Holdings (Monthly)
Guide ↗
Transamerica US Growth
· Transamerica Funds| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 67066G104 | Jan 2026 | 1,729,408 | $330.5M | 11.63% | EC |
| 2 | Apple Inc | 037833100 | Jan 2026 | 915,155 | $237.5M | 8.36% | EC |
| 3 | Alphabet Inc | 02079K305 | Jan 2026 | 676,536 | $228.7M | 8.05% | EC |
| 4 | Microsoft Corp | 594918104 | Jan 2026 | 420,918 | $181.1M | 6.37% | EC |
| 5 | Broadcom Inc | 11135F101 | Jan 2026 | 491,652 | $162.9M | 5.73% | EC |
| 6 | Amazon.com Inc | 023135106 | Jan 2026 | 648,400 | $155.2M | 5.46% | EC |
| 7 | Meta Platforms Inc | 30303M102 | Jan 2026 | 188,137 | $134.8M | 4.74% | EC |
| 8 | Eli Lilly & Co | 532457108 | Jan 2026 | 101,307 | $105.1M | 3.70% | EC |
| 9 | Mastercard Inc | 57636Q104 | Jan 2026 | 144,684 | $78.0M | 2.74% | EC |
| 10 | Tesla Inc | 88160R101 | Jan 2026 | 167,978 | $72.3M | 2.54% | EC |
| 11 | Netflix Inc | 64110L106 | Jan 2026 | 566,870 | $47.3M | 1.67% | EC |
| 12 | General Electric Co | 369604301 | Jan 2026 | 143,592 | $44.1M | 1.55% | EC |
| 13 | Advanced Micro Devices Inc | 007903107 | Jan 2026 | 183,132 | $43.4M | 1.53% | EC |
| 14 | KLA Corp | 482480100 | Jan 2026 | 30,048 | $42.9M | 1.51% | EC |
| 15 | Arista Networks Inc | 040413205 | Jan 2026 | 293,274 | $41.6M | 1.46% | EC |
| 16 | Amphenol Corp | 032095101 | Jan 2026 | 255,152 | $36.8M | 1.29% | EC |
| 17 | Oracle Corp | 68389X105 | Jan 2026 | 219,623 | $36.1M | 1.27% | EC |
| 18 | Vertex Pharmaceuticals Inc | 92532F100 | Jan 2026 | 73,606 | $34.6M | 1.22% | EC |
| 19 | Hilton Worldwide Holdings Inc | 43300A203 | Jan 2026 | 113,820 | $34.0M | 1.20% | EC |
| 20 | Cadence Design Systems Inc | 127387108 | Jan 2026 | 106,801 | $31.7M | 1.11% | EC |
| 21 | Walmart Inc | 931142103 | Jan 2026 | 262,492 | $31.3M | 1.10% | EC |
| 22 | Palo Alto Networks Inc | 697435105 | Jan 2026 | 166,788 | $29.5M | 1.04% | EC |
| 23 | Sherwin-Williams Co/The | 824348106 | Jan 2026 | 82,978 | $29.4M | 1.04% | EC |
| 24 | Caterpillar Inc | 149123101 | Jan 2026 | 42,921 | $28.2M | 0.99% | EC |
| 25 | Lowe's Cos Inc | 548661107 | Jan 2026 | 100,728 | $26.9M | 0.95% | EC |
| 26 | Royal Caribbean Cruises Ltd | 000000000 | Jan 2026 | 79,935 | $26.0M | 0.91% | EC |
| 27 | DoorDash Inc | 25809K105 | Jan 2026 | 123,883 | $25.3M | 0.89% | EC |
| 28 | Chipotle Mexican Grill Inc | 169656105 | Jan 2026 | 639,648 | $24.9M | 0.87% | EC |
| 29 | Intuit Inc | 461202103 | Jan 2026 | 48,562 | $24.2M | 0.85% | EC |
| 30 | GE Vernova Inc | 36828A101 | Jan 2026 | 33,084 | $24.0M | 0.85% | EC |
| 31 | BJ's Wholesale Club Holdings Inc | 05550J101 | Jan 2026 | 258,789 | $23.9M | 0.84% | EC |
| 32 | Palantir Technologies Inc | 69608A108 | Jan 2026 | 162,585 | $23.8M | 0.84% | EC |
| 33 | Ferguson Enterprises Inc | 31488V107 | Jan 2026 | 91,333 | $23.1M | 0.81% | EC |
| 34 | FTAI Aviation Ltd | 000000000 | Jan 2026 | 83,250 | $22.7M | 0.80% | EC |
| 35 | American Express Co | 025816109 | Jan 2026 | 63,206 | $22.3M | 0.78% | EC |
| 36 | O'Reilly Automotive Inc | 67103H107 | Jan 2026 | 219,800 | $21.6M | 0.76% | EC |
| 37 | Coherent Corp | 19247G107 | Jan 2026 | 98,679 | $20.9M | 0.74% | EC |
| 38 | Liberty Media Corp-Liberty Formula One | 531229755 | Jan 2026 | 233,654 | $20.3M | 0.72% | EC |
| 39 | Visa Inc | 92826C839 | Jan 2026 | 61,639 | $19.8M | 0.70% | EC |
| 40 | KKR & Co Inc | 48251W104 | Jan 2026 | 166,463 | $19.0M | 0.67% | EC |
| 41 | PTC Inc | 69370C100 | Jan 2026 | 113,499 | $17.7M | 0.62% | EC |
| 42 | Wells Fargo & Co | 949746101 | Jan 2026 | 190,611 | $17.2M | 0.61% | EC |
| 43 | Interactive Brokers Group Inc | 45841N107 | Jan 2026 | 228,484 | $17.1M | 0.60% | EC |
| 44 | Shopify Inc | 82509L107 | Jan 2026 | 129,715 | $17.0M | 0.60% | EC |
| 45 | AppLovin Corp | 03831W108 | Jan 2026 | 35,808 | $16.9M | 0.60% | EC |
| 46 | Dexcom Inc | 252131107 | Jan 2026 | 227,221 | $16.6M | 0.58% | EC |
| 47 | Samsara Inc | 79589L106 | Jan 2026 | 587,410 | $16.5M | 0.58% | EC |
| 48 | Veeva Systems Inc | 922475108 | Jan 2026 | 76,996 | $15.7M | 0.55% | EC |
| 49 | Cummins Inc | 231021106 | Jan 2026 | 26,554 | $15.4M | 0.54% | EC |
| 50 | Axon Enterprise Inc | 05464C101 | Jan 2026 | 30,032 | $14.5M | 0.51% | EC |
| 51 | Natera Inc | 632307104 | Jan 2026 | 60,017 | $13.9M | 0.49% | EC |
| 52 | Builders FirstSource Inc | 12008R107 | Jan 2026 | 110,244 | $12.6M | 0.44% | EC |
| 53 | Fixed Income Clearing Corp | 000000000 | Jan 2026 | 12,528,516 | $12.5M | 0.44% | RA |
| 54 | Micron Technology Inc | 595112103 | Jan 2026 | 29,954 | $12.4M | 0.44% | EC |
| 55 | Analog Devices Inc | 032654105 | Jan 2026 | 39,444 | $12.3M | 0.43% | EC |
| 56 | Ares Management Corp | 03990B101 | Jan 2026 | 73,381 | $11.0M | 0.39% | EC |
| 57 | Cloudflare Inc | 18915M107 | Jan 2026 | 60,908 | $10.8M | 0.38% | EC |
| 58 | EchoStar Corp | 278768106 | Jan 2026 | 92,718 | $10.5M | 0.37% | EC |
| 59 | Credo Technology Group Holding Ltd | 000000000 | Jan 2026 | 76,101 | $9.5M | 0.34% | EC |
| 60 | Klarna Group PLC | 000000000 | Jan 2026 | 315,976 | $7.3M | 0.26% | EC |