Titelia

Holdings of SA Multi-Managed Mid Cap Growth Portfolio

SEASONS SERIES TRUST ·403 declared positions · as of Mar 31, 2026

Original filing · Net assets 144.2M $ · Ten largest lines: 24.3 % of the equity sleeve

Sector breakdown

  • Industrials 19.1 %
  • Consumer discretionary 13.1 %
  • Technology 11.8 %
  • Health care 9.5 %
  • Financials 5.5 %
  • Energy 2.8 %
  • Utilities 2.6 %
  • Communication 2.2 %
  • Materials 1.6 %
  • Consumer staples 1.0 %
  • Real estate 0.6 %
  • Funds 0.2 %
  • Unattributed 30.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.5 %
  • CAD 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.0 %
  • CA 1.9 %
  • SG 0.8 %
  • CH 0.7 %
  • KY 0.5 %
  • NL 0.4 %
  • BM 0.3 %
  • GB 0.2 %
  • IL 0.1 %
  • DK 0.1 %
  • IE 0.0 %
  • JE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US381134.8M $94.96 %
2CA62.6M $1.85 %
3SG11.2M $0.82 %
4CH11M $0.71 %
5KY5706.4K $0.50 %
6NL1615.6K $0.43 %
7BM1467.5K $0.33 %
8GB2270.3K $0.19 %
9IL198.1K $0.07 %
10DK174.3K $0.05 %
11IE163.3K $0.04 %
12JE147.3K $0.03 %

Positions

RankCompanySharesValueWeight
101Texas Roadhouse Inc 2,190361.7K $0.25 %
102Zillow Group Inc 8,705360.2K $0.25 %
103Lattice Semiconductor Corp 3,862358.2K $0.25 %
104Tyler Technologies Inc 1,041356.4K $0.25 %
105Dynatrace Inc 9,550353.2K $0.24 %
106Take-Two Interactive Software Inc 1,770349.6K $0.24 %
107Veralto Corp 3,788334.9K $0.23 %
108Sysco Corp 4,381312.5K $0.22 %
109Booz Allen Hamilton Holding Corp 3,941307.5K $0.21 %
110Jabil Inc 1,156307.1K $0.21 %
111GoDaddy Inc 3,665303K $0.21 %
112Dutch Bros Inc 5,848296.3K $0.21 %
113ResMed Inc 1,299291.6K $0.20 %
114Carnival Corp 11,174289.2K $0.20 %
115TKO Group Holdings Inc 1,429288.2K $0.20 %
116Ulta Beauty Inc 526274.9K $0.19 %
117Restaurant Brands International Inc 3,712274.3K $0.19 %
118Rollins Inc 5,116273.2K $0.19 %
119Flutter Entertainment PLC 2,671272.3K $0.19 %
120HEICO Corp 1,280270.2K $0.19 %
121Robinhood Markets Inc 3,838266K $0.18 %
122State Street Institutional US Government Money Market Fund 263,777263.8K $0.18 %
123Structure Therapeutics Inc 5,471263.7K $0.18 %
124Planet Fitness Inc 3,423254.6K $0.18 %
125Deckers Outdoor Corp 2,477247.9K $0.17 %
126Paychex Inc 2,678246.7K $0.17 %
127Affirm Holdings Inc 5,383246.6K $0.17 %
128Sprouts Farmers Market Inc 3,163244K $0.17 %
129Monster Beverage Corp 3,178230.3K $0.16 %
130Celsius Holdings Inc 6,233221.1K $0.15 %
131Procore Technologies Inc 3,846219.2K $0.15 %
132UL Solutions Inc 2,529216.8K $0.15 %
133Penumbra Inc 641210.5K $0.15 %
134Manhattan Associates Inc 1,476196.5K $0.14 %
135EMCOR Group Inc 262193.4K $0.13 %
136Ralph Lauren Corp 555190.9K $0.13 %
137Casey's General Stores Inc 262190.7K $0.13 %
138Gartner Inc 1,196189.4K $0.13 %
139Okta Inc 2,398188.7K $0.13 %
140Neurocrine Biosciences Inc 1,420187.1K $0.13 %
141Valvoline Inc 5,484184.7K $0.13 %
142Domino's Pizza Inc 512183.7K $0.13 %
143RBC Bearings Inc 334181.4K $0.13 %
144TD SYNNEX Corp 1,070180.5K $0.13 %
145Wingstop Inc 1,164180.4K $0.13 %
146Anglogold Ashanti Plc 1,794174.7K $0.12 %
147CBRE Group Inc 1,277173K $0.12 %
148Trade Desk Inc/The 7,482169.8K $0.12 %
149Karman Holdings Inc 2,073165.9K $0.12 %
150Equitable Holdings Inc 4,406163.5K $0.11 %
151XPO Inc 830161.5K $0.11 %
152Paylocity Holding Corp 1,485160.4K $0.11 %
153Waters Corp 536159.6K $0.11 %
154Chewy Inc 5,828157.4K $0.11 %
155Exelixis Inc 3,654156.7K $0.11 %
156Core & Main Inc 3,167156.4K $0.11 %
157Lululemon Athletica Inc 1,010154.6K $0.11 %
158Murphy USA Inc 292144.2K $0.10 %
159SharkNinja Inc 1,306138.3K $0.10 %
160Ferguson Enterprises Inc 592138.1K $0.10 %
161Masimo Corp 776138K $0.10 %
162AAON Inc 1,664137.7K $0.10 %
163NetApp Inc 1,333136.5K $0.09 %
164TPG Inc 3,365136.3K $0.09 %
165MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 613136.1K $0.09 %
166Lumentum Holdings Inc 193135.6K $0.09 %
167BWX Technologies Inc 661135.2K $0.09 %
168Rubrik Inc 2,749134.6K $0.09 %
169Coinbase Global Inc 769134.3K $0.09 %
170Churchill Downs Inc 1,489133.8K $0.09 %
171Steel Dynamics Inc 736132.5K $0.09 %
172Encompass Health Corp 1,369132.4K $0.09 %
173Norwegian Cruise Line Holdings Ltd 6,979130.5K $0.09 %
174Kinsale Capital Group Inc 378129.1K $0.09 %
175Halozyme Therapeutics Inc 1,988128.5K $0.09 %
176Onto Innovation Inc 614125.9K $0.09 %
177Docusign Inc 2,562121.5K $0.08 %
178Tenet Healthcare Corp 630118.9K $0.08 %
179ExlService Holdings Inc 3,823116.4K $0.08 %
180Williams-Sonoma Inc 635115.8K $0.08 %
181Elastic NV 2,303115.1K $0.08 %
182Old Dominion Freight Line Inc 584114.1K $0.08 %
183BJ's Wholesale Club Holdings Inc 1,146112.8K $0.08 %
184Appfolio Inc 708111.7K $0.08 %
185Rockwell Automation Inc 311111.6K $0.08 %
186Equifax Inc 612110.2K $0.08 %
187EquipmentShare.com Inc 5,332108.6K $0.08 %
188Loar Holdings Inc 1,795102.8K $0.07 %
189Twilio Inc 814102.4K $0.07 %
190Kymera Therapeutics Inc 1,228102.3K $0.07 %
191Hubbell Inc 207101.6K $0.07 %
192Arthur J Gallagher & Co 468101.4K $0.07 %
193InterDigital Inc 334100.9K $0.07 %
194Entegris Inc 853100K $0.07 %
195Doximity Inc 4,27799.7K $0.07 %
196Blue Owl Capital Inc 10,82698.8K $0.07 %
197Globe Life Inc 71098.8K $0.07 %
198Nutanix Inc 2,59998.8K $0.07 %
199Tower Semiconductor Ltd 55998.1K $0.07 %
200TechnipFMC PLC 1,38495.7K $0.07 %