# Portfolio overlap — LACAX vs CTOGX

Comparing **Columbia Acorn Fund** (2026-03-31) and **Calamos Timpani SMID Growth Fund** (2026-01-31).

- Shared positions: 23
- Columbia Acorn Fund covered by Calamos Timpani SMID Growth Fund: 0.2116265320968345428107749101
- Calamos Timpani SMID Growth Fund covered by Columbia Acorn Fund: 0.2116265320968345428107749102

## Columbia Acorn Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SPX TECHNOLOGIES INC | 0.024863 |  |
| INSMED INC | 0.024452 | ✓ |
| CELESTICA INC SUB VTG | 0.021574 | ✓ |
| CHURCHILL DOWNS INC | 0.021523 |  |
| CARLYLE GROUP INC (THE) | 0.020452 |  |
| CURTISS WRIGHT CORPORATION | 0.019929 |  |
| VIAVI SOLUTIONS INC | 0.019721 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.019526 | ✓ |
| GCM GROSVENOR INC - CLASS A | 0.019292 |  |
| INTERDIGITAL INC | 0.018928 |  |
| MASTEC INC | 0.018761 | ✓ |
| VSE CORP | 0.018354 |  |
| COHERENT CORP | 0.018306 |  |
| MODINE MFG CO | 0.018257 |  |
| CAVCO INDUSTRIES INC | 0.017949 |  |
| BLOOM ENERGY CORP CL A | 0.017397 |  |
| WINGSTOP INC | 0.016680 |  |
| ESAB CORP | 0.016018 |  |
| DORMAN PRODUCTS INC | 0.015988 |  |
| ST STR SPDR S P BIOTECH E | 0.015784 |  |
| HEALTHEQUITY INC | 0.015688 |  |
| BJS WHSL CLUB HLDGS INC | 0.015339 |  |
| GLAUKOS CORP | 0.014906 |  |
| STONEX GROUP INC | 0.014821 |  |
| TOPBUILD CORP | 0.014435 | ✓ |
| SEMTECH CORP | 0.014399 |  |
| WD-40 CO | 0.013267 |  |
| WESTERN ALLIANCE BANCORP | 0.013225 |  |
| MARVELL TECHNOLOGY INC | 0.013138 |  |
| ALIGNMENT HEALTHCARE INC | 0.012673 |  |
| AEROVIRONMENT INC | 0.012497 |  |
| GUARDANT HEALTH INC | 0.012473 | ✓ |
| ELF BEAUTY INC | 0.011975 |  |
| FTAI AVIATION LTD | 0.011966 | ✓ |
| PARSONS CORP | 0.011722 |  |
| AXON ENTERPRISE INC | 0.011603 | ✓ |
| DYNATRACE INC | 0.011432 |  |
| SHARKNINJA INC | 0.011231 | ✓ |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.011203 | ✓ |
| BRIDGEBIO PHARMA INC | 0.010447 | ✓ |
| ASTRONICS CORP | 0.010090 | ✓ |
| APPLIED INDU TEC | 0.010009 |  |
| ENCOMPASS HEALTH CORP | 0.009900 |  |
| RYAN SPECIALTY HOLDINGS INC | 0.009709 |  |
| PENNANT GROUP-WI | 0.009475 |  |
| DEVON ENERGY CORP | 0.009430 |  |
| IRHYTHM TECHNOLOGIES INC | 0.008907 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.008879 |  |
| EQT CORPORATION | 0.008810 |  |
| SPROUTS FMRS MKT INC | 0.008508 |  |

## Calamos Timpani SMID Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LUMENTUM HOLDINGS INC | 0.046226 |  |
| MONOLITHIC POWER SYS INC | 0.025495 |  |
| FTAI AVIATION LTD | 0.024126 | ✓ |
| SITIME CORP | 0.023697 | ✓ |
| FIVE BELOW INC | 0.023412 |  |
| GUARDANT HEALTH INC | 0.022933 | ✓ |
| MERCURY SYSTEMS INC | 0.022636 |  |
| JFROG LTD | 0.021093 |  |
| STIFEL FINANCIAL CORP | 0.020981 |  |
| RUSH STREET INTERACTIVE INC | 0.020412 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.019600 |  |
| INSMED INC | 0.019591 | ✓ |
| CARVANA CO CL A | 0.017877 |  |
| APPLOVIN CORP | 0.017377 |  |
| DAVE INC | 0.016851 |  |
| MAMA'S CREATIONS INC | 0.016620 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.016552 |  |
| CIENA CORP | 0.016125 |  |
| CH ROBINSON WORLDWIDE INC | 0.016024 |  |
| TOPBUILD CORP | 0.016018 | ✓ |
| ARGAN INC | 0.015679 |  |
| ADV ENERGY INDS | 0.015164 | ✓ |
| BOOT BARN HOLDINGS INC | 0.014933 |  |
| NPK INTERNATIONAL INC | 0.014521 |  |
| STERLING INFRASTRUCTURE INC | 0.014520 | ✓ |
| MAREX GROUP PLC | 0.014237 |  |
| SHARKNINJA INC | 0.014160 | ✓ |
| HERC HOLDINGS INC | 0.014100 |  |
| TAT TECHNOLOGIES LTD | 0.013619 |  |
| CECO ENVIRONMNTL | 0.013525 |  |
| XPO LOGISTICS INC | 0.013340 |  |
| MASTEC INC | 0.012898 | ✓ |
| AXON ENTERPRISE INC | 0.012192 | ✓ |
| COMFORT SYSTEMS USA INC | 0.012127 |  |
| BRIDGEBIO PHARMA INC | 0.012011 | ✓ |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.011651 | ✓ |
| IONIS PHARMACEUTICALS INC | 0.011499 | ✓ |
| NATERA INC | 0.010868 |  |
| LIGAND PHARMACEUTICALS | 0.010853 |  |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.010656 |  |
| RBC BEARINGS INC | 0.010598 |  |
| ULTRA CLEAN HOLDINGS INC | 0.010420 |  |
| VIAVI SOLUTIONS INC | 0.010337 | ✓ |
| ADMA BIOLOGICS INC | 0.010323 |  |
| ARMSTRONG WORLD INDUSTRIES INC | 0.010320 |  |
| EVERCORE INC A | 0.010099 |  |
| RED VIOLET INC | 0.009890 |  |
| CELSIUS HOLDINGS INC | 0.009770 |  |
| EXTREME NETWORKS INC | 0.009121 |  |
| PLANET LABS PBC A | 0.008742 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055089` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/2110/000141036826055089/0001410368-26-055089-index.htm>
- N-PORT (fund B) — accession `0001410368-26-034387` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/826732/000141036826034387/0001410368-26-034387-index.htm>

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