C000021858 Holdings — SA Multi-Managed Large Cap Growth Portfolio

All 194 reported holdings of SA Multi-Managed Large Cap Growth Portfolio (C000021858) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp10.61%$24.26M
Microsoft Corp6.41%$14.66M
Apple Inc4.95%$11.31M
Cloudflare Inc4.11%$9.40M
Tesla Inc3.72%$8.50M
Alphabet Inc3.59%$8.22M
Amazon.com Inc3.28%$7.51M
Meta Platforms Inc3.19%$7.29M
Broadcom Inc3.10%$7.08M
Alphabet Inc2.68%$6.12M
Royalty Pharma PLC2.23%$5.09M
Eli Lilly & Co2.06%$4.72M
AppLovin Corp1.91%$4.36M
DoorDash Inc1.57%$3.60M
Spotify Technology SA1.50%$3.43M
Shopify Inc1.42%$3.24M
Medline Inc1.41%$3.23M
ROBLOX Corp1.27%$2.91M
Roivant Sciences Ltd1.27%$2.90M
Mastercard Inc1.24%$2.84M
JPMorgan Chase & Co1.14%$2.62M
Snowflake Inc1.10%$2.52M
Berkshire Hathaway Inc1.07%$2.44M
Johnson & Johnson0.97%$2.21M
Advanced Micro Devices Inc0.97%$2.21M
Palantir Technologies Inc0.94%$2.14M
Strategy Inc0.92%$2.10M
Samsara Inc0.85%$1.95M
Micron Technology Inc0.77%$1.76M
General Electric Co0.77%$1.76M
Crowdstrike Holdings Inc0.75%$1.72M
Airbnb Inc0.75%$1.70M
GE Vernova Inc0.71%$1.63M
Costco Wholesale Corp0.70%$1.61M
Applied Materials Inc0.69%$1.58M
Targa Resources Corp0.69%$1.57M
Core & Main Inc0.68%$1.56M
Intuitive Surgical Inc0.67%$1.53M
KLA Corp0.66%$1.51M
Fannie Mae0.66%$1.51M
Marvell Technology Inc0.53%$1.22M
Old Dominion Freight Line Inc0.50%$1.14M
Netflix Inc0.49%$1.13M
Rockwell Automation Inc0.45%$1.04M
MSCI Inc0.45%$1.02M
Rollins Inc0.43%$994.81K
Verisk Analytics Inc0.43%$972.47K
Affirm Holdings Inc0.42%$951.04K
Copart Inc0.41%$941.75K
Adyen NV0.41%$938.61K
Eaton Corp PLC0.40%$917.42K
Caterpillar Inc0.40%$915.33K
Coherent Corp0.39%$888.52K
Home Depot Inc/The0.37%$839.33K
TransDigm Group Inc0.35%$804.32K
Insmed Inc0.34%$778.52K
Visa Inc0.34%$775.55K
Texas Instruments Inc0.33%$759.86K
Dutch Bros Inc0.33%$755.70K
Lam Research Corp0.32%$740.55K
United Rentals Inc0.32%$727.83K
RTX Corp0.31%$718.55K
Martin Marietta Materials Inc0.31%$718.19K
Bank of America Corp0.31%$710.34K
Capital One Financial Corp0.31%$706.19K
Intuit Inc0.31%$700.89K
Ross Stores Inc0.30%$694.30K
Sherwin-Williams Co/The0.30%$684.05K
Guardant Health Inc0.26%$598.65K
Datadog Inc0.25%$574.08K
Boston Scientific Corp0.25%$569.39K
Motorola Solutions Inc0.24%$549.84K
On Holding AG0.23%$521.39K
Coinbase Global Inc0.22%$500.61K
Argenx SE0.22%$497.30K
AbbVie Inc0.21%$491.09K
Goldman Sachs Group Inc/The0.20%$457.68K
Cisco Systems Inc0.20%$451.34K
TKO Group Holdings Inc0.20%$446.45K
Amphenol Corp0.19%$433.13K
Biogen Inc0.19%$423.68K
Uber Technologies Inc0.18%$411.58K
Philip Morris International Inc0.18%$400.45K
Welltower Inc0.17%$380.00K
Booking Holdings Inc0.17%$378.93K
Oracle Corp0.16%$360.42K
Amgen Inc0.16%$357.13K
Arista Networks Inc0.15%$351.03K
Coca-Cola Co/The0.15%$343.29K
Waste Connections Inc0.15%$337.88K
Morgan Stanley0.15%$334.90K
Newmont Goldcorp Corp.0.14%$327.13K
International Business Machines Corp0.14%$326.98K
State Street Global Advisors0.14%$325.70K
State Street Institutional US Government Money Market Fund0.14%$315.10K
American Express Co0.13%$305.20K
McDonald's Corp0.12%$274.12K
TJX Cos Inc/The0.12%$272.13K
Vertiv Holdings Co0.12%$268.12K
Gilead Sciences Inc0.11%$262.85K
Sandisk Corp/DE0.11%$259.85K
Howmet Aerospace Inc0.11%$258.35K
Zscaler Inc0.11%$247.75K
DR Horton Inc0.10%$230.39K
Quanta Services Inc0.10%$226.20K
O'Reilly Automotive Inc0.09%$214.62K
HCA Healthcare Inc0.09%$204.44K
Corning Inc0.09%$201.92K
Palo Alto Networks Inc0.09%$199.60K
Marriott International Inc/MD0.09%$198.53K
Hilton Worldwide Holdings Inc0.08%$192.18K
Royal Caribbean Cruises Ltd0.08%$190.97K
Boeing Co/The0.08%$189.48K
ServiceNow Inc0.08%$184.74K
Progressive Corp/The0.08%$178.81K
Parker-Hannifin Corp0.08%$173.68K
CME Group Inc0.07%$163.03K
Constellation Energy Corp0.07%$160.01K
S&P Global Inc0.07%$159.93K
Robinhood Markets Inc0.07%$153.92K
Seagate Technology Holdings PLC0.07%$153.96K
Ciena Corp0.07%$153.74K
Johnson Controls International plc0.07%$149.02K
Monolithic Power Systems Inc0.06%$146.51K
Monster Beverage Corp0.06%$145.93K
Bank of New York Mellon Corp/The0.06%$143.78K
Lumentum Holdings Inc0.06%$140.55K
Cummins Inc0.06%$139.89K
Trane Technologies PLC0.06%$137.94K
Comfort Systems USA Inc0.06%$136.52K
Vistra Corp0.06%$134.85K
Cadence Design Systems Inc0.06%$134.21K
Stryker Corp0.06%$133.74K
General Dynamics Corp0.06%$129.39K
IDEXX Laboratories Inc0.06%$126.43K
TE Connectivity PLC0.05%$118.93K
AutoZone Inc0.04%$101.33K
KKR & Co Inc0.04%$95.55K
EMCOR Group Inc0.04%$91.55K
Fortinet Inc0.04%$90.79K
Moody's Corp0.04%$89.43K
eBay Inc0.04%$84.65K
Carnival Corp0.04%$83.23K
Interactive Brokers Group Inc0.04%$80.62K
Tapestry Inc0.04%$80.29K
Autodesk Inc0.03%$79.72K
Expedia Group Inc0.03%$74.81K
Apollo Global Management Inc0.03%$73.20K
Teradyne Inc0.03%$71.74K
Simon Property Group Inc0.03%$66.40K
Ulta Beauty Inc0.03%$65.34K
NRG Energy Inc0.03%$63.28K
Carvana Co0.03%$62.25K
Electronic Arts Inc0.03%$61.57K
First Solar Inc0.03%$60.76K
VeriSign Inc0.03%$58.86K
Axon Enterprise Inc0.03%$58.61K
Ventas Inc0.03%$57.25K
Edwards Lifesciences Corp0.02%$56.30K
Yum! Brands Inc0.02%$55.66K
State Street SPDR Portfolio S&P 500 Growth ETF0.02%$54.93K
Take-Two Interactive Software Inc0.02%$50.56K
Jabil Inc0.02%$48.61K
ResMed Inc0.02%$46.69K
Las Vegas Sands Corp0.02%$46.39K
Barclays Bank PLC0.02%$40.84K
EchoStar Corp0.02%$44.02K
Incyte Corp0.02%$43.48K
Cboe Global Markets Inc0.02%$41.88K
Insulet Corp0.02%$41.55K
Barclays Bank PLC0.02%$40.84K
Cincinnati Financial Corp0.02%$40.44K
Ralph Lauren Corp0.02%$36.81K
Mettler-Toledo International Inc0.02%$35.31K
Live Nation Entertainment Inc0.02%$34.92K
Dexcom Inc0.01%$34.41K
Fair Isaac Corp0.01%$34.16K
Workday Inc0.01%$34.04K
Steris PLC0.01%$31.84K
W R Berkley Corp0.01%$30.69K
Wynn Resorts Ltd0.01%$24.27K
Standard Chartered Bank0.01%$21.73K
Fox Corp0.01%$22.95K
Standard Chartered Bank0.01%$21.73K
Allegion plc0.01%$17.87K
Norwegian Cruise Line Holdings Ltd0.01%$13.97K
Fox Corp0.01%$13.06K
Standard Chartered Bank0.00%$285
Goldman Sachs & Co. LLC0.00%$23
Standard Chartered Bank0.00%$15
Standard Chartered Bank0.00%$285
Goldman Sachs & Co. LLC0.00%$23
Standard Chartered Bank0.00%$15
Chicago Mercantile Exchange-0.00%$-7.97K

C000021858 overview: performance, fees, allocation and SEC filings