# Portfolio overlap — PDFDX vs BCSIX

Comparing **Perkins Discovery Fund** (2026-03-31) and **Brown Capital Management Small Company Fund** (2026-03-31).

- Shared positions: 4
- Perkins Discovery Fund covered by Brown Capital Management Small Company Fund: 0.07596792154530158190032304784
- Brown Capital Management Small Company Fund covered by Perkins Discovery Fund: 0.07596792154530158190032304784

## Perkins Discovery Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AXOGEN INC | 0.114293 | ✓ |
| NATERA INC | 0.112114 |  |
| VERACYTE INC | 0.077783 | ✓ |
| ANI PHARMACEUTICALS INC | 0.076271 |  |
| SKYWATER TECHNOLOGY INC | 0.068556 |  |
| EPLUS INC | 0.064900 |  |
| DIGI INTL INC | 0.049885 |  |
| BUTTERFLY NETWORK INC A | 0.042160 |  |
| BIOLIFE SOLUTIONS INC | 0.041139 |  |
| MAGNITE INC | 0.040984 |  |
| ASURE SOFTWARE INC | 0.034861 |  |
| ATRICURE INC | 0.034448 |  |
| VERICEL CORP | 0.033294 | ✓ |
| TACTILE SYSTEMS TECHNOLOGY INC | 0.029297 |  |
| NEOGENOMICS INC | 0.028158 |  |
| CRYOPORT INC | 0.021423 | ✓ |
| PERION NETWORK LTD COMMON STOCK | 0.019817 |  |
| BACKBLAZE INC-A | 0.017853 |  |
| OPTIMIZERX CORP | 0.015165 |  |
| INUVO INC | 0.013390 |  |
| MDxHealth SA | 0.012894 |  |
| TRISALUS LIFE SCIENCES INC | 0.012074 |  |
| OWLET INC | 0.009309 |  |
| MONEYMKT | 0.008533 |  |
| EXAGEN INC | 0.007762 |  |
| TELA BIO INC | 0.006844 |  |
| ELUTIA INC | 0.006792 |  |

## Brown Capital Management Small Company Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GLAUKOS CORP | 0.055104 |  |
| DATADOG INC CL A | 0.046461 |  |
| COGNEX CORP | 0.045025 |  |
| REPLIGEN CORP | 0.044619 |  |
| VEEVA SYSTEMS-A | 0.044516 |  |
| GUIDEWIRE SOFTWARE INC | 0.042948 |  |
| VERICEL CORP | 0.042408 | ✓ |
| TYLER TECHNOLOGIES INC | 0.039709 |  |
| MANHATTAN ASSOCIATES INC | 0.039575 |  |
| XOMETRY INC-A | 0.038513 |  |
| APPFOLIO INC - A | 0.037939 |  |
| BIO-TECHNE CORP | 0.035117 |  |
| ALARM.COM HOLDINGS INC | 0.034440 |  |
| FIRST AM-TR OB-X | 0.029866 |  |
| PAYCOM SOFTWARE INC | 0.027656 |  |
| Q2 HOLDINGS INC | 0.026374 |  |
| UFP TECHNOLOGIES INC | 0.025265 |  |
| BADGER METER INC | 0.024550 |  |
| AGILYSYS INC | 0.023723 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.022424 |  |
| TRANSMEDICS GROUP INC | 0.022147 |  |
| AXOGEN INC | 0.020545 | ✓ |
| WORKIVA INC | 0.020205 |  |
| NCINO INC | 0.017277 |  |
| CYTEK BIOSCIENCES INC | 0.014457 |  |
| CRYOPORT INC | 0.014317 | ✓ |
| ENERGY RECOVERY INC | 0.013183 |  |
| MAMA'S CREATIONS INC | 0.013114 |  |
| DOUBLEVERIFY HOLDINGS INC | 0.012363 |  |
| ORTHOPEDIATRICS CORP | 0.011360 |  |
| VERTEX INC - CLASS A | 0.011280 |  |
| RED VIOLET INC | 0.010292 |  |
| LOAR HOLDINGS INC | 0.009745 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.009243 |  |
| CORCEPT THERAPEUTICS INC | 0.009039 |  |
| SPS COMMERCE INC | 0.008777 |  |
| DUOLINGO INC | 0.007899 |  |
| VERACYTE INC | 0.007811 | ✓ |
| PDF SOLUTIONS INC | 0.007797 |  |
| INTAPP INC | 0.006671 |  |
| KRYSTAL BIOTECH INC | 0.005379 |  |
| AVEPOINT INC | 0.005167 |  |
| XPEL INC | 0.005159 |  |
| SITIME CORP | 0.003652 |  |
| RXSIGHT INC | 0.003521 |  |
| CREDO TECHNOLOGY | 0.003366 |  |


## Sources

- N-PORT (fund A) — accession `0001396092-26-000318` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1396092/000139609226000318/0001396092-26-000318-index.htm>
- N-PORT (fund B) — accession `0000869351-26-000036` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/869351/000086935126000036/0000869351-26-000036-index.htm>

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