# Portfolio overlap — PSTAX vs BFTHX

Comparing **Virtus KAR Capital Growth Fund** (2026-03-31) and **BARON FIFTH AVENUE GROWTH FUND** (2026-03-31).

- Shared positions: 13
- Virtus KAR Capital Growth Fund covered by BARON FIFTH AVENUE GROWTH FUND: 0.4551939681740347292396670106
- BARON FIFTH AVENUE GROWTH FUND covered by Virtus KAR Capital Growth Fund: 0.4551939681740347292396670104

## Virtus KAR Capital Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.092897 | ✓ |
| AMPHENOL CORPORATION CL A | 0.078189 | ✓ |
| VISA INC-CLASS A | 0.065598 |  |
| AMAZON.COM INC | 0.063619 | ✓ |
| ALPHABET INC CL A | 0.058948 | ✓ |
| META PLATFORMS INC CL A | 0.041102 | ✓ |
| CLOUDFLARE INC-A | 0.033783 | ✓ |
| SHOPIFY INC CL A | 0.033204 | ✓ |
| SNOWFLAKE INC CL A | 0.032550 | ✓ |
| LILLY ELI and CO | 0.031609 | ✓ |
| MARRIOTT INTL-A | 0.029717 |  |
| FAIR ISAAC CORP | 0.028787 |  |
| MONOLITHIC POWER SYS INC | 0.027406 | ✓ |
| PROGRESSIVE CORP OHIO | 0.027162 |  |
| NETFLIX INC | 0.026935 |  |
| COMFORT SYSTEMS USA INC | 0.026174 |  |
| CADENCE DESIGN SYSTEMS INC | 0.024938 |  |
| S&P GLOBAL INC | 0.023209 |  |
| KLA CORP | 0.021995 |  |
| KARMAN HOLDINGS INC | 0.021207 |  |
| IDEXX LABS INC | 0.020842 |  |
| REDDIT INC-A | 0.020490 |  |
| UBER TECHNOLOGIES INC | 0.020448 |  |
| INTUITIVE SURGICAL INC | 0.020096 | ✓ |
| ARM HOLDINGS LTD | 0.019581 |  |
| MERCADOLIBRE INC | 0.019555 | ✓ |
| DATADOG INC CL A | 0.019412 | ✓ |
| MEDLINE INC-A | 0.019083 |  |
| SERVICENOW INC | 0.018539 |  |
| Hermes International Unsponsored ADR | 0.017221 |  |
| DANAHER CORP | 0.015704 |  |

## BARON FIFTH AVENUE GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.135883 | ✓ |
| AMAZON.COM INC | 0.088757 | ✓ |
| SPACE EXPLORATION TECHNOLOGIES | 0.075609 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.070742 |  |
| ALPHABET INC CL A | 0.066513 | ✓ |
| META PLATFORMS INC CL A | 0.065093 | ✓ |
| SHOPIFY INC CL A | 0.047423 | ✓ |
| CLOUDFLARE INC-A | 0.042284 | ✓ |
| TESLA INC | 0.041389 |  |
| SAMSARA INC-CL A | 0.036927 |  |
| ASML HOLDING-NY | 0.030157 |  |
| INTUITIVE SURGICAL INC | 0.030004 | ✓ |
| MERCADOLIBRE INC | 0.029259 | ✓ |
| KKR & CO INC | 0.028928 |  |
| DATADOG INC CL A | 0.028863 | ✓ |
| MONOLITHIC POWER SYS INC | 0.028337 | ✓ |
| ARGENX SE SPONSORED ADR | 0.027028 |  |
| SNOWFLAKE INC CL A | 0.025253 | ✓ |
| BROADCOM INC | 0.025001 |  |
| CROWDSTRIKE HOLDINGS INC | 0.021590 |  |
| ILLUMINA INC | 0.016736 |  |
| COUPANG INC A | 0.016436 |  |
| LILLY ELI and CO | 0.010559 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009359 | ✓ |
| FIGMA INC-CL A | 0.001512 |  |
| GRAIL INC | 0.000357 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020678` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026020678/0000940400-26-020678-index.htm>
- N-PORT (fund B) — accession `0001410368-26-049930` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810902/000141036826049930/0001410368-26-049930-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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