# Portfolio overlap — FDND vs BGGSX

Comparing **FT Vest Dow Jones Internet & Target Income ETF** (2026-04-30) and **Baillie Gifford U.S. Equity Growth Fund** (2026-03-31).

- Shared positions: 13
- FT Vest Dow Jones Internet & Target Income ETF covered by Baillie Gifford U.S. Equity Growth Fund: 0.3673115697517788344422271081
- Baillie Gifford U.S. Equity Growth Fund covered by FT Vest Dow Jones Internet & Target Income ETF: 0.3673115697517788344422271081

## FT Vest Dow Jones Internet & Target Income ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.116523 | ✓ |
| META PLATFORMS INC CL A | 0.087315 | ✓ |
| NETFLIX INC | 0.078132 | ✓ |
| CISCO SYSTEMS INC | 0.071469 |  |
| ALPHABET INC CL A | 0.064631 | ✓ |
| ALPHABET INC CL C | 0.051537 |  |
| ARISTA NETWORKS INC | 0.047116 |  |
| THE BOOKING HOLDINGS INC | 0.040951 |  |
| SALESFORCE INC | 0.038256 |  |
| CIENA CORP | 0.035013 |  |
| CLOUDFLARE INC-A | 0.030644 | ✓ |
| DOORDASH INC-A | 0.029723 | ✓ |
| AIRBNB INC CLASS A | 0.028019 |  |
| CARVANA CO CL A | 0.026392 |  |
| EBAY INC | 0.022035 |  |
| SNOWFLAKE INC CL A | 0.022006 | ✓ |
| PAYPAL HOLDINGS | 0.021758 |  |
| DATADOG INC CL A | 0.020456 | ✓ |
| ROBLOX CORP - A | 0.017230 | ✓ |
| COPART INC | 0.013899 |  |
| COREWEAVE INC | 0.012707 |  |
| WORKDAY INC CL A | 0.012294 | ✓ |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.012162 |  |
| VEEVA SYSTEMS-A | 0.011120 |  |
| VERISIGN INC | 0.010450 |  |
| FLUTTER ENTERTAINMENT PLC | 0.008917 |  |
| F5 INC | 0.008626 |  |
| AKAMAI TECHNOLOGIES INC | 0.006986 |  |
| OKTA INC CL A | 0.005884 |  |
| GODADDY INC CL A | 0.005532 |  |
| HUBSPOT INC | 0.005510 |  |
| ATLASSIAN CORP PLC CLS A | 0.005487 |  |
| DRAFTKINGS INC | 0.005445 | ✓ |
| NUTANIX INC CL A | 0.005213 |  |
| SAMSARA INC-CL A | 0.004851 | ✓ |
| DOCUSIGN INC | 0.004340 |  |
| PAYCOM SOFTWARE INC | 0.002924 |  |
| MARATHON DIGITAL HOLDINGS INC | 0.002138 |  |
| DUOLINGO INC | 0.002078 | ✓ |
| DROPBOX INC CL A | 0.001997 |  |
| BOX INC- CLASS A | 0.001634 |  |
| DREY-GVT CSH-I | 0.000602 |  |

## Baillie Gifford U.S. Equity Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.083267 | ✓ |
| NVIDIA CORP | 0.076704 |  |
| META PLATFORMS INC CL A | 0.069251 | ✓ |
| NETFLIX INC | 0.059268 | ✓ |
| CLOUDFLARE INC-A | 0.058800 | ✓ |
| SHOPIFY INC CL A | 0.048390 |  |
| DOORDASH INC-A | 0.042096 | ✓ |
| GUARDANT HEALTH INC | 0.030690 |  |
| TESLA INC | 0.029924 |  |
| ENSIGN GROUP INC | 0.028462 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.024228 |  |
| ALPHABET INC CL A | 0.022207 | ✓ |
| COSTAR GROUP INC | 0.021883 |  |
| PENUMBRA INC | 0.021395 |  |
| SAMSARA INC-CL A | 0.020952 | ✓ |
| WAYFAIR INC- A | 0.018794 |  |
| ROBLOX CORP - A | 0.018294 | ✓ |
| WATSCO INC | 0.017516 |  |
| MODERNA INC | 0.016838 |  |
| MEDLINE INC-A | 0.016429 |  |
| SNOWFLAKE INC CL A | 0.016314 | ✓ |
| SHARKNINJA INC | 0.015601 |  |
| DATADOG INC CL A | 0.014738 | ✓ |
| UNITED THERAPEUTICS CORP DEL | 0.014711 |  |
| APPLOVIN CORP | 0.014439 |  |
| WORKDAY INC CL A | 0.014296 | ✓ |
| AFFIRM HOLDINGS INC | 0.014230 |  |
| LEMONADE INC | 0.014120 |  |
| TEMPUS AI INC-A | 0.012986 |  |
| INSULET CORP | 0.012917 |  |
| KNIFE RIVER HOLDING CO W/I | 0.012823 |  |
| BLOCK INC CL A | 0.012823 |  |
| DRAFTKINGS INC | 0.012269 | ✓ |
| DUOLINGO INC | 0.011123 | ✓ |
| AURORA INNOVATION INC | 0.010452 |  |
| YETI HOLDINGS INC | 0.010124 |  |
| AXON ENTERPRISE INC | 0.007732 |  |
| RBC BEARINGS INC | 0.007679 |  |
| DENALI THERAPEUTICS INC | 0.007405 |  |
| FIGMA INC-CL A | 0.006895 |  |
| LINEAGE INC | 0.006126 |  |
| DOXIMITY INC-A | 0.005766 |  |
| RIVIAN AUTOMOTIVE INC | 0.005278 |  |
| SWEETGREEN INC CL A | 0.004241 |  |
| COINBASE GLOBAL INC | 0.003587 |  |
| ODDITY TECH LTD A | 0.003104 |  |
| CIRCLE INTERNET GROUP INC A | 0.001432 |  |
| RECURSION PHARMACEUTICALS INC | 0.001401 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024889` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1517936/000094040026024889/0000940400-26-024889-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020571` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1120543/000094040026020571/0000940400-26-020571-index.htm>

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