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BDFUX vs WAMCX

Shared holdings
10
BDFUX covered by WAMCX
15.23%
WAMCX covered by BDFUX
15.23%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BDFUX (March 31, 2026)

SecurityWeight
LIBERTY LIVE HOLDINGS INC C4.13%
ADV ENERGY INDS4.09%
DYNATRACE INC3.93%
LOAR HOLDINGS INC3.02%
GUIDEWIRE SOFTWARE INC2.96%
CAREDX INC2.74%
FORGENT POWER SOLUTIONS INC2.66%
SITEONE LANDSCAPE SUPPLY INC2.64%
WAYSTAR HOLDING CORP2.63%
ESTABLISHMENT LABS HOLDINGS INC2.58%
HEARTFLOW INC2.58%
WYNN RESORTS LTD2.35%
NOVANTA INC2.28%
TEXAS ROADHOUSE INC2.23%
REPLIGEN CORP2.13%
CASELLA WASTE SYS INC CL A2.12%
MONTROSE ENVIRONMENTAL GROUP INC2.05%
BIRKENSTOCK HOLDING LTD2.01%
PRIMO BRANDS CORP A1.96%
KARMAN HOLDINGS INC1.91%
TEMPUS AI INC-A1.91%
SITIME CORP1.91%
MERCURY SYSTEMS INC1.91%
PROCORE TECHNOLOGIES INC1.88%
STEPSTONE GROUP INC CLASS A1.81%
DRAFTKINGS INC1.78%
AAON INC1.72%
ALKAMI TECHNOLOGY INC1.71%
KINSALE CAPITAL GROUP INC1.69%
BADGER METER INC1.66%
SERVICETITAN INC-A1.65%
ENPRO INDUSTRIES INC1.58%
WINGSTOP INC1.53%
STEVANATO GROUP SPA1.53%
BILLIONTOONE INC1.49%
NOVA LTD1.44%
Brunello Cucinelli SpA1.44%
GCI LIBERTY INC. - CL C1.41%
FLOOR & DECOR-A1.27%
VARONIS SYSTEMS INC1.26%
SENTINELONE INC1.16%
TWFG INC (CLASS A)1.13%
INDIE SEMICONDUCTOR INC1.12%
ARCUTIS BIOTHERAPEUTICS INC1.10%
RBC BEARINGS INC1.08%
NETSKOPE INC-A1.06%
IRHYTHM TECHNOLOGIES INC1.01%
VERACYTE INC1.00%
ON HOLDING AG0.95%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A0.95%

WAMCX (March 31, 2026)

SecurityWeight
HEALTHEQUITY INC4.71%
FRESHPET INC4.52%
PDF SOLUTIONS INC3.95%
RBC BEARINGS INC3.89%
CASELLA WASTE SYS INC CL A3.52%
KULICKE and SOFFA INDUSTRIES INC3.03%
Johnnie-O Holdings, Inc.2.94%
FABRINET2.89%
JFROG LTD2.69%
CAMTEK LTD2.63%
ESPERION THERAPEUTICS INC NEW2.60%
PROCORE TECHNOLOGIES INC2.56%
FIVE BELOW INC2.48%
BANK OZK2.47%
SITIME CORP2.46%
BE SEMICONDUCTOR2.46%
VIKING THERAPEUTICS INC2.45%
LOAR HOLDINGS INC2.42%
CERUS CORP2.36%
SHIFT4 PAYMENTS INC2.17%
OLLIES BARGAIN OUTLET HOLDINGS INC2.08%
DYNE THERAPEUTICS INC1.98%
ATRICURE INC1.97%
EVERUS CONSTRUCTION GROUP INC1.94%
C4 THERAPEUTICS INC1.75%
FLOOR & DECOR-A1.71%
INSPIRE MEDICAL SYSTEMS INC1.65%
ON HOLDING AG1.64%
REPLIGEN CORP1.62%
PAYMENTUS HOLDINGS INC CL A1.59%
TRANSMEDICS GROUP INC1.55%
GLOBAL-E ONLINE LTD1.54%
AGILYSYS INC1.45%
ARTIVION INC1.40%
PHATHOM PHARMACEUTICALS INC1.38%
PROCEPT BIOROBOTICS CORP1.37%
DUTCH BROS INC-A1.28%
NOVA LTD1.25%
TREX CO INC1.25%
IMMATICS NV1.13%
CASTLE BIOSCIENCES INC1.06%
MACROGENICS INC1.04%
GOOSEHEAD INSURANCE1.02%
AQUESTIVE THERAPEUTICS INC0.89%
BALCHEM CORP0.89%
INTELLIA THERAPEUTICS INC0.82%
NKARTA INC0.79%
PATTERN GROUP INC0.76%
ARVINAS INC0.73%
PAYLOCITY HOLDING CORP0.68%

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