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SCGVX vs SAGAX

Shared holdings
9
SCGVX covered by SAGAX
30.03%
SAGAX covered by SCGVX
30.03%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SCGVX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP9.54%
ALPHABET INC CL A5.92%
TAIWAN SEMIC MFG CO LTD SP ADR5.27%
PUT Amazon.com, Inc. 01/02/2026 P2054.84%
ASML Holding NV - NY Reg Shares4.31%
MERCADOLIBRE INC3.52%
GALDERMA GROUP A3.34%
AXON ENTERPRISE INC3.09%
SHOPIFY INC CL A3.07%
NETFLIX INC2.99%
INTUITIVE SURGICAL INC2.93%
DOORDASH INC-A2.90%
TITAN CO LTD2.66%
Bajaj Finance Ltd2.45%
Spotify Technology SA2.27%
CARVANA CO CL A2.20%
VISA INC-CLASS A2.19%
INTERCONTINENTAL EXCHANGE INC2.11%
KEYENCE CORP2.10%
CLOUDFLARE INC-A1.98%
ADYEN NV1.97%
FLUTTER ENTER-DI1.94%
CARLISLE COS INC1.94%
US ULTRA BOND CBT Sep251.88%
BUILDERS FIRSTSOURCE1.86%
SERVICENOW INC1.85%
SK HYNIX INC1.73%
HDFC BANK LTD1.73%
DOLLARAMA INC1.70%
On Holding AG1.68%
ARGENX SE SPONSORED ADR1.68%
APPLOVIN CORP1.62%
TETRA TECH INC1.55%
IRHYTHM TECHNOLOGIES INC1.54%
SAMSARA INC-CL A1.46%
3I GROUP PLC1.38%
BLOOM ENERGY CORP- A COMMON STOCK1.19%
CTS Eventim AG & Company KGaA0.89%
PRO MEDICUS LTD0.71%
UNITED STATES DOLLAR0.00%

SAGAX (March 31, 2026)

SecurityWeight
NVIDIA CORP9.63%
TESLA INC7.60%
SHOPIFY INC CL A6.44%
MERCADOLIBRE INC5.63%
AXON ENTERPRISE INC5.41%
AMAZON.COM INC4.83%
ALPHABET INC CL A4.07%
ROCKET LAB CORP3.61%
VERTIV HOLDINGS CO3.52%
QUANTA SVCS INC3.51%
ADV MICRO DEVICE3.50%
NATERA INC3.31%
MONOLITHIC POWER SYS INC3.27%
META PLATFORMS INC CL A3.00%
SNOWFLAKE INC CL A2.95%
KARMAN HOLDINGS INC2.90%
NETFLIX INC2.80%
UBER TECHNOLOGIES INC2.58%
CROWDSTRIKE HOLDINGS INC2.05%
TRANSMEDICS GROUP INC1.97%
TOAST INC-A1.92%
INSULET CORP1.92%
CREDO TECHNOLOGY GROUP HOLDING LTD1.78%
SPOTIFY TECHNOLOGY SA1.53%
APPLOVIN CORP1.47%
SAMSARA INC-CL A1.25%
SERVICENOW INC1.20%
VEEVA SYSTEMS-A1.08%
ON HOLDING AG1.04%
SHARKNINJA INC1.01%
WINGSTOP INC0.92%
NLIGHT INC0.71%
CARIS LIFE SCIENCES INC0.70%
ARCUTIS BIOTHERAPEUTICS INC0.63%
AMPRIUS TECHNOLOGIES INC0.25%

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