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 | $9,121,716,552 |
| Change This QTR | +1.08% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | APLD | 22,037,431 | $540,357,808 | +5% | 5.92% | ||
| 2. | MTZ | 1,483,661 | $322,503,392 | -10% | 3.54% | ||
| 3. | Dave Inc. | 1,115,931 | $247,078,283 | +4% | 2.71% | ||
| 4. | FIX | 245,857 | $229,455,880 | +2% | 2.52% | ||
| 5. | KTOS | 2,745,472 | $208,408,780 | +2% | 2.28% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2026-02-17 | ||||
| 2026-02-17 | ||||
| 2026-02-17 | ||||
| 2026-02-17 | ||||
| 2026-02-17 |