Hood River Capital Management LLC

Q3 2025 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
153
Total value ($000)
$8,469,394
Net value change ($000)
—
New positions
153
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APLD 482,810 —
MTZ 350,376 —
KTOS 246,073 —
DAVE 215,459 —
FIX 199,026 —
CIEN 172,358 —
ACIW 157,373 —
SMTC 156,952 —
QXO 156,720 —
XPO 145,811 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type