Titelia

Holdings of Goldman Sachs Variable Insurance Trust Strategic Growth Fund

Goldman Sachs Variable Insurance Trust · 55 declared positions · as of Mar 31, 2026

Original filing · Net assets 404.4M $ · Ten largest lines: 56.7 % of the equity sleeve

Sector breakdown

  • Technology 46.8 %
  • Communication 11.6 %
  • Consumer discretionary 10.2 %
  • Health care 6.4 %
  • Financials 5.4 %
  • Industrials 4.6 %
  • Consumer staples 1.9 %
  • Energy 1.9 %
  • Materials 0.8 %
  • Unattributed 10.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.8 %
  • CH 0.6 %
  • NL 0.6 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US53401.5M $98.81 %
CH12.5M $0.61 %
NL12.4M $0.58 %

Positions

CompanySharesValueWeight
NVIDIA Corp 348,31660.7M $15.02 %
Microsoft Corp 91,34233.8M $8.36 %
Apple Inc 116,37529.5M $7.30 %
Amazon.com Inc 104,17821.7M $5.37 %
Meta Platforms Inc 32,06518.3M $4.54 %
Alphabet Inc 60,21917.3M $4.28 %
Broadcom Inc 46,72614.5M $3.58 %
Eli Lilly & Co 14,07212.9M $3.20 %
Alphabet Inc 40,19811.5M $2.85 %
Mastercard Inc 20,05210M $2.48 %
Tesla Inc 22,7908.5M $2.10 %
Costco Wholesale Corp 7,7797.8M $1.92 %
Targa Resources Corp 30,1237.6M $1.87 %
General Electric Co 22,4946.4M $1.58 %
Advanced Micro Devices Inc 31,2816.4M $1.57 %
Johnson & Johnson 24,5736M $1.49 %
Marvell Technology Inc 59,1115.9M $1.45 %
Palantir Technologies Inc 39,8955.8M $1.44 %
Old Dominion Freight Line Inc 28,1315.5M $1.36 %
JPMorgan Chase & Co 18,2875.4M $1.33 %
Intuitive Surgical Inc 11,2275.2M $1.28 %
KLA Corp 3,2644.8M $1.19 %
GE Vernova Inc 5,3974.7M $1.17 %
Rockwell Automation Inc 13,1074.7M $1.16 %
Spotify Technology SA 9,1464.4M $1.10 %
Eaton Corp PLC 12,3334.4M $1.09 %
Applied Materials Inc 11,8264M $1.00 %
Home Depot Inc/The 12,2664M $1.00 %
AppLovin Corp 10,1144M $1.00 %
Texas Instruments Inc 19,5523.8M $0.94 %
Insmed Inc 22,5523.7M $0.91 %
Coherent Corp 15,4093.7M $0.91 %
Dutch Bros Inc 71,2873.6M $0.89 %
Micron Technology Inc 10,3203.5M $0.86 %
DoorDash Inc 23,1003.5M $0.86 %
Martin Marietta Materials Inc 5,8033.4M $0.84 %
Bank of America Corp 69,0503.4M $0.83 %
Capital One Financial Corp 18,2893.3M $0.83 %
Sherwin-Williams Co/The 10,0983.2M $0.80 %
United Rentals Inc 4,3543.2M $0.78 %
Ross Stores Inc 13,1212.8M $0.70 %
Guardant Health Inc 30,7042.8M $0.70 %
Motorola Solutions Inc 6,0712.6M $0.65 %
Cloudflare Inc 12,1782.5M $0.62 %
On Holding AG 72,4602.5M $0.61 %
Intuit Inc 5,6522.4M $0.60 %
Argenx SE 3,2462.4M $0.59 %
Datadog Inc 18,9332.2M $0.55 %
Snowflake Inc 14,4472.2M $0.54 %
Samsara Inc 63,3692M $0.50 %
TKO Group Holdings Inc 9,6772M $0.48 %
Boston Scientific Corp 30,0121.9M $0.47 %
Waste Connections Inc 9,8461.6M $0.40 %
Zscaler Inc 8,3581.2M $0.29 %
DR Horton Inc 7,9491.1M $0.27 %