Hood River Small-Cap Growth Fund is a registered fund series of Manager Directed Portfolios (series S000012813). Net assets $5.2B as of 2026-03-31.
Showing 15 of 115 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | — | $945.0M | 1816.05% |
| Applied Digital Corp | — | $291.0M | 559.26% |
| MasTec Inc | — | $232.0M | 445.85% |
| Comfort Systems USA Inc | — | $176.6M | 339.29% |
| DigitalOcean Holdings Inc | — | $157.4M | 302.56% |
| XPO Inc | — | $118.6M | 227.82% |
| FirstCash Holdings Inc | — | $110.7M | 212.72% |
| Bloom Energy Corp | — | $110.3M | 211.99% |
| Lumentum Holdings Inc | — | $104.9M | 201.50% |
| Kratos Defense & Security Solu | — | $103.5M | 198.85% |
| Dave Inc | — | $93.6M | 179.93% |
| Semtech Corp | — | $92.0M | 176.85% |
| Babcock & Wilcox Enterprises I | — | $88.6M | 170.33% |
| Krystal Biotech Inc | — | $85.2M | 163.70% |
| QXO Inc | — | $84.9M | 163.17% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $5.2B |
| 2025-12-31 | $4.9B |
| 2025-09-30 | $4.6B |
| 2025-06-30 | $3.9B |
| 2025-03-31 | $3.3B |
| 2024-12-31 | $3.9B |
| 2024-09-30 | $3.5B |
| 2024-06-30 | $2.6B |