Titelia

Holdings of Victory Science & Technology Fund

Victory Portfolios III · 178 declared positions · as of Apr 30, 2026

Original filing · Net assets 1.4B $ · Ten largest lines: 45.1 % of the equity sleeve

Sector breakdown

  • Technology 53.1 %
  • Communication 12.4 %
  • Consumer discretionary 4.0 %
  • Health care 3.3 %
  • Financials 1.7 %
  • Industrials 0.2 %
  • Unattributed 25.4 %

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

Currency breakdown

  • USD 99.0 %
  • KRW 0.5 %
  • TWD 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.4 %
  • KY 1.2 %
  • CA 1.0 %
  • NL 0.8 %
  • KR 0.5 %
  • TW 0.5 %
  • SG 0.3 %
  • IL 0.3 %
  • GB 0.0 %
  • CH 0.0 %
  • HK 0.0 %
  • BE 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1571.3B $95.37 %
KY115.9M $1.17 %
CA413.9M $1.03 %
NL311.1M $0.82 %
KR16.8M $0.50 %
TW16.4M $0.47 %
SG14.4M $0.33 %
IL23.7M $0.27 %
GB2163.3K $0.01 %
CH295.9K $0.01 %
HK278K $0.01 %
BE175.1K $0.01 %

Positions

CompanySharesValueWeight
NVIDIA Corp 740,298147.7M $10.49 %
Microsoft Corp 188,34376.8M $5.45 %
Meta Platforms Inc 124,34276.1M $5.40 %
Broadcom Inc 134,81556.3M $3.99 %
Alphabet Inc 145,56656M $3.98 %
Amazon.com Inc 196,40852.1M $3.69 %
Monolithic Power Systems Inc 23,80838.4M $2.73 %
Coherent Corp 120,16438.4M $2.73 %
Lam Research Corp 143,85437.1M $2.63 %
AppLovin Corp 73,98433M $2.34 %
Arista Networks Inc 173,82630M $2.13 %
Apple Inc 105,41628.6M $2.03 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 91,03125.6M $1.82 %
Revolution Medicines Inc 152,37822M $1.56 %
KLA Corp 12,23421.4M $1.52 %
Netflix Inc 212,64119.9M $1.41 %
Seagate Technology Holdings PLC 29,26619.7M $1.40 %
Guardant Health Inc 222,06019.3M $1.37 %
Oracle Corp 119,01719.2M $1.36 %
MaxLinear Inc 265,44118.8M $1.33 %
Semtech Corp 166,00417.4M $1.24 %
Fabrinet 23,20815.9M $1.13 %
Credo Technology Group Holding Ltd 83,96914.6M $1.04 %
Visa Inc 44,08514.5M $1.03 %
ServiceNow Inc 163,64014.5M $1.03 %
Synopsys Inc 29,51814.2M $1.01 %
Snowflake Inc 96,00313.1M $0.93 %
Palantir Technologies Inc 89,83012.5M $0.89 %
Take-Two Interactive Software Inc 58,27412.5M $0.88 %
AnaptysBio Inc 187,89312.4M $0.88 %
Palo Alto Networks Inc 67,50812.1M $0.86 %
Eli Lilly & Co 12,52011.7M $0.83 %
Bridgebio Pharma Inc 161,19511.5M $0.81 %
Reddit Inc 75,16711.1M $0.79 %
Nebius Group NV 79,80511M $0.78 %
Natera Inc 52,90010.9M $0.77 %
Amphenol Corp 73,11010.8M $0.76 %
Varonis Systems Inc 354,7709.3M $0.66 %
Cadence Design Systems Inc 27,7099.1M $0.65 %
JFrog Ltd 192,6198.9M $0.63 %
Micron Technology Inc 17,0338.8M $0.63 %
Insmed Inc 62,3498.5M $0.60 %
Protagonist Therapeutics Inc 77,8527.7M $0.55 %
Crowdstrike Holdings Inc 17,1637.7M $0.54 %
Vertex Pharmaceuticals Inc 16,8747.2M $0.51 %
SK hynix Inc 7,6146.8M $0.48 %
Advanced Micro Devices Inc 18,7696.7M $0.47 %
Twist Bioscience Corp 113,5546.6M $0.47 %
Taiwan Semiconductor Manufacturing Co Ltd 92,5056.4M $0.46 %
Apogee Therapeutics Inc 75,8516.3M $0.45 %
Impinj Inc 42,7306.2M $0.44 %
Klaviyo Inc 305,9826.1M $0.44 %
Mastercard Inc 11,4065.7M $0.41 %
Spyre Therapeutics Inc 76,7205.7M $0.41 %
Maplebear Inc 132,5765.6M $0.40 %
Crinetics Pharmaceuticals Inc 142,6645.5M $0.39 %
Novanta Inc 42,3645.5M $0.39 %
Sandisk Corp/DE 4,8415.3M $0.38 %
Celestica Inc 12,4815.1M $0.36 %
Navan Inc 290,0385.1M $0.36 %
Intuit Inc 12,8055M $0.35 %
RingCentral Inc 118,6744.8M $0.34 %
Ideaya Biosciences Inc 160,8564.7M $0.33 %
Pegasystems Inc 126,4054.6M $0.33 %
Samsara Inc 155,7934.5M $0.32 %
GoDaddy Inc 51,5364.5M $0.32 %
Flex Ltd 48,5964.4M $0.32 %
First Tracks Biotherapeutics Inc 187,8934.4M $0.31 %
Disc Medicine Inc 64,6344.3M $0.30 %
Salesforce Inc 23,6434.2M $0.30 %
Autodesk Inc 17,0404M $0.29 %
HCI Group Inc 25,8734M $0.28 %
Zscaler Inc 28,5083.7M $0.26 %
Olema Pharmaceuticals Inc 254,7843.7M $0.26 %
ORIC Pharmaceuticals Inc 358,2983.5M $0.25 %
Datadog Inc 25,9283.4M $0.24 %
Viridian Therapeutics Inc 251,0083.4M $0.24 %
ROBLOX Corp 60,1083.3M $0.24 %
Shopify Inc 27,3113.3M $0.23 %
Toast Inc 113,6913.2M $0.23 %
Rubrik Inc 57,9893.1M $0.22 %
Dropbox Inc 123,7733M $0.21 %
Kymera Therapeutics Inc 36,7563M $0.21 %
Cirrus Logic Inc 17,5502.9M $0.20 %
Docusign Inc 61,8222.8M $0.20 %
Appfolio Inc 16,7482.8M $0.20 %
Dynatrace Inc 73,0302.6M $0.19 %
Wix.com Ltd 34,9662.6M $0.19 %
Euronet Worldwide Inc 34,5302.5M $0.18 %
Zymeworks Inc 82,4852.3M $0.16 %
Workday Inc 17,8752.2M $0.16 %
Fair Isaac Corp 1,9142M $0.14 %
Dyne Therapeutics Inc 102,6591.8M $0.13 %
Absci Corp 362,0681.8M $0.13 %
Manhattan Associates Inc 12,9171.8M $0.13 %
Block Inc 24,6391.7M $0.12 %
Elastic NV 33,5811.6M $0.11 %
Atlassian Corp 21,9521.5M $0.11 %
Nutanix Inc 35,6111.5M $0.10 %
MercadoLibre Inc 6751.2M $0.09 %