# Portfolio overlap — BCGD vs LRGG

Comparing **Baron Global Durable Advantage ETF** (2026-03-31) and **Nomura Focused Large Growth ETF** (2026-03-31).

- Shared positions: 8
- Baron Global Durable Advantage ETF covered by Nomura Focused Large Growth ETF: 0.3325720088623915794389311551
- Nomura Focused Large Growth ETF covered by Baron Global Durable Advantage ETF: 0.3325720088623915794389311551

## Baron Global Durable Advantage ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.070197 | ✓ |
| NVIDIA CORP | 0.063262 | ✓ |
| AMAZON.COM INC | 0.060964 | ✓ |
| VISA INC-CLASS A | 0.053686 | ✓ |
| ALPHABET INC CL C | 0.050158 | ✓ |
| S&P GLOBAL INC | 0.043998 | ✓ |
| ASML HOLDING-NY | 0.038828 |  |
| BROOKFIELD CORP CL A | 0.034411 |  |
| META PLATFORMS INC CL A | 0.033399 |  |
| CME GROUP INC CL A | 0.029282 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.026058 |  |
| WELLTOWER INC | 0.025633 |  |
| LILLY ELI and CO | 0.025507 |  |
| AJINOMOTO CO INC | 0.025144 |  |
| MSCI INC | 0.024963 | ✓ |
| TRANSDIGM GROUP INC | 0.024427 |  |
| LIFCO AB-B | 0.024330 |  |
| Hermes International SCA | 0.022853 |  |
| ATLAS COPCO-A | 0.022845 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.022428 |  |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 0.020636 |  |
| INDUTRADE AB | 0.018552 |  |
| HEICO CORP CL A | 0.017679 |  |
| THERMO FISHER SCIENTIFIC INC | 0.017039 |  |
| CONSTELLATION SOFTWARE INC | 0.017039 |  |
| MONOLITHIC POWER SYS INC | 0.016980 |  |
| MERCADOLIBRE INC | 0.015584 |  |
| KKR & CO INC | 0.014404 |  |
| COUPANG INC A | 0.014401 |  |
| HDFC BANK LTD SPON ADR | 0.013762 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.013417 |  |
| WIX.COM LTD | 0.013064 |  |
| KEYENCE CORP | 0.011696 |  |
| LPL FINL HLDGS INC | 0.011638 |  |
| QUANTA SVCS INC | 0.011495 |  |
| WATSCO INC | 0.011047 |  |
| FERRARI NV | 0.010372 | ✓ |
| STEVANATO GROUP SPA | 0.009729 |  |
| AMPHENOL CORPORATION CL A | 0.009548 |  |
| APPLOVIN CORP | 0.009547 |  |

## Nomura Focused Large Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.150870 | ✓ |
| MICROSOFT CORP | 0.117253 |  |
| APPLE INC | 0.087509 |  |
| AMAZON.COM INC | 0.056349 | ✓ |
| ALPHABET INC CL C | 0.052650 | ✓ |
| VISA INC-CLASS A | 0.047051 | ✓ |
| DANAHER CORP | 0.046676 |  |
| VERISK ANALYTICS INC | 0.045551 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.044967 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.041588 | ✓ |
| S&P GLOBAL INC | 0.038830 | ✓ |
| WASTE CONNECTIONS INC | 0.036763 |  |
| MOTOROLA SOLUTIONS INC | 0.036312 |  |
| MASTERCARD INC CL A | 0.032628 |  |
| FERRARI NV | 0.032015 | ✓ |
| MSCI INC | 0.025763 | ✓ |
| INTUIT INC | 0.024590 |  |
| VEEVA SYSTEMS-A | 0.024285 |  |
| SYNOPSYS INC | 0.019548 |  |
| COCA-COLA CO/THE | 0.017485 |  |
| COSTAR GROUP INC | 0.017422 |  |
| Invesco Government & Agency Portfolio, Institutional Class | 0.003894 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-049922` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/2081199/000141036826049922/0001410368-26-049922-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012294` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1969995/000207169126012294/0002071691-26-012294-index.htm>

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