# Portfolio overlap — BGGKX vs CFSIX

Comparing **Baillie Gifford U.S. Equity Growth Fund** (2026-03-31) and **Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund** (2026-03-31).

- Shared positions: 14
- Baillie Gifford U.S. Equity Growth Fund covered by Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund: 0.4108346736610521055854152668
- Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund covered by Baillie Gifford U.S. Equity Growth Fund: 0.4108346736610521055854152668

## Baillie Gifford U.S. Equity Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.083267 | ✓ |
| NVIDIA CORP | 0.076704 | ✓ |
| META PLATFORMS INC CL A | 0.069251 | ✓ |
| NETFLIX INC | 0.059268 | ✓ |
| CLOUDFLARE INC-A | 0.058800 | ✓ |
| SHOPIFY INC CL A | 0.048390 | ✓ |
| DOORDASH INC-A | 0.042096 | ✓ |
| GUARDANT HEALTH INC | 0.030690 |  |
| TESLA INC | 0.029924 |  |
| ENSIGN GROUP INC | 0.028462 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.024228 |  |
| ALPHABET INC CL A | 0.022207 | ✓ |
| COSTAR GROUP INC | 0.021883 |  |
| PENUMBRA INC | 0.021395 |  |
| SAMSARA INC-CL A | 0.020952 | ✓ |
| WAYFAIR INC- A | 0.018794 |  |
| ROBLOX CORP - A | 0.018294 | ✓ |
| WATSCO INC | 0.017516 |  |
| MODERNA INC | 0.016838 |  |
| MEDLINE INC-A | 0.016429 |  |
| SNOWFLAKE INC CL A | 0.016314 |  |
| SHARKNINJA INC | 0.015601 |  |
| DATADOG INC CL A | 0.014738 | ✓ |
| UNITED THERAPEUTICS CORP DEL | 0.014711 |  |
| APPLOVIN CORP | 0.014439 | ✓ |
| WORKDAY INC CL A | 0.014296 |  |
| AFFIRM HOLDINGS INC | 0.014230 |  |
| LEMONADE INC | 0.014120 |  |
| TEMPUS AI INC-A | 0.012986 |  |
| INSULET CORP | 0.012917 |  |
| KNIFE RIVER HOLDING CO W/I | 0.012823 |  |
| BLOCK INC CL A | 0.012823 | ✓ |
| DRAFTKINGS INC | 0.012269 |  |
| DUOLINGO INC | 0.011123 |  |
| AURORA INNOVATION INC | 0.010452 |  |
| YETI HOLDINGS INC | 0.010124 |  |
| AXON ENTERPRISE INC | 0.007732 | ✓ |
| RBC BEARINGS INC | 0.007679 |  |
| DENALI THERAPEUTICS INC | 0.007405 |  |
| FIGMA INC-CL A | 0.006895 |  |
| LINEAGE INC | 0.006126 |  |
| DOXIMITY INC-A | 0.005766 |  |
| RIVIAN AUTOMOTIVE INC | 0.005278 |  |
| SWEETGREEN INC CL A | 0.004241 |  |
| COINBASE GLOBAL INC | 0.003587 |  |
| ODDITY TECH LTD A | 0.003104 |  |
| CIRCLE INTERNET GROUP INC A | 0.001432 |  |
| RECURSION PHARMACEUTICALS INC | 0.001401 |  |

## 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 `0000940400-26-020571` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1120543/000094040026020571/0000940400-26-020571-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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