Titelia

Holdings of NYLIM VP Small Cap Growth Portfolio

ISIN US56064D4943

NEW YORK LIFE INVESTMENTS VP FUNDS TRUST · Original filing · Compare with another fund · Report an error

Net assets
373.2M $ including 353.4M $ in equities, 94.7 %
Positions
134 in 6 countries
Top ten
16.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1HealthEquity Inc 102,0948.5M $2.29 %
2Oceaneering International Inc 221,6067.9M $2.11 %
3Lattice Semiconductor Corp 77,6567.2M $1.93 %
4Waste Connections Inc 39,0886.3M $1.70 %
5Casella Waste Systems Inc 76,1956M $1.62 %
6Prosperity Bancshares Inc 86,9905.8M $1.57 %
7Sterling Infrastructure Inc 13,5455.5M $1.48 %
8Guardant Health Inc 58,8895.4M $1.46 %
9CCC Intelligent Solutions Holdings Inc 865,4045.2M $1.39 %
10Mirion Technologies Inc 275,6035.1M $1.37 %
11Dynatrace Inc 131,7294.9M $1.31 %
12Novanta Inc 41,0444.8M $1.30 %
13Establishment Labs Holdings Inc 82,9864.7M $1.26 %
14Simpson Manufacturing Co Inc 25,8154.4M $1.19 %
15StoneX Group Inc 54,3224.4M $1.17 %
16Bio-Techne Corp 83,2074.3M $1.17 %
17Cytokinetics Inc 64,1594.2M $1.13 %
18Houlihan Lokey Inc 29,0144.2M $1.12 %
19Ensign Group Inc/The 20,3954.1M $1.10 %
20Onto Innovation Inc 19,1993.9M $1.06 %
21Entegris Inc 33,2163.9M $1.04 %
22Materion Corp 26,4513.8M $1.03 %
23Curtiss-Wright Corp 5,6093.8M $1.02 %
24StandardAero Inc 146,2593.8M $1.01 %
25Valmont Industries Inc 9,1203.6M $0.98 %
26Andersen Group Inc 133,3213.6M $0.97 %
27Protagonist Therapeutics Inc 34,2943.6M $0.97 %
28Modine Manufacturing Co 16,3763.5M $0.95 %
29IES Holdings Inc 7,1083.4M $0.91 %
30Bruker Corp 93,2053.4M $0.90 %
31Vaxcyte Inc 56,6053.3M $0.88 %
32Cavco Industries Inc 6,6553.2M $0.86 %
33Enpro Inc 12,8013.2M $0.86 %
34Encompass Health Corp 32,7243.2M $0.85 %
35Range Resources Corp 69,5803.1M $0.84 %
36ESCO Technologies Inc 10,9783.1M $0.83 %
37OPENLANE Inc 105,0303.1M $0.82 %
38RadNet Inc 54,6993.1M $0.82 %
39HB Fuller Co 49,1033M $0.81 %
40Madrigal Pharmaceuticals Inc 5,7833M $0.81 %
41TopBuild Corp 8,5003M $0.80 %
42MSA Safety Inc 18,0553M $0.79 %
43Universal Display Corp 32,2113M $0.79 %
44Mirum Pharmaceuticals Inc 31,8782.9M $0.79 %
45Guidewire Software Inc 19,5912.9M $0.79 %
46AAON Inc 35,3842.9M $0.78 %
47Skyward Specialty Insurance Group Inc 66,5362.9M $0.78 %
48Alkermes PLC 80,6502.9M $0.76 %
49Applied Industrial Technologies Inc 10,6152.8M $0.75 %
50Mister Car Wash Inc 403,2752.8M $0.75 %
51FirstService Corp 20,1882.8M $0.75 %
52VSE Corp 15,1562.8M $0.75 %
53Primoris Services Corp 19,3212.8M $0.74 %
54Casey's General Stores Inc 3,7502.7M $0.73 %
55Bright Horizons Family Solutions Inc 33,2062.7M $0.73 %
56Construction Partners Inc 24,2272.7M $0.72 %
57EastGroup Properties Inc 13,8692.6M $0.69 %
58MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 11,5222.6M $0.69 %
59Kadant Inc 8,4742.5M $0.66 %
60SiTime Corp 7,1492.5M $0.66 %
61Terreno Realty Corp 40,0882.5M $0.66 %
62Hawkins Inc 15,9682.5M $0.66 %
63Nextpower Inc 20,3432.5M $0.66 %
64Glaukos Corp 22,7052.4M $0.66 %
65Rambus Inc 28,1682.4M $0.65 %
66Installed Building Products Inc 9,0662.4M $0.64 %
67Eagle Materials Inc 12,6482.4M $0.64 %
68Limbach Holdings Inc 30,5492.4M $0.64 %
69TechnipFMC PLC 34,4812.4M $0.64 %
70BrightSpring Health Services Inc 55,2342.4M $0.63 %
71OSI Systems Inc 8,8492.3M $0.63 %
72Procore Technologies Inc 40,3642.3M $0.62 %
73Moog Inc 7,6622.2M $0.60 %
74StepStone Group Inc 46,4712.2M $0.59 %
75Saia Inc 6,2772.2M $0.59 %
76Revolve Group Inc 92,9852.1M $0.56 %
77CSW Industrials Inc 7,9912.1M $0.56 %
78SPX Technologies Inc 10,3432.1M $0.55 %
79FTAI Aviation Ltd 8,4362.1M $0.55 %
80SiteOne Landscape Supply Inc 14,9672M $0.53 %
81Descartes Systems Group Inc/The 27,7172M $0.53 %
82Patrick Industries Inc 17,7432M $0.53 %
83Parsons Corp 36,2892M $0.53 %
84Boot Barn Holdings Inc 13,3672M $0.52 %
85Hamilton Lane Inc 19,3161.9M $0.51 %
86Mercury Systems Inc 26,3151.9M $0.51 %
87CECO Environmental Corp 31,7631.9M $0.51 %
88FTI Consulting Inc 10,7051.9M $0.51 %
89Evercore Inc 6,2791.9M $0.50 %
90Knife River Corp 22,9541.9M $0.50 %
91DigitalBridge Group Inc 117,7661.8M $0.49 %
92Loar Holdings Inc 31,6451.8M $0.49 %
93PTC Therapeutics Inc 26,4471.8M $0.48 %
94Zurn Elkay Water Solutions Corp 39,6161.8M $0.48 %
95Denali Therapeutics Inc 92,3281.8M $0.48 %
96Griffon Corp 24,0891.8M $0.47 %
97Kestra Medical Technologies Ltd 84,4181.7M $0.45 %
98JFrog Ltd 35,6691.7M $0.45 %
99Option Care Health Inc 61,9271.7M $0.45 %
100IDEX Corp 8,7831.7M $0.45 %

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Sector breakdown

  • Industrials 5.9 %
  • Technology 3.1 %
  • Consumer discretionary 0.8 %
  • Energy 0.7 %
  • Health care 0.4 %
  • Unattributed 89.1 %

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 95.3 %
  • Canada 1.4 %
  • British Virgin Islands 1.3 %
  • Ireland 0.8 %
  • United Kingdom 0.7 %
  • Bermuda 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States129336.9M $95.34 %
2Canada14.8M $1.37 %
3British Virgin Islands14.7M $1.33 %
4Ireland12.9M $0.81 %
5United Kingdom12.4M $0.67 %
6Bermuda11.7M $0.48 %
Cite this page

Titelia. "Holdings of NYLIM VP Small Cap Growth Portfolio". https://titelia.com/en/funds/S000033926