# Portfolio overlap — MGKIX vs PHSKX

Comparing **Global Permanence Portfolio** (2026-03-31) and **Virtus KAR Mid-Cap Growth Fund** (2026-03-31).

- Shared positions: 7
- Global Permanence Portfolio covered by Virtus KAR Mid-Cap Growth Fund: 0.2045082610736898019935082951
- Virtus KAR Mid-Cap Growth Fund covered by Global Permanence Portfolio: 0.2045082610736898019935082951

## Global Permanence Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.135461 | ✓ |
| ROYALTY PHARMA PLC | 0.076225 |  |
| SPOTIFY TECHNOLOGY SA | 0.051259 |  |
| QXO INC | 0.050889 |  |
| MERCADOLIBRE INC | 0.045785 | ✓ |
| EUROFINS SCIENTIFIC SE (BEARER) | 0.043807 |  |
| CAN NATL RAILWAY | 0.043150 |  |
| MEDLINE INC-A | 0.038443 | ✓ |
| CORE & MAIN IN-A | 0.033383 |  |
| MSILF-TR SEC-INS | 0.033070 |  |
| SHOPIFY INC CL A | 0.025832 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.025719 |  |
| STRATEGY INC CL A | 0.024851 |  |
| TESLA INC | 0.023704 |  |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.022959 |  |
| SHS BEN INT | 0.017100 |  |
| VERISK ANALYTICS INC | 0.015275 |  |
| MSCI INC | 0.014958 |  |
| COPART INC | 0.014601 | ✓ |
| ROLLINS INC | 0.014550 | ✓ |
| Airbus SE | 0.014459 |  |
| ADYEN NV | 0.014417 |  |
| ROYAL GOLD INC | 0.011537 |  |
| COUPANG INC A | 0.011087 |  |
| Landbridge Company, LLC | 0.010912 |  |
| RENTOKIL INITIAL | 0.010026 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.009994 |  |
| ON HOLDING AG | 0.009938 | ✓ |
| CELSIUS HOLDINGS INC | 0.009891 | ✓ |
| ESSILORLUXOTTICA | 0.009774 |  |
| L'OREAL SA ORD | 0.009774 |  |
| CONSTELLATION SOFTWARE INC | 0.009669 |  |
| WASTE CONNECTIONS INC | 0.009635 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.009612 |  |
| TRANSDIGM GROUP INC | 0.009575 |  |
| DOORDASH INC-A | 0.009352 |  |
| BIRKENSTOCK HOLDING LTD | 0.009298 |  |
| SAFRAN SA | 0.009220 |  |
| BABCOCK INTL GRP | 0.008485 |  |
| ALSEA SAB DE CV | 0.005545 |  |
| REMY COINTREAU | 0.004965 |  |
| BRUNELLO CUCINEL | 0.004888 |  |
| ODDITY TECH LTD A | 0.004872 |  |
| HDFC BANK LTD SPON ADR | 0.004833 |  |
| Hermes International SCA | 0.004816 |  |
| DOMINOS PIZZA GROUP PLC | 0.004672 |  |
| CAMECO CORP | 0.004418 |  |
| SMURFIT WESTROCK PLC | 0.004407 |  |
| VICTORIA PLC | 0.002579 |  |
| FIRSTSERVICE-WI | 0.002328 |  |

## Virtus KAR Mid-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.086593 | ✓ |
| AMPHENOL CORPORATION CL A | 0.072462 |  |
| COMFORT SYSTEMS USA INC | 0.062302 |  |
| MERCADOLIBRE INC | 0.043923 | ✓ |
| MONOLITHIC POWER SYS INC | 0.043804 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.036917 |  |
| IDEXX LABS INC | 0.034959 |  |
| TOAST INC-A | 0.033215 |  |
| NEW YORK TIMES CO CL A | 0.030809 |  |
| HOULIHAN LOKEY I | 0.030241 |  |
| INSULET CORP | 0.028988 |  |
| CELSIUS HOLDINGS INC | 0.028897 | ✓ |
| TOPBUILD CORP | 0.028733 |  |
| FAIR ISAAC CORP | 0.028549 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.028379 |  |
| EQUIFAX INC | 0.028200 |  |
| ON HOLDING AG | 0.027586 | ✓ |
| HEALTHEQUITY INC | 0.027302 |  |
| TRIMBLE INC | 0.027099 |  |
| ROLLINS INC | 0.025973 | ✓ |
| DATADOG INC CL A | 0.025497 |  |
| MEDLINE INC-A | 0.025012 | ✓ |
| PTC INC | 0.022836 |  |
| OLD DOMINION FRT | 0.022297 |  |
| COPART INC | 0.021971 | ✓ |
| DOMINOS PIZZA INC | 0.021764 |  |
| PURE STORAGE INC CL A | 0.020936 |  |
| GOOSEHEAD INSURANCE | 0.019584 |  |
| GLOBAL-E ONLINE LTD | 0.018968 |  |
| REDDIT INC-A | 0.017736 |  |
| FRESHPET INC | 0.014568 |  |
| VERTEX INC - CLASS A | 0.013903 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-054474` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/836487/000141036826054474/0001410368-26-054474-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022773/0000940400-26-022773-index.htm>

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