# Portfolio overlap — BGLUX vs ZVGIX

Comparing **Baron Global Opportunity Fund** (2026-03-31) and **Zevenbergen Genea Fund** (2026-03-31).

- Shared positions: 9
- Baron Global Opportunity Fund covered by Zevenbergen Genea Fund: 0.2928023641552418634359505752
- Zevenbergen Genea Fund covered by Baron Global Opportunity Fund: 0.2928023641552418634359505752

## 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 |  |

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

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