Holdings of THRIVENT LARGE CAP GROWTH FUND
Thrivent Mutual Funds ·42 declared positions · as of Apr 30, 2026
Original filing · Net assets 4.4B $ · Ten largest lines: 56.7 % of the equity sleeve
Sector breakdown
- Technology 43.0 %
- Communication 16.8 %
- Consumer discretionary 13.5 %
- Industrials 10.7 %
- Financials 7.0 %
- Health care 5.8 %
- Consumer staples 1.9 %
- Utilities 0.7 %
- Energy 0.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.0 %
- TW 1.8 %
- CA 1.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 40 | 4.1B $ | 97.05 % |
| 2 | TW | 1 | 76.3M $ | 1.79 % |
| 3 | CA | 1 | 49.5M $ | 1.16 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 2,370,866 | 473.2M $ | 10.85 % |
| 2 | Amazon.com Inc | 1,308,266 | 346.8M $ | 7.95 % |
| 3 | Microsoft Corp | 651,252 | 265.6M $ | 6.09 % |
| 4 | Apple Inc | 959,883 | 260.5M $ | 5.97 % |
| 5 | Alphabet Inc | 603,940 | 232.4M $ | 5.33 % |
| 6 | Broadcom Inc | 535,703 | 223.6M $ | 5.13 % |
| 7 | Alphabet Inc | 528,765 | 202M $ | 4.63 % |
| 8 | Meta Platforms Inc | 291,447 | 178.3M $ | 4.09 % |
| 9 | Tesla Inc | 318,112 | 121.4M $ | 2.78 % |
| 10 | Advanced Micro Devices Inc | 309,524 | 109.7M $ | 2.52 % |
| 11 | Visa Inc | 328,632 | 108.4M $ | 2.49 % |
| 12 | Netflix Inc | 1,108,176 | 103.7M $ | 2.38 % |
| 13 | Lam Research Corp | 386,155 | 99.6M $ | 2.28 % |
| 14 | Eli Lilly & Co | 104,493 | 97.7M $ | 2.24 % |
| 15 | Walmart Inc | 599,394 | 79.1M $ | 1.81 % |
| 16 | Caterpillar Inc | 85,670 | 76.3M $ | 1.75 % |
| 17 | Taiwan Semiconductor Manufacturing Co Ltd | 192,531 | 76.3M $ | 1.75 % |
| 18 | Arista Networks Inc | 439,637 | 75.9M $ | 1.74 % |
| 19 | JPMorgan Chase & Co | 220,760 | 69.1M $ | 1.59 % |
| 20 | Palantir Technologies Inc | 496,904 | 69.1M $ | 1.58 % |
| 21 | General Electric Co | 232,125 | 67.3M $ | 1.54 % |
| 22 | Intuitive Surgical Inc | 130,904 | 59.9M $ | 1.37 % |
| 23 | Home Depot Inc/The | 178,039 | 58.5M $ | 1.34 % |
| 24 | Fastenal Co | 1,294,097 | 58.1M $ | 1.33 % |
| 25 | Parker-Hannifin Corp | 62,445 | 56.8M $ | 1.30 % |
| 26 | Eaton Corp PLC | 130,460 | 56.5M $ | 1.30 % |
| 27 | GE Vernova Inc | 47,696 | 51.7M $ | 1.18 % |
| 28 | American Express Co | 157,009 | 50.7M $ | 1.16 % |
| 29 | Shopify Inc | 409,010 | 49.5M $ | 1.14 % |
| 30 | Uber Technologies Inc | 646,481 | 48.2M $ | 1.11 % |
| 31 | Hilton Worldwide Holdings Inc | 148,759 | 48.2M $ | 1.11 % |
| 32 | Amgen Inc | 138,534 | 48M $ | 1.10 % |
| 33 | Danaher Corp | 234,263 | 41.9M $ | 0.96 % |
| 34 | EMCOR Group Inc | 46,786 | 41.7M $ | 0.96 % |
| 35 | Morgan Stanley | 217,386 | 41.4M $ | 0.95 % |
| 36 | Cadence Design Systems Inc | 121,363 | 40M $ | 0.92 % |
| 37 | Intuit Inc | 88,852 | 34.5M $ | 0.79 % |
| 38 | Constellation Energy Corp. | 97,734 | 30.6M $ | 0.70 % |
| 39 | International Business Machines Corp. | 117,941 | 27.2M $ | 0.62 % |
| 40 | ServiceNow Inc | 304,768 | 26.9M $ | 0.62 % |
| 41 | Robinhood Markets Inc | 368,497 | 26.9M $ | 0.62 % |
| 42 | ConocoPhillips | 198,000 | 24.9M $ | 0.57 % |