Titelia

Holdings of Transamerica Mid Cap Growth

TRANSAMERICA FUNDS · 35 declared positions · as of Apr 30, 2026

Original filing · Net assets 130.7M $ · Ten largest lines: 46.3 % of the equity sleeve

Sector breakdown

  • Technology 11.9 %
  • Consumer discretionary 8.7 %
  • Industrials 8.0 %
  • Energy 5.0 %
  • Health care 3.4 %
  • Financials 2.8 %
  • Unattributed 60.2 %

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 92.3 %
  • SG 4.0 %
  • BM 2.8 %
  • IL 0.9 %

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

CountryLinesValueShare
US32120.5M $92.32 %
SG15.2M $3.96 %
BM13.6M $2.78 %
IL11.2M $0.94 %

Positions

CompanySharesValueWeight
Hilton Worldwide Holdings Inc 28,0539.1M $6.95 %
Howmet Aerospace Inc 35,3248.6M $6.57 %
Monolithic Power Systems Inc 4,4587.2M $5.51 %
Targa Resources Corp 25,0416.5M $4.98 %
Clean Harbors Inc 18,4835.8M $4.42 %
Flex Ltd 56,5195.2M $3.96 %
Datadog Inc 36,0804.8M $3.65 %
NRG Energy Inc 28,9304.5M $3.44 %
IDEXX Laboratories Inc 8,0064.5M $3.43 %
Interactive Brokers Group Inc 54,6714.3M $3.32 %
Tradeweb Markets Inc 35,8774.1M $3.11 %
United Therapeutics Corp 6,6923.8M $2.92 %
Viking Holdings Ltd 44,2923.6M $2.78 %
KKR & Co Inc 34,7003.6M $2.77 %
CH Robinson Worldwide Inc 19,8953.6M $2.77 %
Coherent Corp 11,1583.6M $2.73 %
Axon Enterprise Inc 8,8523.6M $2.72 %
Trimble Inc 52,6973.5M $2.71 %
Take-Two Interactive Software Inc 16,5073.5M $2.70 %
Dexcom Inc 57,8363.4M $2.63 %
Block Inc 47,7563.4M $2.58 %
Natera Inc 16,1903.3M $2.55 %
Veeva Systems Inc 20,3643.2M $2.43 %
Liberty Media Corp-Liberty Formula One 32,7022.8M $2.15 %
FTAI Aviation Ltd 10,7452.7M $2.05 %
James Hardie Industries PLC 109,3392.3M $1.76 %
DoorDash Inc 13,4962.3M $1.74 %
Unity Software Inc 77,5762M $1.57 %
Reddit Inc 13,2572M $1.49 %
HubSpot Inc 8,6321.9M $1.46 %
Chewy Inc 73,4931.9M $1.43 %
Vertiv Holdings Co 5,5451.8M $1.39 %
Wingstop Inc 10,5201.7M $1.32 %
Wix.com Ltd 16,4001.2M $0.94 %
elf Beauty Inc 18,6801.2M $0.91 %