# Portfolio overlap — CHUSX vs SPECX

Comparing **Alger Global Equity Fund** (2026-01-30) and **ALGER SPECTRA FUND** (2026-01-30).

- Shared positions: 14
- Alger Global Equity Fund covered by ALGER SPECTRA FUND: 0.2859646374452221556837252865
- ALGER SPECTRA FUND covered by Alger Global Equity Fund: 0.2859646374452221556837252864

## Alger Global Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.058379 | ✓ |
| BROADCOM INC | 0.052160 | ✓ |
| NVIDIA CORP | 0.046296 | ✓ |
| META PLATFORMS INC CL A | 0.045974 | ✓ |
| HITACHI LTD | 0.038707 |  |
| GE VERNOVA LLC | 0.035174 | ✓ |
| RHEINMETALL AG | 0.034577 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.033387 | ✓ |
| Ascendis Pharma A/S | 0.032126 | ✓ |
| MIZUHO FINANCIAL | 0.032095 |  |
| HSBC HOLDINGS PL | 0.030873 |  |
| AXOS FINANCIAL INC | 0.030793 |  |
| SHOPIFY INC CL A | 0.030390 | ✓ |
| Short-Term Investment | 0.029364 | ✓ |
| CRH PLC | 0.028663 |  |
| FINECOBANK SPA | 0.028472 |  |
| KONGSBERG GRUPP | 0.027297 |  |
| COCA-COLA HBC AG | 0.027133 |  |
| WALMART INC | 0.026276 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.025558 |  |
| PROSUS NV | 0.023820 |  |
| INTUITIVE SURGICAL INC | 0.023638 | ✓ |
| BWX TECHNOLOGIES INC | 0.022455 |  |
| Nebius Group NV, Class A | 0.019290 | ✓ |
| MTU AERO ENGINES | 0.018652 |  |
| MONGODB INC CL A | 0.018000 | ✓ |
| ENSIGN GROUP INC | 0.017810 |  |
| STRYKER CORP | 0.017575 |  |
| SK HYNIX INC | 0.016007 |  |
| VISTRA CORP | 0.015581 |  |
| UCB SA | 0.015360 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.015167 |  |
| HYUNDAI ELECTRIC | 0.014730 |  |
| NINTENDO CO LTD | 0.014611 |  |
| FTAI AVIATION LTD | 0.013503 |  |
| MERCADOLIBRE INC | 0.012962 | ✓ |
| ELEMENT FLEET MA | 0.010951 |  |
| DESCARTES SYS | 0.008233 |  |
| ASTERA LABS INC | 0.007963 | ✓ |

## ALGER SPECTRA FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.142225 | ✓ |
| MICROSOFT CORP | 0.101292 |  |
| AMAZON.COM INC | 0.078607 | ✓ |
| META PLATFORMS INC CL A | 0.068349 | ✓ |
| APPLE INC | 0.054746 |  |
| ALPHABET INC CL C | 0.040738 |  |
| TESLA INC | 0.035702 |  |
| BROADCOM INC | 0.031492 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.031395 | ✓ |
| APPLOVIN CORP | 0.031134 |  |
| Nebius Group NV, Class A | 0.027943 | ✓ |
| HEICO CORP CL A | 0.019134 |  |
| GFL ENVIRONM-SUB | 0.018205 |  |
| WESTERN DIGITAL CORP | 0.017257 |  |
| QXO INC | 0.016672 |  |
| TALEN ENERGY CORP | 0.016346 |  |
| NATERA INC | 0.014881 |  |
| Databricks, Inc. Series J | 0.013534 |  |
| SEA LTD ADR | 0.012018 |  |
| INTUITIVE SURGICAL INC | 0.011162 | ✓ |
| CONSTELLATION ENERGY CORP | 0.011083 |  |
| ASTERA LABS INC | 0.010706 | ✓ |
| GE VERNOVA LLC | 0.010556 | ✓ |
| CAMECO CORP | 0.010006 |  |
| MONGODB INC CL A | 0.007256 | ✓ |
| SHOPIFY INC CL A | 0.007119 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.007073 |  |
| Abivax SA SPONSORED ADS | 0.006826 |  |
| UNITEDHEALTH GRP | 0.006700 |  |
| ROCKET COS INC-A | 0.006678 |  |
| MERCADOLIBRE INC | 0.006277 | ✓ |
| REPLIGEN CORP | 0.005754 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.005709 |  |
| CLOUDFLARE INC-A | 0.005551 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.005377 |  |
| CARDINAL HEALTH INC | 0.005295 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.005152 |  |
| CARVANA CO CL A | 0.005052 |  |
| BIOGEN INC | 0.004969 |  |
| VERTIV HOLDINGS CO | 0.004850 |  |
| DUPONT DE NEMOURS INC | 0.004707 |  |
| SPHERE ENTERTAINMENT CO | 0.004674 |  |
| MARTIN MAR MTLS | 0.004603 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.004598 |  |
| NETFLIX INC | 0.004527 |  |
| Figure AI Inc Class C | 0.004501 |  |
| SB Technology, Inc. Series E Preferred Stock | 0.004317 |  |
| MP MATERIALS CORP | 0.003677 |  |
| SNOWFLAKE INC CL A | 0.003512 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.003414 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-011707` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/1219064/000094040026011707/0000940400-26-011707-index.htm>
- N-PORT (fund B) — accession `0000940400-26-011713` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/92751/000094040026011713/0000940400-26-011713-index.htm>

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