Hood River Capital Management’s Q3 2025 Investor Letter
Hood River Capital Management, an investment management company, released its third-quarter 2025 investor letter for “International Opportunity Fund”.
| Fund Name: | Hood River Capital Management |
| Manager | David Swank |
| Portfolio Value | $9,977,096,194 |
| Change This QTR | +1.09% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | APLD | 23,075,612 | $547,815,029 | +5% | 5.49% | ||
| 2. | MTZ | 1,295,385 | $416,777,170 | -13% | 4.18% | ||
| 3. | FIX | 249,385 | $343,899,421 | +2% | 3.45% | ||
| 4. | DOCN | 3,487,118 | $299,124,982 | +207% | 3% | ||
| 5. | XPO | 1,159,830 | $225,644,927 | +1% | 2.26% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2026-05-15 | ||||
| 2026-05-15 | ||||
| 2026-02-17 | ||||
| 2026-02-17 | ||||
| 2026-02-17 |