# Portfolio overlap — HSUAX vs HACAX

Comparing **Rational Dynamic Brands Fund** (2026-03-31) and **Harbor Capital Appreciation Fund** (2026-01-31).

- Shared positions: 18
- Rational Dynamic Brands Fund covered by Harbor Capital Appreciation Fund: 0.3813714559820965549293443328
- Harbor Capital Appreciation Fund covered by Rational Dynamic Brands Fund: 0.3813714559820965549293443328

## Rational Dynamic Brands Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.066925 | ✓ |
| AMAZON.COM INC | 0.054373 | ✓ |
| NETFLIX INC | 0.053877 | ✓ |
| MERCADOLIBRE INC | 0.051391 | ✓ |
| COSTCO WHOLESALE CORP | 0.051154 | ✓ |
| ALPHABET INC CL A | 0.050441 | ✓ |
| Spotify Technology SA | 0.049807 |  |
| WALMART INC | 0.049535 | ✓ |
| UBER TECHNOLOGIES INC | 0.048367 | ✓ |
| FIRST AM-TR OB-X | 0.047846 |  |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 0.044913 |  |
| NVIDIA CORP | 0.043168 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.042814 | ✓ |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.042278 |  |
| SERVICENOW INC | 0.038105 | ✓ |
| MICROSOFT CORP | 0.033527 | ✓ |
| GENERAL ELECTRIC CO | 0.033184 | ✓ |
| GLOBAL X DEFENSE TECH ETF | 0.030375 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.026711 |  |
| APPLOVIN CORP | 0.025598 | ✓ |
| NU Holdings Ltd/Cayman Islands | 0.021566 |  |
| PALANTIR TECHNOLOGIES INC | 0.021383 | ✓ |
| HEICO CORP | 0.021377 |  |
| BLACKSTONE INC | 0.020843 |  |
| BROADCOM INC | 0.012065 | ✓ |
| SHOPIFY INC CL A | 0.009248 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009131 | ✓ |

## 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 `0000910472-26-008456` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810695/000091047226008456/0000910472-26-008456-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>

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