# Portfolio overlap — BGASX vs BGLTX

Comparing **Baillie Gifford Global Alpha Equities Fund** (2026-03-31) and **Baillie Gifford Long Term Global Growth Fund** (2026-03-31).

- Shared positions: 16
- Baillie Gifford Global Alpha Equities Fund covered by Baillie Gifford Long Term Global Growth Fund: 0.2777854528645276574860873671
- Baillie Gifford Long Term Global Growth Fund covered by Baillie Gifford Global Alpha Equities Fund: 0.2777854528645276574860873671

## 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 |  |

## Baillie Gifford Long Term Global Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.067867 | ✓ |
| NVIDIA CORP | 0.067662 | ✓ |
| ASML Holding NV | 0.061405 |  |
| TSMC | 0.048697 | ✓ |
| CLOUDFLARE INC-A | 0.048190 | ✓ |
| APPLOVIN CORP | 0.043536 | ✓ |
| TENCENT HOLDINGS LTD | 0.037962 | ✓ |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.034146 | ✓ |
| PDD HOLDINGS INC ADR | 0.032216 |  |
| SPOTIFY TECHNOLOGY SA | 0.031968 | ✓ |
| MERCADOLIBRE INC | 0.030033 | ✓ |
| SAMSARA INC-CL A | 0.027560 | ✓ |
| ROCKET LAB CORP | 0.027107 |  |
| COUPANG INC A | 0.026452 |  |
| INTUITIVE SURGICAL INC | 0.026200 |  |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.025452 | ✓ |
| SHOPIFY INC CL A | 0.024092 | ✓ |
| SEA LTD ADR | 0.023586 | ✓ |
| Hermes International SCA | 0.022818 |  |
| REDDIT INC-A | 0.021955 |  |
| MEITUAN-W | 0.021845 |  |
| BEONE MEDICINE-H | 0.021595 |  |
| ADYEN NV | 0.020758 | ✓ |
| KWEICHOW MOUTAI CO LTD A | 0.019632 | ✓ |
| AXON ENTERPRISE INC | 0.019375 |  |
| DEXCOM INC | 0.018769 |  |
| NETFLIX INC | 0.018604 | ✓ |
| ROBLOX CORP - A | 0.018441 |  |
| TITAN CO LTD | 0.016766 |  |
| MONCLER SPA | 0.016635 |  |
| SYMBOTIC INC | 0.014835 |  |
| RIVIAN AUTOMOTIVE INC | 0.012536 |  |
| HORIZON ROBOTICS | 0.010511 |  |
| ELF BEAUTY INC | 0.009571 |  |
| ATLASSIAN CORP PLC CLS A | 0.009194 |  |
| JOBY AVIATION INC | 0.008756 |  |
| MAKEMYTRIP LTD | 0.007254 |  |
| DUOLINGO INC | 0.006019 |  |


## 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 `0000940400-26-020578` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1120543/000094040026020578/0000940400-26-020578-index.htm>

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