Titelia

Holdings of Putnam VT Large Cap Growth Fund

Putnam Variable Trust · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 1.1B $ in equities, 98.9 %
Positions
44 in 3 countries
Top ten
63.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 906,225158M $13.85 %
2Apple Inc 460,672116.9M $10.24 %
3Microsoft Corp 242,68589.8M $7.87 %
4Broadcom Inc 233,37072.2M $6.33 %
5Alphabet Inc 233,32866.9M $5.86 %
6Amazon.com Inc 247,84151.6M $4.52 %
7Meta Platforms Inc 90,18551.6M $4.52 %
8Tesla Inc 114,80142.7M $3.74 %
9Eli Lilly & Co 42,35139M $3.41 %
10Mastercard Inc 68,68634.3M $3.01 %
11Costco Wholesale Corp 26,54226.4M $2.32 %
12Lam Research Corp 121,30525.9M $2.27 %
13Visa Inc 79,42224M $2.10 %
14GE Vernova Inc 27,29423.8M $2.09 %
15General Electric Co 68,18319.3M $1.70 %
16AbbVie Inc 86,37918.8M $1.65 %
17Cadence Design Systems Inc 53,46314.9M $1.30 %
18Trane Technologies PLC 34,52914.4M $1.26 %
19Advanced Micro Devices Inc 69,55414.1M $1.24 %
20Intuitive Surgical Inc 30,53914.1M $1.23 %
21Caterpillar Inc 19,83614.1M $1.23 %
22Vulcan Materials Co 42,11811.5M $1.00 %
23Arista Networks Inc 87,18810.7M $0.94 %
24Spotify Technology SA 21,05510.2M $0.89 %
25Hilton Worldwide Holdings Inc 33,49010.2M $0.89 %
26Netflix Inc 104,93810.1M $0.88 %
27ServiceNow Inc 96,43710.1M $0.88 %
28Live Nation Entertainment Inc 65,86310M $0.88 %
29CBRE Group Inc 68,6659.3M $0.81 %
30Palantir Technologies Inc 59,7798.7M $0.77 %
31Starbucks Corp 95,6838.6M $0.75 %
32Constellation Energy Corp. 30,3398.5M $0.74 %
33Sherwin-Williams Co/The 25,4028.1M $0.71 %
34American Tower Corp 47,0128.1M $0.71 %
35Lonza Group AG 12,6338.1M $0.71 %
36Capital One Financial Corp 43,6768M $0.70 %
37Canadian Pacific Kansas City Ltd 100,6337.9M $0.69 %
38Galderma Group AG 39,1097.7M $0.67 %
39Oracle Corp 51,7907.6M $0.67 %
40TransDigm Group Inc 6,2207.2M $0.63 %
41Nasdaq Inc 82,8707M $0.62 %
42Snowflake Inc 44,1226.7M $0.58 %
43IDEXX Laboratories Inc 11,2536.3M $0.55 %
44Boston Scientific Corp 92,4115.8M $0.51 %

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Sector breakdown

  • Technology 47.4 %
  • Communication 13.2 %
  • Consumer discretionary 10.0 %
  • Health care 7.4 %
  • Financials 6.5 %
  • Industrials 6.3 %
  • Consumer staples 2.3 %
  • Materials 1.7 %
  • Real estate 1.5 %
  • Utilities 0.8 %
  • Unattributed 2.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 98.6 %
  • CHF 1.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.9 %
  • Switzerland 1.4 %
  • Canada 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States411.1B $97.90 %
2Switzerland215.8M $1.40 %
3Canada17.9M $0.70 %
Cite this page

Titelia. "Holdings of Putnam VT Large Cap Growth Fund". https://titelia.com/en/funds/S000003873