# Portfolio overlap — PHSKX vs WMGRX

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

- Shared positions: 9
- Virtus KAR Mid-Cap Growth Fund covered by Nomura Mid Cap Growth Fund: 0.1853302322336271342823694598
- Nomura Mid Cap Growth Fund covered by Virtus KAR Mid-Cap Growth Fund: 0.1853302322336271342823694597

## 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 |  |

## Nomura Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONOLITHIC POWER SYS INC | 0.040249 | ✓ |
| IDEXX LABS INC | 0.038330 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.037712 |  |
| CLOUDFLARE INC-A | 0.033046 | ✓ |
| QUANTA SVCS INC | 0.030996 |  |
| FASTENAL CO | 0.028292 |  |
| LPL FINL HLDGS INC | 0.025665 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.023737 |  |
| EDWARDS LIFESCIENCES CORP | 0.022926 |  |
| COSTAR GROUP INC | 0.022186 |  |
| HOWMET AEROSPACE INC | 0.021763 |  |
| BIO-TECHNE CORP | 0.021492 |  |
| SPX TECHNOLOGIES INC | 0.021375 |  |
| FERGUSON ENTERPRISES INC | 0.020712 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020032 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.019998 |  |
| INSULET CORP | 0.019920 | ✓ |
| MARTIN MAR MTLS | 0.019709 |  |
| NOVANTA INC | 0.019105 |  |
| GENERAC HOLDINGS INC | 0.018831 |  |
| FLOOR & DECOR-A | 0.017894 |  |
| HEICO CORP CL A | 0.017671 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.016878 |  |
| ALIGN TECHNOLOGY INC | 0.016650 |  |
| SNOWFLAKE INC CL A | 0.016591 |  |
| TAPESTRY INC | 0.015790 |  |
| BWX TECHNOLOGIES INC | 0.015622 |  |
| CASEY'S GENERAL | 0.015607 |  |
| TRACTOR SUPPLY CO. | 0.015206 |  |
| IONIS PHARMACEUTICALS INC | 0.015164 |  |
| MANHATTAN ASSOCIATES INC | 0.014447 |  |
| SHARKNINJA INC | 0.014434 |  |
| INSMED INC | 0.014386 |  |
| CORPAY INC | 0.014119 |  |
| DUTCH BROS INC-A | 0.012892 |  |
| DATADOG INC CL A | 0.012707 | ✓ |
| ON HOLDING AG | 0.012550 | ✓ |
| PAYLOCITY HOLDING CORP | 0.012483 |  |
| KINSALE CAPITAL GROUP INC | 0.012285 |  |
| TYLER TECHNOLOGIES INC | 0.012173 |  |
| CARDINAL HEALTH INC | 0.011984 |  |
| BROWN & BROWN | 0.011882 |  |
| STERIS PLC | 0.011850 |  |
| Ascendis Pharma A/S | 0.011166 |  |
| COPART INC | 0.010979 | ✓ |
| WAYSTAR HOLDING CORP | 0.010705 |  |
| OLD DOMINION FRT | 0.010606 | ✓ |
| BENTLEY SYSTEM-B | 0.010418 |  |
| VIKING HOLDINGS LTD | 0.010337 |  |
| HOULIHAN LOKEY I | 0.010315 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022773/0000940400-26-022773-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022040` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/883622/000094040026022040/0000940400-26-022040-index.htm>

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