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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 69
减持 21
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
—
AXONICS INC
-$80.8M
0
-100%
减持
—
FTAI AVIATION LTD
+$63.9M
3,333,872
-4%
建仓
ATKR
ATKORE INC
+$63.9M
335,678
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。
建仓
QTWO
Q2 HOLDINGS INC
+$62.8M
1,194,167
建仓
VKTX
VIKING THERAPEUTICS INC
+$55.1M
671,928
减持
FIX
COMFORT SYSTEMS USA INC
+$53.2M
479,656
-1%
清仓
RPD
RAPID7 INC
-$53.1M
0
-100%
建仓
—
AMER SPORTS INC
+$47.8M
2,931,159
建仓
COHR
COHERENT INC
+$40.6M
670,231
建仓
—
SHARKNINJA INC
+$38.3M
614,706
清仓
—
FABRINET
-$37.8M
0
-100%
减持
VRT
VERTIV HOLDINGS LLC
+$37.7M
1,530,632
-16%
建仓
—
ICHOR HOLDINGS LTD
+$37.0M
957,294
建仓
—
SUPER MICRO COMPUTER INC
+$35.5M
35,115
清仓
DCGO
DOCGO INC
-$34.1M
0
-100%
建仓
—
SUMMIT MATERIALS INC -CL A
+$33.2M
745,020
增持
KRYS
KRYSTAL BIOTECH INC
+$31.3M
495,586
+8%
增持
XPO
XPO INC
+$30.8M
768,011
+7%
建仓
PLAY
DAVE & BUSTER'S ENTERTAINMENT
+$30.2M
482,889
清仓
ATRC
ATRICURE INC
-$30.0M
0
-100%
减持
MOD
MODINE MANUFACTURING CO
-$29.6M
195,523
-76%
建仓
SG
SWEETGREEN INC - CLASS A
+$29.1M
1,152,222
清仓
GPRE
GREEN PLAINS INC
-$26.9M
0
-100%
清仓
CNMD
CONMED CORP
-$26.5M
0
-100%
增持
ONTO
ONTO INNOVATION INC
+$25.5M
672,230
+7%
增持
CAVA
CAVA GROUP INC
+$25.5M
624,377
+47%
清仓
AEHR
AEHR TEST SYSTEMS
-$24.9M
0
-100%
增持
VRNS
VARONIS SYSTEMS INC
+$24.2M
1,611,871
+41%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$22.6M
2,624,238
+31%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$22.5M
879,700
+6%
建仓
TGTX
TG THERAPEUTICS INC
+$22.4M
1,474,037
增持
KTOS
KRATOS DEFENSE & SECURITY
+$22.1M
2,556,787
+109%
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$21.9M
1,618,807
增持
DKNG
DRAFTKINGS INC - CL A
+$21.8M
1,763,944
+7%
增持
HCI
HCI GROUP INC
+$21.6M
721,876
+1%
建仓
BROS
DUTCH BROS INC-CLASS A
+$20.9M
633,111
增持
APG
API GROUP CORP
+$20.2M
1,097,938
+66%
增持
APLD
APPLIED DIGITAL CORP
-$20.1M
8,824,532
+3%
增持
EXP
EAGLE MATERIALS INC
+$19.6M
253,985
+4%
清仓
KLIC
KULICKE & SOFFA INDUSTRIES
-$19.6M
0
-100%
清仓
ENVX
ENOVIX CORP
-$19.6M
0
-100%
减持
CELH
CELSIUS HOLDINGS INC
-$19.4M
284,361
-64%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$19.0M
1,257,960
+3658%
建仓
MTSI
MACOM TECHNOLOGY SOLUTIONS H
+$17.7M
185,231
增持
RDNT
RADNET INC
+$17.6M
1,071,129
+8%
增持
KEX
KIRBY CORP
+$16.9M
768,598
+7%
减持
MTZ
MASTEC INC
-$16.0M
747,488
-34%
增持
CLH
CLEAN HARBORS INC
+$15.8M
452,063
+5%
增持
NICE
NICE LTD - SPON ADR
+$15.5M
206,460
+8%
增持
AXON
AXON ENTERPRISE INC
+$15.4M
213,724
+7%
建仓
SDHC
SMITH DOUGLAS HOMES CORP
+$14.3M
482,199
增持
KNSL
KINSALE CAPITAL GROUP INC
+$14.2M
35,470
+172%
减持
SITM
SITIME CORP
-$14.2M
377,632
-7%
增持
FORM
FORMFACTOR INC
+$14.0M
2,079,052
+7%
建仓
DRVN
DRIVEN BRANDS HOLDINGS INC
+$13.3M
843,780
建仓
RELY
REMITLY GLOBAL INC
+$12.8M
616,612
清仓
—
CYMABAY THERAPEUTICS INC
-$12.3M
0
-100%
增持
—
INFINERA CORP
+$12.1M
4,162,231
+52%
清仓
NEO
NEOGENOMICS INC
-$11.9M
0
-100%
增持
ASPN
ASPEN AEROGELS INC
+$11.7M
3,300,443
+12%
减持
CNM
CORE & MAIN INC-CLASS A
-$11.6M
327,542
-56%
建仓
kspi us equity
KASPI KZ JSC
+$11.2M
87,216
建仓
UCTT
ULTRA CLEAN HOLDINGS INC
+$10.9M
237,596
增持
—
CAMTEK LTD
+$10.9M
691,780
+2%
减持
—
GENIUS SPORTS LTD
-$10.7M
1,912,383
-45%
清仓
—
SELECT MEDICAL HOLDINGS CORP
-$10.5M
0
-100%
增持
AXSM
AXSOME THERAPEUTICS INC
+$10.3M
520,750
+33%
清仓
DCO
DUCOMMUN INC DEL
-$9.8M
0
-100%
增持
FIVN
FIVE9 INC
-$9.4M
589,196
+1%
清仓
SKWD
SKYWARD SPECIALTY INSURANCE
-$9.3M
0
-100%
建仓
—
PAGAYA TECHNOLOGIES LTD -A
+$9.3M
917,302
增持
IIIV
I3 VERTICALS INC-CLASS A
+$9.1M
1,119,931
+43%
增持
ACIW
ACI WORLDWIDE INC
+$8.8M
1,656,745
+10%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$8.8M
189,237
+21%
增持
CDNS
CADENCE DESIGNS SYSTEMS
+$8.6M
45,156
+124%
减持
KNF
KNIFE RIVER CORP
+$8.3M
722,849
-5%
减持
INDI
INDIE SEMICONDUCTOR INC-A
-$8.3M
3,603,704
-14%
建仓
—
REV GROUP INC
+$8.2M
373,000
清仓
—
WNS HOLDINGS LTD ADR
-$8.1M
0
-100%
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$8.0M
140,412
+5%
增持
DFH
DREAM FINDERS HOMES INC - A
+$7.7M
516,071
+24%
增持
—
COUCHBASE INC
+$7.3M
1,511,521
+5%
增持
RMBS
RAMBUS INC
-$7.3M
2,048,572
+4%
增持
TFII
TFI INTERNATIONAL INC
+$7.2M
226,888
+7%
增持
DOCN
DIGITALOCEAN HOLDINGS INC
+$6.9M
846,844
+22%
增持
NXE
NEXGEN ENERGY LTD
+$6.4M
829,032
+9888%
清仓
BWIN
BRP GROUP INC-A
-$6.3M
0
-100%
增持
AAOI
APPLIED OPTOELECTRONICS INC
-$6.2M
1,439,404
+7%
增持
ARHS
ARHAUS INC
+$5.6M
1,547,296
+1%
减持
FIP
FTAI INFRASTRUCTURE LLC
+$5.5M
2,338,538
-1%
增持
ROAD
CONSTRUCTION PARTNERS INC-A
+$5.3M
410,000
+0%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD
+$5.2M
110,316
+150%
建仓
—
MONDAY.COM LTD
+$5.0M
21,995
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$4.8M
319,325
+78%
建仓
MKSI
MKS INSTRUMENTS INC
+$4.8M
35,751
增持
SRRK
SCHOLAR ROCK HOLDING CORP
+$4.7M
792,047
+59%
增持
—
BIOHAVEN LTD
+$4.5M
336,454
+4%
减持
LNTH
LANTHEUS HOLDINGS INC
-$4.4M
1,122,065
-6%
增持
HIPO
HIPPO HOLDINGS INC
+$4.3M
326,343
+79%
增持
NOG
NORTHERN OIL AND GAS INC
+$4.3M
835,223
+7%
清仓
—
LILIUM NV
-$4.1M
0
-100%
增持
—
BLUEPRINT MEDICINES CORP
+$4.0M
470,126
+7%
增持
EVH
EVOLENT HEALTH INC - A
+$4.0M
2,207,037
+7%
增持
ENTG
ENTEGRIS INC
+$3.8M
51,516
+80%
建仓
—
MONEYLION INC
+$3.7M
52,461
减持
OSIS
OSI SYSTEMS INC
+$3.6M
286,324
-1%
减持
DNN
DENISON MINES CORP
+$3.6M
23,125,163
-1%
清仓
CCJ
CAMECO CORP
-$3.6M
0
-100%
减持
INTA
INTAPP INC
-$3.5M
386,182
-13%
增持
—
LANDSEA HOMES CORP
+$3.5M
482,339
+82%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$3.5M
227,998
+7%
增持
WAL
WESTERN ALLIANCE BANCORP
+$3.4M
1,641,660
+6%
建仓
MLM
MARTIN MARIETTA MATERIALS
+$3.3M
5,411
减持
—
SCORPIO TANKERS INC
-$3.0M
102,455
-40%
增持
—
VERONA PHARMA PLC - ADR
-$2.9M
987,756
+4%
建仓
NTRA
NATERA INC
+$2.8M
30,844
建仓
REKR
REKOR SYSTEMS INC
+$2.8M
1,209,139
增持
RXO
RXO INC
+$2.8M
1,791,908
+14%
清仓
VMC
VULCAN MATLS CO
-$2.7M
0
-100%
增持
HASI
HANNON ARMSTRONG SUSTAINABLE
+$2.7M
779,832
+10%
减持
LOVE
LOVESAC CO/THE
-$2.4M
711,400
-1%
增持
ALHC
ALIGNMENT HEALTHCARE INC
-$2.3M
2,920,836
+50%
建仓
HAE
HAEMONETICS CORP
+$2.1M
25,000
增持
CYTK
CYTOKINETICS INC
+$2.0M
696,647
+24%
清仓
OKTA
OKTA INC
-$2.0M
0
-100%
增持
INSM
INSMED INC
-$2.0M
962,501
+6%
增持
AR
ANTERO RESOURCES CORP
+$1.9M
117,658
+82%
减持
OLLI
OLLIE'S BARGAIN OUTLET HLDG INC
-$1.9M
229,162
-14%
增持
OPCH
OPTION CARE HEALTH INC
+$1.8M
975,821
+6%
增持
WSC
WILLSCOT MOBILE MINI HOLDING
+$1.6M
73,405
+81%
建仓
SPXC
SPX TECHNOLOGIES INC
+$1.6M
13,000
减持
CUBI
CUSTOMERS BANCO
-$1.6M
282,601
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$1.6M
33,980
+82%
增持
TRNS
TRANSCAT INC
+$1.5M
161,891
+7%
增持
DDOG
DATADOG INC - CLASS A
+$1.4M
23,933
+82%
减持
—
MDXHEALTH
-$1.2M
330,879
-38%
增持
—
PAYFARE INC
+$1.2M
467,025
+100%
清仓
PSTG
PURE STORAGE INC - CLASS A
-$1.2M
0
-100%
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$1.1M
735,494
+19%
增持
INSE
INSPIRED ENTERTAINMENT INC
+$861.2K
198,408
+79%
清仓
—
GAMBLING.COM GROUP LTD
-$792.3K
0
-100%
清仓
—
REAL GOOD FOOD CO INC/THE
-$672.4K
0
-100%
建仓
CERS
CERUS CORP
+$566.4K
299,694
增持
—
AUGMEDIX INC
+$402.8K
490,238
+79%
增持
CZR
CAESARS ENTERTAINMENT INC
-$170.2K
1,003,628
+7%
建仓
—
NAYAX LTD
+$102.5K
3,912
建仓
—
DESPEGAR.COM CO
+$101.1K
8,450
建仓
—
FERROGLOBE PLC
+$73.3K
14,725
清仓
ACMR
ACM RESEARCH INC-CLASS A
-$66.2K
0
-100%
建仓
—
BBB FOODS INC-CLASS A
+$54.0K
2,269
