HOOD RIVER CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APLD | 23.08M | $547.82M |
 | BB | 11.88M | $38.48M |
 | BW | 11.60M | $170.46M |
 | ONDS | 10.26M | $92.77M |
 | BFLY | 8.62M | $34.83M |
 | QXO | 8.14M | $158.00M |
 | GENI | 7.24M | $32.09M |
 | ALHC | 6.05M | $106.68M |
 | U | 4.49M | $98.59M |
 | RXO | 4.45M | $65.09M |
 | USAR | 4.24M | $79.38M |
 | CWH | 3.70M | $25.24M |
 | RSI | 3.65M | $79.41M |
 | DOCN | 3.49M | $299.12M |
 | ATRC | 3.12M | $88.94M |
 | RCAT | 3.03M | $39.70M |
 | UAMY | 2.76M | $24.09M |
 | KTOS | 2.71M | $191.40M |
 | KNX | 2.68M | $154.14M |
 | LTH | 2.62M | $70.70M |
Applied Digital Corporation
APLD
Shares Held
23.08M
Value
$547.82M
BlackBerry Limited
BB
Shares Held
11.88M
Value
$38.48M
Babcock & Wilcox Enterprises, Inc.
BW
Shares Held
11.60M
Value
$170.46M
Ondas Holdings Inc.
ONDS
Shares Held
10.26M
Value
$92.77M
Butterfly Network, Inc.
BFLY
Shares Held
8.62M
Value
$34.83M
QXO, Inc.
QXO
Shares Held
8.14M
Value
$158.00M
Genius Sports Limited
GENI
Shares Held
7.24M
Value
$32.09M
Alignment Healthcare, Inc.
ALHC
Shares Held
6.05M
Value
$106.68M
Unity Software Inc.
U
Shares Held
4.49M
Value
$98.59M
RXO, Inc.
RXO
Shares Held
4.45M
Value
$65.09M
USA Rare Earth Inc
USAR
Shares Held
4.24M
Value
$79.38M
Camping World Holdings, Inc.
CWH
Shares Held
3.70M
Value
$25.24M
Rush Street Interactive, Inc.
RSI
Shares Held
3.65M
Value
$79.41M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
3.49M
Value
$299.12M
AtriCure, Inc.
ATRC
Shares Held
3.12M
Value
$88.94M
Red Cat Holdings, Inc.
RCAT
Shares Held
3.03M
Value
$39.70M
United States Antimony Corporation
UAMY
Shares Held
2.76M
Value
$24.09M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
2.71M
Value
$191.40M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
2.68M
Value
$154.14M
Life Time Group Holdings, Inc.
LTH
Shares Held
2.62M
Value
$70.70M