Hood River Capital Management LLC
13F filer · CIK 1578177 · Palm Beach Gardens, FL
Summary
Hood River Capital Management LLC reported $13.79B across 166 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are APLD (6.1%), DOCN (4.8%), MTZ (3.5%). Versus 2026 Q1, leaving options aside, it opened 35 new positions, added to 92, trimmed 37 and sold out of 36.
Reported value$13.79B
Positions166
Report period2026 Q2
FiledAug 14, 2026
New positions35
Added92
Trimmed37
Sold out36
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.1%Value $839.95MPrice $25.41Shares 22.52M -2.41%Since Jun 30 -31.88%
Weight 4.8%Value $659.64MPrice $135.01Shares 4.20M +20.46%Since Jun 30 -14.02%
Weight 3.5%Value $488.42MPrice $210.23Shares 1.17M -9.38%Since Jun 30 -49.47%
Weight 3.0%Value $411.44MPrice $326.44Shares 1.10M -3.63%Since Jun 30 -12.39%
Weight 3.0%Value $407.40MPrice $291.25Shares 1.35M -14.62%Since Jun 30 -3.78%
Weight 2.6%Value $364.22MPrice $180.10Shares 2.25M -1.62%Since Jun 30 +11.28%
Weight 1.9%Value $266.35MPrice $177.37Shares 1.30M +11.87%Since Jun 30 -13.60%
Weight 1.9%Value $264.32MPrice $212.82Shares 1.22M +7.76%Since Jun 30 -1.62%
Weight 1.8%Value $246.56MPrice $335.06Shares 663K +7.07%Since Jun 30 -9.85%
Weight 1.7%Value $238.15MPrice $64.19Shares 3.06M +14.24%Since Jun 30 -17.57%
Weight 1.6%Value $225.46MPrice $973.49Shares 263K -4.67%Since Jun 30 +13.45%
Weight 1.6%Value $224.78MPrice $125.45Shares 1.47M +13.65%Since Jun 30 -17.99%
Weight 1.5%Value $210.96MPrice $76.99Shares 2.57M +303.03%Since Jun 30 -6.37%
Weight 1.5%Value $209.34MPrice $177.73Shares 1.40M +6.51%Since Jun 30 +18.46%
Weight 1.5%Value $206.31MPrice $100.67Shares 1.39M +9.17%Since Jun 30 -32.05%
Weight 1.4%Value $193.02MPrice $5.81Shares 13.69M +17.98%Since Jun 30 -58.79%
Weight 1.4%Value $191.92MPrice $104.23Shares 1.99M +76.79%Since Jun 30 +7.99%
Weight 1.4%Value $190.70MPrice $92.86Shares 1.65M -10.40%Since Jun 30 -19.56%
Weight 1.3%Value $178.74MPrice $20.71Shares 6.48M +45.51%Since Jun 30 -24.94%
Weight 1.1%Value $156.45MPrice $43.05Shares 3.14M +15.59%Since Jun 30 -13.66%
Weight 1.1%Value $153.61MPrice $74.52Shares 1.94M +12.17%Since Jun 30 -5.79%
Weight 1.1%Value $149.00MPrice $311.68Shares 499K +301.33%Since Jun 30 +4.33%
Weight 1.1%Value $147.66MPrice $8.72Shares 11.67M -1.72%Since Jun 30 -31.07%
Weight 1.1%Value $147.25MPrice $7.91Shares 6.18M +2.15%Since Jun 30 -66.78%
Weight 1.1%Value $145.33MPrice $62.28Shares 2.30MSince Jun 30 -1.61%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.1% | $839.95M | -31.88% | -2.41% | Trim | |
| 4.8% | $659.64M | -14.02% | +20.46% | Add | |
| 3.5% | $488.42M | -49.47% | -9.38% | Trim | |
| 3.0% | $411.44M | -12.39% | -3.63% | Trim | |
| 3.0% | $407.40M | -3.78% | -14.62% | Trim | |
| 2.6% | $364.22M | +11.28% | -1.62% | Trim | |
| 1.9% | $266.35M | -13.60% | +11.87% | Add | |
| 1.9% | $264.32M | -1.62% | +7.76% | Add | |
| 1.8% | $246.56M | -9.85% | +7.07% | Add | |
| 1.7% | $238.15M | -17.57% | +14.24% | Add | |
| 1.6% | $225.46M | +13.45% | -4.67% | Trim | |
| 1.6% | $224.78M | -17.99% | +13.65% | Add | |
| 1.5% | $210.96M | -6.37% | +303.03% | Add | |
| 1.5% | $209.34M | +18.46% | +6.51% | Add | |
| 1.5% | $206.31M | -32.05% | +9.17% | Add | |
| 1.4% | $193.02M | -58.79% | +17.98% | Add | |
| 1.4% | $191.92M | +7.99% | +76.79% | Add | |
| 1.4% | $190.70M | -19.56% | -10.40% | Trim | |
| 1.3% | $178.74M | -24.94% | +45.51% | Add | |
| 1.1% | $156.45M | -13.66% | +15.59% | Add | |
| 1.1% | $153.61M | -5.79% | +12.17% | Add | |
| 1.1% | $149.00M | +4.33% | +301.33% | Add | |
| 1.1% | $147.66M | -31.07% | -1.72% | Trim | |
| 1.1% | $147.25M | -66.78% | +2.15% | Add | |
| 1.1% | $145.33M | -1.61% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.