小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 71
减持 21
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
—
FTAI AVIATION LTD
-$246.6M
464,294
-78%
减持
SMTC
SEMTECH CORP
-$156.6M
1,650,102
-52%
减持
AXON
AXON ENTERPRISE INC
-$112.6M
77,258
-70%
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
DIOD
DIODES INC
-$72.0M
0
-100%
清仓
VSXY
VICTORIAS SECRET & COMPANY CMN
-$71.4M
0
-100%
减持
SG
SWEETGREEN INC - CLASS A
-$70.2M
423,707
-83%
减持
COHR
COHERENT INC
-$69.8M
451,939
-57%
减持
FLR
FLUOR CORP
-$56.1M
1,122,875
-42%
清仓
AXSM
AXSOME THERAPEUTICS INC
-$54.6M
0
-100%
建仓
GTLS
CHART INDUSTRIES INC
+$54.4M
376,995
建仓
TMDX
TRANSMEDICS GROUP INC
+$53.5M
795,771
清仓
BB
BLACKBERRY LTD
-$53.3M
0
-100%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$51.6M
428,594
清仓
—
INTRA-CELLULAR THERAPIES INC
-$51.4M
0
-100%
增持
NFE
NEW FORTRESS ENERGY INC
-$50.6M
12,564,654
+23%
减持
QTWO
Q2 HOLDINGS INC
-$50.1M
545,780
-41%
清仓
QXO
QXO INC
-$49.8M
0
-100%
清仓
—
GLOBAL-E ONLINE LTD
-$49.4M
0
-100%
建仓
RMBS
RAMBUS INC
+$48.9M
944,894
清仓
—
CLEARWATER ANALYTICS HDS-A
-$43.8M
0
-100%
增持
LITE
LUMENTUM HOLDINGS INC
+$42.7M
1,211,902
+210%
清仓
—
COUCHBASE INC
-$42.7M
0
-100%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$41.4M
243,994
+91%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$41.2M
5,205,912
+5%
清仓
MTSI
MACOM TECHNOLOGY SOLUTIONS H
-$38.3M
0
-100%
建仓
WAY
WAYSTAR HOLDING CORP
+$37.8M
1,011,502
减持
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
-$36.4M
1,211,918
-16%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$35.8M
9,216,040
+2%
建仓
GVA
GRANITE CONSTRUCTION INC
+$35.7M
473,856
清仓
KEX
KIRBY CORP
-$34.6M
0
-100%
减持
OLLI
OLLIE'S BARGAIN OUTLET HLDG INC
-$32.1M
467,326
-41%
建仓
VERX
VERTEX INC - CLASS A
+$31.6M
901,873
增持
HCI
HCI GROUP INC
+$30.9M
941,323
+0%
建仓
APG
API GROUP CORP
+$30.6M
855,771
建仓
ESE
ESCO TECHNOLOGIES INC
+$30.2M
189,711
清仓
—
BIOHAVEN LTD
-$29.3M
0
-100%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$28.4M
5,172,692
+63%
增持
—
VERONA PHARMA PLC - ADR
+$28.3M
1,532,348
+3%
建仓
CDNA
CAREDX INC
+$28.1M
1,583,956
增持
—
FABRINET
+$27.1M
391,837
+71%
增持
MTZ
MASTEC INC
-$27.0M
1,554,387
+2%
减持
ASO
ACADEMY SPORTS & OUTDOORS IN
-$26.5M
347,848
-53%
建仓
UTI
UNIVERSAL TECHNICAL INSTITUT
+$26.2M
1,021,592
增持
ENOV
ENOVIS CORP
+$26.1M
1,442,583
+118%
建仓
TRNS
TRANSCAT INC
+$25.4M
341,148
增持
RDNT
RADNET INC
-$25.0M
1,356,115
+3%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$23.6M
1,291,320
+66%
增持
—
GENIUS SPORTS LTD
+$22.5M
6,595,949
+31%
减持
—
SHARKNINJA INC
-$22.1M
958,664
-9%
增持
FIX
COMFORT SYSTEMS USA INC
-$21.5M
238,480
+3%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
+$20.8M
2,729,858
-2%
增持
SRRK
SCHOLAR ROCK HOLDING CORP
-$19.6M
1,944,158
+2%
减持
XPO
XPO INC
-$19.2M
794,788
-0%
减持
RXO
RXO INC
-$19.0M
1,966,334
-17%
清仓
MRVL
MARVELL TECHNOLOGY GROUP LTD
-$19.0M
0
-100%
清仓
—
ONESTREAM INC
-$18.4M
0
-100%
清仓
KRUS
KURA SUSHI USA INC CLASS A
-$18.3M
0
-100%
清仓
ECG
EVERUS CONSTRUCTION GROUP
-$18.2M
0
-100%
增持
OSIS
OSI SYSTEMS INC
+$18.0M
373,158
+15%
增持
TGTX
TG THERAPEUTICS INC
+$17.6M
1,556,488
+7%
增持
—
SELECT MEDICAL HOLDINGS CORP
+$17.3M
3,017,029
+72%
清仓
IIIV
I3 VERTICALS INC-CLASS A
-$17.1M
0
-100%
清仓
HAE
HAEMONETICS CORP
-$16.7M
0
-100%
增持
FIP
FTAI INFRASTRUCTURE LLC
-$16.0M
5,911,277
+0%
增持
SITM
SITIME CORP
-$14.6M
496,594
+18%
增持
KRYS
KRYSTAL BIOTECH INC
+$14.3M
524,644
+2%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
-$14.3M
872,635
+2%
减持
CLH
CLEAN HARBORS INC
-$13.9M
328,673
-4%
增持
ACIW
ACI WORLDWIDE INC
+$13.7M
3,452,073
+2%
增持
INSM
INSMED INC
+$13.6M
1,558,286
+2%
建仓
MOD
MODINE MANUFACTURING CO
+$13.4M
174,892
建仓
CELH
CELSIUS HOLDINGS INC
+$13.3M
372,567
增持
DNN
DENISON MINES CORP
-$12.9M
26,898,811
+1%
建仓
CORZ
CORE SCIENTIFIC INC
+$12.7M
1,760,170
增持
RVMD
REVOLUTION MEDICINES INC
-$12.7M
1,717,048
+2%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$12.6M
1,564,969
+13%
建仓
BFLY
BUTTERFLY NETWORK INC
+$11.3M
4,950,868
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$11.2M
337,164
-5%
增持
KNF
KNIFE RIVER CORP
+$10.4M
1,136,223
+25%
增持
GTM
ZOOMINFO TECHNOLOGIES INC-A
+$9.8M
5,818,235
+27%
增持
KTOS
KRATOS DEFENSE & SECURITY
+$9.6M
2,431,306
+2%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$9.3M
662,983
+2%
增持
FLS
FLOWSERVE CORP
+$8.9M
853,580
+50%
建仓
OKTA
OKTA INC
+$8.9M
84,233
增持
CECO
CECO ENVIRONMENTAL CORP
-$8.7M
1,927,668
+11%
增持
NOG
NORTHERN OIL AND GAS INC
-$8.6M
1,377,980
+2%
增持
IMVT
IMMUNOVANT INC
-$8.3M
1,175,863
+3%
减持
LOVE
LOVESAC CO/THE
-$8.0M
842,206
-15%
增持
—
BBB FOODS INC-CLASS A
+$8.0M
314,711
+2289%
增持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$8.0M
1,239,096
+0%
增持
TTMI
TTM TECHNOLOGIES
+$7.6M
1,113,394
+81%
增持
ATRC
ATRICURE INC
+$7.4M
2,999,207
+3%
建仓
PRTH
PRIORITY TECHNOLOGY HOLDINGS
+$7.3M
1,076,166
清仓
—
SPORTRADAR GROUP AG-A
-$7.2M
0
-100%
增持
—
ALPHA & OMEGA SEMICONDUCTOR
+$7.2M
1,986,142
+74%
建仓
kspi us equity
KASPI KZ JSC
+$7.0M
75,024
清仓
—
CARILOHA INC - PROMISSORY NOTE
-$6.7M
0
-100%
清仓
NTRA
NATERA INC
-$6.6M
0
-100%
建仓
NPB
NORTHPOINTE BANCSHARES INC
+$6.6M
455,646
增持
VRNS
VARONIS SYSTEMS INC
-$6.6M
2,162,555
+2%
增持
EXP
EAGLE MATERIALS INC
-$6.6M
316,578
+2%
建仓
CLS
CELESTICA INC
+$6.0M
76,200
清仓
S
SENTINELONE INC -CLASS A
-$5.9M
0
-100%
建仓
INR
INFINITY NATURAL RESOUR-CL A
+$5.7M
305,425
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
+$5.7M
27,605
增持
SFM
SPROUTS FARMERS MARKET INC
+$4.8M
108,649
+17%
增持
CWH
CAMPING WORLD HOLDINGS INC-A
-$4.7M
3,554,133
+21%
增持
PAR
PAR TECHNOLOGY CORP/DEL
-$4.6M
420,138
+0%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$4.6M
513,075
+13%
清仓
ANF
ABERCROMBIE & FITCH CO CL A
-$4.5M
0
-100%
增持
PCVX
VAXCYTE INC
-$4.5M
751,614
+87%
减持
HUBB
HUBBELL INC
-$4.5M
11,688
-41%
增持
RDDT
REDDIT INC-CL A
-$4.4M
83,388
+3%
减持
LNTH
LANTHEUS HOLDINGS INC
+$4.4M
740,153
-2%
建仓
PTCT
PTC THERAPEUTICS INC
+$4.3M
84,372
减持
BDRBF
BOMBARDIER INC-B
-$4.2M
71,999
-41%
清仓
SDHC
SMITH DOUGLAS HOMES CORP
-$4.2M
0
-100%
增持
—
KORNIT DIGITAL LTD
-$4.1M
1,569,499
+43%
增持
CIEN
CIENA CORP
+$4.0M
847,682
+52%
增持
CYTK
CYTOKINETICS INC
+$4.0M
1,256,580
+27%
增持
GH
GUARDANT HEALTH INC
+$3.9M
236,064
+17%
清仓
MDB
MONGODB INC
-$3.9M
0
-100%
增持
AR
ANTERO RESOURCES CORP
+$3.9M
368,994
+17%
增持
APLD
APPLIED DIGITAL CORP
+$3.8M
21,266,717
+40%
清仓
AEYE
AUDIOEYE INC
-$3.7M
0
-100%
清仓
ENTG
ENTEGRIS INC
-$3.7M
0
-100%
增持
CUBI
CUSTOMERS BANCO
+$3.7M
1,499,609
+2%
增持
XMTR
XOMETRY INC-A
-$3.6M
312,112
+17%
增持
NRG
NRG ENERGY INC
+$3.5M
120,638
+35%
增持
AGX
ARGAN INC
+$3.5M
58,622
+90%
增持
TILE
INTERFACE INC
+$3.4M
1,629,742
+37%
清仓
MKSI
MKS INSTRUMENTS INC
-$3.4M
0
-100%
建仓
NEO
NEOGENOMICS INC
+$3.2M
341,936
增持
—
BLUEPRINT MEDICINES CORP
+$2.9M
900,205
+2%
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$2.8M
257,601
+2%
减持
HASI
HA SUSTAINABLE INFRASTRUCTURE
+$2.3M
1,551,567
-3%
增持
—
AMER SPORTS INC
+$2.3M
277,786
+52%
增持
TWLO
TWILIO INC - A
+$2.1M
98,061
+41%
清仓
CAN
CANAAN INC
-$2.0M
0
-100%
清仓
—
LANDSEA HOMES CORP
-$1.9M
0
-100%
增持
TNDM
TANDEM DIABETES CARE INC
-$1.7M
2,312,044
+81%
增持
SYM
SYMBOTIC INC
+$1.7M
365,521
+52%
增持
EXE
EXPAND ENERGY CORP
+$1.6M
59,561
+17%
增持
NXE
NEXGEN ENERGY LTD
-$1.4M
1,447,652
+21%
增持
TPR
TAPESTRY INC
+$1.4M
93,427
+18%
增持
—
ODDITY TECH LTD-CL A
+$1.2M
737,499
+1%
增持
QNST
QUINSTREET INC
-$1.2M
362,312
+8%
建仓
QFIN
QIFU TECHNOLOGY INC
+$1.2M
26,300
建仓
—
BANCOLOMBIA S.A.-SPONS ADR
+$1.1M
28,400
建仓
LX
LEXINFINTECH HOLDINGS L-ADR
+$1.1M
111,000
