# Portfolio overlap — PSTAX vs PFGEX

Comparing **Virtus KAR Capital Growth Fund** (2026-03-31) and **Parnassus Growth Equity Fund** (2026-03-31).

- Shared positions: 13
- Virtus KAR Capital Growth Fund covered by Parnassus Growth Equity Fund: 0.3965467052402154203321146730
- Parnassus Growth Equity Fund covered by Virtus KAR Capital Growth Fund: 0.3965467052402154203321146730

## 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 |  |

## Parnassus Growth Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.089440 | ✓ |
| MICROSOFT CORP | 0.077966 |  |
| AMAZON.COM INC | 0.061579 | ✓ |
| APPLE INC | 0.047553 |  |
| ALPHABET INC CL A | 0.045735 | ✓ |
| LILLY ELI and CO | 0.041063 | ✓ |
| GE VERNOVA LLC | 0.040196 |  |
| BROADCOM INC | 0.035432 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.033066 |  |
| APPLIED MATERIALS INC | 0.031260 |  |
| VISA INC-CLASS A | 0.030976 | ✓ |
| ASML Holding NV - NY Reg Shares | 0.030673 |  |
| NETFLIX INC | 0.023823 | ✓ |
| FERGUSON ENTERPRISES INC | 0.022299 |  |
| ORACLE CORP | 0.019370 |  |
| META PLATFORMS INC CL A | 0.019224 | ✓ |
| COSTCO WHOLESALE CORP | 0.019170 |  |
| ADV MICRO DEVICE | 0.018883 |  |
| SYNOPSYS INC | 0.018485 |  |
| NATERA INC | 0.018181 |  |
| BOSTON SCIENTIFIC CORP | 0.018033 |  |
| CLOUDFLARE INC-A | 0.018021 | ✓ |
| INTUITIVE SURGICAL INC | 0.018003 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.017821 |  |
| MERCADOLIBRE INC | 0.017173 | ✓ |
| STANDARDAERO INC | 0.017167 |  |
| MEDLINE INC-A | 0.016212 | ✓ |
| LINDE PLC | 0.015962 |  |
| PTC INC | 0.015379 |  |
| APPFOLIO INC - A | 0.014601 |  |
| BROWN & BROWN | 0.014379 |  |
| Viking Holdings Ltd | 0.012852 |  |
| S&P GLOBAL INC | 0.012772 | ✓ |
| DOORDASH INC-A | 0.012069 |  |
| SHOPIFY INC CL A | 0.011980 | ✓ |
| INSMED INC | 0.011628 |  |
| SHERWIN WILLIAMS CO | 0.010656 |  |
| SALESFORCE INC | 0.010574 |  |
| ARES MANAGEMENT CORP CL A | 0.010346 |  |


## 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 `0001003715-26-001633` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/747546/000100371526001633/0001003715-26-001633-index.htm>

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