# Portfolio overlap — TMFG vs LRGG

Comparing **Motley Fool Global Opportunities ETF** (2026-02-28) and **Nomura Focused Large Growth ETF** (2026-03-31).

- Shared positions: 5
- Motley Fool Global Opportunities ETF covered by Nomura Focused Large Growth ETF: 0.2120058458481277714953280334
- Nomura Focused Large Growth ETF covered by Motley Fool Global Opportunities ETF: 0.2120058458481277714953280334

## Motley Fool Global Opportunities ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.066282 | ✓ |
| INTL CONTAINER TERM SVCS INC COMMON STOCK | 0.052428 |  |
| AMAZON.COM INC | 0.051574 | ✓ |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.049108 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.038390 | ✓ |
| WASTE CONNECTIONS INC | 0.037514 | ✓ |
| MASTERCARD INC CL A | 0.037506 | ✓ |
| NINTENDO CO LTD | 0.036947 |  |
| COSTCO WHOLESALE CORP | 0.035417 |  |
| WATSCO INC | 0.031811 |  |
| EQUINIX INC | 0.029390 |  |
| AXON ENTERPRISE INC | 0.029338 |  |
| STONEX GROUP INC | 0.029270 |  |
| FABRINET | 0.028661 |  |
| YUM CHINA HOLDINGS INC - XHKG LISTING | 0.027773 |  |
| CLOSE BROS GRP | 0.026445 |  |
| FASTENAL CO | 0.025428 |  |
| LONDON STOCK EXCHANGE GRP | 0.024862 |  |
| AMERICAN TOWER CORP | 0.024307 |  |
| AON PLC | 0.023565 |  |
| U.S. Bank Money Market Deposit Account | 0.022678 |  |
| DEXCOM INC | 0.022438 |  |
| BROOKFIELD ASSET MANAGEMENT LTD A | 0.021819 |  |
| Kerry Group Public Limited Company | 0.019870 |  |
| MERCADOLIBRE INC | 0.019865 |  |
| Ashtead Group PLC | 0.017618 |  |
| SYMRISE AG COMMON STOCK | 0.017395 |  |
| SALESFORCE INC | 0.016870 |  |
| WATERS CORP | 0.016116 |  |
| CELLNEX TELECOM | 0.014656 |  |
| CAN NATL RAILWAY | 0.014602 |  |
| CELLEBRITE DI LTD | 0.014005 |  |
| ALPHATEC HOLDINGS INC | 0.012500 |  |
| SBA COMMUNICATIONS CORP | 0.011678 |  |
| NETFLIX INC | 0.008681 |  |
| RENTOKIL-SP ADR | 0.008488 |  |
| UNIVERSAL MUSIC GROUP NV | 0.008464 |  |
| Icon Public Limited Company | 0.008266 |  |
| Relx PLC SPON ADS EACH REPR 1 ORD | 0.007868 |  |
| SERVICENOW INC | 0.007060 |  |
| Safaricom PLC | 0.002594 |  |
| Dr. Ing. h.c. F. Porsche Aktiengesellschaft | 0.000213 |  |
| CROCS INC | 0.000092 |  |
| System1 Group PLC | 0.000092 |  |
| ATLASSIAN CORP PLC CLS A | 0.000057 |  |

## Nomura Focused Large Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.150870 |  |
| MICROSOFT CORP | 0.117253 |  |
| APPLE INC | 0.087509 |  |
| AMAZON.COM INC | 0.056349 | ✓ |
| ALPHABET INC CL C | 0.052650 | ✓ |
| VISA INC-CLASS A | 0.047051 |  |
| DANAHER CORP | 0.046676 |  |
| VERISK ANALYTICS INC | 0.045551 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.044967 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.041588 | ✓ |
| S&P GLOBAL INC | 0.038830 |  |
| WASTE CONNECTIONS INC | 0.036763 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.036312 |  |
| MASTERCARD INC CL A | 0.032628 | ✓ |
| FERRARI NV | 0.032015 |  |
| MSCI INC | 0.025763 |  |
| INTUIT INC | 0.024590 |  |
| VEEVA SYSTEMS-A | 0.024285 |  |
| SYNOPSYS INC | 0.019548 |  |
| COCA-COLA CO/THE | 0.017485 |  |
| COSTAR GROUP INC | 0.017422 |  |
| Invesco Government & Agency Portfolio, Institutional Class | 0.003894 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-185508` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/831114/000119312526185508/0001193125-26-185508-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012294` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1969995/000207169126012294/0002071691-26-012294-index.htm>

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