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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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