Hood River Capital Management LLC
PALM BEACH GARDENS FL · SEC CIK 0001578177
$137.92亿2026Q2 申报市值
166持仓数
30.4%前十大占比 · 第一大 6.1%
32 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LIVN 加仓+$1.59亿
BAND 新建仓+$1.45亿
DOCN 加仓+$1.12亿
CLH 加仓+$1.12亿
DKNG 加仓+$9,576.99万
2026Q2 卖出最多 按季末市值估算
FIX 清仓-$3.44亿
RVMD 重新持有-$1.45亿
HCI 清仓-$9,644.59万
BE 减仓-$6,973.75万
RMBS 清仓-$6,258.63万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | $3,792.86万 | 0.28% | 259,678 | 86,207 | 49.7% | $1,259.14万 | 加仓 |
| BOOT | BOOT BARN HOLDINGS INC | $3,915.16万 | 0.28% | 238,337 | 238,337 | — | $3,915.16万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $3,997.74万 | 0.29% | 469,273 | 331,676 | 241.0% | $2,825.55万 | 重新持有 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $4,201.33万 | 0.30% | 891,434 | -15,753 | -1.7% | -$74.24万 | 减仓 |
| WULF | TERAWULF INC | $4,224.84万 | 0.31% | 1,710,463 | 1,710,463 | — | $4,224.84万 | 新建仓 |
| XE | XENERGY INC | $4,287.86万 | 0.31% | 2,335,437 | 2,335,437 | — | $4,287.86万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $4,288.66万 | 0.31% | 421,905 | 138,703 | 49.0% | $1,409.92万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $4,319.95万 | 0.31% | 172,812 | 56,579 | 48.7% | $1,414.36万 | 加仓 |
| SN | SHARKNINJA INC | $4,396.58万 | 0.32% | 288,736 | 94,408 | 48.6% | $1,437.55万 | 加仓 |
| KNF | KNIFE RIVER CORP | $4,475.89万 | 0.32% | 535,074 | 24,452 | 4.8% | $204.54万 | 加仓 |
| LB | LANDBRIDGE CO LLC-A | $4,695.91万 | 0.34% | 592,619 | -28,456 | -4.6% | -$225.49万 | 减仓 |
| ENOV | ENOVIS CORP | $4,759.60万 | 0.35% | 2,299,326 | 542,657 | 30.9% | $1,123.30万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $4,835.23万 | 0.35% | 1,963,942 | 975,432 | 98.7% | $2,401.51万 | 加仓 |
| AXGN | AXOGEN INC | $4,928.81万 | 0.36% | 1,067,072 | 1,067,072 | — | $4,928.81万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $4,989.03万 | 0.36% | 751,133 | 51,363 | 7.3% | $341.15万 | 加仓 |
| — | ITG INC CL A | $5,000.00万 | 0.36% | 3,125,000 | 3,125,000 | — | $5,000.00万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRASTRUCTURE | $5,081.61万 | 0.37% | 1,301,308 | -22,602 | -1.7% | -$88.26万 | 减仓 |
| FIVE | FIVE BELOW | $5,125.85万 | 0.37% | 285,102 | 16,294 | 6.1% | $292.95万 | 加仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $5,484.88万 | 0.40% | 8,596,985 | 8,596,985 | — | $5,484.88万 | 新建仓 |
| TRNS | TRANSCAT INC | $5,580.50万 | 0.40% | 601,541 | -13,013 | -2.1% | -$120.72万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $5,605.51万 | 0.41% | 2,564,279 | 209,994 | 8.9% | $459.05万 | 加仓 |
| TILE | INTERFACE INC | $5,678.68万 | 0.41% | 1,584,452 | -27,635 | -1.7% | -$99.04万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDG INC | $5,707.21万 | 0.41% | 742,353 | -131,569 | -15.1% | -$1,011.50万 | 减仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $5,774.36万 | 0.42% | 559,206 | 42,240 | 8.2% | $436.17万 | 加仓 |
| LASR | NLIGHT INC | $5,821.83万 | 0.42% | 836,229 | -86,750 | -9.4% | -$603.95万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC-A | $5,824.10万 | 0.42% | 3,562,140 | 1,126,377 | 46.2% | $1,841.63万 | 加仓 |
| FLS | FLOWSERVE CORP | $5,945.10万 | 0.43% | 801,659 | -14,139 | -1.7% | -$104.85万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $6,006.77万 | 0.44% | 107,147 | 5,385 | 5.3% | $301.89万 | 加仓 |
| FN | FABRINET | $6,546.94万 | 0.47% | 116,477 | 7,360 | 6.7% | $413.69万 | 加仓 |
| CELC | CELCUITY INC | $6,574.44万 | 0.48% | 628,411 | 628,411 | — | $6,574.44万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INSTITUT | $6,663.60万 | 0.48% | 1,558,008 | -28,180 | -1.8% | -$120.53万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUC-CL A | $6,718.31万 | 0.49% | 1,960,405 | 1,339,831 | 215.9% | $4,591.60万 | 加仓 |
| KEX | KIRBY CORP | $6,764.18万 | 0.49% | 497,476 | 33,154 | 7.1% | $450.79万 | 加仓 |
| TER | TERADYNE INC | $6,794.81万 | 0.49% | 140,435 | 52,665 | 60.0% | $2,548.14万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC-CL B | $7,030.81万 | 0.51% | 1,924,667 | 196,070 | 11.3% | $716.24万 | 加仓 |
| VSEC | VSE CORP | $7,544.66万 | 0.55% | 330,182 | 24,895 | 8.2% | $568.85万 | 加仓 |
| SIG | SIGNET JEWELERS LTD | $7,570.72万 | 0.55% | 878,274 | 29,107 | 3.4% | $250.90万 | 加仓 |
| ALM | ALMONTY INDUSTRIES INC | $7,652.55万 | 0.55% | 4,621,107 | 396,432 | 9.4% | $656.49万 | 加仓 |
| GENI | GENIUS SPORTS LTD | $7,835.44万 | 0.57% | 12,929,769 | 5,686,089 | 78.5% | $3,445.77万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $7,908.22万 | 0.57% | 469,233 | 64,840 | 16.0% | $1,092.78万 | 加仓 |
| USAR | USA RARE EARTH INC | $7,960.53万 | 0.58% | 3,688,848 | -554,093 | -13.1% | -$1,195.73万 | 减仓 |
| ENSG | ENSIGN GROUP INC/THE | $8,087.41万 | 0.59% | 504,517 | 14,091 | 2.9% | $225.88万 | 加仓 |
| ATRC | ATRICURE INC | $8,129.03万 | 0.59% | 2,905,299 | -212,246 | -6.8% | -$593.86万 | 减仓 |
| DNN | DENISON MINES CORP | $8,177.26万 | 0.59% | 26,723,056 | -106,335 | -0.4% | -$32.54万 | 减仓 |
| CGNX | COGNEX CORP | $8,488.86万 | 0.62% | 1,172,170 | 1,172,170 | — | $8,488.86万 | 新建仓 |
| QXO | QXO INC | $8,533.90万 | 0.62% | 4,938,602 | -3,197,459 | -39.3% | -$5,525.21万 | 减仓 |
| PLMR | PALOMAR HOLDINGS INC | $8,623.37万 | 0.63% | 682,283 | 256,237 | 60.1% | $3,238.58万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $8,793.20万 | 0.64% | 1,600,510 | 31,339 | 2.0% | $172.18万 | 加仓 |
| RDNT | RADNET INC | $8,980.42万 | 0.65% | 1,456,205 | 44,708 | 3.2% | $275.71万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $9,060.83万 | 0.66% | 414,304 | 42,230 | 11.3% | $923.57万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $9,078.97万 | 0.66% | 169,084 | -80,427 | -32.2% | -$4,318.53万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $9,135.21万 | 0.66% | 1,120,747 | 64,213 | 6.1% | $523.40万 | 加仓 |
| WSBC | WESBANCO INC | $9,239.69万 | 0.67% | 2,367,331 | 353,378 | 17.5% | $1,379.23万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $9,314.14万 | 0.68% | 564,254 | 564,254 | — | $9,314.14万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES | $9,383.09万 | 0.68% | 501,716 | -14,715 | -2.8% | -$275.20万 | 减仓 |
| KRMN | KARMAN HOLDINGS INC | $9,564.64万 | 0.69% | 1,915,993 | 627,209 | 48.7% | $3,131.03万 | 加仓 |
| ONDS | ONDAS INC | $9,631.16万 | 0.70% | 11,688,295 | 1,426,484 | 13.9% | $1,175.42万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $9,856.35万 | 0.71% | 402,678 | 31,175 | 8.4% | $763.07万 | 加仓 |
| SITM | SITIME CORP | $9,968.06万 | 0.72% | 133,699 | -69,051 | -34.1% | -$5,148.17万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1.00亿 | 0.73% | 1,347,535 | 82,455 | 6.5% | $614.12万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1.04亿 | 0.76% | 2,549,719 | -74,771 | -2.8% | -$305.36万 | 减仓 |
| DKNG | DRAFTKINGS INC - CL A | $1.07亿 | 0.78% | 4,245,469 | 3,791,364 | 834.9% | $9,576.99万 | 加仓 |
| APG | API GROUP CORP | $1.08亿 | 0.78% | 2,538,774 | 192,213 | 8.2% | $814.02万 | 加仓 |
| PTGX | PROTAGONIST THE | $1.08亿 | 0.78% | 882,738 | 53,453 | 6.4% | $655.23万 | 加仓 |
| CAVA | CAVA GROUP INC | $1.10亿 | 0.80% | 1,406,249 | 226,808 | 19.2% | $1,779.99万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.11亿 | 0.81% | 13,190,130 | 4,569,282 | 53.0% | $3,847.34万 | 加仓 |
| RCAT | RED CAT HOLDINGS INC | $1.13亿 | 0.82% | 10,578,223 | 7,545,218 | 248.8% | $8,035.66万 | 加仓 |
| INSM | INSMED INC | $1.13亿 | 0.82% | 1,056,871 | 368,317 | 53.5% | $3,927.00万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $1.16亿 | 0.84% | 330,297 | 26,157 | 8.6% | $915.60万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $1.17亿 | 0.85% | 2,329,869 | -61,450 | -2.6% | -$309.03万 | 减仓 |
| SRRK | SCHOLAR ROCK HOLDING CORP | $1.22亿 | 0.89% | 2,224,788 | 175,109 | 8.5% | $963.10万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $1.32亿 | 0.96% | 4,454,433 | 803,196 | 22.0% | $2,388.70万 | 加仓 |
| U | UNITY SOFTWARE INC | $1.35亿 | 0.98% | 4,736,216 | 242,463 | 5.4% | $692.96万 | 加仓 |
| GVA | GRANITE CONSTRUCTION INC | $1.38亿 | 1.00% | 871,255 | -18,237 | -2.1% | -$288.29万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $1.42亿 | 1.03% | 1,738,613 | 74,054 | 4.4% | $604.06万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.42亿 | 1.03% | 425,167 | 66,549 | 18.6% | $2,227.99万 | 加仓 |
| BAND | BANDWIDTH INC-CLASS A | $1.45亿 | 1.05% | 2,295,924 | 2,295,924 | — | $1.45亿 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1.47亿 | 1.07% | 6,184,526 | 130,049 | 2.1% | $309.65万 | 加仓 |
| BB | BLACKBERRY LTD | $1.48亿 | 1.07% | 11,672,761 | -203,791 | -1.7% | -$257.80万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.49亿 | 1.08% | 498,747 | 374,472 | 301.3% | $1.12亿 | 加仓 |
| CUBI | CUSTOMERS BANCO | $1.54亿 | 1.11% | 1,941,996 | 210,686 | 12.2% | $1,666.53万 | 加仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $1.56亿 | 1.13% | 3,137,727 | 423,156 | 15.6% | $2,109.86万 | 加仓 |
| RXO | RXO INC | $1.79亿 | 1.30% | 6,478,546 | 2,026,330 | 45.5% | $5,590.64万 | 加仓 |
| HUT | HUT 8 CORP | $1.91亿 | 1.38% | 1,651,895 | -191,687 | -10.4% | -$2,212.93万 | 减仓 |
| XMTR | XOMETRY INC-A | $1.92亿 | 1.39% | 1,988,360 | 863,627 | 76.8% | $8,335.73万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPR | $1.93亿 | 1.40% | 13,689,679 | 2,085,991 | 18.0% | $2,941.25万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $2.06亿 | 1.50% | 1,392,510 | 116,991 | 9.2% | $1,733.34万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2.09亿 | 1.52% | 1,395,307 | 85,242 | 6.5% | $1,278.89万 | 加仓 |
| LIVN | LIVANOVA PLC | $2.11亿 | 1.53% | 2,565,477 | 1,928,937 | 303.0% | $1.59亿 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.25亿 | 1.63% | 1,469,538 | 176,446 | 13.6% | $2,698.92万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $2.25亿 | 1.63% | 262,757 | -12,866 | -4.7% | -$1,103.98万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSPORTATION | $2.38亿 | 1.73% | 3,058,241 | 381,285 | 14.2% | $2,969.07万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $2.47亿 | 1.79% | 663,375 | 43,789 | 7.1% | $1,627.51万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2.64亿 | 1.92% | 1,221,912 | 87,997 | 7.8% | $1,903.55万 | 加仓 |
| XPO | XPO INC | $2.66亿 | 1.93% | 1,297,453 | 137,623 | 11.9% | $2,825.26万 | 加仓 |
| SMTC | SEMTECH CORP | $3.64亿 | 2.64% | 2,250,382 | -37,147 | -1.6% | -$601.22万 | 减仓 |
| BE | BLOOM ENERGY CORP- A | $4.07亿 | 2.95% | 1,345,873 | -230,385 | -14.6% | -$6,973.75万 | 减仓 |
| DAVE | DAVE INC | $4.11亿 | 2.98% | 1,104,277 | -41,624 | -3.6% | -$1,550.87万 | 减仓 |
| MTZ | MASTEC INC | $4.88亿 | 3.54% | 1,173,918 | -121,467 | -9.4% | -$5,053.76万 | 减仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $6.60亿 | 4.78% | 4,200,719 | 713,601 | 20.5% | $1.12亿 | 加仓 |