Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Hood River New Opportunities Fund Manager Directed Portfolios · 110 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Hood River New Opportunities Fund |
|---|---|
| Applied Digital Corp | 4.73 % |
| Comfort Systems USA Inc | 3.51 % |
| MasTec Inc | 3.16 % |
| DigitalOcean Holdings Inc | 2.90 % |
| Dave Inc | 2.69 % |
| Insmed Inc | 2.20 % |
| Bloom Energy Corp | 2.12 % |
| XPO Inc | 2.10 % |
| FirstCash Holdings Inc | 2.03 % |
| Ondas Inc | 1.76 % |
| Butterfly Network Inc | 1.68 % |
| Semtech Corp | 1.66 % |
| Lumentum Holdings Inc | 1.65 % |
| Babcock & Wilcox Enterprises Inc | 1.65 % |
| Kratos Defense & Security Solutions, Inc. | 1.62 % |
| Knight-Swift Transportation Holdings Inc | 1.48 % |
| QXO Inc | 1.45 % |
| Krystal Biotech Inc | 1.40 % |
| Symbotic Inc | 1.34 % |
| Guardant Health Inc | 1.32 % |
| Teradyne Inc | 1.26 % |
| GFL Environmental Inc | 1.24 % |
| NRG Energy Inc | 1.22 % |
| Rush Street Interactive Inc | 1.21 % |
| Lattice Semiconductor Corp | 1.14 % |
| Praxis Precision Medicines Inc | 1.13 % |
| Take-Two Interactive Software Inc | 1.11 % |
| Slide Insurance Holdings Inc | 1.09 % |
| Madrigal Pharmaceuticals Inc | 1.06 % |
| FTAI Aviation Ltd | 1.05 % |
1 funds, 110 lines read.