BGAFX Mutual Fund

BGAFX Mutual Fund

NAV$60.31
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Showing the top 10 of 47 holdings · as of Mar 31, 2026
Top 10 weight
45.20%
BGAFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia Corp.Info Tech · Semiconductors
7.43%		7.4%356,883$62.24MInfo TechSemiconductors
2—Shopify Inc.Info Tech · Software
5.06%		12.5%357,327$42.39MInfo TechSoftware
Share changes, sector and industry · Pro
3
AMZN
Amazon.com Inc
5.00%		17.5%200,807$41.82M
4—Taiwan Semiconductor - Adr
4.99%		22.5%123,587$41.77M
5
MELI
Mercadolibre Inc
4.83%		27.3%23,388$40.44M
6
SPCX
Space Exploration Technologies
4.73%		32.0%75,250$39.63M
7—Cloudflare Inc (180 Day Lockup)
3.67%		35.7%148,964$30.74M
8
CPNG
Coupang LLC
3.55%		39.3%1,572,655$29.69M
9—Nu Holdings Ltd. ORD SHS CL A
3.02%		42.3%1,760,205$25.29M
10—Gds Holdings Ltd Cl A
2.92%		45.2%605,829$24.41M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureDigital AdvertisingPaymentsRobotics & AutomationEmerging TechDigital BankingLending & CreditConsumer SpendingCybersecurityData & AnalyticsSupply Chain

BGAFX Mutual Fund Top Holdings

BGAFX holdings top 10 positions. The top 10 holdings account for 45.2% of the fund, led by Nvidia Corp. at 7.4%, Shopify Inc. at 5.1%, Amazon.Com Inc at 5.0%.

BGAFX portfolio concentration is moderate, with the top 10 representing 45.2% of total assets. The largest sector exposure is Information Technology at 38.0%.

BGAFX sectors provide a detailed breakdown. BGAFX overlap shows how holdings compare to other funds in your portfolio.