Holdings
Transamerica Janus Mid-Cap Growth VP
As of Jun 30, 2026, Transamerica Janus Mid-Cap Growth VP reported 75 positions worth US$901M. Largest: Flex Ltd., Ferguson Enterprises Inc. and On Semiconductor Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Flex Ltd. | 310K | US$50.3M | −148K | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 132K | US$31.3M | +2,621 | Jun 30, 2026 |
| On Semiconductor Corporation | 325K | US$30.7M | +6,457 | Jun 30, 2026 |
| Revvity, Inc. | 241K | US$26.9M | +9,989 | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 93,436 | US$26.3M | +18,472 | Jun 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 90,281 | US$26.1M | −26,684 | Jun 30, 2026 |
| Doordash, Inc. | 138K | US$25.5M | +25,899 | Jun 30, 2026 |
| Teledyne Technologies Incorporated | 36,505 | US$24.3M | −798 | Jun 30, 2026 |
| Aramark | 421K | US$23.9M | +8,362 | Jun 30, 2026 |
| Api Group Corporation | 542K | US$23M | +10,784 | Jun 30, 2026 |