Hood River Capital Management LLC Portfolio Holdings

Hood River Capital Management LLC

  • $5.79 Billion
  • Q4 2024

Hood River Capital Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.79 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Semtech Corp with a value of $213M, Mastec Inc with a value of $208M, Aci Worldwide, Inc. with a value of $175M, New Fortress Energy Inc. with a value of $155M, and Axon Enterprise, Inc. with a value of $153M.

Examining the 13F form we can see an increase of $392M in the current position value, from $5.4B to 5.79B.

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 $5.79 Billion
Technology: $1.63 Billion
Healthcare: $1.48 Billion
Industrials: $1.03 Billion
Consumer Cyclical: $457 Million
Financial Services: $408 Million
Communication Services: $169 Million
Utilities: $164 Million
Energy: $130 Million
Other: $226 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.5B
$47.2 Million 0.81% of portfolio
556,249
Q4 2024 Reduced 30.98%
$4.73B
$46.5 Million 0.8% of portfolio
989,248
Q4 2024 Reduced 0.16%
$1.99B
$46 Million 0.79% of portfolio
1,278,047
Q4 2024 New
$9.17B
$44.1 Million 0.76% of portfolio
779,300
Q4 2024 New
$1.8B
$43.8 Million 0.76% of portfolio
1,591,959
Q4 2024 Reduced 51.17%
$4.49B
$43.8 Million 0.76% of portfolio
1,455,323
Q4 2024 Reduced 10.74%
$1.82B
$43.5 Million 0.75% of portfolio
5,026,233
Q4 2024 Added 6.25%
$2.01B
$43.5 Million 0.75% of portfolio
851,400
Q4 2024 Added 1.97%
$802M
$42.7 Million 0.74% of portfolio
2,738,468
Q4 2024 Added 38.16%
$2.46B
$43 Million 0.74% of portfolio
1,603,857
Q4 2024 Added 6.72%
$934M
$42.2 Million 0.73% of portfolio
1,138,597
Q4 2024 New
$592M
$42.3 Million 0.73% of portfolio
5,891,840
Q4 2024 Added 32.72%
$4.05B
$42.3 Million 0.73% of portfolio
735,608
Q4 2024 New
$7.01B
$40.4 Million 0.7% of portfolio
304,309
Q4 2024 Added 58.64%
$5.75B
$39.4 Million 0.68% of portfolio
127,839
Q4 2024 New
$8.45B
$38.3 Million 0.66% of portfolio
294,449
Q4 2024 Reduced 63.16%
$3.83B
$35.7 Million 0.62% of portfolio
1,213,862
Q4 2024 Added 72.57%
$6.16B
$34.6 Million 0.6% of portfolio
327,296
Q4 2024 Reduced 64.64%
$1.56B
$34.5 Million 0.6% of portfolio
649,590
Q4 2024 Added 0.45%
$1.25B
$34 Million 0.59% of portfolio
1,099,725
Q4 2024 Added 47.2%
$2.23B
$33.1 Million 0.57% of portfolio
1,755,733
Q4 2024 Added 404.77%
$4.73B
$32.9 Million 0.57% of portfolio
401,442
Q4 2024 New
$5B
$32.8 Million 0.57% of portfolio
390,832
Q4 2024 New
$7.24B
$32.8 Million 0.57% of portfolio
569,667
Q4 2024 Added 0.19%
$3.81B
$32.8 Million 0.57% of portfolio
963,049
Q4 2024 Reduced 5.4%
$3.55B
$31.5 Million 0.54% of portfolio
1,145,618
Q4 2024 Added 0.18%
$734M
$30.4 Million 0.53% of portfolio
1,236,146
Q4 2024 Reduced 13.67%
$1.7B
$30.4 Million 0.52% of portfolio
418,220
Q4 2024 New
$1.26B
$28.9 Million 0.5% of portfolio
1,186,750
Q4 2024 New
$2.31B
$29.1 Million 0.5% of portfolio
661,430
Q4 2024 New
$329M
$23.5 Million 0.41% of portfolio
986,947
Q4 2024 Added 6.38%
$15.3B
$20.2 Million 0.35% of portfolio
453,907
Q4 2024 Added 10.8%
$3.39B
$20 Million 0.34% of portfolio
1,108,137
Q4 2024 Added 0.32%
$88.5B
$19 Million 0.33% of portfolio
171,765
Q4 2024 Added 21.92%
$611M
$18.3 Million 0.32% of portfolio
201,806
Q4 2024 Added 109.15%
$617M
$17.1 Million 0.3% of portfolio
743,705
Q4 2024 Reduced 44.64%
$3.23B
$16.7 Million 0.29% of portfolio
214,290
Q4 2024 Added 6.84%
$2.59B
$15.2 Million 0.26% of portfolio
615,278
Q4 2024 Added 7.0%
$15.4B
$11.8 Million 0.2% of portfolio
92,682
Q4 2024 Added 6.37%
$1.44B
$11.4 Million 0.2% of portfolio
266,444
Q4 2024 Added 26.89%
$11.5B
$11 Million 0.19% of portfolio
314,601
Q4 2024 Added 31.12%
$2.68B
$7.91 Million 0.14% of portfolio
1,198,641
Q4 2024 Added 11.86%
$20.3B
$8.32 Million 0.14% of portfolio
19,863
Q4 2024 New
$24.9B
$8.06 Million 0.14% of portfolio
89,303
Q4 2024 Added 38.95%
$876M
$7.89 Million 0.14% of portfolio
575,156
Q4 2024 Added 14.13%
$4.39B
$7.25 Million 0.13% of portfolio
418,060
Q4 2024 New
$1.08B
$7.71 Million 0.13% of portfolio
334,175
Q4 2024 Reduced 11.8%
$1.21B
$7.27 Million 0.13% of portfolio
549,376
Q4 2024 New
$19.8B
$7.52 Million 0.13% of portfolio
69,564
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $5.79 Billion
  • Prior Value $5.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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