Holdings of Buffalo Mid Cap Discovery Fund
Buffalo Funds · Original filing · Compare with another fund · Report an error
- Net assets
- 327.9M $ including 315.8M $ in equities, 96.3 %
- Positions
- 59 in 3 countries
- Top ten
- 25.1 % of net assets
- Filed on
- Jun 30, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Lincoln Electric Holdings Inc | 46,989 | 12.5M $ | 3.80 % |
| 2 | COMFORT SYSTEMS USA INC | 4,900 | 9.7M $ | 2.96 % |
| 3 | Datadog Inc | 31,999 | 8.3M $ | 2.54 % |
| 4 | AMETEK Inc | 32,600 | 7.9M $ | 2.41 % |
| 5 | Rocket Lab Corp | 76,332 | 7.8M $ | 2.37 % |
| 6 | Credo Technology Group Holding Ltd | 27,914 | 7.6M $ | 2.31 % |
| 7 | Corcept Therapeutics Inc | 82,811 | 7.2M $ | 2.20 % |
| 8 | ONTO INNOVATION INC | 19,000 | 7.2M $ | 2.19 % |
| 9 | Impinj Inc | 49,973 | 7.2M $ | 2.18 % |
| 10 | VISTRA CORP | 43,950 | 7M $ | 2.13 % |
| 11 | Snowflake Inc | 27,390 | 7M $ | 2.13 % |
| 12 | Old National Bancorp/IN | 267,595 | 6.9M $ | 2.11 % |
| 13 | MONOLITHIC POWER SYSTEMS INC | 5,000 | 6.9M $ | 2.11 % |
| 14 | Cloudflare Inc | 28,118 | 6.9M $ | 2.10 % |
| 15 | HEICO Corp | 26,600 | 6.9M $ | 2.09 % |
| 16 | NATERA INC | 25,173 | 6.8M $ | 2.08 % |
| 17 | BWX Technologies Inc | 33,041 | 6.4M $ | 1.96 % |
| 18 | Live Nation Entertainment Inc | 34,700 | 6.4M $ | 1.94 % |
| 19 | Hilton Worldwide Holdings Inc | 19,124 | 6.3M $ | 1.93 % |
| 20 | Viking Therapeutics Inc | 155,509 | 6.1M $ | 1.85 % |
| 21 | MasTec Inc | 14,111 | 5.9M $ | 1.79 % |
| 22 | Viking Holdings Ltd | 54,800 | 5.7M $ | 1.75 % |
| 23 | Samsara Inc | 176,455 | 5.7M $ | 1.74 % |
| 24 | Halozyme Therapeutics Inc | 72,737 | 5.7M $ | 1.74 % |
| 25 | Liberty Media Corp-Liberty Formula One | 59,170 | 5.6M $ | 1.72 % |
| 26 | GUARDANT HEALTH INC | 37,245 | 5.6M $ | 1.70 % |
| 27 | Edwards Lifesciences Corp | 60,000 | 5.4M $ | 1.66 % |
| 28 | Guidewire Software Inc | 43,864 | 5.4M $ | 1.65 % |
| 29 | Toll Brothers Inc | 32,205 | 5.3M $ | 1.62 % |
| 30 | Axos Financial Inc | 53,716 | 5.2M $ | 1.60 % |
| 31 | ALNYLAM PHARMACEUTICALS INC | 16,915 | 5.1M $ | 1.55 % |
| 32 | IDEXX Laboratories Inc | 9,374 | 4.9M $ | 1.50 % |
| 33 | West Pharmaceutical Services Inc | 13,668 | 4.9M $ | 1.50 % |
| 34 | Modine Manufacturing Co | 18,342 | 4.9M $ | 1.49 % |
| 35 | Krystal Biotech Inc | 13,035 | 4.8M $ | 1.48 % |
| 36 | Boot Barn Holdings Inc | 29,367 | 4.8M $ | 1.47 % |
| 37 | Zeta Global Holdings Corp | 243,316 | 4.8M $ | 1.46 % |
| 38 | NEWAMSTERDAM PHARMA COMPANY NV | 138,948 | 4.7M $ | 1.44 % |
| 39 | LEONARDO DRS INC | 104,250 | 4.4M $ | 1.36 % |
| 40 | DraftKings Inc | 175,403 | 4.4M $ | 1.35 % |
| 41 | Kratos Defense & Security Solutions Inc | 88,002 | 4.4M $ | 1.34 % |
| 42 | MP MATERIALS CORP | 74,615 | 4.2M $ | 1.27 % |
| 43 | Teledyne Technologies Inc | 6,245 | 4.2M $ | 1.27 % |
| 44 | Ares Management Corp | 36,904 | 4.1M $ | 1.25 % |
| 45 | Corpay Inc | 11,199 | 3.7M $ | 1.14 % |
| 46 | Semtech Corp | 22,763 | 3.7M $ | 1.12 % |
| 47 | Howmet Aerospace Inc | 13,600 | 3.7M $ | 1.12 % |
| 48 | Dexcom Inc | 53,211 | 3.6M $ | 1.09 % |
| 49 | Vertiv Holdings Co | 10,390 | 3.5M $ | 1.06 % |
| 50 | Amphenol Corp | 19,193 | 3.4M $ | 1.03 % |
| 51 | Kodiak Gas Services Inc | 42,703 | 3.2M $ | 0.98 % |
| 52 | REVOLUTION MEDICINES INC | 16,947 | 3.2M $ | 0.97 % |
| 53 | POWELL INDUSTRIES INC | 10,997 | 3.1M $ | 0.96 % |
| 54 | Hamilton Lane Inc | 39,615 | 3.1M $ | 0.95 % |
| 55 | MSCI Inc | 5,469 | 3.1M $ | 0.93 % |
| 56 | LUMENTUM HOLDINGS INC | 3,000 | 2.6M $ | 0.78 % |
| 57 | Coherent Corp | 6,436 | 2.5M $ | 0.77 % |
| 58 | CoreWeave Inc | 25,385 | 2.5M $ | 0.77 % |
| 59 | Targa Resources Corp | 6,500 | 1.7M $ | 0.53 % |
Sector breakdown
- Industrials 15.2 %
- Technology 14.4 %
- Health care 9.7 %
- Consumer discretionary 3.8 %
- Financials 3.5 %
- Utilities 2.2 %
- Communication 2.0 %
- Energy 0.6 %
- Unattributed 48.6 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 96.7 %
- Bermuda 1.8 %
- Netherlands 1.5 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 57 | 305.3M $ | 96.69 % |
| 2 | Bermuda | 1 | 5.7M $ | 1.82 % |
| 3 | Netherlands | 1 | 4.7M $ | 1.49 % |
Cite this page
Titelia. "Holdings of Buffalo Mid Cap Discovery Fund". https://titelia.com/en/funds/S000006557