Hood River Capital Management LLC

Long Only Manager

Hood River Capital Management LLC is a Long Only Manager based in Palm Beach Gardens, FL led by Brian Paul Smoluch, managing $8.5B across 151 long positions as of Q3 2025 with 32% Technology concentration.

Managing PartnerBrian Paul Smoluch

Portfolio Value: $8.5B
Positions: 151
Top Holding: APLD at 5.7%
Last Reported: Q3 2025

Address2373 Pga Boulevard, Suite 200, Palm Beach Gardens, FL, 33410, United States

Top Holdings

Largest long holdings in Hood River Capital Management LLC's portfolio (27% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Applied Digital APLD	Financial - Capital Markets Financial Services	$482.8M	5.70%	-$18.6M Sold	7.81% 21.0M shares	Q2 2022 Held for 3y 5m
2 MasTec MTZ	Engineering & Construction Industrials	$350.4M	4.14%	-$9.8M Sold	2.09% 1.6M shares	Q4 2020 Held for 4y 11m
3 Kratos Defense & Security Solutions KTOS	Aerospace & Defense Industrials	$246.1M	2.91%	-$5.7M Sold	1.60% 2.7M shares	Q3 2023 Held for 2y 2m
4 Dave, Inc. DAVE	Software - Application Technology	$215.5M	2.55%	+$2.4M Bought	8.01% 1.1M shares	Q3 2024 Held for 1y 2m
5 Comfort Systems USA FIX	Engineering & Construction Industrials	$199.0M	2.35%	-$1.8M Sold	0.68% 241.2K shares	Q1 2022 Held for 3y 8m
6 Ciena CIEN	Communication Equipment Technology	$172.4M	2.04%	-$4.8M Sold	0.84% 1.2M shares	Q3 2024 Held for 1y 2m
7 ACI Worldwide ACIW	Software - Infrastructure Technology	$157.4M	1.86%	-$20.3M Sold	2.89% 3.0M shares	Q4 2023 Held for 1y 11m
8 Semtech SMTC	Semiconductors Technology	$157.0M	1.85%	-$3.4M Sold	2.53% 2.2M shares	Q3 2024 Held for 1y 2m
9 QXO, Inc. QXO	Software - Application Technology	$156.7M	1.85%	-$1.5M Sold	1.22% 8.2M shares	Q3 2024 Held for 1y 2m
10 XPO XPO	Integrated Freight & Logistics Industrials	$145.8M	1.72%	+$15.4M Bought	0.96% 1.1M shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hood River Capital Management LLC's latest filing

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Market Value

$8.5B

Prior: $7.2B

Q/Q Change

+18.21%

+$1.3B

Net Flows % of MV

-5.4%

Turnover Ratio

15.44%

New Purchases

20 stocks

$547.4M

Added To

52 stocks

+$610.4M

Sold Out Of

26 stocks

$575.2M

Reduced Holdings

65 stocks

-$1.0B

Increased Positions

Position	Shares Δ	Change
1 Pegasystems PEGA	New	0 → 1.6M +$90.8M
2 Hut 8 Mining Corp. HUT	New	0 → 2.0M +$69.1M
3 East-West Bancorp EWBC	New	0 → 630.9K +$67.2M
4 BridgeBio Pharma BBIO	New	0 → 1.2M +$64.6M
5 Globalstar GSAT	New	0 → 1.3M +$48.4M

Decreased Positions

Position	Shares Δ	Change
1 CyberArk Software CYBR	Sold	239.4K → 0 −$97.4M
2 JFrog Ltd. FROG	Sold	1.1M → 0 −$46.1M
3 American Superconductor AMSC	Sold	1.2M → 0 −$42.9M
4 Knife River KNF	Sold	516.9K → 0 −$42.2M
5 Chart Industries GTLS	Sold	249.7K → 0 −$41.1M