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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 29
增持 72
减持 30
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
BE
BLOOM ENERGY CORP- A
+$135.2M
1,555,734
清仓
VRNS
VARONIS SYSTEMS INC
-$109.7M
0
-100%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$85.3M
289,467
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
GH
GUARDANT HEALTH INC
+$83.9M
978,515
+281%
建仓
KNX
KNIGHT-SWIFT TRANSPORTATION
+$83.0M
1,587,046
清仓
OKLO
OKLO INC
-$74.0M
0
-100%
清仓
PSN
PARSONS CORP
-$70.8M
0
-100%
建仓
CNM
CORE & MAIN INC-CLASS A
+$69.2M
1,330,800
建仓
BW
BABCOCK & WILCOX ENTERPR
+$67.5M
10,648,389
减持
CIEN
CIENA CORP
-$66.2M
453,779
-62%
减持
—
TOWER SEMICONDUCTOR LTD
-$63.0M
393,992
-74%
增持
APLD
APPLIED DIGITAL CORP
+$57.5M
22,037,431
+5%
建仓
LOPE
GRAND CANYON EDUCATION INC
+$51.8M
311,436
增持
FCFS
FIRSTCASH HOLDINGS INC
+$49.9M
1,116,102
+38%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$48.7M
2,316,553
建仓
NUVL
NUVALENT INC-A
+$47.8M
475,440
减持
SITM
SITIME CORP
-$46.6M
268,149
-43%
增持
ONDS
ONDAS INC
+$45.1M
17,357,213
+8%
增持
KRMN
KARMAN HOLDINGS INC
+$45.0M
1,293,435
+88%
增持
KRYS
KRYSTAL BIOTECH INC
+$44.1M
613,302
+1%
减持
—
FABRINET
-$43.6M
82,157
-63%
减持
OLLI
OLLIES BARGAIN OUTLET HLDG INC
-$38.7M
904,043
-16%
清仓
WAY
WAYSTAR HOLDING CORP
-$38.4M
0
-100%
增持
KTOS
KRATOS DEFENSE & SECURITY
-$37.7M
2,745,472
+2%
减持
WAL
WESTERN ALLIANCE BANCORP
-$36.5M
246,208
-63%
清仓
RCAT
RED CAT HOLDINGS INC
-$36.2M
0
-100%
建仓
AXTI
AXT INC
+$32.9M
2,012,228
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$32.8M
247,560
+2%
增持
RVMD
REVOLUTION MEDICINES INC
+$32.0M
945,585
+2%
增持
DAVE
DAVE INC
+$31.6M
1,115,931
+3%
增持
ALM
ALMONTY INDUSTRIES INC
+$31.5M
5,231,489
+116%
增持
BBIO
BRIDGEBIO PHARMA INC
+$31.4M
1,255,185
+1%
增持
CELH
CELSIUS HOLDINGS INC
+$31.4M
2,412,682
+76%
清仓
TNDM
TANDEM DIABETES CARE INC
-$31.0M
0
-100%
增持
—
CLEARWATER ANALYTICS HDS-A
+$30.6M
4,304,707
+6%
增持
FIX
COMFORT SYSTEMS USA INC
+$30.4M
245,857
+2%
减持
MTZ
MASTEC INC
-$27.9M
1,483,661
-10%
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$27.5M
0
-100%
建仓
SNDR
SCHNEIDER NATIONAL INC-CL B
+$27.2M
1,026,734
减持
GSAT
GLOBALSTAR
+$27.2M
1,238,132
-7%
清仓
KEX
KIRBY CORP
-$27.1M
0
-100%
清仓
—
KORNIT DIGITAL LTD
-$26.0M
0
-100%
增持
FLS
FLOWSERVE CORP
+$25.4M
832,335
+37%
清仓
CECO
CECO ENVIRONMENTAL CORP
-$25.2M
0
-100%
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC-A
+$25.1M
2,325,938
减持
EXLS
EXLSERVICE HOLDINGS INC
-$24.4M
1,574,133
-24%
建仓
ATEC
ALPHATEC HOLDINGS INC
+$24.0M
1,138,350
增持
XMTR
XOMETRY INC-A
+$23.3M
782,783
+84%
增持
AXSM
AXSOME THERAPEUTICS INC
+$23.2M
366,176
+2%
减持
RMBS
RAMBUS INC
-$22.2M
708,846
-15%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$22.1M
280,028
建仓
—
ARCELLX INC
+$21.9M
335,500
减持
HUT
HUT 8 CORP
-$21.2M
1,041,669
-48%
增持
CWH
CAMPING WORLD HOLDINGS INC-A
-$19.0M
3,185,403
+1%
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$18.7M
6,173,433
+4%
增持
FIVE
FIVE BELOW
+$17.9M
266,389
+28%
建仓
RKLB
ROCKET LAB CORP
+$16.9M
242,124
减持
SQNS
SEQUANS PREFUNDED WARRANTS
-$16.3M
731,540
-64%
增持
DOCN
DIGITALOCEAN HOLDINGS INC
+$16.1M
1,138,128
+1%
增持
BFLY
BUTTERFLY NETWORK INC
+$16.0M
6,954,486
+29%
减持
INSM
INSMED INC
-$16.0M
637,577
-28%
增持
—
ODDITY TECH LTD-CL A
-$15.6M
783,730
+4%
减持
VC
VISTEON CORP
-$15.6M
60,161
-66%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$15.2M
389,297
-22%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$15.2M
922,577
+28%
增持
ATRC
ATRICURE INC
+$15.1M
3,096,611
+2%
增持
PTCT
PTC THERAPEUTICS INC
+$15.1M
1,003,075
+1%
建仓
TER
TERADYNE INC
+$14.7M
75,898
减持
QTWO
Q2 HOLDINGS INC
-$14.6M
393,041
-34%
清仓
GLW
CORNING INC
-$14.5M
0
-100%
减持
LITE
LUMENTUM HOLDINGS INC
+$14.3M
303,126
-49%
增持
CUBI
CUSTOMERS BANCO
+$14.3M
1,725,701
+1%
增持
SRRK
SCHOLAR ROCK HOLDING CORP
+$14.3M
2,026,758
+1%
增持
LASR
NLIGHT INC
+$13.4M
804,457
+42%
建仓
VSEC
VSE CORP
+$13.1M
75,554
增持
—
SOLENO THERAPEUTICS INC
-$12.9M
618,005
+1%
清仓
SFM
SPROUTS FARMERS MARKET INC
-$12.6M
0
-100%
增持
ACIW
ACI WORLDWIDE INC
-$12.2M
3,036,491
+2%
增持
U
UNITY SOFTWARE INC
+$12.2M
2,792,007
+1%
建仓
UAMY
UNITED STATES ANTIMONY CORP
+$12.1M
2,405,272
清仓
EA
ELECTRONIC ARTS INC
-$12.0M
0
-100%
增持
BB
BLACKBERRY LTD
-$11.7M
11,084,465
+1%
清仓
CSGP
COSTAR GROUP INC
-$11.6M
0
-100%
建仓
RL
RALPH LAUREN
+$11.2M
31,594
增持
RSI
RUSH STREET INTERACTIVE INC
+$11.1M
3,531,704
+26%
清仓
VRT
VERTIV HOLDINGS LLC
-$10.7M
0
-100%
建仓
XZO
EXZEO GROUP INC
+$10.7M
442,568
增持
APG
API GROUP CORP
+$10.5M
2,315,987
+2%
增持
KRUS
KURA SUSHI USA INC CLASS A
+$10.4M
589,511
+71%
增持
XPO
XPO INC
+$10.3M
1,148,950
+2%
增持
AXON
AXON ENTERPRISE INC
-$10.1M
74,733
+2%
建仓
MKSI
MKS INC
+$9.4M
58,878
增持
TGTX
TG THERAPEUTICS INC
-$9.0M
1,581,234
+2%
建仓
CYTK
CYTOKINETICS INC
+$8.7M
137,597
建仓
COHR
COHERENT INC
+$8.5M
46,186
清仓
—
AKERO THERAPEUTICS INC
-$8.5M
0
-100%
增持
TMDX
TRANSMEDICS GROUP INC
+$7.9M
690,357
+2%
增持
SMTC
SEMTECH CORP
+$7.8M
2,236,224
+2%
建仓
—
CARILOHA INC - PROMISSORY NOTE
+$7.7M
7,715,762
增持
—
GENIUS SPORTS LTD
-$7.7M
6,954,535
+2%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$7.6M
924,935
+20%
减持
TTMI
TTM TECHNOLOGIES
+$7.0M
633,940
-1%
减持
MOD
MODINE MANUFACTURING CO
-$6.7M
516,520
-3%
建仓
LUNR
INTUITIVE MACHINES INC
+$6.5M
402,922
增持
PAR
PAR TECHNOLOGY CORP/DEL
+$6.5M
526,726
+65%
增持
EXP
EAGLE MATERIALS INC
-$6.4M
295,645
+2%
建仓
AMPX
AMPRIUS TECHNOLOGIES INC
+$6.4M
809,744
增持
ENOV
ENOVIS CORP
-$6.1M
1,738,185
+1%
减持
—
VIKING HOLDINGS LTD
-$6.1M
96,056
-54%
增持
GVA
GRANITE CONSTRUCTION INC
+$6.0M
836,528
+1%
减持
TWLO
TWILIO INC - A
+$5.7M
139,174
-1%
增持
—
KESTRA MEDICAL TECHNOLOGIES
+$5.5M
560,457
+42%
减持
LB
LANDBRIDGE CO LLC-A
-$5.4M
621,071
-7%
减持
kspi us equity
KASPI KZ JSC
-$5.3M
24,258
-73%
增持
UTI
UNIVERSAL TECHNICAL INSTITUT
-$5.2M
1,618,453
+11%
建仓
DKNG
DRAFTKINGS INC - CL A
+$5.1M
149,220
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$5.0M
897,403
+2%
增持
RDNT
RADNET INC
-$4.9M
1,395,891
+2%
建仓
Q
QNITY ELECTRONICS INC
+$4.4M
53,603
增持
EWBC
EAST WEST BANCORP INC
+$4.3M
635,682
+1%
增持
SYM
SYMBOTIC INC
+$4.3M
453,992
+8%
增持
OSIS
OSI SYSTEMS INC
+$4.2M
379,374
+2%
减持
—
DUPONT DE NEMOURS INC
-$4.2M
107,214
-1%
增持
PEGA
PEGASYTEMS INC
+$4.1M
1,588,403
+1%
增持
TRNS
TRANSCAT INC
-$4.0M
545,816
+14%
增持
NOG
NORTHERN OIL AND GAS INC
-$3.9M
1,270,371
+1%
增持
RXO
RXO INC
+$3.8M
1,993,491
+44%
减持
SLDE
SLIDE INSURANCE HOLDINGS INC
+$3.8M
1,071,513
-1%
增持
ESE
ESCO TECHNOLOGIES INC
-$3.6M
300,195
+2%
减持
AAOI
APPLIED OPTOELECTRONICS INC
+$3.6M
1,275,621
-19%
增持
FRPT
FRESHPET INC
+$3.4M
504,276
+2%
减持
HIPO
HIPPO HOLDINGS INC
-$3.4M
518,376
-1%
增持
—
SIGNET JEWELERS LTD
-$3.2M
850,311
+11%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$3.0M
0
-100%
增持
WBI
WATERBRIDGE INFRASTRUC-CL A
-$3.0M
608,391
+1%
增持
NRG
NRG ENERGY INC
+$2.7M
150,321
+15%
减持
SOFI
SOFI TECHNOLOGIES INC
-$2.7M
291,690
-25%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
-$2.5M
585,346
+0%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
-$2.3M
4,393,585
+2%
增持
—
ESTABLISHMENT LABS HOLDINGS
+$2.1M
58,309
+10%
减持
UMAC
UNUSUAL MACHINES INC /US
-$2.1M
834,250
-1%
清仓
—
VERONA PHARMA PLC - ADR
-$2.0M
0
-100%
增持
LOVE
LOVESAC CO/THE
-$2.0M
987,744
+1%
增持
WSBC
WESBANCO INC
+$1.9M
894,431
+3%
清仓
OPRA
OPERA LTD-ADR
-$1.7M
0
-100%
建仓
PXED
PHOENIX EDUCATION PARTNERS I
+$1.7M
56,223
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$1.6M
237,043
+1%
增持
ENSG
ENSIGN GROUP INC/THE
+$1.5M
492,003
+1%
增持
NCNO
NCINO INC
-$1.4M
1,226,726
+1%
减持
SENS
SENSEONICS HOLDINGS INC
-$1.4M
421,032
-95%
