BUFTX Holdings — Buffalo Mid Cap Discovery Fund
Data updated: 2026-08-21
BUFTX holds 60 securities. The top 10 make up 26.7% of net assets, led by Lincoln Electric Holdings (3.80%) and First American Government Obligations Fund (3.76%). Industrials (28.1%) and Information Technology (24.0%) are the largest sectors, and 96.9% of the portfolio is in United States. No debt holdings are reported.
Holdings cover 100.06% of net asset value (99.95% of total assets; remainder is cash and receivables). As of June 30, 2026 · N-PORT.
BUFTX Portfolio Holdings
60 holdings of Buffalo Mid Cap Discovery Fund by percentage of net assets, from the fund's SEC N-PORT filing as of June 30, 2026.
| Holding | Ticker | Sector | % of net assets | Value (USD) |
|---|---|---|---|---|
| Lincoln Electric Holdings Inc | LECO | Industrials | 3.80% | $12.48M |
| First American Government Obligations Fund | FGXXX | Funds & ETFs | 3.76% | $12.34M |
| Comfort Systems USA Inc | FIX | Industrials | 2.96% | $9.71M |
| Datadog Inc | DDOG | Information Technology | 2.54% | $8.33M |
| AMETEK Inc | AME | Industrials | 2.40% | $7.89M |
| Rocket Lab Corp | RKLB | Industrials | 2.37% | $7.76M |
| Credo Technology Group Holding Ltd | CRDO | Information Technology | 2.31% | $7.59M |
| Corcept Therapeutics Inc | CORT | Health Care | 2.20% | $7.20M |
| Onto Innovation Inc | ONTO | Industrials | 2.19% | $7.19M |
| Impinj Inc | PI | Information Technology | 2.18% | $7.16M |
| Vistra Corp | VST | Utilities | 2.13% | $6.97M |
| Snowflake Inc | SNOW | Information Technology | 2.13% | $6.97M |
| Old National Bancorp/IN | ONB | Financials | 2.11% | $6.93M |
| Monolithic Power Systems Inc | MPWR | Information Technology | 2.11% | $6.91M |
| Cloudflare Inc | NET | Information Technology | 2.10% | $6.90M |
| HEICO Corp | HEI/A | Industrials | 2.09% | $6.86M |
| Natera Inc | NTRA | Health Care | 2.08% | $6.83M |
| BWX Technologies Inc | BWXT | Industrials | 1.96% | $6.43M |
| Live Nation Entertainment Inc | LYV | Communication Services | 1.94% | $6.35M |
| Hilton Worldwide Holdings Inc | HLT | Consumer Discretionary | 1.93% | $6.32M |
| Viking Therapeutics Inc | VKTX | Health Care | 1.85% | $6.07M |
| MasTec Inc | MTZ | Industrials | 1.79% | $5.87M |
| Viking Holdings Ltd | VIK | Consumer Discretionary | 1.75% | $5.74M |
| Samsara Inc | IOT | Information Technology | 1.74% | $5.72M |
| Halozyme Therapeutics Inc | HALO | Health Care | 1.74% | $5.69M |
| Liberty Media Corp-Liberty Formula One | FWONK | Communication Services | 1.72% | $5.63M |
| Guardant Health Inc | GH | Health Care | 1.70% | $5.59M |
| Edwards Lifesciences Corp | EW | Health Care | 1.66% | $5.43M |
| Guidewire Software Inc | GWRE | Information Technology | 1.65% | $5.40M |
| Toll Brothers Inc | TOL | Industrials | 1.62% | $5.31M |
| Axos Financial Inc | AX | Financials | 1.60% | $5.23M |
| Alnylam Pharmaceuticals Inc | ALNY | Health Care | 1.55% | $5.09M |
| IDEXX Laboratories Inc | IDXX | Health Care | 1.50% | $4.93M |
| West Pharmaceutical Services Inc | WST | Health Care | 1.50% | $4.91M |
| Modine Manufacturing Co | MOD | Consumer Discretionary | 1.49% | $4.90M |
| Krystal Biotech Inc | KRYS | Health Care | 1.48% | $4.84M |
| Boot Barn Holdings Inc | BOOT | Consumer Discretionary | 1.47% | $4.82M |
| Zeta Global Holdings Corp | ZETA | Information Technology | 1.46% | $4.79M |
| Newamsterdam Pharma Co NV | NAMS | Health Care | 1.44% | $4.71M |
| Leonardo DRS Inc | DRS | Industrials | 1.36% | $4.45M |
| DraftKings Inc | DKNG | Consumer Discretionary | 1.35% | $4.43M |
| Kratos Defense & Security Solutions Inc | KTOS | Industrials | 1.34% | $4.39M |
| MP Materials Corp | MP | Materials | 1.27% | $4.18M |
| Teledyne Technologies Inc | TDY | Information Technology | 1.27% | $4.16M |
| Ares Management Corp | ARES | Financials | 1.25% | $4.11M |
| Corpay Inc | CPAY | Industrials | 1.14% | $3.73M |
| Semtech Corp | SMTC | Information Technology | 1.12% | $3.68M |
| Howmet Aerospace Inc | HWM | Industrials | 1.11% | $3.66M |
| Dexcom Inc | DXCM | Health Care | 1.09% | $3.58M |
| Vertiv Holdings Co | VRT | Industrials | 1.06% | $3.48M |
| Amphenol Corp | APH | Information Technology | 1.03% | $3.38M |
| Kodiak Gas Services Inc | KGS | Energy | 0.98% | $3.21M |
| Revolution Medicines Inc | RVMD | Health Care | 0.97% | $3.17M |
| Powell Industries Inc | POWL | Industrials | 0.96% | $3.15M |
| Hamilton Lane Inc | HLNE | Financials | 0.95% | $3.12M |
| MSCI Inc | MSCI | Financials | 0.93% | $3.06M |
| Lumentum Holdings Inc | LITE | Information Technology | 0.78% | $2.57M |
| Coherent Corp | COHR | Information Technology | 0.77% | $2.54M |
| CoreWeave Inc | CRWV | Information Technology | 0.77% | $2.53M |
| Targa Resources Corp | TRGP | Energy | 0.53% | $1.74M |
BUFTX Sector Allocation
Buffalo Mid Cap Discovery Fund holdings grouped by sector, by share of the portfolio's market value.
| Sector | Weight | Holdings |
|---|---|---|
| Industrials | 28.1% | 15 |
| Information Technology | 24.0% | 15 |
| Health Care | 20.7% | 13 |
| Consumer Discretionary | 8.0% | 5 |
| Financials | 6.8% | 5 |
| Funds & ETFs | 3.8% | 1 |
| Communication Services | 3.7% | 2 |
| Utilities | 2.1% | 1 |
| Energy | 1.5% | 2 |
| Materials | 1.3% | 1 |
BUFTX Country Allocation
Where Buffalo Mid Cap Discovery Fund's holdings are domiciled, by percentage of net assets (largest 3).
| Country | % of net assets |
|---|---|
| United States | 96.9% |
| Bermuda | 1.8% |
| Netherlands | 1.4% |
BUFTX Portfolio Allocation
Asset-class allocation of Buffalo Mid Cap Discovery Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.3% |
| Cash & Equivalents | 3.8% |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.