# Portfolio overlap — BGLOX vs PRJAX

Comparing **Baillie Gifford Long Term Global Growth Fund** (2026-03-31) and **PGIM Jennison Global Opportunities Fund** (2026-01-30).

- Shared positions: 12
- Baillie Gifford Long Term Global Growth Fund covered by PGIM Jennison Global Opportunities Fund: 0.2924074522175202279218119262
- PGIM Jennison Global Opportunities Fund covered by Baillie Gifford Long Term Global Growth Fund: 0.2924074522175202279218119262

## 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 |  |

## PGIM Jennison Global Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.100093 |  |
| NVIDIA CORP | 0.088944 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.059282 |  |
| AMAZON.COM INC | 0.050935 | ✓ |
| GALDERMA GROUP A | 0.041131 |  |
| SHOPIFY INC CL A | 0.039356 | ✓ |
| GE VERNOVA LLC | 0.032363 |  |
| ADV MICRO DEVICE | 0.030804 |  |
| APPLE INC | 0.030545 |  |
| META PLATFORMS INC CL A | 0.029474 |  |
| LAM RESEARCH CORP | 0.029155 |  |
| ASML Holding NV | 0.027924 | ✓ |
| Hermes International SCA | 0.027069 | ✓ |
| INDITEX SA | 0.026674 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.026380 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.024334 |  |
| MICROSOFT CORP | 0.022582 |  |
| SNOWFLAKE INC CL A | 0.022289 |  |
| ROBINHOOD MARKETS INC | 0.021694 |  |
| UCB SA | 0.021045 |  |
| L'OREAL SA ORD | 0.021023 |  |
| CIE FINANCI-REG | 0.020237 |  |
| BLOOM ENERGY CORP CL A | 0.019569 |  |
| CARVANA CO CL A | 0.017823 |  |
| COSTCO WHOLESALE CORP | 0.017669 |  |
| CLOUDFLARE INC-A | 0.017238 | ✓ |
| ORACLE CORP | 0.016781 |  |
| MONCLER SPA | 0.014522 | ✓ |
| NINTENDO CO LTD | 0.013704 |  |
| INTUITIVE SURGICAL INC | 0.013533 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.013233 |  |
| APPLOVIN CORP | 0.010690 | ✓ |
| PGIM Institutional Money Market Fund - D | 0.009638 |  |
| MERCADOLIBRE INC | 0.008831 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.008049 |  |
| SEA LTD ADR | 0.007784 | ✓ |
| SIEMENS ENERGY AG | 0.007215 |  |
| FERRARI NV | 0.005383 |  |
| TOAST INC-A | 0.003556 |  |
| (PIPA070) PGIM Core Government Money Market Fund | 0.001449 |  |


## 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 `0000940400-26-012503` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/741350/000094040026012503/0000940400-26-012503-index.htm>

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