We are live on ! Find out more
HRCM

Hood River Capital Management Portfolio holdings

AUM $13.8B
1-Year Est. Return 163.97%
This Fund
S&P 500
This Quarter Est. Return
+45.15%
1 Year Est. Return
+163.97%
3 Year Est. Return
+695.75%
5 Year Est. Return
+1,225.4%
10 Year Est. Return
+16,545.85%
AUM
$13.8B
AUM Growth
+$3.81B
Cap. Flow
+$956M
Cap. Flow %
6.93%
Top 10 Hldgs %
30.35%
Holding
200
New
33
Increased
93
Reduced
37
Closed
35

Top Buys

Rank Stock Value
1
LIVN icon
LivaNova
LIVN
+$136M
2
CLH icon
Clean Harbors
CLH
+$111M
3
BAND
Bandwidth Inc
BAND
+$103M
4
AVAV icon
AeroVironment
AVAV
+$101M
5
DOCN icon
DigitalOcean
DOCN
+$96.5M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$344M
2
HCI icon
HCI Group
HCI
+$96.4M
3
RMBS icon
Rambus
RMBS
+$62.6M
4
QXO
QXO Inc
QXO
+$59.5M
5
BE icon
Bloom Energy
BE
+$59M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Industrials 26.4%
3 Healthcare 20.82%
4 Financials 7.46%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRAX icon
26
Praxis Precision Medicines
PRAX
$9.92B
$142M 1.03%
425,167
+66,549
+19% +$21.1M
PTCT icon
27
PTC Therapeutics
PTCT
$5.96B
$142M 1.03%
1,738,613
+74,054
+4% +$5.35M
GVA icon
28
Granite Construction
GVA
$5.31B
$138M 1%
871,255
-18,237
-2% -$2.48M
U icon
29
Unity
U
$18.5B
$135M 0.98%
4,736,216
+242,463
+5% +$6.45M
RSI icon
30
Rush Street Interactive
RSI
$3.1B
$132M 0.96%
4,454,433
+803,196
+22% +$21.2M
SRRK icon
31
Scholar Rock
SRRK
$6.81B
$122M 0.89%
2,224,788
+175,109
+9% +$8.46M
ACIW icon
32
ACI Worldwide
ACIW
$5.34B
$117M 0.85%
2,329,869
-61,450
-3% -$2.67M
ESE icon
33
ESCO Technologies
ESE
$7.1B
$116M 0.84%
330,297
+26,157
+9% +$8.18M
INSM icon
34
Insmed
INSM
$27.7B
$113M 0.82%
1,056,871
+368,317
+53% +$44.6M
RCAT icon
35
Red Cat Holdings
RCAT
$1.3B
$113M 0.82%
10,578,223
+7,545,218
+249% +$86.9M
BFLY icon
36
Butterfly Network
BFLY
$1.94B
$111M 0.81%
13,190,130
+4,569,282
+53% +$23.7M
CAVA icon
37
CAVA Group
CAVA
$7.2B
$110M 0.8%
1,406,249
+226,808
+19% +$19M
PTGX icon
38
Protagonist Therapeutics
PTGX
$9.63B
$108M 0.78%
882,738
+53,453
+6% +$5.58M
APG icon
39
APi Group
APG
$17.3B
$108M 0.78%
2,538,774
+192,213
+8% +$8.4M
DKNG icon
40
DraftKings
DKNG
$12B
$107M 0.78%
4,245,469
+3,791,364
+835% +$93.5M
LTH icon
41
Life Time Group Holdings
LTH
$9.63B
$104M 0.76%
2,549,719
-74,771
-3% -$2.37M
BBIO icon
42
BridgeBio Pharma
BBIO
$14.7B
$100M 0.73%
1,347,535
+82,455
+7% +$5.78M
SITM icon
43
SiTime
SITM
$17.3B
$99.7M 0.72%
133,699
-69,051
-34% -$43.5M
AXSM icon
44
Axsome Therapeutics
AXSM
$10.9B
$98.6M 0.71%
402,678
+31,175
+8% +$6.76M
ONDS icon
45
Ondas Inc
ONDS
$4.36B
$96.3M 0.7%
11,688,295
+1,426,484
+14% +$14.1M
KRMN
46
Karman Holdings
KRMN
$5.37B
$95.6M 0.69%
1,915,993
+627,209
+49% +$40.5M
TTMI icon
47
TTM Technologies
TTMI
$12.2B
$93.8M 0.68%
501,716
-14,715
-3% -$2.37M
AVAV icon
48
AeroVironment
AVAV
$7.48B
$93.1M 0.68%
+564,254
New +$101M
WSBC icon
49
WesBanco
WSBC
$3.96B
$92.4M 0.67%
2,367,331
+353,378
+18% +$12.4M
ARWR icon
50
Arrowhead Research
ARWR
$12.2B
$91.4M 0.66%
1,120,747
+64,213
+6% +$4.74M
1
2
3 4 5

Similar funds

VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $14.1B AUM 39.89% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

Hood River Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Hood River Capital Management held 200 positions worth $13.8B, up 38% from $9.98B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Hood River Capital Management deployed $956M of net new capital in Q2 2026, opening 33 new positions and adding to 93 existing holdings. Its largest new stake was Bandwidth Inc: 2,295,924 shares worth $145M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was QXO Inc, an estimated $59.5M trimmed.

  • Hood River Capital Management's largest Q2 2026 buy was Bandwidth Inc: 2,295,924 shares worth $145M.
  • Hood River Capital Management added most to LivaNova in Q2 2026, an estimated $136M increase.
  • Hood River Capital Management's biggest Q2 2026 reduction was QXO Inc, cutting an estimated $59.5M.
  • Hood River Capital Management fully exited Comfort Systems in Q2 2026, selling an estimated $344M.
  • Hood River Capital Management's ten largest holdings make up 30% of its $13.8B portfolio in Q2 2026.
  • Hood River Capital Management opened 33 new positions and closed 35 in Q2 2026.
  • Hood River Capital Management's portfolio value rose 38% quarter-over-quarter to $13.8B.

Based on Hood River Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.