LGOTX Mutual Fund

LGOTX Mutual Fund

NAV$32.48
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Showing the top 10 of 79 holdings · as of Aug 31, 2026
Top 10 weight
25.15%
LGOTX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
FIX
Comfort Systems USA Inc.Industrials · Construction
4.04%		4.0%19,855$30.69MIndustrialsConstruction
2
DDOG
Datadog Inc. Class AInfo Tech · Software
2.99%		7.0%95,697$22.68MInfo TechSoftware
Share changes, sector and industry · Pro
3—Cloudflare Inc (180 Day Lockup)
2.85%		9.9%71,082$21.69M
4
NTRA
Natera Inc
2.56%		12.4%60,397$19.45M
5
GH
Guardant Health, Inc
2.40%		14.8%114,780$18.25M
6
SNOW
Snowflake Inc
2.30%		17.1%52,655$17.45M
7
ALAB
Astera Labs Inc -
2.15%		19.3%54,878$16.30M
8
IBKR
Interactive Brokers Group Inc
1.99%		21.3%155,555$15.13M
9
RVMD
Revolution Medicines Inc
1.98%		23.3%73,106$15.03M
10
EME
Emcor Group Inc
1.89%		25.1%19,600$14.40M
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Themes in the top 10
InfrastructureCloud ComputingData & AnalyticsCybersecurityNetworking InfrastructureInternet & DigitalBiotechnologyOncologyLife Sciences ToolsDigital HealthArtificial IntelligenceSupply ChainSemiconductorsConnectors & InterconnectsMarket Infrastructure

LGOTX Mutual Fund Top Holdings

LGOTX holdings top 10 positions. The top 10 holdings account for 25.1% of the fund, led by Comfort Systems USA Inc. at 4.0%, Datadog Inc. Class A at 3.0%, Cloudflare Inc (180 Day Lockup) at 2.9%.

LGOTX portfolio concentration is well-diversified, with the top 10 representing 25.1% of total assets. The largest sector exposure is Information Technology at 34.4%.

LGOTX sectors provide a detailed breakdown. LGOTX overlap shows how holdings compare to other funds in your portfolio.