Hood River Capital Management LLC
Annual return '25
+48.3%
SPY '25
+17.7%
Alpha
+30.6ptsvs SPY
Invested
$10B
Holdings
151
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$APLD
APPLIED DIGITAL CORP
Q1 2026: New position (23.08M shares)
5.7%
02
$MTZ
MASTEC INC
Q1 2026: Increased +61.1% (804.3k → 1.30M shares)
4.3%
03
$FIX
COMFORT SYSTEMS USA INC
Q1 2026: New position (249.4k shares)
3.6%
04
$DOCN
DIGITALOCEAN HOLDINGS INC
Q1 2026: New position (3.49M shares)
3.1%
05
$XPO
XPO INC
Q1 2026: New position (1.16M shares)
2.3%
06
$BE
BLOOM ENERGY CORP- A
Q1 2026: New position (1.58M shares)
2.2%
07
$FCFS
FIRSTCASH HOLDINGS INC
Q1 2026: New position (1.13M shares)
2.2%
08
$DAVE
DAVE INC
Q1 2026: New position (1.15M shares)
2.1%
09
$LITE
LUMENTUM HOLDINGS INC
Q1 2026: New position (275.6k shares)
2.0%
10
$KTOS
KRATOS DEFENSE & SECURITY
Q1 2026: New position (2.71M shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:10 UTC.