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
$4.08B
$46.1 Million 0.74% of portfolio
1,050,743
Q2 2025 Reduced 6.29%
$9.01B
$45.4 Million 0.73% of portfolio
582,747
Q2 2025 Reduced 57.37%
$756M
$43.5 Million 0.7% of portfolio
2,182,569
Q2 2025 Added 39.06%
$1.6B
$42.9 Million 0.69% of portfolio
1,168,906
Q2 2025 Reduced 5.66%
$3.09B
$41.4 Million 0.67% of portfolio
1,126,020
Q2 2025 Reduced 34.42%
$7.29B
$41.1 Million 0.66% of portfolio
249,733
Q2 2025 Reduced 33.76%
$4.51B
$38.7 Million 0.62% of portfolio
371,104
Q2 2025 New
$8.68B
$37.2 Million 0.6% of portfolio
759,869
Q2 2025 Reduced 41.16%
$483M
$36.9 Million 0.6% of portfolio
5,987,061
Q2 2025 Added 1.28%
$596M
$36.2 Million 0.58% of portfolio
2,221,219
Q2 2025 New
$4.15B
$35.1 Million 0.57% of portfolio
782,742
Q2 2025 Added 125.02%
$1.94B
$34.7 Million 0.56% of portfolio
1,222,845
Q2 2025 Reduced 11.26%
$666M
$34.5 Million 0.56% of portfolio
1,765,981
Q2 2025 Added 11.49%
$4.77B
$34 Million 0.55% of portfolio
831,743
Q2 2025 Reduced 25.3%
$5.51B
$34.4 Million 0.55% of portfolio
543,688
Q2 2025 Reduced 17.55%
$1.53B
$34 Million 0.55% of portfolio
1,626,393
Q2 2025 Reduced 0.21%
$3.71B
$33.3 Million 0.54% of portfolio
407,177
Q2 2025 Reduced 44.99%
$12.3B
$32.4 Million 0.52% of portfolio
257,538
Q2 2025 Reduced 23.62%
$4.46B
$31.7 Million 0.51% of portfolio
1,470,273
Q2 2025 New
$690M
$31.6 Million 0.51% of portfolio
366,647
Q2 2025 New
$2.04B
$31.9 Million 0.51% of portfolio
675,445
Q2 2025 Added 1.88%
$3.24B
$31.1 Million 0.5% of portfolio
636,502
Q2 2025 Added 654.4%
$13.2B
$30.4 Million 0.49% of portfolio
131,715
Q2 2025 Reduced 59.93%
$1.82B
$29.9 Million 0.48% of portfolio
944,339
Q2 2025 New
$4.09B
$29 Million 0.47% of portfolio
2,858,740
Q2 2025 Reduced 50.87%
$627M
$29.2 Million 0.47% of portfolio
339,936
Q2 2025 Reduced 0.36%
$16.7B
$28.5 Million 0.46% of portfolio
565,500
Q2 2025 Added 10.22%
$2.93B
$28.2 Million 0.45% of portfolio
1,007,625
Q2 2025 New
$1.34B
$26 Million 0.42% of portfolio
374,181
Q2 2025 Reduced 10.94%
$694M
$25.8 Million 0.42% of portfolio
1,501,767
Q2 2025 Reduced 57.75%
$1.56B
$25.2 Million 0.41% of portfolio
1,656,822
Q2 2025 Reduced 45.08%
$2.91B
$25.5 Million 0.41% of portfolio
893,797
Q2 2025 Reduced 9.24%
$1.53B
$25.6 Million 0.41% of portfolio
888,470
Q2 2025 Added 1.81%
$2.3B
$22.5 Million 0.36% of portfolio
837,189
Q2 2025 Reduced 46.04%
$36.8B
$20.1 Million 0.32% of portfolio
125,429
Q2 2025 Added 3.97%
$306M
$18 Million 0.29% of portfolio
989,117
Q2 2025 Added 17.44%
$15.9B
$18.2 Million 0.29% of portfolio
110,743
Q2 2025 Added 1.93%
$2.86B
$16.5 Million 0.27% of portfolio
424,526
Q2 2025 Added 16.14%
$16.5B
$16.6 Million 0.27% of portfolio
133,529
Q2 2025 Added 36.17%
$38.7B
$15.9 Million 0.26% of portfolio
65,449
Q2 2025 Added 137.09%
$9.71B
$15.4 Million 0.25% of portfolio
381,706
Q2 2025 Added 3.45%
$183M
$14.5 Million 0.23% of portfolio
7,540,974
Q2 2025 New
$2.12B
$13.7 Million 0.22% of portfolio
404,853
Q2 2025 Added 29.71%
$5.63B
$12.8 Million 0.21% of portfolio
245,701
Q2 2025 Added 4.08%
$18.9B
$12.4 Million 0.2% of portfolio
682,130
Q2 2025 New
$3.82B
$12.2 Million 0.2% of portfolio
229,832
Q2 2025 New
$11.2B
$11 Million 0.18% of portfolio
455,508
Q2 2025 New
$1.55B
$11.1 Million 0.18% of portfolio
1,243,934
Q2 2025 New
$8.29B
$11.2 Million 0.18% of portfolio
155,394
Q2 2025 New

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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