# Hood River New Opportunities Fund

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.

## Profile

- Series ID: S000086255
- Registrant: Manager Directed Portfolios
- LEI: 529900TR41M9QT3U9N96
- Net assets: $658.8M
- Total assets: $763.7M
- As of: 2026-03-31

## Advisers

- [Hood River Capital Management LLC (Advisor)](https://search.stillhousedata.com/firm/166089)

## Top holdings (116 reported)

_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](https://search.stillhousedata.com/security/038169207) | — | $31.2M | 473.27% |
| [Comfort Systems USA Inc](https://search.stillhousedata.com/security/199908104) | — | $23.1M | 351.22% |
| [First American Treasury Obliga](https://search.stillhousedata.com/security/31846V328) | — | $21.6M | 327.85% |
| [MasTec Inc](https://search.stillhousedata.com/security/576323109) | — | $20.8M | 316.20% |
| [DigitalOcean Holdings Inc](https://search.stillhousedata.com/security/25402D102) | — | $19.1M | 290.38% |
| [Dave Inc](https://search.stillhousedata.com/security/23834J201) | — | $17.7M | 269.38% |
| [Insmed Inc](https://search.stillhousedata.com/security/457669307) | — | $14.5M | 219.86% |
| [Bloom Energy Corp](https://search.stillhousedata.com/security/093712107) | — | $14.0M | 211.80% |
| [XPO Inc](https://search.stillhousedata.com/security/983793100) | — | $13.8M | 209.79% |
| [FirstCash Holdings Inc](https://search.stillhousedata.com/security/33768G107) | — | $13.3M | 202.61% |
| [Ondas Inc](https://search.stillhousedata.com/security/68236H204) | — | $11.6M | 176.30% |
| [Butterfly Network Inc](https://search.stillhousedata.com/security/124155102) | — | $11.1M | 168.49% |
| [Semtech Corp](https://search.stillhousedata.com/security/816850101) | — | $11.0M | 166.30% |
| [Lumentum Holdings Inc](https://search.stillhousedata.com/security/55024U109) | — | $10.9M | 164.96% |

## Net asset history

| 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 |

## More

- [Registrant: Manager Directed Portfolios](https://search.stillhousedata.com/registrant/1359057)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000086255.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.