# Portfolio overlap — VCSTX vs BGSIX

Comparing **Science & Technology Fund** (2026-02-28) and **BlackRock Technology Opportunities Fund** (2026-02-27).

- Shared positions: 45
- Science & Technology Fund covered by BlackRock Technology Opportunities Fund: 0.6860175625663336338811591689
- BlackRock Technology Opportunities Fund covered by Science & Technology Fund: 0.6860175625663336338811591689

## Science & Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.122312 | ✓ |
| APPLE INC | 0.074184 | ✓ |
| BROADCOM INC | 0.066707 | ✓ |
| MICROSOFT CORP | 0.060441 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.056137 | ✓ |
| ALPHABET INC CL C | 0.051957 |  |
| LAM RESEARCH CORP | 0.029587 | ✓ |
| META PLATFORMS INC CL A | 0.027915 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.026419 | ✓ |
| MICRON TECHNOLOGY INC | 0.022300 |  |
| ALPHABET INC CL A | 0.021886 | ✓ |
| AMPHENOL CORPORATION CL A | 0.017321 |  |
| KLA CORP | 0.016950 |  |
| SNOWFLAKE INC CL A | 0.016047 | ✓ |
| LUMENTUM HOLDINGS INC | 0.015945 | ✓ |
| ARISTA NETWORKS INC | 0.015656 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.013418 | ✓ |
| ANALOG DEVICES INC | 0.013130 |  |
| ADVANTEST CORP | 0.013070 | ✓ |
| MONOLITHIC POWER SYS INC | 0.012303 | ✓ |
| APPLIED MATERIALS INC | 0.012009 |  |
| CROWDSTRIKE HOLDINGS INC | 0.011763 | ✓ |
| WESTERN DIGITAL CORP | 0.011576 | ✓ |
| KRANESH CSI CHINA INTERNET MUTUAL FUND | 0.010849 |  |
| PALO ALTO NETWORKS INC | 0.009570 | ✓ |
| AMAZON.COM INC | 0.008915 | ✓ |
| ELITE MATERIAL | 0.008466 | ✓ |
| SANDISK CORPORATION | 0.008341 |  |
| TESLA INC | 0.008129 | ✓ |
| SHOPIFY INC CL A | 0.007957 |  |
| COHERENT CORP | 0.007846 | ✓ |
| ORACLE CORP | 0.007798 | ✓ |
| VERTIV HOLDINGS CO | 0.007621 | ✓ |
| SIEMENS ENERGY AG | 0.007593 | ✓ |
| SOFTBANK GROUP CORP | 0.007504 | ✓ |
| CLOUDFLARE INC-A | 0.007447 |  |
| MONGODB INC CL A | 0.007010 | ✓ |
| RUBRIK INC-A | 0.006997 | ✓ |
| GOLD CIRCUIT | 0.006978 |  |
| SPOTIFY TECHNOLOGY SA | 0.006770 | ✓ |
| ADV MICRO DEVICE | 0.006491 | ✓ |
| ASML Holding NV | 0.006089 | ✓ |
| ADV ENERGY INDS | 0.005751 | ✓ |
| BLOOM ENERGY CORP CL A | 0.005565 |  |
| BWX TECHNOLOGIES INC | 0.005483 |  |
| AKAMAI TECHNOLOGIES INC | 0.005225 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.005131 | ✓ |
| CELESTICA INC SUB VTG | 0.004821 |  |
| NXP SEMICONDUCTORS NV | 0.004681 |  |
| CORNING INC | 0.004502 | ✓ |

## BlackRock Technology Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.117780 | ✓ |
| BROADCOM INC | 0.071816 | ✓ |
| APPLE INC | 0.060097 | ✓ |
| MICROSOFT CORP | 0.053478 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.048446 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.046178 | ✓ |
| SK HYNIX INC | 0.044019 |  |
| ALPHABET INC CL A | 0.043398 | ✓ |
| LAM RESEARCH CORP | 0.042141 | ✓ |
| ADVANTEST CORP | 0.035381 | ✓ |
| MONOLITHIC POWER SYS INC | 0.022107 | ✓ |
| META PLATFORMS INC CL A | 0.021967 | ✓ |
| ADV MICRO DEVICE | 0.021877 | ✓ |
| DATABRICKS INC SER L PC PP | 0.021120 |  |
| SNOWFLAKE INC CL A | 0.019852 | ✓ |
| AMAZON.COM INC | 0.017828 | ✓ |
| TESLA INC | 0.016300 | ✓ |
| LUMENTUM HOLDINGS INC | 0.015770 | ✓ |
| ARISTA NETWORKS INC | 0.015145 | ✓ |
| INTEL CORP | 0.014945 |  |
| VERTIV HOLDINGS CO | 0.013066 | ✓ |
| ORACLE CORP | 0.013029 | ✓ |
| SIEMENS ENERGY AG | 0.012814 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.012502 |  |
| SOFTBANK GROUP CORP | 0.012030 | ✓ |
| ASML Holding NV | 0.011408 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.010767 | ✓ |
| PALO ALTO NETWORKS INC | 0.010725 | ✓ |
| ANTHROPIC PBC SERIES F PC PP | 0.009833 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.009247 | ✓ |
| CORNING INC | 0.008546 | ✓ |
| ECHOSTAR CORP CL A | 0.007885 | ✓ |
| FLEX LTD | 0.007377 | ✓ |
| HYUNDAI MOTOR CO | 0.007372 | ✓ |
| ELITE MATERIAL | 0.007287 | ✓ |
| CISCO SYSTEMS INC | 0.007239 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.007232 | ✓ |
| MERCADOLIBRE INC | 0.006947 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.006477 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.006185 | ✓ |
| MONGODB INC CL A | 0.005703 | ✓ |
| WESTERN DIGITAL CORP | 0.005649 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005396 |  |
| ASE TECHNOLOGY H | 0.005017 |  |
| COHERENT CORP | 0.004962 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004776 | ✓ |
| RUBRIK INC-A | 0.004160 | ✓ |
| AEROVIRONMENT INC | 0.003979 | ✓ |
| BYTEDANCE LTD SER E-1 PC PP | 0.003706 |  |
| DATADOG INC CL A | 0.003627 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-041604` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/719423/000141036826041604/0001410368-26-041604-index.htm>
- N-PORT (fund B) — accession `0000940400-26-014713` (as of 2026-02-27)
  <https://www.sec.gov/Archives/edgar/data/844779/000094040026014713/0000940400-26-014713-index.htm>

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