Hood River New Opportunities Fund (HRNOX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 15.83% of fund assets.
Hood River New Opportunities Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HRNOX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
APPLIED MATERIALS INC /DE
|
15.83% | $104,272,756.26 | 104,272,756 |
|
-
Applied Digital Corp.
|
4.73% | $31,178,121.84 | 1,313,316 |
|
-
COMFORT SYSTEMS USA INC
|
3.51% | $23,138,073.21 | 16,779 |
|
-
FIRST AMERICAN TREASURY OBLIGA
|
3.28% | $21,598,243.09 | 21,598,243 |
|
-
MASTEC INC
|
3.16% | $20,830,734.56 | 64,744 |
|
-
DigitalOcean Holdings, Inc.
|
2.90% | $19,130,055.14 | 223,013 |
|
-
Dave Inc./DE
|
2.69% | $17,746,386.42 | 101,938 |
|
-
INSMED Inc
|
2.20% | $14,483,784.00 | 88,575 |
|
-
Bloom Energy Corp
|
2.12% | $13,952,760.20 | 102,980 |
|
-
XPO, Inc.
|
2.10% | $13,820,442.90 | 71,038 |
|
-
FirstCash Holdings, Inc.
|
2.03% | $13,347,624.00 | 70,998 |
|
-
Ondas Inc.
|
1.76% | $11,614,176.16 | 1,284,754 |
|
-
Butterfly Network, Inc.
|
1.68% | $11,099,564.68 | 2,747,417 |
|
-
SEMTECH CORP
|
1.66% | $10,955,364.09 | 142,481 |
|
-
Lumentum Holdings Inc.
|
1.65% | $10,867,480.64 | 15,464 |
|
-
Babcock & Wilcox Enterprises, Inc.
|
1.65% | $10,848,271.20 | 738,480 |
|
-
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
|
1.62% | $10,690,444.16 | 151,616 |
|
-
Knight-Swift Transportation Holdings Inc.
|
1.48% | $9,745,818.06 | 169,257 |
|
-
QXO, Inc.
|
1.45% | $9,525,801.30 | 490,515 |
|
-
Krystal Biotech, Inc.
|
1.40% | $9,203,166.64 | 35,627 |
|
-
Symbotic Inc.
|
1.34% | $8,847,958.00 | 166,315 |
|
-
Guardant Health, Inc.
|
1.32% | $8,703,655.62 | 94,226 |
|
-
TERADYNE, INC
|
1.26% | $8,276,273.82 | 27,917 |
|
-
GFL Environmental Inc.
|
1.24% | $8,197,062.16 | 196,478 |
|
-
NRG ENERGY, INC.
|
1.22% | $8,036,677.02 | 54,993 |
|
-
Rush Street Interactive, Inc.
|
1.21% | $7,943,861.25 | 365,235 |
|
-
LATTICE SEMICONDUCTOR CORP
|
1.14% | $7,534,059.96 | 81,221 |
|
-
Praxis Precision Medicines, Inc.
|
1.13% | $7,467,075.44 | 23,176 |
|
-
TAKE TWO INTERACTIVE SOFTWARE INC
|
1.11% | $7,295,650.00 | 36,940 |
|
-
Slide Insurance Holdings, Inc.
|
1.09% | $7,162,164.00 | 397,898 |
|
-
MADRIGAL PHARMACEUTICALS, INC.
|
1.06% | $6,965,815.29 | 13,307 |
|
-
FTAI Aviation Ltd.
|
1.05% | $6,920,760.00 | 28,248 |
|
-
PTC THERAPEUTICS, INC.
|
1.02% | $6,748,821.54 | 99,058 |
|
-
Hut 8 Corp.
|
1.02% | $6,689,225.27 | 142,597 |
|
-
SharkNinja, Inc.
|
0.99% | $6,497,600.40 | 61,356 |
|
-
Scholar Rock Holding Corp
|
0.95% | $6,284,319.44 | 127,834 |
|
-
ANTERO RESOURCES Corp
|
0.94% | $6,218,436.12 | 146,523 |
|
-
Unity Software Inc.
|
0.94% | $6,167,838.62 | 281,123 |
|
-
APi Group Corp
|
0.92% | $6,052,958.64 | 149,382 |
|
-
CAVA GROUP, INC.
|
0.92% | $6,049,216.60 | 74,774 |
|
-
NEUROCRINE BIOSCIENCES INC
|
0.88% | $5,798,931.32 | 44,018 |
|
-
Rocket Lab Corp
|
0.88% | $5,775,368.82 | 89,931 |
|
-
Comstock Inc.
|
0.84% | $5,508,540.95 | 1,806,079 |
|
-
ESCO TECHNOLOGIES INC
|
0.84% | $5,504,159.94 | 19,562 |
|
-
Customers Bancorp, Inc.
|
0.83% | $5,453,404.88 | 78,568 |
|
-
AtriCure, Inc.
|
0.79% | $5,175,170.82 | 181,394 |
|
-
ACI WORLDWIDE, INC.
|
0.78% | $5,159,058.00 | 125,800 |
|
-
Amprius Technologies, Inc.
|
0.77% | $5,096,154.18 | 302,263 |
|
-
Protagonist Therapeutics, Inc
|
0.77% | $5,083,442.00 | 48,230 |
|
-
MKS INC
|
0.76% | $5,018,131.16 | 21,836 |
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