# Portfolio overlap — LIGNX vs BTLSX

Comparing **Loomis Sayles International Growth Fund** (2026-03-31) and **Baillie Gifford International Concentrated Growth Equities Fund** (2026-03-31).

- Shared positions: 6
- Loomis Sayles International Growth Fund covered by Baillie Gifford International Concentrated Growth Equities Fund: 0.2014012184368489194303763149
- Baillie Gifford International Concentrated Growth Equities Fund covered by Loomis Sayles International Growth Fund: 0.2014012184368489194303763148

## Loomis Sayles International Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TESLA INC | 0.069362 |  |
| MERCADOLIBRE INC | 0.067776 | ✓ |
| TENCENT HOLDINGS LTD | 0.056503 | ✓ |
| ARM HOLDINGS LTD | 0.052118 |  |
| SHOPIFY INC CL A | 0.051935 | ✓ |
| ROCHE HOLDING AG | 0.047186 |  |
| TRIP.COM GROUP LTD ADR | 0.044552 |  |
| Novartis AG (Registered) | 0.043612 |  |
| ADYEN NV | 0.040097 | ✓ |
| SAP SE | 0.035011 |  |
| American Beverage Co Ambev | 0.033688 |  |
| NOVO NORDISK-B | 0.029287 | ✓ |
| FANUC CORP | 0.028690 |  |
| NXP SEMICONDUCTORS NV | 0.026301 |  |
| WISETECH GLOBAL | 0.025664 |  |
| KWEICHOW MOUTAI CO LTD A | 0.024973 |  |
| NESTLE SA (REG) | 0.024734 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.024710 |  |
| VISHOP HOLDINGS LTD ADR | 0.023559 |  |
| EXPERIAN PLC COMMON STOCK USD.1 | 0.022813 |  |
| RECKITT BENCKISE | 0.022661 |  |
| YUM CHINA HOLDINGS INC - XHKG LISTING | 0.022067 |  |
| ESSILORLUXOTTICA | 0.021384 |  |
| ANHEUSER-BUSCH INBEV SA/NV | 0.020589 |  |
| UNILEVER PLC | 0.017980 |  |
| FIXED INC CLEARING CORP.REPO | 0.017417 |  |
| BAIDU INC SPON ADR | 0.017181 |  |
| BLOCK INC CL A | 0.016338 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.012169 |  |
| SODEXO SA COMMON STOCK | 0.011996 |  |
| DOXIMITY INC-A | 0.011941 |  |
| CRISPR THERAPEUTICS AG | 0.011487 |  |
| FERRARI NV | 0.008265 | ✓ |
| GALAXY ENTERTAIN | 0.006166 |  |
| DIAGEO PLC | 0.004440 |  |
| Unicharm Corporation | 0.003359 |  |
| BUDWEISER BREWIN | 0.001988 |  |

## Baillie Gifford International Concentrated Growth Equities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TSMC | 0.143180 |  |
| MERCADOLIBRE INC | 0.095215 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.083232 |  |
| ASML Holding NV | 0.059787 |  |
| NVIDIA CORP | 0.045720 |  |
| ADYEN NV | 0.043343 | ✓ |
| SHOPIFY INC CL A | 0.039858 | ✓ |
| TENCENT HOLDINGS LTD | 0.039837 | ✓ |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.039036 |  |
| FERRARI NV | 0.036854 | ✓ |
| SEA LTD ADR | 0.036338 |  |
| Hermes International SCA | 0.033904 |  |
| BYD COMPANY LTD H | 0.031138 |  |
| WISE PLC - A | 0.028461 |  |
| COUPANG INC A | 0.028067 |  |
| PDD HOLDINGS INC ADR | 0.027663 |  |
| MEITUAN-W | 0.027019 |  |
| KERING | 0.025216 |  |
| L'OREAL SA ORD | 0.022390 |  |
| ATLAS COPCO-B | 0.022081 |  |
| MODERNA INC | 0.016448 |  |
| DELIVERY HERO SE | 0.015669 |  |
| EXAIL TECHNOLOGI | 0.015006 |  |
| BIONTECH SE ADR | 0.013613 |  |
| OCADO GROUP PLC | 0.010598 |  |
| M3 INC COMMON STOCK | 0.007871 |  |
| KINNEVIK AB - B | 0.006884 |  |
| NOVO NORDISK-B | 0.005568 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-056154` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056154/0001410368-26-056154-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020563` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1120543/000094040026020563/0000940400-26-020563-index.htm>

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