Holdings
SA MFS Large Cap Growth Portfolio
As of Jul 31, 2026, SA MFS Large Cap Growth Portfolio reported 63 positions worth US$685M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 500K | US$100M | −12,302 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 193K | US$69M | +71,772 | Jul 31, 2026 |
| Apple Inc | 200K | US$61.7M | −113K | Jul 31, 2026 |
| Microsoft Corp. | 98,471 | US$45.8M | −48,945 | Jul 31, 2026 |
| Broadcom Inc. | 75,236 | US$29.3M | −5,617 | Jul 31, 2026 |
| Micron Technology, Inc. | 29,528 | US$24.3M | new | Jul 31, 2026 |
| Advanced Micro Devices Inc | 47,049 | US$22.4M | new | Jul 31, 2026 |
| Meta Platforms, Inc. | 35,001 | US$19.5M | −10,998 | Jul 31, 2026 |
| Amazon.com, Inc. | 60,620 | US$16.5M | −55,600 | Jul 31, 2026 |
| Datadog, Inc. | 49,220 | US$13.2M | −7,374 | Jul 31, 2026 |