# Portfolio overlap — TPYAX vs FDCF

Comparing **Touchstone Funds Group Trust-Touchstone Sands Capital International Growth Equity Fund** (2026-03-31) and **Fidelity Disruptive Communications ETF** (2026-02-28).

- Shared positions: 3
- Touchstone Funds Group Trust-Touchstone Sands Capital International Growth Equity Fund covered by Fidelity Disruptive Communications ETF: 0.1488247235472546791539815945
- Fidelity Disruptive Communications ETF covered by Touchstone Funds Group Trust-Touchstone Sands Capital International Growth Equity Fund: 0.1488247235472546791539815945

## Touchstone Funds Group Trust-Touchstone Sands Capital International Growth Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.102377 | ✓ |
| ASML Holding NV - NY Reg Shares | 0.059334 |  |
| SHOPIFY INC CL A | 0.056352 |  |
| GALDERMA GRP. AG | 0.052626 |  |
| Addtech AB SER'B'NPV | 0.047322 |  |
| Spotify Technology SA | 0.043594 |  |
| MERCADOLIBRE INC | 0.041821 |  |
| VAT GRP. AG | 0.041468 |  |
| Ajinomoto Company, Inc. | 0.041398 |  |
| Keyence Corporation | 0.035298 |  |
| SEA LTD ADR | 0.032616 | ✓ |
| CTS EVENTIM AG & | 0.031361 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.029126 | ✓ |
| ESSILORLUXOTTICA | 0.026656 |  |
| ADYEN NV /EUR/ 144A 0.00000000 | 0.026310 |  |
| FERRARI NV /EUR/ 0.00000000 | 0.024602 |  |
| ARGENX SE SPONSORED ADR | 0.024531 |  |
| CFD_EQS GOLDUS33 B1YW440 | 0.022635 |  |
| HEXAGON AB-B | 0.022402 |  |
| DINO POLSKA SA /PLN/ 144A 0.00000000 | 0.022053 |  |
| Titan Co Ltd. INR1 | 0.022011 |  |
| NU Holdings Ltd/Cayman Islands | 0.022003 |  |
| BAJAJ FIN. LTD | 0.021783 |  |
| HDFC Bank Ltd. INR1 | 0.021425 |  |
| Weg SA COM NPV | 0.021095 |  |
| DOLLARAMA INC | 0.020856 |  |
| On Holding AG | 0.020626 |  |
| FLUTTER ENTER-DI | 0.016995 |  |
| SK Hynix Inc. KRW5000 | 0.016696 |  |
| Stevanato Group S.p.A. ORD SHS | 0.013219 |  |
| DREY-GVT CSH-I | 0.012045 |  |
| PRO Medicus Ltd. NPV | 0.007363 |  |

## Fidelity Disruptive Communications ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.099089 | ✓ |
| ALPHABET INC CL A | 0.077646 |  |
| META PLATFORMS INC CL A | 0.068434 |  |
| NVIDIA CORP | 0.050303 |  |
| ARISTA NETWORKS INC | 0.049940 |  |
| AMAZON.COM INC | 0.044977 |  |
| WARNER BROS DISCOVERY INC | 0.043224 |  |
| SEA LTD ADR | 0.035119 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.033190 |  |
| T-MOBILE US INC | 0.032983 |  |
| ROKU INC CLASS A | 0.031312 |  |
| QUEBECOR INC-B | 0.028288 |  |
| ROBLOX CORP - A | 0.025613 |  |
| ECHOSTAR CORP CL A | 0.023875 |  |
| APPLE INC | 0.023446 |  |
| PDD HOLDINGS INC ADR | 0.021663 |  |
| REDDIT INC-A | 0.021472 |  |
| LIVE NATION ENTERTAINMENT INC | 0.019734 |  |
| CADENCE DESIGN SYSTEMS INC | 0.018200 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.018097 |  |
| TWILIO INC CLASS A | 0.017778 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.017160 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.017120 | ✓ |
| NETFLIX INC | 0.016607 |  |
| TENCENT HOLDINGS LTD | 0.016322 |  |
| WALT DISNEY CO/T | 0.016170 |  |
| SPOTIFY TECHNOLOGY SA | 0.015964 |  |
| CLOUDFLARE INC-A | 0.015161 |  |
| DYCOM INDUSTRIES INC | 0.014771 |  |
| MAGNITE INC | 0.014657 |  |
| NAVER CORP | 0.014621 |  |
| MICROSOFT CORP | 0.010233 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.009908 |  |
| AST SPACEMOBILE INC | 0.007684 |  |
| APPLOVIN CORP | 0.006472 |  |
| SYNOPSYS INC | 0.006266 |  |
| NXP SEMICONDUCTORS NV | 0.006174 |  |
| SERVICENOW INC | 0.005610 |  |
| UNITY SOFTWARE INC | 0.003659 |  |
| Fidelity Cash Central Fund | 0.001059 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-246867` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/914243/000119312526246867/0001193125-26-246867-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002541` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540226002541/0000035402-26-002541-index.htm>

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