# Portfolio overlap — PDFDX vs WAMVX

Comparing **Perkins Discovery Fund** (2026-03-31) and **Wasatch Micro Cap Value Fund** (2026-03-31).

- Shared positions: 2
- Perkins Discovery Fund covered by Wasatch Micro Cap Value Fund: 0.06075596556056873693419558773
- Wasatch Micro Cap Value Fund covered by Perkins Discovery Fund: 0.06075596556056873693419558773

## 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 |  |

## Wasatch Micro Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DIGI INTL INC | 0.035659 | ✓ |
| NPK INTERNATIONAL INC | 0.035378 |  |
| DXP ENTERPRISES INC | 0.029122 |  |
| RED VIOLET INC | 0.028858 |  |
| STANDEX INTL CORP | 0.027906 |  |
| LINCOLN EDUCATIONAL SERVICES | 0.027847 |  |
| CHEFS WAREHOUSE INC | 0.027567 |  |
| MAMA'S CREATIONS INC | 0.026670 |  |
| AXOGEN INC | 0.025097 | ✓ |
| BEL FUSE INC NV CL B | 0.024780 |  |
| CTS CORP | 0.024422 |  |
| WILLDAN GROUP IN | 0.023986 |  |
| SKYLINE CHAMPION CORP | 0.023665 |  |
| CARDINAL INFRA-A | 0.023616 |  |
| JDC Group AG | 0.023130 |  |
| Haymaker Acquisition Corp. IV | 0.022221 |  |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 0.021939 |  |
| AMERICAN INTEGRITY INSURANCE GROUP INC | 0.021606 |  |
| LIMBACH HOLDINGS INC | 0.021471 |  |
| ESQUIRE FINL HLDGS INC | 0.020792 |  |
| VEECO INSTRUMENT | 0.020769 |  |
| PERELLA WEINBERG PARTNERS | 0.020271 |  |
| ARLO TECHNOLOGIES INC | 0.019699 |  |
| UFP TECHNOLOGIES INC | 0.019490 |  |
| ADENTRA INC COMMON STOCK | 0.017782 |  |
| MILDEF GROUP AB | 0.017545 |  |
| TAT TECHNOLOGIES LTD | 0.017261 |  |
| FINWISE BANCORP | 0.017053 |  |
| BLACKLINE SAFETY CORP | 0.016664 |  |
| ORION GROUP HOLDINGS INC | 0.015894 |  |
| EZCORP INC CL A NON VTG | 0.015293 |  |
| ICF INTERNATIONAL INC | 0.014405 |  |
| LATHAM GROUP INC | 0.013025 |  |
| PUBLIC POLICY HO | 0.012801 |  |
| PATRICK INDUSTRIES INC | 0.012777 |  |
| LT FOODS LTD | 0.012619 |  |
| I3 VERTICALS INC CL A | 0.012409 |  |
| POWERFLEET INC | 0.011476 |  |
| JOURNEY MEDICAL CORP | 0.010733 |  |
| INDIE SEMICONDUCTOR INC | 0.010705 |  |
| THIRD COAST BANCSHARES INC | 0.010696 |  |
| ARCBEST CORP | 0.010569 |  |
| CLIMB GLOBAL SOLUTIONS INC | 0.010429 |  |
| GRANITE CONSTRUCTION INC | 0.010392 |  |
| BOWHEAD SPECIALTY HOLDINGS INC | 0.010167 |  |
| ROSEBANK INDUSTRIES PLC | 0.009994 |  |
| ALAMO GROUP INC | 0.009972 |  |
| ADDUS HOMECARE CORP | 0.009971 |  |
| VITA COCO CO INC/THE | 0.009816 |  |
| GRAHAM CORPORATION | 0.009508 |  |


## 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 `0001410368-26-042273` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/806633/000141036826042273/0001410368-26-042273-index.htm>

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