Holdings
NYLIM VP Newton Technology Growth Portfolio
As of Jun 30, 2026, NYLIM VP Newton Technology Growth Portfolio reported 31 positions worth US$1.67B. Largest: Micron Technology, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Marvell Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 125K | US$145M | −39,907 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.57M | US$118M | −29,932 | Jun 30, 2026 |
| Marvell Technology, Inc. | 397K | US$118M | new | Jun 30, 2026 |
| Intel Corporation | 799K | US$112M | −420K | Jun 30, 2026 |
| Applied Materials, Inc. | 151K | US$109M | −22,105 | Jun 30, 2026 |
| Lam Research Corporation | 249K | US$108M | −66,168 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 133K | US$77.3M | new | Jun 30, 2026 |
| Nvidia Corporation | 342K | US$68.5M | −146K | Jun 30, 2026 |
| Texas Instruments Incorporated | 215K | US$64.2M | −29,713 | Jun 30, 2026 |
| Amazon.com, Inc. | 252K | US$60M | −10,723 | Jun 30, 2026 |