# Portfolio overlap — BGLFX vs CFSIX

Comparing **Baillie Gifford Long Term Global Growth Fund** (2026-03-31) and **Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund** (2026-03-31).

- Shared positions: 10
- Baillie Gifford Long Term Global Growth Fund covered by Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund: 0.2714244163179760023822774637
- Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund covered by Baillie Gifford Long Term Global Growth Fund: 0.2714244163179760023822774637

## 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 |  |

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