Holdings of Mid-Cap Growth Portfolio
PACIFIC SELECT FUND · 123 declared positions · as of Mar 31, 2026
Original filing · Net assets 764.7M $ · Ten largest lines: 29.6 % of the equity sleeve
Sector breakdown
- Industrials 17.1 %
- Consumer discretionary 11.1 %
- Health care 9.5 %
- Financials 7.9 %
- Technology 6.6 %
- Energy 2.4 %
- Utilities 1.9 %
- Communication 1.2 %
- Materials 1.0 %
- Real estate 0.4 %
- Consumer staples 0.3 %
- Unattributed 40.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.8 %
- BM 3.2 %
- KY 0.4 %
- LU 0.3 %
- CH 0.3 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 118 | 724.4M $ | 95.82 % |
| BM | 2 | 24.5M $ | 3.25 % |
| KY | 1 | 2.8M $ | 0.38 % |
| LU | 1 | 2.1M $ | 0.28 % |
| CH | 1 | 2.1M $ | 0.28 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Vertiv Holdings Co | 128,778 | 32.3M $ | 4.22 % |
| Howmet Aerospace Inc | 133,148 | 30.7M $ | 4.01 % |
| Ameriprise Financial Inc | 60,562 | 26.9M $ | 3.52 % |
| Bank of New York Mellon Corp/The | 184,335 | 21.9M $ | 2.86 % |
| Viking Holdings Ltd | 291,732 | 21.4M $ | 2.80 % |
| Five Below Inc | 89,564 | 20.5M $ | 2.68 % |
| EMCOR Group Inc | 25,750 | 19M $ | 2.49 % |
| Alnylam Pharmaceuticals Inc | 54,604 | 18.1M $ | 2.36 % |
| Cencora Inc | 54,670 | 17.2M $ | 2.25 % |
| Lululemon Athletica Inc | 103,485 | 15.8M $ | 2.07 % |
| Veeva Systems Inc | 80,169 | 14.1M $ | 1.84 % |
| Gartner Inc | 87,303 | 13.8M $ | 1.81 % |
| Allison Transmission Holdings Inc | 114,446 | 13.4M $ | 1.75 % |
| Generac Holdings Inc | 66,421 | 13M $ | 1.70 % |
| Cheniere Energy Inc | 43,305 | 12.3M $ | 1.61 % |
| MKS Inc | 52,512 | 12.1M $ | 1.58 % |
| BWX Technologies Inc | 58,574 | 12M $ | 1.57 % |
| Cardinal Health, Inc. | 56,634 | 12M $ | 1.56 % |
| Ulta Beauty Inc | 22,345 | 11.7M $ | 1.53 % |
| Expedia Group Inc | 49,673 | 11.5M $ | 1.50 % |
| Insulet Corp | 51,531 | 10.8M $ | 1.41 % |
| Dynatrace Inc | 288,173 | 10.7M $ | 1.39 % |
| Carvana Co | 32,762 | 10.3M $ | 1.35 % |
| UiPath Inc | 908,043 | 10.1M $ | 1.32 % |
| Weatherford International PLC | 106,148 | 10M $ | 1.31 % |
| Royal Caribbean Cruises Ltd | 35,719 | 9.8M $ | 1.29 % |
| Live Nation Entertainment Inc | 59,075 | 9M $ | 1.18 % |
| HubSpot Inc | 36,076 | 8.8M $ | 1.15 % |
| Quanta Services Inc | 15,927 | 8.7M $ | 1.14 % |
| Natera Inc | 42,120 | 8.4M $ | 1.10 % |
| Comfort Systems USA Inc | 5,890 | 8.1M $ | 1.06 % |
| Duolingo Inc | 81,270 | 8M $ | 1.05 % |
| Docusign Inc | 164,098 | 7.8M $ | 1.02 % |
| Allstate Corp/The | 37,382 | 7.8M $ | 1.01 % |
| Hilton Worldwide Holdings Inc | 24,915 | 7.6M $ | 0.99 % |
| Reddit Inc | 55,969 | 7.5M $ | 0.99 % |
| Maplebear Inc | 200,907 | 7.5M $ | 0.98 % |
| Vistra Corp | 48,067 | 7.2M $ | 0.94 % |
| NRG Energy Inc | 48,850 | 7.1M $ | 0.93 % |
| TransDigm Group Inc | 5,973 | 6.9M $ | 0.91 % |
| Paycom Software Inc | 56,582 | 6.9M $ | 0.90 % |
| Yum! Brands Inc | 40,313 | 6.3M $ | 0.82 % |
| 10X Genomics Inc | 290,558 | 6.2M $ | 0.81 % |
| Chewy Inc | 225,923 | 6.1M $ | 0.80 % |
| NetApp Inc | 59,392 | 6.1M $ | 0.80 % |
| Deckers Outdoor Corp | 59,949 | 6M $ | 0.78 % |
| Trade Desk Inc/The | 260,857 | 5.9M $ | 0.77 % |
| Insmed Inc | 35,253 | 5.8M $ | 0.75 % |
| Rollins Inc | 103,367 | 5.5M $ | 0.72 % |
| Targa Resources Corp | 21,918 | 5.5M $ | 0.72 % |
| Everpure Inc | 91,744 | 5.4M $ | 0.71 % |
| Toast Inc | 204,188 | 5.4M $ | 0.71 % |
| Karman Holdings Inc | 67,010 | 5.4M $ | 0.70 % |
| Lumentum Holdings Inc | 7,477 | 5.3M $ | 0.69 % |
| Guidewire Software Inc | 34,629 | 5.2M $ | 0.68 % |
| Domino's Pizza Inc | 13,431 | 4.8M $ | 0.63 % |
| IDEXX Laboratories Inc | 8,551 | 4.8M $ | 0.63 % |
| Elastic NV | 94,416 | 4.7M $ | 0.62 % |
| Exelixis Inc | 104,651 | 4.5M $ | 0.59 % |
| Gitlab Inc | 200,997 | 4.3M $ | 0.57 % |
| Texas Roadhouse Inc | 26,061 | 4.3M $ | 0.56 % |
| Pinterest Inc | 230,277 | 4.2M $ | 0.55 % |
| Datadog Inc | 34,796 | 4.1M $ | 0.54 % |
| American Airlines Group Inc | 347,953 | 3.7M $ | 0.49 % |
| MongoDB Inc | 14,516 | 3.6M $ | 0.46 % |
| Sarepta Therapeutics Inc | 161,341 | 3.5M $ | 0.46 % |
| HEICO Corp | 12,375 | 3.4M $ | 0.44 % |
| Doximity Inc | 142,901 | 3.3M $ | 0.44 % |
| Southwest Airlines Co | 86,147 | 3.2M $ | 0.42 % |
| TripAdvisor Inc | 293,960 | 3.1M $ | 0.41 % |
| Arch Capital Group Ltd | 32,327 | 3.1M $ | 0.41 % |
| Albertsons Cos Inc | 181,260 | 3.1M $ | 0.40 % |
| Carnival Corp | 116,682 | 3M $ | 0.39 % |
| Tyler Technologies Inc | 8,795 | 3M $ | 0.39 % |
| Halozyme Therapeutics Inc | 45,799 | 3M $ | 0.39 % |
| Roku Inc | 31,209 | 3M $ | 0.39 % |
| Medpace Holdings Inc | 5,979 | 2.9M $ | 0.38 % |
| XP Inc | 149,025 | 2.8M $ | 0.37 % |
| Cognex Corp | 56,994 | 2.8M $ | 0.37 % |
| Fair Isaac Corp | 2,609 | 2.8M $ | 0.36 % |
| Illumina Inc | 22,223 | 2.7M $ | 0.36 % |
| Veralto Corp | 29,787 | 2.6M $ | 0.34 % |
| Restaurant Brands International Inc | 34,608 | 2.6M $ | 0.33 % |
| Hubbell Inc | 4,548 | 2.2M $ | 0.29 % |
| Globant SA | 45,807 | 2.1M $ | 0.28 % |
| On Holding AG | 61,338 | 2.1M $ | 0.27 % |
| Five9 Inc | 133,044 | 2M $ | 0.26 % |
| Incyte Corp | 21,385 | 2M $ | 0.26 % |
| Manhattan Associates Inc | 15,108 | 2M $ | 0.26 % |
| WW Grainger Inc | 1,839 | 2M $ | 0.26 % |
| Rockwell Automation Inc | 5,539 | 2M $ | 0.26 % |
| Williams-Sonoma Inc | 10,822 | 2M $ | 0.26 % |
| CBRE Group Inc | 14,333 | 1.9M $ | 0.25 % |
| WEX Inc | 12,597 | 1.9M $ | 0.25 % |
| Lyft Inc | 143,827 | 1.9M $ | 0.25 % |
| Okta Inc | 23,022 | 1.8M $ | 0.24 % |
| Paylocity Holding Corp | 16,561 | 1.8M $ | 0.23 % |
| DoubleVerify Holdings Inc | 181,327 | 1.7M $ | 0.23 % |
| Planet Fitness Inc | 22,656 | 1.7M $ | 0.22 % |
| Monolithic Power Systems Inc | 1,314 | 1.4M $ | 0.19 % |
| Teradyne Inc | 4,647 | 1.4M $ | 0.18 % |
| Cloudflare Inc | 6,529 | 1.3M $ | 0.18 % |
| Simon Property Group Inc | 7,183 | 1.3M $ | 0.18 % |
| Western Union Co/The | 152,476 | 1.3M $ | 0.17 % |
| Wayfair Inc | 16,575 | 1.2M $ | 0.16 % |
| Kyndryl Holdings Inc | 90,712 | 1.2M $ | 0.16 % |
| Rocket Lab Corp | 17,934 | 1.2M $ | 0.15 % |
| Trane Technologies PLC | 2,680 | 1.1M $ | 0.15 % |
| Coupang Inc | 58,442 | 1.1M $ | 0.14 % |
| Axon Enterprise Inc | 1,855 | 787.8K $ | 0.10 % |
| GoDaddy Inc | 7,762 | 641.7K $ | 0.08 % |
| Fortrea Holdings Inc | 66,351 | 625K $ | 0.08 % |
| Coca-Cola Consolidated Inc | 3,182 | 610.1K $ | 0.08 % |
| Equitable Holdings Inc | 16,137 | 598.8K $ | 0.08 % |
| Jabil Inc | 1,949 | 517.7K $ | 0.07 % |
| Ralph Lauren Corp | 1,367 | 470.2K $ | 0.06 % |
| Freshpet Inc | 7,057 | 416.1K $ | 0.05 % |
| EPAM Systems Inc | 2,895 | 392K $ | 0.05 % |
| Tetra Tech Inc | 10,449 | 314.7K $ | 0.04 % |
| Broadridge Financial Solutions Inc | 1,892 | 307.4K $ | 0.04 % |
| Enphase Energy Inc | 7,959 | 300.9K $ | 0.04 % |
| Tapestry Inc | 1,655 | 233.5K $ | 0.03 % |
| StandardAero Inc | 7,958 | 205.6K $ | 0.03 % |