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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 28
增持 80
减持 12
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
SMTC
SEMTECH CORP
+$154.8M
3,390,299
清仓
RMBS
RAMBUS INC
-$127.2M
0
-100%
清仓
ONTO
ONTO INNOVATION INC
-$84.0M
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
—
CAMTEK LTD
-$73.3M
0
-100%
增持
ACIW
ACI WORLDWIDE INC
+$71.6M
3,274,196
+36%
增持
WAL
WESTERN ALLIANCE BANCORP
+$69.3M
1,205,586
+117%
清仓
VRT
VERTIV HOLDINGS LLC
-$65.6M
0
-100%
清仓
FCFS
FIRSTCASH HOLDINGS INC
-$64.4M
0
-100%
建仓
QXO
QXO INC
+$61.5M
3,900,837
减持
—
FTAI AVIATION LTD
-$61.0M
1,915,915
-37%
清仓
CAVA
CAVA GROUP INC
-$60.9M
0
-100%
建仓
SITM
SITIME CORP
+$57.0M
332,328
增持
APLD
APPLIED DIGITAL CORP
+$55.8M
13,682,568
+43%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$54.6M
8,144,637
+198%
增持
MTZ
MASTEC INC
+$54.4M
1,479,573
+24%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$51.0M
1,337,786
增持
OLLI
OLLIES BARGAIN OUTLET HLDG INC
+$50.8M
765,993
+218%
建仓
CIEN
CIENA CORP
+$49.6M
805,981
清仓
—
AMER SPORTS INC
-$49.0M
0
-100%
增持
SG
SWEETGREEN INC - CLASS A
+$47.2M
2,729,757
+66%
增持
LNTH
LANTHEUS HOLDINGS INC
+$47.0M
1,211,952
+13%
建仓
VSXY
VICTORIAS SECRET & COMPANY CMN
+$44.6M
1,735,948
增持
FIX
COMFORT SYSTEMS USA INC
+$43.5M
388,842
+9%
清仓
—
ICHOR HOLDINGS LTD
-$42.7M
0
-100%
清仓
ASPN
ASPEN AEROGELS INC
-$41.8M
0
-100%
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$40.2M
1,179,472
+35%
增持
QTWO
Q2 HOLDINGS INC
+$39.2M
1,445,376
+15%
增持
—
CLEARWATER ANALYTICS HDS-A
+$39.0M
3,260,510
+40%
增持
ATRC
ATRICURE INC
+$38.9M
2,830,600
+59%
增持
AXON
AXON ENTERPRISE INC
+$38.7M
262,347
+17%
减持
APG
API GROUP CORP
-$38.2M
143,116
-87%
增持
GVA
GRANITE CONSTRUCTION INC
+$37.5M
841,150
+79%
建仓
—
FABRINET
+$35.8M
151,504
增持
TMDX
TRANSMEDICS GROUP INC
+$35.2M
344,551
+175%
增持
VRNS
VARONIS SYSTEMS INC
+$34.6M
1,884,884
+26%
增持
RXO
RXO INC
+$34.3M
2,753,788
+68%
建仓
SDHC
SMITH DOUGLAS HOMES CORP
+$34.2M
903,951
增持
—
SHARKNINJA INC
+$34.0M
805,667
+13%
减持
FORM
FORMFACTOR INC
-$33.2M
1,626,352
-9%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$32.6M
646,662
建仓
IMVT
IMMUNOVANT INC
+$32.6M
1,143,567
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$32.4M
2,722,597
+50%
增持
—
BIOHAVEN LTD
+$32.3M
902,888
+145%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$32.2M
614,598
建仓
PSN
PARSONS CORP
+$31.9M
307,889
建仓
DFH
DREAM FINDERS HOMES INC - A
+$30.0M
828,368
增持
EXP
EAGLE MATERIALS INC
+$29.8M
305,735
+14%
清仓
—
INFINERA CORP
-$29.0M
0
-100%
建仓
ENSG
ENSIGN GROUP INC/THE
+$27.6M
191,828
清仓
DUOL
DUOLINGO
-$26.9M
0
-100%
增持
—
GENIUS SPORTS LTD
+$26.0M
4,730,748
+133%
增持
—
VERONA PHARMA PLC - ADR
+$25.9M
1,433,934
+35%
增持
RVMD
REVOLUTION MEDICINES INC
+$25.0M
1,332,812
+46%
增持
KNF
KNIFE RIVER CORP
+$24.3M
869,103
+14%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$24.3M
834,912
+103%
清仓
MXL
MAXLINEAR INC
-$24.2M
0
-100%
增持
RDNT
RADNET INC
+$22.7M
1,282,998
+14%
清仓
ITRI
ITRON INC
-$22.6M
0
-100%
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE
+$22.6M
1,502,841
+52%
增持
CUBI
CUSTOMERS BANCO
+$22.4M
1,049,616
+91%
清仓
SIMO
SILICON MOTION TECHNOL-ADR
-$21.2M
0
-100%
增持
XPO
XPO INC
+$20.8M
770,115
+32%
清仓
WULF
TERAWULF INC
-$20.5M
0
-100%
建仓
—
JFROG LTD
+$20.4M
703,395
增持
—
GLOBAL-E ONLINE LTD
+$19.8M
1,455,156
+46%
增持
INSM
INSMED INC
+$19.4M
1,472,555
+12%
增持
CLH
CLEAN HARBORS INC
+$19.3M
524,728
+10%
建仓
—
KORNIT DIGITAL LTD
+$19.3M
747,077
增持
KTOS
KRATOS DEFENSE & SECURITY
+$18.6M
3,112,972
+15%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$17.6M
3,547,783
+14%
增持
NOG
NORTHERN OIL AND GAS INC
+$17.4M
1,493,211
+56%
清仓
ARHS
ARHAUS INC
-$17.3M
0
-100%
增持
HCI
HCI GROUP INC
+$16.3M
812,668
+6%
增持
KEX
KIRBY CORP
+$16.1M
925,536
+14%
增持
FIP
FTAI INFRASTRUCTURE LLC
+$16.0M
4,439,273
+50%
增持
CECO
CECO ENVIRONMENTAL CORP
+$14.6M
1,067,690
+99%
减持
COHR
COHERENT INC
+$14.1M
1,328,538
-7%
增持
VKTX
VIKING THERAPEUTICS INC
+$13.8M
815,678
+14%
清仓
—
IRIS ENERGY LTD
-$13.6M
0
-100%
增持
OPCH
OPTION CARE HEALTH INC
+$12.9M
1,943,366
+12%
增持
DOCN
DIGITALOCEAN HOLDINGS INC
+$12.5M
1,018,042
+24%
清仓
INSP
INSPIRE MEDICAL SYSTEMS INC
-$12.5M
0
-100%
减持
INDI
INDIE SEMICONDUCTOR INC-A
-$12.4M
2,238,861
-35%
增持
CYTK
CYTOKINETICS INC
+$12.3M
990,796
+34%
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$12.3M
251,925
+13%
增持
AXSM
AXSOME THERAPEUTICS INC
+$12.0M
625,084
+14%
增持
SRRK
SCHOLAR ROCK HOLDING CORP
+$11.9M
2,349,721
+182%
清仓
AAOI
APPLIED OPTOELECTRONICS INC
-$11.4M
0
-100%
增持
FLR
FLUOR CORP
+$11.3M
1,232,671
+13%
增持
—
INTRA-CELLULAR THERAPIES INC
+$10.5M
599,991
+23%
增持
MTSI
MACOM TECHNOLOGY SOLUTIONS H
+$10.4M
799,343
+13%
清仓
WBTN
WEBTOON ENTERTAINMENT INC
-$10.4M
0
-100%
增持
TGTX
TG THERAPEUTICS INC
+$10.2M
1,630,349
+4%
增持
OSIS
OSI SYSTEMS INC
+$10.0M
352,610
+11%
清仓
—
REV GROUP INC
-$9.2M
0
-100%
增持
LOVE
LOVESAC CO/THE
+$9.1M
927,716
+20%
增持
CZR
CAESARS ENTERTAINMENT INC
+$9.1M
1,242,140
+15%
增持
—
BLUEPRINT MEDICINES CORP
+$8.0M
672,436
+34%
清仓
INTA
INTAPP INC
-$7.9M
0
-100%
建仓
KRUS
KURA SUSHI USA INC CLASS A
+$7.8M
96,490
增持
SPXC
SPX TECHNOLOGIES INC
+$7.8M
215,802
+15%
减持
CDNS
CADENCE DESIGNS SYSTEMS
-$7.8M
21,963
-51%
建仓
DAVE
DAVE INC
+$7.5M
188,825
增持
—
VIKING HOLDINGS LTD
+$7.5M
221,466
+2961%
建仓
QNST
QUINSTREET INC
+$7.2M
378,863
建仓
ACAD
ACADIA PHARMEUTICALS INC
+$7.2M
469,381
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$6.8M
1,431,940
-17%
建仓
ANF
ABERCROMBIE & FITCH CO CL A
+$6.4M
45,615
建仓
EA
ELECTRONIC ARTS INC
+$6.4M
44,356
增持
PACS
PACS GROUP INC
+$6.3M
278,027
+69%
建仓
MDB
MONGODB INC
+$6.0M
22,249
增持
MDU
MDU RESOURCES GROUP INC
+$5.9M
1,104,608
+14%
建仓
GLW
CORNING INC
+$5.9M
130,254
增持
TRNS
TRANSCAT INC
+$5.7M
242,277
+23%
减持
EVH
EVOLENT HEALTH INC - A
+$5.6M
1,292,379
-20%
增持
—
ODDITY TECH LTD-CL A
+$5.6M
717,825
+20%
清仓
HIPO
HIPPO HOLDINGS INC
-$5.5M
0
-100%
增持
FLS
FLOWSERVE CORP
+$5.5M
568,588
+14%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$5.5M
503,929
建仓
RDDT
REDDIT INC-CL A
+$5.0M
76,560
增持
SFM
SPROUTS FARMERS MARKET INC
+$5.0M
87,129
+57%
清仓
kspi us equity
KASPI KZ JSC
-$4.6M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
-$4.3M
502,104
-4%
清仓
—
GLOBANT SA
-$4.2M
0
-100%
增持
AGX
ARGAN INC
+$4.2M
92,763
+29%
减持
HAE
HAEMONETICS CORP
-$4.2M
200,580
-18%
清仓
CRL
CHARLES RIV LABORATORIES INTL
-$4.0M
0
-100%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$3.9M
409,659
+28%
建仓
XMTR
XOMETRY INC-A
+$3.9M
209,981
增持
—
LANDSEA HOMES CORP
+$3.9M
487,605
+107%
清仓
—
MONEYLION INC
-$3.8M
0
-100%
清仓
—
SKECHERS U S A INC CL A
-$3.8M
0
-100%
增持
BDRBF
BOMBARDIER INC-B
+$3.3M
126,625
+29%
建仓
EVER
EVERQUOTE INC - CLASS A
+$3.3M
156,455
增持
NBIX
NEUROCRINE BIOSCIENCES INC
-$3.3M
263,210
+8%
增持
CYH
COMMUNITY HEALTH SYSTEMS INC
+$2.9M
609,155
+159%
减持
—
SELECT MEDICAL HOLDINGS CORP
-$2.7M
347,831
-18%
清仓
CERS
CERUS CORP
-$2.6M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD
+$2.6M
140,886
+29%
减持
PAL
PROFICIENT AUTO LOGISTICS INC
-$2.4M
224,229
-36%
增持
IIIV
I3 VERTICALS INC-CLASS A
+$2.3M
1,343,321
+13%
增持
TFII
TFI INTERNATIONAL INC
+$2.3M
244,864
+14%
增持
—
COUCHBASE INC
+$2.2M
1,982,074
+22%
增持
NRG
NRG ENERGY INC
+$2.0M
64,269
+30%
增持
NHC
NATIONAL HEALTHCARE CORP
+$2.0M
35,522
+53%
清仓
—
PAYFARE INC
-$1.9M
0
-100%
增持
S
SENTINELONE INC -CLASS A
+$1.9M
249,704
+29%
增持
DNN
DENISON MINES CORP
+$1.7M
28,422,354
+13%
增持
NTRA
NATERA INC
+$1.7M
39,388
+29%
增持
TTMI
TTM TECHNOLOGIES
+$1.7M
575,047
+27%
