| 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 |
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 | Kioxia Holdings | Other | Semiconductors & Semiconductor Equipment | Bull | Japan Exchange Group (Tokyo Stock Exchange) | AI infrastructure, data center, Enterprise Storage, Japan, memory chips, NAND flash memory, semiconductors, Solid State Drives, technology hardware | 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. | ||||||||