Hood River Capital Management LLC

Q1 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$9,977,096
Net value change ($000)
+855,379 (9.4%)
New positions
31
Sold out positions
39
Turnover %
17.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
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)
DOCN 244,358 446.2%
FIX 114,443 49.9%
BW 102,947 152.5%
CAVA 95,417 NEW
MTZ 94,274 29.2%
PTGX 87,407 NEW
LITE 81,968 73.4%
USAR 79,382 NEW
BE 78,389 58.0%
KNX 71,168 85.8%
Top Reduces (Value $000, Stocks/ETFs)
CIEN -106,125 -100.0%
CWAN -103,830 -100.0%
ONDS -76,639 -45.2%
GSAT -75,576 -100.0%
RVMD -75,316 -100.0%
EWBC -71,444 -100.0%
CNM -69,162 -100.0%
EXLS -66,806 -100.0%
MIR -65,111 -100.0%
CELH -61,728 -55.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type