# Portfolio overlap — BGLUX vs CFSIX

Comparing **Baron Global Opportunity Fund** (2026-03-31) and **Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund** (2026-03-31).

- Shared positions: 7
- Baron Global Opportunity Fund covered by Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund: 0.2585553386241946574400166403
- Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund covered by Baron Global Opportunity Fund: 0.2585553386241946574400166404

## Baron Global Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SPACE EXPLORATION TECHNOLOGIES | 0.209821 |  |
| NVIDIA CORP | 0.075753 | ✓ |
| SHOPIFY INC CL A | 0.051588 | ✓ |
| AMAZON.COM INC | 0.050901 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.050834 | ✓ |
| MERCADOLIBRE INC | 0.049217 |  |
| CLOUDFLARE INC-A | 0.037410 | ✓ |
| COUPANG INC A | 0.036138 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.030785 |  |
| GDS Holdings Ltd. SPON ADS EACH REP 8 ORD CL | 0.029708 |  |
| ARGENX SE SPONSORED ADR | 0.028865 |  |
| ASML Holding NV | 0.027764 |  |
| Bajaj Finance Ltd | 0.027110 |  |
| ZOMATO LTD | 0.026693 |  |
| CROWDSTRIKE HOLDINGS INC | 0.023505 |  |
| DATADOG INC CL A | 0.022043 | ✓ |
| SNOWFLAKE INC CL A | 0.019581 |  |
| LOAR HOLDINGS INC | 0.019333 |  |
| FORGENT POWER SOLUTIONS INC | 0.014785 |  |
| INPOST SA | 0.014611 |  |
| ILLUMINA INC | 0.013806 |  |
| ADYEN NV | 0.013749 |  |
| ZSCALER INC | 0.012970 |  |
| TESLA INC | 0.012623 |  |
| HEARTFLOW INC | 0.010081 |  |
| INDIE SEMICONDUCTOR INC | 0.009979 |  |
| WIX.COM LTD | 0.009285 |  |
| CODERE ONLINE LUXEMBOURG SA | 0.008565 |  |
| BLOCK INC CL A | 0.008055 | ✓ |
| AFYA LTD | 0.007543 |  |
| NETSKOPE INC-A | 0.007230 |  |
| PDD HOLDINGS INC ADR | 0.006362 |  |
| SERVICETITAN INC-A | 0.005885 |  |
| BILLIONTOONE INC | 0.005601 |  |
| Nebius Group NV, Class A | 0.005525 |  |
| CODERE ONLINE LUXEMBOURG, S.A. | 0.003893 |  |
| SAILPOINT INC | 0.003582 |  |
| VIKING THERAPEUTICS INC | 0.002963 |  |
| FIVERR INTERNATIONAL LTD | 0.002825 |  |
| FIGMA INC-CL A | 0.001881 |  |
| FARMERS BUSINESS NETWORK COMMO | 0.000679 |  |
| Codere Online Luxembourg SA | 0.000412 |  |
| THINK + LEARN PRIVATE LIMITED | 0.000048 |  |
| GRAIL INC | 0.000010 |  |
| Taboola.com Ltd | 0.000003 |  |

## 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 `0001410368-26-049923` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217673/000141036826049923/0001410368-26-049923-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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