Titelia

Holdings of VIP Stock Selector Portfolio

Variable Insurance Products Fund · Original filing · Compare with another fund · Report an error

Net assets
4.5B $ including 4.4B $ in equities, 97.6 %
Positions
338 in 17 countries
Top ten
39.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Vaxcyte Inc 67,0003.9M $0.09 %
202Nuvalent Inc 38,0003.9M $0.09 %
203PPL Corp 101,0003.9M $0.09 %
204Teradyne Inc 12,8003.8M $0.08 %
205Sherwin-Williams Co/The 11,8003.8M $0.08 %
206Insulet Corp 18,0003.8M $0.08 %
207Churchill Downs Inc 41,8303.8M $0.08 %
208UMB Financial Corp 32,9003.7M $0.08 %
209CRH PLC 35,2003.7M $0.08 %
210Alimentation Couche-Tard Inc 65,2003.7M $0.08 %
211Medline Inc 82,0003.6M $0.08 %
212Samsung Electronics Co Ltd 30,4703.6M $0.08 %
213Evergy Inc 43,8003.6M $0.08 %
214United Rentals Inc 4,9003.6M $0.08 %
215Wyndham Hotels & Resorts Inc 43,9003.6M $0.08 %
216NiSource Inc 76,1003.6M $0.08 %
217West Pharmaceutical Services Inc 14,0003.5M $0.08 %
218Acadia Realty Trust 182,4003.5M $0.08 %
219Dick's Sporting Goods Inc 17,5003.5M $0.08 %
220Blue Owl Capital Inc 373,2003.4M $0.08 %
221Bio-Techne Corp 65,0003.4M $0.08 %
222Waystar Holding Corp 140,0003.4M $0.08 %
223Repligen Corp 28,5003.4M $0.07 %
224LEGEND BIOTECH CORP 185,0003.3M $0.07 %
225Popular Inc 24,4003.3M $0.07 %
226Crinetics Pharmaceuticals Inc 88,0003.2M $0.07 %
22710X Genomics Inc 150,0003.2M $0.07 %
228Stryker Corp 9,6003.2M $0.07 %
229Veracyte Inc 97,5003.1M $0.07 %
230PVH Corp 44,5403.1M $0.07 %
231Smurfit Westrock PLC 76,4003M $0.07 %
232LyondellBasell Industries NV 37,1003M $0.07 %
233Dow Inc 71,2003M $0.07 %
234Fox Corp 55,6003M $0.07 %
235DraftKings Inc 136,4002.9M $0.07 %
236BOK Financial Corp 23,0002.9M $0.07 %
237AST SpaceMobile Inc 35,1002.9M $0.06 %
238Amundi SA 33,8002.9M $0.06 %
239Unum Group 39,3402.9M $0.06 %
240Southern Co/The 29,6462.9M $0.06 %
241ASM International NV 3,7002.8M $0.06 %
242Solstice Advanced Materials Inc 36,5002.8M $0.06 %
243Privia Health Group Inc 135,0002.8M $0.06 %
244Disco Corp 6,8002.8M $0.06 %
245NNN REIT Inc 65,5002.8M $0.06 %
246Viridian Therapeutics Inc 140,0002.7M $0.06 %
247J M Smucker Co/The 28,3002.7M $0.06 %
248Kiniksa Pharmaceuticals International Plc 56,0002.7M $0.06 %
249Alignment Healthcare Inc 150,0002.6M $0.06 %
250LKQ Corp 89,1002.6M $0.06 %
251Disc Medicine Inc 40,0002.6M $0.06 %
252SLM Corp 117,2362.5M $0.06 %
253Somnigroup International Inc 33,7002.5M $0.06 %
254Lithia Motors Inc 9,9002.5M $0.05 %
255Floor & Decor Holdings Inc 48,2002.4M $0.05 %
256US Foods Holding Corp 26,5002.4M $0.05 %
257Albertsons Cos Inc 142,2002.4M $0.05 %
258Estee Lauder Cos Inc/The 33,7002.4M $0.05 %
259Cigna Group/The 9,0002.4M $0.05 %
260Praxis Precision Medicines Inc 7,4002.4M $0.05 %
261Boston Beer Co Inc/The 10,3002.4M $0.05 %
262Axsome Therapeutics Inc 14,0002.4M $0.05 %
263Kymera Therapeutics Inc 28,0002.3M $0.05 %
264Monster Beverage Corp 32,0002.3M $0.05 %
265Cytokinetics Inc 35,0002.3M $0.05 %
266Live Nation Entertainment Inc 15,1002.3M $0.05 %
267LifeStance Health Group Inc 350,0002.2M $0.05 %
268Alliant Energy Corp 30,5002.2M $0.05 %
269Expedia Group Inc 8,9002.1M $0.05 %
270CG oncology Inc 30,0002M $0.05 %
271Guardant Health Inc 21,0001.9M $0.04 %
272Nomad Foods Ltd 199,3821.9M $0.04 %
273Veeva Systems Inc 10,8001.9M $0.04 %
274Magnite Inc 158,7881.9M $0.04 %
275DoorDash Inc 11,8001.8M $0.04 %
276Mineralys Therapeutics Inc 65,0001.8M $0.04 %
277Dutch Bros Inc 34,3001.7M $0.04 %
278Altius Minerals Corp 49,2001.7M $0.04 %
279First Solar Inc 8,7001.7M $0.04 %
280Kimberly-Clark Corp 17,7001.7M $0.04 %
281Wintrust Financial Corp 12,2001.7M $0.04 %
282CoStar Group Inc 41,2001.7M $0.04 %
283Invitation Homes Inc 66,6001.7M $0.04 %
284Terreno Realty Corp 26,5001.6M $0.04 %
285Nextpower Inc 13,3001.6M $0.04 %
286Etsy Inc 32,0001.6M $0.04 %
287Balchem Corp 9,0001.5M $0.03 %
288Mosaic Co/The 59,8001.5M $0.03 %
289Birkenstock Holding Plc 42,2001.5M $0.03 %
290Olema Pharmaceuticals Inc 100,0001.5M $0.03 %
291General Motors Co 19,8001.5M $0.03 %
292Compass Inc 197,3001.4M $0.03 %
293Dollar Tree Inc 13,0001.4M $0.03 %
294BioNTech SE 16,0001.4M $0.03 %
295Valvoline Inc 42,1001.4M $0.03 %
296STRATHCONA RESOURCES LTD 45,1001.4M $0.03 %
297Galp Energia SGPS SA 55,9001.3M $0.03 %
298SUNOCO LP 20,2001.3M $0.03 %
299Kestra Medical Technologies Ltd 65,0001.3M $0.03 %
300CH Robinson Worldwide Inc 7,8001.3M $0.03 %

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Sector breakdown

  • Technology 32.2 %
  • Financials 10.5 %
  • Communication 10.3 %
  • Consumer discretionary 8.8 %
  • Industrials 8.6 %
  • Health care 6.2 %
  • Consumer staples 4.7 %
  • Energy 3.5 %
  • Utilities 2.4 %
  • Materials 1.8 %
  • Real estate 1.2 %
  • Unattributed 9.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 96.3 %
  • TWD 1.3 %
  • CAD 0.9 %
  • KRW 0.6 %
  • EUR 0.4 %
  • GBP 0.3 %
  • CHF 0.1 %
  • JPY 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.0 %
  • Taiwan 2.3 %
  • Canada 1.0 %
  • South Korea 0.6 %
  • Netherlands 0.5 %
  • United Kingdom 0.5 %
  • Bermuda 0.2 %
  • Belgium 0.2 %
  • Denmark 0.2 %
  • Cayman Islands 0.1 %
  • Switzerland 0.1 %
  • France 0.1 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3024.1B $93.97 %
2Taiwan6101.9M $2.32 %
3Canada842.5M $0.97 %
4South Korea227.6M $0.63 %
5Netherlands422.3M $0.51 %
6United Kingdom320.5M $0.47 %
7Bermuda210.6M $0.24 %
8Belgium110.4M $0.24 %
9Denmark19.1M $0.21 %
10Cayman Islands24.2M $0.10 %
11Switzerland14.1M $0.09 %
12France12.9M $0.07 %
Cite this page

Titelia. "Holdings of VIP Stock Selector Portfolio". https://titelia.com/en/funds/S000073966