Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BCSM vs DFDMX
Shared holdings
9
BCSM covered by DFDMX
16.84%
DFDMX covered by BCSM
16.84%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BCSM (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SAMSARA INC-CL A | 3.82% | |
| DYNATRACE INC | 3.74% | |
| GUIDEWIRE SOFTWARE INC | 3.28% | |
| LIBERTY LIVE HOLDINGS INC C | 3.19% | |
| COHERENT CORP | 2.80% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A | 2.73% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 2.69% | |
| INSULET CORP | 2.66% | |
| LATTICE SEMICONDUCTOR CORP | 2.65% | |
| LOAR HOLDINGS INC | 2.62% | |
| AXON ENTERPRISE INC | 2.58% | |
| WAYSTAR HOLDING CORP | 2.52% | |
| RUBRIK INC-A | 2.34% | |
| SITEONE LANDSCAPE SUPPLY INC | 2.33% | |
| TRANSDIGM GROUP INC | 2.28% | |
| EDWARDS LIFESCIENCES CORP | 2.22% | |
| ROLLINS INC | 2.21% | |
| LPL FINL HLDGS INC | 2.20% | |
| WYNN RESORTS LTD | 2.18% | |
| MONOLITHIC POWER SYS INC | 2.15% | |
| MSCI INC | 2.11% | |
| HILTON WORLDWIDE HOLDINGS INC | 2.10% | |
| ENPRO INDUSTRIES INC | 2.08% | |
| ARGENX SE SPONSORED ADR | 2.08% | |
| FORGENT POWER SOLUTIONS INC | 2.05% | |
| ELANCO ANIMAL HEALTH INC | 1.97% | |
| REPLIGEN CORP | 1.97% | |
| KARMAN HOLDINGS INC | 1.88% | |
| VULCAN MATERIALS CO | 1.86% | |
| CHURCHILL DOWNS INC | 1.83% | |
| MERCURY SYSTEMS INC | 1.78% | |
| CHIPOTLE MEXICAN GRILL INC | 1.73% | |
| TRADEWEB MARKETS INC A | 1.73% | |
| FERRARI NV | 1.69% | |
| WASTE CONNECTIONS INC | 1.67% | |
| WINGSTOP INC | 1.57% | |
| FAIR ISAAC CORP | 1.57% | |
| HAMILTON LANE INC - A | 1.56% | |
| NATERA INC | 1.53% | |
| DRAFTKINGS INC | 1.46% | |
| NETSKOPE INC-A | 1.45% | |
| DATADOG INC CL A | 1.37% | |
| STEVANATO GROUP SPA | 1.36% | |
| BWX TECHNOLOGIES INC | 1.30% | |
| HEARTFLOW INC | 1.23% | |
| REDDIT INC-A | 1.20% | |
| TEMPUS AI INC-A | 1.12% | |
| RAMBUS INC | 1.05% | |
| MP MATERIALS CORP | 0.46% |
DFDMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
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