# Portfolio overlap — BGLTX vs ZVGIX

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

- Shared positions: 14
- Baillie Gifford Long Term Global Growth Fund covered by Zevenbergen Genea Fund: 0.3483468236550566584819453457
- Zevenbergen Genea Fund covered by Baillie Gifford Long Term Global Growth Fund: 0.3483468236550566584819453457

## 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 |  |

## Zevenbergen Genea Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TESLA INC | 0.101684 |  |
| NVIDIA CORP | 0.100108 | ✓ |
| SHOPIFY INC CL A | 0.079675 | ✓ |
| MERCADOLIBRE INC | 0.070677 | ✓ |
| AXON ENTERPRISE INC | 0.063346 | ✓ |
| ROCKET LAB CORP | 0.036389 | ✓ |
| SNOWFLAKE INC CL A | 0.035101 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.034371 |  |
| KARMAN HOLDINGS INC | 0.034114 |  |
| NETFLIX INC | 0.034035 | ✓ |
| TOAST INC-A | 0.033501 |  |
| BLOOM ENERGY CORP CL A | 0.033348 |  |
| AMAZON.COM INC | 0.032967 | ✓ |
| DATADOG INC CL A | 0.032649 |  |
| CROWDSTRIKE HOLDINGS INC | 0.031748 |  |
| SPOTIFY TECHNOLOGY SA | 0.030534 | ✓ |
| UBER TECHNOLOGIES INC | 0.030279 |  |
| APPLOVIN CORP | 0.025615 | ✓ |
| SAMSARA INC-CL A | 0.023937 | ✓ |
| Nebius Group NV, Class A | 0.018680 |  |
| SYMBOTIC INC | 0.018207 | ✓ |
| DRAFTKINGS INC | 0.016942 |  |
| REDDIT INC-A | 0.014053 | ✓ |
| RIVIAN AUTOMOTIVE INC | 0.012278 | ✓ |
| RUBRIK INC-A | 0.010264 |  |
| MAKEMYTRIP LTD | 0.009730 | ✓ |
| ARM HOLDINGS LTD | 0.009342 |  |
| KRAKEN ROBOTICS INC COMMON STOCK | 0.009142 |  |
| NLIGHT INC | 0.009075 |  |
| ZILLOW GROUP INC CL C | 0.004851 |  |
| FIRST AM-UT MM-Z | 0.003359 |  |


## 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 `0001193125-26-247957` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1970751/000119312526247957/0001193125-26-247957-index.htm>

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