Titelia

Holdings of SA Multi-Managed Mid Cap Growth Portfolio

SEASONS SERIES TRUST ·403 declared positions · as of Mar 31, 2026

Original filing · Net assets 144.2M $ · Ten largest lines: 24.3 % of the equity sleeve

Sector breakdown

  • Industrials 19.1 %
  • Consumer discretionary 13.1 %
  • Technology 11.8 %
  • Health care 9.5 %
  • Financials 5.5 %
  • Energy 2.8 %
  • Utilities 2.6 %
  • Communication 2.2 %
  • Materials 1.6 %
  • Consumer staples 1.0 %
  • Real estate 0.6 %
  • Funds 0.2 %
  • Unattributed 30.1 %

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

Currency breakdown

  • USD 99.5 %
  • CAD 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.0 %
  • CA 1.9 %
  • SG 0.8 %
  • CH 0.7 %
  • KY 0.5 %
  • NL 0.4 %
  • BM 0.3 %
  • GB 0.2 %
  • IL 0.1 %
  • DK 0.1 %
  • IE 0.0 %
  • JE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US381134.8M $94.96 %
2CA62.6M $1.85 %
3SG11.2M $0.82 %
4CH11M $0.71 %
5KY5706.4K $0.50 %
6NL1615.6K $0.43 %
7BM1467.5K $0.33 %
8GB2270.3K $0.19 %
9IL198.1K $0.07 %
10DK174.3K $0.05 %
11IE163.3K $0.04 %
12JE147.3K $0.03 %

Positions

RankCompanySharesValueWeight
201East West Bancorp Inc 89195.1K $0.07 %
202Bentley Systems Inc 2,70695K $0.07 %
203BrightSpring Health Services Inc 2,20093.7K $0.07 %
204Wyndham Hotels & Resorts Inc 1,14693.1K $0.06 %
205Pinterest Inc 5,06492.9K $0.06 %
206DaVita Inc 60392.7K $0.06 %
207Super Micro Computer Inc 4,03491.9K $0.06 %
208Phillips 66 49490K $0.06 %
209Performance Food Group Co 1,04889.8K $0.06 %
210PTC Inc 62188.5K $0.06 %
211Markel Group Inc 4382.3K $0.06 %
212Enphase Energy Inc 2,17082K $0.06 %
213Iron Mountain Inc 79581.2K $0.06 %
214Leonardo DRS Inc 1,81480.8K $0.06 %
215Revolution Medicines Inc 82279.9K $0.06 %
216Kinross Gold Corp 2,55077.8K $0.05 %
217Summit Therapeutics Inc 4,09177.6K $0.05 %
218Ovintiv Inc 1,30077.2K $0.05 %
219Diamondback Energy Inc 39077.1K $0.05 %
220CDW Corp/DE 62575.6K $0.05 %
221Quest Diagnostics Inc 38475.3K $0.05 %
222Tempus AI Inc 1,66475.2K $0.05 %
223Apellis Pharmaceuticals Inc 1,86675.1K $0.05 %
224Roku Inc 79174.8K $0.05 %
225Esab Corp 77474.8K $0.05 %
226Ascendis Pharma A/S 32574.3K $0.05 %
227DigitalOcean Holdings Inc 86674.3K $0.05 %
228Coherent Corp 30472.4K $0.05 %
229MasTec Inc 22371.7K $0.05 %
230HF Sinclair Corp 1,14871.6K $0.05 %
231Tetra Tech Inc 2,37371.5K $0.05 %
232Curtiss-Wright Corp 10470.8K $0.05 %
233eBay Inc 77270.3K $0.05 %
234Seagate Technology Holdings PLC 17970.1K $0.05 %
235API Group Corp 1,72369.8K $0.05 %
236Teradyne Inc 23369.1K $0.05 %
237MongoDB Inc 28269K $0.05 %
238Uranium Energy Corp 5,05368.2K $0.05 %
239TE Connectivity PLC 32668.1K $0.05 %
240Hanover Insurance Group Inc/The 39167.8K $0.05 %
241StandardAero Inc 2,61467.5K $0.05 %
242Jones Lang LaSalle Inc 21966.6K $0.05 %
243Incyte Corp 70766.5K $0.05 %
244Lazard Inc 1,56166.3K $0.05 %
245GXO Logistics Inc 1,27566.1K $0.05 %
246Westinghouse Air Brake Technologies Corp 26466K $0.05 %
247Wayfair Inc 87766K $0.05 %
248Corcept Therapeutics Inc 1,63465.9K $0.05 %
249Elanco Animal Health Inc 2,73865.5K $0.05 %
250Fabrinet 12464.7K $0.04 %
251Middleby Corp/The 48364K $0.04 %
252Permian Resources Corp 3,00164K $0.04 %
253Duolingo Inc 64964K $0.04 %
254Vaxcyte Inc 1,10063.9K $0.04 %
255Molina Healthcare Inc 47963.9K $0.04 %
256nVent Electric PLC 53563.3K $0.04 %
257Hershey Co/The 30363K $0.04 %
258Gen Digital Inc 3,30062.1K $0.04 %
259Ryan Specialty Holdings Inc 1,83361.8K $0.04 %
260Ventas Inc 75461.7K $0.04 %
261Vail Resorts Inc 48061.6K $0.04 %
262Allstate Corp/The 29761.6K $0.04 %
263BEONE MEDICINES LTD 20360.3K $0.04 %
264Repligen Corp 50960K $0.04 %
265Belden Inc 51659.3K $0.04 %
266Bloom Energy Corp 43759.2K $0.04 %
267SiTime Corp 17159.1K $0.04 %
268Pegasystems Inc 1,38558.9K $0.04 %
269Nuvalent Inc 57558.9K $0.04 %
270Bright Horizons Family Solutions Inc 71458.6K $0.04 %
271Estee Lauder Cos Inc/The 81558.5K $0.04 %
272Glaukos Corp 54258.4K $0.04 %
273CACI International Inc 10758.2K $0.04 %
274Mettler-Toledo International Inc 4658K $0.04 %
275Paycom Software Inc 47758K $0.04 %
276Hyatt Hotels Corp 40057.5K $0.04 %
277TopBuild Corp 16357.3K $0.04 %
278EQT Corp 89957.2K $0.04 %
279Rambus Inc 66457.1K $0.04 %
280Ubiquiti Inc 7256.9K $0.04 %
281Service Corp International/US 68256.3K $0.04 %
282United Airlines Holdings Inc 59554.8K $0.04 %
283Stifel Financial Corp 73954.6K $0.04 %
284Teledyne Technologies Inc 9054.5K $0.04 %
285Invesco Ltd 2,23154.2K $0.04 %
286Viavi Solutions Inc 1,61553.7K $0.04 %
287Medline Inc 1,18252.6K $0.04 %
288Nextpower Inc 43252.1K $0.04 %
289Gitlab Inc 2,39751.9K $0.04 %
290Dollar General Corp 43551.6K $0.04 %
291Guardant Health Inc 55751.5K $0.04 %
292Sun Communities Inc 40751.3K $0.04 %
293Applied Industrial Technologies Inc 19351.2K $0.04 %
294SLM Corp 2,37950.9K $0.04 %
295iShares Trust 39750.9K $0.04 %
296AutoZone Inc 1550.7K $0.04 %
297Houlihan Lokey Inc 35250.6K $0.04 %
298Vanguard Mid-Cap Growth ETF 19650.4K $0.04 %
299Sensient Technologies Corp 58350.4K $0.03 %
300StepStone Group Inc 1,05350.2K $0.03 %