Titelia

Holdings of Growth Opportunities Portfolio

LORD ABBETT SERIES FUND INC · Original filing · Compare with another fund · Report an error

Net assets
64M $ including 61.9M $ in equities, 96.8 %
Positions
80 in 8 countries
Top ten
28.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vertiv Holdings Co 10,8532.7M $4.25 %
2Comfort Systems USA Inc 1,8512.6M $3.99 %
3Howmet Aerospace Inc 10,4932.4M $3.78 %
4Cloudflare Inc 8,8571.8M $2.86 %
5Quanta Services Inc 3,1401.7M $2.69 %
6Natera Inc 8,3941.7M $2.62 %
7Monolithic Power Systems Inc 1,3631.5M $2.33 %
8Nova Ltd 2,8301.2M $1.92 %
9IDEXX Laboratories Inc 2,1301.2M $1.87 %
10MasTec Inc 3,5751.2M $1.80 %
11Hilton Worldwide Holdings Inc 3,7091.1M $1.76 %
12Carpenter Technology Corp 2,7701.1M $1.71 %
13Guardant Health Inc 11,7041.1M $1.69 %
14Argenx SE 1,4451.1M $1.65 %
15Ross Stores Inc 4,6521M $1.57 %
16Cheniere Energy Inc 3,439975.9K $1.53 %
17Sandisk Corp/DE 1,534974.6K $1.52 %
18Interactive Brokers Group Inc 14,305959.4K $1.50 %
19FTAI Aviation Ltd 3,906957K $1.50 %
20Viking Holdings Ltd 12,501918.6K $1.44 %
21Woodward Inc 2,547911.6K $1.42 %
22Carvana Co 2,898911.1K $1.42 %
23EMCOR Group Inc 1,225904.4K $1.41 %
24Curtiss-Wright Corp 1,320899.1K $1.41 %
25Madrigal Pharmaceuticals Inc 1,712896.2K $1.40 %
26Royal Caribbean Cruises Ltd 3,185876.4K $1.37 %
27RBC Bearings Inc 1,604871.2K $1.36 %
28Lattice Semiconductor Corp 9,270859.9K $1.34 %
29TKO Group Holdings Inc 4,228852.6K $1.33 %
30Karman Holdings Inc 10,577846.7K $1.32 %
31TechnipFMC PLC 12,054833.3K $1.30 %
32Cogent Biosciences Inc 20,912804.9K $1.26 %
33Datadog Inc 6,387754K $1.18 %
34Live Nation Entertainment Inc 4,769727.3K $1.14 %
35Fabrinet 1,371715K $1.12 %
36Terns Pharmaceuticals Inc 13,174694.5K $1.09 %
37Insmed Inc 4,238693K $1.08 %
38TTM Technologies Inc 6,889671.1K $1.05 %
39Modine Manufacturing Co 2,847617K $0.96 %
40API Group Corp 15,032609.1K $0.95 %
41TE Connectivity PLC 2,905607.2K $0.95 %
42Nextpower Inc 5,015604.6K $0.94 %
43Circle Internet Group Inc 6,246595.9K $0.93 %
44Lumentum Holdings Inc 825579.8K $0.91 %
45Take-Two Interactive Software Inc 2,900572.8K $0.90 %
46Raymond James Financial Inc 3,919567.4K $0.89 %
47Amer Sports Inc 16,887555.9K $0.87 %
48Abivax SA 4,932549.2K $0.86 %
49Piper Sandler Cos 7,037538.7K $0.84 %
50Teradyne Inc 1,787529.8K $0.83 %
51Ascendis Pharma A/S 2,279521.3K $0.81 %
52Evercore Inc 1,714511.6K $0.80 %
53Mirum Pharmaceuticals Inc 5,426501.3K $0.78 %
54Snowflake Inc 3,290496.2K $0.78 %
55L3Harris Technologies Inc 1,431493.9K $0.77 %
56AppLovin Corp 1,234491.1K $0.77 %
57Cava Group Inc 6,060490.3K $0.77 %
58Affirm Holdings Inc 10,659488.4K $0.76 %
59Bridgebio Pharma Inc 6,519484.1K $0.76 %
60Reddit Inc 3,508472.4K $0.74 %
61XPO Inc 2,422471.2K $0.74 %
62Astera Labs Inc 4,062445.2K $0.70 %
63IDEX Corp 2,279432K $0.68 %
64Kratos Defense & Security Solutions, Inc. 6,100430.1K $0.67 %
65Deckers Outdoor Corp 4,267427.1K $0.67 %
66Celsius Holdings Inc 11,860420.8K $0.66 %
67SharkNinja Inc 3,907413.8K $0.65 %
68Axon Enterprise Inc 964409.4K $0.64 %
69Credo Technology Group Holding Ltd 4,007376.1K $0.59 %
70Nasdaq Inc 4,191355.8K $0.56 %
71Figma Inc 16,748354.1K $0.55 %
72Rocket Cos Inc 24,445348.3K $0.54 %
73Bloom Energy Corp 2,471334.8K $0.52 %
74Tradeweb Markets Inc 2,789328.2K $0.51 %
75Universal Technical Institute Inc 8,463305.5K $0.48 %
76Crane Co 1,662284.2K $0.44 %
77MercadoLibre Inc 162280.1K $0.44 %
78Planet Labs PBC 9,915277.1K $0.43 %
79Mercury Systems Inc 3,492254.6K $0.40 %
80DoorDash Inc 1,674251.4K $0.39 %

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Sector breakdown

  • Industrials 24.2 %
  • Technology 14.2 %
  • Consumer discretionary 8.7 %
  • Health care 7.5 %
  • Financials 3.0 %
  • Energy 2.9 %
  • Communication 2.1 %
  • Materials 1.8 %
  • Unattributed 35.6 %

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

  • United States 89.0 %
  • Cayman Islands 2.7 %
  • Israel 2.0 %
  • Netherlands 1.7 %
  • Bermuda 1.5 %
  • United Kingdom 1.3 %
  • France 0.9 %
  • Denmark 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7155.1M $89.04 %
2Cayman Islands31.7M $2.72 %
3Israel11.2M $1.98 %
4Netherlands11.1M $1.70 %
5Bermuda1918.6K $1.48 %
6United Kingdom1833.3K $1.35 %
7France1549.2K $0.89 %
8Denmark1521.3K $0.84 %
Cite this page

Titelia. "Holdings of Growth Opportunities Portfolio". https://titelia.com/en/funds/S000007301