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Holdings (Monthly) Guide ↗

MFS Growth Fund

· MFS Series Trust II
Monthly Holdings $41.7B AUM 42 positions Period May 2026 Filed Jul 23, 2026 EDGAR ↗ ← All Funds
All 17 New 11 Added 42 Reduced 9 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp. 67066G104 Feb 2026 30,131,304 -1,209,779 $6.36B +14.6% 15.27% EC
2 Apple, Inc. 037833100 Feb 2026 12,681,456 -1,183,794 $3.96B +8.0% 9.50% EC
3 Alphabet, Inc. 02079K305 Feb 2026 10,221,086 -89,567 $3.89B +20.9% 9.33% EC
4 Microsoft Corp. 594918104 Feb 2026 6,967,003 -2,641,375 $3.14B -16.9% 7.53% EC
5 Amazon.com, Inc. 023135106 Feb 2026 11,282,427 -376,582 $3.05B +24.7% 7.33% EC
6 Mastercard, Inc. 57636Q104 Feb 2026 2,342,093 -20,524 $1.16B -5.3% 2.78% EC
7 GE Vernova, Inc. 36828A101 Feb 2026 1,011,937 -122,869 $979.9M -1.2% 2.35% EC
8 Meta Platforms, Inc. 30303M102 Feb 2026 1,480,169 -456,406 $936.2M -25.4% 2.25% EC
9 Seagate Technology Holdings plc N/A Feb 2026 867,660 -22,406 $763.4M +66.6% 1.83% EC
10 Taiwan Semiconductor Manufacturing Co. Ltd. 874039100 Feb 2026 1,666,888 -14,607 $697.5M +10.7% 1.67% EC
11 Thermo Fisher Scientific, Inc. 883556102 Feb 2026 1,162,067 -55,678 $572.3M -9.8% 1.37% EC
12 KLA Corp. 482480100 Feb 2026 268,927 -2,357 $516.8M +25.0% 1.24% EC
13 Hilton Worldwide Holdings, Inc. 43300A203 Feb 2026 1,564,907 -13,713 $512.8M +4.2% 1.23% EC
14 Howmet Aerospace, Inc. 443201108 Feb 2026 1,897,166 -603,102 $489.9M -25.4% 1.18% EC
15 Amphenol Corp. 032095101 Feb 2026 3,204,835 -2,379,230 $476.8M -41.5% 1.14% EC
16 Nasdaq, Inc. 631103108 Feb 2026 4,517,738 -39,589 $418.0M +4.7% 1.00% EC
17 Cadence Design Systems, Inc. 127387108 Feb 2026 1,063,502 -9,320 $398.7M +23.3% 0.96% EC
18 Danaher Corp. 235851102 Feb 2026 2,069,363 -141,732 $378.0M -18.8% 0.91% EC
19 Monster Beverage Corp. 61174X109 Feb 2026 4,252,754 -37,267 $374.6M +2.4% 0.90% EC
20 Starbucks Corp. 855244109 Feb 2026 3,584,412 -31,411 $355.4M +0.3% 0.85% EC
21 Gilead Sciences, Inc. 375558103 Feb 2026 2,579,164 -22,601 $346.7M -10.5% 0.83% EC
22 Goldman Sachs Group, Inc. (The) 38141G104 Feb 2026 316,218 -2,771 $324.3M +18.3% 0.78% EC
23 Applied Materials, Inc. 038222105 Feb 2026 682,219 -5,978 $307.0M +19.8% 0.74% EC
24 Philip Morris International, Inc. 718172109 Feb 2026 1,685,313 -376,701 $298.9M -22.4% 0.72% EC
25 Shopify, Inc. 82509L107 Feb 2026 2,307,555 -20,222 $273.9M -2.5% 0.66% EC
26 Snowflake, Inc. 833445109 Feb 2026 1,035,964 -134,602 $264.7M +34.3% 0.64% EC
27 Vulcan Materials Co. 929160109 Feb 2026 919,064 -8,054 $260.0M -9.5% 0.62% EC
28 Uber Technologies, Inc. 90353T100 Feb 2026 3,548,455 -31,095 $249.8M -7.5% 0.60% EC
29 O'Reilly Automotive, Inc. 67103H107 Feb 2026 2,490,665 -21,826 $216.4M -8.3% 0.52% EC
30 Abbott Laboratories 002824100 Feb 2026 2,394,820 -20,986 $205.0M -27.1% 0.49% EC
31 Autodesk, Inc. 052769106 Feb 2026 858,923 -1,125,138 $198.7M -59.3% 0.48% EC
32 LPL Financial Holdings, Inc. 50212V100 Feb 2026 716,426 -76,588 $196.1M -17.7% 0.47% EC
33 Boston Scientific Corp. 101137107 Feb 2026 3,471,595 -30,422 $167.7M -37.7% 0.40% EC
34 Take-Two Interactive Software, Inc. 874054109 Feb 2026 710,559 -483,197 $159.3M -36.9% 0.38% EC
35 Emerson Electric Co. 291011104 Feb 2026 1,029,759 -9,024 $148.1M -5.4% 0.36% EC
36 KKR & Co., Inc. 48251W104 Feb 2026 1,444,724 -2,362,423 $138.6M -58.5% 0.33% EC
37 Curtiss-Wright Corp. 231561101 Feb 2026 179,383 -1,571 $134.1M +5.8% 0.32% EC
38 PNC Financial Services Group, Inc. (The) 693475105 Feb 2026 506,931 -4,442 $112.1M +3.2% 0.27% EC
39 Axon Enterprise, Inc. 05464C101 Feb 2026 248,260 -2,176 $111.4M -18.0% 0.27% EC
40 MongoDB, Inc. 60937P106 Feb 2026 331,194 -2,902 $111.1M +1.3% 0.27% EC
41 CBRE Group, Inc. 12504L109 Feb 2026 540,852 -640,696 $67.6M -61.2% 0.16% EC
42 Agilent Technologies, Inc. 00846U101 Feb 2026 287,558 -1,099,902 $39.0M -76.9% 0.09% EC