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Lance Cannon, Brian Smoluch, David Swank — Institutional Investor Profile | Buyside Digest

Lance Cannon, Brian Smoluch, David Swank

Institutional Investor • Hood River Capital - International Opportunity Fund

Value

$6.9B

Stocks

51 Stocks (51 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

APLD(7.46%) MTZ(5.67%) FIX(4.68%) CMG(4.68%) DOCN(4.07%)

About Investor

The Hood River International Opportunity Fund is managed by four co-founding portfolio managers: Brian P. Smoluch, David G. Swank, Lance Cannon, and Rohan Kumar. Hood River Capital Management LLC was co-founded in 2013 by these four individuals, who hold degrees from prestigious universities. The management team's collective experience spans over two decades in proprietary fundamental research, with a particular focus on exploiting inefficiencies in small-cap equity markets. Their collaborative approach to portfolio management reflects a shared investment philosophy developed through years of working together in the investment management industry. The fund was incorporated on September 28, 2021 and has achieved exceptional performance recognition, receiving a Morningstar Rating of 5 stars for the three-year period as of January 31, 2026, ranking in the top 1-2 percentile among peer funds.

Investor Philosophy

Investment philosophy details pending verification.

Lance Cannon, Brian Smoluch, David Swank Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
APLD	None	Applied Digital Corporation	Information Technology	$547.8M	7.5%	No Change
MTZ	None	Vail Resorts Inc.	Industrials	$416.8M	5.7%	No Change
FIX	None	Comfort Systems USA, Inc.	Industrials	$343.9M	4.7%	No Change
CMG	None	Chipotle Mexican Grill	Consumer Discretionary	$343.9M	4.7%	No Change
DOCN	None	DigitalOcean Holdings, Inc.	Information Technology	$299.1M	4.1%	No Change
XPO	None	XPO, Inc.	Industrials	$225.6M	3.1%	No Change
BE	None	Bloom Energy Corporation	Industrials	$213.6M	2.9%	No Change
FCFS	None	FirstCash Holdings, Inc.	Financials	$213.2M	2.9%	No Change
DAVE	None	Dave & Buster's	Information Technology	$199.5M	2.7%	No Change
LITE	None	Lumentum Holdings Inc.	Information Technology	$193.7M	2.6%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Industrials25.9%

Information Technology23.4%

General17.2%

Health Care14.4%

Consumer Discretionary6.9%

Sector	Stocks	Value	Exposure
Industrials	9	$1901.7M	25.9%
Information Technology	9	$1719.5M	23.4%
General	12	$1262.1M	17.2%
Health Care	10	$1054.6M	14.4%
Consumer Discretionary	3	$510.0M	6.9%
Technology	3	$369.4M	5.0%
Financials	3	$369.1M	5.0%
Consumer Staples	1	$80.4M	1.1%
Materials	1	$79.4M	1.1%