# Portfolio overlap — ISCGX vs BUFSX

Comparing **Transamerica Small Cap Growth** (2026-04-30) and **Buffalo Small Cap Growth Fund** (2026-03-31).

- Shared positions: 13
- Transamerica Small Cap Growth covered by Buffalo Small Cap Growth Fund: 0.1728287618905084050165242668
- Buffalo Small Cap Growth Fund covered by Transamerica Small Cap Growth: 0.1728287618905084050165242668

## Transamerica Small Cap Growth — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LIGAND PHARMACEUTICALS | 0.038062 | ✓ |
| SAIA INC | 0.035821 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.034195 |  |
| UL SOLUTIONS INC CL A | 0.033083 |  |
| PDF SOLUTIONS INC | 0.030923 |  |
| SOLARIS OIL IN-A | 0.028528 | ✓ |
| OCEANEERING INTL | 0.024463 |  |
| SHARKNINJA INC | 0.024259 |  |
| SIMPSON MFG | 0.024173 |  |
| LAZARD INC CL A | 0.023072 |  |
| TOPBUILD CORP | 0.022930 |  |
| HEALTHEQUITY INC | 0.022805 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.022631 | ✓ |
| PEGASYSTEMS INC | 0.022570 | ✓ |
| TRIUMPH FINANCIAL INC | 0.022452 |  |
| TEXAS ROADHOUSE INC | 0.022409 |  |
| EXCELERATE ENERGY INC | 0.022174 |  |
| CASELLA WASTE SYS INC CL A | 0.022153 | ✓ |
| ARGAN INC | 0.022024 | ✓ |
| CHIME FINANCIAL INC | 0.021658 |  |
| RAMBUS INC | 0.021133 |  |
| FIXED INC CLEARING CORP.REPO | 0.020792 |  |
| AAON INC | 0.019657 |  |
| JONES LANG LASALLE INC | 0.019556 |  |
| FED SIGNAL CORP | 0.019320 |  |
| WATERBRIDGE IN-A | 0.018104 |  |
| STEVANATO GROUP SPA | 0.017804 |  |
| BWX TECHNOLOGIES INC | 0.017476 |  |
| ANI PHARMACEUTICALS INC | 0.016863 |  |
| KARMAN HOLDINGS INC | 0.016548 |  |
| PAYLOCITY HOLDING CORP | 0.015798 |  |
| PERMIAN RESOURCES CORP CL A | 0.015427 |  |
| ADMA BIOLOGICS INC | 0.015139 |  |
| MODINE MFG CO | 0.014963 | ✓ |
| WARBY PARKER INC | 0.014950 | ✓ |
| LEMAITRE VASCULAR INC | 0.014590 |  |
| AMER SUPERCONDTR | 0.013801 |  |
| CELSIUS HOLDINGS INC | 0.013664 | ✓ |
| PLANET LABS PBC A | 0.013423 |  |
| SKYLINE CHAMPION CORP | 0.012327 | ✓ |
| MESA LABS | 0.012141 |  |
| ORMAT TECHNOLOGIES INC | 0.012055 |  |
| NCINO INC | 0.011121 |  |
| I3 VERTICALS INC CL A | 0.011084 |  |
| WINGSTOP INC | 0.010977 |  |
| BANK OZK | 0.010694 |  |
| BOOT BARN HOLDINGS INC | 0.010507 | ✓ |
| MEDPACE HOLDINGS INC | 0.009796 | ✓ |
| CHARLES RIVER LABS INTL INC | 0.009662 |  |
| WORKIVA INC | 0.009534 |  |

## Buffalo Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEYMKT | 0.037968 |  |
| SILICON LABS | 0.033348 |  |
| WISDOMTREE INVESTMENTS INC | 0.031505 |  |
| LIGAND PHARMACEUTICALS | 0.030966 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.024741 |  |
| MYR GROUP INC/DELAWARE | 0.023142 |  |
| ESCO TECHNOLOGIES INC | 0.022322 |  |
| OPTION CARE HEALTH INC | 0.020108 |  |
| PALOMAR HOLDINGS | 0.019604 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.019344 |  |
| CACTUS INC CL A | 0.019273 |  |
| ONTO INNOVATION INC | 0.018789 |  |
| SKYLINE CHAMPION CORP | 0.018594 | ✓ |
| HALOZYME THERAPEUTICS INC | 0.018514 |  |
| NOVANTA INC | 0.017989 |  |
| CIENA CORP | 0.017518 |  |
| EVERUS CONSTRUCTION GROUP INC | 0.016567 |  |
| HEALTHEQUITY INC | 0.016104 | ✓ |
| SITIME CORP | 0.015716 |  |
| MEDPACE HOLDINGS INC | 0.015373 | ✓ |
| CASTLE BIOSCIENCES INC | 0.015120 |  |
| REPLIGEN CORP | 0.014621 |  |
| SOLARIS OIL IN-A | 0.014082 | ✓ |
| NAPCO SECURITY TECHNOLOGIES INC | 0.014071 |  |
| WESCO INTL | 0.013964 |  |
| MATADOR RESOURCES COMPANY | 0.013793 |  |
| STERLING INFRASTRUCTURE INC | 0.013687 | ✓ |
| ARGAN INC | 0.013426 | ✓ |
| KINSALE CAPITAL GROUP INC | 0.013287 |  |
| MODINE MFG CO | 0.013224 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.012724 |  |
| PJT PARTNERS INC | 0.012421 |  |
| KORNIT DIGITAL LTD | 0.012292 |  |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.012208 |  |
| UNIVERSAL DISPLAY CORP | 0.012155 |  |
| VALVOLINE INC | 0.012035 |  |
| FTI CONSULTING INC | 0.011541 |  |
| BOOT BARN HOLDINGS INC | 0.010970 | ✓ |
| KADANT INC | 0.010926 |  |
| PATTERSON-UTI ENERGY INC | 0.010769 |  |
| DORMAN PRODUCTS INC | 0.010747 |  |
| PAYMENTUS HOLDINGS INC CL A | 0.010740 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.010715 |  |
| WILLDAN GROUP IN | 0.010670 |  |
| WAYSTAR HOLDING CORP | 0.010519 |  |
| HINGE HEALTH INC | 0.010452 |  |
| PEGASYSTEMS INC | 0.010413 | ✓ |
| CELSIUS HOLDINGS INC | 0.010374 | ✓ |
| TREX CO INC | 0.009989 |  |
| SHIFT4 PAYMENTS INC | 0.009340 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-063337` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/787623/000141036826063337/0001410368-26-063337-index.htm>
- N-PORT (fund B) — accession `0000894189-26-015518` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1135300/000089418926015518/0000894189-26-015518-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/>_