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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 8, 2026 | Hood River Capital – International Opportunity Fund | 28.8% | - | EDR.MC, KIOXF, MDA.TO, SGHC | active management, AI, emerging markets, international, Japan, semiconductors, small caps, stock selection | EDR.MC SGHC MDA.TO KIOXF |
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| 2024 Q2 | Jun 30, 2024 | Farrer 36 Asset Management | - | - | EDR.MC, EVO.ST, GOOGL, HWDN.L, NASDAQ:IAC, PAGS, SE | Buybacks, concentrated, global, long-term, Transformation, underperformance, value | Sea Limited dominates Southeast Asian e-commerce and has grown revenues 140% since initial investment. The company has achieved profitability in Southeast Asia while building its financial services arm. Despite competition from TikTok Shop, Sea has cemented its market position. | View | |
| 2023 Q4 | Feb 2, 2024 | Immersion Investment Partners | 9.6% | 9.6% | EDR.MC, GFF, PBPB | execution, mispricing, small caps, turnaround, value | eDreams Odigeo is transforming into the first subscription-led online travel agency with 5.1 million Prime members, generating recurring cash flow and circumventing middlemen like Google. The company delivered strong Q2 results with revenue and EBITDA up 19% and 66% respectively, showing significant margin expansion potential. | ALTG|AREN|CVGI|PBPB|QBTS|QMCO|SCOR|TURN AAGFF EDR.MC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Fund Letters | Hood River Capital - International Opportunity Fund | eDreams ODIGEO | Travel Services | Internet & Direct Marketing Retail | Bull | Bolsas y Mercados Españoles (Madrid) | Consumer Discretionary, Europe, Geographic Expansion, Latin America, Membership Platform, Online Travel, recurring revenue, subscription model, Travel Technology | View Pitch |
| Apr 28, 2026 | Fund Letters | Immersion Investment Partners | eDreams Odigeo | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | Madrid Stock Exchange | cash generation, Europe, margin expansion, Mobile Bookings, Online Travel Agency, recurring revenue, subscription model, Travel Technology | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||