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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 41
减持 60
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
APLD
APPLIED DIGITAL CORP
+$262.7M
21,046,654
-4%
减持
—
VERONA PHARMA PLC - ADR
-$145.8M
18,882
-99%
减持
KTOS
KRATOS DEFENSE & SECURITY
+$118.1M
2,693,153
-2%
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。
减持
LITE
LUMENTUM HOLDINGS INC
-$112.3M
598,819
-73%
增持
ONDS
ONDAS HOLDINGS INC
+$109.8M
16,101,140
+114%
建仓
—
TOWER SEMICONDUCTOR LTD
+$109.2M
1,510,590
增持
U
UNITY SOFTWARE INC
+$100.1M
2,775,655
+509%
清仓
—
CYBERARK SOFTWARE LTD/ISRAEL
-$97.4M
0
-100%
建仓
PEGA
PEGASYTEMS INC
+$90.8M
1,578,448
减持
CIEN
CIENA CORP
+$73.5M
1,183,207
-3%
减持
—
IREN LTD
-$72.9M
28,500
-99%
增持
DAVE
DAVE INC
-$71.3M
1,080,809
+1%
建仓
HUT
HUT 8 CORP
+$69.1M
1,984,919
减持
FIX
COMFORT SYSTEMS USA INC
+$68.5M
241,191
-1%
建仓
EWBC
EAST WEST BANCORP INC
+$67.2M
630,928
建仓
BBIO
BRIDGEBIO PHARMA INC
+$64.6M
1,243,545
减持
MTZ
MASTEC INC
+$61.9M
1,646,425
-3%
增持
PSN
PARSONS CORP
+$59.6M
853,320
+449%
减持
SMTC
SEMTECH CORP
+$55.6M
2,196,663
-2%
建仓
GSAT
GLOBALSTAR
+$48.4M
1,329,111
增持
RSI
RUSH STREET INTERACTIVE INC
+$47.1M
2,808,688
+301%
减持
KEX
KIRBY CORP
-$46.7M
325,050
-50%
清仓
—
JFROG LTD
-$46.1M
0
-100%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$45.4M
807,714
+32%
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$42.9M
0
-100%
清仓
KNF
KNIFE RIVER CORP
-$42.2M
0
-100%
建仓
—
SOLENO THERAPEUTICS INC
+$41.5M
613,394
清仓
GTLS
CHART INDUSTRIES INC
-$41.1M
0
-100%
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$40.9M
1,575,623
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$38.0M
501,491
+95%
减持
SITM
SITIME CORP
+$37.7M
469,057
-4%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$37.3M
242,808
-1%
清仓
FIP
FTAI INFRASTRUCTURE LLC
-$36.9M
0
-100%
减持
INSM
INSMED INC
+$36.4M
881,403
-2%
建仓
RCAT
RED CAT HOLDINGS INC
+$36.2M
3,498,918
清仓
RDW
REDWIRE CORP
-$36.2M
0
-100%
清仓
CDNA
CAREDX INC
-$34.5M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$33.9M
606,946
+14%
清仓
LNTH
LANTHEUS HOLDINGS INC
-$33.3M
0
-100%
减持
OKLO
OKLO INC
+$33.0M
662,576
-9%
增持
MIR
MIRION TECHNOLOGIES INC
+$32.6M
2,763,284
+88%
建仓
FLS
FLOWSERVE CORP
+$32.4M
608,816
建仓
FIVE
FIVE BELOW
+$32.3M
208,782
清仓
NNE
NANO NUCLEAR ENERGY INC
-$31.9M
0
-100%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$31.9M
0
-100%
增持
PTCT
PTC THERAPEUTICS INC
+$30.0M
995,782
+56%
增持
GVA
GRANITE CONSTRUCTION INC
+$30.0M
825,625
+28%
减持
CECO
CECO ENVIRONMENTAL CORP
-$29.8M
492,374
-75%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$28.9M
0
-100%
减持
RMBS
RAMBUS INC
+$26.2M
838,440
-12%
减持
RDNT
RADNET INC
+$26.1M
1,371,294
-0%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$26.0M
5,917,429
+7%
减持
—
CLEARWATER ANALYTICS HDS-A
-$25.9M
4,064,898
-10%
清仓
HNGE
HINGE HEALTH INC-A
-$25.7M
0
-100%
减持
OLLI
OLLIES BARGAIN OUTLET HLDG INC
-$25.6M
1,073,239
-13%
增持
CWH
CAMPING WORLD HOLDINGS INC-A
+$24.2M
3,166,578
+111%
减持
DNN
DENISON MINES CORP
+$23.8M
26,243,203
-1%
增持
CUBI
CUSTOMERS BANCO
+$22.5M
1,712,102
+12%
减持
QXO
QXO INC
-$22.1M
8,222,461
-1%
建仓
VC
VISTEON CORP
+$21.3M
177,802
清仓
—
SEQUANS COMMUNICATIONS-ADR
-$20.7M
0
-100%
减持
MOD
MODINE MANUFACTURING CO
+$20.0M
532,102
-6%
建仓
SQNS
SEQUANS PREFUNDED WARRANTS
+$19.6M
2,060,388
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$18.6M
4,313,627
+30%
增持
CELH
CELSIUS HOLDINGS INC
+$18.6M
1,373,688
+5%
增持
XPO
XPO INC
+$18.4M
1,127,959
+12%
减持
—
KORNIT DIGITAL LTD
-$17.4M
1,928,795
-12%
增持
—
SIGNET JEWELERS LTD
+$17.2M
768,281
+8%
减持
TNDM
TANDEM DIABETES CARE INC
-$16.8M
2,551,644
-1%
建仓
LASR
NLIGHT INC
+$16.8M
567,733
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$16.3M
3,620,261
+191%
增持
CALX
CALIX INC.
+$15.7M
454,419
+98%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$15.5M
719,069
-5%
建仓
RDDT
REDDIT INC-CL A
+$15.4M
67,011
减持
QTWO
Q2 HOLDINGS INC
-$15.2M
593,612
-4%
建仓
WBI
WATERBRIDGE INFRASTRUC-CL A
+$15.1M
600,031
减持
TMDX
TRANSMEDICS GROUP INC
-$15.0M
678,437
-0%
建仓
ALM
ALMONTY INDUSTRIES INC
+$14.6M
2,421,657
减持
SLDE
SLIDE INSURANCE HOLDINGS INC
-$14.4M
1,084,716
-26%
增持
—
GENIUS SPORTS LTD
+$13.5M
6,811,420
+0%
减持
PAR
PAR TECHNOLOGY CORP/DEL
-$13.4M
318,431
-15%
增持
DOCN
DIGITALOCEAN HOLDINGS INC
+$13.2M
1,132,369
+27%
减持
KRMN
KARMAN HOLDINGS INC
+$12.9M
688,205
-6%
建仓
UMAC
UNUSUAL MACHINES INC /US
+$12.7M
840,301
减持
VRNS
VARONIS SYSTEMS INC
+$12.4M
1,908,011
-0%
减持
TILE
INTERFACE INC
+$12.4M
1,604,700
-1%
建仓
EA
ELECTRONIC ARTS INC
+$12.0M
59,342
增持
WAL
WESTERN ALLIANCE BANCORP
+$11.7M
659,445
+13%
建仓
CSGP
COSTAR GROUP INC
+$11.6M
138,064
减持
CRNX
CRINETICS PHARMACEUTICALS IN
+$11.2M
883,004
-1%
增持
RXO
RXO INC
+$11.1M
1,388,549
+113%
减持
KRUS
KURA SUSHI USA INC CLASS A
-$11.1M
345,010
-6%
减持
HCI
HCI GROUP INC
+$10.6M
740,610
-14%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$10.5M
235,836
-57%
增持
XMTR
XOMETRY INC-A
+$9.5M
426,267
+5%
增持
LB
LANDBRIDGE CO LLC-A
-$9.5M
670,686
+0%
清仓
—
BBB FOODS INC-CLASS A
-$9.4M
0
-100%
建仓
—
KESTRA MEDICAL TECHNOLOGIES
+$9.4M
395,238
清仓
CDNS
CADENCE DESIGNS SYSTEMS
-$8.8M
0
-100%
建仓
—
AKERO THERAPEUTICS INC
+$8.5M
178,549
减持
ENSG
ENSIGN GROUP INC/THE
+$8.3M
487,287
-1%
减持
AXON
AXON ENTERPRISE INC
-$8.1M
73,261
-0%
减持
OSIS
OSI SYSTEMS INC
+$7.7M
371,228
-2%
清仓
PRTH
PRIORITY TECHNOLOGY HOLDINGS
-$7.5M
0
-100%
减持
ATRC
ATRICURE INC
+$7.0M
3,045,587
-1%
增持
—
ODDITY TECH LTD-CL A
-$6.9M
756,418
+6%
减持
EXP
EAGLE MATERIALS INC
+$6.7M
289,785
-4%
减持
FRPT
FRESHPET INC
-$6.4M
494,955
-0%
建仓
LODE
COMSTOCK INC
+$6.3M
1,833,147
减持
SYM
SYMBOTIC INC
+$6.3M
422,210
-1%
增持
TRNS
TRANSCAT INC
+$5.7M
477,219
+40%
清仓
—
BIT DIGITAL INC
-$5.7M
0
-100%
增持
GLW
CORNING INC
+$5.6M
176,603
+5%
减持
—
SELECT MEDICAL HOLDINGS CORP
-$5.6M
1,521,648
-8%
增持
SFM
SPROUTS FARMERS MARKET INC
-$5.6M
116,226
+5%
增持
HIPO
HIPPO HOLDINGS INC
+$5.3M
524,039
+7%
增持
SRRK
SCHOLAR ROCK HOLDING CORP
+$5.1M
2,014,393
+2%
减持
AXSM
AXSOME THERAPEUTICS INC
+$5.0M
359,957
-3%
增持
NCNO
NCINO INC
+$4.7M
1,213,120
+20%
清仓
TPR
TAPESTRY INC
-$4.4M
0
-100%
减持
ESE
ESCO TECHNOLOGIES INC
+$4.0M
295,072
-3%
减持
—
FABRINET
+$3.9M
222,175
-15%
清仓
—
SENSEONICS HOLDINGS INC
-$3.8M
0
-100%
建仓
SENS
SENSEONICS HOLDINGS INC
+$3.7M
8,554,118
减持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$3.6M
772,448
-1%
增持
NOG
NORTHERN OIL AND GAS INC
-$3.5M
1,256,799
+3%
建仓
BBW
BUILD-A-BEAR WORKSHOP INC
+$3.5M
53,443
增持
GH
GUARDANT HEALTH INC
+$3.3M
256,893
+5%
减持
WAY
WAYSTAR HOLDING CORP
-$3.1M
1,012,172
-0%
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$3.0M
269,312
减持
HASI
HA SUSTAINABLE INFRASTRUCTURE
+$2.9M
825,517
-1%
减持
ACIW
ACI WORLDWIDE INC
+$2.8M
2,982,235
-11%
减持
TTMI
TTM TECHNOLOGIES
+$2.8M
637,851
-23%
清仓
CYH
COMMUNITY HEALTH SYSTEMS INC
-$2.6M
0
-100%
增持
TWLO
TWILIO INC - A
-$2.5M
140,739
+5%
减持
—
AMER SPORTS INC
-$2.4M
185,477
-19%
增持
WSM
WILLIAMS SONOMA INC
+$2.2M
53,451
+6%
减持
SOFI
SOFI TECHNOLOGIES INC
-$2.1M
389,953
-43%
增持
VRT
VERTIV HOLDINGS LLC
+$2.1M
71,192
+5%
减持
WSBC
WESBANCO INC
-$2.1M
871,211
-8%
减持
ENOV
ENOVIS CORP
-$2.0M
1,728,231
-0%
增持
AR
ANTERO RESOURCES CORP
-$1.9M
400,321
+5%
减持
RVMD
REVOLUTION MEDICINES INC
+$1.9M
928,123
-18%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
+$1.9M
68,893
+5%
减持
CLH
CLEAN HARBORS INC
-$1.7M
123,692
-6%
建仓
OPRA
OPERA LTD-ADR
+$1.7M
83,413
减持
OKTA
OKTA INC
-$1.5M
78,759
-10%
建仓
AZ
A2Z CUST2MATE SOLUTIONS CORP
+$1.5M
187,500
减持
LOVE
LOVESAC CO/THE
-$1.5M
976,038
-1%
增持
—
DUPONT DE NEMOURS INC
+$1.4M
108,767
+5%