Titelia

Holdings of Nomura VIP Opportunity Series

Delaware VIP Trust · Original filing · Compare with another fund · Report an error

Net assets
74.4M $ including 73.2M $ in equities, 98.3 %
Positions
115 in 7 countries
Top ten
19.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101nVent Electric PLC 2,166256.2K $0.34 %
102Yelp Inc 10,201252.4K $0.34 %
103KB Home 4,752245.9K $0.33 %
104Workiva Inc 4,075243K $0.33 %
105ASGN Inc 6,247241.8K $0.33 %
106Tecnoglass Inc 4,336193.2K $0.26 %
107Malibu Boats Inc 7,167185.8K $0.25 %
108Bloom Energy Corp 1,276172.9K $0.23 %
109Rubrik Inc 3,385165.8K $0.22 %
110Inspire Medical Systems Inc 3,057157.7K $0.21 %
111Kratos Defense & Security Solutions, Inc. 2,217156.3K $0.21 %
112Dycom Industries Inc 414140.3K $0.19 %
113Ultragenyx Pharmaceutical Inc 6,531136.8K $0.18 %
114Atkore Inc 1,753103.3K $0.14 %
115SPS Commerce Inc 1,48882.8K $0.11 %

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Sector breakdown

  • Technology 4.2 %
  • Energy 3.2 %
  • Industrials 3.2 %
  • Health care 2.4 %
  • Consumer discretionary 2.4 %
  • Materials 2.3 %
  • Financials 2.2 %
  • Consumer staples 1.2 %
  • Communication 0.7 %
  • Unattributed 78.3 %

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 96.5 %
  • Canada 1.1 %
  • Bermuda 0.7 %
  • United Kingdom 0.7 %
  • Marshall Islands 0.4 %
  • Ireland 0.4 %
  • Cayman Islands 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States10970.6M $96.48 %
2Canada1810.7K $1.11 %
3Bermuda1511.2K $0.70 %
4United Kingdom1477.3K $0.65 %
5Marshall Islands1326.6K $0.45 %
6Ireland1256.2K $0.35 %
7Cayman Islands1193.2K $0.26 %
Cite this page

Titelia. "Holdings of Nomura VIP Opportunity Series". https://titelia.com/en/funds/S000065938