Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TCGCX vs CTOGX
Shared holdings
12
TCGCX covered by CTOGX
14.84%
CTOGX covered by TCGCX
14.84%
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.
TCGCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Thornburg Capital Management Fund | 7.53% | |
| ARGAN INC | 6.92% | |
| VERTIV HOLDINGS CO | 6.03% | |
| TECHNIPFMC PLC | 4.30% | |
| SITIME CORP | 3.75% | |
| MAREX GROUP PLC | 3.72% | |
| SHARKNINJA INC | 3.53% | |
| CASELLA WASTE SYS INC CL A | 3.30% | |
| INSMED INC | 3.21% | |
| APPLIED INDU TEC | 2.81% | |
| CYTOKINETICS INC | 2.80% | |
| ITT INC | 2.71% | |
| MICROSOFT CORP | 2.64% | |
| JFROG LTD | 2.58% | |
| RAMBUS INC | 2.56% | |
| ARTIVION INC | 2.44% | |
| PURE STORAGE INC CL A | 2.42% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 2.38% | |
| STANDARDAERO INC | 2.21% | |
| ALPHABET INC CL A | 1.95% | |
| TRADEWEB MARKETS INC A | 1.93% | |
| SAIA INC | 1.83% | |
| REPLIGEN CORP | 1.77% | |
| CELSIUS HOLDINGS INC | 1.60% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 1.58% | |
| BROADCOM INC | 1.47% | |
| AMAZON.COM INC | 1.38% | |
| S&P GLOBAL INC | 1.21% | |
| MASTERCARD INC CL A | 1.19% | |
| META PLATFORMS INC CL A | 1.16% | |
| VANGUARD SM-C ET | 0.93% | |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.77% | |
| ROYALTY PHARMA PLC | 0.77% | |
| VICTORIA'S SECRET and CO | 0.76% | |
| TALEN ENERGY CORP | 0.76% | |
| GLAUKOS CORP | 0.60% | |
| HEICO CORP CL A | 0.60% | |
| SAMSARA INC-CL A | 0.58% | |
| REDDIT INC-A | 0.58% | |
| PROGRESSIVE CORP OHIO | 0.58% | |
| TRANSUNION | 0.54% | |
| AGILYSYS INC | 0.51% | |
| MIRION TECHNOLOGIES INC-A | 0.49% | |
| SHOPIFY INC CL A | 0.45% | |
| GUIDEWIRE SOFTWARE INC | 0.45% | |
| TAPESTRY INC | 0.44% | |
| VEEVA SYSTEMS-A | 0.43% | |
| STEPSTONE GROUP INC CLASS A | 0.39% | |
| INSULET CORP | 0.35% | |
| WHEATON PRECIOUS METALS CORP | 0.33% |
CTOGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| LUMENTUM HOLDINGS INC | 4.62% | |
| MONOLITHIC POWER SYS INC | 2.55% | |
| FTAI AVIATION LTD | 2.41% | |
| SITIME CORP | 2.37% | |
| FIVE BELOW INC | 2.34% | |
| GUARDANT HEALTH INC | 2.29% | |
| MERCURY SYSTEMS INC | 2.26% | |
| JFROG LTD | 2.11% | |
| STIFEL FINANCIAL CORP | 2.10% | |
| RUSH STREET INTERACTIVE INC | 2.04% | |
| CARPENTER TECHNOLOGY CORP | 1.96% | |
| INSMED INC | 1.96% | |
| CARVANA CO CL A | 1.79% | |
| APPLOVIN CORP | 1.74% | |
| DAVE INC | 1.69% | |
| MAMA'S CREATIONS INC | 1.66% | |
| TEMPUR SEALY INTERNATIONAL INC | 1.66% | |
| CIENA CORP | 1.61% | |
| CH ROBINSON WORLDWIDE INC | 1.60% | |
| TOPBUILD CORP | 1.60% | |
| ARGAN INC | 1.57% | |
| ADV ENERGY INDS | 1.52% | |
| BOOT BARN HOLDINGS INC | 1.49% | |
| NPK INTERNATIONAL INC | 1.45% | |
| STERLING INFRASTRUCTURE INC | 1.45% | |
| MAREX GROUP PLC | 1.42% | |
| SHARKNINJA INC | 1.42% | |
| HERC HOLDINGS INC | 1.41% | |
| TAT TECHNOLOGIES LTD | 1.36% | |
| CECO ENVIRONMNTL | 1.35% | |
| XPO LOGISTICS INC | 1.33% | |
| MASTEC INC | 1.29% | |
| AXON ENTERPRISE INC | 1.22% | |
| COMFORT SYSTEMS USA INC | 1.21% | |
| BRIDGEBIO PHARMA INC | 1.20% | |
| ADAPTIVE BIOTECHNOLOGIES CORP | 1.17% | |
| IONIS PHARMACEUTICALS INC | 1.15% | |
| NATERA INC | 1.09% | |
| LIGAND PHARMACEUTICALS | 1.09% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 1.07% | |
| RBC BEARINGS INC | 1.06% | |
| ULTRA CLEAN HOLDINGS INC | 1.04% | |
| VIAVI SOLUTIONS INC | 1.03% | |
| ADMA BIOLOGICS INC | 1.03% | |
| ARMSTRONG WORLD INDUSTRIES INC | 1.03% | |
| EVERCORE INC A | 1.01% | |
| RED VIOLET INC | 0.99% | |
| CELSIUS HOLDINGS INC | 0.98% | |
| EXTREME NETWORKS INC | 0.91% | |
| PLANET LABS PBC A | 0.87% |
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