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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 32
增持 62
减持 35
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
NFE
NEW FORTRESS ENERGY INC
+$155.0M
10,252,861
增持
DAVE
DAVE INC
+$85.4M
1,068,756
+466%
减持
KEX
KIRBY CORP
-$78.7M
327,296
-65%
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
FORM
FORMFACTOR INC
-$74.8M
0
-100%
建仓
DIOD
DIODES INC
+$72.0M
1,168,097
清仓
GVA
GRANITE CONSTRUCTION INC
-$66.7M
0
-100%
减持
LNTH
LANTHEUS HOLDINGS INC
-$65.1M
758,697
-37%
减持
SRRK
SCHOLAR ROCK HOLDING CORP
+$63.2M
1,898,641
-19%
建仓
CWH
CAMPING WORLD HOLDINGS INC-A
+$62.1M
2,947,935
清仓
OPCH
OPTION CARE HEALTH INC
-$60.8M
0
-100%
增持
SMTC
SEMTECH CORP
+$58.6M
3,450,042
+2%
清仓
TMDX
TRANSMEDICS GROUP INC
-$54.1M
0
-100%
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$53.9M
3,179,455
减持
FIX
COMFORT SYSTEMS USA INC
-$53.4M
232,053
-40%
建仓
BB
BLACKBERRY LTD
+$53.3M
14,091,726
清仓
CZR
CAESARS ENTERTAINMENT INC
-$51.8M
0
-100%
减持
MTSI
MACOM TECHNOLOGY SOLUTIONS H
-$50.7M
294,449
-63%
减持
VKTX
VIKING THERAPEUTICS INC
-$49.9M
43,530
-95%
减持
AXON
AXON ENTERPRISE INC
+$48.4M
257,772
-2%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC-A
+$48.3M
4,599,072
减持
CLH
CLEAN HARBORS INC
-$48.2M
341,701
-35%
建仓
TNDM
TANDEM DIABETES CARE INC
+$46.0M
1,278,047
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$44.1M
779,300
增持
—
FTAI AVIATION LTD
+$43.5M
2,069,824
+8%
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$42.3M
735,608
建仓
—
ALPHA & OMEGA SEMICONDUCTOR
+$42.2M
1,138,597
建仓
LB
LANDBRIDGE CO LLC-A
+$41.4M
641,345
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$39.4M
127,839
减持
—
CLEARWATER ANALYTICS HDS-A
-$38.5M
1,591,959
-51%
增持
FLR
FLUOR CORP
+$37.5M
1,952,254
+58%
清仓
EVH
EVOLENT HEALTH INC - A
-$36.5M
0
-100%
清仓
SPXC
SPX TECHNOLOGIES INC
-$34.4M
0
-100%
增持
SITM
SITIME CORP
+$33.5M
421,960
+27%
减持
TFII
TFI INTERNATIONAL INC
-$33.1M
3,208
-99%
建仓
PCVX
VAXCYTE INC
+$32.9M
401,442
建仓
LITE
LUMENTUM HOLDINGS INC
+$32.8M
390,832
清仓
PSN
PARSONS CORP
-$31.9M
0
-100%
建仓
PAR
PAR TECHNOLOGY CORP/DEL
+$30.4M
418,220
清仓
DFH
DREAM FINDERS HOMES INC - A
-$30.0M
0
-100%
减持
SDHC
SMITH DOUGLAS HOMES CORP
-$30.0M
162,622
-82%
清仓
TRNS
TRANSCAT INC
-$29.3M
0
-100%
建仓
ENOV
ENOVIS CORP
+$29.0M
661,430
建仓
TILE
INTERFACE INC
+$28.9M
1,186,750
增持
—
VERONA PHARMA PLC - ADR
+$27.7M
1,485,256
+4%
清仓
ROAD
CONSTRUCTION PARTNERS INC-A
-$27.4M
0
-100%
减持
VSXY
VICTORIAS SECRET & COMPANY CMN
+$26.8M
1,724,125
-1%
增持
MTZ
MASTEC INC
+$26.3M
1,531,104
+3%
增持
CUBI
CUSTOMERS BANCO
+$22.9M
1,470,951
+40%
增持
HCI
HCI GROUP INC
+$22.5M
940,000
+16%
增持
CECO
CECO ENVIRONMENTAL CORP
+$22.5M
1,740,740
+63%
增持
XPO
XPO INC
+$21.9M
798,543
+4%
减持
QTWO
Q2 HOLDINGS INC
-$21.5M
931,939
-36%
增持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
+$21.2M
1,436,855
+22%
增持
—
SELECT MEDICAL HOLDINGS CORP
+$21.0M
1,755,733
+405%
减持
RXO
RXO INC
-$20.6M
2,371,681
-14%
减持
COHR
COHERENT INC
-$19.0M
1,046,785
-21%
建仓
—
ONESTREAM INC
+$18.4M
646,112
清仓
UCTT
ULTRA CLEAN HOLDINGS INC
-$18.3M
0
-100%
建仓
ECG
EVERUS CONSTRUCTION GROUP
+$18.2M
277,015
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$18.1M
355,058
+35%
减持
SG
SWEETGREEN INC - CLASS A
-$15.9M
2,521,396
-8%
减持
—
BIOHAVEN LTD
-$15.8M
783,672
-13%
增持
—
JFROG LTD
+$15.3M
1,213,862
+73%
增持
—
KORNIT DIGITAL LTD
+$14.7M
1,099,725
+47%
增持
—
BLUEPRINT MEDICINES CORP
+$14.5M
879,932
+31%
增持
—
SHARKNINJA INC
+$14.5M
1,048,390
+30%
增持
—
FABRINET
+$14.5M
228,742
+51%
增持
KNF
KNIFE RIVER CORP
+$14.5M
906,534
+4%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$13.8M
4,952,995
+40%
增持
RVMD
REVOLUTION MEDICINES INC
+$13.0M
1,678,434
+26%
增持
ENSG
ENSIGN GROUP INC/THE
+$12.8M
304,309
+59%
增持
VRNS
VARONIS SYSTEMS INC
-$12.4M
2,116,882
+12%
增持
OLLI
OLLIES BARGAIN OUTLET HLDG INC
+$12.0M
787,934
+3%
减持
QXO
QXO INC
-$11.8M
3,129,149
-20%
减持
IIIV
I3 VERTICALS INC-CLASS A
-$11.5M
743,705
-45%
增持
EXP
EAGLE MATERIALS INC
-$11.1M
311,335
+2%
清仓
PACS
PACS GROUP INC
-$11.1M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
-$11.1M
512,726
+2%
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$10.8M
252,975
+0%
增持
—
COUCHBASE INC
+$10.7M
2,738,468
+38%
增持
KRUS
KURA SUSHI USA INC CLASS A
+$10.5M
201,806
+109%
增持
MDU
MDU RESOURCES GROUP INC
-$10.3M
1,108,137
+0%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$10.3M
1,381,290
+3%
增持
ATRC
ATRICURE INC
+$10.0M
2,923,731
+3%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$9.9M
8,991,573
+10%
减持
KTOS
KRATOS DEFENSE & SECURITY
-$9.9M
2,373,151
-24%
清仓
ROOT
ROOT INC/OH
-$9.3M
0
-100%
清仓
INDI
INDIE SEMICONDUCTOR INC-A
-$8.9M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD
+$8.8M
171,765
+22%
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE
-$8.8M
1,603,857
+7%
增持
ACIW
ACI WORLDWIDE INC
+$8.5M
3,374,507
+3%
建仓
HUBB
HUBBELL INC
+$8.3M
19,863
减持
DOCN
DIGITALOCEAN HOLDINGS INC
-$8.3M
963,049
-5%
增持
RDDT
REDDIT INC-CL A
+$8.1M
80,678
+5%
清仓
—
SCORPIO TANKERS INC
-$7.9M
0
-100%
建仓
TWLO
TWILIO INC - A
+$7.5M
69,564
增持
XMTR
XOMETRY INC-A
+$7.5M
266,444
+27%
增持
—
INTRA-CELLULAR THERAPIES INC
+$7.5M
615,161
+3%
建仓
WTTR
SELECT WATER SOLUTIONS INC
+$7.3M
549,376
建仓
—
SPORTRADAR GROUP AG-A
+$7.2M
418,060
清仓
ACAD
ACADIA PHARMEUTICALS INC
-$7.2M
0
-100%
建仓
—
CARILOHA INC - PROMISSORY NOTE
+$6.7M
6,660,819
减持
—
GLOBAL-E ONLINE LTD
-$6.6M
905,174
-38%
增持
—
GENIUS SPORTS LTD
+$6.4M
5,026,233
+6%
清仓
EA
ELECTRONIC ARTS INC
-$6.4M
0
-100%
减持
CYTK
CYTOKINETICS INC
-$5.8M
989,248
-0%
建仓
SYM
SYMBOTIC INC
+$5.7M
240,571
减持
TGTX
TG THERAPEUTICS INC
+$5.7M
1,455,323
-11%
建仓
CON
CONCENTRA GROUP HOLDINGS PAR
+$5.2M
265,357
建仓
TPR
TAPESTRY INC
+$5.2M
79,500
减持
AGX
ARGAN INC
-$5.2M
30,902
-67%
建仓
—
AMER SPORTS INC
+$5.1M
183,225
建仓
EXE
EXPAND ENERGY CORP
+$5.1M
50,964
增持
LTH
LIFE TIME GROUP HOLDINGS INC
-$4.8M
2,787,210
+2%
增持
TTMI
TTM TECHNOLOGIES
+$4.7M
615,278
+7%
清仓
APG
API GROUP CORP
-$4.7M
0
-100%
增持
IMVT
IMMUNOVANT INC
-$4.2M
1,145,618
+0%
减持
—
LANDSEA HOMES CORP
-$4.2M
218,422
-55%
增持
AR
ANTERO RESOURCES CORP
+$4.2M
314,601
+31%
减持
DNN
DENISON MINES CORP
-$4.1M
26,621,140
-6%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$3.9M
453,907
+11%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$3.8M
643,691
+5%
建仓
AEYE
AUDIOEYE INC
+$3.7M
245,800
建仓
AIOT
POWERFLEET INC
+$3.4M
514,960
增持
FLS
FLOWSERVE CORP
+$3.4M
569,667
+0%
增持
RDNT
RADNET INC
+$3.4M
1,322,879
+3%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$3.3M
1,236,146
-14%
清仓
EVER
EVERQUOTE INC - CLASS A
-$3.3M
0
-100%
增持
LOVE
LOVESAC CO/THE
-$3.2M
986,947
+6%
清仓
PAL
PROFICIENT AUTO LOGISTICS INC
-$3.2M
0
-100%
增持
—
VIKING HOLDINGS LTD
+$2.9M
241,124
+9%
增持
APLD
APPLIED DIGITAL CORP
+$2.8M
15,147,422
+11%
减持
NOG
NORTHERN OIL AND GAS INC
-$2.6M
1,352,583
-9%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$2.6M
649,590
+0%
减持
—
DUPONT DE NEMOURS INC
-$2.5M
84,565
-16%
减持
CIEN
CIENA CORP
-$2.5M
556,249
-31%
增持
RSI
RUSH STREET INTERACTIVE INC
+$2.4M
575,156
+14%
减持
ENTG
ENTEGRIS INC
-$2.2M
37,648
-29%
增持
NRG
NRG ENERGY INC
+$2.2M
89,303
+39%
增持
INSM
INSMED INC
-$2.2M
1,525,628
+4%
增持
SFM
SPROUTS FARMERS MARKET INC
+$2.2M
92,682
+6%
减持
MDB
MONGODB INC
-$2.1M
16,784
-25%
建仓
CAN
CANAAN INC
+$2.0M
962,234
减持
ANF
ABERCROMBIE & FITCH CO CL A
-$1.9M
30,158
-34%
增持
GH
GUARDANT HEALTH INC
+$1.8M
200,957
+6%
增持
CYH
COMMUNITY HEALTH SYSTEMS INC
-$1.8M
640,935
+5%
增持
—
ODDITY TECH LTD-CL A
+$1.7M
729,536
+2%
增持
AXSM
AXSOME THERAPEUTICS INC
-$1.6M
644,785
+3%
增持
NTRA
NATERA INC
+$1.6M
41,648
+6%
减持
BDRBF
BOMBARDIER INC-B
-$1.4M
121,027
-4%