# Portfolio overlap — SCGVX vs CFSIX

Comparing **Sands Capital Global Growth Fund** (2026-01-31) and **Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund** (2026-03-31).

- Shared positions: 14
- Sands Capital Global Growth Fund covered by Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund: 0.4052358642306323226945872818
- Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund covered by Sands Capital Global Growth Fund: 0.4052358642306323226945872820

## Sands Capital Global Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.095448 | ✓ |
| ALPHABET INC CL A | 0.059203 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.052741 | ✓ |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.048357 |  |
| ASML Holding NV - NY Reg Shares | 0.043100 |  |
| MERCADOLIBRE INC | 0.035235 |  |
| GALDERMA GROUP A | 0.033361 |  |
| AXON ENTERPRISE INC | 0.030862 | ✓ |
| SHOPIFY INC CL A | 0.030729 | ✓ |
| NETFLIX INC | 0.029896 | ✓ |
| INTUITIVE SURGICAL INC | 0.029305 |  |
| DOORDASH INC-A | 0.028994 | ✓ |
| TITAN CO LTD | 0.026601 |  |
| Bajaj Finance Ltd | 0.024504 |  |
| Spotify Technology SA | 0.022674 | ✓ |
| CARVANA CO CL A | 0.022043 | ✓ |
| VISA INC-CLASS A | 0.021862 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.021134 | ✓ |
| KEYENCE CORP | 0.020979 |  |
| CLOUDFLARE INC-A | 0.019836 | ✓ |
| ADYEN NV | 0.019659 |  |
| FLUTTER ENTER-DI | 0.019431 |  |
| CARLISLE COS INC | 0.019410 |  |
| US ULTRA BOND CBT Sep25 | 0.018813 |  |
| BUILDERS FIRSTSOURCE | 0.018566 |  |
| SERVICENOW INC | 0.018500 |  |
| SK HYNIX INC | 0.017345 |  |
| HDFC BANK LTD | 0.017272 |  |
| DOLLARAMA INC | 0.016951 |  |
| On Holding AG | 0.016820 |  |
| ARGENX SE SPONSORED ADR | 0.016774 |  |
| APPLOVIN CORP | 0.016242 | ✓ |
| TETRA TECH INC | 0.015515 |  |
| IRHYTHM TECHNOLOGIES INC | 0.015449 |  |
| SAMSARA INC-CL A | 0.014616 | ✓ |
| 3I GROUP PLC | 0.013797 |  |
| BLOOM ENERGY CORP- A COMMON STOCK | 0.011901 |  |
| CTS Eventim AG & Company KGaA | 0.008930 |  |
| PRO MEDICUS LTD | 0.007138 |  |
| UNITED STATES DOLLAR | 0.000006 |  |

## 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 `0002048251-26-002535` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/878719/000204825126002535/0002048251-26-002535-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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