# Portfolio overlap — BDFIX vs WAAEX

Comparing **BARON DISCOVERY FUND** (2026-03-31) and **Wasatch Small Cap Growth Fund** (2026-03-31).

- Shared positions: 11
- BARON DISCOVERY FUND covered by Wasatch Small Cap Growth Fund: 0.1714076389689544795409581838
- Wasatch Small Cap Growth Fund covered by BARON DISCOVERY FUND: 0.1714076389689544795409581837

## 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 |  |

## Wasatch Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HEALTHEQUITY INC | 0.048011 |  |
| RBC BEARINGS INC | 0.043752 | ✓ |
| ENSIGN GROUP INC | 0.043450 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.042809 | ✓ |
| NOVA LTD | 0.037222 | ✓ |
| MEDPACE HOLDINGS INC | 0.036154 |  |
| CAMTEK LTD | 0.033554 |  |
| FABRINET | 0.033325 |  |
| PJT PARTNERS INC | 0.032952 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.031321 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.030403 |  |
| ADDUS HOMECARE CORP | 0.029368 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.029249 |  |
| PAYLOCITY HOLDING CORP | 0.026209 |  |
| PAYMENTUS HOLDINGS INC CL A | 0.026187 |  |
| FIVE BELOW INC | 0.026147 |  |
| AAON INC | 0.025235 | ✓ |
| UFP TECHNOLOGIES INC | 0.024732 |  |
| VALVOLINE INC | 0.024098 |  |
| GLOBAL-E ONLINE LTD | 0.023403 |  |
| LOAR HOLDINGS INC | 0.023180 | ✓ |
| PROCORE TECHNOLOGIES INC | 0.021600 | ✓ |
| AGILYSYS INC | 0.021460 |  |
| JFROG LTD | 0.021372 |  |
| LIMBACH HOLDINGS INC | 0.020750 |  |
| SHIFT4 PAYMENTS INC | 0.020155 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.018421 |  |
| FRESHPET INC | 0.018328 |  |
| STEPSTONE GROUP INC CLASS A | 0.017669 | ✓ |
| XPEL INC | 0.017466 |  |
| FLOOR & DECOR-A | 0.016095 | ✓ |
| DUTCH BROS INC-A | 0.015661 |  |
| SHAKE SHACK INC - CLASS A | 0.014280 |  |
| AXOGEN INC | 0.013039 | ✓ |
| Johnnie-O Holdings, Inc. | 0.011702 |  |
| BILLIONTOONE INC | 0.011668 | ✓ |
| TRANSMEDICS GROUP INC | 0.011451 |  |
| PENNANT GROUP-WI | 0.011059 |  |
| PATTERN GROUP INC | 0.010652 |  |
| REPLIGEN CORP | 0.010186 | ✓ |
| GOOSEHEAD INSURANCE | 0.009647 |  |
| ESPERION THERAPEUTICS INC NEW | 0.008717 |  |
| VITAL FARMS INC | 0.007862 |  |


## 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 `0001410368-26-042275` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/806633/000141036826042275/0001410368-26-042275-index.htm>

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_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._

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