Titelia

Holdings of Baird Small/Mid Cap Growth Fund

Baird Funds Inc · Original filing · Compare with another fund · Report an error

Net assets
76.8M $ including 74M $ in equities, 96.3 %
Positions
60 in 2 countries
Top ten
24.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Curtiss-Wright Corp 3,7982.6M $3.37 %
2Neurocrine Biosciences Inc 17,1722.3M $2.94 %
3Vita Coco Co Inc/The 43,5092.1M $2.71 %
4Cava Group Inc 23,5001.9M $2.47 %
5UL Solutions Inc 19,8941.7M $2.22 %
6BWX Technologies Inc 8,3041.7M $2.21 %
7Comfort Systems USA Inc 1,2241.7M $2.20 %
8Dutch Bros Inc 32,8991.7M $2.17 %
9Insulet Corp 7,7261.6M $2.11 %
10Kadant Inc 5,1671.5M $1.97 %
11Casey's General Stores Inc 2,0611.5M $1.95 %
12Watsco Inc 4,1141.5M $1.95 %
13Churchill Downs Inc 16,3371.5M $1.91 %
14Tarsus Pharmaceuticals Inc 20,5811.4M $1.88 %
15Viper Energy Inc 29,9171.4M $1.83 %
16Insmed Inc 8,4961.4M $1.81 %
17Woodward Inc 3,8781.4M $1.81 %
18Boot Barn Holdings Inc 9,4751.4M $1.80 %
19Twilio Inc 10,7901.4M $1.77 %
20EMCOR Group Inc 1,8311.4M $1.76 %
21Glaukos Corp 12,5271.3M $1.76 %
22Fabrinet 2,5701.3M $1.74 %
23XPO Inc 6,8451.3M $1.73 %
24Jabil Inc 4,9611.3M $1.71 %
25National Storage Affiliates Trust 34,7651.3M $1.71 %
26Twist Bioscience Corp 26,3281.3M $1.63 %
27Kontoor Brands Inc 17,5371.2M $1.60 %
28Simpson Manufacturing Co Inc 7,1661.2M $1.60 %
29Lattice Semiconductor Corp 12,9111.2M $1.56 %
30FTAI Aviation Ltd 4,8711.2M $1.55 %
31Houlihan Lokey Inc 8,1861.2M $1.53 %
32Matador Resources Co 18,5761.2M $1.53 %
33Illumina Inc 9,4041.2M $1.51 %
34Align Technology Inc 6,6231.1M $1.48 %
35Equitable Holdings Inc 30,5071.1M $1.47 %
36Repligen Corp 9,4041.1M $1.44 %
37BJ's Wholesale Club Holdings Inc 11,0321.1M $1.41 %
38MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 4,8451.1M $1.40 %
39Dexcom Inc 16,9361.1M $1.38 %
40Descartes Systems Group Inc/The 14,3171M $1.33 %
41Kinsale Capital Group Inc 2,9811M $1.33 %
42Federal Signal Corp 9,227997.8K $1.30 %
43Bio-Techne Corp 19,024994.2K $1.29 %
44Waystar Holding Corp 41,159992.3K $1.29 %
45HealthEquity Inc 11,805986.5K $1.28 %
46Alignment Healthcare Inc 54,559961.3K $1.25 %
47Masimo Corp 5,261935.8K $1.22 %
48TransMedics Group Inc 9,183912.9K $1.19 %
49Kratos Defense & Security Solutions, Inc. 12,872907.6K $1.18 %
50Affirm Holdings Inc 19,148877.4K $1.14 %
51Rambus Inc 10,189876.6K $1.14 %
52Floor & Decor Holdings Inc 16,771852K $1.11 %
53Victoria's Secret & Co 17,803825.3K $1.07 %
54Littelfuse Inc 2,362801.5K $1.04 %
55Hubbell Inc 1,579774.9K $1.01 %
56XPEL Inc 16,900748K $0.97 %
57Crocs Inc 8,980745.5K $0.97 %
58SoFi Technologies Inc 45,615724.4K $0.94 %
59Wingstop Inc 4,329670.9K $0.87 %
60ServiceTitan Inc 9,532604.9K $0.79 %

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Sector breakdown

  • Industrials 16.6 %
  • Technology 7.0 %
  • Health care 4.9 %
  • Consumer discretionary 2.0 %
  • Consumer staples 1.5 %
  • Unattributed 67.9 %

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 98.2 %
  • Cayman Islands 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5972.7M $98.19 %
2Cayman Islands11.3M $1.81 %
Cite this page

Titelia. "Holdings of Baird Small/Mid Cap Growth Fund". https://titelia.com/en/funds/S000063403