Fund HoldingsMASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$316.66B
Total Bought
$23.21B
Total Sold
$41.69B
Net Transaction
-$18.48B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)05,834,707+5,834,70702,356,2880.74%+2,356,288
BLACKROCK INC(BLK)01,022,575+1,022,57501,048,2520.33%+1,048,252
AMAZON COM INC(AMZN)031,216,340+31,216,34006,848,5532.16%+6,848,553
APTIV PLC(APTV)014,289,126+14,289,1260864,2060.27%+864,206
BOEING CO(BA)011,027,437+11,027,43701,951,8560.62%+1,951,856
NETFLIX INC(NFLX)233,200976,924+743,724165,402870,7520.27%+705,350
NVIDIA CORPORATION(NVDA)065,688,983+65,688,98308,821,3742.79%+8,821,374
AUTODESK INC567,3602,875,320+2,307,960156,296849,8580.27%+693,562
ATLASSIAN CORPORATION02,824,742+2,824,7420687,4860.22%+687,486
VERTIV HOLDINGS CO(VRT)05,258,157+5,258,1570597,3790.19%+597,379
SALESFORCE INC(CRM)5,964,7026,593,295+628,5931,632,5992,204,3360.70%+571,738
LAM RESEARCH CORP(LRCX)06,088,085+6,088,0850439,7420.14%+439,742
BROADCOM INC(AVGO)02,525,614+2,525,6140585,5380.18%+585,538
GE VERNOVA INC(GEV)01,314,288+1,314,2880432,3090.14%+432,309
MARVELL TECHNOLOGY INC(MRVL)07,592,726+7,592,7260838,6170.26%+838,617
VISTRA CORP(VST)3,826,6316,260,363+2,433,732453,609863,1160.27%+409,507
FISERV INC(FISV)6,909,2928,030,889+1,121,5971,241,2541,649,7050.52%+408,451
BLOCK INC(XYZ)1,738,7085,734,292+3,995,584116,719487,3570.15%+370,638
APOLLO GLOBAL MGMT INC(APO)02,653,160+2,653,1600438,1960.14%+438,196
KKR & CO INC(KKR)16,808,39016,690,326-118,0642,194,8402,468,6660.78%+273,827
MCKESSON CORP(MCK)04,719,680+4,719,68002,689,7930.85%+2,689,793
SPOTIFY TECHNOLOGY S A(SPOT)3,492,1703,414,435-77,7351,286,9691,527,5500.48%+240,581
CARLYLE GROUP INC(CG)06,351,432+6,351,4320320,6840.10%+320,684
PG&E CORP(PCG)104,846,953114,041,429+9,194,4762,072,8242,301,3560.73%+228,532
MANHATTAN ASSOCIATES INC(MANH)832,5001,673,776+841,276234,249452,3210.14%+218,072
CHENIERE ENERGY INC(LNG)3,747,3704,126,512+379,142673,927886,6640.28%+212,737
BOEING CO03,480,760+3,480,7600211,9430.07%+211,943
AXON ENTERPRISE INC(AXON)301,684551,197+249,513120,553327,5870.10%+207,034
ASTERA LABS INC(ALAB)01,674,000+1,674,0000221,7210.07%+221,721
LPL FINL HLDGS INC(LPLA)01,115,708+1,115,7080364,2900.12%+364,290
XCEL ENERGY INC(XEL)15,190,75617,613,239+2,422,483991,9561,189,2460.38%+197,290
DATADOG INC(DDOG)04,476,279+4,476,2790639,6160.20%+639,616
PNC FINL SVCS GROUP INC(PNC)6,812,1957,538,310+726,1151,259,2341,453,7630.46%+194,529
SHOPIFY INC(SHOP)3,848,1434,669,564+821,421308,390496,5150.16%+188,125
ARAMARK(ARMK)8,329,91713,593,734+5,263,817322,618507,1820.16%+184,565
MASIMO CORP01,735,167+1,735,1670286,8230.09%+286,823
HUBSPOT INC(HUBS)0676,074+676,0740471,0680.15%+471,068
CBRE GROUP INC(CBRE)01,232,962+1,232,9620161,8760.05%+161,876
GRACO INC(GGG)01,841,916+1,841,9160155,2550.05%+155,255
ARISTA NETWORKS INC(ANET)01,329,652+1,329,6520146,9660.05%+146,966
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)05,269,216+5,269,2160969,9570.31%+969,957
MORGAN STANLEY(MS)19,169,36916,879,506-2,289,8631,998,2152,122,0910.67%+123,876
GUIDEWIRE SOFTWARE INC(GWRE)3,426,9074,436,873+1,009,966626,918747,9680.24%+121,050
ARES MANAGEMENT CORPORATION(ARES)5,059,7715,126,442+66,671788,515907,5340.29%+119,019
PACCAR INC(PCAR)10,194,90310,767,134+572,2311,006,0331,119,9970.35%+113,964
CMS ENERGY CORP(CMS)7,610,1209,741,389+2,131,269537,503649,2640.21%+111,761
CONAGRA BRANDS INC(CAG)03,989,339+3,989,3390110,7040.03%+110,704
EPAM SYS INC(EPAM)0818,881+818,8810191,4710.06%+191,471
BECTON DICKINSON & CO(BDX)5,365,5546,175,899+810,3451,293,6351,401,1260.44%+107,491
STANDARDAERO INC(SARO)04,155,655+4,155,6550102,8940.03%+102,894
OMNICOM GROUP INC(OMC)05,973,061+5,973,0610513,9220.16%+513,922
NORTHERN TR CORP(NTRS)07,486,616+7,486,6160767,3780.24%+767,378
CME GROUP INC(CME)1,826,5012,169,999+343,498403,017503,9390.16%+100,921
LIVE NATION ENTERTAINMENT IN(LYV)01,919,630+1,919,6300248,5920.08%+248,592
RB GLOBAL INC(RBA)09,888,656+9,888,6560892,0560.28%+892,056
CITIGROUP INC(C)019,914,730+19,914,73001,401,7980.44%+1,401,798
Q2 HLDGS INC(QTWO)01,345,741+1,345,7410135,4490.04%+135,449
NCINO INC(NCNO)02,419,727+2,419,727081,2540.03%+81,254
BURLINGTON STORES INC(BURL)730,524955,648+225,124192,478272,4170.09%+79,939
MARRIOTT INTL INC NEW(MAR)04,981,604+4,981,60401,389,5690.44%+1,389,569
WELLS FARGO CO NEW(WFC)02,846,015+2,846,0150199,9040.06%+199,904
CRH PLC
ORD
07,195,372+7,195,3720665,7160.21%+665,716
QIAGEN NV(QGEN)23,117,29225,319,332+2,202,0401,053,4551,127,4700.36%+74,015
KENVUE INC(KVUE)86,979,34197,661,344+10,682,0032,011,8322,085,0700.66%+73,238
RAYMOND JAMES FINL INC(RJF)02,156,992+2,156,9920335,0460.11%+335,046
DUN & BRADSTREET HLDGS INC56,497,96657,773,925+1,275,959650,292719,8630.23%+69,572
ISHARES TR0484,386+484,386089,6740.03%+89,674
EXPAND ENERGY CORPORATION(EXE)03,745,378+3,745,3780372,8520.12%+372,852
NATERA INC(NTRA)02,384,990+2,384,9900377,5440.12%+377,544
ALBANY INTL CORP0777,548+777,548062,1810.02%+62,181
TECHNIPFMC PLC(FTI)09,749,465+9,749,4650282,1500.09%+282,150
ROBLOX CORP(RBLX)01,048,918+1,048,918060,6900.02%+60,690
OKTA INC(OKTA)0869,362+869,362068,5060.02%+68,506
INSIGHT ENTERPRISES INC(NSIT)0377,252+377,252057,3800.02%+57,380
ROBINHOOD MKTS INC(HOOD)01,520,645+1,520,645056,6590.02%+56,659
EMERSON ELEC CO(EMR)0632,614+632,614078,4000.02%+78,400
SWEETGREEN INC01,639,374+1,639,374052,5580.02%+52,558
P10 INC(RPC)04,159,263+4,159,263052,4480.02%+52,448
METTLER TOLEDO INTERNATIONAL(MTD)0214,281+214,2810262,2110.08%+262,211
ELECTRONIC ARTS INC(EA)04,430,409+4,430,4090648,1690.20%+648,169
SERVICETITAN INC(TTAN)0480,174+480,174049,3960.02%+49,396
AMPHENOL CORP NEW022,136,514+22,136,51401,537,3810.49%+1,537,381
TRADEWEB MKTS INC(TW)958,1781,266,029+307,851118,498165,7490.05%+47,251
WABTEC(WAB)4,692,2274,735,733+43,506852,906897,8480.28%+44,942
AMERICAN EXPRESS CO(AXP)9,193,4018,546,086-647,3152,493,2502,536,3930.80%+43,143
POPULAR INC(BPOP)01,418,729+1,418,7290133,4460.04%+133,446
ONTO INNOVATION INC(ONTO)0870,250+870,2500145,0450.05%+145,045
VIKING THERAPEUTICS INC(VKTX)01,357,241+1,357,241054,6150.02%+54,615
TKO GROUP HOLDINGS INC(TKO)01,752,496+1,752,4960249,0470.08%+249,047
AXIS CAP HLDGS LTD
SHS
0426,258+426,258037,7750.01%+37,775
NCR ATLEOS CORPORATION(NATL)01,104,234+1,104,234037,4560.01%+37,456
NEWELL BRANDS INC(NWL)016,573,151+16,573,1510165,0690.05%+165,069
INTERNATIONAL BUSINESS MACHS(IBM)0260,784+260,784057,3280.02%+57,328
COUPANG INC(CPNG)01,618,750+1,618,750035,5800.01%+35,580
HUMANA INC(HUM)0624,756+624,7560158,5070.05%+158,507
SEMPRA(SRE)04,509,245+4,509,2450395,5510.12%+395,551
NEXTERA ENERGY INC(NEE)0716,981+716,981032,6940.01%+32,694
ALBERTSONS COS INC07,465,449+7,465,4490146,6210.05%+146,621
STEPSTONE GROUP INC(STEP)0558,738+558,738032,3400.01%+32,340
DANA INC(DAN)02,753,025+2,753,025031,8250.01%+31,825
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