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Hood River资本管理 · 13F 持仓分析
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Hood River资本管理

Hood River Capital Management LLCNo.478 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$137.92亿
环比变动 Q1 2026
+$38.48亿+38.7%
持仓股票数
166
新买入
34
加仓
92
减仓
38
清仓
34
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AAPPLIED DIGITALAPLD
6.09%5.51%$8.40亿2,251.9万股$5.48亿2,307.6万股-55.7万股-2.41%减仓
DDIGITALOCEANDOCN
4.78%3.01%$6.60亿420.1万股$2.99亿348.7万股+71.4万股+20.46%加仓
MMASTECMTZ
3.54%4.19%$4.88亿117.4万股$4.17亿129.5万股-12.1万股-9.38%减仓
DAVEDAVE
2.98%2.01%$4.11亿110.4万股$1.99亿114.6万股-4.2万股-3.63%减仓
Bloom EnergyBE
2.95%2.15%$4.07亿134.6万股$2.14亿157.6万股-23.0万股-14.62%减仓
SSEMTECHSMTC
2.64%1.77%$3.64亿225.0万股$1.76亿228.8万股-3.7万股-1.62%减仓
XPOXPO
1.93%2.27%$2.66亿129.7万股$2.26亿116.0万股+13.8万股+11.87%加仓
FIRSTCASHFCFS
1.92%2.14%$2.64亿122.2万股$2.13亿113.4万股+8.8万股+7.76%加仓
KRYSTAL BIOTECHKRYS
1.79%1.61%$2.47亿66.3万股$1.60亿62.0万股+4.4万股+7.07%加仓
KNIGHT-SWIFT TRANSN CL AKNX
1.73%1.55%$2.38亿305.8万股$1.54亿267.7万股+38.1万股+14.24%加仓
LumentumLITE
1.63%1.95%$2.25亿26.3万股$1.94亿27.6万股-1.3万股-4.67%减仓
LLATTICE SEMICONDUCTORLSCC
1.63%1.21%$2.25亿147.0万股$1.20亿129.3万股+17.6万股+13.65%加仓
LIVANOVALIVN
1.53%0.41%$2.11亿256.5万股$4,045.8万63.7万股+192.9万股+303.03%加仓
Guardant HealthGH
1.52%1.22%$2.09亿139.5万股$1.21亿131.0万股+8.5万股+6.51%加仓
APPLIED OPTOELECTRONICSAAOI
1.5%1.09%$2.06亿139.3万股$1.08亿127.6万股+11.7万股+9.17%加仓
BBABCOCK & WILCOX ENTERPRISESBW
1.4%1.71%$1.93亿1,369.0万股$1.70亿1,160.4万股+208.6万股+17.98%加仓
XOMETRYXMTR
1.39%0.46%$1.92亿198.8万股$4,593.4万112.5万股+86.4万股+76.79%加仓
HHUT 8HUT
1.38%0.87%$1.91亿165.2万股$8,648.2万184.4万股-19.2万股-10.40%减仓
RRXORXO
1.3%0.65%$1.79亿647.9万股$6,509.1万445.2万股+202.6万股+45.51%加仓
KKRATOS DEFENSE & SEC SOLUTIOKTOS
1.13%1.92%$1.56亿313.8万股$1.91亿271.5万股+42.3万股+15.59%加仓
CUSTOMERS BANCORPCUBI
1.11%1.21%$1.54亿194.2万股$1.20亿173.1万股+21.1万股+12.17%加仓
CLEAN HARBORSCLH
1.08%0.36%$1.49亿49.9万股$3,563.3万12.4万股+37.4万股+301.33%加仓
BBLACKBERRY LTD FBB
1.07%0.39%$1.48亿1,167.3万股$3,848.0万1,187.7万股-20.4万股-1.72%减仓
AALIGNMENT HEALTHCAREALHC
1.07%1.07%$1.47亿618.5万股$1.07亿605.4万股+13.0万股+2.15%加仓
BBANDWIDTH INC COM CL ABAND
1.05%$1.45亿229.6万股$00股+229.6万股新买入
PRAXIS PRECISION MEDICINES IPRAX
1.03%1.16%$1.42亿42.5万股$1.16亿35.9万股+6.7万股+18.56%加仓
PTC THERAPEUTICSPTCT
1.03%1.14%$1.42亿173.9万股$1.13亿166.5万股+7.4万股+4.45%加仓
GGRANITE CONSTRSPHB
1%1.07%$1.38亿87.1万股$1.07亿88.9万股-1.8万股-2.05%减仓
UUnityU
0.98%0.99%$1.35亿473.6万股$9,859.3万449.4万股+24.2万股+5.40%加仓
RRUSH STREET INTERACTIVERSI
0.96%0.8%$1.32亿445.4万股$7,941.4万365.1万股+80.3万股+22.00%加仓
SCHOLAR ROCKSRRK
0.89%1.01%$1.22亿222.5万股$1.01亿205.0万股+17.5万股+8.54%加仓
ACI WORLDWIDEACIW
0.85%0.99%$1.17亿233.0万股$9,806.8万239.1万股-6.1万股-2.57%减仓
EESCO TECHNOLOGIESESE
0.84%0.86%$1.16亿33.0万股$8,557.6万30.4万股+2.6万股+8.60%加仓
InsmedINSM
0.82%1.13%$1.13亿105.7万股$1.13亿68.9万股+36.8万股+53.49%加仓
RED CATRCAT
0.82%0.4%$1.13亿1,057.8万股$3,970.2万303.3万股+754.5万股+248.77%加仓
BUTTERFLY NETWORKBFLY
0.81%0.35%$1.11亿1,319.0万股$3,482.8万862.1万股+456.9万股+53.00%加仓
CCAVACAVA
0.8%0.96%$1.10亿140.6万股$9,541.7万117.9万股+22.7万股+19.23%加仓
PPROTAGONIST THERAPEUTICSPTGX
0.78%0.88%$1.08亿88.3万股$8,740.7万82.9万股+5.3万股+6.45%加仓
AAPI COM STKAPG
0.78%0.96%$1.08亿253.9万股$9,508.3万234.7万股+19.2万股+8.19%加仓
DraftKingsDKNG
0.78%0.1%$1.07亿424.5万股$981.8万45.4万股+379.1万股+834.91%加仓
LIFE TIMELTH
0.76%0.71%$1.04亿255.0万股$7,070.4万262.4万股-7.5万股-2.85%减仓
BridgeBioBBIO
0.73%0.94%$1.00亿134.8万股$9,394.5万126.5万股+8.2万股+6.52%加仓
SITIMESITM
0.72%0.7%$9,968.1万13.4万股$7,002.0万20.3万股-6.9万股-34.06%减仓
AXSOME THERAPEUTICSAXSM
0.71%0.63%$9,856.3万40.3万股$6,279.1万37.2万股+3.1万股+8.39%加仓
ONDASONDS
0.7%0.93%$9,631.2万1,168.8万股$9,276.7万1,026.2万股+142.6万股+13.90%加仓
KKARMANKRMN
0.69%1.04%$9,564.6万191.6万股$1.03亿128.9万股+62.7万股+48.67%加仓
TTTM TECHNOLOGIESTTMI
0.68%0.51%$9,383.1万50.2万股$5,031.1万51.6万股-1.5万股-2.85%减仓
AEROVIRONMENTAVAV
0.68%$9,314.1万56.4万股$00股+56.4万股新买入
WESBANCOWSBC
0.67%0.7%$9,239.7万236.7万股$6,946.1万201.4万股+35.3万股+17.55%加仓
ARROWHEAD PHARMACEUTICALS INARWR
0.66%0.67%$9,135.2万112.1万股$6,624.5万105.7万股+6.4万股+6.08%加仓

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