Voya Midcap Opportunities Portfolio
Voya Midcap Opportunities Portfolio reported 87 holdings worth US$1.01B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 24, 2026
Voya Midcap Opportunities Portfolio reported 87 holdings worth US$1.01B as of Jun 30, 2026. Largest: Cloudflare, Inc., Comfort Systems Usa, Inc. and Snowflake Inc. Filed Aug 24, 2026 (Form N-PORT).
- Holdings
- 87
- Value as reported
- US$1.01B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Cloudflare, Inc. | 154K | US$37.8M | 3.7% |
| Comfort Systems Usa, Inc. | 18,070 | US$35.8M | 3.5% |
| Snowflake Inc. | 123K | US$31.3M | 3.1% |
| Datadog, Inc. | 109K | US$28.5M | 2.8% |
| Royal Caribbean Cruises Ltd. | 86,676 | US$27.5M | 2.7% |
| W.w. Grainger, Inc. | 19,517 | US$26.6M | 2.6% |
| Lumentum Holdings Inc. | 28,776 | US$24.7M | 2.4% |
| Vistra Corp. | 155K | US$24.6M | 2.4% |
| Live Nation Entertainment, Inc. | 129K | US$23.7M | 2.3% |
| Cencora, Inc. | 82,813 | US$23.4M | 2.3% |
| Targa Resources, Inc. | 86,083 | US$23.1M | 2.3% |
| Robinhood Markets, Inc. | 225K | US$22.6M | 2.2% |
| Idexx Laboratories, Inc. | 42,003 | US$22.1M | 2.2% |
| Take-two Interactive Software, Inc. | 86,104 | US$21.5M | 2.1% |
| Axon Enterprise, Inc. | 38,043 | US$21.3M | 2.1% |
| Keysight Technologies Inc. | 56,263 | US$19.7M | 1.9% |
| Dutch Bros Inc. | 273K | US$19.6M | 1.9% |
| Sharkninja, Inc. | 126K | US$19.2M | 1.9% |
| Tapestry, Inc. | 128K | US$18.8M | 1.9% |
| Astera Labs, Inc. | 38,671 | US$18.7M | 1.8% |
| Microchip Technology Incorporated | 205K | US$18.7M | 1.8% |
| Heico Corporation | 71,006 | US$18.3M | 1.8% |
| Maxlinear, Inc | 136K | US$17.5M | 1.7% |
| Applied Industrial Technologies, Inc. | 51,343 | US$17.4M | 1.7% |
| Williams-sonoma, Inc. | 71,858 | US$16.8M | 1.7% |
| Coherent Corp. | 41,979 | US$16.6M | 1.6% |
| Waters Corporation | 42,143 | US$15.8M | 1.6% |
| Welltower Inc. | 66,198 | US$15M | 1.5% |
| Crowdstrike Holdings, Inc. | 19,529 | US$14.9M | 1.5% |
| Csx Corporation | 312K | US$14.9M | 1.5% |
| United Rentals, Inc. | 13,008 | US$14.7M | 1.5% |
| Burlington Stores, Inc. | 46,197 | US$14.6M | 1.4% |
| Onto Innovation Inc. | 38,472 | US$14.6M | 1.4% |
| Dycom Industries, Inc. | 27,350 | US$13.8M | 1.4% |
| Globalfoundries Inc. | 166K | US$13.7M | 1.4% |
| Alnylam Pharmaceuticals, Inc. | 44,737 | US$13.5M | 1.3% |
| Monolithic Power Systems, Inc. | 9,619 | US$13.3M | 1.3% |
| Assurant, Inc. | 47,369 | US$12.7M | 1.3% |
| Vertiv Holdings, Llc | 36,424 | US$12.2M | 1.2% |
| Technipfmc Plc | 179K | US$11.9M | 1.2% |
| Vulcan Materials Company (holding Company) | 37,957 | US$11.2M | 1.1% |
| Leonardo Drs, Inc. | 245K | US$10.5M | 1.0% |
| Dollar Tree, Inc. | 86,405 | US$10.5M | 1.0% |
| Mongodb, Inc. | 30,213 | US$10.1M | 1.0% |
| Samsara Inc. | 310K | US$10M | 0.99% |
| Affirm Holdings, Inc. | 121K | US$9.85M | 0.97% |
| Saia, Inc. | 22,239 | US$9.37M | 0.92% |
| Howmet Aerospace Inc. | 34,732 | US$9.34M | 0.92% |
| Hilton Worldwide Holdings Inc. | 28,147 | US$9.3M | 0.92% |
| Align Technology, Inc. | 54,681 | US$9.22M | 0.91% |
| Synchrony Financial | 121K | US$9.19M | 0.91% |
| Quest Diagnostics Incorporated | 40,116 | US$8.5M | 0.84% |
| Rocket Lab Corporation | 78,968 | US$8.03M | 0.79% |
| Kratos Defense & Security Solutions, Inc. | 147K | US$7.31M | 0.72% |
| Lpl Financial Holdings Inc. | 25,656 | US$7.23M | 0.71% |
| Chemours Company (the) | 347K | US$7.12M | 0.70% |
| Celsius Holdings, Inc. | 224K | US$6.56M | 0.65% |
| Rocket Companies, Inc. | 403K | US$6.35M | 0.63% |
| Repligen Corporation | 46,040 | US$6.28M | 0.62% |
| Sitime Corporation | 7,741 | US$5.77M | 0.57% |
| Rubrik, Inc. | 70,782 | US$5.68M | 0.56% |
| Protagonist Therapeutics, Inc. | 44,176 | US$5.42M | 0.53% |
| Synaptics Incorporated | 42,083 | US$5.23M | 0.52% |
| Natera, Inc. | 18,480 | US$5.02M | 0.49% |
| Wingstop Inc. | 28,281 | US$4.9M | 0.48% |
| Vera Therapeutics, Inc. | 103K | US$4.44M | 0.44% |
| Coupang, Inc. | 232K | US$4.03M | 0.40% |
| Veeva Systems Inc. | 22,193 | US$3.94M | 0.39% |
| Ast Spacemobile, Inc. | 37,960 | US$3.37M | 0.33% |
| Insmed Incorporated | 28,976 | US$3.09M | 0.30% |
| Viridian Therapeutics, Inc. | 123K | US$2.26M | 0.22% |
| Texas Pacific Land Corporation | 4,553 | US$1.99M | 0.20% |
| Carvana Co. | 0 | US$0 | 0.00% |
| On Holding Ag | 0 | US$0 | 0.00% |
| Toast, Inc. | 0 | US$0 | 0.00% |
| Core Scientific, Inc. | 0 | US$0 | 0.00% |
| Stifel Financial Corporation | 0 | US$0 | 0.00% |
| Rambus, Inc. | 0 | US$0 | 0.00% |
| Domino's Pizza Inc | 0 | US$0 | 0.00% |
| Expand Energy Corporation | 0 | US$0 | 0.00% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
| Lazard, Inc. | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Alcon Ag | 0 | US$0 | 0.00% |
| Reddit, Inc. | 0 | US$0 | 0.00% |
| Texas Roadhouse, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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