Basic Stats
Portfolio Value $ 586,710,305
Current Positions 73
Latest Holdings, Performance, AUM (from 13F, 13D)

BUFTX - Buffalo Discovery Fund Investor Class has disclosed 73 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 586,710,305 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). BUFTX - Buffalo Discovery Fund Investor Class’s top holdings are Fidelity Colchester Street Trust - Fidelity Institutional Money Market Funds Government Portfolio Class I (US:FIGXX) , MSCI Inc. (US:MSCI) , Veeva Systems Inc. (US:VEEV) , Vistra Corp. (US:VST) , and Vertiv Holdings Co (US:VRT) . BUFTX - Buffalo Discovery Fund Investor Class’s new positions include Cencora, Inc. (US:COR) , Kinsale Capital Group, Inc. (US:KNSL) , Fair Isaac Corporation (US:FICO) , Datadog, Inc. (US:DDOG) , and Manhattan Associates, Inc. (US:MANH) .

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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.04 11.95 2.0383 2.0383
0.01 7.24 1.2346 1.2346
0.02 6.85 1.1687 1.1687
0.00 6.80 1.1597 1.1597
0.09 17.05 2.9070 1.1039
0.04 6.04 1.0309 1.0309
0.03 6.04 1.0305 1.0305
0.02 6.03 1.0280 1.0280
0.09 5.85 0.9972 0.9972
0.61 5.74 0.9789 0.9789
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.00 0.00 -1.9425
0.15 12.77 2.1770 -1.2477
0.19 6.53 1.1142 -1.0979
0.00 0.00 -1.0130
0.02 7.55 1.2876 -0.9620
0.02 2.61 0.4456 -0.8932
0.03 6.13 1.0462 -0.8340
0.20 9.67 1.6493 -0.7126
0.03 17.84 3.0432 -0.7022
18.05 18.05 3.0783 -0.6928
13F and Fund Filings

This form was filed on 2025-08-19 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
FIGXX / Fidelity Colchester Street Trust - Fidelity Institutional Money Market Funds Government Portfolio Class I 18.05 -16.44 18.05 -16.44 3.0783 -0.6928
MSCI / MSCI Inc. 0.03 -18.45 17.84 -16.83 3.0432 -0.7022
VEEV / Veeva Systems Inc. 0.06 0.00 17.48 24.33 2.9805 0.5266
VST / Vistra Corp. 0.09 0.00 17.05 65.04 2.9070 1.1039
VRT / Vertiv Holdings Co 0.10 0.00 13.16 77.86 2.2447 0.9528
VRSK / Verisk Analytics, Inc. 0.04 0.00 13.15 4.66 2.2430 0.0493
CSGP / CoStar Group, Inc. 0.16 -20.07 12.81 -18.88 2.1848 -0.5723
TRU / TransUnion 0.15 -38.63 12.77 -34.93 2.1770 -1.2477
FOUR / Shift4 Payments, Inc. 0.13 0.00 12.55 21.30 2.1410 0.3342
IT / Gartner, Inc. 0.03 42.45 12.43 37.19 2.1202 0.5381
AME / AMETEK, Inc. 0.07 0.00 12.23 5.12 2.0862 0.0548
COR / Cencora, Inc. 0.04 11.95 2.0383 2.0383
PCOR / Procore Technologies, Inc. 0.15 16.67 10.54 20.91 1.7969 0.2756
ADSK / Autodesk, Inc. 0.03 -17.78 10.02 -2.78 1.7087 -0.0904
HEIA / Heico Corp. - Class A 0.04 0.00 9.99 22.65 1.7033 0.2817
IDXX / IDEXX Laboratories, Inc. 0.02 0.00 9.81 27.72 1.6738 0.3323
CPRT / Copart, Inc. 0.20 -17.57 9.67 -28.52 1.6493 -0.7126
LYV / Live Nation Entertainment, Inc. 0.06 0.00 9.53 15.85 1.6254 0.1893
GWRE / Guidewire Software, Inc. 0.04 0.00 9.39 25.68 1.6011 0.2969
SNOW / Snowflake Inc. 0.04 0.00 9.17 53.10 1.5646 0.5185
APH / Amphenol Corporation 0.09 -21.44 9.05 18.28 1.5427 0.2076
FERG / Ferguson Enterprises Inc. 0.04 0.00 9.01 35.91 1.5368 0.3792
ELF / e.l.f. Beauty, Inc. 0.07 -48.32 8.41 2.42 1.4346 0.0007
CYBR / CyberArk Software Ltd. 0.02 0.00 8.38 20.38 1.4294 0.2139
OLED / Universal Display Corporation 0.05 0.00 8.32 10.74 1.4197 0.1074
TYL / Tyler Technologies, Inc. 0.01 0.00 8.30 1.97 1.4154 -0.0055
MKTX / MarketAxess Holdings Inc. 0.04 0.00 8.15 3.23 1.3902 0.0117
PODD / Insulet Corporation 0.03 0.00 7.92 19.65 1.3502 0.1950
HUBS / HubSpot, Inc. 0.01 27.40 7.76 24.12 1.3242 0.2322
EFX / Equifax Inc. 0.03 -16.82 7.69 -11.42 1.3120 -0.2042
CPAY / Corpay, Inc. 0.02 -38.43 7.55 -41.41 1.2876 -0.9620
SNPS / Synopsys, Inc. 0.01 0.00 7.51 19.56 1.2813 0.1842
PGNY / Progyny, Inc. 0.34 0.00 7.48 -1.51 1.2762 -0.0503
PINS / Pinterest, Inc. 0.21 -22.55 7.39 -10.40 1.2604 -0.1796
CART / Maplebear Inc. 0.16 -33.47 7.37 -24.55 1.2576 -0.4485
KBR / KBR, Inc. 0.15 0.00 7.26 -3.76 1.2386 -0.0787
KNSL / Kinsale Capital Group, Inc. 0.01 7.24 1.2346 1.2346
IQV / IQVIA Holdings Inc. 0.05 0.00 7.20 -10.62 1.2272 -0.1781
EW / Edwards Lifesciences Corporation 0.09 0.00 7.20 7.90 1.2271 0.0630
NTRA / Natera, Inc. 0.04 0.00 7.02 19.48 1.1980 0.1715
ALNY / Alnylam Pharmaceuticals, Inc. 0.02 -2.21 7.02 80.06 1.1964 0.7055
WING / Wingstop Inc. 0.02 6.85 1.1687 1.1687
FICO / Fair Isaac Corporation 0.00 6.80 1.1597 1.1597
ALC / Alcon Inc. 0.08 -28.13 6.77 -33.17 1.1539 -0.6134
MLM / Martin Marietta Materials, Inc. 0.01 -26.30 6.69 -21.66 1.1415 -0.1498
NTNX / Nutanix, Inc. 0.09 -12.06 6.69 -3.71 1.1407 -0.0719
SLB / Schlumberger Limited 0.19 -36.24 6.53 -48.44 1.1142 -1.0979
DXCM / DexCom, Inc. 0.07 125.34 6.43 188.13 1.0973 0.7073
ICE / Intercontinental Exchange, Inc. 0.03 -46.45 6.13 -43.05 1.0462 -0.8340
DKNG / DraftKings Inc. 0.14 -35.29 6.13 -16.43 1.0460 -0.2353
DDOG / Datadog, Inc. 0.04 6.04 1.0309 1.0309
MANH / Manhattan Associates, Inc. 0.03 6.04 1.0305 1.0305
ZS / Zscaler, Inc. 0.02 6.03 1.0280 1.0280
TECH / Bio-Techne Corporation 0.12 0.00 5.97 -12.25 1.0176 -0.1694
KMX / CarMax, Inc. 0.09 5.85 0.9972 0.9972
CCCS / CCC Intelligent Solutions Holdings Inc. 0.61 5.74 0.9789 0.9789
MDB / MongoDB, Inc. 0.03 5.71 0.9741 0.9741
WMS / Advanced Drainage Systems, Inc. 0.05 -25.38 5.57 -21.13 0.9500 -0.2828
TOU / Tourmaline Oil Corp. 0.37 0.00 5.52 11.97 0.9414 0.0808
A / Agilent Technologies, Inc. 0.05 0.00 5.48 0.88 0.9353 -0.0137
GDDY / GoDaddy Inc. 0.03 -20.66 5.46 -20.70 0.9316 -0.2709
LULU / lululemon athletica inc. 0.02 0.00 5.46 -16.08 0.9313 -0.2045
ICLR / ICON Public Limited Company 0.04 -27.42 5.09 -39.68 0.8682 -0.6048
FDS / FactSet Research Systems Inc. 0.01 0.00 4.96 -1.63 0.8467 -0.0343
TREX / Trex Company, Inc. 0.09 -13.80 4.95 -29.60 0.8439 -0.1189
EXPE / Expedia Group, Inc. 0.03 0.00 4.71 0.34 0.8041 -0.0162
WST / West Pharmaceutical Services, Inc. 0.02 0.00 4.59 -2.28 0.7836 -0.0371
ADI / Analog Devices, Inc. 0.02 0.00 4.17 18.02 0.7104 0.0943
ROST / Ross Stores, Inc. 0.03 -79.87 3.86 -77.53 0.6583 -0.3159
MPWR / Monolithic Power Systems, Inc. 0.01 0.00 3.82 26.10 0.6520 0.1227
TTD / The Trade Desk, Inc. 0.05 0.00 3.60 31.54 0.6139 0.1362
BIRK / Birkenstock Holding plc 0.07 3.57 0.6089 0.6089
XYL / Xylem Inc. 0.02 -68.54 2.61 -65.93 0.4456 -0.8932
OKTA / Okta, Inc. 0.00 -100.00 0.00 -100.00 -1.9425
PTC / PTC Inc. 0.00 -100.00 0.00 -100.00 -1.0130