Titelia

Holdings of Victory RS Mid Cap Growth Fund

Victory Portfolios · Original filing · Compare with another fund · Report an error

Net assets
62.2M $ including 61.3M $ in equities, 98.5 %
Positions
81 in 4 countries
Top ten
28.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vertiv Holdings Co 9,2402.3M $3.72 %
2Howmet Aerospace Inc 9,2602.1M $3.43 %
3Monolithic Power Systems Inc 1,7201.9M $3.02 %
4Royal Caribbean Cruises Ltd 6,7901.9M $3.00 %
5Hilton Worldwide Holdings Inc 6,0501.8M $2.96 %
6Cloudflare Inc 8,8001.8M $2.92 %
7Burlington Stores Inc 5,3801.8M $2.81 %
8Woodward Inc 4,5201.6M $2.60 %
9FTAI Aviation Ltd 5,8301.4M $2.29 %
10Cencora Inc 4,3301.4M $2.19 %
11Comfort Systems USA Inc 9301.3M $2.06 %
12Quanta Services Inc 2,2201.2M $1.96 %
13Mercury Systems Inc 16,3001.2M $1.91 %
14Rockwell Automation Inc 3,0801.1M $1.78 %
15MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 4,9601.1M $1.77 %
16Carvana Co 3,3601.1M $1.70 %
17IDEXX Laboratories Inc 1,8401M $1.66 %
18Natera Inc 5,0901M $1.64 %
19Targa Resources Corp 3,830960.3K $1.54 %
20Ameriprise Financial Inc 1,930857.7K $1.38 %
21ROBLOX Corp 15,130855.8K $1.37 %
22Ulta Beauty Inc 1,630852K $1.37 %
23Take-Two Interactive Software Inc 4,250839.4K $1.35 %
24Datadog Inc 6,960821.6K $1.32 %
25LPL Financial Holdings Inc 2,610785.2K $1.26 %
26Piper Sandler Cos 10,240783.9K $1.26 %
27Five Below Inc 3,410779.1K $1.25 %
28Coherent Corp 3,250774.2K $1.24 %
29BWX Technologies Inc 3,740764.8K $1.23 %
30Planet Fitness Inc 10,040746.8K $1.20 %
31Constellation Energy Corp. 2,640737.2K $1.18 %
32Reddit Inc 5,420729.8K $1.17 %
33Dexcom Inc 11,310710.3K $1.14 %
34Axon Enterprise Inc 1,670709.2K $1.14 %
35FirstCash Holdings Inc 3,630682.4K $1.10 %
36Applied Industrial Technologies Inc 2,570681.9K $1.10 %
37Alnylam Pharmaceuticals Inc 2,000661.7K $1.06 %
38Novanta Inc 5,600661.4K $1.06 %
39Cheniere Energy Inc 2,180618.6K $0.99 %
40SPX Technologies Inc 3,090617.8K $0.99 %
41HEICO Corp 2,920616.4K $0.99 %
42MSCI Inc 1,140614.5K $0.99 %
43Rocket Lab Corp 9,050581.2K $0.93 %
44Dutch Bros Inc 11,430579K $0.93 %
45Affirm Holdings Inc 12,620578.2K $0.93 %
46Wintrust Financial Corp 4,100569.7K $0.92 %
47Ionis Pharmaceuticals Inc 7,520564.7K $0.91 %
48Nebius Group NV 5,360556.2K $0.89 %
49Insulet Corp 2,630551.9K $0.89 %
50AppLovin Corp 1,370545.3K $0.88 %
51Huntington Bancshares Inc/OH 34,320537.1K $0.86 %
52Tradeweb Markets Inc 4,490528.3K $0.85 %
53WisdomTree Inc 35,370515K $0.83 %
54Maplebear Inc 13,710513.6K $0.83 %
55Dynatrace Inc 13,870512.9K $0.82 %
56Fair Isaac Corp 470501.7K $0.81 %
57BJ's Wholesale Club Holdings Inc 5,000492.1K $0.79 %
58HealthEquity Inc 5,720478K $0.77 %
59HubSpot Inc 1,910466.2K $0.75 %
60Waystar Holding Corp 19,192462.7K $0.74 %
61Mueller Water Products Inc 16,650457.7K $0.74 %
62Teradyne Inc 1,520450.6K $0.72 %
63Insmed Inc 2,730446.4K $0.72 %
64Ollie's Bargain Outlet Holdings Inc 4,840445.5K $0.72 %
65Permian Resources Corp 19,520416.2K $0.67 %
66Pinterest Inc 21,630396.7K $0.64 %
67Wingstop Inc 2,520390.5K $0.63 %
68Veeva Systems Inc 2,220390K $0.63 %
69Guardant Health Inc 4,220389.8K $0.63 %
70Celsius Holdings Inc 10,970389.2K $0.63 %
71Bridgebio Pharma Inc 4,970369.1K $0.59 %
72Zscaler Inc 2,370332.5K $0.53 %
73Diamondback Energy Inc 1,670330.3K $0.53 %
74Toast Inc 11,360301.2K $0.48 %
75Champion Homes Inc 3,990296.7K $0.48 %
76Clean Harbors Inc 1,000286.7K $0.46 %
77Flutter Entertainment PLC 2,380242.6K $0.39 %
78Robinhood Markets Inc 3,390234.9K $0.38 %
79Builders FirstSource Inc 2,330191.8K $0.31 %
80Penumbra Inc 370121.5K $0.20 %
81CYBERARK SOFTWARE LTD 87039.2K $0.06 %

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Sector breakdown

  • Industrials 20.9 %
  • Consumer discretionary 12.0 %
  • Technology 10.9 %
  • Health care 9.4 %
  • Financials 4.9 %
  • Energy 3.8 %
  • Communication 2.8 %
  • Utilities 1.2 %
  • Consumer staples 0.8 %
  • Unattributed 33.2 %

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 98.0 %
  • Canada 1.1 %
  • Netherlands 0.9 %
  • Israel 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7860.1M $97.95 %
2Canada1661.4K $1.08 %
3Netherlands1556.2K $0.91 %
4Israel139.2K $0.06 %
Cite this page

Titelia. "Holdings of Victory RS Mid Cap Growth Fund". https://titelia.com/en/funds/S000053578