Titelia

Holdings of LargeCap Growth Fund I

Principal Funds, Inc · Original filing · Compare with another fund · Report an error

Net assets
6.2B $ including 6B $ in equities, 97.3 %
Positions
411 in 12 countries
Top ten
56.5 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 520146.4K $0.00 %
302Markel Group Inc 81143.6K $0.00 %
303Duolingo Inc 1,291142.1K $0.00 %
304Corcept Therapeutics Inc 2,968138.1K $0.00 %
305Jones Lang LaSalle Inc 431137.1K $0.00 %
306Elastic NV 2,914135.3K $0.00 %
307Paylocity Holding Corp 1,270134K $0.00 %
308Enphase Energy Inc 4,019132.5K $0.00 %
309Coinbase Global Inc 687129K $0.00 %
310Valvoline Inc 3,822127K $0.00 %
311Rockwell Automation Inc 309126.4K $0.00 %
312Equifax Inc 719125.1K $0.00 %
313Appfolio Inc 746124.6K $0.00 %
314Carpenter Technology Corp 289123.7K $0.00 %
315Ryan Specialty Holdings Inc 3,502121.8K $0.00 %
316Vail Resorts Inc 956121.6K $0.00 %
317Twilio Inc 820121.4K $0.00 %
318RBC Bearings Inc 199119.2K $0.00 %
319BWX Technologies Inc 545117.9K $0.00 %
320Paycom Software Inc 926117.4K $0.00 %
321Etsy Inc 1,812116.6K $0.00 %
322Doximity Inc 4,533110.8K $0.00 %
323Domino's Pizza Inc 323109.6K $0.00 %
324RingCentral Inc 2,720109.4K $0.00 %
325Karman Holdings Inc 1,605109.1K $0.00 %
326Houlihan Lokey Inc 700108.3K $0.00 %
327Arthur J Gallagher & Co 524108.2K $0.00 %
328Gitlab Inc 4,802106.3K $0.00 %
329Ferguson Enterprises Inc 382102.3K $0.00 %
330Shift4 Payments Inc 2,24899.5K $0.00 %
331SentinelOne Inc 7,01699.3K $0.00 %
332Williams-Sonoma Inc 54398.4K $0.00 %
333Strategy Inc 58797.1K $0.00 %
334Nutanix Inc 2,31094.5K $0.00 %
335Summit Therapeutics Inc 4,23490.9K $0.00 %
336SoFi Technologies Inc 5,64390.9K $0.00 %
337Ultragenyx Pharmaceutical Inc 3,34282.5K $0.00 %
338Freedom Holding Corp/NV 54581.7K $0.00 %
339Old Dominion Freight Line Inc 37579.7K $0.00 %
340Loar Holdings Inc 1,39878.5K $0.00 %
341Armstrong World Industries Inc 45878K $0.00 %
342Everest Group Ltd 20874.2K $0.00 %
343James Hardie Industries PLC 3,41671.7K $0.00 %
344Western Alliance Bancorp 86070.1K $0.00 %
345Southwest Airlines Co 1,75466.5K $0.00 %
346PTC Inc 48666.2K $0.00 %
347Sarepta Therapeutics Inc 3,16466.1K $0.00 %
348Brown & Brown Inc 1,09165.6K $0.00 %
349CoStar Group Inc 1,85964.3K $0.00 %
350SiteOne Landscape Supply Inc 50763.9K $0.00 %
351Allison Transmission Holdings Inc 47363.5K $0.00 %
352U-Haul Holding Co 1,30862.4K $0.00 %
353Interactive Brokers Group Inc 77861.9K $0.00 %
354BJ's Wholesale Club Holdings Inc 65661.6K $0.00 %
355Jefferies Financial Group Inc 1,27061.2K $0.00 %
356Circle Internet Group Inc 67261.1K $0.00 %
357Carlisle Cos Inc 16558.6K $0.00 %
358Inspire Medical Systems Inc 1,03958.3K $0.00 %
359Performance Food Group Co 64158K $0.00 %
360SharkNinja Inc 48355.8K $0.00 %
361Floor & Decor Holdings Inc 1,15055.7K $0.00 %
362Tetra Tech Inc 1,63953K $0.00 %
363Pool Corp 23750.6K $0.00 %
364Grand Canyon Education Inc 26344.5K $0.00 %
365CDW Corp/DE 31943.7K $0.00 %
366RB Global Inc 41243K $0.00 %
367Leonardo DRS Inc 1,01041K $0.00 %
368Darling Ingredients Inc 59638.3K $0.00 %
369Wayfair Inc 59638.1K $0.00 %
370Dropbox Inc 1,55337.7K $0.00 %
371Trump Media & Technology Group Corp 4,09437.5K $0.00 %
372WillScot Holdings Corp 1,63737.1K $0.00 %
373Repligen Corp 30836.4K $0.00 %
374Lithia Motors Inc 12536.3K $0.00 %
375H&R Block Inc 1,05433.4K $0.00 %
376TopBuild Corp 7332.3K $0.00 %
377UDR Inc 87531.8K $0.00 %
378XP Inc 1,64531.5K $0.00 %
379Liberty Broadband Corp 81731.4K $0.00 %
380Freshpet Inc 44730.1K $0.00 %
381Lazard Inc 60629.4K $0.00 %
382Alaska Air Group Inc 72028.2K $0.00 %
383Choice Hotels International Inc 28027.7K $0.00 %
384Avis Budget Group Inc 9617.3K $0.00 %
385DoubleVerify Holdings Inc 1,32114.6K $0.00 %
386Wendy's Co/The 1,60311.2K $0.00 %
387Simpson Manufacturing Co Inc 5811.1K $0.00 %
388Birkenstock Holding Plc 26410.2K $0.00 %
389Bright Horizons Family Solutions Inc 1229.9K $0.00 %
390Unity Software Inc 3739.9K $0.00 %
391Eagle Materials Inc 459.5K $0.00 %
392Liberty Media Corp-Liberty Formula One 1179.3K $0.00 %
393Chemed Corp 208.5K $0.00 %
394KBR Inc 2238.4K $0.00 %
395American Airlines Group Inc 6818K $0.00 %
396Credit Acceptance Corp 147.1K $0.00 %
397RH INC 537K $0.00 %
398WEX Inc 466.9K $0.00 %
399U-Haul Holding Co 1296.6K $0.00 %
400nCino Inc 3456K $0.00 %

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Sector breakdown

  • Technology 48.8 %
  • Communication 12.8 %
  • Industrials 10.1 %
  • Consumer discretionary 8.3 %
  • Health care 5.5 %
  • Financials 5.2 %
  • Consumer staples 0.7 %
  • Energy 0.7 %
  • Materials 0.2 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 7.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.3 %
  • Taiwan 0.5 %
  • Netherlands 0.4 %
  • Singapore 0.4 %
  • Israel 0.2 %
  • Cayman Islands 0.2 %
  • Canada 0.1 %
  • Bermuda 0.0 %
  • Switzerland 0.0 %
  • United Kingdom 0.0 %
  • Jersey 0.0 %
  • Luxembourg 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States3955.9B $98.30 %
2Taiwan129.5M $0.49 %
3Netherlands222.7M $0.38 %
4Singapore121.2M $0.35 %
5Israel110.8M $0.18 %
6Cayman Islands410.1M $0.17 %
7Canada27.2M $0.12 %
8Bermuda1451.3K $0.01 %
9Switzerland1252.3K $0.00 %
10United Kingdom1193.6K $0.00 %
11Jersey110.2K $0.00 %
12Luxembourg12.9K $0.00 %
Cite this page

Titelia. "Holdings of LargeCap Growth Fund I". https://titelia.com/en/funds/S000007077