| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Hood River Capital – International Opportunity Fund | - | 18.0% | DKNG, GENI.L | Bottom-up, China, Europe, international, Japan, small cap, stock selection, technology | AI-related investments had a mixed quarter after huge gains earlier in the year. Stocks tied to AI, especially in hardware and semiconductors, saw cooling compared to broader international markets in Q3 despite growing demand for AI infrastructure driven by advances in generative AI models requiring massive computing power. | GENI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||