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 |
|---|---|---|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | $5.48亿 | 5.49% | 23,075,612 | 1,038,181 | 4.7% | $2,464.64万 | 加仓 |
| MTZ | MASTEC INC | $4.17亿 | 4.18% | 1,295,385 | -188,276 | -12.7% | -$6,057.59万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $3.44亿 | 3.45% | 249,385 | 3,528 | 1.4% | $486.51万 | 加仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $2.99亿 | 3.00% | 3,487,118 | 2,348,990 | 206.4% | $2.01亿 | 加仓 |
| XPO | XPO INC | $2.26亿 | 2.26% | 1,159,830 | 10,880 | 0.9% | $211.67万 | 加仓 |
| BE | BLOOM ENERGY CORP- A | $2.14亿 | 2.14% | 1,576,258 | 20,524 | 1.3% | $278.08万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2.13亿 | 2.14% | 1,133,915 | 17,813 | 1.6% | $334.88万 | 加仓 |
| DAVE | DAVE INC | $1.99亿 | 2.00% | 1,145,901 | 29,970 | 2.7% | $521.75万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $1.94亿 | 1.94% | 275,623 | -27,503 | -9.1% | -$1,932.80万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY | $1.91亿 | 1.92% | 2,714,571 | -30,901 | -1.1% | -$217.88万 | 减仓 |
| SMTC | SEMTECH CORP | $1.76亿 | 1.76% | 2,287,529 | 51,305 | 2.3% | $394.48万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPR | $1.70亿 | 1.71% | 11,603,688 | 955,299 | 9.0% | $1,403.33万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.60亿 | 1.61% | 619,586 | 6,284 | 1.0% | $162.33万 | 加仓 |
| QXO | QXO INC | $1.58亿 | 1.58% | 8,136,061 | 83,161 | 1.0% | $161.50万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSPORTATION | $1.54亿 | 1.55% | 2,676,956 | 1,089,910 | 68.7% | $6,275.70万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.31亿 | 1.31% | 249,511 | 1,951 | 0.8% | $102.13万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.21亿 | 1.21% | 1,310,065 | 331,550 | 33.9% | $3,062.53万 | 加仓 |
| CUBI | CUSTOMERS BANCO | $1.20亿 | 1.21% | 1,731,310 | 5,609 | 0.3% | $38.93万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.20亿 | 1.20% | 1,293,092 | 370,515 | 40.2% | $3,436.90万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.16亿 | 1.16% | 358,618 | 69,151 | 23.9% | $2,227.98万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.13亿 | 1.14% | 1,664,559 | 661,484 | 65.9% | $4,506.69万 | 加仓 |
| INSM | INSMED INC | $1.13亿 | 1.13% | 688,554 | 50,977 | 8.0% | $833.58万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1.08亿 | 1.08% | 1,275,519 | -102 | -0.0% | -$8,628 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1.07亿 | 1.07% | 6,054,477 | -118,956 | -1.9% | -$209.60万 | 减仓 |
| GVA | GRANITE CONSTRUCTION INC | $1.07亿 | 1.07% | 889,492 | 52,964 | 6.3% | $634.93万 | 加仓 |
| KRMN | KARMAN HOLDINGS INC | $1.03亿 | 1.03% | 1,288,784 | -4,651 | -0.4% | -$37.23万 | 减仓 |
| SRRK | SCHOLAR ROCK HOLDING CORP | $1.01亿 | 1.01% | 2,049,679 | 22,921 | 1.1% | $112.68万 | 加仓 |
| ENSG | ENSIGN GROUP INC/THE | $9,882.08万 | 0.99% | 490,426 | -1,577 | -0.3% | -$31.78万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $9,878.94万 | 0.99% | 372,074 | -7,300 | -1.9% | -$193.82万 | 减仓 |
| U | UNITY SOFTWARE INC | $9,859.29万 | 0.99% | 4,493,753 | 1,701,746 | 61.0% | $3,733.63万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $9,806.80万 | 0.98% | 2,391,319 | -645,172 | -21.2% | -$2,645.85万 | 减仓 |
| HCI | HCI GROUP INC | $9,644.59万 | 0.97% | 623,801 | -123,982 | -16.6% | -$1,916.89万 | 减仓 |
| CAVA | CAVA GROUP INC | $9,541.68万 | 0.96% | 1,179,441 | 1,179,441 | — | $9,541.68万 | 新建仓 |
| APG | API GROUP CORP | $9,508.27万 | 0.95% | 2,346,561 | 30,574 | 1.3% | $123.89万 | 加仓 |
| DNN | DENISON MINES CORP | $9,470.77万 | 0.95% | 26,829,391 | -183,878 | -0.7% | -$64.91万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $9,394.48万 | 0.94% | 1,265,080 | 9,895 | 0.8% | $73.48万 | 加仓 |
| ONDS | ONDAS INC | $9,276.68万 | 0.93% | 10,261,811 | -7,095,402 | -40.9% | -$6,414.24万 | 减仓 |
| ATRC | ATRICURE INC | $8,894.36万 | 0.89% | 3,117,545 | 20,934 | 0.7% | $59.72万 | 加仓 |
| PTGX | PROTAGONIST THE | $8,740.66万 | 0.88% | 829,285 | 829,285 | — | $8,740.66万 | 新建仓 |
| HUT | HUT 8 CORP | $8,648.24万 | 0.87% | 1,843,582 | 801,913 | 77.0% | $3,761.77万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $8,557.59万 | 0.86% | 304,140 | 3,945 | 1.3% | $111.00万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDG INC | $8,043.58万 | 0.81% | 873,922 | -30,121 | -3.3% | -$277.23万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $7,941.44万 | 0.80% | 3,651,237 | 119,533 | 3.4% | $259.98万 | 加仓 |
| USAR | USA RARE EARTH INC | $7,938.22万 | 0.80% | 4,242,941 | 4,242,941 | — | $7,938.22万 | 新建仓 |
| RDNT | RADNET INC | $7,888.86万 | 0.79% | 1,411,497 | 15,606 | 1.1% | $87.22万 | 加仓 |
| SIG | SIGNET JEWELERS LTD | $7,187.35万 | 0.72% | 849,167 | -1,144 | -0.1% | -$9.68万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $7,070.38万 | 0.71% | 2,624,490 | -1,769,095 | -40.3% | -$4,765.94万 | 减仓 |
| SITM | SITIME CORP | $7,001.97万 | 0.70% | 202,750 | -65,399 | -24.4% | -$2,258.55万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $6,956.41万 | 0.70% | 699,770 | 9,413 | 1.4% | $93.57万 | 加仓 |
| WSBC | WESBANCO INC | $6,946.12万 | 0.70% | 2,013,953 | 1,119,522 | 125.2% | $3,861.23万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $6,624.47万 | 0.66% | 1,056,534 | 1,056,534 | — | $6,624.47万 | 新建仓 |
| RXO | RXO INC | $6,509.14万 | 0.65% | 4,452,216 | 2,458,725 | 123.3% | $3,594.66万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $6,279.14万 | 0.63% | 371,503 | 5,327 | 1.5% | $90.04万 | 加仓 |
| RMBS | RAMBUS INC | $6,258.63万 | 0.63% | 727,494 | 18,648 | 2.6% | $160.43万 | 加仓 |
| KEX | KIRBY CORP | $6,169.91万 | 0.62% | 464,322 | 139,272 | 42.8% | $1,850.65万 | 重新持有 |
| FIVE | FIVE BELOW | $6,141.73万 | 0.62% | 268,808 | 2,419 | 0.9% | $55.27万 | 加仓 |
| ALM | ALMONTY INDUSTRIES INC | $6,117.33万 | 0.61% | 4,224,675 | -1,006,814 | -19.2% | -$1,457.87万 | 减仓 |
| FLS | FLOWSERVE CORP | $5,996.93万 | 0.60% | 815,798 | -16,537 | -2.0% | -$121.56万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INSTITUT | $5,726.14万 | 0.57% | 1,586,188 | -32,265 | -2.0% | -$116.48万 | 减仓 |
| FN | FABRINET | $5,690.67万 | 0.57% | 109,117 | 26,960 | 32.8% | $1,406.02万 | 加仓 |
| VSEC | VSE CORP | $5,629.49万 | 0.56% | 305,287 | 229,733 | 304.1% | $4,236.28万 | 加仓 |
| KRUS | KURA SUSHI USA INC CLASS A | $5,558.03万 | 0.56% | 796,393 | 206,882 | 35.1% | $1,443.83万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $5,499.61万 | 0.55% | 2,354,285 | 37,732 | 1.6% | $88.14万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,327.47万 | 0.53% | 404,393 | 15,096 | 3.9% | $198.87万 | 加仓 |
| LASR | NLIGHT INC | $5,262.83万 | 0.53% | 922,979 | 118,522 | 14.7% | $675.81万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $5,212.79万 | 0.52% | 1,569,171 | -12,063 | -0.8% | -$40.07万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $5,121.07万 | 0.51% | 907,187 | -17,748 | -1.9% | -$100.19万 | 减仓 |
| PLMR | PALOMAR HOLDINGS INC | $5,091.25万 | 0.51% | 426,046 | 426,046 | — | $5,091.25万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES | $5,031.07万 | 0.50% | 516,431 | -117,509 | -18.5% | -$1,144.77万 | 减仓 |
| — | NUVALENT INC-A | $4,917.58万 | 0.49% | 479,998 | 4,558 | 1.0% | $46.70万 | 加仓 |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $4,904.97万 | 0.49% | 516,966 | 516,966 | — | $4,904.97万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRASTRUCTURE | $4,865.37万 | 0.49% | 1,323,910 | 478,414 | 56.6% | $1,758.17万 | 加仓 |
| CELH | CELSIUS HOLDINGS INC | $4,862.75万 | 0.49% | 1,370,561 | -1,042,121 | -43.2% | -$3,697.45万 | 减仓 |
| NOG | NORTHERN OIL AND GAS INC | $4,637.63万 | 0.47% | 1,586,599 | 316,228 | 24.9% | $924.33万 | 加仓 |
| XMTR | XOMETRY INC-A | $4,593.41万 | 0.46% | 1,124,733 | 341,950 | 43.7% | $1,396.52万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC-CL B | $4,556.58万 | 0.46% | 1,728,597 | 701,863 | 68.4% | $1,850.11万 | 加仓 |
| TRNS | TRANSCAT INC | $4,513.90万 | 0.45% | 614,554 | 68,738 | 12.6% | $504.88万 | 加仓 |
| LOPE | GRAND CANYON EDUCATION INC | $4,464.26万 | 0.45% | 262,557 | -48,879 | -15.7% | -$831.09万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $4,321.73万 | 0.43% | 101,762 | 27,029 | 36.2% | $1,147.89万 | 加仓 |
| LB | LANDBRIDGE CO LLC-A | $4,288.52万 | 0.43% | 621,075 | 4 | 0.0% | $276 | 加仓 |
| KNF | KNIFE RIVER CORP | $4,169.23万 | 0.42% | 510,622 | 510,622 | — | $4,169.23万 | 新建仓 |
| PEGA | PEGASYTEMS INC | $4,152.24万 | 0.42% | 975,621 | -612,782 | -38.6% | -$2,608.00万 | 减仓 |
| LIVN | LIVANOVA PLC | $4,045.85万 | 0.41% | 636,540 | 636,540 | — | $4,045.85万 | 新建仓 |
| MOD | MODINE MANUFACTURING CO | $4,026.86万 | 0.40% | 185,818 | -330,702 | -64.0% | -$7,166.64万 | 减仓 |
| TILE | INTERFACE INC | $4,017.32万 | 0.40% | 1,612,087 | -31,411 | -1.9% | -$78.28万 | 减仓 |
| ENOV | ENOVIS CORP | $3,996.42万 | 0.40% | 1,756,669 | 18,484 | 1.1% | $42.05万 | 加仓 |
| RCAT | RED CAT HOLDINGS INC | $3,970.20万 | 0.40% | 3,033,005 | -465,913 | -13.3% | -$609.88万 | 重新持有 |
| BB | BLACKBERRY LTD | $3,848.00万 | 0.39% | 11,876,552 | 792,087 | 7.1% | $256.64万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3,563.34万 | 0.36% | 124,275 | -2,490 | -2.0% | -$71.40万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $3,482.82万 | 0.35% | 8,620,848 | 1,666,362 | 24.0% | $673.21万 | 加仓 |
| — | XENERGY REACTOR COMPANY | $3,350.00万 | 0.34% | 2,304,559 | 2,304,559 | — | $3,350.00万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $3,295.72万 | 0.33% | 907,412 | 10,009 | 1.1% | $36.35万 | 加仓 |
| GENI | GENIUS SPORTS LTD | $3,208.95万 | 0.32% | 7,243,680 | 289,145 | 4.2% | $128.09万 | 加仓 |
| AXTI | AXT INC | $3,000.93万 | 0.30% | 526,663 | -1,485,565 | -73.8% | -$8,464.75万 | 减仓 |
| OKLO | OKLO INC | $2,922.31万 | 0.29% | 589,294 | -73,282 | -11.1% | -$363.41万 | 重新持有 |
| GFL | GFL ENVIRONMENTAL INC-SUB VT | $2,848.02万 | 0.29% | 682,650 | 97,304 | 16.6% | $405.95万 | 加仓 |
| SYM | SYMBOTIC INC | $2,789.89万 | 0.28% | 524,415 | 70,423 | 15.5% | $374.65万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,636.38万 | 0.26% | 285,384 | 5,356 | 1.9% | $49.48万 | 加仓 |
| EXP | EAGLE MATERIALS INC | $2,611.38万 | 0.26% | 137,840 | -157,805 | -53.4% | -$2,989.62万 | 减仓 |
| TER | TERADYNE INC | $2,602.03万 | 0.26% | 87,770 | 11,872 | 15.6% | $351.96万 | 加仓 |