Hood River Capital Management LLC Portfolio Holdings

Hood River Capital Management LLC

  • $7.5 Billion
  • Q3 2025

Hood River Capital Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.5 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Applied Blockchain, Inc. with a value of $483M, Mastec Inc with a value of $350M, Kratos Defense & Security Solutions, Inc. with a value of $246M, Comfort Systems Usa Inc with a value of $199M, and Ciena Corp with a value of $172M.

Examining the 13F form we can see an increase of $1.29B in the current position value, from $6.2B to 7.5B.

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 $7.5 Billion
Technology: $2.18 Billion
Industrials: $1.56 Billion
Healthcare: $1.42 Billion
Financial Services: $1.05 Billion
Consumer Cyclical: $566 Million
Consumer Defensive: $304 Million
Communication Services: $130 Million
Energy: $126 Million
Other: $134 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.23B
$483 Million 6.44% of portfolio
21,046,654
Q3 2025 Reduced 3.72%
$15B
$350 Million 4.67% of portfolio
1,646,425
Q3 2025 Reduced 2.73%
$9.12B
$246 Million 3.28% of portfolio
2,693,153
Q3 2025 Reduced 2.26%
$32.5B
$199 Million 2.65% of portfolio
241,191
Q3 2025 Reduced 0.9%
$28.4B
$172 Million 2.3% of portfolio
1,183,207
Q3 2025 Reduced 2.7%
$5.36B
$157 Million 2.1% of portfolio
2,982,235
Q3 2025 Reduced 11.4%
$4.16B
$157 Million 2.09% of portfolio
2,196,663
Q3 2025 Reduced 2.14%
$15.4B
$146 Million 1.94% of portfolio
1,127,959
Q3 2025 Added 11.83%
$1.63B
$142 Million 1.9% of portfolio
740,610
Q3 2025 Reduced 14.31%
$6.02B
$141 Million 1.88% of portfolio
469,057
Q3 2025 Reduced 3.52%
$7.8B
$138 Million 1.84% of portfolio
1,073,239
Q3 2025 Reduced 13.47%
$7.49B
$128 Million 1.71% of portfolio
807,714
Q3 2025 Added 32.19%
$26.2B
$127 Million 1.69% of portfolio
881,403
Q3 2025 Reduced 2.02%
$324M
$126 Million 1.67% of portfolio
16,101,140
Q3 2025 Added 113.52%
$4.93B
$119 Million 1.59% of portfolio
4,313,627
Q3 2025 Added 30.27%
$2.17B
$112 Million 1.49% of portfolio
1,712,102
Q3 2025 Added 12.41%
$11B
$111 Million 1.48% of portfolio
2,775,655
Q3 2025 Added 509.35%
$3.7B
$110 Million 1.46% of portfolio
1,908,011
Q3 2025 Reduced 0.43%
$10.9B
$109 Million 1.46% of portfolio
1,510,590
Q3 2025 New
$1.53B
$107 Million 1.43% of portfolio
3,045,587
Q3 2025 Reduced 0.51%
$5.29B
$107 Million 1.43% of portfolio
606,946
Q3 2025 Added 13.87%
$4.31B
$105 Million 1.39% of portfolio
1,371,294
Q3 2025 Reduced 0.42%
$3.09B
$103 Million 1.38% of portfolio
5,917,429
Q3 2025 Added 7.25%
$15.8B
$97.4 Million 1.3% of portfolio
598,819
Q3 2025 Reduced 72.86%
$4.61B
$92.5 Million 1.23% of portfolio
371,228
Q3 2025 Reduced 1.55%
$1.31B
$91.2 Million 1.22% of portfolio
2,070,688
Q3 2025 Added 0.17%
$4.48B
$90.5 Million 1.21% of portfolio
825,625
Q3 2025 Added 27.59%
$4.67B
$90.8 Million 1.21% of portfolio
1,578,448
Q3 2025 New
$10.5B
$87.4 Million 1.17% of portfolio
838,440
Q3 2025 Reduced 12.26%
$1.93B
$84.3 Million 1.12% of portfolio
6,811,420
Q3 2025 Added 0.0%
$9.87B
$84.2 Million 1.12% of portfolio
487,287
Q3 2025 Reduced 0.96%
$15.1B
$81 Million 1.08% of portfolio
222,175
Q3 2025 Reduced 15.05%
$3.24B
$79 Million 1.05% of portfolio
1,373,688
Q3 2025 Added 5.49%
$8.73B
$78.1 Million 1.04% of portfolio
2,272,994
Q3 2025 Added 47.23%
$3.66B
$76.1 Million 1.02% of portfolio
678,437
Q3 2025 Reduced 0.21%
$6.87B
$75.6 Million 1.01% of portfolio
532,102
Q3 2025 Reduced 5.73%
$1.95B
$75.3 Million 1.0% of portfolio
2,014,393
Q3 2025 Added 2.0%
$4.67B
$73.7 Million 0.98% of portfolio
768,281
Q3 2025 Added 8.1%
$1.11B
$73.2 Million 0.98% of portfolio
4,064,898
Q3 2025 Reduced 10.05%
$2.03B
$72.2 Million 0.96% of portfolio
26,243,203
Q3 2025 Reduced 1.33%
$8.56B
$70.8 Million 0.94% of portfolio
853,320
Q3 2025 Added 449.13%
$13.9B
$70.4 Million 0.94% of portfolio
501,491
Q3 2025 Added 94.73%
$7.44B
$67.5 Million 0.9% of portfolio
289,785
Q3 2025 Reduced 3.68%
$14.5B
$67.2 Million 0.9% of portfolio
630,928
Q3 2025 New
$9.84B
$64.6 Million 0.86% of portfolio
1,243,545
Q3 2025 New
$4.98B
$64.3 Million 0.86% of portfolio
2,763,284
Q3 2025 Added 87.94%
$5.7B
$62.3 Million 0.83% of portfolio
295,072
Q3 2025 Reduced 2.83%
$5.39B
$61.1 Million 0.82% of portfolio
995,782
Q3 2025 Added 56.45%
$1.11B
$57.5 Million 0.77% of portfolio
2,808,688
Q3 2025 Added 300.67%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $7.5 Billion
  • Prior Value $6.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 32 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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