Holdings
Technology Growth Portfolio
As of Jun 30, 2026, Technology Growth Portfolio reported 31 positions worth US$215M. 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. | 16,228 | US$18.7M | −4,488 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 203K | US$15.2M | +1,892 | Jun 30, 2026 |
| Marvell Technology, Inc. | 51,156 | US$15.2M | new | Jun 30, 2026 |
| Intel Corporation | 103K | US$14.4M | −49,787 | Jun 30, 2026 |
| Applied Materials, Inc. | 19,472 | US$14.1M | −2,334 | Jun 30, 2026 |
| Lam Research Corporation | 32,131 | US$13.9M | −7,390 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 17,170 | US$9.97M | new | Jun 30, 2026 |
| Nvidia Corporation | 44,147 | US$8.83M | −17,148 | Jun 30, 2026 |
| Texas Instruments Incorporated | 27,781 | US$8.28M | −3,101 | Jun 30, 2026 |
| Amazon.com, Inc. | 32,426 | US$7.73M | −636 | Jun 30, 2026 |