This article at Marketwatch focuses on the Alger Small Cap Focus Fund. Not only do they look at the fund's holdings, but they also discuss the philosophy behind the companies that they add to the portfolio:
"At the initial point of investing, we look for companies with durable
business models but operating revenue of less than $500 million. The
sweet spot is probably $100 million to $200 million. We look for
companies to double revenue within three to five years.
not looking for stocks to shoot up 20% to 30% in this portfolio. We are
looking for a stock to grow two, three, four, five or 10-fold over a
long period. We invest in long-term, value-creating engines. That’s how
alpha is generated."
The top holdings of the fund as of Jan. 31 2018 are as follows: