Skip to main content
Livermore
Livermore
ZHEN

Hood River Capital Management LLC

SEC CIK
0001578177
Latest filing
Aug 14, 2026

The latest 13F from Hood River Capital Management LLC covers Q2 2026 (filed Aug 14, 2026): 166 long positions worth $13.8B. The top 10 holdings make up 30.4% of the portfolio, and the largest is Applied Digital Corp. (APLD) at 6.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
34
Est. +$986.0M
Added
93
Est. +$1.64B
Reduced
37
Est. −$458.1M
Sold out
35
Est. −$1.09B

Top 5 holdings

Share of this quarter's portfolio value

  1. APLDApplied Digital Corp.
    6.1%$840.0MHistory
  2. DOCNDigitalOcean Holdings, Inc.
    4.8%$659.6MHistory
  3. MTZMastec Inc
    3.5%$488.4MHistory
  4. DAVEDave Inc.
    3.0%$411.4MHistory
  5. BEBloom Energy Corp
    3.0%$407.4MHistory

Share of portfolio

Top 5 holdings and the other 161 positions, by share of portfolio value

  1. APLD6.1%
  2. DOCN4.8%
  3. MTZ3.5%
  4. DAVE3.0%
  5. BE3.0%
  6. Other 161 positions79.6%

Biggest buys

New and added positions, by estimated amount bought

  1. LIVNLivaNova PLC
    +$158.6MAddedHistory
  2. BANDBandwidth Inc.
    +$145.3MNewHistory
  3. DOCNDigitalOcean Holdings, Inc.
    +$112.1MAddedHistory
  4. CLHClean Harbors Inc
    +$111.9MAddedHistory
  5. DKNGDraftKings Inc.
    +$95.8MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. DOCNDigitalOcean Holdings, Inc.
    +1.78 pp3.0% → 4.8%History
  2. LIVNLivaNova PLC
    +1.12 pp0.4% → 1.5%History
  3. BANDBandwidth Inc.
    +1.05 pp0.0% → 1.1%History
  4. XMTRXometry, Inc.
    +0.93 pp0.5% → 1.4%History
  5. CLHClean Harbors Inc
    +0.72 pp0.4% → 1.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. FIXComfort Systems USA Inc
    −$343.9MSold outHistory
  2. HCIHCI Group, Inc.
    −$96.4MSold outHistory
  3. BEBloom Energy Corp
    −$69.7MReducedHistory
  4. RMBSRambus Inc
    −$62.6MSold outHistory
  5. KRUSKura Sushi USA, Inc.
    −$55.6MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. FIXComfort Systems USA Inc
    −3.45 pp3.4% → 0.0%History
  2. HCIHCI Group, Inc.
    −0.97 pp1.0% → 0.0%History
  3. QXOQXO, Inc.
    −0.97 pp1.6% → 0.6%History
  4. MDGLMadrigal Pharmaceuticals, Inc.
    −0.65 pp1.3% → 0.7%History
  5. MTZMastec Inc
    −0.64 pp4.2% → 3.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$13.8B
+$3.82B (+38.4%) vs. prior quarter
Positions
166
−1 vs. prior quarter
Top 10 concentration
30.4%
Top 10 as share of value
Turnover
13.0%
Q2 2026, one quarter
Average holding period
8.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $13.8B (Q2 2026)

Q1 2021: $3.11BQ2 2021: $3.36BQ3 2021: $3.24BQ4 2021: $3.34BQ1 2022: $3.01BQ2 2022: $2.52BQ3 2022: $2.62BQ4 2022: $2.75BQ1 2023: $3.09BQ2 2023: $3.36BQ3 2023: $3.11BQ4 2023: $3.64BQ1 2024: $4.48BQ2 2024: $4.83BQ3 2024: $6.19BQ4 2024: $6.77BQ1 2025: $5.86BQ2 2025: $7.16BQ3 2025: $8.47BQ4 2025: $9.12BQ1 2026: $9.97BQ2 2026: $13.8B
Q1 2021Q2 2026
13F filings of Hood River Capital Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026166$13.8BAPLDDOCNMTZvs. Q1 2026SEC
Q1 2026May 15, 2026167$9.97BAPLDMTZFIXvs. Q4 2025SEC
Q4 2025Feb 17, 2026175$9.12BAPLDMTZDAVEvs. Q3 2025SEC
Q3 2025Nov 14, 2025153$8.47BAPLDMTZKTOSvs. Q2 2025SEC
Q2 2025Aug 14, 2025148$7.16BMTZDAVEAPLDvs. Q1 2025SEC
Q1 2025May 15, 2025144$5.86BACIWMTZHCIvs. Q4 2024SEC
Q4 2024Feb 14, 2025159$6.77BFTAISMTCMTZvs. Q3 2024SEC
Q3 2024Nov 14, 2024142$6.19BFTAIMTZACIWvs. Q2 2024SEC
Q2 2024Aug 14, 2024144$4.83BFTAIMTZRMBSvs. Q1 2024SEC
Q1 2024May 15, 2024128$4.48BFTAIFIXRMBSvs. Q4 2023SEC
Q4 2023Feb 14, 2024122$3.64BFTAIRMBSWALvs. Q3 2023SEC
Q3 2023Nov 14, 2023124$3.11BFTAIRMBSLNTHvs. Q2 2023SEC
Q2 2023Aug 14, 2023121$3.36BMTZFTAILNTHvs. Q1 2023SEC
Q1 2023May 15, 2023114$3.09BLNTHMTZAXONvs. Q4 2022SEC
Q4 2022Feb 14, 2023105$2.75BCELHMTZCALXvs. Q3 2022SEC
Q3 2022Nov 14, 2022120$2.62BGTLSLNTHCELHvs. Q2 2022SEC
Q2 2022Aug 15, 2022121$2.52BCELHGTLSLNTHvs. Q1 2022SEC
Q1 2022May 16, 2022151$3.01BPRKSSITMONTOvs. Q4 2021SEC
Q4 2021Feb 14, 2022147$3.34BSITMONTOTFIIvs. Q3 2021SEC
Q3 2021Nov 15, 2021147$3.24BCZRWALTFIIvs. Q2 2021SEC
Q2 2021Aug 13, 2021114$3.36BCZRSEMTLSvs. Q1 2021SEC
Q1 2021May 17, 2021116$3.11BCZRTLSSEM–SEC

13D and 13G filings

Companies where Hood River Capital Management LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

13 companies, largest stake first.

Companies where Hood River Capital Management LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
BWBabcock & Wilcox Enterprises, Inc.13G9.58%10.6M sharesNewFeb 17, 20261 filingFeb 17, 2026SEC
DAVEDave Inc.13G/A9.15%1.12M shares−0.36 ppfrom 9.51%Feb 14, 20252 filingsFeb 17, 2026SEC
NUAINew ERA Energy & Digital, Inc.13G8.49%8.60M sharesNewAug 14, 20261 filingAug 14, 2026SEC
LODEComstock Inc.13G/A8.48%6.28M shares+4.95 ppfrom 3.53%Nov 14, 20253 filingsMay 15, 2026SEC
APLDApplied Digital Corp.13G/A7.89%22.0M shares+0.72 ppfrom 7.17%Feb 14, 20243 filingsFeb 17, 2026SEC
BANDBandwidth Inc.13G7.64%2.30M sharesNewAug 14, 20261 filingAug 14, 2026SEC
RCATRed Cat Holdings, Inc.13G7.16%10.6M sharesNewAug 14, 20261 filingAug 14, 2026SEC
LOVELovesac Co13G/A6.76%987.7K shares+0.36 ppfrom 6.40%Feb 16, 20215 filingsFeb 17, 2026SEC
ATRCAtriCure, Inc.13G/A6.23%3.10M shares+0.23 ppfrom 6.00%Nov 14, 20243 filingsFeb 17, 2026SEC
TRNSTranscat Inc13G/A5.85%545.8K shares+0.73 ppfrom 5.12%Nov 14, 20252 filingsFeb 17, 2026SEC
BFLYButterfly Network, Inc.13G5.61%13.2M sharesNewAug 14, 20261 filingAug 14, 2026SEC
LPTHLightpath Technologies Inc13G5.37%3.56M sharesNewAug 14, 20261 filingAug 14, 2026SEC
CUBICustomers Bancorp, Inc.13G/A5.05%1.73M shares−0.02 ppfrom 5.07%Nov 14, 20252 filingsFeb 17, 2026SEC

Latest filings

64 filings on file made by Hood River Capital Management LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Hood River Capital Management LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
RCATRed Cat Holdings, Inc.Aug 14, 20268:05 AM ET13G7.16%10.6M sharesNewJun 30, 2026SEC
NUAINew ERA Energy & Digital, Inc.Aug 14, 20268:05 AM ET13G8.49%8.60M sharesNewJun 30, 2026SEC
LPTHLightpath Technologies IncAug 14, 20268:05 AM ET13G5.37%3.56M sharesNewJun 30, 2026SEC
KRUSKura Sushi USA, Inc.Aug 14, 20268:05 AM ET13G/A0.00%0 shares−5.31 ppfrom 5.31%Below 5%Jun 30, 2026SEC
CWHCamping World Holdings, Inc.Aug 14, 20268:05 AM ET13G/A0.00%0 shares−5.07 ppfrom 5.07%Below 5%Jun 30, 2026SEC
BFLYButterfly Network, Inc.Aug 14, 20268:05 AM ET13G5.61%13.2M sharesNewJun 30, 2026SEC
BANDBandwidth Inc.Aug 14, 20268:05 AM ET13G7.64%2.30M sharesNewJun 30, 2026SEC
HCIHCI Group, Inc.May 15, 20268:00 AM ET13G/A4.80%623.8K shares−0.97 ppfrom 5.77%Below 5%Mar 31, 2026SEC
LODEComstock Inc.May 15, 20268:00 AM ET13G/A8.48%6.28M shares+4.95 ppfrom 3.53%Mar 31, 2026SEC
TRNSTranscat IncFeb 17, 20266:02 AM ET13G/A5.85%545.8K shares+0.73 ppfrom 5.12%Dec 31, 2025SEC
ONDSOndas Inc.Feb 17, 20266:02 AM ET13G/A4.71%17.4M shares−0.31 ppfrom 5.02%Below 5%Dec 31, 2025SEC
LOVELovesac CoFeb 17, 20266:02 AM ET13G/A6.76%987.7K shares+0.36 ppfrom 6.40%Dec 31, 2025SEC
KRUSKura Sushi USA, Inc.Feb 17, 20266:02 AM ET13G5.31%589.5K sharesNewDec 31, 2025SEC
HCIHCI Group, Inc.Feb 17, 20266:02 AM ET13G/A5.77%747.8K shares−3.15 ppfrom 8.92%Dec 31, 2025SEC
DAVEDave Inc.Feb 17, 20266:02 AM ET13G/A9.15%1.12M shares−0.36 ppfrom 9.51%Dec 31, 2025SEC
CUBICustomers Bancorp, Inc.Feb 17, 20266:02 AM ET13G/A5.05%1.73M shares−0.02 ppfrom 5.07%Dec 31, 2025SEC
LODEComstock Inc.Feb 17, 20266:02 AM ET13G/A3.53%1.82M shares−1.57 ppfrom 5.10%Below 5%Dec 31, 2025SEC
CWHCamping World Holdings, Inc.Feb 17, 20266:02 AM ET13G/A5.07%3.19M shares+0.02 ppfrom 5.05%Dec 31, 2025SEC
BWBabcock & Wilcox Enterprises, Inc.Feb 17, 20266:02 AM ET13G9.58%10.6M sharesNewDec 31, 2025SEC
ATRCAtriCure, Inc.Feb 17, 20266:02 AM ET13G/A6.23%3.10M shares+0.23 ppfrom 6.00%Dec 31, 2025SEC