Titelia

Holdings of VIP Growth Opportunities Portfolio

Variable Insurance Products Fund III · Original filing · Compare with another fund · Report an error

Net assets
4.2B $ including 3.9B $ in equities, 94.0 %
Positions
85 in 8 countries
Top ten
55.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3,496,420609.8M $14.54 %
2Microsoft Corp 857,244317.3M $7.56 %
3Amazon.com Inc 1,160,360241.7M $5.76 %
4Meta Platforms Inc 405,379231.9M $5.53 %
5Alphabet Inc 665,160190.8M $4.55 %
6Apple Inc 717,604182.1M $4.34 %
7Broadcom Inc 551,700170.8M $4.07 %
8Alphabet Inc 509,400146.5M $3.49 %
9Taiwan Semiconductor Manufacturing Co Ltd 388,700131.4M $3.13 %
10Eli Lilly & Co 128,800118.5M $2.82 %
11Carvana Co 358,600112.7M $2.69 %
12Roku Inc 1,189,364112.5M $2.68 %
13AppLovin Corp 280,500111.6M $2.66 %
14Sea Ltd 1,001,98883M $1.98 %
15Netflix Inc 768,80073.9M $1.76 %
16Flex Ltd 1,076,19070.4M $1.68 %
17T-Mobile US Inc 284,78859.8M $1.43 %
18Western Digital Corp 176,80047.8M $1.14 %
19Visa Inc 146,03344.1M $1.05 %
20Apollo Global Management Inc 377,00042M $1.00 %
21Affirm Holdings Inc 750,90034.4M $0.82 %
22ROBLOX Corp 597,70033.8M $0.81 %
23Advanced Micro Devices Inc 161,40032.8M $0.78 %
24Arista Networks Inc 266,80032.8M $0.78 %
25NRG Energy Inc 216,20031.6M $0.75 %
26Lam Research Corp 131,40028.1M $0.67 %
27GE Vernova Inc 31,60027.6M $0.66 %
28Synopsys Inc 66,30026.3M $0.63 %
29Alnylam Pharmaceuticals Inc 77,75125.7M $0.61 %
30Palantir Technologies Inc 173,70025.4M $0.61 %
31Coherent Corp 104,30024.8M $0.59 %
32Rolls-Royce Holdings PLC 1,538,70023.7M $0.57 %
33United Airlines Holdings Inc 250,80023.1M $0.55 %
34Coca-Cola Co/The 287,20021.8M $0.52 %
35Shopify Inc 182,90021.7M $0.52 %
36Delta Air Lines Inc 325,50021.6M $0.52 %
37Celestica Inc 75,70021.3M $0.51 %
38Micron Technology Inc 57,10019.3M $0.46 %
39NXP Semiconductors NV 88,30017.4M $0.41 %
40KLA Corp 11,68017.2M $0.41 %
41Axon Enterprise Inc 40,20017.1M $0.41 %
42Vistra Corp 106,10016M $0.38 %
43O'Reilly Automotive Inc 169,60015.7M $0.37 %
44Caterpillar Inc 21,50015.2M $0.36 %
45Corning Inc 109,00014.8M $0.35 %
46Sandisk Corp/DE 23,30014.8M $0.35 %
47Lumentum Holdings Inc 20,20014.2M $0.34 %
48Cloudflare Inc 68,50014.1M $0.34 %
49Seagate Technology Holdings PLC 33,70013.2M $0.31 %
50Vaxcyte Inc 226,40413.2M $0.31 %
51Hilton Worldwide Holdings Inc 40,40012.3M $0.29 %
52Intuitive Surgical Inc 26,40012.2M $0.29 %
53Boston Scientific Corp 191,99212M $0.29 %
54Nokia Oyj 1,446,50011.6M $0.28 %
55General Electric Co 38,90011M $0.26 %
56Astera Labs Inc 95,40010.5M $0.25 %
57Insmed Inc 62,70010.3M $0.24 %
58Marvell Technology Inc 88,0738.7M $0.21 %
59Comfort Systems USA Inc 6,0008.3M $0.20 %
60iShares Russell 1000 Growth ETF 18,7008M $0.19 %
61Argenx SE 10,7317.8M $0.19 %
62MongoDB Inc 30,7007.5M $0.18 %
63Reddit Inc 51,2006.9M $0.16 %
64Nuvalent Inc 55,8845.7M $0.14 %
65Agnico Eagle Mines Ltd 27,0005.5M $0.13 %
66Structure Therapeutics Inc 112,4005.4M $0.13 %
67Ciena Corp 13,7605.3M $0.13 %
68Viking Therapeutics Inc 151,9894.9M $0.12 %
69Figure Technology Solutions Inc 137,2004.7M $0.11 %
70Credo Technology Group Holding Ltd 47,5004.5M $0.11 %
71Ascendis Pharma A/S 16,1253.7M $0.09 %
72Exxon Mobil Corp 19,6003.3M $0.08 %
73Monolithic Power Systems Inc 2,1002.3M $0.05 %
74Dell Technologies Inc 13,1002.2M $0.05 %
75Amphenol Corp 15,1001.9M $0.05 %
76Figma Inc 81,8001.7M $0.04 %
77Constellation Energy Corp. 5,2001.5M $0.03 %
78Intel Corp 19,700869.4K $0.02 %
79Rocket Lab Corp 13,000834.9K $0.02 %
80Strategy Inc 6,000748.8K $0.02 %
81Coinbase Global Inc 4,200733.4K $0.02 %
82McKesson Corp 500432.7K $0.01 %
83Tesla Inc 1,075399.6K $0.01 %
84Spotify Technology SA 600290.9K $0.01 %
85BETA TECHNOLOGIES INC 14,300210.2K $0.01 %

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Sector breakdown

  • Technology 51.2 %
  • Communication 18.7 %
  • Consumer discretionary 11.8 %
  • Health care 4.7 %
  • Industrials 3.8 %
  • Financials 2.2 %
  • Utilities 1.2 %
  • Consumer staples 0.6 %
  • Materials 0.1 %
  • Energy 0.1 %
  • Unattributed 5.6 %

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 92.0 %
  • Taiwan 3.3 %
  • Singapore 1.8 %
  • Canada 1.2 %
  • Netherlands 0.6 %
  • United Kingdom 0.6 %
  • Finland 0.3 %
  • Denmark 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States753.6B $92.02 %
2Taiwan1131.4M $3.33 %
3Singapore170.4M $1.79 %
4Canada348.5M $1.23 %
5Netherlands225.2M $0.64 %
6United Kingdom123.7M $0.60 %
7Finland111.6M $0.30 %
8Denmark13.7M $0.09 %
Cite this page

Titelia. "Holdings of VIP Growth Opportunities Portfolio". https://titelia.com/en/funds/S000007733