Hood River
Hood River CM International Opportunity Fund
International Opportunistic
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Hood River for every strategy.
What it bought and sold
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.
Also held
Its investment theses
- MDA SpaceJun 2026MDA Space manufactures satellites and space systems, with a key Globalstar contract and exposure to the infrastructure behind satellite networks.
- Kioxia HoldingsJun 2026Kioxia Holdings is a leading NAND flash and SSD supplier benefiting from AI-driven storage demand, stronger pricing, and improving volumes.
- eDreams ODIGEOJun 2026eDreams ODIGEO has a subscription-based travel model with Prime, expanding internationally and targeting long-term subscriber growth.