All superinvestors
BB

Brian Berghuis

T. Rowe Price Mid-Cap Growth·growth·Retail & diversified funds
RPMGX

~13% since 1992

Portfolio value

$19.5B

Positions

102

Top 5 concentration

12%

New buys this quarter

2

Track record vs S&P 500

$RPMGX · total return since 2003

$10k grew to

$101k

CAGR

10.6%

vs S&P 500

+0.2%/yr

See the full comparison chart

Quarterly activity

What Brian Berghuis bought and sold each quarter.

Mar 2026vs Dec 2025

Bought (25)

$RBA.TONew buy0.9%$PODDNew buy0.9%$USFDNew buy0.9%$SARONew buy0.7%$APGNew buy0.6%$DSG.TONew buy0.4%$GWRENew buy0.4%$BROSNew buy0.3%$AYINew buy0.3%$CGONNew buy0.3%$RMBSNew buy0.3%$KYMRNew buy0.2%$RALNew buy0.2%$AAdded+10.6%$MTDAdded+5.7%$ALNYAdded+39.8%$TYLAdded+9.3%$VLTOAdded+43.1%$PLNTAdded+8.5%$WSTAdded+104.6%$ULSAdded+42.2%$TRUAdded+5.1%$SCIAdded+21.6%$BAHAdded+5.8%$MANHAdded+35.9%

Sold (25)

$ALGNSold out$HOLXSold out$EXESold out$CCCSold out$MOHSold out$TOSTSold out$CSGPSold out$APHTrimmed-85%$RVMDTrimmed-64.5%$DKNGTrimmed-64.3%$AVTRTrimmed-55.9%$LNGTrimmed-51.5%$QDELTrimmed-47.6%$TXRHTrimmed-46.9%$CASYTrimmed-41.9%$IONSTrimmed-30.7%$BWXTTrimmed-28.7%$TXTTrimmed-27.8%$ROSTTrimmed-23%$LSCCTrimmed-22.5%$PCVXTrimmed-22.2%$YUMTrimmed-18.6%$MTSITrimmed-14.4%$CORTrimmed-13.1%$ZSTrimmed-12.7%
Dec 2025vs Sep 2025

Bought (25)

$CORNew buy1.7%$POOLNew buy1%$NTRANew buy0.3%$CORTNew buy0.1%$NUVLNew buy0.1%$MSCIAdded+11.5%$BURLAdded+19%$MCHPAdded+5.1%$ODFLAdded+11.9%$VLTOAdded+57%$CCCAdded+6.2%$MANHAdded+31.3%$BAHAdded+30.3%$ZMAdded+17.2%$SCIAdded+151.5%$ELANAdded+65.6%$WSTAdded+55.3%$TWAdded+28.8%$WHAdded+11.3%$MOHAdded+19.7%$EHCAdded+27%$UAdded+45.6%$RYANAdded+51.2%$ACLXAdded+55%$WINGAdded+10.4%

Sold (25)

$LLYVKSold out$SEESold out$CARTTrimmed-92.1%$GLWTrimmed-82.1%$HOLXTrimmed-68.8%$BRKRTrimmed-47.9%$RVMDTrimmed-43.9%$DKNGTrimmed-40%$DUOLTrimmed-37.4%$BWXTTrimmed-36.7%$EFXTrimmed-36.4%$TTDTrimmed-34.9%$TOSTTrimmed-33.2%$ROSTTrimmed-32.4%$BRTrimmed-31.8%$APHTrimmed-29.6%$CYTKTrimmed-28.5%$FTVTrimmed-26.9%$EXETrimmed-25.6%$IONSTrimmed-25.6%$PTrimmed-24.7%$LNGTrimmed-23.1%$ASNDTrimmed-22.8%$CASYTrimmed-22.7%$PWRTrimmed-21.8%
Sep 2025vs Jun 2025

Bought (25)

$WHNew buy0.5%$ELANNew buy0.4%$TERNew buy0.4%$RYANNew buy0.3%$UNew buy0.3%$ACLXNew buy0.3%$SCINew buy0.3%$AURNew buy0.2%$MHNew buy0.2%$FLYNew buy0.1%$DTMNew buy0.1%$NTSKNew buy0.1%$CAINew buy0.1%$HLTAdded+21.4%$YUMAdded+10.1%$TYLAdded+12.6%$MTDAdded+26.6%$MSCIAdded+33%$FERGAdded+8.2%$TRUAdded+29%$ULTAAdded+11.7%$ODFLAdded+12.5%$NYTAdded+5.7%$BAHAdded+112.9%$MTSIAdded+162.9%

Sold (25)

$LULUSold out$ITSold out$FICOSold out$VRSKSold out$IEXTrimmed-58.9%$BRTrimmed-58.8%$JBHTTrimmed-58%$FTVTrimmed-56.9%$WCN.TOTrimmed-56.7%$CSGPTrimmed-46.9%$MKTXTrimmed-44.2%$BALLTrimmed-43%$MTCHTrimmed-41.6%$ZMTrimmed-38.4%$BRKRTrimmed-37.8%$ALNYTrimmed-35.9%$TTDTrimmed-34.3%$BWXTTrimmed-34.1%$TXTTrimmed-29.5%$MCHPTrimmed-29.3%$TFXTrimmed-26%$TOSTTrimmed-25.9%$ROSTTrimmed-24.3%$PTrimmed-23.3%$CASYTrimmed-22.2%
Jun 2025vs Mar 2025

Bought (25)

$MSCINew buy1.1%$GLWNew buy0.5%$BNTXNew buy0.5%$MANHNew buy0.5%$MTSINew buy0.4%$BAHNew buy0.4%$MASINew buy0.3%$HUBSNew buy0.3%$RVMDNew buy0.2%$HOLXAdded+6%$HLTAdded+23.4%$AAdded+6.2%$LSCCAdded+7.2%$PLNTAdded+5.1%$MPWRAdded+299.9%$MTDAdded+33.4%$ITAdded+16.6%$IONSAdded+5.3%$TRUAdded+52.3%$TEAMAdded+13.2%$ODFLAdded+12%$TXRHAdded+40.7%$MKCAdded+30.2%$ITTAdded+10.6%$XPOAdded+10%

Sold (25)

$RRCSold out$BBWISold out$ICESold out$CPAYSold out$MRVLSold out$BIIBTrimmed-58.3%$BFAMTrimmed-44%$ULSTrimmed-27.6%$CASYTrimmed-27%$QDELTrimmed-26.4%$JBHTTrimmed-23.3%$RDDTTrimmed-23.2%$VRSKTrimmed-22.7%$ROPTrimmed-21.8%$TTDTrimmed-21%$MCHPTrimmed-20.5%$WCN.TOTrimmed-19.9%$CBOETrimmed-19.2%$FICOTrimmed-19.2%$DLTRTrimmed-19%$VEEVTrimmed-15.9%$FTVTrimmed-15.7%$IEXTrimmed-13.9%$EQTTrimmed-12.5%$BALLTrimmed-12.2%
Mar 2025vs Dec 2024

Bought (25)

$BALLNew buy1.4%$CCCNew buy1.1%$ZSNew buy1%$ITNew buy0.9%$EXENew buy0.8%$PNew buy0.8%$DUOLNew buy0.6%$WCN.TONew buy0.6%$TXRHNew buy0.5%$EHCNew buy0.4%$LLYVKNew buy0.3%$WINGNew buy0.2%$LYVNew buy0.2%$PLNTAdded+5.7%$MTDAdded+11.6%$TEAMAdded+6.2%$BWXTAdded+22.4%$ODFLAdded+78.4%$FERGAdded+19.9%$NYTAdded+14.3%$ULTAAdded+63.4%$RDDTAdded+9.3%$IONSAdded+7.9%$MKCAdded+29.3%$ITTAdded+88.7%

Sold (25)

$PSTGSold out$CCCSSold out$FIVESold out$STZSold out$CHKSold out$BLLSold out$FTNTTrimmed-86.3%$ACHCTrimmed-82.4%$ARGXTrimmed-73.2%$URITrimmed-67.3%$THSTrimmed-41.9%$EXASTrimmed-39.2%$MRVLTrimmed-33.4%$MTCHTrimmed-31.2%$TTDTrimmed-29%$REYNTrimmed-25.5%$WSTTrimmed-24.8%$HLTTrimmed-23.9%$EFXTrimmed-23.8%$ICETrimmed-23.1%$DPZTrimmed-20.9%$VRSKTrimmed-20.6%$EQTTrimmed-18.4%$BFAMTrimmed-16.2%$FICOTrimmed-16.1%
Dec 2024vs Sep 2024

Bought (25)

$ODFLNew buy0.5%$XPONew buy0.4%$BLDNew buy0.3%$SARONew buy0.3%$MPWRNew buy0.2%$PENNew buy0.2%$TTANNew buy0.1%$ALNYAdded+8.3%$FTVAdded+7.2%$DLTRAdded+5.2%$PLNTAdded+44.5%$CBOEAdded+6.1%$MKTXAdded+5.4%$ZMAdded+24%$CSGPAdded+23.6%$MTDAdded+35%$BFAMAdded+57.2%$FERGAdded+25.3%$ASNDAdded+52.5%$STZAdded+18.1%$MKCAdded+6.9%$CARTAdded+14.6%$TSCOAdded+397.8%$ULSAdded+74.1%$ITTAdded+50.3%

Sold (25)

$ALCSold out$KKRTrimmed-60.1%$ULTATrimmed-56.7%$LULUTrimmed-50.1%$JBHTTrimmed-33.9%$MOHTrimmed-29.1%$MRVLTrimmed-29.1%$MLMTrimmed-27%$KEYSTrimmed-20%$URITrimmed-19.4%$HOLXTrimmed-19%$THSTrimmed-16.6%$RPMTrimmed-16.4%$SAMTrimmed-15%$WSTTrimmed-14.4%$CGNXTrimmed-14.2%$BLLTrimmed-12.9%$TXTTrimmed-12%$FICOTrimmed-11.4%$MCHPTrimmed-10.7%$ARGXTrimmed-10.3%$MTCHTrimmed-9.5%$EFXTrimmed-9.4%$BBWITrimmed-9.2%$RDDTTrimmed-8.4%
Sep 2024vs Jun 2024

Bought (25)

$PLNTNew buy0.6%$FERGNew buy0.6%$STZNew buy0.5%$ASNDNew buy0.4%$ROKUNew buy0.3%$CARTNew buy0.3%$ITTNew buy0.2%$TPGNew buy0.2%$OSNew buy0.1%$DPZAdded+6.7%$LSCCAdded+43.9%$DKNGAdded+107.9%$DLTRAdded+32.5%$CPAYAdded+12.6%$CCCSAdded+15.1%$EQTAdded+5.8%$RJFAdded+6.5%$CBOEAdded+6.1%$ALGNAdded+74.2%$IONSAdded+12.9%$CSGPAdded+39.4%$FIVEAdded+24.9%$TOSTAdded+154.6%$PSTGAdded+44.4%$EXASAdded+15.3%

Sold (25)

$CZRSold out$CTRASold out$COOSold out$NXPISold out$LUVTrimmed-87.5%$CRWDTrimmed-65.2%$KKRTrimmed-64.2%$ARGXTrimmed-47.2%$FICOTrimmed-40.3%$LULUTrimmed-40.1%$ICETrimmed-32.7%$WSTTrimmed-29.9%$ROPTrimmed-28.7%$EFXTrimmed-27.5%$ACHCTrimmed-23.2%$THSTrimmed-22.4%$SAMTrimmed-19.7%$VLTOTrimmed-19.5%$APHTrimmed-19.3%$URITrimmed-18.5%$BRKRTrimmed-17.9%$TSCOTrimmed-15.1%$ATrimmed-11.2%$APLSTrimmed-10.5%$HLTTrimmed-7.6%
Jun 2024vs Mar 2024

Bought (25)

$DKNGNew buy0.6%$ALGNNew buy0.5%$ZMNew buy0.5%$INSMNew buy0.1%$ULSNew buy0.1%$TFXAdded+9.9%$VEEVAdded+13.2%$ALNYAdded+9%$TYLAdded+13.7%$DLTRAdded+30.7%$BIIBAdded+10.8%$LSCCAdded+6.9%$ULTAAdded+28%$CBOEAdded+33.3%$MOHAdded+7.1%$APHAdded+26%$FTNTAdded+32.1%$MKTXAdded+33.4%$NYTAdded+8.3%$TEAMAdded+56.7%$FIVEAdded+33.3%$BFAMAdded+15.3%$FERG.LAdded+7.2%$PSTGAdded+40.6%$LULUAdded+203%

Sold (17)

$CRWDTrimmed-66.1%$KKRTrimmed-63.6%$TWTrimmed-33.3%$BURLTrimmed-30.8%$TRUTrimmed-30.8%$LUVTrimmed-27.3%$HLTTrimmed-25.2%$KEYSTrimmed-22%$ROPTrimmed-18.3%$BBWITrimmed-17.4%$MCHPTrimmed-14.1%$IRTrimmed-10.7%$CGNXTrimmed-9.4%$ATrimmed-9.4%$ACHCTrimmed-6.3%$CASYTrimmed-5.3%$ARGXTrimmed-5.2%

Quarter-over-quarter change in disclosed positions. Diversified book — only the larger sell-outs are shown.

Holdings

StockMove% of portfolioSince report
$HLT

HILTON WORLDWIDE HOLDINGS INC

Held
3.1%
+11%
$A

AGILENT TECHNOLOGIES INC

Added
2.5%
+17.2%
$LSCC

LATTICE SEMICONDUCTOR CORP

Trimmed
2.4%
+50.4%
$MTD

METTLER-TOLEDO INTERNATIONAL

Added
2.2%
+2.1%
$KEYS

KEYSIGHT TECHNOLOGIES IN

Held
2.1%
+14.1%
$BURL

BURLINGTON STORES INC

Held
2.1%
-1.2%
$YUM

YUM BRANDS INC

Trimmed
2.1%
+4.4%
$PTC

PTC INC

Trimmed
2%
-13.1%
$ALNY

ALNYLAM PHARMACEUTICALS INC

Added
2%
-5.5%
$MPWR

MONOLITHIC POWER SYSTEMS INC

Held
1.9%
+25.7%
$MSCI

MSCI INC

Held
1.9%
+11.9%
$AIZ

ASSURANT INC

Trimmed
1.7%
+28.2%
$TYL

TYLER TECHNOLOGIES INC

Added
1.7%
-9.2%
$ODFL

OLD DOMINION FREIGHT LINE

Held
1.7%
+15.6%
$DPZ

DOMINO S PIZZA INC

Held
1.6%
-16.1%
$DLTR

DOLLAR TREE INC

Trimmed
1.6%
+10.4%
$VLTO

VERALTO CORP

Added
1.6%
+4.2%
$MTSI

MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC

Trimmed
1.6%
+42.9%
$MCHP

MICROCHIP TECHNOLOGY INC

Held
1.6%
+36.6%
$NYT

NEW YORK TIMES CO-A

Trimmed
1.6%
-11.3%
$FERG

FERGUSON ENTERPRISES INC

Held
1.5%
-3.7%
$COR

CENCORA INC

Trimmed
1.5%
-3.7%
$EQT

EQT CORP

Held
1.5%
-21.2%
$VEEV

VEEVA SYSTEMS INC CL A

Held
1.5%
+8%
$MLM

MARTIN MARIETTA MATERIALS

Held
1.4%
-2.9%
$WST

WEST PHARMACEUTICAL SERVICES

Added
1.4%
+42.7%
$PLNT

PLANET FITNESS INC - CL A

Added
1.4%
-30.9%
$IR

INGERSOLL-RAND INC

Held
1.3%
-3.8%
$XPO

XPO INC

Trimmed
1.3%
+6.9%
$ULS

UL SOLUTIONS INC - CLASS A

Added
1.3%
+0.9%
$CBOE

CBOE GLOBAL MARKETS INC

Held
1.3%
-4.7%
$ESAB

ESAB CORP

Held
1.2%
-9.7%
$ULTA

ULTA BEAUTY INC

Held
1.2%
-12%
$RJF

RAYMOND JAMES FINANCIAL INC

Held
1.2%
+16.5%
$TRU

TRANSUNION

Added
1.2%
+10.3%
$AVY

AVERY DENNISON CORP

Held
1.2%
-7.9%
$SCI

SERVICE CORP INTERNATIONAL

Added
1.1%
-7.1%
$TFX

TELEFLEX INC

Trimmed
1.1%
+12.1%
$BAH

BOOZ ALLEN HAMILTON HOLDINGS

Added
1.1%
-19.1%
$ELAN

ELANCO ANIMAL HEALTH INC

Added
1.1%
+2.9%
$MANH

MANHATTAN ASSOCIATES INC

Added
1.1%
+17.7%
$ROST

ROSS STORES INC

Trimmed
1.1%
+1.8%
$TXT

TEXTRON INC

Trimmed
1.1%
+3.3%
$POOL

POOL CORP

Added
1.1%
+2.8%
$IONS

IONIS PHARMACEUTICALS INC

Trimmed
1.1%
-14.4%
$PCTY

PAYLOCITY HOLDING CORP

Added
1%
+7.9%
$TW

TRADEWEB MARKETS INC-CLASS A

Added
1%
-17.5%
$PODD

INSULET CORP

New buy
0.9%
-24.6%
$USFD

US FOODS HOLDING CORP

New buy
0.9%
+7.9%
$ASND

ASCENDIS PHARMA A/S - ADR

Held
0.9%
+20.4%

Showing top 50 of 102 equity positions (this fund runs a diversified book).

Notable sell-outs this quarter: $ALGN, $HOLX, $EXE, $CCC, $MOH, $TOST, $CSGP

Source: SEC N-PORT via FMP · Mar 2026 report · monthly portfolio, public with a delay. Long equity positions only. Not financial advice.