Hood River Capital Management LLC 13F 持仓 · 2026年Q2
Hood River Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 166 只证券，申报市值合计 137.92 亿美元。前几大持仓：APLD（6.09%）、DOCN（4.78%）、MTZ（3.54%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APLD | APPLIED DIGITAL CORP | $840.0M | 6.09% | 22.5M | 减持 |
| 2 | DOCN | DIGITALOCEAN HOLDINGS INC | $659.6M | 4.78% | 4.2M | 增持 |
| 3 | MTZ | MASTEC INC | $488.4M | 3.54% | 1.2M | 减持 |
| 4 | DAVE | DAVE INC | $411.4M | 2.98% | 1.1M | 减持 |
| 5 | BE | BLOOM ENERGY CORP- A | $407.4M | 2.95% | 1.3M | 减持 |
| 6 | SMTC | SEMTECH CORP | $364.2M | 2.64% | 2.3M | 减持 |
| 7 | XPO | XPO INC | $266.4M | 1.93% | 1.3M | 增持 |
| 8 | FCFS | FIRSTCASH HOLDINGS INC | $264.3M | 1.92% | 1.2M | 增持 |
| 9 | KRYS | KRYSTAL BIOTECH INC | $246.6M | 1.79% | 663,375 | 增持 |
| 10 | KNX | KNIGHT-SWIFT TRANSPORTATION | $238.1M | 1.73% | 3.1M | 增持 |
| 11 | LITE | LUMENTUM HOLDINGS INC | $225.5M | 1.63% | 262,757 | 减持 |
| 12 | LSCC | LATTICE SEMICONDUCTOR CORP | $224.8M | 1.63% | 1.5M | 增持 |
| 13 | LIVN | LIVANOVA PLC | $211.0M | 1.53% | 2.6M | 增持 |
| 14 | GH | GUARDANT HEALTH INC | $209.3M | 1.52% | 1.4M | 增持 |
| 15 | AAOI | APPLIED OPTOELECTRONICS INC | $206.3M | 1.50% | 1.4M | 增持 |
| 16 | BW | BABCOCK & WILCOX ENTERPR | $193.0M | 1.40% | 13.7M | 增持 |
| 17 | XMTR | XOMETRY INC-A | $191.9M | 1.39% | 2.0M | 增持 |
| 18 | HUT | HUT 8 CORP | $190.7M | 1.38% | 1.7M | 减持 |
| 19 | RXO | RXO INC | $178.7M | 1.30% | 6.5M | 增持 |
| 20 | KTOS | KRATOS DEFENSE & SECURITY | $156.4M | 1.13% | 3.1M | 增持 |
| 21 | CUBI | CUSTOMERS BANCO | $153.6M | 1.11% | 1.9M | 增持 |
| 22 | CLH | CLEAN HARBORS INC | $149.0M | 1.08% | 498,747 | 增持 |
| 23 | ALHC | ALIGNMENT HEALTHCARE INC | $147.3M | 1.07% | 6.2M | 增持 |
| 24 | BB | BLACKBERRY LTD | $147.7M | 1.07% | 11.7M | 减持 |
| 25 | BAND | BANDWIDTH INC-CLASS A | $145.3M | 1.05% | 2.3M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR