Hood River New Opportunities Fund is a registered fund series of Manager Directed Portfolios (series S000086255). Net assets $658.8M as of 2026-03-31.
Showing 15 of 116 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | — | $104.3M | 1582.81% |
| Applied Digital Corp | — | $31.2M | 473.27% |
| Comfort Systems USA Inc | — | $23.1M | 351.22% |
| First American Treasury Obliga | — | $21.6M | 327.85% |
| MasTec Inc | — | $20.8M | 316.20% |
| DigitalOcean Holdings Inc | — | $19.1M | 290.38% |
| Dave Inc | — | $17.7M | 269.38% |
| Insmed Inc | — | $14.5M | 219.86% |
| Bloom Energy Corp | — | $14.0M | 211.80% |
| XPO Inc | — | $13.8M | 209.79% |
| FirstCash Holdings Inc | — | $13.3M | 202.61% |
| Ondas Inc | — | $11.6M | 176.30% |
| Butterfly Network Inc | — | $11.1M | 168.49% |
| Semtech Corp | — | $11.0M | 166.30% |
| Lumentum Holdings Inc | — | $10.9M | 164.96% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $658.8M |
| 2025-12-31 | $374.1M |
| 2025-09-30 | $240.9M |
| 2025-06-30 | $166.8M |
| 2025-03-31 | $111.7M |
| 2024-12-31 | $103.5M |
| 2024-09-30 | $4.3M |