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 |
| SLDE | SLIDE INSURANCE HOLDINGS INC | $3,650.23万 | 0.26% | 1,884,474 | 631,484 | 50.4% | $1,223.18万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC-SUB VT | $3,641.93万 | 0.26% | 989,924 | 307,274 | 45.0% | $1,130.46万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $3,625.98万 | 0.26% | 968,996 | 61,584 | 6.8% | $230.45万 | 加仓 |
| LOPE | GRAND CANYON EDUCATION INC | $3,614.84万 | 0.26% | 252,592 | -9,965 | -3.8% | -$142.61万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,587.48万 | 0.26% | 306,439 | 21,055 | 7.4% | $246.49万 | 加仓 |
| UMAC | UNUSUAL MACHINES INC /US | $3,336.91万 | 0.24% | 1,496,374 | 1,044,852 | 231.4% | $2,330.02万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $3,313.05万 | 0.24% | 230,762 | 230,762 | — | $3,313.05万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $3,247.58万 | 0.24% | 1,016,775 | 1,016,775 | — | $3,247.58万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $3,191.66万 | 0.23% | 170,422 | -775,163 | -82.0% | -$1.45亿 | 重新持有 |
| LODE | COMSTOCK INC | $2,784.51万 | 0.20% | 6,693,538 | 408,580 | 6.5% | $169.97万 | 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 |
| HIPO | HIPPO HOLDINGS INC | $2,547.44万 | 0.18% | 901,429 | 293,170 | 48.2% | $828.50万 | 加仓 |
| KGS | KODIAK GAS SERVICES INC | $2,522.02万 | 0.18% | 335,688 | 335,688 | — | $2,522.02万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $2,417.45万 | 0.18% | 687,948 | 226,595 | 49.1% | $796.25万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $2,348.28万 | 0.17% | 1,571,805 | 236,696 | 17.7% | $353.62万 | 加仓 |
| RL | RALPH LAUREN | $2,215.02万 | 0.16% | 55,181 | 18,001 | 48.4% | $722.58万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2,049.35万 | 0.15% | 75,753 | -12,875 | -14.5% | -$348.31万 | 减仓 |
| RDDT | REDDIT INC-CL A | $2,008.20万 | 0.15% | 115,693 | 37,861 | 48.6% | $657.19万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,957.75万 | 0.14% | 1,412,516 | 463,369 | 48.8% | $642.23万 | 加仓 |
| KMTS | KESTRA MEDICAL TECHNOLOGIES | $1,916.98万 | 0.14% | 753,529 | 97,652 | 14.9% | $248.43万 | 加仓 |
| BOBS | BOBS DISCOUNT FURNITURE | $1,820.08万 | 0.13% | 1,150,496 | 202,512 | 21.4% | $320.37万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,760.96万 | 0.13% | 23,239 | 7,596 | 48.6% | $575.59万 | 加仓 |
| SIMO | SILICON MOTION TECHNOL-ADR | $1,753.02万 | 0.13% | 52,591 | 52,591 | — | $1,753.02万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $1,704.68万 | 0.12% | 80,653 | 24,779 | 44.3% | $523.73万 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA NV | $1,636.36万 | 0.12% | 1,256,808 | 1,256,808 | — | $1,636.36万 | 新建仓 |
| LOVE | LOVESAC CO/THE | $1,590.91万 | 0.12% | 953,213 | -17,684 | -1.8% | -$29.51万 | 减仓 |
| MWH | SOLV ENERGY INC-CL A | $1,590.67万 | 0.12% | 467,156 | 154,901 | 49.6% | $527.44万 | 加仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $1,524.33万 | 0.11% | 11,027 | 11,027 | — | $1,524.33万 | 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 |
| TH | TARGET HOSPITALITY CORP | $1,371.95万 | 0.10% | 673,847 | 673,847 | — | $1,371.95万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $1,269.21万 | 0.09% | 121,258 | 8,504 | 7.5% | $89.01万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $1,115.64万 | 0.08% | 625,008 | 625,008 | — | $1,115.64万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $1,074.95万 | 0.08% | 121,738 | 121,738 | — | $1,074.95万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HOLDINGS | $1,006.73万 | 0.07% | 117,321 | 30,142 | 34.6% | $258.65万 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP-A | $923.71万 | 0.07% | 236,849 | 236,849 | — | $923.71万 | 新建仓 |
| IFS | INTERCORP FINANCIAL SERVICES | $882.66万 | 0.06% | 154,961 | 154,961 | — | $882.66万 | 新建仓 |
| SGHC | SUPER GROUP SGHC LTD | $866.93万 | 0.06% | 639,804 | 279,804 | 77.7% | $379.13万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $820.52万 | 0.06% | 60,493 | -63,545 | -51.2% | -$861.92万 | 减仓 |
| OFRM | ONCE UPON A FARM PBC | $779.13万 | 0.06% | 380,434 | -37,697 | -9.0% | -$77.20万 | 减仓 |
| ELVA | ELECTROVAYA INC | $766.83万 | 0.06% | 730,318 | 730,318 | — | $766.83万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $759.71万 | 0.06% | 29,148 | 7,489 | 34.6% | $195.19万 | 加仓 |
| — | SILICOM LTD | $754.30万 | 0.05% | 157,343 | 157,343 | — | $754.30万 | 新建仓 |
| MDA | MDA SPACE LTD | $736.18万 | 0.05% | 178,339 | 93,652 | 110.6% | $386.60万 | 加仓 |
| SHAZ | SHARONAI HOLDINGS INC | $700.44万 | 0.05% | 82,736 | -54,802 | -39.8% | -$463.95万 | 减仓 |
| — | SUJA LIFE INC | $675.52万 | 0.05% | 664,878 | 664,878 | — | $675.52万 | 新建仓 |
| CX | CEMEX S A SPON ADR | $640.34万 | 0.05% | 533,615 | 533,615 | — | $640.34万 | 新建仓 |
| IREN | IREN LTD | $638.22万 | 0.05% | 139,562 | 25,497 | 22.4% | $116.60万 | 加仓 |
| BAP | CREDICORP LTD | $611.72万 | 0.04% | 15,702 | 3,848 | 32.5% | $149.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $438.50万 | 0.03% | 9,182 | 1,601 | 21.1% | $76.46万 | 加仓 |
| — | AIB DATA CENTERS INC | $397.28万 | 0.03% | 1,873,956 | 1,873,956 | — | $397.28万 | 新建仓 |
| GOOS | CANADA GOOSE HOLDINGS INC | $396.10万 | 0.03% | 416,513 | 107,003 | 34.6% | $101.76万 | 加仓 |
| CIB | GRUPO CIBEST SA-ADR | $359.27万 | 0.03% | 45,231 | -23,530 | -34.2% | -$186.90万 | 减仓 |
| — | SS INNOVATIONS INTERNATIONAL | $345.83万 | 0.03% | 833,333 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG-ADR | $289.56万 | 0.02% | 410,726 | 155,944 | 61.2% | $109.94万 | 加仓 |
| — | CHRONOSCALE CORPORATION | $262.22万 | 0.02% | 118,011 | 118,011 | — | $262.22万 | 新建仓 |
| WRD | WERIDE INC-ADR | $228.16万 | 0.02% | 392,036 | -18,962 | -4.6% | -$11.04万 | 减仓 |
| INIO | INNIO HOLDING GMBH | $138.43万 | 0.01% | 35,000 | 35,000 | — | $138.43万 | 新建仓 |
| FTK | FLOTEK INDUSTRIES INC | $117.60万 | 0.01% | 50,000 | 50,000 | — | $117.60万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S.A. | $74.84万 | 0.01% | 8,246 | 2,546 | 44.7% | $23.11万 | 加仓 |
| MKSI | MKS INC | $64.32万 | 0.00% | 1,446 | -67,991 | -97.9% | -$3,024.24万 | 减仓 |
| FORM | FORMFACTOR INC | $46.67万 | 0.00% | 2,918 | 2,918 | — | $46.67万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $29.92万 | 0.00% | 16,695 | 16,695 | — | $29.92万 | 新建仓 |
| — | EKSO BIONICS HOLDINGS INC SERIES B PFD | $25.91万 | 0.00% | 2,926 | -130,710 | -97.8% | -$1,157.57万 | 减仓 |
| BIDU | BAIDU INC - SPON ADR | $16.08万 | 0.00% | 1,407 | 699 | 98.7% | $7.99万 | 加仓 |
| IMVT | IMMUNOVANT INC | $3,853 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYSTEMS USA INC | $0 | 0.00% | 0 | -249,385 | -100.0% | -$3.44亿 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -623,801 | -100.0% | -$9,644.59万 | 清仓 |
| RMBS | RAMBUS INC | $0 | 0.00% | 0 | -727,494 | -100.0% | -$6,258.63万 | 清仓 |
| KRUS | KURA SUSHI USA INC CLASS A | $0 | 0.00% | 0 | -796,393 | -100.0% | -$5,558.03万 | 清仓 |
| — | NUVALENT INC-A | $0 | 0.00% | 0 | -479,998 | -100.0% | -$4,917.58万 | 清仓 |
| CELH | CELSIUS HOLDINGS INC | $0 | 0.00% | 0 | -1,370,561 | -100.0% | -$4,862.75万 | 清仓 |
| PEGA | PEGASYTEMS INC | $0 | 0.00% | 0 | -975,621 | -100.0% | -$4,152.24万 | 清仓 |
| MOD | MODINE MANUFACTURING CO | $0 | 0.00% | 0 | -185,818 | -100.0% | -$4,026.86万 | 清仓 |
| — | XENERGY REACTOR COMPANY | $0 | 0.00% | 0 | -2,304,559 | -100.0% | -$3,350.00万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -526,663 | -100.0% | -$3,000.93万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -589,294 | -100.0% | -$2,922.31万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -524,415 | -100.0% | -$2,789.89万 | 清仓 |
| EXP | EAGLE MATERIALS INC | $0 | 0.00% | 0 | -137,840 | -100.0% | -$2,611.38万 | 清仓 |
| CWH | CAMPING WORLD HOLDINGS INC-A | $0 | 0.00% | 0 | -3,695,046 | -100.0% | -$2,523.72万 | 清仓 |
| ATEC | ALPHATEC HOLDINGS INC | $0 | 0.00% | 0 | -2,300,899 | -100.0% | -$2,503.38万 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $0 | 0.00% | 0 | -2,759,376 | -100.0% | -$2,408.94万 | 清仓 |
| MMED | MINIMED GROUP INC | $0 | 0.00% | 0 | -1,505,778 | -100.0% | -$2,246.62万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -623,421 | -100.0% | -$2,087.21万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -239,912 | -100.0% | -$2,086.51万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | -398,711 | -100.0% | -$1,349.64万 | 清仓 |
| URG | UR-ENERGY INC | $0 | 0.00% | 0 | -6,234,841 | -100.0% | -$928.99万 | 清仓 |
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | -75,404 | -100.0% | -$827.79万 | 清仓 |
| — | CARILOHA INC - PROMISSORY NOTE | $0 | 0.00% | 0 | -8,001,421 | -100.0% | -$800.14万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -62,655 | -100.0% | -$680.50万 | 清仓 |
| LYTS | LSI INDS INC | $0 | 0.00% | 0 | -313,650 | -100.0% | -$583.39万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -62,982 | -100.0% | -$371.34万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -148,461 | -100.0% | -$270.94万 | 清仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $0 | 0.00% | 0 | -355,459 | -100.0% | -$237.09万 | 清仓 |
| RERE | ATRENEW INC | $0 | 0.00% | 0 | -405,316 | -100.0% | -$190.09万 | 清仓 |
| — | SEQUANS COMMUNICATIONS-ADR | $0 | 0.00% | 0 | -664,762 | -100.0% | -$168.18万 | 清仓 |
| — | SENSEONICS HOLDINGS INC | $0 | 0.00% | 0 | -186,426 | -100.0% | -$124.16万 | 清仓 |
| BABA | ALIBABA GROUP HOLDING SP ADR | $0 | 0.00% | 0 | -3,485 | -100.0% | -$43.72万 | 清仓 |
| VALE | VALE SA-SP ADR | $0 | 0.00% | 0 | -10,906 | -100.0% | -$17.35万 | 清仓 |
| EMBJ | EMBRAER SA-SPON ADR | $0 | 0.00% | 0 | -2,316 | -100.0% | -$13.74万 | 清仓 |