# Portfolio overlap — LIGNX vs MIGIX

Comparing **Loomis Sayles International Growth Fund** (2026-03-31) and **Global Insight Portfolio** (2026-03-31).

- Shared positions: 4
- Loomis Sayles International Growth Fund covered by Global Insight Portfolio: 0.1877494738990062636650524595
- Global Insight Portfolio covered by Loomis Sayles International Growth Fund: 0.1877494738990062636650524595

## 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 |  |

## Global Insight Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.139852 |  |
| ROYALTY PHARMA PLC | 0.084221 |  |
| TESLA INC | 0.080109 | ✓ |
| ROIVANT SCIENCES LTD | 0.071015 |  |
| SPOTIFY TECHNOLOGY SA | 0.056214 |  |
| QXO INC | 0.054790 |  |
| MERCADOLIBRE INC | 0.047376 | ✓ |
| SHOPIFY INC CL A | 0.046244 | ✓ |
| AFFIRM HOLDINGS INC | 0.045517 |  |
| MSILF-TR SEC-INS | 0.043638 |  |
| APPLOVIN CORP | 0.041057 |  |
| ROBLOX CORP - A | 0.030903 |  |
| OPENDOOR TECHNOLOGIES INC | 0.028065 |  |
| STRATEGY INC CL A | 0.025197 |  |
| ADYEN NV | 0.024768 | ✓ |
| IONQ INC | 0.023303 |  |
| SNOWFLAKE INC CL A | 0.023299 |  |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.023290 |  |
| AURORA INNOVATION INC | 0.022068 |  |
| SHS BEN INT | 0.019857 |  |
| ARBUTUS BIOPHARMA CORP | 0.014242 |  |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.012955 |  |
| Twenty One Capital, Inc., Class A | 0.007470 |  |
| XOMA ROYALTY CORPORATION | 0.006845 |  |
| COUPANG INC A | 0.005322 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.005237 |  |
| SEA LTD ADR | 0.004750 |  |
| IMMUNOVANT INC | 0.003674 |  |
| ZAR/USD FORWARD | 0.002430 |  |
| PROKIDNEY CORP | 0.001917 |  |
| ODDITY TECH LTD A | 0.001415 |  |
| AGILON HEALTH IN | 0.001097 |  |
| ZSCALER INC | 0.000656 |  |
| VICTORIA PLC | 0.000456 |  |
| USD P IDR C @16250.00 EO | 0.000361 |  |
| LOOKOUT INC SER F CVT PFD PP | 0.000272 |  |
| OPENDOOR TECHNOLOGIES INC WT 11/20/2026 | 0.000066 |  |
| OPENDOOR TECHNOLOGIES INC WT 11/20/2026 | 0.000027 |  |
| OPENDOOR TECHNOLOGIES INC WT 11/20/2026 | 0.000026 |  |
| ZSCALER INC CFD | 0.000000 |  |


## 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 `0001410368-26-054473` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/836487/000141036826054473/0001410368-26-054473-index.htm>

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