# Portfolio overlap — BDFIX vs CCASX

Comparing **BARON DISCOVERY FUND** (2026-03-31) and **CONESTOGA SMALL CAP FUND** (2026-03-31).

- Shared positions: 10
- BARON DISCOVERY FUND covered by CONESTOGA SMALL CAP FUND: 0.1588519016836386014783510911
- CONESTOGA SMALL CAP FUND covered by BARON DISCOVERY FUND: 0.1588519016836386014783510911

## 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 |  |

## CONESTOGA SMALL CAP FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LEMAITRE VASCULAR INC | 0.046170 |  |
| RBC BEARINGS INC | 0.046001 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.044455 | ✓ |
| ESCO TECHNOLOGIES INC | 0.042449 |  |
| BALCHEM CORP | 0.042439 |  |
| DIGI INTL INC | 0.040838 |  |
| FIRSTSERVICE-WI | 0.039122 |  |
| NOVANTA INC | 0.037202 | ✓ |
| CONSTRUCTION PARTNERS INC CL A | 0.034288 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.032366 | ✓ |
| MERIT MEDICAL SYSTEMS INC | 0.031506 |  |
| CSW INDUSTRI INC | 0.030227 |  |
| DESCARTES SYS | 0.029812 |  |
| MERCURY SYSTEMS INC | 0.028262 | ✓ |
| Stevanato Group S.p.A. ORD SHS | 0.026743 |  |
| FED SIGNAL CORP | 0.026422 |  |
| REPLIGEN CORP | 0.025581 | ✓ |
| SPX TECHNOLOGIES INC | 0.024980 |  |
| HELIOS TECHNOLOGIES INC | 0.024855 |  |
| EXPONENT INC | 0.023860 |  |
| AAON INC | 0.022826 | ✓ |
| VERICEL CORP | 0.022214 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.021325 |  |
| MSA SAFETY INC | 0.020584 |  |
| UL SOLUTIONS INC CL A | 0.019590 |  |
| SIMPSON MFG | 0.019369 |  |
| BLACKLINE INC | 0.018437 |  |
| AZENTA INC | 0.017333 |  |
| Q2 HOLDINGS INC | 0.016542 |  |
| AGILYSYS INC | 0.014148 |  |
| KADANT INC | 0.013671 |  |
| UNIVERSAL TECHNI | 0.013425 |  |
| ARTIVION INC | 0.011827 |  |
| WD-40 CO | 0.011232 |  |
| MIRION TECHNOLOGIES INC-A | 0.010316 |  |
| TRANSCAT INC | 0.010230 |  |
| WORKIVA INC | 0.010110 |  |
| NCINO INC | 0.009186 |  |
| KARMAN HOLDINGS INC | 0.008671 | ✓ |
| LEGENCE CORP-A | 0.007058 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.006457 |  |
| ENPRO INDUSTRIES INC | 0.005876 | ✓ |
| BADGER METER INC | 0.005660 | ✓ |
| CRANE NXT CO | 0.004309 |  |
| MSILF Government Portfolio - Class Advisory | 0.002027 |  |


## 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 `0000910472-26-008382` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1175813/000091047226008382/0000910472-26-008382-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/>_