Titelia

Holdings of BlackRock Mid-Cap Growth Equity Portfolio

BlackRock Funds · 52 declared positions · as of Feb 27, 2026

Original filing · Net assets 5.9B $ · Ten largest lines: 37.7 % of the equity sleeve

Sector breakdown

  • Technology 12.7 %
  • Industrials 12.3 %
  • Consumer discretionary 9.1 %
  • Health care 8.8 %
  • Unattributed 57.1 %

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 100.0 %

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 95.2 %
  • IL 2.1 %
  • KY 1.5 %
  • BM 1.1 %

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

CountryLinesValue (USD)Share
US485.6B $95.22 %
IL1125.8M $2.14 %
KY287.7M $1.49 %
BM167.6M $1.15 %

Positions

CompanySharesValue (USD)Weight
Cencora Inc 841,009313M $5.29 %
Howmet Aerospace Inc 1,128,543296.3M $5.01 %
Royal Caribbean Cruises Ltd 783,435243.6M $4.12 %
Dexcom Inc 2,892,286212.4M $3.59 %
HEICO Corp 653,487208.8M $3.53 %
IDEXX Laboratories Inc 308,714202.7M $3.43 %
Lumentum Holdings Inc 280,241196.4M $3.32 %
Vertiv Holdings Co 757,760193.1M $3.27 %
Snowflake Inc 1,064,047179.2M $3.03 %
Axon Enterprise Inc 319,331173.2M $2.93 %
Monolithic Power Systems Inc 150,999172.6M $2.92 %
Corning Inc 1,073,913161.5M $2.73 %
Take-Two Interactive Software Inc 727,850153.9M $2.60 %
Carvana Co 451,603150.9M $2.55 %
Quanta Services Inc 264,623149M $2.52 %
Hilton Worldwide Holdings Inc 453,127141.3M $2.39 %
Natera Inc 648,166134.8M $2.28 %
Teradyne Inc 419,472134.2M $2.27 %
Texas Pacific Land Corp 247,059129.5M $2.19 %
EQT Corp 2,086,456128.2M $2.17 %
Tower Semiconductor Ltd 1,007,299125.8M $2.13 %
Affirm Holdings Inc 2,549,993119.8M $2.03 %
BWX Technologies Inc 571,530117.7M $1.99 %
Planet Fitness Inc 1,418,324116.5M $1.97 %
MongoDB Inc 345,702113.6M $1.92 %
Robinhood Markets Inc 1,459,858110.7M $1.87 %
Wingstop Inc 396,070102.8M $1.74 %
TKO Group Holdings Inc 411,12892M $1.56 %
Repligen Corp 710,69991.5M $1.55 %
ROBLOX Corp 1,291,65788.7M $1.50 %
Datadog Inc 759,62085M $1.44 %
Comfort Systems USA Inc 59,04684.4M $1.43 %
Dutch Bros Inc 1,472,59278.9M $1.33 %
Wynn Resorts Ltd 656,87071.1M $1.20 %
Casey's General Stores Inc 101,69169.7M $1.18 %
Norwegian Cruise Line Holdings Ltd 2,759,59968.4M $1.16 %
Viking Holdings Ltd 866,70967.6M $1.14 %
Fabrinet 122,35466.8M $1.13 %
Zscaler Inc 415,42461.1M $1.03 %
Ralph Lauren Corp 156,57956.8M $0.96 %
Planet Labs PBC 2,013,43648.6M $0.82 %
Medline Inc 1,008,01347.9M $0.81 %
ATI Inc 266,04443.5M $0.74 %
Rocket Cos Inc 2,277,00141.4M $0.70 %
Wayfair Inc 536,78941M $0.69 %
Karman Holdings Inc 423,50137.3M $0.63 %
Kratos Defense & Security Solutions, Inc. 381,60532.9M $0.56 %
WESCO International Inc 111,32532.2M $0.54 %
AeroVironment Inc 118,84230M $0.51 %
Forgent Power Solutions Inc 670,95123.1M $0.39 %
Galaxy Digital Inc 1,083,57422.3M $0.38 %
Bullish 665,73020.9M $0.35 %