# Portfolio overlap — BFTIX vs HACAX

Comparing **BARON FIFTH AVENUE GROWTH FUND** (2026-03-31) and **Harbor Capital Appreciation Fund** (2026-01-31).

- Shared positions: 16
- BARON FIFTH AVENUE GROWTH FUND covered by Harbor Capital Appreciation Fund: 0.4367260976845323008337548569
- Harbor Capital Appreciation Fund covered by BARON FIFTH AVENUE GROWTH FUND: 0.4367260976845323008337548569

## BARON FIFTH AVENUE GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.135883 | ✓ |
| AMAZON.COM INC | 0.088757 | ✓ |
| SPACE EXPLORATION TECHNOLOGIES | 0.075609 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.070742 | ✓ |
| ALPHABET INC CL A | 0.066513 | ✓ |
| META PLATFORMS INC CL A | 0.065093 | ✓ |
| SHOPIFY INC CL A | 0.047423 | ✓ |
| CLOUDFLARE INC-A | 0.042284 | ✓ |
| TESLA INC | 0.041389 | ✓ |
| SAMSARA INC-CL A | 0.036927 |  |
| ASML HOLDING-NY | 0.030157 |  |
| INTUITIVE SURGICAL INC | 0.030004 | ✓ |
| MERCADOLIBRE INC | 0.029259 | ✓ |
| KKR & CO INC | 0.028928 |  |
| DATADOG INC CL A | 0.028863 | ✓ |
| MONOLITHIC POWER SYS INC | 0.028337 |  |
| ARGENX SE SPONSORED ADR | 0.027028 |  |
| SNOWFLAKE INC CL A | 0.025253 | ✓ |
| BROADCOM INC | 0.025001 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.021590 | ✓ |
| ILLUMINA INC | 0.016736 |  |
| COUPANG INC A | 0.016436 |  |
| LILLY ELI and CO | 0.010559 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009359 | ✓ |
| FIGMA INC-CL A | 0.001512 |  |
| GRAIL INC | 0.000357 |  |

## Harbor Capital Appreciation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.109300 | ✓ |
| AMAZON.COM INC | 0.076819 | ✓ |
| BROADCOM INC | 0.066521 | ✓ |
| MICROSOFT CORP | 0.064089 |  |
| APPLE INC | 0.061372 |  |
| META PLATFORMS INC CL A | 0.041167 | ✓ |
| ALPHABET INC CL C | 0.040835 |  |
| LILLY ELI and CO | 0.040629 | ✓ |
| ALPHABET INC CL A | 0.038484 | ✓ |
| TESLA INC | 0.036226 | ✓ |
| BOEING CO/THE | 0.022362 |  |
| MASTERCARD INC CL A | 0.020025 |  |
| GENERAL ELECTRIC CO | 0.019939 |  |
| VISA INC-CLASS A | 0.019248 |  |
| WALMART INC | 0.018626 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.018322 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.017372 |  |
| COSTCO WHOLESALE CORP | 0.016817 |  |
| NETFLIX INC | 0.016762 |  |
| CROWDSTRIKE HOLDINGS INC | 0.015856 | ✓ |
| ADV MICRO DEVICE | 0.015794 |  |
| SNOWFLAKE INC CL A | 0.015641 | ✓ |
| WALT DISNEY CO/T | 0.014656 |  |
| CONSTELLATION ENERGY CORP | 0.013597 |  |
| VERTEX PHARMACEUTICALS INC | 0.012676 |  |
| AMPHENOL CORPORATION CL A | 0.012372 | ✓ |
| SHOPIFY INC CL A | 0.012145 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.011834 |  |
| INTUITIVE SURGICAL INC | 0.011709 | ✓ |
| ORACLE CORP | 0.010581 |  |
| EDWARDS LIFESCIENCES CORP | 0.010316 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009656 |  |
| O'REILLY AUTOMOTIVE INC | 0.009416 |  |
| MERCK & CO | 0.008621 |  |
| APPLOVIN CORP | 0.008243 |  |
| SERVICENOW INC | 0.008115 |  |
| SPOTIFY TECHNOLOGY SA | 0.008011 |  |
| DATADOG INC CL A | 0.007707 | ✓ |
| INDITEX SA | 0.006400 |  |
| MERCADOLIBRE INC | 0.005539 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004532 |  |
| TJX COS INC | 0.004500 |  |
| DEXCOM INC | 0.004298 |  |
| AXON ENTERPRISE INC | 0.004076 |  |
| UBER TECHNOLOGIES INC | 0.003110 |  |
| CLOUDFLARE INC-A | 0.002892 | ✓ |
| TOAST INC-A | 0.002793 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-049930` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810902/000141036826049930/0001410368-26-049930-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033736` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/793769/000141036826033736/0001410368-26-033736-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/>_