Hood River

Mar 2026 → Jun 2026 · 8 funds

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.

Hood River’s own letters page

Letters

Companies

Moves

Theses

What they bought and sold · 1 move

AddedeDreams ODIGEO
June 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.”
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Companies held · 13

Every company Hood River has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 6

MDA Space
June 2026
MDA Space manufactures satellites and space systems, with a key Globalstar contract and exposure to the infrastructure behind satellite networks.
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Kioxia Holdings
June 2026
Kioxia Holdings is a leading NAND flash and SSD supplier benefiting from AI-driven storage demand, stronger pricing, and improving volumes.
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eDreams ODIGEO
June 2026
eDreams ODIGEO has a subscription-based travel model with Prime, expanding internationally and targeting long-term subscriber growth.
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Samsung Electro-Mechanics Co Ltd
June 2026
Samsung Electro-Mechanics benefits from an improving MLCC cycle driven by AI servers, automotive, and other higher-value applications.
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Leader Harmonious Drive Systems
June 2026
Leader Harmonious Drive Systems provides leveraged exposure to robotics and humanoid automation through its leading position in precision reducers and actuators.
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Zedcor Inc.
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.
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Letter archive · 8

2026

Funds · 8

Hood River CM Emerging Markets Fund1
Hood River CM International Opportunity Fund1
Hood River CM New Opportunities Fund1
Hood River CM Small Cap Growth Fund1
Hood River Emerging Markets Fund1
Hood River International Opportunity Fund1
Hood River New Opportunities Fund1
Hood River Small Cap Growth Fund1

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