HRCM
U icon

Hood River Capital Management’s Unity U Stock Holding History

Hood River Capital Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.6M Buy
4,493,753
+1,701,746
+61% +$47.2M 0.99% 30
2025
Q4 		$123M Buy
2,792,007
+16,352
+0.6% +$666K 1.35% 17
2025
Q3 		$111M Buy
2,775,655
+2,320,147
+509% +$86M 1.31% 20
2025
Q2 		$11M Buy
+455,508
New +$10M 0.15% 115

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Hood River Capital Management increased its Unity (U) stake by 61% in Q1 2026, buying an estimated $47.2M and bringing the position to 4,493,753 shares worth $98.6M. The position accounts for 0.99% of the portfolio, ranked #30.

Hood River Capital Management first reported a position in U in Q2 2025 and has held it in 4 quarters since. The position peaked at $123M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Hood River Capital Management held 4,493,753 shares of Unity worth $98.6M as of Q1 2026.
  • Hood River Capital Management bought 1,701,746 Unity shares in Q1 2026, an estimated $47.2M.
  • Unity made up 0.99% of Hood River Capital Management's portfolio in Q1 2026, its #30 holding.
  • Hood River Capital Management first reported a position in Unity in Q2 2025 and has held it in 4 quarters since.
  • Hood River Capital Management's Unity position peaked at $123M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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