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Portfolio (Quarterly) Guide ↗

VICTORY CAPITAL MANAGEMENT INC

· CIK 0001040188
13F Portfolio $156.1B AUM 2,565 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 1099 Added 1042 Reduced 107 Exited
Page 80 of 121  ·  2,410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 NVMI NOVA LTD Technology 4,992.0 $2.2M 0.00% -1K -17.6% $434.28 +14.3%
1582 CPNG COUPANG INC Consumer Cyclical 114,655.0 $2.2M 0.00% +20K +21.3% $18.88 -16.7%
1583 SIMO SILICON MOTION TECHNOLOGY CO Technology 19,230.0 $2.2M 0.00% -120.0 -0.6% $112.29 +129.8%
1584 TWST TWIST BIOSCIENCE CORP Healthcare 45,411.0 $2.2M 0.00% +8K +20.9% $47.52 +12.9%
1585 ICHR ICHOR HOLDINGS Technology 45,905.0 $2.1M 0.00% -15K -24.1% $46.61 +40.1%
1586 MBX MBX BIOSCIENCES INC Healthcare 71,028.0 $2.1M 0.00% NEW $29.85 +6.5%
1587 FLNC FLUENCE ENERGY INC Utilities 153,441.0 $2.1M 0.00% +143K +1384.8% $13.76 +46.7%
1588 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 80,138.0 $2.1M 0.00% -55K -40.6% $26.24 +15.5%
1589 PACS PACS GROUP INC Financial Services 65,371.0 $2.1M 0.00% NEW $32.12 +17.6%
1590 SCSC SCANSOURCE INC Technology 57,637.0 $2.1M 0.00% $36.30 +18.7%
1591 BAP CREDICORP LTD Financial Services 6,163.0 $2.1M 0.00% NEW $339.18 +1.4%
1592 FTRE FORTREA HLDGS INC Healthcare 220,871.0 $2.1M 0.00% +207K +1499.0% $9.42 +39.5%
1593 PENG PENGUIN SOLUTIONS INC Technology 117,560.0 $2.1M 0.00% +4K +3.8% $17.60 +177.3%
1594 TK TEEKAY CORPORATION LTD Energy 168,776.0 $2.1M 0.00% -21K -11.2% $12.21 +15.9%
1595 FOX FOX CORP Communication Services 38,471.0 $2.0M 0.00% -2K -5.5% $53.10 +8.5%
1596 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 36,641.0 $2.0M 0.00% +25K +211.9% $55.65 +4.5%
1597 SIGA SIGA TECHNOLOGIES INC Healthcare 376,571.0 $2.0M 0.00% +37K +10.8% $5.35 -16.1%
1598 CARS CARS COM INC Consumer Cyclical 247,645.0 $2.0M 0.00% +113K +83.4% $8.12 +17.9%
1599 NVO NOVO-NORDISK A S Healthcare 54,657.0 $2.0M 0.00% -129K -70.3% $36.75 +20.8%
1600 MAC MACERICH CO Real Estate 106,176.0 $2.0M 0.00% +22K +25.4% $18.90 +18.4%
Page 80 of 121  ·  2,410 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 27.3%
Financial Services 12.1%
Industrials 11.6%
Consumer Cyclical 10.7%
Healthcare 10.0%
Communication Services 7.1%
Energy 5.2%
Utilities 4.7%
Consumer Defensive 4.6%
Basic Materials 4.4%