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13F-HR filed by Hood River Capital Management LLC

Hood River Capital Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 166 holding rows worth $13,791,963,477.

Accession
0001214659-26-010150
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 166 entries on the cover page, a total value of $13,791,963,477 stated on the cover page (in dollars after the unit check, H1), rows summing to $13,791,963,477 with VALUE read as dollars as filed, 13F file number 028-15562. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
APPLIED DIGITAL CORP COM NEW038169207Stock22,518,887$839,954,485dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock4,200,719$659,638,905dollars as filed
MASTEC INC COM576323109Stock1,173,918$488,420,323dollars as filed
DAVE INC23834J201CLASS A COM NEW1,104,277$411,442,567dollars as filed
BLOOM ENERGY CORP093712107COM1,345,873$407,395,757dollars as filed
SEMTECH CORP COM816850101Stock2,250,382$364,224,327dollars as filed
XPO INC COM983793100Stock1,297,453$266,354,126dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM1,221,912$264,324,004dollars as filed
KRYSTAL BIOTECH INC COM501147102Stock663,375$246,556,586dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A3,058,241$238,145,227dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock262,757$225,461,271dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock1,469,538$224,780,532dollars as filed
LIVANOVA PLCG5509L101SHS2,565,477$210,959,174dollars as filed
GUARDANT HEALTH INC COM40131M109Stock1,395,307$209,337,909dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM1,392,510$206,314,282dollars as filed
BABCOCK & WILCOX ENTERPRISES05614L209COM13,689,679$193,024,474dollars as filed
XOMETRY INC98423F109CLASS A COM1,988,360$191,916,507dollars as filed
HUT 8 CORP44812J104COM1,651,895$190,703,018dollars as filed
RXO, Inc.74982T103Common Stock, $0.01 par value6,478,546$178,743,084dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW3,137,727$156,447,068dollars as filed
CUSTOMERS BANCORP INC23204G100COM1,941,996$153,611,884dollars as filed
CLEAN HARBORS INC COM184496107Stock498,747$149,000,666dollars as filed
BLACKBERRY LTD COM09228F103Stock11,672,761$147,660,427dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock6,184,526$147,253,564dollars as filed
BANDWIDTH INC05988J103COM CL A2,295,924$145,331,989dollars as filed
PRAXIS PRECISION MEDICINES I74006W207COM NEW425,167$142,341,660dollars as filed
PTC THERAPEUTICS INC69366J200COM1,738,613$141,818,662dollars as filed
GRANITE CONSTR INC COM387328107Stock871,255$137,727,990dollars as filed
UNITY SOFTWARE INC COM91332U101Stock4,736,216$135,361,053dollars as filed
RUSH STREET INTERACTIVE INC782011100COM4,454,433$132,474,837dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM2,224,788$122,363,340dollars as filed
ACI WORLDWIDE INC COM004498101Stock2,329,869$117,169,112dollars as filed
ESCO TECHNOLOGIES INC296315104COM330,297$115,617,162dollars as filed
INSMED INC COM PAR $.01457669307Stock1,056,871$112,683,586dollars as filed
RED CAT HLDGS INC75644T100COM10,578,223$112,658,075dollars as filed
BUTTERFLY NETWORK INC124155102COM CL A13,190,130$111,060,895dollars as filed
CAVAGROUPINC148929102STOK1,406,249$110,362,422dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM882,738$108,206,024dollars as filed
API GROUP CORP COM STK00187Y100Stock2,538,774$107,517,079dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A4,245,469$107,240,547dollars as filed
LIFE TIME GROUP HOLDINGS INC COMMON STOCK53190C102Stock2,549,719$104,130,524dollars as filed
BRIDGEBIO PHARMA INC10806X102COM1,347,535$100,364,407dollars as filed
SITIME CORP COM82982T106Stock133,699$99,680,626dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock402,678$98,563,494dollars as filed
ONDAS HLDGS INC68236H204COM NEW11,688,295$96,311,551dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock1,915,993$95,646,371dollars as filed
TTM TECHNOLOGIES INC87305R109COM501,716$93,830,926dollars as filed
AEROVIRONMENT INC COM008073108Stock564,254$93,141,408dollars as filed
WESBANCO INC950810101COM2,367,331$92,396,929dollars as filed
ARROWHEAD PHARMACEUTICALS IN04280A100COM1,120,747$91,352,088dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock169,084$90,789,654dollars as filed
OSI SYSTEMS INC671044105COM414,304$90,608,285dollars as filed
RADNET INC750491102COM1,456,205$89,804,162dollars as filed
TG THERAPEUTICS INC COM88322Q108Stock1,600,510$87,932,019dollars as filed
PALOMAR HLDGS INC COM69753M105Stock682,283$86,233,748dollars as filed
QXO INC COM NEW82846H405Stock4,938,602$85,339,043dollars as filed
COGNEX CORP192422103COM1,172,170$84,888,551dollars as filed
DENISON MINES CORP248356107COM26,723,056$81,772,551dollars as filed
ATRICURE INC04963C209COM2,905,299$81,290,266dollars as filed
ENSIGN GROUP INC29358P101COM504,517$80,874,075dollars as filed
USA RARE EARTH INC COM91733P107Stock3,688,848$79,605,340dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM469,233$79,082,184dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock12,929,769$78,354,400dollars as filed
ALMONTY INDUSTRIES INC020398707COMMON STOCK4,621,107$76,525,532dollars as filed
SIGNET JEWELERS LTD SHSG81276100Stock878,274$75,707,219dollars as filed
VSE CORP COM918284100Stock330,182$75,446,587dollars as filed
SCHNEIDER NATIONAL INC80689H102CL B1,924,667$70,308,086dollars as filed
TERADYNE INC COM880770102Stock140,435$67,948,070dollars as filed
KIRBY CORP497266106COM497,476$67,641,812dollars as filed
WATERBRIDGE INFRASTRUCTURE L940923105CL A SHS REPSTG1,960,405$67,183,079dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM1,558,008$66,636,002dollars as filed
CELCUITY INC15102K100COM628,411$65,744,359dollars as filed
FABRINET SHSG3323L100Stock116,477$65,469,392dollars as filed
AXONENTERPRISEINC05464C101STOK107,147$60,067,680dollars as filed
FLOWSERVE CORP34354P105COM801,659$59,451,031dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A3,562,140$58,240,989dollars as filed
NLIGHT INC65487K100COM836,229$58,218,263dollars as filed
TEXAS CAP BANCSHARES INC88224Q107COM559,206$57,743,612dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM742,353$57,072,099dollars as filed
INTERFACE INC458665304COM1,584,452$56,786,760dollars as filed
SYNDAX PHARMACEUTICALS INC87164F105COM2,564,279$56,055,139dollars as filed
TRANSCAT INC893529107COM601,541$55,804,959dollars as filed
NEW ERA ENERGY DIGITAL INC64428N109COMMON STOCK8,596,985$54,848,764dollars as filed
FIVE BELOW INC COM33829M101Stock285,102$51,258,489dollars as filed
HA SUSTAINABLE INFRA CAP INC41068X100COM1,301,308$50,816,077dollars as filed
ITG INC CL A45047B105COMMON STOCKS3,125,000$50,000,000dollars as filed
TRANSMEDICS GROUP INC89377M109COM751,133$49,890,254dollars as filed
AXOGEN INC05463X106COM1,067,072$49,288,056dollars as filed
YORK SPACE SYSTEMS INC987084100COMMON STOCK1,963,942$48,352,252dollars as filed
ENOVIS CORPORATION194014502COM2,299,326$47,596,048dollars as filed
LANDBRIDGE COMPANY LLC514952100CL A592,619$46,959,130dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock535,074$44,758,940dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock288,736$43,965,831dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock172,812$43,199,544dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK421,905$42,886,643dollars as filed
X ENERGY INC98386P102COMMON STOCK2,335,437$42,878,623dollars as filed
TERAWULF INC88080T104COM1,710,463$42,248,436dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock891,434$42,013,284dollars as filed
CYTOKINETICS INC23282W605COM NEW469,273$39,977,367dollars as filed
BOOT BARN HLDGS INC099406100COM238,337$39,151,619dollars as filed
NRG ENERGY INC COM NEW629377508Stock259,678$37,928,569dollars as filed
SLIDE INS HLDGS INC831349105COM1,884,474$36,502,261dollars as filed
GFL ENVIRONMENTAL INC SUB VTG SHS36168Q104Stock989,924$36,419,304dollars as filed
CRINETICS PHARMACEUTICALS INC COM22663K107Stock968,996$36,259,830dollars as filed
GRAND CANYON ED INC COM38526M106Stock252,592$36,148,441dollars as filed
MIRUM PHARMACEUTICALS INC604749101COM306,439$35,874,814dollars as filed
UNUSUAL MACHS INC91532F102COM SHS1,496,374$33,369,140dollars as filed
TFI INTERNATIONAL INC COM87241L109Stock230,762$33,130,500dollars as filed
TYRA BIOSCIENCES INC90240B106COMMON STOCK1,016,775$32,475,794dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock170,422$31,916,632dollars as filed
COMSTOCK INC205750409COMMON STOCK6,693,538$27,845,118dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock1,533,460$27,832,299dollars as filed
HIPPO HOLDINGS INC433539202COMMON STOCK901,429$25,474,384dollars as filed
KODIAK GAS SVCS INC50012A108COM335,688$25,220,239dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock687,948$24,174,493dollars as filed
CORVUS PHARMACEUTICALS INC221015100COM1,571,805$23,482,767dollars as filed
RALPH LAUREN CORP751212101CL A55,181$22,150,205dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock75,753$20,493,459dollars as filed
REDDIT INC CL A75734B100Stock115,693$20,081,991dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock1,412,516$19,577,472dollars as filed
KESTRA MED TECHNOLOGIES LTDG52441105SHS753,529$19,169,778dollars as filed
BOB S DISCOUNT FURNITURE09681N106COMMON STOCK1,150,496$18,200,847dollars as filed
CURTISS WRIGHT CORP COM231561101Stock23,239$17,609,585dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR52,591$17,530,158dollars as filed
NATIONAL HEALTHCARE CORP COM635906100Stock80,653$17,046,818dollars as filed
ERMENEGILDO ZEGNA NVN30577105COMMON STOCK1,256,808$16,363,640dollars as filed
LOVESAC COMPANY54738L109COM953,213$15,909,125dollars as filed
SOLV Energy Inc78475V103Class A Common Stock467,156$15,906,662dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock11,027$15,243,284dollars as filed
FERVO ENERGY CO CL A COM31556C106Stock500,541$14,630,813dollars as filed
Target Hospitality Corp.87615L107Common Stock, par value $0.0001 per share673,847$13,719,525dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS121,258$12,692,075dollars as filed
MAMAS CREATIONS INC COM56146T103Stock625,008$11,156,393dollars as filed
AMBIQ MICRO INC023193105COMMON STOCK121,738$10,749,465dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK117,321$10,067,315dollars as filed
MADISON AIR SOLUTIONS COCLASS A55658T105COMMON STOCK236,849$9,237,111dollars as filed
INTERCORP FINL SVCS INCP5626F128SHS154,961$8,826,579dollars as filed
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS639,804$8,669,344dollars as filed
DUPONT DE NEMOURS INC COMMON STOCK26614N201Stock60,493$8,205,225dollars as filed
ONCE UPON A FARM PBC68237F108COMMON STOCK380,434$7,791,288dollars as filed
ELECTROVAYA INC28617B606COM730,318$7,668,339dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock29,148$7,597,135dollars as filed
SILICOM LTDM84116108ORD157,343$7,543,023dollars as filed
Mda Space Ltd55293N109COM178,339$7,361,834dollars as filed
SHARONAI HOLDINGS INC778920306COMMON STOCK82,736$7,004,430dollars as filed
SUJA LIFE INC86508F102COM SHS CL A664,878$6,755,160dollars as filed
CEMEX SAB DE CV SPON ADR NEW151290889ADR533,615$6,403,380dollars as filed
IRENLTDFQ4982L109STOK139,562$6,382,170dollars as filed
CREDICORP LTDG2519Y108COM15,702$6,117,185dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS9,182$4,385,048dollars as filed
AIB DATA CENTERS INC093919108COM1,873,956$3,972,787dollars as filed
CANADA GOOSE HLDGS INC SHS SUB VTG135086106Stock416,513$3,961,039dollars as filed
GRUPO CIBEST SA SPON ADS40090E106ADR45,231$3,592,698dollars as filed
SS INNOVATIONS INTERNATIONAL I COM NEW05453U203COM NEW833,333$3,458,332dollars as filed
JUMIA TECHNOLOGIES AG SPONSORED ADS48138M105ADR410,726$2,895,618dollars as filed
CHRONOSCALE CORP170924104COMMON STOCK118,011$2,622,204dollars as filed
WERIDE INC950915108SPONSORED ADS392,036$2,281,650dollars as filed
INNIO NVN52A8C105ORDINARY SHARES35,000$1,384,250dollars as filed
FLOTEK INDUSTRIES INC343389409COMMON STOCK50,000$1,176,000dollars as filed
MILLICOM INTL CELLULAR S AL6388F110COM STK8,246$748,407dollars as filed
MKS INC. COM55306N104Stock1,446$643,181dollars as filed
FORMFACTOR INC COM346375108Stock2,918$466,676dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock16,695$299,174dollars as filed
EKSO BIONICS HOLDINGS INC SERIES B PFD282644400COMMON STOCKS2,926$259,127dollars as filed
BAIDU INC SPON ADR REP A056752108ADR1,407$160,806dollars as filed
IMMUNOVANT INC45258J102COM100$3,853dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-010150this filing2026-08-14acceptance time not in the bulk data set