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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
$7.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 125 项
建仓 26
增持 65
减持 17
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
CELH
CELSIUS HOLDINGS INC
-$98.6M
557,927
-61%
增持
LNTH
LANTHEUS HOLDINGS INC
+$54.8M
1,633,626
+4%
清仓
—
FABRINET
-$53.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
WAL
WESTERN ALLIANCE BANCORP
-$51.0M
0
-100%
建仓
LUCK
BOWLERO CORP
+$46.3M
2,732,960
建仓
ROG
ROGERS CORP
+$41.5M
253,713
清仓
—
CREDO TECHNOLOGY GROUP HOLDINGS
-$41.1M
0
-100%
增持
—
FTAI AVIATION LTD
+$41.0M
3,512,690
+5%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$40.6M
404,848
+140%
清仓
—
SCORPIO TANKERS INC
-$34.4M
0
-100%
清仓
PLUG
PLUG POWER INC
-$33.6M
0
-100%
清仓
OCFC
OCEANFIRST FINANCIAL CORP
-$32.9M
0
-100%
建仓
DKNG
DRAFTKINGS INC - CL A
+$31.5M
1,627,589
建仓
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$31.1M
488,062
建仓
LOVE
LOVESAC CO/THE
+$30.2M
1,044,929
建仓
INDI
INDIE SEMICONDUCTOR INC-A
+$29.9M
2,830,580
增持
NICE
NICE LTD - SPON ADR
+$29.7M
170,739
+251%
清仓
AR
ANTERO RESOURCES CORP
-$29.4M
0
-100%
减持
CALX
CALIX INC.
-$29.0M
1,314,374
-10%
增持
GXO
GXO LOGISTICS INC
+$25.2M
770,807
+141%
增持
RXO
RXO INC
+$24.3M
1,916,453
+147%
增持
SITM
SITIME CORP
+$22.5M
371,469
+24%
增持
HLIT
HARMONIC INC
+$21.7M
3,589,989
+53%
增持
ONTO
ONTO INNOVATION INC
+$20.7M
383,331
+101%
增持
AEHR
AEHR TEST SYSTEMS
+$20.6M
1,543,106
+14%
减持
NOG
NORTHERN OIL AND GAS INC
-$20.4M
254,933
-72%
增持
RMBS
RAMBUS INC
+$20.2M
1,198,294
+4%
减持
ADTN
ADTRAN HOLDINGS INC
-$18.3M
1,229,598
-39%
清仓
PRSU
VIAD CORP
-$17.9M
0
-100%
建仓
DOCN
DIGITALOCEAN HOLDINGS INC
+$16.9M
431,226
增持
FIX
COMFORT SYSTEMS USA INC
+$16.6M
466,389
+4%
增持
—
WNS HOLDINGS LTD ADR
+$16.3M
792,111
+10%
建仓
—
SIGNET JEWELERS LTD
+$16.1M
207,558
增持
MTZ
MASTEC INC
+$15.3M
1,227,943
+4%
建仓
IPAR
INTER PARFUMS INC
+$15.2M
107,028
减持
—
CEREVEL THERAPEUTICS HOLDING
-$15.2M
572,876
-38%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$15.1M
0
-100%
清仓
—
INFINERA CORP
-$14.9M
0
-100%
建仓
COHU
COHU INC
+$14.9M
388,478
增持
BOOT
BOOT BARN HOLDINGS INC
+$14.8M
613,670
+19%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$14.4M
566,498
增持
—
PLAYA HOTELS & RESORTS NV
+$14.2M
4,310,927
+3%
清仓
GPRE
GREEN PLAINS INC
-$14.2M
0
-100%
增持
CLH
CLEAN HARBORS INC
+$13.9M
420,263
+4%
清仓
TBBK
BANCORP INC
-$13.7M
0
-100%
增持
TFII
TFI INTERNATIONAL INC
+$13.3M
571,958
+4%
清仓
CLFD
CLEARFIELD INC
-$13.2M
0
-100%
增持
HCI
HCI GROUP INC
+$12.8M
532,607
+34%
增持
—
SELECT MEDICAL HOLDINGS CORP
+$12.6M
2,693,137
+17%
清仓
ASPN
ASPEN AEROGELS INC
-$12.4M
0
-100%
增持
LOPE
GRAND CANYON EDUCATION INC
+$12.4M
235,235
+73%
减持
AXSM
AXSOME THERAPEUTICS INC
-$12.0M
380,822
-17%
减持
AXON
AXON ENTERPRISE INC
+$11.9M
467,561
-17%
建仓
BL
BLACKLINE INC
+$11.5M
171,030
增持
CZR
CAESARS ENTERTAINMENT INC
+$11.2M
912,940
+14%
建仓
TGTX
TG THERAPEUTICS INC
+$11.1M
739,112
增持
KEX
KIRBY CORP
+$11.0M
700,255
+19%
增持
FNKO
FUNKO INC-CLASS A
+$10.7M
2,272,662
+131%
建仓
—
TERRAN ORBITAL CORP
+$10.5M
5,684,536
增持
ALHC
ALIGNMENT HEALTHCARE INC
-$9.8M
2,478,273
+14%
增持
—
ENCORE WIRE CORP
+$9.3M
174,829
+4%
减持
DCGO
DOCGO INC
+$8.7M
5,565,088
-0%
增持
GTM
ZOOMINFO TECHNOLOGIES INC-A
+$8.4M
930,769
+92%
增持
PLNT
PLANET FITNESS INC - CL A
+$8.0M
551,156
+25%
增持
FIVN
FIVE9 INC
+$7.9M
733,966
+10%
增持
—
AXONICS INC
-$7.6M
1,309,574
+4%
减持
—
KARUNA THERAPEUTICS INC
-$7.2M
212,309
-9%
增持
EXP
EAGLE MATERIALS INC
+$7.0M
358,597
+4%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$6.7M
555,758
+4%
增持
BWIN
BRP GROUP INC-A
+$6.3M
777,189
+44%
增持
SGRY
SURGERY PARTNERS INC
+$6.1M
791,324
+4%
增持
HRMY
HARMONY BIOSCIENCES HOLDINGS
-$5.9M
313,722
+7%
增持
—
SUMMIT MATERIALS INC -CL A
+$5.9M
736,193
+38%
建仓
PRPL
PURPLE INNOVATION INC
+$5.5M
2,092,405
增持
—
KEZAR LIFE SCIENCES INC
-$5.3M
1,430,654
+3%
增持
OPCH
OPTION CARE HEALTH INC
+$5.0M
1,725,419
+4%
增持
HASI
HANNON ARMSTRONG SUSTAINABLE
+$4.9M
1,042,961
+21%
增持
CYTK
CYTOKINETICS INC
-$4.7M
486,272
+2%
增持
EVH
EVOLENT HEALTH INC - A
+$4.6M
833,801
+4%
增持
APLD
APPLIED DIGITAL CORP
+$3.9M
4,671,783
+30%
减持
CERS
CERUS CORP
-$3.6M
3,866,849
-6%
清仓
—
DIGIMARC CORP
-$3.1M
0
-100%
增持
CYH
COMMUNITY HEALTH SYSTEMS INC
+$3.0M
926,259
+162%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
-$3.0M
206,044
+3%
增持
—
INTRA-CELLULAR THERAPIES INC
+$2.9M
828,887
+4%
增持
—
ALTUS POWER INC
-$2.8M
3,216,748
+3%
增持
—
ALKERMES PLC
+$2.7M
731,630
+7%
建仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$2.5M
821,265
增持
IIIV
I3 VERTICALS INC-CLASS A
+$2.4M
759,914
+14%
增持
XPOF
XPONENTIAL FITNESS INC-A
+$2.4M
112,750
+148%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$2.3M
134,303
+69%
建仓
SKWD
SKYWARD SPECIALTY INSURANCE
+$2.2M
99,772
增持
CDNS
CADENCE DESIGNS SYSTEMS
+$2.1M
17,923
+72%
增持
KRYS
KRYSTAL BIOTECH INC
+$2.0M
447,393
+5%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$1.9M
16,455
减持
GDEN
GOLDEN ENTERTAINMENT INC
-$1.9M
520,856
-21%
建仓
MPWR
MONOLITHIC POWER SYSTEMS INC
+$1.9M
3,849
建仓
—
MDXHEALTH SA-ADR
+$1.9M
578,025
建仓
CCJ
CAMECO CORP
+$1.9M
71,186
增持
BEAM
BEAM THERAPEUTICS INC
-$1.8M
237,607
+3%
增持
VERV
VERVE THERAPEUTICS INC
-$1.5M
344,776
+3%
增持
DECK
DECKERS OUTDOOR CORP
+$1.4M
6,407
+72%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
23,004
-58%
增持
DNN
DENISON MINES CORP
+$1.2M
23,920,381
+11%
增持
INSE
INSPIRED ENTERTAINMENT INC
+$969.6K
180,837
+71%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$919.0K
57,568
增持
VMC
VULCAN MATLS CO
+$718.5K
10,319
+72%
增持
PAYC
PAYCOM SOFTWARE INC
+$616.2K
4,993
+72%
增持
FWRG
FIRST WATCH RESTAURANT GROUP
+$613.2K
105,900
+32%
增持
EXLS
EXLSERVICE HOLDINGS INC
-$465.0K
468,453
+4%
清仓
—
QUALTRICS INTERNATIONAL-CL A
-$426.4K
0
-100%
增持
ADT
ADT INC
+$381.7K
195,398
+72%
减持
KNSL
KINSALE CAPITAL GROUP INC
-$275.5K
161,299
-13%
增持
VMI
VALMONT INDS INC
+$274.4K
127,265
+4%
减持
FIP
FTAI INFRASTRUCTURE LLC
-$249.0K
3,120,701
-4%
增持
APA
APA CORP
+$245.7K
27,657
+72%
增持
—
REAL GOOD FOOD CO INC/THE
+$58.0K
161,220
+72%
建仓
—
SPROTT PHYSICAL URANIUM TRUS
+$38.0K
3,235
减持
DOCU
DOCUSIGN INC
+$27.2K
18,285
-2%
建仓
STM
STMICROELECTRONICS N V
+$23.0K
435
建仓
RRC
RANGE RES CORP
+$21.0K
791
减持
—
NXP SEMICONDUCTORS NV
-$19.3K
324
-35%
建仓
KRBN
KS GLOBAL CARBON STRATGY ETF
+$12.0K
293
减持
—
RENEW ENERGY GLOBAL PLC-A
-$10.3K
2,169
-46%
清仓
—
GREEN THUMB INDUSTRIES INC
-$6.2K
0
-100%