Titelia

Holdings of MFS Technology Fund

MFS SERIES TRUST I · 45 declared positions · as of Feb 28, 2026

Original filing · Net assets 2B $ · Ten largest lines: 62.5 % of the equity sleeve

Sector breakdown

  • Technology 73.8 %
  • Communication 14.8 %
  • Industrials 2.3 %
  • Financials 0.5 %
  • Unattributed 8.6 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 93.9 %
  • TWD 2.8 %
  • JPY 2.3 %
  • CAD 1.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 89.8 %
  • CA 5.1 %
  • TW 2.8 %
  • JP 2.3 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US401.8B $89.82 %
CA2101.8M $5.08 %
TW257M $2.84 %
JP145.1M $2.25 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 1,140,907202.2M $10.04 %
Alphabet Inc 632,812197.3M $9.80 %
Apple Inc 709,421187.4M $9.31 %
Broadcom Inc 483,804154.6M $7.68 %
Microsoft Corp 369,717145.2M $7.21 %
Meta Platforms Inc 153,25199.3M $4.94 %
Shopify Inc 669,29180.8M $4.01 %
Advanced Micro Devices Inc 323,68964.8M $3.22 %
Lam Research Corp 274,50064.2M $3.19 %
Applied Materials Inc 148,80955.4M $2.75 %
Cisco Systems, Inc. 638,35550.7M $2.52 %
Hitachi Ltd 1,348,00045.1M $2.24 %
Taiwan Semiconductor Manufacturing Co Ltd 634,00039.8M $1.98 %
KLA Corp 25,12738.3M $1.90 %
Oracle Corp 257,92937.5M $1.86 %
International Business Machines Corp. 152,99736.8M $1.83 %
Arista Networks Inc 269,74436M $1.79 %
Accenture PLC 157,85032.9M $1.64 %
Teradyne Inc 88,36728.3M $1.41 %
Coherent Corp 102,53426.5M $1.32 %
Texas Instruments Inc 123,05226.1M $1.30 %
Cadence Design Systems Inc 85,80025.9M $1.28 %
Intuit Inc 57,87423.7M $1.18 %
Corning Inc 146,26322M $1.09 %
Crowdstrike Holdings Inc 58,23521.7M $1.08 %
Seagate Technology Holdings PLC 52,62921.5M $1.07 %
Pegasystems Inc 489,19121.4M $1.06 %
Constellation Software Inc/Canada 11,36121M $1.04 %
MongoDB Inc 56,86718.7M $0.93 %
EPAM Systems Inc 123,87717.5M $0.87 %
Globalwafers Co Ltd 1,175,00017.1M $0.85 %
Amphenol Corp 116,93917.1M $0.85 %
Tyler Technologies Inc 41,58514.7M $0.73 %
Verisk Analytics Inc 67,76114.1M $0.70 %
JFrog Ltd 324,61613M $0.65 %
Autodesk Inc 51,00512.5M $0.62 %
Snowflake Inc 62,69410.6M $0.52 %
Analog Devices Inc 28,60710.2M $0.51 %
Aon PLC 29,6469.9M $0.49 %
ServiceTitan Inc 127,9309.3M $0.46 %
HubSpot Inc 34,6379.2M $0.46 %
Datadog Inc 79,2878.9M $0.44 %
Intel Corp 163,6807.5M $0.37 %
MFS Institutional Money Market Portfolio 6,601,9626.6M $0.33 %
Figma Inc 3,664107.7K $0.01 %