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Portfolio (Quarterly) Guide ↗

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

· CIK 0000912938
13F Portfolio $315.2B AUM 4,175 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1005 New
Page 47 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ZYMEWORKS INC 27,670.0 $723K NEW $26.14
922 SRPT SAREPTA THERAPEUTICS INC Healthcare 39,523.0 $710K NEW $17.97 +0.3%
923 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 22,613.0 $710K NEW $31.40 +10.4%
924 SEZL SEZZLE INC Financial Services 4,024.0 $691K NEW $171.63 -31.7%
925 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 8,252.0 $673K NEW $81.51 +7.8%
926 RCUS ARCUS BIOSCIENCES INC Healthcare 21,750.0 $671K NEW $30.83 -4.3%
927 FTRE FORTREA HLDGS INC Healthcare 38,282.0 $666K NEW $17.40 +1.1%
928 MXL MAXLINEAR INC Technology 5,194.0 $665K NEW $128.03 -43.3%
929 LQDA LIQUIDIA CORPORATION Healthcare 8,329.0 $664K NEW $79.73 -6.8%
930 HLNE HAMILTON LANE INC Financial Services 8,407.0 $663K NEW $78.83 +28.3%
931 BK BANK OF NY MELLON CORP Financial Services 4,567.0 $660K NEW $144.61 -1.9%
932 YSS YORK SPACE SYSTEMS INC Technology 26,267.0 $647K NEW $24.62 -57.7%
933 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 4,198.0 $642K NEW $152.82 -1.6%
934 WSO WATSCO INC Industrials 1,508.0 $628K NEW $416.73 -24.7%
935 WGS GENEDX HOLDINGS CORP Healthcare 9,126.0 $626K NEW $68.65 +11.2%
936 GSM FERROGLOBE PLC Basic Materials 193,821.0 $616K NEW $3.18 +30.8%
937 WMT WALMART INC Consumer Defensive 5,415.0 $613K NEW $113.26 +1.7%
938 VNDA VANDA PHARMACEUTICALS INC Healthcare 98,345.0 $602K NEW $6.12 -11.1%
939 CRVS CORVUS PHARMACEUTICALS INC Healthcare 39,828.0 $595K NEW $14.94 -0.7%
940 PTCT PTC THERAPEUTICS INC Healthcare 7,283.0 $594K NEW $81.57 -11.0%
Page 47 of 51  ·  1,005 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 17.6%
Healthcare 11.9%
Industrials 11.4%
Consumer Cyclical 7.4%
Communication Services 6.0%
Utilities 5.4%
Basic Materials 4.4%
Energy 3.9%
Consumer Defensive 3.0%