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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 139 项
建仓 21
增持 59
减持 36
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
KNSL
KINSALE CAPITAL GROUP INC
-$59.6M
13,060
-92%
增持
WAL
WESTERN ALLIANCE BANCORP
+$58.2M
1,550,125
+63%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$56.5M
0
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。
-100%
建仓
VRNS
VARONIS SYSTEMS INC
+$51.9M
1,145,183
增持
MTZ
MASTEC INC
+$50.4M
1,132,059
+131%
清仓
—
IMMUNOGEN INC
-$48.3M
0
-100%
清仓
GXO
GXO LOGISTICS INC
-$48.1M
0
-100%
建仓
ASPN
ASPEN AEROGELS INC
+$46.4M
2,942,548
建仓
ACIW
ACI WORLDWIDE INC
+$46.2M
1,509,696
建仓
FIVN
FIVE9 INC
+$46.0M
584,923
减持
—
SELECT MEDICAL HOLDINGS CORP
-$44.4M
445,350
-79%
增持
CELH
CELSIUS HOLDINGS INC
-$39.6M
787,967
+64%
增持
RMBS
RAMBUS INC
+$36.8M
1,961,814
+13%
增持
FORM
FORMFACTOR INC
+$35.0M
1,938,829
+48%
减持
—
FTAI AVIATION LTD
+$33.5M
3,457,905
-3%
清仓
—
GLOBANT SA
-$33.4M
0
-100%
增持
CYTK
CYTOKINETICS INC
+$32.0M
560,981
+12%
增持
—
CAMTEK LTD
+$32.0M
678,686
+180%
建仓
CNM
CORE & MAIN INC-CLASS A
+$30.3M
750,627
增持
HCI
HCI GROUP INC
+$30.0M
712,048
+20%
清仓
LOPE
GRAND CANYON EDUCATION INC
-$28.3M
0
-100%
建仓
INSM
INSMED INC
+$28.1M
905,819
增持
—
BLUEPRINT MEDICINES CORP
+$26.8M
440,018
+61%
建仓
APG
API GROUP CORP
+$22.9M
661,327
增持
AEHR
AEHR TEST SYSTEMS
+$21.7M
936,835
+1251%
减持
—
ON HOLDING AG-CLASS A
-$20.9M
1,021
-100%
减持
—
WNS HOLDINGS LTD ADR
-$20.5M
128,670
-69%
建仓
OLLI
OLLIE'S BARGAIN OUTLET HLDG INC
+$20.1M
265,083
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$19.8M
616,906
+41%
增持
RXO
RXO INC
+$19.5M
1,565,876
+83%
清仓
RILY
B. RILEY FINANCIAL INC
-$19.3M
0
-100%
建仓
—
VERONA PHARMA PLC - ADR
+$18.8M
946,602
清仓
—
KARUNA THERAPEUTICS INC
-$18.7M
0
-100%
清仓
ACAD
ACADIA PHARMEUTICALS INC
-$18.3M
0
-100%
建仓
CAVA
CAVA GROUP INC
+$18.2M
423,833
减持
BWIN
BRP GROUP INC-A
-$18.0M
263,254
-75%
增持
KNF
KNIFE RIVER CORP
+$17.6M
759,657
+14%
增持
DOCN
DIGITALOCEAN HOLDINGS INC
+$17.5M
692,362
+110%
增持
ONTO
ONTO INNOVATION INC
+$17.4M
629,098
+2%
减持
VRT
VERTIV HOLDINGS LLC
+$17.3M
1,817,752
-3%
减持
FIX
COMFORT SYSTEMS USA INC
+$17.0M
482,170
-0%
增持
MOD
MODINE MANUFACTURING CO
+$16.7M
806,929
+17%
建仓
CUBI
CUSTOMERS BANCO
+$16.6M
287,680
增持
EVH
EVOLENT HEALTH INC - A
+$16.4M
2,070,033
+9%
增持
XPO
XPO INC
+$15.0M
718,435
+12%
清仓
VECO
VEECO INSTRUMENTS INC
-$14.3M
0
-100%
建仓
—
BIOHAVEN LTD
+$13.9M
324,201
增持
KTOS
KRATOS DEFENSE & SECURITY
+$13.8M
1,225,288
+66%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$13.5M
827,338
+9%
减持
HASI
HANNON ARMSTRONG SUSTAINABLE
-$13.0M
706,076
-54%
增持
—
COUCHBASE INC
+$12.8M
1,440,755
+26%
增持
AXON
AXON ENTERPRISE INC
+$12.0M
199,394
+0%
建仓
NEO
NEOGENOMICS INC
+$11.9M
734,714
增持
RPD
RAPID7 INC
+$11.9M
930,523
+3%
清仓
HLIT
HARMONIC INC
-$11.8M
0
-100%
增持
APLD
APPLIED DIGITAL CORP
+$10.5M
8,584,355
+13%
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$10.5M
133,731
+16%
清仓
HRMY
HARMONY BIOSCIENCES HOLDINGS
-$10.4M
0
-100%
建仓
—
SCORPIO TANKERS INC
+$10.3M
170,035
减持
ENVX
ENOVIX CORP
-$9.9M
1,564,080
-33%
减持
—
FABRINET
-$9.7M
198,646
-30%
减持
DKNG
DRAFTKINGS INC - CL A
+$9.5M
1,652,666
-0%
减持
AAOI
APPLIED OPTOELECTRONICS INC
+$9.4M
1,351,123
-11%
建仓
SRRK
SCHOLAR ROCK HOLDING CORP
+$9.4M
499,144
增持
INDI
INDIE SEMICONDUCTOR INC-A
+$9.2M
4,170,053
+7%
增持
EXP
EAGLE MATERIALS INC
+$9.0M
243,424
+0%
增持
LNTH
LANTHEUS HOLDINGS INC
-$8.9M
1,196,753
+0%
减持
NOG
NORTHERN OIL AND GAS INC
-$8.5M
778,738
-16%
清仓
BLFS
BIOLIFE SOLUTIONS INC
-$8.3M
0
-100%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$7.2M
2,001,510
+0%
减持
ATRC
ATRICURE INC
-$7.1M
841,102
-1%
增持
RDNT
RADNET INC
+$6.9M
993,885
+1%
增持
NICE
NICE LTD - SPON ADR
+$5.9M
191,804
+1%
减持
DCO
DUCOMMUN INC DEL
-$5.7M
189,088
-47%
清仓
COHU
COHU INC
-$5.0M
0
-100%
减持
—
AXONICS INC
+$4.9M
1,298,285
-4%
增持
TRNS
TRANSCAT INC
+$4.8M
151,088
+26%
增持
—
CYMABAY THERAPEUTICS INC
+$4.6M
519,249
+1%
增持
AXSM
AXSOME THERAPEUTICS INC
+$4.5M
392,753
+2%
减持
LOVE
LOVESAC CO/THE
-$4.4M
722,126
-37%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$4.2M
156,441
+12%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$4.2M
212,390
+1%
减持
—
LILIUM NV
-$3.8M
3,455,976
-69%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$3.6M
1,952,199
+3%
减持
KRYS
KRYSTAL BIOTECH INC
+$3.5M
458,513
-0%
建仓
ENTG
ENTEGRIS INC
+$3.4M
28,585
减持
KEX
KIRBY CORP
-$3.4M
717,735
-1%
增持
GPRE
GREEN PLAINS INC
-$3.2M
1,067,557
+7%
增持
—
GENIUS SPORTS LTD
+$3.1M
3,490,572
+1%
减持
SITM
SITIME CORP
+$3.1M
404,328
-0%
增持
SKWD
SKYWARD SPECIALTY INSURANCE
+$3.0M
274,755
+19%
减持
ROAD
CONSTRUCTION PARTNERS INC-A
-$2.9M
408,080
-28%
增持
CNMD
CONMED CORP
+$2.7M
242,218
+3%
建仓
MRVL
MARVELL TECHNOLOGY GROUP LTD
+$2.7M
44,044
减持
—
INFINERA CORP
-$2.6M
2,730,215
-27%
减持
OSIS
OSI SYSTEMS INC
+$2.6M
288,657
-2%
减持
CLH
CLEAN HARBORS INC
+$2.5M
430,875
-1%
清仓
PRPL
PURPLE INNOVATION INC
-$2.4M
0
-100%
增持
INTA
INTAPP INC
+$2.2M
441,709
+1%
清仓
PCTY
PAYLOCITY HOLDING CORP
-$2.2M
0
-100%
建仓
—
MDXHEALTH
+$2.1M
533,755
建仓
OKTA
OKTA INC
+$2.0M
21,928
清仓
—
RAYZEBIO INC
-$1.9M
0
-100%
增持
TFII
TFI INTERNATIONAL INC
+$1.8M
212,893
+1%
建仓
WSC
WILLSCOT MOBILE MINI HOLDING
+$1.8M
40,505
减持
INSE
INSPIRED ENTERTAINMENT INC
-$1.8M
110,839
-54%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$1.7M
179,694
+27%
清仓
FTNT
FORTINET INC
-$1.6M
0
-100%
增持
—
AUGMEDIX INC
+$1.5M
273,899
+2585%
减持
FIP
FTAI INFRASTRUCTURE LLC
-$1.5M
2,359,321
-29%
清仓
—
MDXHEALTH SA-ADR
-$1.4M
0
-100%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$1.3M
0
-100%
增持
—
LANDSEA HOMES CORP
+$1.3M
264,572
+10%
减持
ARHS
ARHAUS INC
+$1.3M
1,538,472
-16%
清仓
XPOF
XPONENTIAL FITNESS INC-A
-$1.2M
0
-100%
增持
CDNS
CADENCE DESIGNS SYSTEMS
+$1.2M
20,149
+10%
减持
OPCH
OPTION CARE HEALTH INC
+$1.0M
918,253
-1%
减持
DNN
DENISON MINES CORP
+$1.0M
23,453,244
-4%
增持
CZR
CAESARS ENTERTAINMENT INC
+$731.2K
940,036
+1%
清仓
GENK
GEN RESTAURANT GROUP INC
-$695.9K
0
-100%
减持
DCGO
DOCGO INC
+$662.0K
6,103,476
-3%
增持
CCJ
CAMECO CORP
+$569.7K
82,724
+9%
增持
VMC
VULCAN MATLS CO
+$509.6K
11,938
+10%
增持
DDOG
DATADOG INC - CLASS A
+$503.8K
13,159
+10%
减持
DFH
DREAM FINDERS HOMES INC - A
+$458.7K
417,149
-35%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$421.9K
33,475
-45%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$418.6K
18,686
+10%
增持
IIIV
I3 VERTICALS INC-CLASS A
+$365.1K
782,355
+2%
增持
HIPO
HIPPO HOLDINGS INC
+$337.7K
181,884
+10%
减持
KLIC
KULICKE & SOFFA INDUSTRIES
+$323.7K
358,853
-10%
增持
—
GAMBLING.COM GROUP LTD
-$228.3K
81,263
+4%
增持
—
PAYFARE INC
+$215.1K
233,931
+11%
增持
PSTG
PURE STORAGE INC - CLASS A
+$101.8K
32,753
+9%
建仓
—
SPROTT PHYSICAL URANIUM TRUS
+$98.9K
4,643
清仓
—
ESTABLISHMENT LABS HOLDINGS
-$73.6K
0
-100%
增持
—
REAL GOOD FOOD CO INC/THE
-$66.3K
442,398
+101%
清仓
—
ODDITY TECH LTD-CL A
-$45.4K
0
-100%
增持
AR
ANTERO RESOURCES CORP
-$31.1K
64,815
+10%
减持
—
ALTISOURCE PORTFOLIO SOL
-$22.4K
9,510
-33%
