小隐寺数据中心API 小隐寺主站

Hood River Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Hood River Capital Management LLC

报告期 2026-03-31 · CIK 0001578177

持仓数

167

前50大市值合计

$7.00B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

APLD APPLIED DIGITAL CORP

COMMON STOCKS

$547.8M

23,075,612

7.8%

MTZ MASTEC INC

COMMON STOCKS

$416.8M

1,295,385

6.0%

FIX COMFORT SYSTEMS USA INC

COMMON STOCKS

$343.9M

249,385

4.9%

DOCN DIGITALOCEAN HOLDINGS INC

COMMON STOCKS

$299.1M

3,487,118

4.3%

XPO XPO INC

COMMON STOCKS

$225.6M

1,159,830

3.2%

BE BLOOM ENERGY CORP- A

COMMON STOCKS

$213.6M

1,576,258

3.0%

FCFS FIRSTCASH HOLDINGS INC

COMMON STOCKS

$213.2M

1,133,915

3.0%

DAVE DAVE INC

COMMON STOCKS

$199.5M

1,145,901

2.8%

LITE LUMENTUM HOLDINGS INC

COMMON STOCKS

$193.7M

275,623

2.8%

KTOS KRATOS DEFENSE & SECURITY

COMMON STOCKS

$191.4M

2,714,571

2.7%

SMTC SEMTECH CORP

COMMON STOCKS

$175.9M

2,287,529

2.5%

BW BABCOCK & WILCOX ENTERPR

COMMON STOCKS

$170.5M

11,603,688

2.4%

KRYS KRYSTAL BIOTECH INC

COMMON STOCKS

$160.1M

619,586

2.3%

QXO QXO INC

COMMON STOCKS

$158.0M

8,136,061

2.3%

KNX KNIGHT-SWIFT TRANSPORTATION

COMMON STOCKS

$154.1M

2,676,956

2.2%

MDGL MADRIGAL PHARMACEUTICALS INC

COMMON STOCKS

$130.6M

249,511

1.9%

GH GUARDANT HEALTH INC

COMMON STOCKS

$121.0M

1,310,065

1.7%

CUBI CUSTOMERS BANCO

COMMON STOCKS

$120.2M

1,731,310

1.7%

LSCC LATTICE SEMICONDUCTOR CORP

COMMON STOCKS

$119.9M

1,293,092

1.7%

PRAX PRAXIS PRECISION MEDICINES I

COMMON STOCKS

$115.5M

358,618

1.7%

PTCT PTC THERAPEUTICS INC

COMMON STOCKS

$113.4M

1,664,559

1.6%

INSM INSMED INC

COMMON STOCKS

$112.6M

688,554

1.6%

AAOI APPLIED OPTOELECTRONICS INC

COMMON STOCKS

$107.9M

1,275,519

1.5%

ALHC ALIGNMENT HEALTHCARE INC

COMMON STOCKS

$106.7M

6,054,477

1.5%

GVA GRANITE CONSTRUCTION INC

COMMON STOCKS

$106.6M

889,492

1.5%

KRMN KARMAN HOLDINGS INC

COMMON STOCKS

$103.2M

1,288,784

1.5%

SRRK SCHOLAR ROCK HOLDING CORP

COMMON STOCKS

$100.8M

2,049,679

1.4%

ENSG ENSIGN GROUP INC/THE

COMMON STOCKS

$98.8M

490,426

1.4%

OSIS OSI SYSTEMS INC

COMMON STOCKS

$98.8M

372,074

1.4%

U UNITY SOFTWARE INC

COMMON STOCKS

$98.6M

4,493,753

1.4%

ACIW ACI WORLDWIDE INC

COMMON STOCKS

$98.1M

2,391,319

1.4%

HCI HCI GROUP INC

COMMON STOCKS

$96.4M

623,801

1.4%

CAVA CAVA GROUP INC

COMMON STOCKS

$95.4M

1,179,441

1.4%

APG API GROUP CORP

COMMON STOCKS

$95.1M

2,346,561

1.4%

DNN DENISON MINES CORP

COMMON STOCKS

$94.7M

26,829,391

1.4%

BBIO BRIDGEBIO PHARMA INC

COMMON STOCKS

$93.9M

1,265,080

1.3%

ONDS ONDAS INC

COMMON STOCKS

$92.8M

10,261,811

1.3%

ATRC ATRICURE INC

COMMON STOCKS

$88.9M

3,117,545

1.3%

PTGX PROTAGONIST THE

COMMON STOCKS

$87.4M

829,285

1.2%

HUT HUT 8 CORP

COMMON STOCKS

$86.5M

1,843,582

1.2%

ESE ESCO TECHNOLOGIES INC

COMMON STOCKS

$85.6M

304,140

1.2%

OLLI OLLIES BARGAIN OUTLET HLDG INC

COMMON STOCKS

$80.4M

873,922

1.1%

RSI RUSH STREET INTERACTIVE INC

COMMON STOCKS

$79.4M

3,651,237

1.1%

USAR USA RARE EARTH INC

COMMON STOCKS

$79.4M

4,242,941

1.1%

RDNT RADNET INC

COMMON STOCKS

$78.9M

1,411,497

1.1%

— SIGNET JEWELERS LTD

COMMON STOCKS

$71.9M

849,167

1.0%

LTH LIFE TIME GROUP HOLDINGS INC

COMMON STOCKS

$70.7M

2,624,490

1.0%

SITM SITIME CORP

COMMON STOCKS

$70.0M

202,750

1.0%

TMDX TRANSMEDICS GROUP INC

COMMON STOCKS

$69.6M

699,770

1.0%

WSBC WESBANCO INC

COMMON STOCKS

$69.5M

2,013,953

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

APLD7.8%MTZ6.0%FIX4.9%DOCN4.3%XPO3.2%BE3.0%