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Holdings (Monthly) Guide ↗

Large-Cap Growth Portfolio

· Pacific Select Fund
Monthly Holdings $1.5B AUM 123 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jun 2026 890,222 $178.1M 12.28% EC
2 Alphabet Inc 02079K305 Jun 2026 491,578 $175.7M 12.11% EC
3 Amazon.com Inc 023135106 Jun 2026 356,441 $85.0M 5.86% EC
4 Meta Platforms Inc 30303M102 Jun 2026 128,125 $72.2M 4.98% EC
5 Taiwan Semiconductor Manufacturing Co Ltd 874039100 Jun 2026 145,532 $69.5M 4.79% EC
6 Apple Inc 037833100 Jun 2026 210,855 $61.0M 4.21% EC
7 Micron Technology Inc 595112103 Jun 2026 52,551 $60.7M 4.18% EC
8 Eli Lilly & Co 532457108 Jun 2026 44,250 $53.1M 3.66% EC
9 Royalty Pharma PLC 000000000 Jun 2026 754,963 $42.3M 2.92% EC
10 Broadcom Inc 11135F101 Jun 2026 107,309 $40.5M 2.79% EC
11 ASML Holding NV 000000000 Jun 2026 14,342 $28.5M 1.97% EC
12 General Electric Co 369604301 Jun 2026 67,977 $25.4M 1.75% EC
13 Arista Networks Inc 040413205 Jun 2026 140,763 $23.9M 1.65% EC
14 Shopify Inc 82509L107 Jun 2026 195,548 $22.3M 1.54% EC
15 Lowe's Cos Inc 548661107 Jun 2026 99,815 $22.0M 1.52% EC
16 Tesla Inc 88160R101 Jun 2026 48,764 $20.5M 1.41% EC
17 Palo Alto Networks Inc 697435105 Jun 2026 58,025 $19.8M 1.36% EC
18 CLEAR STREET 000000000 Jun 2026 19,672,688 $19.7M 1.36% RA
19 Carpenter Technology Corp 144285103 Jun 2026 30,513 $18.8M 1.30% EC
20 Corning Inc 219350105 Jun 2026 68,500 $17.5M 1.21% EC
21 Deere & Co 244199105 Jun 2026 26,321 $16.7M 1.15% EC
22 Pacific Life U.S. Government Fund Direct 000000000 Jun 2026 15,901,044 $15.9M 1.10% STIV
23 GE Vernova Inc 36828A101 Jun 2026 13,419 $15.8M 1.09% EC
24 Biogen Inc 09062X103 Jun 2026 69,507 $15.0M 1.04% EC
25 Synopsys Inc 871607107 Jun 2026 32,239 $14.4M 0.99% EC
26 SiTime Corp 82982T106 Jun 2026 19,151 $14.3M 0.98% EC
27 Philip Morris International Inc 718172109 Jun 2026 76,784 $13.9M 0.96% EC
28 Intel Corp 458140100 Jun 2026 98,520 $13.8M 0.95% EC
29 UCB SA 000000000 Jun 2026 45,686 $13.7M 0.94% EC
30 Morgan Stanley 617446448 Jun 2026 64,042 $13.4M 0.92% EC
31 Gilead Sciences Inc 375558103 Jun 2026 104,022 $13.1M 0.91% EC
32 Crowdstrike Holdings Inc 22788C105 Jun 2026 16,000 $12.2M 0.84% EC
33 Live Nation Entertainment Inc 538034109 Jun 2026 61,188 $11.2M 0.77% EC
34 ROBLOX Corp 771049103 Jun 2026 189,537 $10.3M 0.71% EC
35 Westinghouse Air Brake Technologies Corp 929740108 Jun 2026 35,964 $9.7M 0.67% EC
36 Goldman Sachs Group Inc/The 38141G104 Jun 2026 9,202 $9.3M 0.64% EC
37 SWIB 000000000 Jun 2026 9,114,496 $9.1M 0.63% RA
38 Arthur J Gallagher & Co 363576109 Jun 2026 39,541 $9.1M 0.63% EC
39 UL Solutions Inc 903731107 Jun 2026 81,395 $8.3M 0.57% EC
40 British American Tobacco PLC 110448107 Jun 2026 131,624 $8.1M 0.56% EC
41 Ferguson Enterprises Inc 31488V107 Jun 2026 32,687 $7.8M 0.54% EC
42 BE Semiconductor Industries NV 000000000 Jun 2026 22,850 $7.5M 0.52% EC
43 Toast Inc 888787108 Jun 2026 253,613 $7.1M 0.49% EC
44 Vale SA 91912E105 Jun 2026 414,403 $6.2M 0.43% EC
45 Ingersoll Rand Inc 45687V106 Jun 2026 74,822 $6.1M 0.42% EC
46 BYD Co Ltd 000000000 Jun 2026 654,668 $6.1M 0.42% EC
47 Nokia Oyj 000000000 Jun 2026 454,300 $6.1M 0.42% EC
48 Align Technology Inc 016255101 Jun 2026 35,329 $6.0M 0.41% EC
49 Martin Marietta Materials Inc 573284106 Jun 2026 10,202 $5.9M 0.41% EC
50 Tencent Holdings Ltd 000000000 Jun 2026 102,697 $5.7M 0.39% EC
51 ServiceTitan Inc 81764X103 Jun 2026 78,074 $5.5M 0.38% EC
52 Samsara Inc 79589L106 Jun 2026 164,123 $5.3M 0.37% EC
53 Space Exploration Technologies Corp 84615Q103 Jun 2026 30,000 $5.1M 0.35% EC
54 BioNTech SE 09075V102 Jun 2026 53,528 $5.0M 0.34% EC
55 Rocket Cos Inc 77311W101 Jun 2026 311,139 $4.9M 0.34% EC
56 DR Horton Inc 23331A109 Jun 2026 29,739 $4.8M 0.33% EC
57 Etsy Inc 29786A106 Jun 2026 63,156 $4.8M 0.33% EC
58 Cytokinetics Inc 23282W605 Jun 2026 53,527 $4.6M 0.31% EC
59 Dutch Bros Inc 26701L100 Jun 2026 62,100 $4.5M 0.31% EC
60 Beam Therapeutics Inc 07373V105 Jun 2026 129,052 $4.4M 0.31% EC
61 Corcept Therapeutics Inc 218352102 Jun 2026 50,585 $4.4M 0.30% EC
62 Nextpower Inc 65290E101 Jun 2026 36,790 $4.4M 0.30% EC
63 Games Workshop Group PLC 000000000 Jun 2026 14,213 $4.1M 0.28% EC
64 eBay Inc 278642103 Jun 2026 32,701 $3.7M 0.25% EC
65 Carnival Corp Ltd 000000000 Jun 2026 118,850 $3.4M 0.23% EC
66 AppLovin Corp 03831W108 Jun 2026 6,400 $3.3M 0.23% EC
67 Moderna Inc 60770K107 Jun 2026 45,478 $3.2M 0.22% EC
68 Interactive Brokers Group Inc 45841N107 Jun 2026 35,769 $3.1M 0.21% EC
69 Furukawa Electric Co Ltd 000000000 Jun 2026 102,000 $3.1M 0.21% EC
70 Natera Inc 632307104 Jun 2026 10,016 $2.7M 0.19% EC
71 Zeta Global Holdings Corp 98956A105 Jun 2026 132,622 $2.6M 0.18% EC
72 Krystal Biotech Inc 501147102 Jun 2026 5,799 $2.2M 0.15% EC
73 Savers Value Village Inc 80517M109 Jun 2026 209,645 $2.1M 0.15% EC
74 Compass Inc 20464U100 Jun 2026 170,800 $2.1M 0.15% EC
75 Bullish 000000000 Jun 2026 87,996 $2.1M 0.14% EC
76 Robinhood Markets Inc 770700102 Jun 2026 19,009 $1.9M 0.13% EC
77 Newamsterdam Pharma Co NV 000000000 Jun 2026 55,796 $1.9M 0.13% EC
78 10X Genomics Inc 88025U109 Jun 2026 48,370 $1.9M 0.13% EC
79 Sea Ltd 81141R100 Jun 2026 16,200 $1.6M 0.11% EC
80 Kura Sushi USA Inc 501270102 Jun 2026 25,864 $1.5M 0.10% EC
81 XOMA Royalty Corp 98419J206 Jun 2026 33,939 $1.4M 0.10% EC
82 Legend Biotech Corp 52490G102 Jun 2026 44,147 $1.3M 0.09% EC
83 Cerebras Systems Inc 15675D103 Jun 2026 5,700 $1.3M 0.09% EC
84 Zevra Therapeutics Inc 488445206 Jun 2026 87,527 $1.3M 0.09% EC
85 Figure Technology Solutions Inc 349381103 Jun 2026 40,400 $1.2M 0.09% EC
86 Kering SA 000000000 Jun 2026 4,300 $1.2M 0.08% EC
87 Bio-Techne Corp 09073M104 Jun 2026 16,194 $1.1M 0.08% EC
88 Baidu Inc 056752108 Jun 2026 9,800 $1.1M 0.08% EC
89 Coinbase Global Inc 19260Q107 Jun 2026 7,358 $1.1M 0.07% EC
90 Astera Labs Inc 04626A103 Jun 2026 2,201 $1.1M 0.07% EC
91 Chemometec A/S 000000000 Jun 2026 18,524 $1.0M 0.07% EC
92 Zscaler Inc 98980G102 Jun 2026 6,846 $966K 0.07% EC
93 Immunocore Holdings PLC 45258D105 Jun 2026 25,652 $814K 0.06% EC
94 Moody's Corp 615369105 Jun 2026 1,533 $694K 0.05% EC
95 Eagle Materials Inc 26969P108 Jun 2026 2,971 $668K 0.05% EC
96 Simpson Manufacturing Co Inc 829073105 Jun 2026 3,099 $649K 0.04% EC
97 DroneShield Ltd 000000000 Jun 2026 331,189 $557K 0.04% EC
98 Codexis Inc 192005106 Jun 2026 213,439 $482K 0.03% EC
99 Appfolio Inc 03783C100 Jun 2026 2,527 $405K 0.03% EC
100 BitMine Immersion Technologies Inc 09175A206 Jun 2026 29,227 $389K 0.03% EC
101 Immuneering Corp 45254E107 Jun 2026 76,219 $380K 0.03% EC
102 Spyre Therapeutics Inc 00773J202 Jun 2026 4,100 $364K 0.03% EC
103 Boeing Co/The 097023105 Jun 2026 1,532 $332K 0.02% EC
104 Janux Therapeutics Inc 47103J105 Jun 2026 21,240 $326K 0.02% EC
105 CONTRA CYBERARK SOFTWA 000000000 Jun 2026 6,400 $288K 0.02% EC
106 Ceribell Inc 15678C102 Jun 2026 14,013 $273K 0.02% EC
107 Kardigan Inc 485925101 Jun 2026 9,605 $229K 0.02% EC
108 Centessa Pharmaceuticals PLC 152CVR015 Jun 2026 66,528 $166K 0.01% DE
109 Accenture PLC 000000000 Jun 2026 1,126 $140K 0.01% EC
110 MaxCyte Inc 57777K106 Jun 2026 109,790 $135K 0.01% EC
111 SailPoint Inc 78781J109 Jun 2026 8,500 $124K 0.01% EC
112 Aclaris Therapeutics Inc 00461U105 Jun 2026 19,779 $105K 0.01% EC
113 Loar Holdings Inc 53947R105 Jun 2026 1,245 $100K 0.01% EC
114 Eikon Therapeutics Inc 282564103 Jun 2026 6,500 $85K 0.01% EC
115 Figma Inc 316841105 Jun 2026 3,300 $60K 0.00% EC
116 Vor BioPharma Inc 929033207 Jun 2026 2,905 $53K 0.00% EC
117 RxSight Inc 78349D107 Jun 2026 6,776 $33K 0.00% EC
118 Pulmonx Corp 745848101 Jun 2026 23,292 $30K 0.00% EC
119 Seres Therapeutics Inc 81750R201 Jun 2026 1,430 $11K 0.00% EC
120 Hookipa Pharma Inc 43906K209 Jun 2026 8,859 $10K 0.00% EC
121 CONTRA BLUEPRINT MEDIC 096CVR048 Jun 2026 4,426 $4K 0.00% DE
122 Synlogic Inc 87166L209 Jun 2026 5,323 $4K 0.00% EC
123 CONTRA GAMIDA CELL LTD 000000000 Jun 2026 334,500 $0 0.00% DE