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Hood River Small-Cap Growth Fund | HRSMXMutual Fund | |
| Manager Directed Portfolios | |
| Last update 2025-06-23 | 100 Stocks (17 new) |
| Value $3.29 Bil | Turnover 19 % |
Hood River Small-Cap Growth Fu... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACIW | ACI Worldwide Inc | 1,945,893 | 106,459.8 | 0% | 3.240 | 0% | 1.850 | -10.85% | -12.31% | 4,775.0 | Software | |
MTZ | MasTec Inc | 891,319 | 104,025.8 | -0.06% | 3.170 | 0% | 1.130 | +52.20% | +27.73% | 13,720.4 | Construction | |
HCI | HCI Group Inc | 622,926 | 92,959.3 | 0% | 2.830 | 0% | 5.390 | -0.95% | +23.36% | 1,650.4 | Insurance | |
INSM | Insmed Inc | 897,913 | 68,501.8 | 0% | 2.090 | 0% | 0.470 | +44.47% | +49.07% | 19,549.8 | Biotechnology | |
APLD | Applied Digital Corp | 12,052,738 | 67,736.4 | +30.97% | 2.060 | +0.49% | 5.360 | +171.71% | +43.32% | 2,464.5 | Software | |
ALHC | Alignment Healthcare Inc | 3,449,672 | 64,232.9 | +13.05% | 1.960 | +0.23% | 1.740 | -32.05% | +9.69% | 2,441.4 | Healthcare Plans | |
NFE | New Fortress Energy Inc | 6,987,968 | 58,070.0 | +30.89% | 1.770 | +0.42% | 2.550 | -16.56% | -73.02% | 1,118.7 | Oil & Gas | |
WAL | Western Alliance Bancorp | 744,084 | 57,168.0 | +9.87% | 1.740 | +0.16% | 0.670 | +26.17% | -0.88% | 9,058.7 | Banks | |
KNF | Knife River Holding Co | 631,500 | 56,967.6 | +22.73% | 1.730 | +0.32% | 1.110 | -8.15% | -20.16% | 4,597.3 | Building Materials | |
VSH | Vishay Intertechnology Inc | 3,456,036 | 54,951.0 | +63.52% | 1.670 | +0.65% | 2.550 | +57.74% | +4.73% | 2,374.9 | Semiconductors |
Hood River Small-Cap Growth Fund's Historical Top Holdings Breakdowns
Hood River Small-Cap Growth Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FTAI | FTAI Aviation Ltd | 2025-03-31 | Reduce Reduce | -3.51% | 83.79 ($118.16) 174.02 | $110.92 | -6.13% | Reduce -76.72% | 284,793 | -938,377 | |
SMTC | Semtech Corp | 2025-03-31 | Reduce Reduce | -1.70% | 31.44 ($49.33) 77.15 | $51.47 | 4.34% | Reduce -53.03% | 934,570 | -1,055,222 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Reduce Reduce | -1.60% | 496.65 ($585.29) 710.01 | $720.74 | 23.14% | Reduce -70.91% | 42,515 | -103,645 | |
DIOD | Diodes Inc | 2025-03-31 | Sold Out Sold Out | -1.25% | 43.17 ($53.97) 65.74 | $54.38 | 0.76% | Sold Out | 0 | -776,501 | |
VSCO | Victoria's Secret & Co | 2025-03-31 | Sold Out Sold Out | -1.23% | 16.25 ($29.4) 41.86 | $21.14 | -28.10% | Sold Out | 0 | -1,144,837 | |
SG | Sweetgreen Inc | 2025-03-31 | Reduce Reduce | -1.14% | 21.47 ($27.6) 34.94 | $15.22 | -44.86% | Reduce -82.96% | 282,537 | -1,375,522 | |
GTLS | Chart Industries Inc | 2025-03-31 | New Buy New Buy | +0.97% | 141.99 ($184.15) 218.35 | $168.19 | -8.67% | New holding | 221,264 | 221,264 | |
TMDX | TransMedics Group Inc | 2025-03-31 | New Buy New Buy | +0.91% | 56.73 ($68.78) 79.42 | $105.60 | 53.53% | New holding | 446,513 | 446,513 | |
FCFS | FirstCash Holdings Inc | 2025-03-31 | New Buy New Buy | +0.88% | 102.59 ($113.4) 120.32 | $133.50 | 17.72% | New holding | 240,389 | 240,389 | |
LITE | Lumentum Holdings Inc | 2025-03-31 | Add Add | +0.87% | 57.41 ($76.95) 100.38 | $99.63 | 29.47% | Add 205.12% | 680,118 | 457,217 |
Hood River Small-Cap Growth Fund Total Holding History ($B)
Hood River Small-Cap Growth Fund's Asset Allocation
Hood River Small-Cap Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Hood River Small-Cap Growth Fund's Hypothetical Growth since 2025-03-31
Hood River Small-Cap Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hood River Small-Cap Growth Fund's Holdings Heat Map
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Hood River Small-Cap Growth Fund's Holdings Bubble Chart
Hood River Small-Cap Growth Fund News
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