# Portfolio overlap — BFTIX vs CFSIX

Comparing **BARON FIFTH AVENUE GROWTH FUND** (2026-03-31) and **Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund** (2026-03-31).

- Shared positions: 10
- BARON FIFTH AVENUE GROWTH FUND covered by Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund: 0.4712063254365335124026458331
- Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund covered by BARON FIFTH AVENUE GROWTH FUND: 0.4712063254365335124026458331

## BARON FIFTH AVENUE GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.135883 | ✓ |
| AMAZON.COM INC | 0.088757 | ✓ |
| SPACE EXPLORATION TECHNOLOGIES | 0.075609 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.070742 | ✓ |
| ALPHABET INC CL A | 0.066513 | ✓ |
| META PLATFORMS INC CL A | 0.065093 | ✓ |
| SHOPIFY INC CL A | 0.047423 | ✓ |
| CLOUDFLARE INC-A | 0.042284 | ✓ |
| TESLA INC | 0.041389 |  |
| SAMSARA INC-CL A | 0.036927 | ✓ |
| ASML HOLDING-NY | 0.030157 |  |
| INTUITIVE SURGICAL INC | 0.030004 |  |
| MERCADOLIBRE INC | 0.029259 |  |
| KKR & CO INC | 0.028928 |  |
| DATADOG INC CL A | 0.028863 | ✓ |
| MONOLITHIC POWER SYS INC | 0.028337 |  |
| ARGENX SE SPONSORED ADR | 0.027028 |  |
| SNOWFLAKE INC CL A | 0.025253 |  |
| BROADCOM INC | 0.025001 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.021590 |  |
| ILLUMINA INC | 0.016736 |  |
| COUPANG INC A | 0.016436 |  |
| LILLY ELI and CO | 0.010559 |  |
| AMPHENOL CORPORATION CL A | 0.009359 |  |
| FIGMA INC-CL A | 0.001512 |  |
| GRAIL INC | 0.000357 |  |

## Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.148367 | ✓ |
| DREY-GVT CSH-I | 0.072158 |  |
| META PLATFORMS INC CL A | 0.061922 | ✓ |
| AMAZON.COM INC | 0.060879 | ✓ |
| Spotify Technology SA | 0.047050 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.045617 | ✓ |
| SHOPIFY INC CL A | 0.045113 | ✓ |
| ALPHABET INC CL A | 0.044337 | ✓ |
| MICROSOFT CORP | 0.041327 |  |
| BROADCOM INC | 0.035822 | ✓ |
| CARVANA CO CL A | 0.035457 |  |
| CARPENTER TECHNOLOGY CORP | 0.032599 |  |
| BLOCK INC CL A | 0.030364 |  |
| VISA INC-CLASS A | 0.027174 |  |
| NU Holdings Ltd/Cayman Islands | 0.026246 |  |
| NETFLIX INC | 0.024691 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.024094 |  |
| SEA LTD ADR | 0.023580 |  |
| QUANTA SVCS INC | 0.023432 |  |
| CLOUDFLARE INC-A | 0.019595 | ✓ |
| SEAGATE TECHNOLO | 0.019483 |  |
| SAMSARA INC-CL A | 0.019338 | ✓ |
| DOORDASH INC-A | 0.018344 |  |
| LAM RESEARCH CORP | 0.014690 |  |
| APPLOVIN CORP | 0.014677 |  |
| ROBLOX CORP - A | 0.013526 |  |
| DATADOG INC CL A | 0.013522 | ✓ |
| AXON ENTERPRISE INC | 0.009471 |  |
| ULTRAGENYX PHARMA INC | 0.007127 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-049930` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810902/000141036826049930/0001410368-26-049930-index.htm>
- N-PORT (fund B) — accession `0001193125-26-246871` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/914243/000119312526246871/0001193125-26-246871-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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