Hood River Capital Management LLC Portfolio Holdings

Hood River Capital Management LLC

  • $5.27 Billion
  • Q1 2025

Hood River Capital Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.27 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aci Worldwide, Inc. with a value of $189M, Mastec Inc with a value of $181M, Hci Group, Inc. with a value of $140M, Applied Blockchain, Inc. with a value of $120M, and Insmed Inc with a value of $119M.

Examining the 13F form we can see an decrease of $528M in the current position value, from $5.79B to 5.27B.

Hood River Capital Management LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Hood River Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.27 Billion
Healthcare: $1.51 Billion
Technology: $1.4 Billion
Industrials: $920 Million
Financial Services: $503 Million
Consumer Cyclical: $241 Million
Communication Services: $163 Million
Utilities: $116 Million
Energy: $112 Million
Other: $233 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.19B
$189 Million 3.59% of portfolio
3,452,073
Q1 2025 Added 2.3%
$13.6B
$181 Million 3.44% of portfolio
1,554,387
Q1 2025 Added 1.52%
$1.29B
$140 Million 2.67% of portfolio
941,323
Q1 2025 Added 0.14%
$1.03B
$120 Million 2.27% of portfolio
21,266,717
Q1 2025 Added 40.4%
$13.9B
$119 Million 2.26% of portfolio
1,558,286
Q1 2025 Added 2.14%
$8.94B
$105 Million 1.99% of portfolio
1,367,013
Q1 2025 Added 9.38%
$847M
$104 Million 1.98% of portfolio
12,564,654
Q1 2025 Added 22.55%
$6.4B
$97.3 Million 1.85% of portfolio
1,532,348
Q1 2025 Added 3.17%
$1.36B
$96.8 Million 1.84% of portfolio
2,999,207
Q1 2025 Added 2.58%
$2.31B
$96.9 Million 1.84% of portfolio
5,205,912
Q1 2025 Added 5.11%
$3.9B
$94.6 Million 1.8% of portfolio
524,644
Q1 2025 Added 2.32%
$5.71B
$87.5 Million 1.66% of portfolio
2,162,555
Q1 2025 Added 2.16%
$15.5B
$87.1 Million 1.65% of portfolio
257,601
Q1 2025 Added 1.83%
$15.3B
$85.5 Million 1.62% of portfolio
794,788
Q1 2025 Reduced 0.47%
$5.61B
$82.4 Million 1.57% of portfolio
2,729,858
Q1 2025 Reduced 2.06%
$2.29B
$82.2 Million 1.56% of portfolio
5,172,692
Q1 2025 Added 62.69%
$7.73B
$79.7 Million 1.51% of portfolio
900,205
Q1 2025 Added 2.3%
$11B
$77.4 Million 1.47% of portfolio
391,837
Q1 2025 Added 71.3%
$19B
$76.9 Million 1.46% of portfolio
238,480
Q1 2025 Added 2.77%
$4.21B
$75.9 Million 1.44% of portfolio
496,594
Q1 2025 Added 17.69%
$6.79B
$75.5 Million 1.43% of portfolio
1,211,902
Q1 2025 Added 210.08%
$2.05B
$75.3 Million 1.43% of portfolio
1,499,609
Q1 2025 Added 1.95%
$2.37B
$74.3 Million 1.41% of portfolio
1,211,918
Q1 2025 Reduced 15.65%
$1.43B
$73.9 Million 1.4% of portfolio
1,564,969
Q1 2025 Added 13.3%
$3.66B
$72.5 Million 1.38% of portfolio
373,158
Q1 2025 Added 14.58%
$6.98B
$72.2 Million 1.37% of portfolio
2,431,306
Q1 2025 Added 2.45%
$4.97B
$72.2 Million 1.37% of portfolio
740,153
Q1 2025 Reduced 2.44%
$8.02B
$70.3 Million 1.33% of portfolio
316,578
Q1 2025 Added 1.68%
$7.21B
$67.7 Million 1.29% of portfolio
1,291,320
Q1 2025 Added 65.7%
$3.27B
$67.4 Million 1.28% of portfolio
1,356,115
Q1 2025 Added 2.51%
$2.13B
$66 Million 1.25% of portfolio
6,595,949
Q1 2025 Added 31.23%
$12.3B
$64.8 Million 1.23% of portfolio
328,673
Q1 2025 Reduced 3.81%
$2.06B
$62.5 Million 1.19% of portfolio
1,944,158
Q1 2025 Added 2.4%
$5.43B
$61.4 Million 1.17% of portfolio
1,556,488
Q1 2025 Added 6.95%
$3.36B
$60.7 Million 1.15% of portfolio
1,717,048
Q1 2025 Added 2.3%
$4.09B
$58.2 Million 1.1% of portfolio
5,818,235
Q1 2025 Added 26.51%
$761M
$57.4 Million 1.09% of portfolio
3,554,133
Q1 2025 Added 20.56%
$3.27B
$56.8 Million 1.08% of portfolio
1,650,102
Q1 2025 Reduced 52.17%
$1.47B
$55.1 Million 1.05% of portfolio
1,442,583
Q1 2025 Added 118.1%
$8.45B
$54.4 Million 1.03% of portfolio
467,326
Q1 2025 Reduced 40.69%
$6.16B
$54.4 Million 1.03% of portfolio
376,995
Q1 2025 New
$3.36B
$53.5 Million 1.02% of portfolio
795,771
Q1 2025 New
$6.25B
$51.6 Million 0.98% of portfolio
428,594
Q1 2025 New
$12.5B
$51.2 Million 0.97% of portfolio
847,682
Q1 2025 Added 52.39%
$1.81B
$50.4 Million 0.96% of portfolio
3,017,029
Q1 2025 Added 71.84%
$3.55B
$50.5 Million 0.96% of portfolio
1,256,580
Q1 2025 Added 27.02%
$774M
$49.4 Million 0.94% of portfolio
1,986,142
Q1 2025 Added 74.44%
$7.36B
$48.9 Million 0.93% of portfolio
944,894
Q1 2025 New
$2.52B
$45.4 Million 0.86% of portfolio
1,551,567
Q1 2025 Reduced 3.26%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $5.27 Billion
  • Prior Value $5.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Hood River Capital Management LLC Portfolio

Follow Hood River Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hood River Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hood River Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email