| KRYSKrystal Biotech Inc | $246.6M | 1.8% | +7.1% |
| KNXKnight-swift Transportation | $238.1M | 1.7% | +14.2% |
| LITELumentum Holdings Inc | $225.5M | 1.6% | −4.7% |
| LSCCLattice Semiconductor Corp | $224.8M | 1.6% | +13.6% |
| Livanova PLCCUSIP G5509L101 | $211.0M | 1.5% | +303.0% |
| GHGuardant Health Inc | $209.3M | 1.5% | +6.5% |
| AAOIApplied Optoelectronics Inc | $206.3M | 1.5% | +9.2% |
| BWBabcock & Wilcox Enterpr | $193.0M | 1.4% | +18.0% |
| XMTRXometry Inc-a | $191.9M | 1.4% | +76.8% |
| HUTHut 8 Corp | $190.7M | 1.4% | −10.4% |
| RXORxo Inc | $178.7M | 1.3% | +45.5% |
| KTOSKratos Defense & Security | $156.4M | 1.1% | +15.6% |
| CUBICustomers Banco | $153.6M | 1.1% | +12.2% |
| CLHClean Harbors Inc | $149.0M | 1.1% | +301.3% |
| BBBlackberry Ltd | $147.7M | 1.1% | −1.7% |
| ALHCAlignment Healthcare Inc | $147.3M | 1.1% | +2.1% |
| BANDBandwidth Inc-class A | $145.3M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LITELumentum Holdings Inc | December 31, 2024 | +922.1% | $225.5M |
| KRYSKrystal Biotech Inc | June 30, 2020 | +797.3% | $246.6M |
| MTZMastec Inc | December 31, 2020 | +510.2% | $488.4M |
| AAOIApplied Optoelectronics Inc | September 30, 2025 | +471.4% | $206.3M |
| XMTRXometry Inc-a | September 30, 2024 | +425.4% | $191.9M |
| GHGuardant Health Inc | June 30, 2024 | +419.5% | $209.3M |
| DOCNDigitalocean Holdings Inc | March 31, 2023 | +300.9% | $659.6M |
| CLHClean Harbors Inc | December 31, 2020 | +292.6% | $149.0M |
| BFLYButterfly Network Inc | March 31, 2025 | +269.3% | $111.1M |
| SMTCSemtech Corp | September 30, 2024 | +254.5% | $364.2M |
Sold off last quarter
- FIXComfort Systems Usa Inc was $343.9M
- HCIHci Group Inc was $96.4M
- RMBSRambus Inc was $62.6M
- KRUSKura Sushi Usa Inc Class A was $55.6M
- Nuvalent Inc-aCUSIP 670703107 was $49.2M
- CELHCelsius Holdings Inc was $48.6M
- PEGAPegasytems Inc was $41.5M
- MODModine Manufacturing Co was $40.3M
- Xenergy Reactor CompanyCUSIP 95MSF0942 was $33.5M
- AXTIAxt Inc was $30.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +28.7% | +14.8% |
| March 31, 2026 | +6.7% | −4.6% |
| December 31, 2025 | +6.9% | +2.4% |
| September 30, 2025 | +18.6% | +7.8% |
| June 30, 2025 | +14.2% | +10.5% |
| March 31, 2025 | −12.3% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +11.6% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +12.5% | +10.0% |
| December 31, 2023 | +15.8% | +11.2% |
| September 30, 2023 | −9.4% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | −1.5% | +7.1% |
| September 30, 2022 | +3.5% | −5.3% |
| June 30, 2022 | −20.6% | −16.5% |
| March 31, 2022 | −13.4% | −4.9% |
| December 31, 2021 | +4.3% | +10.7% |
| September 30, 2021 | −2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hood River Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1578177&type=13F-HR&dateb=&owner=include&count=40CIK 1578177
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1578177/000121465926010150/Filed August 14, 2026 · accession 0001214659-26-010150