Hood River Capital Management LLC
PALM BEACH GARDENS FL · SEC CIK 0001578177
$99.70亿2026Q1 申报市值
167持仓数
28.5%前十大占比 · 第一大 5.5%
28 / 37新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DOCN 加仓+$2.01亿
CAVA 新建仓+$9,541.68万
PTGX 新建仓+$8,740.66万
USAR 新建仓+$7,938.22万
ARWR 新建仓+$6,624.47万
2026Q1 卖出最多 按季末市值估算
CIEN 清仓-$1.06亿
CLEARWATER ANALY 清仓-$1.04亿
AXTI 减仓-$8,464.75万
GSAT 清仓-$7,557.56万
MOD 减仓-$7,166.64万
2026Q1 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 | $2,535.11万 | 0.25% | 173,471 | 23,150 | 15.4% | $338.31万 | 加仓 |
| CWH | CAMPING WORLD HOLDINGS INC-A | $2,523.72万 | 0.25% | 3,695,046 | 509,643 | 16.0% | $348.09万 | 加仓 |
| ATEC | ALPHATEC HOLDINGS INC | $2,503.38万 | 0.25% | 2,300,899 | 1,162,549 | 102.1% | $1,264.85万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC-A | $2,443.07万 | 0.25% | 2,435,763 | 109,825 | 4.7% | $110.15万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $2,408.94万 | 0.24% | 2,759,376 | 354,104 | 14.7% | $309.13万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $2,295.60万 | 0.23% | 116,233 | 48,347 | 71.2% | $954.85万 | 加仓 |
| SLDE | SLIDE INSURANCE HOLDINGS INC | $2,255.38万 | 0.23% | 1,252,990 | 181,477 | 16.9% | $326.66万 | 加仓 |
| MMED | MINIMED GROUP INC | $2,246.62万 | 0.23% | 1,505,778 | 1,505,778 | — | $2,246.62万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $2,191.53万 | 0.22% | 988,510 | 988,510 | — | $2,191.53万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $2,171.39万 | 0.22% | 88,628 | 88,628 | — | $2,171.39万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $2,087.21万 | 0.21% | 623,421 | 5,416 | 0.9% | $18.13万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2,086.51万 | 0.21% | 239,912 | 2,869 | 1.2% | $24.95万 | 加仓 |
| SN | SHARKNINJA INC | $2,057.93万 | 0.21% | 194,328 | 194,273 | 353,223.6% | $2,057.35万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $1,957.98万 | 0.20% | 461,353 | 66,593 | 16.9% | $282.62万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,953.26万 | 0.20% | 1,335,109 | 1,335,109 | — | $1,953.26万 | 新建仓 |
| LODE | COMSTOCK INC | $1,916.91万 | 0.19% | 6,284,958 | 4,469,691 | 246.2% | $1,363.26万 | 加仓 |
| RKLB | ROCKET LAB CORP | $1,818.72万 | 0.18% | 283,202 | 41,078 | 17.0% | $263.80万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUC-CL A | $1,662.52万 | 0.17% | 620,574 | 12,183 | 2.0% | $32.64万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,600.26万 | 0.16% | 949,147 | 139,403 | 17.2% | $235.03万 | 加仓 |
| MKSI | MKS INC | $1,595.73万 | 0.16% | 69,437 | 10,559 | 17.9% | $242.66万 | 加仓 |
| HIPO | HIPPO HOLDINGS INC | $1,585.12万 | 0.16% | 608,259 | 89,883 | 17.3% | $234.24万 | 加仓 |
| LOVE | LOVESAC CO/THE | $1,434.01万 | 0.14% | 970,897 | -16,847 | -1.7% | -$24.88万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $1,349.64万 | 0.14% | 398,711 | 398,711 | — | $1,349.64万 | 新建仓 |
| KMTS | KESTRA MEDICAL TECHNOLOGIES | $1,307.16万 | 0.13% | 655,877 | 95,420 | 17.0% | $190.17万 | 加仓 |
| RL | RALPH LAUREN | $1,278.95万 | 0.13% | 37,180 | 5,586 | 17.7% | $192.15万 | 加仓 |
| BOBS | BOBS DISCOUNT FURNITURE | $1,113.88万 | 0.11% | 947,984 | 947,984 | — | $1,113.88万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $1,065.48万 | 0.11% | 15,643 | 2,334 | 17.5% | $158.97万 | 加仓 |
| RDDT | REDDIT INC-CL A | $1,048.01万 | 0.11% | 77,832 | 11,536 | 17.4% | $155.33万 | 加仓 |
| DKNG | DRAFTKINGS INC - CL A | $981.77万 | 0.10% | 454,105 | 304,885 | 204.3% | $659.16万 | 加仓 |
| MWH | SOLV ENERGY INC-CL A | $937.70万 | 0.09% | 312,255 | 312,255 | — | $937.70万 | 新建仓 |
| URG | UR-ENERGY INC | $928.99万 | 0.09% | 6,234,841 | 6,234,841 | — | $928.99万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $892.31万 | 0.09% | 55,874 | 8,018 | 16.8% | $128.05万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $828.52万 | 0.08% | 112,754 | 16,698 | 17.4% | $122.70万 | 加仓 |
| EXE | EXPAND ENERGY CORP | $827.79万 | 0.08% | 75,404 | 11,094 | 17.3% | $121.79万 | 加仓 |
| — | CARILOHA INC - PROMISSORY NOTE | $800.14万 | 0.08% | 8,001,421 | 285,659 | 3.7% | $28.57万 | 加仓 |
| OFRM | ONCE UPON A FARM PBC | $683.64万 | 0.07% | 418,131 | 418,131 | — | $683.64万 | 新建仓 |
| CCJ | CAMECO CORP | $680.50万 | 0.07% | 62,655 | 10,015 | 19.0% | $108.77万 | 加仓 |
| LYTS | LSI INDS INC | $583.39万 | 0.06% | 313,650 | 313,650 | — | $583.39万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $568.09万 | 0.06% | 124,038 | 16,824 | 15.7% | $77.05万 | 加仓 |
| UMAC | UNUSUAL MACHINES INC /US | $559.89万 | 0.06% | 451,522 | -382,728 | -45.9% | -$474.58万 | 减仓 |
| CIB | GRUPO CIBEST SA-ADR | $500.65万 | 0.05% | 68,761 | 22,720 | 49.3% | $165.42万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HOLDINGS | $495.00万 | 0.05% | 87,179 | 28,870 | 49.5% | $163.92万 | 加仓 |
| — | SS INNOVATIONS INTERNATIONAL | $416.67万 | 0.04% | 833,333 | 833,333 | — | $416.67万 | 新建仓 |
| BAP | CREDICORP LTD | $402.06万 | 0.04% | 11,854 | 4,392 | 58.9% | $148.97万 | 加仓 |
| IREN | IREN LTD | $391.01万 | 0.04% | 114,065 | 55,431 | 94.5% | $190.02万 | 加仓 |
| SGHC | SUPER GROUP SGHC LTD | $388.80万 | 0.04% | 360,000 | 360,000 | — | $388.80万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $380.07万 | 0.04% | 21,659 | -372,333 | -94.5% | -$6,533.70万 | 减仓 |
| FRPT | FRESHPET INC | $371.34万 | 0.04% | 62,982 | -441,294 | -87.5% | -$2,601.87万 | 减仓 |
| GOOS | CANADA GOOSE HOLDINGS INC | $339.53万 | 0.03% | 309,510 | 309,510 | — | $339.53万 | 新建仓 |
| WRD | WERIDE INC-ADR | $332.50万 | 0.03% | 410,998 | 410,998 | — | $332.50万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $312.62万 | 0.03% | 137,538 | 137,538 | — | $312.62万 | 新建仓 |
| UUUU | ENERGY FUELS INC | $270.94万 | 0.03% | 148,461 | 92,461 | 165.1% | $168.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $256.20万 | 0.03% | 7,581 | 7,148 | 1,650.8% | $241.57万 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $237.09万 | 0.02% | 355,459 | 127,738 | 56.1% | $85.20万 | 加仓 |
| MDA | MDA SPACE LTD | $214.43万 | 0.02% | 84,687 | 84,687 | — | $214.43万 | 新建仓 |
| RERE | ATRENEW INC | $190.09万 | 0.02% | 405,316 | 403,126 | 18,407.6% | $189.07万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG-ADR | $175.80万 | 0.02% | 254,782 | 144,015 | 130.0% | $99.37万 | 加仓 |
| — | SEQUANS COMMUNICATIONS-ADR | $168.18万 | 0.02% | 664,762 | -66,778 | -9.1% | -$16.89万 | 减仓 |
| — | EKSO BIONICS HOLDINGS INC | $142.32万 | 0.01% | 133,636 | 133,636 | — | $142.32万 | 新建仓 |
| — | SENSEONICS HOLDINGS INC | $124.16万 | 0.01% | 186,426 | -234,606 | -55.7% | -$156.25万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING SP ADR | $43.72万 | 0.00% | 3,485 | 3,232 | 1,277.5% | $40.55万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S.A. | $42.72万 | 0.00% | 5,700 | 5,700 | — | $42.72万 | 新建仓 |
| VALE | VALE SA-SP ADR | $17.35万 | 0.00% | 10,906 | 9,606 | 738.9% | $15.28万 | 加仓 |
| EMBJ | EMBRAER SA-SPON ADR | $13.74万 | 0.00% | 2,316 | 2,156 | 1,347.5% | $12.79万 | 加仓 |
| GDS | GDS HOLDINGS LTD - ADR | $9.27万 | 0.00% | 2,300 | 2,300 | — | $9.27万 | 新建仓 |
| BIDU | BAIDU INC - SPON ADR | $7.89万 | 0.00% | 708 | 663 | 1,473.3% | $7.39万 | 加仓 |
| IMVT | IMMUNOVANT INC | $2,484 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -453,779 | -100.0% | -$1.06亿 | 清仓 |
| — | CLEARWATER ANALYTICS HDS-A | $0 | 0.00% | 0 | -4,304,707 | -100.0% | -$1.04亿 | 清仓 |
| GSAT | GLOBALSTAR | $0 | 0.00% | 0 | -1,238,132 | -100.0% | -$7,557.56万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -635,682 | -100.0% | -$7,144.43万 | 清仓 |
| CNM | CORE & MAIN INC-CLASS A | $0 | 0.00% | 0 | -1,330,800 | -100.0% | -$6,916.17万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -1,574,133 | -100.0% | -$6,680.62万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,780,137 | -100.0% | -$6,511.08万 | 清仓 |
| ODD | ODDITY TECH LTD-CL A | $0 | 0.00% | 0 | -783,730 | -100.0% | -$3,149.03万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -1,226,726 | -100.0% | -$3,145.33万 | 清仓 |
| QTWO | Q2 HOLDINGS INC | $0 | 0.00% | 0 | -393,041 | -100.0% | -$2,836.18万 | 清仓 |
| CALX | CALIX INC. | $0 | 0.00% | 0 | -523,261 | -100.0% | -$2,769.62万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -335,500 | -100.0% | -$2,187.46万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -246,208 | -100.0% | -$2,069.87万 | 清仓 |
| TWLO | TWILIO INC - A | $0 | 0.00% | 0 | -139,174 | -100.0% | -$1,979.61万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP/DEL | $0 | 0.00% | 0 | -526,726 | -100.0% | -$1,910.96万 | 清仓 |
| — | SELECT MEDICAL HOLDINGS CORP | $0 | 0.00% | 0 | -1,266,887 | -100.0% | -$1,881.33万 | 清仓 |
| — | EXZEO GROUP INC | $0 | 0.00% | 0 | -442,568 | -100.0% | -$1,073.23万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -52,662 | -100.0% | -$940.49万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COHR | COHERENT INC | $0 | 0.00% | 0 | -46,186 | -100.0% | -$852.46万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -291,690 | -100.0% | -$763.64万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -184,045 | -100.0% | -$687.41万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -77,959 | -100.0% | -$674.11万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -402,922 | -100.0% | -$653.94万 | 清仓 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | -60,161 | -100.0% | -$572.13万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -53,603 | -100.0% | -$437.67万 | 清仓 |
| RDVT | RED VIOLET INC | $0 | 0.00% | 0 | -69,465 | -100.0% | -$395.60万 | 清仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $0 | 0.00% | 0 | -52,689 | -100.0% | -$322.83万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -24,258 | -100.0% | -$189.53万 | 清仓 |
| PXED | PHOENIX EDUCATION PARTNERS I | $0 | 0.00% | 0 | -56,223 | -100.0% | -$170.36万 | 清仓 |
| — | OWLET INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$56.66万 | 清仓 |
| — | IMPLANTICA AG-A SDR | $0 | 0.00% | 0 | -83,204 | -100.0% | -$45.31万 | 清仓 |