HRCM
OKLO

Hood River Capital Management’s Oklo OKLO Stock Holding History

Hood River Capital Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.2M Buy
+589,294
New +$42.4M 0.29% 95
2025
Q4 		– Sell
-662,576
Closed -$74M – 196
2025
Q3 		$74M Sell
662,576
-68,247
-9% -$5.34M 0.87% 41
2025
Q2 		$40.9M Buy
+730,823
New +$28.2M 0.57% 64

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Hood River Capital Management's OKLO Position: Q1 2026 in Review

Hood River Capital Management opened a new position in Oklo (OKLO) in Q1 2026: 589,294 shares worth $29.2M. The stake represents 0.29% of the portfolio and ranks #95 among its holdings. This is a return to the name: Hood River Capital Management previously reported a position in OKLO as recently as Q3 2025.

Hood River Capital Management first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. The position peaked at $74M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Hood River Capital Management held 589,294 shares of Oklo worth $29.2M as of Q1 2026.
  • Oklo was a new Hood River Capital Management position in Q1 2026.
  • Oklo made up 0.29% of Hood River Capital Management's portfolio in Q1 2026, its #95 holding.
  • Hood River Capital Management first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
  • Hood River Capital Management's Oklo position peaked at $74M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.