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Portfolio (Quarterly) Guide ↗

Hood River Capital Management LLC

· CIK 0001578177
13F Portfolio $10.0B AUM 170 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 97 Added 32 Reduced 39 Exited
Page 9 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BABA ALIBABA GROUP HOLDING SP ADR Consumer Cyclical 3,485.0 $437K 0.00% +3K +1277.5% $125.46 -4.6%
162 TIGO MILLICOM INTL CELLULAR S.A. Communication Services 5,700.0 $427K 0.00% NEW $74.94 +12.3%
163 VALE VALE SA-SP ADR Basic Materials 10,906.0 $174K 0.00% +10K +738.9% $15.91 -5.6%
164 EMBJ EMBRAER SA-SPON ADR Industrials 2,316.0 $137K 0.00% +2K +1347.5% $59.34 -4.2%
165 GDS GDS HOLDINGS LTD - ADR Technology 2,300.0 $93K 0.00% NEW $40.29 -13.6%
166 BIDU BAIDU INC - SPON ADR Communication Services 708.0 $79K 0.00% +663.0 +1473.3% $111.42 +6.8%
167 IMVT IMMUNOVANT INC Healthcare 100.0 $2K $24.84 +23.6%
Page 9 of 9  ·  167 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.0%
Technology 26.5%
Healthcare 21.1%
Financial Services 7.3%
Consumer Cyclical 7.2%
Consumer Defensive 2.6%
Energy 2.1%
Basic Materials 1.9%
Communication Services 0.7%
Utilities 0.6%