# Portfolio overlap — MNDIX vs TSCIX

Comparing **MFS New Discovery Fund** (2026-02-28) and **AMG TimesSquare Small Cap Growth Fund** (2026-03-31).

- Shared positions: 21
- MFS New Discovery Fund covered by AMG TimesSquare Small Cap Growth Fund: 0.1723082870123952727030761096
- AMG TimesSquare Small Cap Growth Fund covered by MFS New Discovery Fund: 0.1723082870123952727030761095

## MFS New Discovery Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Institutional Money Market Portfolio, Class A | 0.048841 |  |
| ADV ENERGY INDS | 0.028789 |  |
| LIGAND PHARMACEUTICALS | 0.022585 |  |
| QXO INC | 0.022103 |  |
| MODINE MFG CO | 0.019083 |  |
| NVENT ELECTRIC PLC | 0.018559 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.018365 | ✓ |
| BIO-TECHNE CORP | 0.018005 |  |
| LITTELFUSE INC | 0.016102 |  |
| FLOWSERVE CORP | 0.015273 |  |
| NLIGHT INC | 0.015106 |  |
| CHEFS WAREHOUSE INC | 0.014864 | ✓ |
| LEGENCE CORP-A | 0.014672 | ✓ |
| JFROG LTD | 0.014643 | ✓ |
| CRANE CO | 0.014622 |  |
| XPO LOGISTICS INC | 0.014595 |  |
| PRIMORIS SVCS CORP | 0.014570 |  |
| TOPBUILD CORP | 0.014419 |  |
| INTEGER HOLDINGS CORP | 0.013655 |  |
| CACI INTL-A | 0.013492 |  |
| TERRENO REALTY CORP | 0.013478 |  |
| FORMFACTOR INC | 0.013443 |  |
| KNIFE RIVER HOLDING CO W/I | 0.013427 |  |
| LEONARDO DRS INC | 0.013363 |  |
| TTM TECHNOLOGIES INC | 0.013066 |  |
| CHARLES RIVER LABS INTL INC | 0.012822 |  |
| HAMILTON LANE INC - A | 0.012721 | ✓ |
| BLOOM ENERGY CORP CL A | 0.011940 | ✓ |
| James Hardie Industries Public Limited Company | 0.011770 | ✓ |
| IONIS PHARMACEUTICALS INC | 0.011770 |  |
| PATRICK INDUSTRIES INC | 0.011398 |  |
| WAYSTAR HOLDING CORP | 0.011287 |  |
| SCHRODINGER INC | 0.011073 |  |
| ELEMENT SOLUTIONS INC | 0.010925 |  |
| TECHNIPFMC PLC | 0.010782 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.010756 | ✓ |
| PJT PARTNERS INC | 0.010629 | ✓ |
| COLLEGIUM PHARMACEUTICAL INC | 0.010629 |  |
| SIMPSON MFG | 0.010467 |  |
| BRUNSWICK CORP | 0.010394 |  |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.010126 |  |
| STANDARDAERO INC | 0.009388 |  |
| Ascendis Pharma A/S | 0.008981 |  |
| WISDOMTREE INVESTMENTS INC | 0.008935 |  |
| GLOBUS MEDICAL INC | 0.008670 |  |
| ALKAMI TECHNOLOGY INC | 0.008604 |  |
| GENIUS SPORTS LTD | 0.008525 | ✓ |
| BIRKENSTOCK HOLDING LTD | 0.008427 |  |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.008406 |  |
| AMPRIUS TECHNOLOGIES INC | 0.008238 |  |

## AMG TimesSquare Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CASELLA WASTE SYS INC CL A | 0.023518 |  |
| RBC BEARINGS INC | 0.021873 |  |
| ITT INC | 0.021389 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.021352 |  |
| LATTICE SEMICONDUCTOR CORP | 0.020877 |  |
| BLOOM ENERGY CORP CL A | 0.020863 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020566 | ✓ |
| GUARDIAN PHARMACY SERVICES INC | 0.020520 |  |
| ONTO INNOVATION INC | 0.020117 |  |
| MIRUM PHARMACEUTICALS INC | 0.018433 |  |
| VICTORY CAPITAL HOLDINGS INC CL A | 0.018388 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.017690 |  |
| WALMART INC | 0.017522 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.017521 |  |
| VIAD CORP | 0.016764 |  |
| SITIME CORP | 0.016736 |  |
| APPLIED INDU TEC | 0.016713 |  |
| ADDUS HOMECARE CORP | 0.016135 |  |
| VALVOLINE INC | 0.016059 |  |
| BJS WHSL CLUB HLDGS INC | 0.015770 |  |
| KRYSTAL BIOTECH INC | 0.015475 |  |
| HAMILTON LANE INC - A | 0.015330 | ✓ |
| REGAL REXNORD CORP | 0.015183 |  |
| REPLIGEN CORP | 0.015072 |  |
| TARSUS PHARMACEUTICALS INC | 0.014613 |  |
| RAMBUS INC | 0.014272 |  |
| DREY-GVT CSH-I | 0.014234 |  |
| WORKIVA INC | 0.014061 |  |
| MATADOR RESOURCES COMPANY | 0.013750 | ✓ |
| NEWAMSTERDAM PHARMA COMPANY NV | 0.013333 |  |
| CHEFS WAREHOUSE INC | 0.013268 | ✓ |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.013033 | ✓ |
| JFROG LTD | 0.012860 | ✓ |
| URANIUM ENERGY CORP | 0.012810 | ✓ |
| CONSTRUCTION PARTNERS INC CL A | 0.012773 |  |
| MIRION TECHNOLOGIES INC-A | 0.012453 | ✓ |
| STEVANATO GROUP SPA | 0.012350 |  |
| ESAB CORP | 0.012184 |  |
| XENON PHARMACEUTICALS INC | 0.012173 |  |
| PIPER SANDLER CO | 0.012168 |  |
| LOAR HOLDINGS INC | 0.012033 |  |
| EXCELERATE ENERGY INC | 0.011959 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.011923 |  |
| Empresa Brasileira de Aeronautica S.A. (ADR) | 0.011581 |  |
| CG ONCOLOGY INC | 0.011471 | ✓ |
| NEPTUNE INSURANCE HOLDINGS INC | 0.011454 |  |
| STERLING INFRASTRUCTURE INC | 0.010963 |  |
| STEPSTONE GROUP INC CLASS A | 0.010421 | ✓ |
| SOLV ENERGY IN-A | 0.010401 |  |
| VERICEL CORP | 0.010341 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040078` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/798244/000141036826040078/0001410368-26-040078-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022968` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022968/0000940400-26-022968-index.htm>

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