# Portfolio overlap — BDFIX vs ALMAX

Comparing **BARON DISCOVERY FUND** (2026-03-31) and **ALGER WEATHERBIE SPECIALIZED GROWTH FUND** (2026-01-30).

- Shared positions: 11
- BARON DISCOVERY FUND covered by ALGER WEATHERBIE SPECIALIZED GROWTH FUND: 0.1713003378868013982754890097
- ALGER WEATHERBIE SPECIALIZED GROWTH FUND covered by BARON DISCOVERY FUND: 0.1713003378868013982754890097

## BARON DISCOVERY FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LIBERTY LIVE HOLDINGS INC C | 0.041301 |  |
| ADV ENERGY INDS | 0.040886 |  |
| DYNATRACE INC | 0.039339 |  |
| LOAR HOLDINGS INC | 0.030208 | ✓ |
| GUIDEWIRE SOFTWARE INC | 0.029610 |  |
| CAREDX INC | 0.027430 |  |
| FORGENT POWER SOLUTIONS INC | 0.026560 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.026353 | ✓ |
| WAYSTAR HOLDING CORP | 0.026253 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.025849 |  |
| HEARTFLOW INC | 0.025769 |  |
| WYNN RESORTS LTD | 0.023456 |  |
| NOVANTA INC | 0.022803 | ✓ |
| TEXAS ROADHOUSE INC | 0.022341 |  |
| REPLIGEN CORP | 0.021278 |  |
| CASELLA WASTE SYS INC CL A | 0.021206 | ✓ |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.020499 | ✓ |
| BIRKENSTOCK HOLDING LTD | 0.020099 |  |
| PRIMO BRANDS CORP A | 0.019572 |  |
| KARMAN HOLDINGS INC | 0.019116 |  |
| TEMPUS AI INC-A | 0.019083 |  |
| SITIME CORP | 0.019053 | ✓ |
| MERCURY SYSTEMS INC | 0.019051 |  |
| PROCORE TECHNOLOGIES INC | 0.018808 |  |
| STEPSTONE GROUP INC CLASS A | 0.018108 | ✓ |
| DRAFTKINGS INC | 0.017835 |  |
| AAON INC | 0.017202 |  |
| ALKAMI TECHNOLOGY INC | 0.017063 |  |
| KINSALE CAPITAL GROUP INC | 0.016911 |  |
| BADGER METER INC | 0.016589 |  |
| SERVICETITAN INC-A | 0.016542 |  |
| ENPRO INDUSTRIES INC | 0.015757 |  |
| WINGSTOP INC | 0.015341 | ✓ |
| STEVANATO GROUP SPA | 0.015258 |  |
| BILLIONTOONE INC | 0.014943 |  |
| NOVA LTD | 0.014424 |  |
| Brunello Cucinelli SpA | 0.014419 |  |
| GCI LIBERTY INC. - CL C | 0.014120 |  |
| FLOOR & DECOR-A | 0.012739 |  |
| VARONIS SYSTEMS INC | 0.012554 |  |
| SENTINELONE INC | 0.011646 |  |
| TWFG INC (CLASS A) | 0.011347 |  |
| INDIE SEMICONDUCTOR INC | 0.011162 |  |
| ARCUTIS BIOTHERAPEUTICS INC | 0.011039 |  |
| RBC BEARINGS INC | 0.010753 |  |
| NETSKOPE INC-A | 0.010569 |  |
| IRHYTHM TECHNOLOGIES INC | 0.010125 | ✓ |
| VERACYTE INC | 0.009965 | ✓ |
| ON HOLDING AG | 0.009542 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A | 0.009533 |  |

## ALGER WEATHERBIE SPECIALIZED GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AAR CORP | 0.056855 |  |
| FIRSTSERVICE-WI | 0.054895 |  |
| STEPSTONE GROUP INC CLASS A | 0.046632 | ✓ |
| ARTIVION INC | 0.041819 |  |
| CASELLA WASTE SYS INC CL A | 0.039331 | ✓ |
| SEMTECH CORP | 0.038826 |  |
| VSE CORP | 0.037305 |  |
| ACADIA PHARMACEUTICALS INC | 0.032845 |  |
| RADNET INC | 0.032463 |  |
| TUTOR PERINI CORP | 0.032358 |  |
| PROGYNY INC | 0.028552 |  |
| HAMILTON LANE INC - A | 0.026506 |  |
| PLANET FITNESS INC CL A | 0.026023 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.025187 | ✓ |
| VERACYTE INC | 0.023523 | ✓ |
| UPSTART HOLDINGS INC | 0.022721 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.021988 |  |
| LOAR HOLDINGS INC | 0.020321 | ✓ |
| NOVANTA INC | 0.019579 | ✓ |
| CADRE HOLDINGS I | 0.018851 |  |
| PALOMAR HOLDINGS | 0.018842 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.018745 | ✓ |
| Short-Term Investment | 0.018654 |  |
| FIRST ADVANTAGE CORP | 0.018028 |  |
| FIRST WATCH RESTAURANT GROUP INC | 0.017884 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.017755 | ✓ |
| NCINO INC | 0.017679 |  |
| LEGENCE CORP-A | 0.017352 |  |
| STERLING INFRASTRUCTURE INC | 0.017225 |  |
| IRHYTHM TECHNOLOGIES INC | 0.016845 | ✓ |
| WINGSTOP INC | 0.016401 | ✓ |
| IMPINJ INC | 0.014723 |  |
| PIPER SANDLER COS | 0.014107 |  |
| GLAUKOS CORP | 0.014001 |  |
| COMPASS INC - A | 0.013508 |  |
| RXO INC | 0.010909 |  |
| AGILYSYS INC | 0.009877 |  |
| XOMETRY INC-A | 0.009479 |  |
| NEOGEN CORP | 0.008758 |  |
| ULTRAGENYX PHARMA INC | 0.008730 |  |
| VERRA MOBILITY CORP | 0.007115 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.006804 |  |
| STRIDE INC | 0.006151 |  |
| DIGITALOCEAN HOLDINGS INC | 0.005822 |  |
| VERTEX INC - CLASS A | 0.005454 |  |
| CARDINAL INFRA-A | 0.005410 |  |
| Accelerant Holdings, Class A | 0.005288 |  |
| INMODE LTD | 0.005179 |  |
| SITIME CORP | 0.004602 | ✓ |
| YORK SPACE SYSTE | 0.001087 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-049913` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810902/000141036826049913/0001410368-26-049913-index.htm>
- N-PORT (fund B) — accession `0000940400-26-011730` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/3521/000094040026011730/0000940400-26-011730-index.htm>

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