# Portfolio overlap — SCATX vs PSTAX

Comparing **Virtus Zevenbergen Innovative Growth Stock Fund** (2026-03-31) and **Virtus KAR Capital Growth Fund** (2026-03-31).

- Shared positions: 12
- Virtus Zevenbergen Innovative Growth Stock Fund covered by Virtus KAR Capital Growth Fund: 0.4022228693687838699876773078
- Virtus KAR Capital Growth Fund covered by Virtus Zevenbergen Innovative Growth Stock Fund: 0.4022228693687838699876773078

## Virtus Zevenbergen Innovative Growth Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.096258 | ✓ |
| TESLA INC | 0.075971 |  |
| SHOPIFY INC CL A | 0.064436 | ✓ |
| MERCADOLIBRE INC | 0.056347 | ✓ |
| AXON ENTERPRISE INC | 0.054102 |  |
| AMAZON.COM INC | 0.048325 | ✓ |
| ALPHABET INC CL A | 0.040705 | ✓ |
| ROCKET LAB CORP | 0.036102 |  |
| VERTIV HOLDINGS CO | 0.035188 |  |
| QUANTA SVCS INC | 0.035133 |  |
| ADV MICRO DEVICE | 0.034956 |  |
| NATERA INC | 0.033061 |  |
| MONOLITHIC POWER SYS INC | 0.032716 | ✓ |
| META PLATFORMS INC CL A | 0.030002 | ✓ |
| SNOWFLAKE INC CL A | 0.029490 | ✓ |
| KARMAN HOLDINGS INC | 0.029004 | ✓ |
| NETFLIX INC | 0.027987 | ✓ |
| UBER TECHNOLOGIES INC | 0.025785 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.020472 |  |
| TRANSMEDICS GROUP INC | 0.019732 |  |
| TOAST INC-A | 0.019242 |  |
| INSULET CORP | 0.019210 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.017826 |  |
| SPOTIFY TECHNOLOGY SA | 0.015300 |  |
| APPLOVIN CORP | 0.014739 |  |
| SAMSARA INC-CL A | 0.012515 |  |
| SERVICENOW INC | 0.012049 | ✓ |
| VEEVA SYSTEMS-A | 0.010773 |  |
| ON HOLDING AG | 0.010414 |  |
| SHARKNINJA INC | 0.010134 |  |
| WINGSTOP INC | 0.009182 |  |
| NLIGHT INC | 0.007095 |  |
| CARIS LIFE SCIENCES INC | 0.006968 |  |
| ARCUTIS BIOTHERAPEUTICS INC | 0.006282 |  |
| AMPRIUS TECHNOLOGIES INC | 0.002497 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-023128` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1018593/000094040026023128/0000940400-26-023128-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020678` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026020678/0000940400-26-020678-index.htm>

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