Hood River Capital Management LLC Portfolio Holdings

Hood River Capital Management LLC

  • $6.2 Billion
  • Q2 2025

Hood River Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.2 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $288M, Applied Blockchain, Inc. with a value of $220M, Lumentum Holdings Inc. with a value of $210M, Ollie'S Bargain Outlet Holdings, Inc. with a value of $163M, and Aci Worldwide, Inc. with a value of $155M.

Examining the 13F form we can see an increase of $936M in the current position value, from $5.27B to 6.2B.

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 $6.2 Billion
Technology: $1.74 Billion
Healthcare: $1.36 Billion
Industrials: $1.32 Billion
Financial Services: $709 Million
Consumer Cyclical: $381 Million
Consumer Defensive: $323 Million
Energy: $107 Million
Communication Services: $104 Million
Other: $111 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.4B
$288 Million 4.65% of portfolio
1,692,656
Q2 2025 Added 8.9%
$1.38B
$220 Million 3.55% of portfolio
21,859,031
Q2 2025 Added 2.79%
$8.18B
$210 Million 3.38% of portfolio
2,206,453
Q2 2025 Added 82.07%
$8.32B
$163 Million 2.63% of portfolio
1,240,339
Q2 2025 Added 165.41%
$5.28B
$155 Million 2.49% of portfolio
3,366,045
Q2 2025 Reduced 2.49%
$6.41B
$148 Million 2.38% of portfolio
1,562,467
Q2 2025 Added 1.97%
$1.41B
$132 Million 2.12% of portfolio
864,306
Q2 2025 Reduced 8.18%
$25.7B
$131 Million 2.1% of portfolio
243,385
Q2 2025 Added 2.06%
$8.71B
$128 Million 2.06% of portfolio
2,755,446
Q2 2025 Added 13.33%
$14.5B
$127 Million 2.05% of portfolio
1,008,621
Q2 2025 Added 26.9%
$4.61B
$104 Million 1.67% of portfolio
486,177
Q2 2025 Reduced 2.1%
$3.35B
$101 Million 1.63% of portfolio
2,244,631
Q2 2025 Added 36.03%
$5.35B
$100 Million 1.62% of portfolio
3,311,182
Q2 2025 Added 21.3%
$1.66B
$100 Million 1.62% of portfolio
3,061,059
Q2 2025 Added 2.06%
$1.09B
$99.1 Million 1.6% of portfolio
4,519,134
Q2 2025 New
$14.2B
$98.9 Million 1.59% of portfolio
1,216,068
Q2 2025 Added 43.46%
$17B
$97.4 Million 1.57% of portfolio
239,366
Q2 2025 Reduced 7.08%
$4.17B
$91.1 Million 1.47% of portfolio
679,847
Q2 2025 Reduced 14.57%
$16.5B
$90.5 Million 1.46% of portfolio
899,603
Q2 2025 Reduced 42.27%
$1.4B
$90.5 Million 1.46% of portfolio
2,067,209
Q2 2025 Added 32.09%
$2.13B
$89.5 Million 1.44% of portfolio
1,523,025
Q2 2025 Added 1.56%
$3.93B
$84.8 Million 1.37% of portfolio
377,061
Q2 2025 Added 1.05%
$6.49B
$82.6 Million 1.33% of portfolio
611,045
Q2 2025 Added 42.57%
$8.29B
$78.8 Million 1.27% of portfolio
1,543,815
Q2 2025 Added 80.4%
$3.64B
$78.4 Million 1.26% of portfolio
1,377,142
Q2 2025 Added 1.55%
$2.74B
$77.2 Million 1.25% of portfolio
5,517,336
Q2 2025 Added 5.98%
$12.7B
$77.1 Million 1.24% of portfolio
261,546
Q2 2025 Reduced 33.25%
$9.07B
$75.9 Million 1.22% of portfolio
492,016
Q2 2025 Added 61.45%
$980M
$74.2 Million 1.2% of portfolio
5,094,572
Q2 2025 New
$6.14B
$74.1 Million 1.19% of portfolio
244,738
Q2 2025 Added 0.3%
$5.94B
$73.8 Million 1.19% of portfolio
650,595
Q2 2025 New
$3.69B
$73.3 Million 1.18% of portfolio
533,023
Q2 2025 Added 1.6%
$2.54B
$70.8 Million 1.14% of portfolio
6,811,333
Q2 2025 Added 3.27%
$1.66B
$70 Million 1.13% of portfolio
1,974,964
Q2 2025 Added 1.58%
$8.45B
$61.2 Million 0.99% of portfolio
955,600
Q2 2025 Added 1.13%
$8.61B
$60.8 Million 0.98% of portfolio
300,867
Q2 2025 Reduced 4.96%
$4.78B
$60.5 Million 0.98% of portfolio
647,093
Q2 2025 Added 36.56%
$54.9B
$60.7 Million 0.98% of portfolio
73,329
Q2 2025 Reduced 5.09%
$4.09B
$60.4 Million 0.97% of portfolio
1,302,164
Q2 2025 Added 249.51%
$4.31B
$58.2 Million 0.94% of portfolio
621,450
Q2 2025 Added 13.86%
$5.16B
$58.3 Million 0.94% of portfolio
303,651
Q2 2025 Added 60.06%
$3.68B
$56.5 Million 0.91% of portfolio
710,713
Q2 2025 New
$3.94B
$56.4 Million 0.91% of portfolio
1,567,506
Q2 2025 Added 0.71%
$7.39B
$55.6 Million 0.9% of portfolio
564,466
Q2 2025 Added 222.75%
$1.62B
$54.4 Million 0.88% of portfolio
1,735,533
Q2 2025 Added 20.31%
$2.12B
$52.4 Million 0.85% of portfolio
11,450,027
Q2 2025 New
$1.77B
$48.4 Million 0.78% of portfolio
26,596,628
Q2 2025 Reduced 1.12%
$713M
$47.8 Million 0.77% of portfolio
2,564,978
Q2 2025 Added 10.94%
$896M
$46.8 Million 0.75% of portfolio
1,380,785
Q2 2025 Added 35.16%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $6.2 Billion
  • Prior Value $5.27 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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