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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 53
减持 34
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
DAVE
DAVE INC
+$193.7M
1,068,549
-5%
建仓
QXO
QXO INC
+$178.8M
8,302,495
增持
LITE
LUMENTUM HOLDINGS INC
+$134.2M
2,206,453
+82%
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。
增持
OLLI
OLLIE'S BARGAIN OUTLET HLDG INC
+$109.1M
1,240,339
+165%
增持
MTZ
MASTEC INC
+$107.1M
1,692,656
+9%
清仓
NFE
NEW FORTRESS ENERGY INC
-$104.4M
0
-100%
增持
APLD
APPLIED DIGITAL CORP
+$100.6M
21,859,031
+3%
建仓
—
CLEARWATER ANALYTICS HDS-A
+$99.1M
4,519,134
清仓
VSH
VISHAY INTERTECHNOLOGY INC
-$82.2M
0
-100%
清仓
—
SHARKNINJA INC
-$80.0M
0
-100%
清仓
—
BLUEPRINT MEDICINES CORP
-$79.7M
0
-100%
清仓
CCOI
COGENT COMMUNICATIONS HOLDINGS INC
-$74.3M
0
-100%
建仓
—
IREN LTD
+$74.2M
5,094,572
建仓
KEX
KIRBY CORP
+$73.8M
650,595
减持
KNF
KNIFE RIVER CORP
-$60.3M
516,866
-55%
减持
WAL
WESTERN ALLIANCE BANCORP
-$59.6M
582,747
-57%
建仓
—
SIGNET JEWELERS LTD
+$56.5M
710,713
增持
KTOS
KRATOS DEFENSE & SECURITY
+$55.8M
2,755,446
+13%
增持
FIX
COMFORT SYSTEMS USA INC
+$53.6M
243,385
+2%
建仓
BB
BLACKBERRY LTD
+$52.4M
11,450,027
清仓
—
FTAI AVIATION LTD
-$51.6M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$50.5M
0
-100%
增持
—
VERONA PHARMA PLC - ADR
+$50.5M
1,562,467
+2%
清仓
—
ALPHA & OMEGA SEMICONDUCTOR
-$49.4M
0
-100%
增持
APG
API GROUP CORP
+$48.2M
1,543,815
+80%
增持
CIEN
CIENA CORP
+$47.7M
1,216,068
+43%
增持
CELH
CELSIUS HOLDINGS INC
+$47.1M
1,302,164
+250%
增持
SMTC
SEMTECH CORP
+$44.6M
2,244,631
+36%
增持
MOD
MODINE MANUFACTURING CO
+$42.2M
564,466
+223%
增持
XPO
XPO INC
+$41.9M
1,008,621
+27%
清仓
FLS
FLOWSERVE CORP
-$41.7M
0
-100%
建仓
OKLO
OKLO INC
+$40.9M
730,823
清仓
FLR
FLUOR CORP
-$40.2M
0
-100%
减持
LNTH
LANTHEUS HOLDINGS INC
-$38.9M
407,177
-45%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$38.7M
371,104
减持
TMDX
TRANSMEDICS GROUP INC
+$37.6M
679,847
-15%
建仓
KRMN
KARMAN HOLDINGS INC
+$36.8M
730,402
增持
ENSG
ENSIGN GROUP INC/THE
+$36.5M
492,016
+61%
建仓
RDW
REDWIRE CORP
+$36.2M
2,221,219
减持
CLH
CLEAN HARBORS INC
-$34.3M
131,715
-60%
减持
ACIW
ACI WORLDWIDE INC
-$34.3M
3,366,045
-2%
建仓
FRPT
FRESHPET INC
+$33.7M
495,952
建仓
NNE
NANO NUCLEAR ENERGY INC
+$31.9M
925,926
建仓
MIR
MIRION TECHNOLOGIES INC
+$31.7M
1,470,273
减持
CWH
CAMPING WORLD HOLDINGS INC-A
-$31.6M
1,501,767
-58%
清仓
VERX
VERTEX INC - CLASS A
-$31.6M
0
-100%
建仓
KRUS
KURA SUSHI USA INC CLASS A
+$31.6M
366,647
建仓
SLDE
SLIDE INSURANCE HOLDINGS INC
+$31.5M
1,456,254
增持
FCFS
FIRSTCASH HOLDINGS INC
+$31.0M
611,045
+43%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$30.7M
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$30.5M
759,869
-41%
建仓
WSBC
WESBANCO INC
+$29.9M
944,339
清仓
COHR
COHERENT INC
-$29.3M
0
-100%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$29.3M
2,858,740
-51%
清仓
PCVX
VAXCYTE INC
-$28.4M
0
-100%
减持
INSM
INSMED INC
-$28.3M
899,603
-42%
建仓
NCNO
NCINO INC
+$28.2M
1,007,625
增持
ESE
ESCO TECHNOLOGIES INC
+$28.1M
303,651
+60%
减持
SITM
SITIME CORP
+$27.7M
486,177
-2%
减持
RXO
RXO INC
-$27.3M
650,815
-67%
增持
PTCT
PTC THERAPEUTICS INC
+$26.8M
636,502
+654%
建仓
HNGE
HINGE HEALTH INC-A
+$25.7M
495,939
减持
—
SELECT MEDICAL HOLDINGS CORP
-$25.2M
1,656,822
-45%
增持
GVA
GRANITE CONSTRUCTION INC
+$24.8M
647,093
+37%
减持
HASI
HA SUSTAINABLE INFRASTRUCTURE
-$22.9M
837,189
-46%
减持
—
ODDITY TECH LTD-CL A
+$22.1M
715,915
-3%
增持
KRYS
KRYSTAL BIOTECH INC
-$21.3M
533,023
+2%
建仓
—
SEQUANS COMMUNICATIONS-ADR
+$20.7M
14,113,159
增持
UTI
UNIVERSAL TECHNICAL INSTITUT
+$20.6M
1,380,785
+35%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$20.4M
1,168,906
-6%
减持
IMVT
IMMUNOVANT INC
-$20.1M
100
-100%
减持
AXON
AXON ENTERPRISE INC
+$20.1M
73,329
-5%
增持
ALHC
ALIGNMENT HEALTHCARE INC
-$19.7M
5,517,336
+6%
减持
RVMD
REVOLUTION MEDICINES INC
-$19.3M
1,126,020
-34%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$19.2M
782,742
+125%
清仓
MDU
MDU RESOURCES GROUP INC
-$19.0M
0
-100%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$18.0M
3,311,182
+21%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$16.6M
2,067,209
+32%
增持
QTWO
Q2 HOLDINGS INC
+$14.5M
621,450
+14%
建仓
ONDS
ONDAS HOLDINGS INC
+$14.5M
7,540,974
增持
CUBI
CUSTOMERS BANCO
+$14.2M
1,523,025
+2%
建仓
HIPO
HIPPO HOLDINGS INC
+$13.7M
489,243
增持
—
KORNIT DIGITAL LTD
+$13.5M
2,182,569
+39%
减持
DNN
DENISON MINES CORP
+$13.4M
26,596,628
-1%
减持
GTLS
CHART INDUSTRIES INC
-$13.3M
249,733
-34%
清仓
CORZ
CORE SCIENTIFIC INC
-$12.7M
0
-100%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$12.4M
682,130
增持
OSIS
OSI SYSTEMS INC
+$12.3M
377,061
+1%
增持
RMBS
RAMBUS INC
+$12.3M
955,600
+1%
建仓
CALX
CALIX INC.
+$12.2M
229,832
建仓
PSN
PARSONS CORP
+$11.2M
155,394
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$11.1M
1,243,934
减持
TTMI
TTM TECHNOLOGIES
+$11.1M
831,743
-25%
建仓
U
UNITY SOFTWARE INC
+$11.0M
455,508
增持
CECO
CECO ENVIRONMENTAL CORP
+$11.0M
1,941,741
+1%
增持
RDNT
RADNET INC
+$10.9M
1,377,142
+2%
清仓
SG
SWEETGREEN INC - CLASS A
-$10.6M
0
-100%
减持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$10.3M
239,366
-7%
减持
—
JFROG LTD
+$10.2M
1,050,743
-6%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
+$10.2M
65,449
+137%
增持
FIP
FTAI INFRASTRUCTURE LLC
+$10.2M
5,987,061
+1%
减持
VRNS
VARONIS SYSTEMS INC
+$9.8M
1,916,267
-11%
减持
EXP
EAGLE MATERIALS INC
-$9.4M
300,867
-5%
增持
SYM
SYMBOTIC INC
+$9.1M
424,526
+16%
减持
HCI
HCI GROUP INC
-$8.9M
864,306
-8%
清仓
RDDT
REDDIT INC-CL A
-$8.7M
0
-100%
建仓
VRT
VERTIV HOLDINGS LLC
+$8.7M
67,652
增持
NRG
NRG ENERGY INC
+$8.6M
125,429
+4%
建仓
WSM
WILLIAMS SONOMA INC
+$8.3M
50,608
清仓
AGX
ARGAN INC
-$7.7M
0
-100%
清仓
WTTR
SELECT WATER SOLUTIONS INC
-$7.7M
0
-100%
增持
SRRK
SCHOLAR ROCK HOLDING CORP
+$7.4M
1,974,964
+2%
减持
DOCN
DIGITALOCEAN HOLDINGS INC
-$7.4M
893,797
-9%
增持
TWLO
TWILIO INC - A
+$7.0M
133,529
+36%
减持
NOG
NORTHERN OIL AND GAS INC
-$7.0M
1,222,845
-11%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$6.8M
244,738
+0%
清仓
NPB
NORTHPOINTE BANCSHARES INC
-$6.6M
0
-100%
清仓
NXE
NEXGEN ENERGY LTD
-$6.5M
0
-100%
清仓
QNST
QUINSTREET INC
-$6.5M
0
-100%
增持
CDNA
CAREDX INC
+$6.4M
1,765,981
+11%
建仓
CW
CURTISS WRIGHT CORP
+$6.2M
12,772
清仓
CLS
CELESTICA INC
-$6.0M
0
-100%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$6.0M
675,445
+2%
增持
XMTR
XOMETRY INC-A
+$5.9M
404,853
+30%
清仓
CON
CONCENTRA GROUP HOLDINGS PAR
-$5.8M
0
-100%
清仓
INR
INFINITY NATURAL RESOUR-CL A
-$5.7M
0
-100%
建仓
—
BIT DIGITAL INC
+$5.7M
2,604,011
增持
TGTX
TG THERAPEUTICS INC
-$5.0M
1,567,506
+1%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$4.9M
257,538
-24%
增持
—
GENIUS SPORTS LTD
+$4.8M
6,811,333
+3%
清仓
BDRBF
BOMBARDIER INC-B
-$4.1M
0
-100%
清仓
HUBB
HUBBELL INC
-$3.9M
0
-100%
减持
TRNS
TRANSCAT INC
+$3.8M
339,936
-0%
建仓
—
SENSEONICS HOLDINGS INC
+$3.8M
7,923,179
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$3.7M
565,500
+10%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
-$3.7M
888,470
+2%
增持
WAY
WAYSTAR HOLDING CORP
+$3.7M
1,014,754
+0%
增持
ATRC
ATRICURE INC
+$3.6M
3,061,059
+2%
增持
TNDM
TANDEM DIABETES CARE INC
+$3.5M
2,564,978
+11%
清仓
NEO
NEOGENOMICS INC
-$3.2M
0
-100%
建仓
RDVT
RED VIOLET INC
+$3.2M
65,757
增持
RSI
RUSH STREET INTERACTIVE INC
+$3.2M
700,997
+4%
清仓
AIOT
POWERFLEET INC
-$3.0M
0
-100%
减持
—
VIKING HOLDINGS LTD
+$2.9M
234,828
-3%
增持
GH
GUARDANT HEALTH INC
+$2.7M
245,701
+4%
增持
LOVE
LOVESAC CO/THE
+$2.7M
989,117
+17%
增持
CCJ
CAMECO CORP
+$2.6M
46,794
+114%
减持
TPR
TAPESTRY INC
-$2.2M
49,573
-47%
增持
CDNS
CADENCE DESIGNS SYSTEMS
+$1.8M
28,542
+4%
建仓
CIB
GRUPO CIBEST SA-ADR
+$1.8M
38,836