# Portfolio overlap — BISCX vs EGWAX

Comparing **UBS U.S. SMALL CAP GROWTH FUND** (2025-06-30) and **Allspring Discovery Small Cap Growth Fund** (2025-06-30).

- Shared positions: 15
- UBS U.S. SMALL CAP GROWTH FUND covered by Allspring Discovery Small Cap Growth Fund: 0.1920047473387023161722980303
- Allspring Discovery Small Cap Growth Fund covered by UBS U.S. SMALL CAP GROWTH FUND: 0.1920047473387023161722980303

## UBS U.S. SMALL CAP GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.023548 |  |
| CYBER-ARK SOFTWARE LTD | 0.021822 | ✓ |
| VARONIS SYSTEMS INC | 0.021492 | ✓ |
| SHIFT4 PAYMENTS INC | 0.020037 | ✓ |
| ITRON INC | 0.019195 |  |
| STERLING INFRASTRUCTURE INC | 0.018504 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.017764 |  |
| MASTEC INC | 0.017756 |  |
| UNIVERSAL DISPLAY CORP | 0.017020 |  |
| MIRION TECHNOLOGIES INC-A | 0.016946 | ✓ |
| RADNET INC | 0.016457 | ✓ |
| SPX TECHNOLOGIES INC | 0.016099 |  |
| ROCKET LAB CORP | 0.016057 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.015956 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.015940 |  |
| WIX.COM LTD | 0.015354 | ✓ |
| LUMENTUM HOLDINGS INC | 0.014828 |  |
| HEALTHEQUITY INC | 0.014698 | ✓ |
| KIRBY CORP | 0.014672 | ✓ |
| MASIMO CORP | 0.014416 |  |
| SHAKE SHACK INC - CLASS A | 0.014261 |  |
| PRIMORIS SVCS CORP | 0.013696 |  |
| PLANET FITNESS INC CL A | 0.013525 |  |
| ATI INC | 0.013511 | ✓ |
| ON HOLDING AG | 0.013131 |  |
| AZZ INC | 0.013044 |  |
| CELSIUS HOLDINGS INC | 0.013025 |  |
| ARTIVION INC | 0.012998 |  |
| CLEAN HARBORS INC | 0.012977 |  |
| ELASTIC NV | 0.012958 |  |
| PIPER SANDLER COS | 0.012946 |  |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.012898 |  |
| COMMVAULT SYSTEMS INC | 0.012778 | ✓ |
| BOOT BARN HOLDINGS INC | 0.012751 |  |
| REGAL REXNORD CORP | 0.012677 |  |
| CHART INDUSTRIES INC | 0.012479 |  |
| GULFPORT ENERGY CORP | 0.012452 |  |
| SPROUTS FMRS MKT INC | 0.012370 |  |
| PURE STORAGE INC CL A | 0.012291 |  |
| AMBARELLA INC | 0.012214 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.012112 |  |
| TEREX CORP | 0.012023 |  |
| FRESHWORKS INC CL A | 0.011921 |  |
| DORMAN PRODUCTS INC | 0.011472 |  |
| CASELLA WASTE SYS INC CL A | 0.011197 | ✓ |
| GITLAB INC-CL A | 0.011122 |  |
| PENUMBRA INC | 0.011089 |  |
| MUELLER WATER PRODUCTS INC A | 0.011039 |  |
| FIRST BANCORP/NC | 0.010943 |  |
| VITAL FARMS INC | 0.010814 |  |

## Allspring Discovery Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COMMVAULT SYSTEMS INC | 0.029216 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.028614 | ✓ |
| IRHYTHM TECHNOLOGIES INC | 0.023560 |  |
| HEALTHEQUITY INC | 0.023422 | ✓ |
| RADNET INC | 0.022112 | ✓ |
| RBC BEARINGS INC | 0.021397 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.020827 |  |
| DUTCH BROS INC-A | 0.020621 | ✓ |
| ENSIGN GROUP INC | 0.020456 |  |
| APPLIED INDU TEC | 0.020455 |  |
| VARONIS SYSTEMS INC | 0.017643 | ✓ |
| LIBERTY MEDIA CORP LIBERTY LIVE CL C | 0.017582 |  |
| CYBER-ARK SOFTWARE LTD | 0.017441 | ✓ |
| TALEN ENERGY CORP | 0.017334 |  |
| ALLSPRING GOVERNMENT MONEY MAR | 0.017292 |  |
| SHIFT4 PAYMENTS INC | 0.017288 | ✓ |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 0.017255 |  |
| VERICEL CORP | 0.017213 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.016867 |  |
| MIRION TECHNOLOGIES INC-A | 0.016689 | ✓ |
| OPTION CARE HEALTH INC | 0.016128 |  |
| CARPENTER TECHNOLOGY CORP | 0.015134 |  |
| VERONA PHARMA PLC ADR | 0.014911 |  |
| CECO ENVIRONMNTL | 0.014832 |  |
| ARGAN INC | 0.014828 |  |
| MERCURY SYSTEMS INC | 0.014705 |  |
| PALOMAR HOLDINGS | 0.014630 |  |
| ESAB CORP | 0.014629 |  |
| LEONARDO DRS INC | 0.014458 |  |
| WINGSTOP INC | 0.014386 |  |
| FABRINET | 0.013981 |  |
| AMER SUPERCONDTR | 0.013947 |  |
| ATI INC | 0.013610 | ✓ |
| ALIGNMENT HEALTHCARE INC | 0.013410 |  |
| TAYLOR MORRISON HOME CORP | 0.013266 |  |
| LIGAND PHARMACEUTICALS | 0.012983 |  |
| DESCARTES SYS | 0.012973 |  |
| HAMILTON LANE INC - A | 0.012676 |  |
| ADMA BIOLOGICS INC | 0.012614 | ✓ |
| PEGASYSTEMS INC | 0.012587 |  |
| PARSONS CORP | 0.012449 |  |
| COVISTA INC | 0.012412 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.012344 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.012077 |  |
| KIRBY CORP | 0.011798 | ✓ |
| XOMETRY INC-A | 0.011533 |  |
| Ascendis Pharma A/S | 0.011392 |  |
| SAIA INC | 0.011188 |  |
| MODINE MFG CO | 0.010908 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.010618 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-25-205183` (as of 2025-06-30)
  <https://www.sec.gov/Archives/edgar/data/886244/000175272425205183/0001752724-25-205183-index.htm>
- N-PORT (fund B) — accession `0001752724-25-203587` (as of 2025-06-30)
  <https://www.sec.gov/Archives/edgar/data/1081400/000175272425203587/0001752724-25-203587-index.htm>

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