# Portfolio overlap — WPOIX vs STPIX

Comparing **Partners III Opportunity Fund** (2026-03-31) and **Saratoga Technology & Communication Portfolio** (2026-02-28).

- Shared positions: 7
- Partners III Opportunity Fund covered by Saratoga Technology & Communication Portfolio: 0.3087805504265117892324299444
- Saratoga Technology & Communication Portfolio covered by Partners III Opportunity Fund: 0.3087805504265117892324299445

## Partners III Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BERKSHIRE HATH-B | 0.165804 |  |
| ALPHABET INC CL C | 0.059736 | ✓ |
| MICROSOFT CORP | 0.059296 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.055115 |  |
| VISA INC-CLASS A | 0.053256 | ✓ |
| DANAHER CORP | 0.048594 |  |
| MASTERCARD INC CL A | 0.048023 | ✓ |
| AMAZON.COM INC | 0.046707 | ✓ |
| SIRIUS XM HOLDINGS INC | 0.046583 |  |
| AON PLC-CLASS A | 0.046534 |  |
| IDEX CORPORATION | 0.042509 |  |
| TEXAS INSTRUMENTS INC | 0.040428 |  |
| LIBERTY BROADBAND CORP C | 0.038675 |  |
| META PLATFORMS INC CL A | 0.036659 | ✓ |
| EURONET WORLDWIDE INC | 0.034021 |  |
| BIO-TECHNE CORP | 0.031811 |  |
| GLOBAL PAYMENTS INC | 0.025873 |  |
| U.S. Treasury Bills | 0.025430 |  |
| JPM-US GV MM-L | 0.024851 |  |
| U.S. Treasury Bills | 0.015998 |  |
| ACCENTURE PLC-A | 0.015882 |  |
| VULCAN MATERIALS CO | 0.013086 |  |
| POOL CORP | 0.009723 |  |
| SALESFORCE INC | 0.008971 | ✓ |
| LIBERTY BROADBAND CORP A | 0.006436 |  |
| NORTHERN US GOVERNMENT SELECT MONEY MARKET FUND | 0.000000 |  |

## Saratoga Technology & Communication Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.098760 | ✓ |
| KLA CORP | 0.083822 |  |
| NVIDIA CORP | 0.074375 |  |
| AMAZON.COM INC | 0.064822 | ✓ |
| VISA INC-CLASS A | 0.062079 | ✓ |
| CISCO SYSTEMS INC | 0.060794 |  |
| MICROSOFT CORP | 0.059496 | ✓ |
| BROADCOM INC | 0.054799 |  |
| META PLATFORMS INC CL A | 0.051268 | ✓ |
| APPLE INC | 0.047171 |  |
| MASTERCARD INC CL A | 0.044156 | ✓ |
| SYNOPSYS INC | 0.034952 |  |
| SALESFORCE INC | 0.034021 | ✓ |
| CFD_EQS GOLDUS33 2256908 | 0.032788 |  |
| ORACLE CORP | 0.028440 |  |
| KULICKE and SOFFA INDUSTRIES INC | 0.022577 |  |
| APPLIED INDU TEC | 0.022366 |  |
| ADOBE INC | 0.022154 |  |
| CROWDSTRIKE HOLDINGS INC | 0.020609 |  |
| AKAMAI TECHNOLOGIES INC | 0.018170 |  |
| EBAY INC | 0.014920 |  |
| JACK HENRY | 0.014487 |  |
| VEEVA SYSTEMS-A | 0.014046 |  |
| ROCKWELL AUTOMATION INC | 0.013974 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.004957 |  |


## Sources

- N-PORT (fund A) — accession `0001004726-26-004070` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1257927/000100472626004070/0001004726-26-004070-index.htm>
- N-PORT (fund B) — accession `0000910472-26-005978` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/924628/000091047226005978/0000910472-26-005978-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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