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Robert Schmaltz

Hood River Capital Management Llc

Assets Managed
$9.977B
Holdings
167
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
9.38%(2Q avg: 8.54%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hood River Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of Hood River Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.977B in assets, with a quarterly growth rate of 9.38% and a 2-quarter average growth rate of 8.54%. The portfolio is managed by Robert Schmaltz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
APLD
Applied Digital Corp
Recent Activity
Increased 4.72%
5.5%
$547.815M
23.076M shares@ $23.75 avg price
MTZ
Mastec Inc
Recent Activity
Decreased -12.68%
4.18%
$416.777M
1.295M shares@ $321.75 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
Increased 1.44%
3.45%
$343.899M
249,385 shares@ $1378.99 avg price
DOCN
Digitalocean Holdings Inc
Recent Activity
Increased 206.4%
3%
$299.125M
3.487M shares@ $85.78 avg price
XPO
Xpo Inc
Recent Activity
Increased 0.95%
2.27%
$225.645M
1.16M shares@ $194.56 avg price
BE
Bloom Energy Corp- A
Recent Activity
Increased 1.32%
2.15%
$213.567M
1.576M shares@ $135.49 avg price
FCFS
Firstcash Holdings Inc
Recent Activity
Increased 1.6%
2.14%
$213.176M
1.134M shares@ $188.0 avg price
DAVE
Dave Inc
Recent Activity
Increased 2.69%
2%
$199.49M
1.146M shares@ $174.09 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -9.07%
1.95%
$193.697M
275,623 shares@ $702.76 avg price
KTOS
Kratos Defense & Security
Recent Activity
Decreased -1.12%
1.92%
$191.404M
2.715M shares@ $70.51 avg price

1-10 of 167