Hood River
Our archive holds 8 letters from Hood River, behind 6 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
Get an email when this fund publishes its next letter
8 strategies
Hood River publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
- Hood River CM Emerging Markets Fund1
Emerging markets Mega-cap · 10 companies
- Hood River CM International Opportunity Fund1
International Opportunistic · 9 companies
- Hood River CM New Opportunities Fund1
Opportunistic
- Hood River CM Small Cap Growth Fund1
Small-cap Growth · 1 companies
- Hood River Emerging Markets Fund1
Emerging markets
- Hood River International Opportunity Fund1
International Opportunistic · 1 companies
- Hood River New Opportunities Fund1
Opportunistic
- Hood River Small Cap Growth Fund1
Small-cap Growth
What they bought and sold · 1 move
- AddedeDreams ODIGEOJune 2026
“After being out of the portfolio, the company was added back during the quarter as subscription momentum improved and the opportunity to expand beyond its core European markets became more visible.”
Read the letter
Companies held · 13
Every company Hood River has disclosed a position in across our archive, with the letter that last mentioned it.
- ASE Technology HoldingJun 2026
- Delta ElectronicsJun 2026
- eDreams ODIGEOJun 2026
- GigaDevice SemiconductorJun 2026
- Kioxia HoldingsJun 2026
- MDA SpaceJun 2026
- MediaTekJun 2026
- Samsung Electro-MechanicsJun 2026
- Samsung ElectronicsJun 2026
- SK HynixJun 2026
- Super GroupJun 2026
- Taiwan SemiconductorJun 2026
- Zhongji InnolightJun 2026
Theses · 6
- June 2026
MDA Space manufactures satellites and space systems, with a key Globalstar contract and exposure to the infrastructure behind satellite networks.
Read the full thesis - June 2026
Kioxia Holdings is a leading NAND flash and SSD supplier benefiting from AI-driven storage demand, stronger pricing, and improving volumes.
Read the full thesis - June 2026
eDreams ODIGEO has a subscription-based travel model with Prime, expanding internationally and targeting long-term subscriber growth.
Read the full thesis - June 2026
Samsung Electro-Mechanics benefits from an improving MLCC cycle driven by AI servers, automotive, and other higher-value applications.
Read the full thesis - June 2026
Leader Harmonious Drive Systems provides leveraged exposure to robotics and humanoid automation through its leading position in precision reducers and actuators.
Read the full thesis - March 2026
Zedcor Inc. is a Canadian provider of mobile AI-enabled security towers with strong demand, operating leverage, and U.S. expansion that supports upside potential.
Read the full thesis
Letter archive · 8
2026
- Jun 2026Hood River CM International Opportunity Fund
- Jun 2026Hood River CM New Opportunities Fund
- Jun 2026Hood River CM Small Cap Growth Fund
- Jun 2026Hood River CM Emerging Markets Fund
- Mar 2026Hood River Small Cap Growth Fund
- Mar 2026Hood River New Opportunities Fund
- Mar 2026Hood River International Opportunity Fund
- Mar 2026Hood River Emerging Markets Fund
Get Hood River’s next letter the day it lands
We track Hood River alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.
View plans→