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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 38
增持 60
减持 26
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
—
FTAI AVIATION LTD
+$91.3M
3,057,732
-8%
清仓
DKNG
DRAFTKINGS INC - CL A
-$80.1M
0
-100%
减持
WAL
WESTERN ALLIANCE BANCORP
-$70.5M
555,941
-66%
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
ATKR
ATKORE INC
-$63.9M
0
-100%
增持
COHR
COHERENT INC
+$63.4M
1,435,534
+114%
增持
INSM
INSMED INC
+$62.0M
1,315,392
+37%
增持
MTSI
MACOM TECHNOLOGY SOLUTIONS H
+$60.9M
704,834
+281%
减持
VRT
VERTIV HOLDINGS LLC
-$59.4M
757,391
-51%
增持
MTZ
MASTEC INC
+$58.1M
1,194,250
+60%
清仓
NICE
NICE LTD - SPON ADR
-$53.8M
0
-100%
减持
FCFS
FIRSTCASH HOLDINGS INC
-$47.8M
613,844
-30%
建仓
FLR
FLUOR CORP
+$47.6M
1,092,064
减持
FIX
COMFORT SYSTEMS USA INC
-$44.2M
355,897
-26%
建仓
—
CLEARWATER ANALYTICS HDS-A
+$43.3M
2,336,913
减持
EVH
EVOLENT HEALTH INC - A
-$41.4M
1,617,452
-27%
建仓
ATRC
ATRICURE INC
+$40.4M
1,775,243
增持
ACIW
ACI WORLDWIDE INC
+$40.0M
2,400,340
+45%
减持
ONTO
ONTO INNOVATION INC
-$37.7M
382,630
-43%
清仓
FIVN
FIVE9 INC
-$36.6M
0
-100%
建仓
—
GLOBAL-E ONLINE LTD
+$36.2M
997,560
建仓
RVMD
REVOLUTION MEDICINES INC
+$35.5M
914,003
清仓
—
SUPER MICRO COMPUTER INC
-$35.5M
0
-100%
清仓
SITM
SITIME CORP
-$35.2M
0
-100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$33.4M
487,518
清仓
—
SUMMIT MATERIALS INC -CL A
-$33.2M
0
-100%
减持
XPO
XPO INC
-$31.7M
584,200
-24%
清仓
PLAY
DAVE & BUSTER'S ENTERTAINMENT
-$30.2M
0
-100%
建仓
GVA
GRANITE CONSTRUCTION INC
+$29.1M
470,282
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$28.2M
93,082
-51%
建仓
DUOL
DUOLINGO
+$26.9M
129,003
增持
SPXC
SPX TECHNOLOGIES INC
+$25.1M
187,537
+1343%
建仓
MDU
MDU RESOURCES GROUP INC
+$24.4M
970,983
建仓
MXL
MAXLINEAR INC
+$24.2M
1,200,811
增持
KEX
KIRBY CORP
+$24.0M
812,283
+6%
建仓
FLS
FLOWSERVE CORP
+$23.9M
497,120
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$23.8M
223,584
+59%
清仓
CELH
CELSIUS HOLDINGS INC
-$23.6M
0
-100%
建仓
—
ODDITY TECH LTD-CL A
+$23.4M
595,959
建仓
ITRI
ITRON INC
+$22.6M
228,492
清仓
DFH
DREAM FINDERS HOMES INC - A
-$22.6M
0
-100%
建仓
SIMO
SILICON MOTION TECHNOL-ADR
+$21.2M
261,857
清仓
BROS
DUTCH BROS INC-CLASS A
-$20.9M
0
-100%
建仓
WULF
TERAWULF INC
+$20.5M
4,613,919
增持
SG
SWEETGREEN INC - CLASS A
+$20.4M
1,643,028
+43%
增持
APLD
APPLIED DIGITAL CORP
+$19.3M
9,596,231
+9%
建仓
TMDX
TRANSMEDICS GROUP INC
+$18.9M
125,174
清仓
CNM
CORE & MAIN INC-CLASS A
-$18.8M
0
-100%
增持
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$18.7M
1,735,014
+7%
清仓
KNSL
KINSALE CAPITAL GROUP INC
-$18.6M
0
-100%
清仓
MOD
MODINE MANUFACTURING CO
-$18.6M
0
-100%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$18.4M
410,342
增持
HAE
HAEMONETICS CORP
+$18.1M
245,090
+880%
增持
VKTX
VIKING THERAPEUTICS INC
-$17.2M
714,578
+6%
增持
CAVA
CAVA GROUP INC
+$17.2M
656,870
+5%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$17.0M
2,732,427
+4%
增持
CLH
CLEAN HARBORS INC
+$16.5M
475,285
+5%
减持
ASPN
ASPEN AEROGELS INC
-$16.3M
1,752,519
-47%
减持
LNTH
LANTHEUS HOLDINGS INC
+$16.2M
1,070,980
-5%
建仓
CECO
CECO ENVIRONMENTAL CORP
+$15.5M
537,105
减持
—
CAMTEK LTD
+$15.3M
585,239
-15%
增持
—
SHARKNINJA INC
+$15.3M
713,146
+16%
增持
OPCH
OPTION CARE HEALTH INC
+$15.2M
1,729,029
+77%
建仓
—
SELECT MEDICAL HOLDINGS CORP
+$14.8M
422,672
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$14.6M
1,811,841
+44%
清仓
SDHC
SMITH DOUGLAS HOMES CORP
-$14.3M
0
-100%
增持
RDNT
RADNET INC
+$14.2M
1,125,712
+5%
建仓
—
IRIS ENERGY LTD
+$13.6M
1,206,171
增持
QTWO
Q2 HOLDINGS INC
+$13.4M
1,261,924
+6%
清仓
DRVN
DRIVEN BRANDS HOLDINGS INC
-$13.3M
0
-100%
减持
FORM
FORMFACTOR INC
+$13.2M
1,784,553
-14%
增持
HCI
HCI GROUP INC
-$13.1M
767,544
+6%
清仓
RELY
REMITLY GLOBAL INC
-$12.8M
0
-100%
增持
CUBI
CUSTOMERS BANCO
+$11.3M
549,063
+94%
增持
EXP
EAGLE MATERIALS INC
-$10.9M
267,371
+5%
增持
FIP
FTAI INFRASTRUCTURE LLC
+$10.8M
2,957,163
+26%
建仓
WBTN
WEBTOON ENTERTAINMENT INC
+$10.4M
453,441
增持
—
COUCHBASE INC
-$10.0M
1,629,893
+8%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$9.8M
3,106,690
+6%
增持
—
BLUEPRINT MEDICINES CORP
+$9.6M
502,820
+7%
建仓
ROOT
ROOT INC/OH
+$9.5M
188,157
清仓
—
PAGAYA TECHNOLOGIES LTD -A
-$9.3M
0
-100%
增持
CYTK
CYTOKINETICS INC
-$8.9M
737,637
+6%
建仓
TTMI
TTM TECHNOLOGIES
+$8.8M
453,239
减持
AAOI
APPLIED OPTOELECTRONICS INC
-$8.5M
1,375,404
-4%
增持
KRYS
KRYSTAL BIOTECH INC
+$7.5M
521,093
+5%
建仓
—
DUPONT DE NEMOURS INC
+$7.5M
93,287
增持
SRRK
SCHOLAR ROCK HOLDING CORP
-$7.1M
832,792
+5%
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE
+$7.1M
988,135
+27%
增持
UCTT
ULTRA CLEAN HOLDINGS INC
+$7.0M
366,266
+54%
增持
KTOS
KRATOS DEFENSE & SECURITY
+$7.0M
2,696,640
+5%
减持
kspi us equity
KASPI KZ JSC
-$6.6M
35,805
-59%
减持
ARHS
ARHAUS INC
-$6.5M
1,022,489
-34%
建仓
BDRBF
BOMBARDIER INC-B
+$6.3M
98,313
增持
—
ICHOR HOLDINGS LTD
+$5.8M
1,108,227
+16%
建仓
PAL
PROFICIENT AUTO LOGISTICS INC
+$5.6M
348,705
增持
—
BIOHAVEN LTD
-$5.6M
368,902
+10%
增持
TGTX
TG THERAPEUTICS INC
+$5.6M
1,572,929
+7%
增持
TRNS
TRANSCAT INC
+$5.5M
196,838
+22%
增持
OLLI
OLLIE'S BARGAIN OUTLET HLDG INC
+$5.4M
240,954
+5%
减持
INTA
INTAPP INC
-$5.3M
215,524
-44%
建仓
AGX
ARGAN INC
+$5.2M
71,689
增持
KNF
KNIFE RIVER CORP
-$5.2M
761,001
+5%
增持
DNN
DENISON MINES CORP
+$5.2M
25,263,766
+9%
清仓
—
MONDAY.COM LTD
-$5.0M
0
-100%
减持
TFII
TFI INTERNATIONAL INC
-$5.0M
215,016
-5%
建仓
PACS
PACS GROUP INC
+$4.9M
164,798
减持
—
LANDSEA HOMES CORP
-$4.8M
236,000
-51%
建仓
SFM
SPROUTS FARMERS MARKET INC
+$4.6M
55,504
建仓
GH
GUARDANT HEALTH INC
+$4.2M
146,726
减持
INDI
INDIE SEMICONDUCTOR INC-A
-$4.2M
3,454,324
-4%
减持
VRNS
VARONIS SYSTEMS INC
-$4.2M
1,497,888
-7%
建仓
—
GLOBANT SA
+$4.2M
23,405
建仓
S
SENTINELONE INC -CLASS A
+$4.1M
192,892
建仓
CRL
CHARLES RIV LABORATORIES INTL
+$4.0M
19,226
建仓
NRG
NRG ENERGY INC
+$3.9M
49,512
增持
—
INFINERA CORP
+$3.9M
4,753,842
+14%
建仓
—
SKECHERS U S A INC CL A
+$3.8M
54,967
减持
DOCN
DIGITALOCEAN HOLDINGS INC
-$3.7M
823,656
-3%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$3.7M
0
-100%
减持
RXO
RXO INC
+$3.6M
1,635,582
-9%
清仓
WSC
WILLSCOT MOBILE MINI HOLDING
-$3.4M
0
-100%
清仓
MLM
MARTIN MARIETTA MATERIALS
-$3.3M
0
-100%
增持
ROAD
CONSTRUCTION PARTNERS INC-A
+$3.3M
476,021
+16%
清仓
DDOG
DATADOG INC - CLASS A
-$3.0M
0
-100%
清仓
REKR
REKOR SYSTEMS INC
-$2.8M
0
-100%
增持
OSIS
OSI SYSTEMS INC
+$2.7M
316,788
+11%
增持
AXSM
AXSOME THERAPEUTICS INC
+$2.6M
549,066
+5%
增持
AR
ANTERO RESOURCES CORP
+$2.6M
185,385
+58%
建仓
NHC
NATIONAL HEALTHCARE CORP
+$2.5M
23,217
增持
NOG
NORTHERN OIL AND GAS INC
+$2.4M
955,579
+14%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$2.1M
243,897
+7%
增持
CERS
CERUS CORP
+$2.0M
1,469,754
+390%
清仓
—
AUGMEDIX INC
-$2.0M
0
-100%
增持
—
SCORPIO TANKERS INC
+$1.6M
110,082
+7%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$1.4M
319,349
+0%
增持
LOVE
LOVESAC CO/THE
+$1.4M
774,015
+9%
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$1.3M
874,174
+19%
增持
—
AMER SPORTS INC
+$1.2M
3,896,784
+33%
增持
CZR
CAESARS ENTERTAINMENT INC
-$1.1M
1,075,824
+7%
建仓
HDL
SUPER HI INTERNATIONAL HOLDI
+$1.1M
58,910
减持
—
REV GROUP INC
+$917.1K
367,887
-1%
清仓
—
MDXHEALTH
-$857.0K
0
-100%
建仓
CYH
COMMUNITY HEALTH SYSTEMS INC
+$788.9K
234,800
增持
AXON
AXON ENTERPRISE INC
-$710.1K
224,850
+5%
增持
IIIV
I3 VERTICALS INC-CLASS A
+$644.0K
1,190,184
+6%
增持
RMBS
RAMBUS INC
+$625.4K
2,165,548
+6%
增持
NXE
NEXGEN ENERGY LTD
-$611.5K
835,260
+1%
增持
—
VERONA PHARMA PLC - ADR
-$529.9K
1,062,456
+8%
减持
NTRA
NATERA INC
+$474.6K
30,433
-1%
减持
HIPO
HIPPO HOLDINGS INC
-$428.4K
321,924
-1%
