Titelia

Holdings of SA MFS Large Cap Growth Portfolio

SUNAMERICA SERIES TRUST · Original filing · Compare with another fund · Report an error

Net assets
718.6M $ including 712.2M $ in equities, 99.1 %
Positions
72 in 2 countries
Top ten
58.4 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 511,985102.2M $14.22 %
2Apple Inc 312,81684.9M $11.81 %
3Microsoft Corp 147,41660.1M $8.37 %
4Broadcom Inc 80,85333.8M $4.70 %
5Amazon.com Inc 116,22030.8M $4.29 %
6Meta Platforms Inc 45,99928.1M $3.92 %
7Alphabet Inc 63,37424.4M $3.39 %
8Alphabet Inc 57,74222.1M $3.07 %
9Lam Research Corp 65,23516.8M $2.34 %
10Tesla Inc 42,53416.2M $2.26 %
11GE Vernova Inc 12,51413.6M $1.89 %
12Arista Networks Inc 62,59810.8M $1.50 %
13Eli Lilly & Co 10,4689.8M $1.36 %
14Viking Holdings Ltd 116,2919.5M $1.33 %
15O'Reilly Automotive Inc 92,9549.2M $1.29 %
16Northern Trust Corp 53,9459M $1.25 %
17Mastercard Inc 17,4658.8M $1.22 %
18Airbnb Inc 59,9568.4M $1.17 %
19Bristol-Myers Squibb Co 138,7958.4M $1.17 %
20Monster Beverage Corp 107,0588.3M $1.15 %
21Autodesk Inc 32,5567.7M $1.07 %
22BWX Technologies Inc 34,8077.5M $1.05 %
23Datadog Inc 56,5947.5M $1.04 %
24Colgate-Palmolive Co 86,9227.4M $1.03 %
25McKesson Corp 8,6707.1M $0.98 %
26Popular Inc 46,1086.9M $0.96 %
27Okta Inc 91,1906.7M $0.93 %
28Citigroup Inc 50,8096.5M $0.90 %
29Gilead Sciences Inc 49,5746.5M $0.90 %
30Equitable Holdings Inc 149,7776.3M $0.88 %
31Roku Inc 50,5985.9M $0.82 %
32Booking Holdings Inc 34,7635.9M $0.81 %
33NRG Energy Inc 35,1645.5M $0.76 %
34TKO Group Holdings Inc 29,3935.5M $0.76 %
35Interactive Brokers Group Inc 66,4015.3M $0.73 %
36Visa Inc 15,6985.2M $0.72 %
37Dexcom Inc 86,4005.1M $0.72 %
38KLA Corp 2,8665M $0.70 %
39Curtiss-Wright Corp 6,7404.9M $0.68 %
40Cigna Group/The 16,5934.8M $0.67 %
41Amphenol Corp 32,5814.8M $0.67 %
42Spotify Technology SA 10,6834.8M $0.66 %
43Dropbox Inc 178,1534.3M $0.60 %
44IQVIA Holdings Inc 25,4184M $0.56 %
45Guidewire Software Inc 27,0813.7M $0.52 %
46Salesforce Inc 20,1163.6M $0.49 %
47ROBLOX Corp 63,5873.5M $0.49 %
48Incyte Corp 34,9133.3M $0.46 %
49PG&E Corp 181,0043M $0.42 %
50Leidos Holdings Inc 20,0143M $0.42 %
51Flowserve Corp 39,2862.9M $0.40 %
52Ross Stores Inc 12,4772.8M $0.40 %
53Illumina Inc 21,7832.8M $0.38 %
54Valero Energy Corp 9,5692.4M $0.34 %
55Pegasystems Inc 65,6862.4M $0.33 %
56Costco Wholesale Corp 2,3382.4M $0.33 %
57Primoris Services Corp 12,7282.3M $0.32 %
58AppLovin Corp 4,8332.2M $0.30 %
59TJX Cos Inc/The 11,5071.8M $0.25 %
60Aramark 39,1241.8M $0.25 %
61Verisk Analytics Inc 9,3251.7M $0.24 %
62Uber Technologies Inc 22,5161.7M $0.23 %
63Netflix Inc 16,1071.5M $0.21 %
64GoDaddy Inc 11,7061M $0.14 %
65AbbVie Inc 4,7781M $0.14 %
66CBRE Group Inc 7,0251M $0.14 %
67General Electric Co 2,950855.3K $0.12 %
68Pfizer Inc 29,820796.2K $0.11 %
69Etsy Inc 12,051775.4K $0.11 %
70Palantir Technologies Inc 4,861676.2K $0.09 %
71Elastic NV 12,076560.7K $0.08 %
72Snowflake Inc 4,020548.6K $0.08 %

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Sector breakdown

  • Technology 48.2 %
  • Consumer discretionary 11.9 %
  • Communication 11.8 %
  • Health care 7.5 %
  • Financials 4.9 %
  • Industrials 4.2 %
  • Consumer staples 2.5 %
  • Utilities 1.2 %
  • Energy 0.3 %
  • Real estate 0.1 %
  • Unattributed 7.2 %

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 98.7 %
  • Bermuda 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States71702.7M $98.66 %
2Bermuda19.5M $1.34 %
Cite this page

Titelia. "Holdings of SA MFS Large Cap Growth Portfolio". https://titelia.com/en/funds/S000008085