# Portfolio overlap — LMPSX vs LSSIX

Comparing **ClearBridge Small Cap Growth Fund** (2026-04-30) and **Loomis Sayles Small Cap Growth Fund** (2026-03-31).

- Shared positions: 22
- ClearBridge Small Cap Growth Fund covered by Loomis Sayles Small Cap Growth Fund: 0.2066245931460432194836104598
- Loomis Sayles Small Cap Growth Fund covered by ClearBridge Small Cap Growth Fund: 0.2066245931460432194836104598

## ClearBridge Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.054639 |  |
| LATTICE SEMICONDUCTOR CORP | 0.039272 |  |
| RBC BEARINGS INC | 0.031640 | ✓ |
| FABRINET | 0.030199 |  |
| XPO LOGISTICS INC | 0.025669 |  |
| ALLEGRO MICROSYSTEMS INC | 0.024983 | ✓ |
| ELEMENT SOLUTIONS INC | 0.024431 |  |
| BWX TECHNOLOGIES INC | 0.022844 |  |
| CASEY'S GENERAL | 0.022645 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.021460 | ✓ |
| PJT PARTNERS INC | 0.020113 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.019022 |  |
| ST STR SPDR S P BIOTECH E | 0.018139 |  |
| GXO LOGISTICS INC | 0.017927 |  |
| CACTUS INC CL A | 0.016810 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.016511 |  |
| DUTCH BROS INC-A | 0.016428 |  |
| MODINE MFG CO | 0.015654 | ✓ |
| MATADOR RESOURCES COMPANY | 0.015315 |  |
| OSI SYSTEMS INC | 0.015225 | ✓ |
| MIRUM PHARMACEUTICALS INC | 0.014871 | ✓ |
| HEALTHEQUITY INC | 0.014727 | ✓ |
| BJS WHSL CLUB HLDGS INC | 0.014617 |  |
| TG THERAPEUTICS INC | 0.014428 |  |
| MOOG INC-CLASS A | 0.014387 |  |
| BALCHEM CORP | 0.013721 |  |
| HAMILTON LANE INC - A | 0.013521 |  |
| GLOBAL-E ONLINE LTD | 0.013350 |  |
| XOMETRY INC-A | 0.013340 |  |
| MCGRATH RENTCORP | 0.012797 | ✓ |
| RADNET INC | 0.012792 | ✓ |
| BRIDGEBIO PHARMA INC | 0.012739 |  |
| VARONIS SYSTEMS INC | 0.012355 |  |
| WINTRUST FINL | 0.012245 |  |
| WINGSTOP INC | 0.011877 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.010692 | ✓ |
| WIX.COM LTD | 0.010647 |  |
| MEDPACE HOLDINGS INC | 0.010419 |  |
| INSMED INC | 0.009996 |  |
| SURGERY PARTNERS INC | 0.009817 |  |
| TARSUS PHARMACEUTICALS INC | 0.009809 | ✓ |
| ZETA GLOBAL HOLDINGS CORP | 0.009792 |  |
| RAMBUS INC | 0.009744 | ✓ |
| BOOT BARN HOLDINGS INC | 0.009681 | ✓ |
| SHIFT4 PAYMENTS INC | 0.009658 |  |
| PROTAGONIST THERAPEUTICS INC | 0.009542 |  |
| KLAVIYO INC-A | 0.009491 |  |
| SOLARIS OIL IN-A | 0.009422 |  |
| FTAI AVIATION LTD | 0.009250 |  |
| TREX CO INC | 0.009227 |  |

## Loomis Sayles Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ESCO TECHNOLOGIES INC | 0.024565 |  |
| RBC BEARINGS INC | 0.022478 | ✓ |
| ADV ENERGY INDS | 0.020944 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020811 |  |
| LIGAND PHARMACEUTICALS | 0.020470 |  |
| ATI INC | 0.019652 |  |
| STERLING INFRASTRUCTURE INC | 0.019112 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.017480 | ✓ |
| AAR CORP | 0.016739 |  |
| FIXED INC CLEARING CORP.REPO | 0.015539 |  |
| OCEANEERING INTL | 0.015123 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.015052 |  |
| VITA COCO CO INC/THE | 0.014924 |  |
| OSI SYSTEMS INC | 0.014763 | ✓ |
| EVERUS CONSTRUCTION GROUP INC | 0.014761 |  |
| PATRICK INDUSTRIES INC | 0.014519 |  |
| MYR GROUP INC/DELAWARE | 0.013942 |  |
| MERCURY SYSTEMS INC | 0.013676 |  |
| MAREX GROUP PLC | 0.013317 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013025 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.013019 |  |
| ONESPAWORLD HOLDINGS LTD | 0.012891 |  |
| ARCOSA INC | 0.012867 |  |
| HEXCEL CORPORATION | 0.012809 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.012771 |  |
| MIRUM PHARMACEUTICALS INC | 0.012748 | ✓ |
| AXSOME THERAPEUTICS INC | 0.012590 | ✓ |
| ALKERMES PLC | 0.012490 |  |
| ENSIGN GROUP INC | 0.012058 | ✓ |
| PJT PARTNERS INC | 0.011989 | ✓ |
| CALIX NETWORKS INC | 0.011960 |  |
| PIPER SANDLER CO | 0.011920 |  |
| EXTREME NETWORKS INC | 0.011901 |  |
| HEALTHEQUITY INC | 0.011794 | ✓ |
| RHYTHM PHARMACEUTICALS INC | 0.011741 | ✓ |
| CACTUS INC CL A | 0.011603 | ✓ |
| VIAVI SOLUTIONS INC | 0.011373 |  |
| GRAND CANYON EDUCATION INC | 0.011281 |  |
| RADNET INC | 0.011135 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.010749 |  |
| ARTIVION INC | 0.010428 |  |
| RAMBUS INC | 0.010396 | ✓ |
| GUARDIAN PHARMACY SERVICES INC | 0.010200 |  |
| YETI HOLDINGS INC | 0.010190 |  |
| MIRION TECHNOLOGIES INC-A | 0.010040 |  |
| BOOT BARN HOLDINGS INC | 0.009802 | ✓ |
| HURON CONSULTING GROUP INC | 0.009632 |  |
| XENON PHARMACEUTICALS INC | 0.009537 |  |
| MODINE MFG CO | 0.009481 | ✓ |
| FB FINANCIAL CORP | 0.009339 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024954` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/880366/000094040026024954/0000940400-26-024954-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056145` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056145/0001410368-26-056145-index.htm>

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