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
$992M
$44.3 Million 0.84% of portfolio
2,312,044
Q1 2025 Added 80.9%
$5.12B
$43.7 Million 0.83% of portfolio
545,780
Q1 2025 Reduced 41.44%
$7.1B
$41.7 Million 0.79% of portfolio
853,580
Q1 2025 Added 49.84%
$2.27B
$41.7 Million 0.79% of portfolio
1,377,980
Q1 2025 Added 1.88%
$50.4B
$40.6 Million 0.77% of portfolio
77,258
Q1 2025 Reduced 70.03%
$7.9B
$40.2 Million 0.76% of portfolio
1,122,875
Q1 2025 Reduced 42.48%
$7.64B
$39.4 Million 0.75% of portfolio
304,754
Q1 2025 Added 0.15%
$0
$37.6 Million 0.71% of portfolio
1,966,334
Q1 2025 Reduced 17.09%
$12.6B
$37.3 Million 0.71% of portfolio
337,164
Q1 2025 Reduced 5.04%
$4.15B
$35.7 Million 0.68% of portfolio
473,856
Q1 2025 New
$4.13B
$35.9 Million 0.68% of portfolio
1,121,251
Q1 2025 Reduced 7.63%
$1.86B
$35 Million 0.66% of portfolio
26,898,811
Q1 2025 Added 1.04%
$4.89B
$34.9 Million 0.66% of portfolio
659,431
Q1 2025 Added 2.45%
$2.79B
$32.9 Million 0.62% of portfolio
984,749
Q1 2025 Added 2.25%
$1.21B
$32.3 Million 0.61% of portfolio
1,629,742
Q1 2025 Added 37.33%
$3.55B
$32.3 Million 0.61% of portfolio
1,175,863
Q1 2025 Added 2.64%
$519M
$30.7 Million 0.58% of portfolio
9,216,040
Q1 2025 Added 2.5%
$8.11B
$30.6 Million 0.58% of portfolio
855,771
Q1 2025 New
$4.87B
$30.2 Million 0.57% of portfolio
189,711
Q1 2025 New
$1.08B
$29.9 Million 0.57% of portfolio
1,569,499
Q1 2025 Added 42.72%
$1.63B
$29.3 Million 0.56% of portfolio
872,635
Q1 2025 Added 2.49%
$2.15B
$28.4 Million 0.54% of portfolio
751,614
Q1 2025 Added 87.23%
$686M
$28.1 Million 0.53% of portfolio
1,583,956
Q1 2025 New
$681M
$26.8 Million 0.51% of portfolio
5,911,277
Q1 2025 Added 0.33%
$1.06B
$26.2 Million 0.5% of portfolio
1,021,592
Q1 2025 New
$1.86B
$25.8 Million 0.49% of portfolio
420,138
Q1 2025 Added 0.46%
$1.98B
$25.9 Million 0.49% of portfolio
662,983
Q1 2025 Added 2.06%
$630M
$25.4 Million 0.48% of portfolio
341,148
Q1 2025 New
$15.9B
$24.8 Million 0.47% of portfolio
513,075
Q1 2025 Added 13.04%
$4.52B
$22.8 Million 0.43% of portfolio
1,113,394
Q1 2025 Added 80.96%
$1.27B
$22.5 Million 0.43% of portfolio
1,239,096
Q1 2025 Added 0.24%
$3.43B
$19 Million 0.36% of portfolio
1,123,736
Q1 2025 Added 1.41%
$17.7B
$16.6 Million 0.31% of portfolio
108,649
Q1 2025 Added 17.23%
$4.44B
$15.9 Million 0.3% of portfolio
347,848
Q1 2025 Reduced 52.71%
$296M
$15.3 Million 0.29% of portfolio
842,206
Q1 2025 Reduced 14.67%
$9.98B
$14.9 Million 0.28% of portfolio
368,994
Q1 2025 Added 17.29%
$3.5B
$13.3 Million 0.25% of portfolio
372,567
Q1 2025 New
$5.09B
$13.4 Million 0.25% of portfolio
174,892
Q1 2025 New
$37.1B
$11.5 Million 0.22% of portfolio
120,638
Q1 2025 Added 35.09%
$360M
$11.3 Million 0.21% of portfolio
4,950,868
Q1 2025 New
$1.38B
$10.6 Million 0.2% of portfolio
423,707
Q1 2025 Reduced 83.2%
$4.65B
$10.1 Million 0.19% of portfolio
236,064
Q1 2025 Added 17.47%
$22.8B
$9.6 Million 0.18% of portfolio
98,061
Q1 2025 Added 40.97%
$14.9B
$8.86 Million 0.17% of portfolio
84,233
Q1 2025 New
$968M
$7.67 Million 0.15% of portfolio
730,137
Q1 2025 Added 32.9%
$3.12B
$7.69 Million 0.15% of portfolio
58,622
Q1 2025 Added 89.7%
$1.41B
$7.78 Million 0.15% of portfolio
312,112
Q1 2025 Added 17.14%
$2.71B
$7.39 Million 0.14% of portfolio
365,521
Q1 2025 Added 51.94%
$37.5B
$7.41 Million 0.14% of portfolio
99,200
Q1 2025 Added 17.31%

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