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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 145 项
建仓 36
增持 50
减持 30
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$75.8M
0
-100%
清仓
CALX
CALIX INC.
-$70.4M
0
-100%
建仓
—
ON HOLDING AG-CLASS A
+$69.7M
2,111,540
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。
减持
AXON
AXON ENTERPRISE INC
-$64.8M
206,493
-56%
建仓
—
IMMUNOGEN INC
+$56.3M
2,983,671
清仓
BOOT
BOOT BARN HOLDINGS INC
-$47.0M
0
-100%
建仓
—
SUNNOVA ENERGY INTERNATIONAL
+$46.7M
2,553,171
清仓
LUCK
BOWLERO CORP
-$46.3M
0
-100%
增持
APLD
APPLIED DIGITAL CORP
+$44.2M
5,849,857
+25%
减持
TFII
TFI INTERNATIONAL INC
-$44.0M
212,487
-63%
建仓
VRT
VERTIV HOLDINGS LLC
+$39.4M
1,591,880
建仓
CROX
CROCS INC
+$39.3M
349,807
建仓
RPD
RAPID7 INC
+$37.0M
817,453
减持
LNTH
LANTHEUS HOLDINGS INC
-$36.3M
1,174,616
-28%
增持
DOCN
DIGITALOCEAN HOLDINGS INC
+$35.7M
1,309,317
+204%
建仓
ENVX
ENOVIX CORP
+$34.2M
1,894,707
建仓
OSIS
OSI SYSTEMS INC
+$33.9M
287,945
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$32.7M
472,375
+17%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$32.2M
881,647
建仓
CNMD
CONMED CORP
+$31.9M
234,580
建仓
RDNT
RADNET INC
+$31.7M
973,125
清仓
SGRY
SURGERY PARTNERS INC
-$27.3M
0
-100%
减持
OPCH
OPTION CARE HEALTH INC
-$25.5M
901,280
-48%
建仓
TDOC
TELADOC HEALTH INC
+$24.4M
962,865
建仓
XPO
XPO INC
+$24.3M
411,411
减持
—
WNS HOLDINGS LTD ADR
-$23.3M
685,509
-13%
减持
CELH
CELSIUS HOLDINGS INC
+$21.6M
492,584
-12%
清仓
FNKO
FUNKO INC-CLASS A
-$21.4M
0
-100%
清仓
—
ALKERMES PLC
-$20.6M
0
-100%
建仓
GPRE
GREEN PLAINS INC
+$20.5M
634,498
减持
LOPE
GRAND CANYON EDUCATION INC
-$20.0M
65,867
-72%
清仓
ADTN
ADTRAN HOLDINGS INC
-$19.5M
0
-100%
减持
VMI
VALMONT INDS INC
-$18.3M
76,626
-40%
增持
ONTO
ONTO INNOVATION INC
+$18.2M
445,712
+16%
增持
KRYS
KRYSTAL BIOTECH INC
+$17.3M
452,456
+1%
建仓
—
BLUEPRINT MEDICINES CORP
+$17.3M
273,449
增持
RMBS
RAMBUS INC
+$16.7M
1,217,969
+2%
减持
MTZ
MASTEC INC
+$16.6M
1,124,153
-8%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIES
+$16.5M
749,850
建仓
DCO
DUCOMMUN INC DEL
+$16.3M
375,069
清仓
—
SIGNET JEWELERS LTD
-$16.1M
0
-100%
清仓
IPAR
INTER PARFUMS INC
-$15.2M
0
-100%
清仓
COHU
COHU INC
-$14.9M
0
-100%
减持
—
KARUNA THERAPEUTICS INC
-$14.6M
110,698
-48%
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$14.4M
0
-100%
增持
EXP
EAGLE MATERIALS INC
+$14.4M
359,478
+0%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$13.9M
1,975,551
增持
—
FTAI AVIATION LTD
+$13.8M
3,537,083
+1%
建仓
RILY
B. RILEY FINANCIAL INC
+$12.3M
268,532
建仓
KLIC
KULICKE & SOFFA INDUSTRIES
+$12.2M
205,950
增持
DKNG
DRAFTKINGS INC - CL A
+$12.1M
1,639,955
+1%
增持
KNSL
KINSALE CAPITAL GROUP INC
+$12.0M
161,518
+0%
增持
GXO
GXO LOGISTICS INC
+$11.8M
806,221
+5%
清仓
BL
BLACKLINE INC
-$11.5M
0
-100%
减持
—
ALTUS POWER INC
-$11.4M
1,147,281
-64%
清仓
TGTX
TG THERAPEUTICS INC
-$11.1M
0
-100%
减持
—
PLAYA HOTELS & RESORTS NV
-$11.1M
3,720,160
-14%
清仓
—
TERRAN ORBITAL CORP
-$10.5M
0
-100%
增持
CLH
CLEAN HARBORS INC
+$10.3M
427,166
+2%
减持
AEHR
AEHR TEST SYSTEMS
+$9.6M
1,393,845
-10%
增持
FIX
COMFORT SYSTEMS USA INC
+$9.6M
472,789
+1%
增持
NOG
NORTHERN OIL AND GAS INC
+$9.4M
498,255
+95%
建仓
—
COUCHBASE INC
+$9.2M
578,357
增持
SITM
SITIME CORP
-$8.7M
374,062
+1%
建仓
BLFS
BIOLIFE SOLUTIONS INC
+$8.6M
389,522
增持
—
INTRA-CELLULAR THERAPIES INC
+$8.3M
839,130
+1%
建仓
COCO
VITA COCO CO INC/THE
+$8.1M
300,054
增持
—
SUMMIT MATERIALS INC -CL A
+$7.5M
753,349
+2%
建仓
SVV
SAVERS VALUE VILLAGE INC
+$7.1M
299,893
减持
GDEN
GOLDEN ENTERTAINMENT INC
-$6.7M
382,619
-27%
减持
PLNT
PLANET FITNESS INC - CL A
-$6.1M
544,192
-1%
减持
NICE
NICE LTD - SPON ADR
-$5.8M
161,107
-6%
减持
HLIT
HARMONIC INC
+$5.7M
3,589,429
-0%
增持
DCGO
DOCGO INC
+$5.6M
5,736,363
+3%
增持
KEX
KIRBY CORP
+$5.4M
704,819
+1%
增持
HASI
HANNON ARMSTRONG SUSTAINABLE
+$5.2M
1,402,954
+35%
清仓
VERV
VERVE THERAPEUTICS INC
-$5.0M
0
-100%
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$4.8M
534,163
+9%
减持
RXO
RXO INC
-$4.5M
1,459,810
-24%
清仓
CYH
COMMUNITY HEALTH SYSTEMS INC
-$4.5M
0
-100%
增持
—
CEREVEL THERAPEUTICS HOLDING
+$4.5M
581,886
+2%
清仓
—
KEZAR LIFE SCIENCES INC
-$4.5M
0
-100%
增持
—
AXONICS INC
-$4.3M
1,329,707
+2%
减持
HCI
HCI GROUP INC
+$4.3M
531,279
-0%
增持
AXSM
AXSOME THERAPEUTICS INC
+$4.1M
384,361
+1%
增持
INDI
INDIE SEMICONDUCTOR INC-A
+$4.1M
3,612,021
+28%
减持
CERS
CERUS CORP
-$4.0M
3,051,569
-21%
减持
ALHC
ALIGNMENT HEALTHCARE INC
-$3.8M
2,071,877
-16%
增持
DNN
DENISON MINES CORP
+$3.8M
23,924,929
+0%
减持
FIVN
FIVE9 INC
+$3.7M
688,333
-6%
清仓
DECK
DECKERS OUTDOOR CORP
-$2.9M
0
-100%
建仓
DFH
DREAM FINDERS HOMES INC - A
+$2.8M
115,562
建仓
KVUE
KENVUE INC
+$2.8M
106,239
建仓
—
LANDSEA HOMES CORP
+$2.7M
289,733
增持
CZR
CAESARS ENTERTAINMENT INC
+$2.6M
925,240
+1%
增持
FIP
FTAI INFRASTRUCTURE LLC
+$2.4M
3,188,589
+2%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
0
-100%
建仓
FTNT
FORTINET INC
+$2.1M
28,082
增持
SKWD
SKYWARD SPECIALTY INSURANCE
+$2.1M
168,262
+69%
减持
ROG
ROGERS CORP
-$2.0M
243,428
-4%
减持
—
SELECT MEDICAL HOLDINGS CORP
-$2.0M
2,121,506
-21%
减持
XPOF
XPONENTIAL FITNESS INC-A
-$2.0M
81,378
-28%
增持
LOVE
LOVESAC CO/THE
-$1.9M
1,048,243
+0%
清仓
MPWR
MONOLITHIC POWER SYSTEMS INC
-$1.9M
0
-100%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$1.7M
0
-100%
增持
EVH
EVOLENT HEALTH INC - A
-$1.5M
844,249
+1%
清仓
ADT
ADT INC
-$1.4M
0
-100%
减持
IIIV
I3 VERTICALS INC-CLASS A
-$1.4M
753,877
-1%
增持
BWIN
BRP GROUP INC-A
+$1.4M
853,116
+10%
增持
INSE
INSPIRED ENTERTAINMENT INC
+$1.2M
241,006
+33%
建仓
AR
ANTERO RESOURCES CORP
+$1.2M
50,989
建仓
—
GAMBLING.COM GROUP LTD
+$1.0M
99,912
建仓
GENK
GEN RESTAURANT GROUP INC
+$1.0M
59,946
清仓
APA
APA CORP
-$997.0K
0
-100%
建仓
—
PAYFARE INC
+$868.0K
200,000
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$835.0K
140,721
+5%
减持
HRMY
HARMONY BIOSCIENCES HOLDINGS
+$770.0K
312,957
-0%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
-$762.0K
213,090
+3%
增持
BEAM
BEAM THERAPEUTICS INC
+$759.0K
251,633
+6%
增持
CYTK
CYTOKINETICS INC
-$720.0K
502,527
+3%
增持
VMC
VULCAN MATLS CO
+$707.0K
10,988
+6%
增持
CDNS
CADENCE DESIGNS SYSTEMS
+$645.0K
18,805
+5%
减持
GTM
ZOOMINFO TECHNOLOGIES INC-A
+$600.0K
929,459
-0%
增持
—
ENCORE WIRE CORP
+$543.0K
177,183
+1%
增持
CCJ
CAMECO CORP
+$536.0K
76,573
+8%
增持
FCFS
FIRSTCASH HOLDINGS INC
-$513.0K
562,418
+1%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$287.0K
61,302
+6%
减持
PRPL
PURPLE INNOVATION INC
-$256.0K
1,894,983
-9%
增持
—
MDXHEALTH SA-ADR
+$215.0K
612,404
+6%
增持
PAYC
PAYCOM SOFTWARE INC
+$190.0K
5,317
+6%
增持
—
REAL GOOD FOOD CO INC/THE
-$86.0K
171,247
+6%
增持
DOCU
DOCUSIGN INC
-$71.0K
19,471
+6%
清仓
—
NXP SEMICONDUCTORS NV
-$60.0K
0
-100%
建仓
MLCO
MELCO RESORTS & ENTERT-ADR
+$38.0K
3,081
清仓
—
SPROTT PHYSICAL URANIUM TRUS
-$38.0K
0
-100%
清仓
STM
STMICROELECTRONICS N V
-$23.0K
0
-100%
清仓
RRC
RANGE RES CORP
-$21.0K
0
-100%
建仓
—
GENIUS SPORTS LTD
+$18.0K
2,942
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$16.0K
800,259
-3%
建仓
OPRA
OPERA LTD-ADR
+$12.0K
610
清仓
—
RENEW ENERGY GLOBAL PLC-A
-$12.0K
0
-100%
增持
—
BANK OF N.T. BUTTERFIELD&SON
+$11.0K
1,318
+45%
建仓
—
ALTISOURCE PORTFOLIO SOL
+$11.0K
2,000
增持
—
ESTABLISHMENT LABS HOLDINGS
+$5.0K
589
+13%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$0
17,539
+7%