# Portfolio overlap — BDFIX vs WCMLX

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

- Shared positions: 13
- BARON DISCOVERY FUND covered by WCM Small Cap Growth Fund: 0.1945714273807116982022089378
- WCM Small Cap Growth Fund covered by BARON DISCOVERY FUND: 0.1945714273807116982022089377

## 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 |  |

## WCM Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF Treasury Portfolio, Class Institutional | 0.034768 |  |
| ADV ENERGY INDS | 0.031528 | ✓ |
| APPLIED INDU TEC | 0.030753 |  |
| EVERCORE INC A | 0.026039 |  |
| CHEFS WAREHOUSE INC | 0.020617 |  |
| NOVANTA INC | 0.020432 | ✓ |
| SAIA INC | 0.020246 |  |
| TEXAS ROADHOUSE INC | 0.019320 | ✓ |
| REGAL REXNORD CORP | 0.018865 |  |
| AAON INC | 0.018708 | ✓ |
| EASTGROUP PROP | 0.018595 |  |
| SharkNinja Inc | 0.018556 |  |
| PRIMORIS SVCS CORP | 0.018470 |  |
| BOOT BARN HOLDINGS INC | 0.018213 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.018182 |  |
| AXSOME THERAPEUTICS INC | 0.018081 |  |
| AMERICAN HEALTHCARE REIT INC | 0.018028 |  |
| UMB FINANCIAL CORP | 0.017623 |  |
| HEALTHEQUITY INC | 0.017522 |  |
| ENSIGN GROUP INC | 0.017272 |  |
| PLANET FITNESS INC CL A | 0.017108 |  |
| AXOGEN INC | 0.017108 | ✓ |
| TOPBUILD CORP | 0.017011 |  |
| FORGENT POWER SOLUTIONS INC | 0.016955 | ✓ |
| GUARDANT HEALTH INC | 0.016724 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.016553 | ✓ |
| GLOBUS MEDICAL INC | 0.016448 |  |
| DYCOM INDUSTRIES INC | 0.015527 |  |
| DONALDSON CO INC | 0.015115 |  |
| MERCURY SYSTEMS INC | 0.014944 | ✓ |
| FABRINET | 0.014358 |  |
| RADNET INC | 0.014315 |  |
| AVIENT CORP | 0.014224 |  |
| RAMBUS INC | 0.014143 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.014132 |  |
| PERFORMANCE FOOD GROUP CO | 0.013951 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.013654 |  |
| DUCOMMUN INC | 0.013414 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.013299 | ✓ |
| ACI WORLDWIDE INC | 0.013232 |  |
| BRIDGEBIO PHARMA INC | 0.012726 |  |
| WINGSTOP INC | 0.012723 | ✓ |
| PRIMERICA INC | 0.012705 |  |
| SEMTECH CORP | 0.012598 |  |
| KYMERA THERAPEUTICS INC | 0.012573 |  |
| IRHYTHM TECHNOLOGIES INC | 0.012527 | ✓ |
| RH | 0.012354 |  |
| ARGAN INC | 0.011796 |  |
| SERVICETITAN INC-A | 0.010909 | ✓ |
| KARMAN HOLDINGS INC | 0.010587 | ✓ |


## 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 `0001193125-26-236370` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1318342/000119312526236370/0001193125-26-236370-index.htm>

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