13F 机构持仓

Hood River Capital Management LLC

PALM BEACH GARDENS FL · SEC CIK 0001578177

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$137.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

APLD 6.1%
DOCN 4.8%
MTZ 3.5%
DAVE 3.0%
BE 3.0%
SMTC 2.6%
XPO 1.9%
FCFS 1.9%
KRYS 1.8%
KNX 1.7%

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
FIX COMFORT SYSTEMS USA INC $00.00%0 -249,385-100.0% -$3.44亿 清仓
HCI HCI GROUP INC $00.00%0 -623,801-100.0% -$9,644.59万 清仓
RMBS RAMBUS INC $00.00%0 -727,494-100.0% -$6,258.63万 清仓
KRUS KURA SUSHI USA INC CLASS A $00.00%0 -796,393-100.0% -$5,558.03万 清仓
— NUVALENT INC-A $00.00%0 -479,998-100.0% -$4,917.58万 清仓
CELH CELSIUS HOLDINGS INC $00.00%0 -1,370,561-100.0% -$4,862.75万 清仓
PEGA PEGASYTEMS INC $00.00%0 -975,621-100.0% -$4,152.24万 清仓
MOD MODINE MANUFACTURING CO $00.00%0 -185,818-100.0% -$4,026.86万 清仓
— XENERGY REACTOR COMPANY $00.00%0 -2,304,559-100.0% -$3,350.00万 清仓
AXTI AXT INC $00.00%0 -526,663-100.0% -$3,000.93万 清仓
OKLO OKLO INC $00.00%0 -589,294-100.0% -$2,922.31万 清仓
SYM SYMBOTIC INC $00.00%0 -524,415-100.0% -$2,789.89万 清仓
EXP EAGLE MATERIALS INC $00.00%0 -137,840-100.0% -$2,611.38万 清仓
CWH CAMPING WORLD HOLDINGS INC-A $00.00%0 -3,695,046-100.0% -$2,523.72万 清仓
ATEC ALPHATEC HOLDINGS INC $00.00%0 -2,300,899-100.0% -$2,503.38万 清仓
UAMY UNITED STATES ANTIMONY CORP $00.00%0 -2,759,376-100.0% -$2,408.94万 清仓
MMED MINIMED GROUP INC $00.00%0 -1,505,778-100.0% -$2,246.62万 清仓
— SOLENO THERAPEUTICS INC $00.00%0 -623,421-100.0% -$2,087.21万 清仓
RYTM RHYTHM PHARMACEUTICALS INC $00.00%0 -239,912-100.0% -$2,086.51万 清仓
AMSC AMERICAN SUPERCONDUCTOR CORP $00.00%0 -398,711-100.0% -$1,349.64万 清仓
URG UR-ENERGY INC $00.00%0 -6,234,841-100.0% -$928.99万 清仓
EXE EXPAND ENERGY CORP $00.00%0 -75,404-100.0% -$827.79万 清仓
— CARILOHA INC - PROMISSORY NOTE $00.00%0 -8,001,421-100.0% -$800.14万 清仓
CCJ CAMECO CORP $00.00%0 -62,655-100.0% -$680.50万 清仓
LYTS LSI INDS INC $00.00%0 -313,650-100.0% -$583.39万 清仓
FRPT FRESHPET INC $00.00%0 -62,982-100.0% -$371.34万 清仓
UUUU ENERGY FUELS INC $00.00%0 -148,461-100.0% -$270.94万 清仓
— A2Z CUST2MATE SOLUTIONS CORP $00.00%0 -355,459-100.0% -$237.09万 清仓
RERE ATRENEW INC $00.00%0 -405,316-100.0% -$190.09万 清仓
— SEQUANS COMMUNICATIONS-ADR $00.00%0 -664,762-100.0% -$168.18万 清仓
— SENSEONICS HOLDINGS INC $00.00%0 -186,426-100.0% -$124.16万 清仓
BABA ALIBABA GROUP HOLDING SP ADR $00.00%0 -3,485-100.0% -$43.72万 清仓
VALE VALE SA-SP ADR $00.00%0 -10,906-100.0% -$17.35万 清仓
EMBJ EMBRAER SA-SPON ADR $00.00%0 -2,316-100.0% -$13.74万 清仓
GDS GDS HOLDINGS LTD - ADR $00.00%0 -2,300-100.0% -$9.27万 清仓
IMVT IMMUNOVANT INC $3,8530.00%100 00.0% — 不变
BIDU BAIDU INC - SPON ADR $16.08万0.00%1,407 69998.7% $7.99万 加仓
— EKSO BIONICS HOLDINGS INC SERIES B PFD $25.91万0.00%2,926 -130,710-97.8% -$1,157.57万 减仓
NVTS NAVITAS SEMICONDUCTOR CORP $29.92万0.00%16,695 16,695— $29.92万 新建仓
FORM FORMFACTOR INC $46.67万0.00%2,918 2,918— $46.67万 新建仓
MKSI MKS INC $64.32万0.00%1,446 -67,991-97.9% -$3,024.24万 减仓
TIGO MILLICOM INTL CELLULAR S.A. $74.84万0.01%8,246 2,54644.7% $23.11万 加仓
FTK FLOTEK INDUSTRIES INC $117.60万0.01%50,000 50,000— $117.60万 新建仓
INIO INNIO HOLDING GMBH $138.43万0.01%35,000 35,000— $138.43万 新建仓
WRD WERIDE INC-ADR $228.16万0.02%392,036 -18,962-4.6% -$11.04万 减仓
— CHRONOSCALE CORPORATION $262.22万0.02%118,011 118,011— $262.22万 新建仓
JMIA JUMIA TECHNOLOGIES AG-ADR $289.56万0.02%410,726 155,94461.2% $109.94万 加仓
— SS INNOVATIONS INTERNATIONAL $345.83万0.03%833,333 00.0% — 不变
CIB GRUPO CIBEST SA-ADR $359.27万0.03%45,231 -23,530-34.2% -$186.90万 减仓
GOOS CANADA GOOSE HOLDINGS INC $396.10万0.03%416,513 107,00334.6% $101.76万 加仓
— AIB DATA CENTERS INC $397.28万0.03%1,873,956 1,873,956— $397.28万 新建仓
TSM TAIWAN SEMICONDUCTOR-SP ADR $438.50万0.03%9,182 1,60121.1% $76.46万 加仓
BAP CREDICORP LTD $611.72万0.04%15,702 3,84832.5% $149.91万 加仓
IREN IREN LTD $638.22万0.05%139,562 25,49722.4% $116.60万 加仓
CX CEMEX S A SPON ADR $640.34万0.05%533,615 533,615— $640.34万 新建仓
— SUJA LIFE INC $675.52万0.05%664,878 664,878— $675.52万 新建仓
SHAZ SHARONAI HOLDINGS INC $700.44万0.05%82,736 -54,802-39.8% -$463.95万 减仓
MDA MDA SPACE LTD $736.18万0.05%178,339 93,652110.6% $386.60万 加仓
— SILICOM LTD $754.30万0.05%157,343 157,343— $754.30万 新建仓
TSEM TOWER SEMICONDUCTOR LTD $759.71万0.06%29,148 7,48934.6% $195.19万 加仓
ELVA ELECTROVAYA INC $766.83万0.06%730,318 730,318— $766.83万 新建仓
OFRM ONCE UPON A FARM PBC $779.13万0.06%380,434 -37,697-9.0% -$77.20万 减仓
DD DUPONT DE NEMOURS INC $820.52万0.06%60,493 -63,545-51.2% -$861.92万 减仓
SGHC SUPER GROUP SGHC LTD $866.93万0.06%639,804 279,80477.7% $379.13万 加仓
IFS INTERCORP FINANCIAL SERVICES $882.66万0.06%154,961 154,961— $882.66万 新建仓
MAIR MADISON AIR SOLUTIONS CORP-A $923.71万0.07%236,849 236,849— $923.71万 新建仓
ESTA ESTABLISHMENT LABS HOLDINGS $1,006.73万0.07%117,321 30,14234.6% $258.65万 加仓
AMBQ AMBIQ MICRO INC $1,074.95万0.08%121,738 121,738— $1,074.95万 新建仓
MAMA MAMAS CREATIONS INC $1,115.64万0.08%625,008 625,008— $1,115.64万 新建仓
VIK VIKING HOLDINGS LTD $1,269.21万0.09%121,258 8,5047.5% $89.01万 加仓
TH TARGET HOSPITALITY CORP $1,371.95万0.10%673,847 673,847— $1,371.95万 新建仓
FRVO FERVO ENERGY CO-A $1,463.08万0.11%500,541 500,541— $1,463.08万 新建仓
MPWR MONOLITHIC POWER SYSTEMS INC $1,524.33万0.11%11,027 11,027— $1,524.33万 新建仓
MWH SOLV ENERGY INC-CL A $1,590.67万0.12%467,156 154,90149.6% $527.44万 加仓
LOVE LOVESAC CO/THE $1,590.91万0.12%953,213 -17,684-1.8% -$29.51万 减仓
ZGN ERMENEGILDO ZEGNA NV $1,636.36万0.12%1,256,808 1,256,808— $1,636.36万 新建仓
NHC NATIONAL HEALTHCARE CORP $1,704.68万0.12%80,653 24,77944.3% $523.73万 加仓
SIMO SILICON MOTION TECHNOL-ADR $1,753.02万0.13%52,591 52,591— $1,753.02万 新建仓
CW CURTISS WRIGHT CORP $1,760.96万0.13%23,239 7,59648.6% $575.59万 加仓
BOBS BOBS DISCOUNT FURNITURE $1,820.08万0.13%1,150,496 202,51221.4% $320.37万 加仓
KMTS KESTRA MEDICAL TECHNOLOGIES $1,916.98万0.14%753,529 97,65214.9% $248.43万 加仓
AMPX AMPRIUS TECHNOLOGIES INC $1,957.75万0.14%1,412,516 463,36948.8% $642.23万 加仓
RDDT REDDIT INC-CL A $2,008.20万0.15%115,693 37,86148.6% $657.19万 加仓
FTAI FTAI AVIATION LTD $2,049.35万0.15%75,753 -12,875-14.5% -$348.31万 减仓
RL RALPH LAUREN $2,215.02万0.16%55,181 18,00148.4% $722.58万 加仓
CRVS CORVUS PHARMACEUTICALS INC $2,348.28万0.17%1,571,805 236,69617.7% $353.62万 加仓
AR ANTERO RESOURCES CORP $2,417.45万0.18%687,948 226,59549.1% $796.25万 加仓
KGS KODIAK GAS SERVICES INC $2,522.02万0.18%335,688 335,688— $2,522.02万 新建仓
HIPO HIPPO HOLDINGS INC $2,547.44万0.18%901,429 293,17048.2% $828.50万 加仓
NOG NORTHERN OIL AND GAS INC $2,783.23万0.20%1,533,460 -53,139-3.3% -$96.45万 减仓
LODE COMSTOCK INC $2,784.51万0.20%6,693,538 408,5806.5% $169.97万 加仓
RVMD REVOLUTION MEDICINES INC $3,191.66万0.23%170,422 -775,163-82.0% -$1.45亿 重新持有
TYRA TYRA BIOSCIENCES INC $3,247.58万0.24%1,016,775 1,016,775— $3,247.58万 新建仓
TFII TFI INTERNATIONAL INC $3,313.05万0.24%230,762 230,762— $3,313.05万 新建仓
UMAC UNUSUAL MACHINES INC /US $3,336.91万0.24%1,496,374 1,044,852231.4% $2,330.02万 加仓
MIRM MIRUM PHARMACEUTICALS INC $3,587.48万0.26%306,439 21,0557.4% $246.49万 加仓
LOPE GRAND CANYON EDUCATION INC $3,614.84万0.26%252,592 -9,965-3.8% -$142.61万 减仓
— CRINETICS PHARMACEUTICALS IN $3,625.98万0.26%968,996 61,5846.8% $230.45万 加仓
GFL GFL ENVIRONMENTAL INC-SUB VT $3,641.93万0.26%989,924 307,27445.0% $1,130.46万 加仓
SLDE SLIDE INSURANCE HOLDINGS INC $3,650.23万0.26%1,884,474 631,48450.4% $1,223.18万 加仓