# Portfolio overlap — BCSFX vs FDHT

Comparing **Brown Capital Management International Small Company Fund** (2026-03-31) and **Fidelity Digital Health ETF** (2025-09-30).

- Shared positions: 2
- Brown Capital Management International Small Company Fund covered by Fidelity Digital Health ETF: 0.04744154838529788597559194909
- Fidelity Digital Health ETF covered by Brown Capital Management International Small Company Fund: 0.04744154838529788597559194909

## Brown Capital Management International Small Company Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DESCARTES SYSTEMS GROUP INC/THE | 0.046727 |  |
| KINAXIS INC | 0.046233 |  |
| REA GROUP LTD COMMON STOCK | 0.044924 |  |
| INTERPARFUMS SA | 0.044137 |  |
| SECTRA AB-B | 0.044067 | ✓ |
| AJ BELL PLC | 0.041610 |  |
| TOWA PHARMA CO | 0.040212 |  |
| HIDAY HIDAKA CORP | 0.039718 |  |
| Camtek, Ltd./Israel | 0.037269 |  |
| AMBU A/S-B | 0.034872 |  |
| VusionGroup | 0.034724 |  |
| AZIMUT HOLDING | 0.034247 |  |
| HEMNET GROUP AB | 0.029807 |  |
| LECTRA | 0.029660 |  |
| SOFTWARE SERVICE | 0.027914 |  |
| HUB24 LTD | 0.027822 |  |
| GMO PAYMENT GATEWAY INC | 0.026360 |  |
| PRO MEDICUS LTD | 0.025258 | ✓ |
| MIPS AB | 0.025159 |  |
| ATOSS SOFTWARE | 0.024595 |  |
| TECHNOLOGY ONE LTD COMMON STOCK | 0.024474 |  |
| Global-e Online Ltd. | 0.023584 |  |
| COMMSTCK | 0.022763 |  |
| WISETECH GLOBAL | 0.022437 |  |
| DR LAL PATHLABS | 0.022344 |  |
| CRISIL LTD | 0.021765 |  |
| NAYAX LTD | 0.020606 |  |
| PLANISWARE SA | 0.019829 |  |
| STRATEC SE | 0.016197 |  |
| KINGDEE INTL SFT | 0.015961 |  |
| EVOTEC SE | 0.015837 |  |
| KAKAKU.COM INC COMMON STOCK | 0.014919 |  |
| VICTREX PLC | 0.014403 |  |
| RIGHTMOVE PLC COMMON STOCK GBP.001 | 0.014146 |  |
| FIRST AM-TR OB-X | 0.011656 |  |
| PAYPOINT PLC | 0.011004 |  |
| SMS | 0.002760 |  |

## Fidelity Digital Health ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VEEVA SYSTEMS-A | 0.049677 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.045636 |  |
| INTUITIVE SURGICAL INC | 0.044310 |  |
| KONINKLIJKE PHIL | 0.043317 |  |
| INSULET CORP | 0.040212 |  |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.038705 |  |
| DEXCOM INC | 0.037600 |  |
| HIMS & HERS HEAL | 0.036308 |  |
| FISHER & PAYKEL | 0.034672 |  |
| PRO MEDICUS LTD | 0.034118 | ✓ |
| DOXIMITY INC-A | 0.032499 |  |
| JD HEALTH INTERN | 0.030852 |  |
| MASIMO CORP | 0.027152 |  |
| MAXIMUS INC | 0.024479 |  |
| ALIBABA HEALTH | 0.024005 |  |
| IRHYTHM TECHNOLOGIES INC | 0.023817 |  |
| SECTRA AB-B | 0.022183 | ✓ |
| APPLE INC | 0.021274 |  |
| WAYSTAR HOLDING CORP | 0.019541 |  |
| THE CIGNA GROUP | 0.019039 |  |
| PREMIER INC-CL A | 0.017989 |  |
| NIHON KOHDEN | 0.016315 |  |
| CORVEL CORP | 0.015808 |  |
| CLEARPOINT NEURO INC | 0.015792 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.015520 |  |
| PING AN HEALTHCA | 0.015490 |  |
| SHOP APOTHEKE EU | 0.014781 |  |
| CATAPULT SPORTS | 0.014679 |  |
| NOVOCURE LTD | 0.014648 |  |
| TELADOC HEALTH INC | 0.014279 |  |
| OMNICELL INC | 0.013715 |  |
| ASTRANA HEALTH INC | 0.012773 |  |
| PHREESIA INC | 0.011812 |  |
| RaySearch Laboratories AB (publ) | 0.011764 |  |
| JMDC INC | 0.011600 |  |
| TANDEM DIABETES CARE INC | 0.011489 |  |
| EVOLENT HEALTH INC A | 0.011348 |  |
| HEALTHSTREAM INC | 0.010910 |  |
| YIDU TECH INC | 0.010233 |  |
| TALKSPACE INC CL A | 0.009084 |  |
| OPTIMIZERX CORP | 0.008904 |  |
| GUARDIAN PHARMACY SERVICES INC | 0.008842 |  |
| ZUR ROSE GROUP A | 0.008791 |  |
| GOODRX HOLDINGS INC | 0.008662 |  |
| SENSEONICS HOLDINGS INC | 0.008187 |  |
| LIFEMD INC | 0.008127 |  |
| DELCATH SYSTEMS | 0.007994 |  |
| TRUBRIDGE INC | 0.007521 |  |
| MULTIPLAN CORP CL A | 0.007233 |  |
| HEALTH CATALYST INC | 0.006310 |  |


## Sources

- N-PORT (fund A) — accession `0000869351-26-000034` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/869351/000086935126000034/0000869351-26-000034-index.htm>
- N-PORT (fund B) — accession `0000035402-25-002122` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540225002122/0000035402-25-002122-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_
