Hood River Capital Management LLC

Q2 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$13,791,963
Net value change ($000)
+3,814,867 (38.2%)
New positions
35
Sold out positions
36
Turnover %
15.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 360,514 120.5%
APLD 292,139 53.3%
DAVE 211,953 106.2%
BE 193,829 90.8%
SMTC 188,336 107.1%
LIVN 170,501 421.4%
XMTR 145,983 317.8%
BAND 145,332 NEW
RXO 113,652 174.6%
CLH 113,368 318.2%
Top Reduces (Value $000, Stocks/ETFs)
FIX -343,899 -100.0%
HCI -96,446 -100.0%
QXO -72,663 -46.0%
RMBS -62,586 -100.0%
KRUS -55,580 -100.0%
NUVL -49,176 -100.0%
CELH -48,628 -100.0%
PEGA -41,522 -100.0%
MOD -40,269 -100.0%
MDGL -39,822 -30.5%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type