Titelia

Holdings of Buffalo Mid Cap Discovery Fund

Buffalo Funds · Original filing · Compare with another fund · Report an error

Net assets
338M $ including 319M $ in equities, 94.4 %
Positions
72 in 3 countries
Top ten
25.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Hilton Worldwide Holdings Inc 38,25011.6M $3.44 %
2Verisk Analytics Inc 58,42311.1M $3.28 %
3Vertiv Holdings Co 43,80011M $3.25 %
4MSCI Inc 18,94010.2M $3.02 %
5Veeva Systems Inc 42,6877.5M $2.22 %
6Cencora Inc 22,5607.1M $2.10 %
7Tyler Technologies Inc 20,5007M $2.08 %
8AMETEK Inc 32,6007M $2.07 %
9Comfort Systems USA Inc 4,9006.8M $2.00 %
10Vistra Corp 43,9506.6M $1.95 %
11Copart Inc 197,0886.5M $1.94 %
12TransUnion 87,6886.1M $1.80 %
13Viking Holdings Ltd 80,3005.9M $1.75 %
14Procore Technologies Inc 101,0005.8M $1.70 %
15IQVIA Holdings Inc 33,2005.7M $1.68 %
16HEICO Corp 26,6005.6M $1.66 %
17Edwards Lifesciences Corp 70,0005.6M $1.66 %
18Intercontinental Exchange Inc 34,0385.4M $1.58 %
19Vulcan Materials Co 19,6005.3M $1.58 %
20Live Nation Entertainment Inc 34,7005.3M $1.57 %
21IDEXX Laboratories Inc 9,3745.3M $1.56 %
22Agilent Technologies Inc 45,9715.2M $1.55 %
23Kinsale Capital Group Inc 14,9605.1M $1.51 %
24Liberty Media Corp-Liberty Formula One 59,1705M $1.49 %
25Guidewire Software Inc 32,8754.9M $1.45 %
26Ferguson Enterprises Inc 20,9064.9M $1.44 %
27Monolithic Power Systems Inc 4,1774.6M $1.35 %
28CBRE Group Inc 33,5004.5M $1.34 %
29Howmet Aerospace Inc 19,3004.4M $1.32 %
30Analog Devices Inc 13,5004.3M $1.27 %
31Chewy Inc 158,3004.3M $1.26 %
32Moody's Corp 9,6004.2M $1.24 %
33Birkenstock Holding Plc 115,6004.1M $1.23 %
34Tractor Supply Co 90,0004.1M $1.21 %
35Autodesk Inc 16,9654.1M $1.20 %
36LPL Financial Holdings Inc 13,5004.1M $1.20 %
37Bio-Techne Corp 75,7754M $1.17 %
38STERIS PLC 17,9004M $1.17 %
39Onto Innovation Inc 19,0003.9M $1.15 %
40CoStar Group Inc 96,3413.9M $1.15 %
41Teledyne Technologies Inc 6,2453.8M $1.12 %
42Sprouts Farmers Market Inc 48,4583.7M $1.11 %
43Fastenal Co 75,5003.5M $1.04 %
44Airbnb Inc 27,6003.5M $1.03 %
45Synopsys Inc 8,7553.5M $1.03 %
46West Pharmaceutical Services Inc 13,6683.4M $1.01 %
47ROBLOX Corp 60,0003.4M $1.00 %
48Dexcom Inc 53,2113.3M $0.99 %
49Corpay Inc 11,1993.3M $0.96 %
50Insulet Corp 15,3003.2M $0.95 %
51Amphenol Corp 25,3243.2M $0.95 %
52Zscaler Inc 22,7003.2M $0.94 %
53Floor & Decor Holdings Inc 59,7003M $0.90 %
54Natera Inc 14,4812.9M $0.86 %
55Snowflake Inc 18,8442.8M $0.84 %
56Progyny Inc 165,1472.8M $0.83 %
57ON Semiconductor Corp 45,2002.8M $0.83 %
58Waste Connections Inc 17,0002.8M $0.82 %
59Celsius Holdings Inc 77,6762.8M $0.82 %
60Advanced Drainage Systems Inc 19,0002.6M $0.77 %
61Repligen Corp 21,3002.5M $0.74 %
62Shift4 Payments Inc 51,8672.3M $0.67 %
63Wingstop Inc 13,8002.1M $0.63 %
64Manhattan Associates Inc 15,6002.1M $0.61 %
65Bentley Systems Inc 58,0002M $0.60 %
66Universal Display Corp 21,3942M $0.58 %
67SLB Ltd 37,7901.9M $0.57 %
68Corning Inc 14,0001.9M $0.56 %
69Datadog Inc 15,9001.9M $0.56 %
70Descartes Systems Group Inc/The 25,0001.8M $0.53 %
71Credo Technology Group Holding Ltd 17,5001.6M $0.49 %
72Semtech Corp 20,8001.6M $0.47 %

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Sector breakdown

  • Industrials 18.8 %
  • Technology 13.6 %
  • Health care 12.1 %
  • Consumer discretionary 9.9 %
  • Financials 8.5 %
  • Communication 2.7 %
  • Utilities 2.1 %
  • Materials 1.7 %
  • Real estate 1.4 %
  • Energy 0.6 %
  • Unattributed 28.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.9 %
  • Bermuda 1.8 %
  • Jersey 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States70309M $96.85 %
2Bermuda15.9M $1.85 %
3Jersey14.1M $1.30 %
Cite this page

Titelia. "Holdings of Buffalo Mid Cap Discovery Fund". https://titelia.com/en/funds/S000006557