Buffalo Mid Cap Discovery Fund

Buffalo Mid Cap Discovery Fund reported 105 holdings worth US$328M as of Jun 30, 2026 (Form N-PORT)

As of Jun 30, 2026 · Filed Aug 21, 2026

Buffalo Mid Cap Discovery Fund reported 105 holdings worth US$328M as of Jun 30, 2026. Largest: Lincoln Electric Holdings, Inc., Comfort Systems Usa, Inc. and Datadog, Inc. Filed Aug 21, 2026 (Form N-PORT).

Holdings
105
Value as reported
US$328M

The filing in full

CompanySharesValue as reported% of portfolio
Lincoln Electric Holdings, Inc.46,989US$12.5M3.8%
Comfort Systems Usa, Inc.4,900US$9.71M3.0%
Datadog, Inc.31,999US$8.33M2.5%
Ametek, Inc.32,600US$7.89M2.4%
Rocket Lab Corporation76,332US$7.76M2.4%
Credo Technology Group Holding Ltd27,914US$7.59M2.3%
Corcept Therapeutics Incorporated82,811US$7.2M2.2%
Onto Innovation Inc.19,000US$7.19M2.2%
Impinj, Inc.49,973US$7.16M2.2%
Vistra Corp.43,950US$6.97M2.1%
Snowflake Inc.27,390US$6.97M2.1%
Old National Bancorp268KUS$6.93M2.1%
Monolithic Power Systems, Inc.5,000US$6.91M2.1%
Cloudflare, Inc.28,118US$6.9M2.1%
Heico Corporation26,600US$6.86M2.1%
Natera, Inc.25,173US$6.83M2.1%
Bwx Technologies, Inc.33,041US$6.43M2.0%
Live Nation Entertainment, Inc.34,700US$6.35M1.9%
Hilton Worldwide Holdings Inc.19,124US$6.32M1.9%
Viking Therapeutics, Inc.156KUS$6.07M1.8%
Mastec, Inc.14,111US$5.87M1.8%
Viking Holdings Ltd54,800US$5.74M1.7%
Samsara Inc.176KUS$5.72M1.7%
Halozyme Therapeutics, Inc.72,737US$5.69M1.7%
Liberty Media Corporation - Series A Liberty Formula One59,170US$5.63M1.7%
Guardant Health, Inc.37,245US$5.59M1.7%
Edwards Lifesciences Corporation60,000US$5.43M1.7%
Guidewire Software, Inc.43,864US$5.4M1.6%
Toll Brothers, Inc.32,205US$5.31M1.6%
Axos Financial, Inc.53,716US$5.23M1.6%
Alnylam Pharmaceuticals, Inc.16,915US$5.09M1.6%
Idexx Laboratories, Inc.9,374US$4.93M1.5%
West Pharmaceutical Services, Inc.13,668US$4.91M1.5%
Modine Manufacturing Company18,342US$4.9M1.5%
Krystal Biotech, Inc.13,035US$4.84M1.5%
Boot Barn Holdings, Inc.29,367US$4.82M1.5%
Zeta Global Holdings Corp.243KUS$4.79M1.5%
Newamsterdam Pharma Company N.v.139KUS$4.71M1.4%
Leonardo Drs, Inc.104KUS$4.45M1.4%
Draftkings Inc.175KUS$4.43M1.4%
Kratos Defense & Security Solutions, Inc.88,002US$4.39M1.3%
Mp Materials Corp.74,615US$4.18M1.3%
Teledyne Technologies Incorporated6,245US$4.16M1.3%
Ares Management Corporation36,904US$4.11M1.3%
Corpay, Inc.11,199US$3.73M1.1%
Semtech Corporation22,763US$3.68M1.1%
Howmet Aerospace Inc.13,600US$3.66M1.1%
Dexcom, Inc.53,211US$3.58M1.1%
Vertiv Holdings, Llc10,390US$3.48M1.1%
Amphenol Corporation19,193US$3.38M1.0%
Kodiak Gas Services, Inc.42,703US$3.21M0.98%
Revolution Medicines, Inc.16,947US$3.17M0.97%
Powell Industries, Inc.10,997US$3.15M0.96%
Hamilton Lane Incorporated39,615US$3.12M0.95%
Msci Inc.5,469US$3.06M0.93%
Lumentum Holdings Inc.3,000US$2.57M0.78%
Coherent Corp.6,436US$2.54M0.77%
Coreweave, Inc.25,385US$2.53M0.77%
Targa Resources, Inc.6,500US$1.74M0.53%
Advanced Drainage Systems, Inc.0US$00.00%
Copart, Inc.0US$00.00%
Steris Plc (ireland)0US$00.00%
Slb Limited0US$00.00%
Verisk Analytics, Inc.0US$00.00%
Tractor Supply Company0US$00.00%
Analog Devices, Inc.0US$00.00%
Floor & Decor Holdings, Inc.0US$00.00%
Birkenstock Holding Plc0US$00.00%
Progyny, Inc.0US$00.00%
Manhattan Associates, Inc.0US$00.00%
Descartes Systems Group Inc.0US$00.00%
Procore Technologies, Inc.0US$00.00%
Fastenal Company0US$00.00%
Bentley Systems, Incorporated0US$00.00%
Cencora, Inc.0US$00.00%
Synopsys, Inc.0US$00.00%
Tyler Technologies, Inc.0US$00.00%
Zscaler Inc0US$00.00%
Sprouts Farmers Market, Inc.0US$00.00%
Kinsale Capital Group, Inc.0US$00.00%
Veeva Systems Inc.0US$00.00%
Wingstop Inc.0US$00.00%
Waste Connections, Inc.0US$00.00%
Chewy, Inc.0US$00.00%
Celsius Holdings, Inc.0US$00.00%
Repligen Corporation0US$00.00%
Shift4 Payments, Inc.0US$00.00%
Cbre Group Inc0US$00.00%
Airbnb, Inc.0US$00.00%
Agilent Technologies, Inc.0US$00.00%
Intercontinental Exchange Inc.0US$00.00%
On Semiconductor Corporation0US$00.00%
Bio-techne Corp0US$00.00%
Universal Display Corporation0US$00.00%
Corning Incorporated0US$00.00%
Iqvia Holdings, Inc.0US$00.00%
Vulcan Materials Company (holding Company)0US$00.00%
Ferguson Enterprises Inc.0US$00.00%
Transunion0US$00.00%
Lpl Financial Holdings Inc.0US$00.00%

Every holding of Buffalo Mid Cap Discovery Fund

Source

View original at SEC

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