Baillie Gifford International Stock Portfolio
Brighthouse Funds Trust II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ROCHE HOLDING AG 0 59,220 59,220 1.80% $23.38M
SUMITOMO MITSUI 0 546,800 546,800 1.34% $17.40M
PETROLEO BRASILEIRO SPONS ADR 0 814,081 814,081 1.30% $16.89M
Receive CONTEMPORARY A-A Pay Overnight Rate -1 0 255,200 255,200 1.15% $14.96M
TOTALENERGIES SE 0 151,884 151,884 1.08% $14.02M
CREDICORP LTD 0 39,085 39,085 1.02% $13.26M
SOFTBANK GROUP CORP 0 536,200 536,200 0.99% $12.89M
KBC GROUP 0 100,596 100,596 0.95% $12.30M
Treasury Repurchase Agreement 0 7,864,600 7,864,600 0.61% $7.86M
FIXED INC CLEARING CORP.REPO 0 6,234,862 6,234,862 0.48% $6.23M
ZIJIN MINING-H 0 1,150,000 1,150,000 0.40% $5.22M
TRI PARTY CITIGROUP 0 5,000,000 5,000,000 0.39% $5.00M
Bank Of Nova Scotia NY Agency 0 4,000,000 4,000,000 0.31% $4.00M
MSILF-GOVT-INS 0 4,000,000 4,000,000 0.31% $4.00M
Government Agency Repurchase Agreement 0 3,975,000 3,975,000 0.31% $3.98M
DZ BANK AG NEW YORK 0 2,000,000 2,000,000 0.15% $2.00M
CREDIT AGRICOLE CIB, NY 0 2,000,000 2,000,000 0.15% $2.00M
SVENSKA NY 0 2,000,000 2,000,000 0.15% $2.00M
National Bank Financial Inc 0 400,000 400,000 0.03% $400.00K
TRS CANNABIST CO HOLDINGS INC/THE 0 30,000 30,000 0.00% $30.00K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ROCHE HOLDINGS AG (GENUSSCHEINE) 66,782 0 -66,782 0.00% -$27.60M
NOVO NORDISK-B 232,646 0 -232,646 0.00% -$11.86M
DEMANT A/S 342,947 0 -342,947 0.00% -$11.58M
COUPANG INC A 456,464 0 -456,464 0.00% -$10.77M
OLYMPUS CORP 725,800 0 -725,800 0.00% -$9.25M
MONDAY.COM LTD 61,705 0 -61,705 0.00% -$9.11M
Kone OYJ, Class B 124,794 0 -124,794 0.00% -$8.85M
MEITUAN-W 654,470 0 -654,470 0.00% -$8.64M
FIXED INC CLEARING CORP.REPO 8,623,471 0 -8,623,471 0.00% -$8.62M
Topicus.com Inc 89,307 0 -89,307 0.00% -$8.27M
Sartorius Stedim Biotech S.A. 32,311 0 -32,311 0.00% -$7.95M
Treasury Repurchase Agreement 2,677,994 0 -2,677,994 0.00% -$2.68M
ZIMMER BIOMET HOLDINGS INC 2,000,000 0 -2,000,000 0.00% -$2.00M
REV RC R/P JEFFER 3.000% 12/02/27 1,000,000 0 -1,000,000 0.00% -$1.00M
FIDELITY INSTITUITONAL GOVT 1,000,000 0 -1,000,000 0.00% -$1.00M
SOCGEN TRIPARTY TSY 27,451 0 -27,451 0.00% -$27.45K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
RIO TINTO PLC 349,661 383,391 33,730 2.75% $7.74M
DEUTSCHE BOERSE 105,166 119,838 14,672 2.69% $7.22M
B3 SA 5,362,600 8,502,400 3,139,800 2.33% $16.24M
DISCOVERY LTD COMMON STOCK 1,580,022 1,625,722 45,700 1.84% $2.17M
SONY GROUP CORP 1,010,800 1,115,300 104,500 1.77% -$2.83M
LUNDIN MINING CORP 623,897 873,952 250,055 1.68% $8.38M
UNITED OVERSEAS 496,300 699,600 203,300 1.55% $6.61M
PING AN-H 1,302,000 2,487,000 1,185,000 1.49% $8.44M
HDFC BANK LTD 2,104,638 2,358,747 254,109 1.45% -$4.45M
SCOUT24 SE 231,432 233,593 2,161 1.38% -$5.43M
SKANDINAVISK ENSKILDA BANKEN AB 512,103 859,229 347,126 1.22% $4.98M
MEDIATEK 203,000 292,000 89,000 1.09% $4.94M
STELLA-JONES INC 127,253 197,685 70,432 1.02% $5.37M
NIPPON PAINT HOL 1,354,000 1,779,100 425,100 0.86% $2.06M
NINTENDO CO LTD 109,400 152,900 43,500 0.67% $1.33M
The Bank Of Nova Scotia, Toronto 100,000 6,000,000 5,900,000 0.46% $5.90M
SILERGY 562,000 635,000 73,000 0.45% $2.44M
State Street Navigator Securities Lending Portfolio II 1,000,000 4,000,000 3,000,000 0.31% $3.00M
MONEYMKT 3,000,000 4,000,000 1,000,000 0.31% $1.00M
Short-Term Investment 3,000,000 4,000,000 1,000,000 0.31% $1.00M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TSMC 1,706,000 1,454,000 -252,000 6.32% -$1.37M
SAMSUNG ELECTRONICS CO LTD 656,626 426,879 -229,747 3.70% -$6.77M
TENCENT HOLDINGS LTD 717,500 652,700 -64,800 3.18% -$13.77M
DSV PANALPINA A S 131,971 118,026 -13,945 2.17% -$5.01M
MERCADOLIBRE INC 19,958 16,099 -3,859 2.15% -$12.37M
ASML Holding NV 22,326 20,116 -2,210 2.05% $2.76M
AIA Group Ltd 2,535,800 2,299,400 -236,400 1.99% -$215.34K
RYANAIR HOLDINGS PLC SPON ADR 487,916 372,626 -115,290 1.66% -$13.68M
KINGSPAN GROUP 273,011 242,876 -30,135 1.58% -$3.09M
FINECOBANK SPA 1,032,379 916,664 -115,715 1.57% -$6.46M
DANONE SA 313,014 250,693 -62,321 1.55% -$8.11M
CRH PLC 216,343 193,050 -23,293 1.55% -$6.89M
Midea Group Company, Ltd. 1,872,900 1,697,500 -175,400 1.45% -$2.08M
NOVOZYMES A S 308,369 278,546 -29,823 1.27% -$3.27M
ATLAS COPCO-B 1,149,978 1,009,541 -140,437 1.21% -$2.76M
IMCD NV 145,813 142,534 -3,279 1.15% $1.61M
SMC CORP 39,000 35,000 -4,000 1.06% $110.24K
UNILEVER PLC 268,579 242,240 -26,339 1.05% -$3.98M
SANDOZ GROUP AG 263,886 172,258 -91,628 1.04% -$5.72M
EXPERIAN PLC COMMON STOCK USD.1 416,485 371,702 -44,783 1.00% -$5.92M
KEYENCE CORP 38,800 35,100 -3,700 0.96% -$1.63M
SAP SE 77,012 71,225 -5,787 0.93% -$6.79M
ADYEN NV 12,766 11,890 -876 0.92% -$8.58M
SHOPIFY INC CL A 105,293 100,117 -5,176 0.92% -$5.07M
TOKYO ELECTRON 70,100 46,400 -23,700 0.87% -$4.05M
SHIMANO INC 113,200 105,700 -7,500 0.85% -$875.11K
LVMH MOET HENNESSY LOUIS VUITTON SE 20,248 19,010 -1,238 0.81% -$4.70M
SEA LTD ADR 128,841 120,897 -7,944 0.77% -$6.42M
CIE FINANCI-REG 64,336 56,113 -8,223 0.77% -$3.89M
ICICI LOMBARD GE 579,851 536,862 -42,989 0.75% -$2.95M
EDENRED 554,461 486,371 -68,090 0.75% -$2.63M
NIHON M and A CENTER HOLDINGS INC 2,469,000 2,242,500 -226,500 0.70% -$2.32M
CONSTELLATION SOFTWARE INC 5,557 5,127 -430 0.69% -$4.37M
COPA HOLDINGS SA CL A 82,619 78,882 -3,737 0.69% -$1.00M
Unicharm Corporation 1,679,400 1,525,300 -154,100 0.68% -$743.50K
Kaspi.Kz JSC SPONSORED ADS 130,532 119,783 -10,749 0.68% -$1.33M
RATIONAL Aktiengesellschaft 13,356 12,219 -1,137 0.68% -$1.49M
SALMAR ASA 160,461 148,471 -11,990 0.67% -$1.16M
SPOTIFY TECHNOLOGY SA 19,503 17,667 -1,836 0.66% -$2.76M
TECHNOPROBE SPA 761,116 498,019 -263,097 0.65% -$2.37M
TFI INTERNATIONA 78,621 72,605 -6,016 0.61% -$223.46K
Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS 1,078,264 850,999 -227,265 0.61% -$11.00M
KWEICHOW MOUTAI CO LTD A 40,200 37,300 -2,900 0.61% -$58.77K
RECRUIT HOLDINGS 192,500 177,400 -15,100 0.59% -$3.31M
MonotaRO Company, Ltd. 772,700 713,600 -59,100 0.59% -$4.74M
NEXANS SA 65,604 56,166 -9,438 0.59% -$2.05M
PDD HOLDINGS INC ADR 85,150 72,073 -13,077 0.57% -$2.29M
MAGNUM ICE CREAM 485,892 445,534 -40,358 0.50% -$1.17M
MONEY FORWARD IN 304,600 285,100 -19,500 0.49% -$2.77M
Lumine Group Inc 426,672 369,411 -57,261 0.45% -$2.55M
SONY FINANCIAL G 6,922,600 6,455,600 -467,000 0.45% -$1.44M
BlackRock Liquidity FedFund - Institutional Class 6,000,000 5,000,000 -1,000,000 0.39% -$1.00M
BIONTECH SE ADR 58,970 54,018 -4,952 0.37% -$812.82K
Invesco Government & Agency Portfolio, Institutional Class 3,000,000 2,000,000 -1,000,000 0.15% -$1.00M
MONEYMKT 3,000,000 2,000,000 -1,000,000 0.15% -$1.00M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MIPS AB 116,562 116,562 0 0.22% -$1.55M
NORILSK NICKEL 3,921,000 3,921,000 0 0.00% $0
MMC NORILSK ADR 7 7 0 0.00% $0
CONSTELLATION-28 10,541 10,541 0 0.00% $0

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