C000078072 Holdings — Large-Cap Growth Portfolio

All 133 reported holdings of Large-Cap Growth Portfolio (C000078072) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp11.68%$142.21M
Amazon.com Inc9.72%$118.35M
Alphabet Inc7.01%$85.37M
Apple Inc5.04%$61.30M
Meta Platforms Inc3.45%$41.95M
Taiwan Semiconductor Manufacturing Co Ltd3.42%$41.65M
Eli Lilly & Co3.19%$38.77M
Royalty Pharma PLC2.83%$34.46M
Microsoft Corp2.68%$32.62M
Clear Street2.23%$27.16M
Broadcom Inc1.91%$23.19M
Lowe's Cos Inc1.85%$22.47M
Shopify Inc1.81%$22.08M
General Electric Co1.51%$18.35M
GE Vernova Inc1.47%$17.91M
Tesla Inc1.42%$17.27M
Arista Networks Inc1.35%$16.45M
BE Semiconductor Industries NV1.26%$15.28M
Netflix Inc1.23%$14.95M
Tencent Holdings Ltd1.19%$14.44M
Deere & Co1.17%$14.21M
Ucb SA1.15%$13.95M
Gilead Sciences Inc1.14%$13.87M
Swib1.02%$12.43M
Philip Morris International Inc1.00%$12.13M
Biogen Inc0.99%$12.05M
Carpenter Technology Corp0.95%$11.51M
Mastercard Inc0.86%$10.42M
Morgan Stanley0.83%$10.06M
Alnylam Pharmaceuticals Inc0.82%$9.96M
Teva Pharmaceutical Industries Ltd0.77%$9.35M
BYD Co Ltd0.74%$8.95M
Live Nation Entertainment Inc0.73%$8.83M
Westinghouse Air Brake Technologies Corp0.70%$8.51M
Arthur J Gallagher & Co0.66%$8.09M
Range Resources Corp0.63%$7.69M
ROBLOX Corp0.63%$7.67M
Ferguson Enterprises Inc0.63%$7.61M
Goldman Sachs Group Inc/The0.62%$7.53M
HealthEquity Inc0.61%$7.39M
Palo Alto Networks Inc0.60%$7.36M
British American Tobacco PLC0.60%$7.28M
Equifax Inc0.58%$7.10M
Micron Technology Inc0.55%$6.71M
SiTime Corp0.54%$6.61M
UL Solutions Inc0.54%$6.59M
Toast Inc0.52%$6.36M
Estee Lauder Cos Inc/The0.52%$6.28M
Vale SA0.51%$6.24M
Synopsys Inc0.49%$5.92M
Nutanix Inc0.47%$5.75M
Align Technology Inc0.47%$5.73M
Martin Marietta Materials Inc0.47%$5.71M
Ingersoll Rand Inc0.47%$5.67M
Pacific Life U.S. Government Fund Direct0.45%$5.43M
Hesai Group0.42%$5.17M
Samsara Inc0.40%$4.92M
Zillow Group Inc0.40%$4.89M
ServiceTitan Inc0.38%$4.68M
TopBuild Corp0.38%$4.66M
BioNTech SE0.37%$4.50M
Nextpower Inc0.34%$4.19M
Rocket Cos Inc0.34%$4.19M
DR Horton Inc0.32%$3.86M
Snowflake Inc0.31%$3.78M
HubSpot Inc0.30%$3.70M
Nokia Oyj0.30%$3.64M
Games Workshop Group PLC0.28%$3.36M
Cytokinetics Inc0.27%$3.34M
Etsy Inc0.25%$2.99M
Beam Therapeutics Inc0.24%$2.91M
Carnival Corp0.24%$2.91M
Veeva Systems Inc0.24%$2.86M
eBay Inc0.23%$2.81M
Centessa Pharmaceuticals PLC0.21%$2.50M
ASML Holding NV0.20%$2.43M
Interactive Brokers Group Inc0.19%$2.27M
Bullish0.18%$2.20M
Moderna Inc0.18%$2.19M
Zeta Global Holdings Corp0.16%$2.00M
Furukawa Electric Co Ltd0.16%$1.96M
Corcept Therapeutics Inc0.16%$1.93M
Natera Inc0.16%$1.90M
Kura Sushi USA Inc0.14%$1.71M
Newamsterdam Pharma Co NV0.14%$1.69M
Savers Value Village Inc0.12%$1.47M
Krystal Biotech Inc0.12%$1.47M
Maplebear Inc0.11%$1.34M
Kering SA0.11%$1.31M
Compass Inc0.10%$1.25M
Robinhood Markets Inc0.10%$1.25M
Zillow Group Inc0.10%$1.22M
Coinbase Global Inc0.10%$1.21M
Intel Corp0.10%$1.21M
Baidu Inc0.09%$1.07M
10X Genomics Inc0.09%$1.04M
XOMA Royalty Corp0.08%$1.01M
DroneShield Ltd0.07%$909.90K
Zscaler Inc0.07%$904.31K
Chemometec A/S0.07%$883.66K
Zevra Therapeutics Inc0.06%$771.02K
Immunocore Holdings PLC0.06%$755.32K
Legend Biotech Corp0.06%$755.20K
Moody's Corp0.05%$625.15K
BitMine Immersion Technologies Inc0.04%$546.46K
Eagle Materials Inc0.04%$524.97K
Bio-Techne Corp0.04%$522.29K
Simpson Manufacturing Co Inc0.04%$497.53K
Immuneering Corp0.03%$401.67K
Appfolio Inc0.03%$367.25K
Codexis Inc0.03%$328.67K
Contra Cyberark Softwa0.02%$288.00K
Boeing Co/The0.02%$285.01K
Janux Therapeutics Inc0.02%$278.56K
Ceribell Inc0.02%$256.86K
Astera Labs Inc0.02%$241.23K
Accenture PLC0.02%$223.27K
Firefly Aerospace Inc0.01%$122.42K
SailPoint Inc0.01%$104.60K
MaxCyte Inc0.01%$74.74K
Aclaris Therapeutics Inc0.01%$74.17K
Loar Holdings Inc0.01%$71.33K
Figma Inc0.01%$69.76K
Eikon Therapeutics Inc0.01%$68.77K
Figure Technology Solutions Inc0.01%$67.90K
Vor BioPharma Inc0.00%$51.83K
RxSight Inc0.00%$41.74K
Pulmonx Corp0.00%$30.05K
Seres Therapeutics Inc0.00%$12.68K
Hookipa Pharma Inc0.00%$9.30K
Contra Blueprint Medic0.00%$4.43K
Synlogic Inc0.00%$3.25K
Contra Gamida Cell Ltd.0.00%$0

C000078072 overview: performance, fees, allocation and SEC filings