Hood River Capital Management’s Alpha and Omega Semiconductor AOSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,986,142	Closed	-$49.4M	–	150
2025 Q1	$49.4M	Buy	1,986,142 +847,545	+74%	+$21.1M	0.84%	52
2024 Q4	$42.2M	Buy	+1,138,597	New	+$42.2M	0.62%	70
2021 Q2	–	Sell	-686,848	Closed	-$22.5M	–	115
2021 Q1	$22.5M	Buy	+686,848	New	+$22.5M	0.72%	55