# Portfolio overlap — BGASX vs AGTHX

Comparing **Baillie Gifford Global Alpha Equities Fund** (2026-03-31) and **Growth Fund of America** (2026-02-28).

- Shared positions: 35
- Baillie Gifford Global Alpha Equities Fund covered by Growth Fund of America: 0.2918024783065514090826936202
- Growth Fund of America covered by Baillie Gifford Global Alpha Equities Fund: 0.2918024783065514090826936201

## Baillie Gifford Global Alpha Equities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.055573 | ✓ |
| TSMC | 0.054910 | ✓ |
| ALPHABET INC CL C | 0.033768 | ✓ |
| AMAZON.COM INC | 0.029732 | ✓ |
| MICROSOFT CORP | 0.029511 | ✓ |
| META PLATFORMS INC CL A | 0.027701 | ✓ |
| TENCENT HOLDINGS LTD | 0.026653 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.024074 | ✓ |
| ROYALTY PHARMA PLC | 0.022207 | ✓ |
| MARTIN MAR MTLS | 0.021906 |  |
| SERVICE CORP INTERNATIONAL INC | 0.021591 | ✓ |
| MASTERCARD INC CL A | 0.020848 | ✓ |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.017107 |  |
| RYANAIR HOLDINGS PLC SPON ADR | 0.016943 | ✓ |
| ENSIGN GROUP INC | 0.016137 |  |
| PETROLEO BRASILEIRO SPONS ADR | 0.016022 |  |
| B3 SA | 0.014997 |  |
| EOG RESOURCES INC | 0.014462 | ✓ |
| CRH PLC | 0.013940 |  |
| MSCI INC | 0.013678 |  |
| NETFLIX INC | 0.013202 | ✓ |
| DOORDASH INC-A | 0.012868 | ✓ |
| APPLOVIN CORP | 0.012118 | ✓ |
| SHOPIFY INC CL A | 0.011754 | ✓ |
| KEYENCE CORP | 0.011643 |  |
| ADYEN NV | 0.011408 | ✓ |
| DOLLAR GENERAL CORP | 0.011152 |  |
| ELEVANCE HEALTH INC | 0.010976 |  |
| MOODYS CORP | 0.010686 |  |
| THERMO FISHER SCIENTIFIC INC | 0.010537 | ✓ |
| CBRE GROUP INC - CL A | 0.010390 |  |
| CHUGAI PHARMA CO | 0.010133 |  |
| PHILIP MORRIS INTL INC | 0.010037 | ✓ |
| SAMSARA INC-CL A | 0.010011 |  |
| GAMES WORKSHOP GROUP CO PLC | 0.009940 |  |
| MARKEL GROUP INC | 0.009896 |  |
| TEXAS INSTRUMENTS INC | 0.009863 | ✓ |
| COMFORT SYSTEMS USA INC | 0.009741 |  |
| CIE FINANCI-REG | 0.009614 |  |
| CREDICORP LTD | 0.009274 |  |
| UNITED OVERSEAS | 0.009160 |  |
| EQT CORPORATION | 0.009058 | ✓ |
| MERCADOLIBRE INC | 0.008969 | ✓ |
| DISCO CORP | 0.008923 |  |
| Midea Group Company, Ltd. | 0.008799 |  |
| ON SEMICONDUCTOR CORP | 0.008665 |  |
| AUTOZONE INC | 0.008657 | ✓ |
| UBER TECHNOLOGIES INC | 0.008624 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.008365 |  |
| SKANDINAVISK ENSKILDA BANKEN AB | 0.008294 |  |

## Growth Fund of America — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.060585 | ✓ |
| BROADCOM INC | 0.042763 |  |
| META PLATFORMS INC CL A | 0.042461 | ✓ |
| MICROSOFT CORP | 0.040298 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.034658 |  |
| LILLY ELI and CO | 0.033227 |  |
| ALPHABET INC CL C | 0.029195 | ✓ |
| ALPHABET INC CL A | 0.029162 |  |
| AMAZON.COM INC | 0.028550 | ✓ |
| TESLA INC | 0.025867 |  |
| TSMC | 0.022836 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.020831 |  |
| APPLE INC | 0.018265 |  |
| MICRON TECHNOLOGY INC | 0.017699 |  |
| NETFLIX INC | 0.017195 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.016913 |  |
| UBER TECHNOLOGIES INC | 0.012261 | ✓ |
| SHOPIFY INC CL A | 0.011758 | ✓ |
| GENERAL ELECTRIC CO | 0.010970 |  |
| TRANSDIGM GROUP INC | 0.010611 |  |
| STRATEGY INC CL A | 0.009403 |  |
| PHILIP MORRIS INTL INC | 0.009237 | ✓ |
| CLOUDFLARE INC-A | 0.009022 | ✓ |
| MASTERCARD INC CL A | 0.008998 | ✓ |
| VISA INC-CLASS A | 0.008176 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.008136 | ✓ |
| APPLIED MATERIALS INC | 0.008124 |  |
| SK HYNIX INC | 0.007605 |  |
| AMPHENOL CORPORATION CL A | 0.007238 |  |
| HCA HEALTHCARE INC | 0.006460 |  |
| ANTHROPIC PBC SERIES F PC PP | 0.006263 |  |
| DR HORTON INC | 0.005850 |  |
| STARBUCKS CORP | 0.005734 |  |
| FTAI AVIATION LTD | 0.005696 |  |
| MERCADOLIBRE INC | 0.005523 | ✓ |
| BOEING CO/THE | 0.005447 |  |
| KLA CORP | 0.005197 |  |
| AMGEN INC | 0.005040 |  |
| ORACLE CORP | 0.005026 |  |
| CATERPILLAR INC | 0.004955 |  |
| INTEL CORP | 0.004894 |  |
| COSTCO WHOLESALE CORP | 0.004870 |  |
| ASML Holding NV | 0.004600 |  |
| INTUITIVE SURGICAL INC | 0.004124 |  |
| QUANTA SVCS INC | 0.003838 |  |
| BURLINGTON STORES INC | 0.003820 |  |
| PROGRESSIVE CORP OHIO | 0.003785 |  |
| SALESFORCE INC | 0.003760 |  |
| WELLTOWER INC | 0.003735 |  |
| EOG RESOURCES INC | 0.003711 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020555` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1120543/000094040026020555/0000940400-26-020555-index.htm>
- N-PORT (fund B) — accession `0001193125-26-182055` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/44201/000119312526182055/0001193125-26-182055-index.htm>

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