Holdings
Disciplined U.S. Growth Equity Portfolio
As of Jul 31, 2026, Disciplined U.S. Growth Equity Portfolio reported 60 positions worth US$1.31B. Largest: Amphenol Corporation, Arista Networks, Inc. and Incyte Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 247K | US$39.6M | no change | Jul 31, 2026 |
| Arista Networks, Inc. | 219K | US$39.5M | −30,622 | Jul 31, 2026 |
| Incyte Corporation | 326K | US$39M | no change | Jul 31, 2026 |
| Fortinet, Inc. | 239K | US$38.8M | −96,626 | Jul 31, 2026 |
| Dell Technologies Inc. | 87,314 | US$35.4M | −6,259 | Jul 31, 2026 |
| Teradyne, Inc. | 93,112 | US$34.2M | −8,295 | Jul 31, 2026 |
| Nvidia Corporation | 170K | US$34.1M | −14,600 | Jul 31, 2026 |
| Applied Materials, Inc. | 67,063 | US$34M | −26,792 | Jul 31, 2026 |
| Twilio Inc. | 172K | US$33.9M | −76,991 | Jul 31, 2026 |
| Marvell Technology, Inc. | 180K | US$33.7M | −111K | Jul 31, 2026 |