Holdings
Transamerica Morgan Stanley Capital Growth VP
As of Jun 30, 2026, Transamerica Morgan Stanley Capital Growth VP reported 22 positions worth US$159M. Largest: Cloudflare, Inc., Tesla, Inc. and Royalty Pharma Plc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 90,483 | US$22.2M | −12,356 | Jun 30, 2026 |
| Tesla, Inc. | 36,420 | US$15.3M | no change | Jun 30, 2026 |
| Royalty Pharma Plc | 254K | US$14.3M | −6,654 | Jun 30, 2026 |
| Affirm Holdings, Inc. | 150K | US$12.2M | no change | Jun 30, 2026 |
| Applovin Corporation | 21,312 | US$11M | no change | Jun 30, 2026 |
| Roivant Sciences Ltd. | 234K | US$8.28M | −16,431 | Jun 30, 2026 |
| Aurora Innovation, Inc. | 1.19M | US$8.13M | −111K | Jun 30, 2026 |
| Space Exploration Technologies Corp | 47,041 | US$8.04M | new | Jun 30, 2026 |
| Doordash, Inc. | 42,578 | US$7.86M | +8,470 | Jun 30, 2026 |
| Shopify Inc. | 65,762 | US$7.51M | +10,117 | Jun 30, 2026 |