Holdings of Hood River New Opportunities Fund
Manager Directed Portfolios · 110 declared positions · as of Mar 31, 2026
Original filing · Net assets 658.8M $ · Ten largest lines: 28.4 % of the equity sleeve
Sector breakdown
- Industrials 13.3 %
- Technology 5.5 %
- Health care 2.3 %
- Utilities 1.3 %
- Communication 1.2 %
- Consumer discretionary 0.4 %
- Energy 0.4 %
- Unattributed 75.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.4 %
- CA 2.3 %
- KY 1.5 %
- BM 1.5 %
- GG 0.2 %
- FR 0.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 100 | 596.6M $ | 94.43 % |
| CA | 3 | 14.8M $ | 2.35 % |
| KY | 2 | 9.6M $ | 1.51 % |
| BM | 3 | 9.3M $ | 1.47 % |
| GG | 1 | 1.5M $ | 0.23 % |
| FR | 1 | 67.2K $ | 0.01 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Applied Digital Corp | 1,313,316 | 31.2M $ | 4.73 % |
| Comfort Systems USA Inc | 16,779 | 23.1M $ | 3.51 % |
| MasTec Inc | 64,744 | 20.8M $ | 3.16 % |
| DigitalOcean Holdings Inc | 223,013 | 19.1M $ | 2.90 % |
| Dave Inc | 101,938 | 17.7M $ | 2.69 % |
| Insmed Inc | 88,575 | 14.5M $ | 2.20 % |
| Bloom Energy Corp | 102,980 | 14M $ | 2.12 % |
| XPO Inc | 71,038 | 13.8M $ | 2.10 % |
| FirstCash Holdings Inc | 70,998 | 13.3M $ | 2.03 % |
| Ondas Inc | 1,284,754 | 11.6M $ | 1.76 % |
| Butterfly Network Inc | 2,747,417 | 11.1M $ | 1.68 % |
| Semtech Corp | 142,481 | 11M $ | 1.66 % |
| Lumentum Holdings Inc | 15,464 | 10.9M $ | 1.65 % |
| Babcock & Wilcox Enterprises Inc | 738,480 | 10.8M $ | 1.65 % |
| Kratos Defense & Security Solutions, Inc. | 151,616 | 10.7M $ | 1.62 % |
| Knight-Swift Transportation Holdings Inc | 169,257 | 9.7M $ | 1.48 % |
| QXO Inc | 490,515 | 9.5M $ | 1.45 % |
| Krystal Biotech Inc | 35,627 | 9.2M $ | 1.40 % |
| Symbotic Inc | 166,315 | 8.8M $ | 1.34 % |
| Guardant Health Inc | 94,226 | 8.7M $ | 1.32 % |
| Teradyne Inc | 27,917 | 8.3M $ | 1.26 % |
| GFL Environmental Inc | 196,478 | 8.2M $ | 1.24 % |
| NRG Energy Inc | 54,993 | 8M $ | 1.22 % |
| Rush Street Interactive Inc | 365,235 | 7.9M $ | 1.21 % |
| Lattice Semiconductor Corp | 81,221 | 7.5M $ | 1.14 % |
| Praxis Precision Medicines Inc | 23,176 | 7.5M $ | 1.13 % |
| Take-Two Interactive Software Inc | 36,940 | 7.3M $ | 1.11 % |
| Slide Insurance Holdings Inc | 397,898 | 7.2M $ | 1.09 % |
| Madrigal Pharmaceuticals Inc | 13,307 | 7M $ | 1.06 % |
| FTAI Aviation Ltd | 28,248 | 6.9M $ | 1.05 % |
| PTC Therapeutics Inc | 99,058 | 6.7M $ | 1.02 % |
| Hut 8 Corp | 142,597 | 6.7M $ | 1.02 % |
| SharkNinja Inc | 61,356 | 6.5M $ | 0.99 % |
| Scholar Rock Holding Corp | 127,834 | 6.3M $ | 0.95 % |
| Antero Resources Corp | 146,523 | 6.2M $ | 0.94 % |
| Unity Software Inc | 281,123 | 6.2M $ | 0.94 % |
| API Group Corp | 149,382 | 6.1M $ | 0.92 % |
| Cava Group Inc | 74,774 | 6M $ | 0.92 % |
| Neurocrine Biosciences Inc | 44,018 | 5.8M $ | 0.88 % |
| Rocket Lab Corp | 89,931 | 5.8M $ | 0.88 % |
| Comstock Inc | 1,806,079 | 5.5M $ | 0.84 % |
| ESCO Technologies Inc | 19,562 | 5.5M $ | 0.84 % |
| Customers Bancorp Inc | 78,568 | 5.5M $ | 0.83 % |
| AtriCure Inc | 181,394 | 5.2M $ | 0.79 % |
| ACI Worldwide Inc | 125,800 | 5.2M $ | 0.78 % |
| Amprius Technologies Inc | 302,263 | 5.1M $ | 0.77 % |
| Protagonist Therapeutics Inc | 48,230 | 5.1M $ | 0.77 % |
| MKS Inc | 21,836 | 5M $ | 0.76 % |
| Hippo Holdings Inc | 192,485 | 5M $ | 0.76 % |
| Bridgebio Pharma Inc | 65,746 | 4.9M $ | 0.74 % |
| Rambus Inc | 55,950 | 4.8M $ | 0.73 % |
| RadNet Inc | 82,515 | 4.6M $ | 0.70 % |
| WesBanco Inc | 129,077 | 4.5M $ | 0.68 % |
| Ollie's Bargain Outlet Holdings Inc | 47,916 | 4.4M $ | 0.67 % |
| TransMedics Group Inc | 43,556 | 4.3M $ | 0.66 % |
| American Superconductor Corp | 127,029 | 4.3M $ | 0.65 % |
| Kestra Medical Technologies Ltd | 205,946 | 4.1M $ | 0.62 % |
| Ralph Lauren Corp | 11,799 | 4.1M $ | 0.62 % |
| Axsome Therapeutics Inc | 23,987 | 4.1M $ | 0.62 % |
| Kirby Corp | 29,280 | 3.9M $ | 0.59 % |
| Kura Sushi USA Inc | 54,223 | 3.8M $ | 0.57 % |
| Almonty Industries Inc | 257,055 | 3.7M $ | 0.57 % |
| VSE Corp | 19,792 | 3.6M $ | 0.55 % |
| Syndax Pharmaceuticals Inc | 153,949 | 3.6M $ | 0.55 % |
| Karman Holdings Inc | 44,296 | 3.5M $ | 0.54 % |
| BOBS DISCOUNT FURNITURE INC | 298,155 | 3.5M $ | 0.53 % |
| Arrowhead Pharmaceuticals Inc | 55,397 | 3.5M $ | 0.53 % |
| Curtiss-Wright Corp | 4,964 | 3.4M $ | 0.51 % |
| Reddit Inc | 24,653 | 3.3M $ | 0.50 % |
| Five Below Inc | 14,502 | 3.3M $ | 0.50 % |
| Palomar Holdings Inc | 26,688 | 3.2M $ | 0.48 % |
| Xometry Inc | 77,631 | 3.2M $ | 0.48 % |
| Texas Capital Bancshares Inc | 33,050 | 3.1M $ | 0.48 % |
| Ensign Group Inc/The | 15,425 | 3.1M $ | 0.47 % |
| Fabrinet | 5,860 | 3.1M $ | 0.46 % |
| DraftKings Inc | 141,312 | 3.1M $ | 0.46 % |
| Axon Enterprise Inc | 7,020 | 3M $ | 0.45 % |
| Solv Energy Inc | 98,871 | 3M $ | 0.45 % |
| LightPath Technologies Inc | 291,669 | 2.9M $ | 0.44 % |
| Ur-Energy Inc | 1,959,582 | 2.9M $ | 0.44 % |
| USA Rare Earth Inc | 190,419 | 2.9M $ | 0.44 % |
| National HealthCare Corp | 17,691 | 2.8M $ | 0.43 % |
| Nuvalent Inc | 26,187 | 2.7M $ | 0.41 % |
| Pegasystems Inc | 61,626 | 2.6M $ | 0.40 % |
| Viking Holdings Ltd | 35,679 | 2.6M $ | 0.40 % |
| Expand Energy Corp | 23,863 | 2.6M $ | 0.40 % |
| Red Cat Holdings Inc | 195,072 | 2.6M $ | 0.39 % |
| Signet Jewelers Ltd | 30,002 | 2.5M $ | 0.39 % |
| Celsius Holdings Inc | 68,682 | 2.4M $ | 0.37 % |
| Enovis Corp | 99,770 | 2.3M $ | 0.34 % |
| Once Upon a Farm PBC | 132,457 | 2.2M $ | 0.33 % |
| LivaNova PLC | 31,209 | 2M $ | 0.30 % |
| Crinetics Pharmaceuticals Inc | 53,426 | 1.9M $ | 0.29 % |
| Oklo Inc | 37,945 | 1.9M $ | 0.29 % |
| LSI Industries Inc | 99,604 | 1.9M $ | 0.28 % |
| DuPont de Nemours Inc | 39,964 | 1.8M $ | 0.28 % |
| Unusual Machines Inc /US | 141,575 | 1.8M $ | 0.27 % |
| Camping World Holdings Inc | 242,499 | 1.7M $ | 0.25 % |
| Mirum Pharmaceuticals Inc | 17,674 | 1.6M $ | 0.25 % |
| Genius Sports Ltd | 333,641 | 1.5M $ | 0.22 % |
| MiniMed Group Inc | 92,940 | 1.4M $ | 0.21 % |
| York Space Systems Inc | 60,514 | 1.3M $ | 0.20 % |
| TG Therapeutics Inc | 38,851 | 1.3M $ | 0.20 % |
| Rhythm Pharmaceuticals Inc | 13,192 | 1.1M $ | 0.17 % |
| Soleno Therapeutics Inc | 33,778 | 1.1M $ | 0.17 % |
| WaterBridge Infrastructure LLC | 41,776 | 1.1M $ | 0.17 % |
| Corvus Pharmaceuticals Inc | 62,321 | 911.8K $ | 0.14 % |
| Senseonics Holdings Inc | 59,383 | 395.5K $ | 0.06 % |
| Freshpet Inc | 3,593 | 211.8K $ | 0.03 % |
| Sequans Communications SA | 26,543 | 67.2K $ | 0.01 % |