# Portfolio overlap — CTSIX vs JSJIX

Comparing **Calamos Timpani Small Cap Growth Fund** (2026-01-31) and **Small Cap Dynamic Growth Fund** (2026-02-28).

- Shared positions: 14
- Calamos Timpani Small Cap Growth Fund covered by Small Cap Dynamic Growth Fund: 0.1842280380648664428806632945
- Small Cap Dynamic Growth Fund covered by Calamos Timpani Small Cap Growth Fund: 0.1842280380648664428806632945

## Calamos Timpani Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LUMENTUM HOLDINGS INC | 0.040604 |  |
| MAMA'S CREATIONS INC | 0.028111 |  |
| TAT TECHNOLOGIES LTD | 0.026192 |  |
| GUARDANT HEALTH INC | 0.026185 | ✓ |
| NPK INTERNATIONAL INC | 0.025899 | ✓ |
| SITIME CORP | 0.025318 |  |
| MERCURY SYSTEMS INC | 0.023895 | ✓ |
| RED VIOLET INC | 0.021568 |  |
| RUSH STREET INTERACTIVE INC | 0.021500 |  |
| JFROG LTD | 0.021241 |  |
| MAREX GROUP PLC | 0.019394 |  |
| ADV ENERGY INDS | 0.019365 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.019090 |  |
| PIPER SANDLER COS | 0.018540 | ✓ |
| DAVE INC | 0.018455 |  |
| FIVE BELOW INC | 0.017980 |  |
| GRAHAM CORPORATION | 0.017721 |  |
| ARGAN INC | 0.017147 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.016776 | ✓ |
| LIGAND PHARMACEUTICALS | 0.016693 |  |
| CIENA CORP | 0.016331 |  |
| BOOT BARN HOLDINGS INC | 0.016265 | ✓ |
| LIGHTPATH TECHNOLOGIES CL A | 0.016010 |  |
| HERC HOLDINGS INC | 0.015862 |  |
| BRIDGEBIO PHARMA INC | 0.014875 | ✓ |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.014701 |  |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.013620 |  |
| ULTRA CLEAN HOLDINGS INC | 0.013455 |  |
| LINDBLAD EXPEDITIONS HOLDINGS | 0.013378 |  |
| EXTREME NETWORKS INC | 0.013115 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.012839 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.012725 |  |
| CECO ENVIRONMNTL | 0.012611 |  |
| VIAVI SOLUTIONS INC | 0.012082 | ✓ |
| OWLET INC | 0.012064 |  |
| FTAI AVIATION LTD | 0.012049 |  |
| IRADIMED CORP | 0.011356 |  |
| OPTIMIZERX CORP | 0.011248 |  |
| AMPRIUS TECHNOLOGIES INC | 0.011018 |  |
| US ANTIMONY CORP | 0.010846 |  |
| ASTRONICS CORP | 0.010833 |  |
| ICHOR HOLDINGS LTD | 0.010749 |  |
| ADMA BIOLOGICS INC | 0.010706 |  |
| DIGITALOCEAN HOLDINGS INC | 0.010477 |  |
| GENEDX HOLDINGS CORP-A | 0.010449 | ✓ |
| PLANET LABS PBC A | 0.009957 |  |
| INSMED INC | 0.009771 | ✓ |
| VISHAY PRECISION GROUP INC | 0.008490 |  |
| MANNKIND CORP | 0.008379 |  |
| TOWER SEMICONDCT | 0.008234 |  |

## Small Cap Dynamic Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CASEY'S GENERAL | 0.036753 |  |
| ENSIGN GROUP INC | 0.036448 |  |
| RBC BEARINGS INC | 0.035992 |  |
| VSE CORP | 0.033782 |  |
| SSC GOVERNMENT MM GVMXX   / | 0.032368 |  |
| ADV ENERGY INDS | 0.028951 | ✓ |
| SPX TECHNOLOGIES INC | 0.028838 |  |
| FABRINET | 0.028273 |  |
| VIAVI SOLUTIONS INC | 0.025734 | ✓ |
| Nova Measuring Instruments Ltd | 0.025634 |  |
| FIRSTCASH HOLDINGS INC | 0.025559 |  |
| AAR CORP | 0.024816 |  |
| INTERDIGITAL INC | 0.024098 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.022990 |  |
| PLEXUS CORP | 0.022970 |  |
| LITTELFUSE INC | 0.022663 |  |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.021673 |  |
| NEXTRACKER INC CL A | 0.021176 |  |
| BLOOM ENERGY CORP CL A | 0.021158 |  |
| BRIDGEBIO PHARMA INC | 0.019719 | ✓ |
| STIFEL FINANCIAL CORP | 0.019637 |  |
| ARGAN INC | 0.019534 | ✓ |
| RAMBUS INC | 0.018808 | ✓ |
| GUARDANT HEALTH INC | 0.018508 | ✓ |
| CRANE CO | 0.018149 |  |
| STERLING INFRASTRUCTURE INC | 0.017767 | ✓ |
| FIRST FINL BANKSHARES INC | 0.017122 |  |
| MERCURY SYSTEMS INC | 0.016863 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.016300 |  |
| GARRETT MOTION INC | 0.016096 |  |
| PIPER SANDLER COS | 0.015721 | ✓ |
| MIRION TECHNOLOGIES INC-A | 0.015465 |  |
| ICHOR HOLDINGS L | 0.015309 |  |
| OSI SYSTEMS INC | 0.014871 |  |
| HEALTHEQUITY INC | 0.014636 |  |
| MOELIS & CO-CL A | 0.013437 |  |
| CASELLA WASTE SYS INC CL A | 0.012998 |  |
| AXSOME THERAPEUTICS INC | 0.012765 |  |
| SENSIENT TECHNOLOGIES CORP | 0.012672 |  |
| VALLEY NATL BANCORP | 0.012669 |  |
| NPK INTERNATIONAL INC | 0.012339 | ✓ |
| BOOT BARN HOLDINGS INC | 0.012101 | ✓ |
| NOVANTA INC | 0.011764 |  |
| PROTAGONIST THERAPEUTICS INC | 0.011221 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.011145 |  |
| RHYTHM PHARMACEUTICALS INC | 0.010554 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.009670 |  |
| RADNET INC | 0.008880 |  |
| INSMED INC | 0.008717 | ✓ |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.007923 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-034373` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/826732/000141036826034373/0001410368-26-034373-index.htm>
- N-PORT (fund B) — accession `0001193125-26-184515` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1331971/000119312526184515/0001193125-26-184515-index.htm>

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