Fund Holdings — MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Total Portfolio Value
$316.66B
Total Bought
$23.21B
Total Sold
$41.69B
Net Transaction
-$18.48B
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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TESLA INC(TSLA)115,2415,834,707+5,719,46630,1512,356,2880.74%+2,326,138
BLACKROCK INC(BLK)01,022,575+1,022,57501,048,2520.33%+1,048,252
AMAZON COM INC(AMZN)31,916,81231,216,340-700,4725,947,0606,848,5532.16%+901,493
APTIV PLC(APTV)014,289,126+14,289,1260864,2060.27%+864,206
BOEING CO(BA)7,523,75011,027,437+3,503,6871,143,9111,951,8560.62%+807,945
NETFLIX INC(NFLX)233,200976,924+743,724165,402870,7520.27%+705,350
NVIDIA CORPORATION(NVDA)66,848,90965,688,983-1,159,9268,118,1328,821,3742.79%+703,242
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)935,4112,525,614+1,590,203161,358585,5380.18%+424,180
GE VERNOVA INC(GEV)75,5981,314,288+1,238,69019,276432,3090.14%+413,033
MARVELL TECHNOLOGY INC(MRVL)5,901,4847,592,726+1,691,242425,615838,6170.26%+413,002
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)767,0142,653,160+1,886,14695,808438,1960.14%+342,388
KKR & CO INC(KKR)16,808,39016,690,326-118,0642,194,8402,468,6660.78%+273,827
MCKESSON CORP(MCK)4,943,5204,719,680-223,8402,444,1752,689,7930.85%+245,618
SPOTIFY TECHNOLOGY S A(SPOT)3,492,1703,414,435-77,7351,286,9691,527,5500.48%+240,581
CARLYLE GROUP INC(CG)2,107,3016,351,432+4,244,13190,740320,6840.10%+229,943
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)322,9931,674,000+1,351,00716,922221,7210.07%+204,800
LPL FINL HLDGS INC(LPLA)710,3671,115,708+405,341165,253364,2900.12%+199,037
XCEL ENERGY INC(XEL)15,190,75617,613,239+2,422,483991,9561,189,2460.38%+197,290
DATADOG INC(DDOG)3,850,8504,476,279+625,429443,079639,6160.20%+196,537
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 CORP792,1661,735,167+943,001105,619286,8230.09%+181,204
HUBSPOT INC(HUBS)571,274676,074+104,800303,689471,0680.15%+167,379
CBRE GROUP INC(CBRE)10,4041,232,962+1,222,5581,295161,8760.05%+160,580
GRACO INC(GGG)6,8631,841,916+1,835,053601155,2550.05%+154,655
ARISTA NETWORKS INC(ANET)01,329,652+1,329,6520146,9660.05%+146,966
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)5,393,2335,269,216-124,017828,994969,9570.31%+140,963
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)417,526818,881+401,35583,100191,4710.06%+108,371
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)3,980,3665,973,061+1,992,695411,530513,9220.16%+102,392
NORTHERN TR CORP(NTRS)7,394,4547,486,616+92,162665,723767,3780.24%+101,655
CME GROUP INC(CME)1,826,5012,169,999+343,498403,017503,9390.16%+100,921
LIVE NATION ENTERTAINMENT IN(LYV)1,423,4281,919,630+496,202155,851248,5920.08%+92,741
RB GLOBAL INC(RBA)9,960,8659,888,656-72,209801,750892,0560.28%+90,306
CITIGROUP INC(C)21,027,09519,914,730-1,112,3651,316,2961,401,7980.44%+85,502
Q2 HLDGS INC(QTWO)647,2771,345,741+698,46451,633135,4490.04%+83,816
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)5,268,8774,981,604-287,2731,309,8431,389,5690.44%+79,726
WELLS FARGO CO NEW(WFC)2,219,2242,846,015+626,791125,364199,9040.06%+74,540
CRH PLC
ORD
6,374,8937,195,372+820,479591,208665,7160.21%+74,508
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)2,156,4392,156,992+553264,078335,0460.11%+70,968
DUN & BRADSTREET HLDGS INC56,497,96657,773,925+1,275,959650,292719,8630.23%+69,572
ISHARES TR130,392484,386+353,99424,74889,6740.03%+64,926
EXPAND ENERGY CORPORATION(EXE)3,744,1673,745,378+1,211307,958372,8520.12%+64,895
NATERA INC(NTRA)2,482,8182,384,990-97,828315,194377,5440.12%+62,350
ALBANY INTL CORP0777,548+777,548062,1810.02%+62,181
TECHNIPFMC PLC(FTI)8,430,4509,749,465+1,319,015221,131282,1500.09%+61,019
ROBLOX CORP(RBLX)01,048,918+1,048,918060,6900.02%+60,690
OKTA INC(OKTA)129,655869,362+739,7079,63968,5060.02%+58,867
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)201,776632,614+430,83822,06878,4000.02%+56,332
SWEETGREEN INC(SG)01,639,374+1,639,374052,5580.02%+52,558
P10 INC(RPC)04,159,263+4,159,263052,4480.02%+52,448
METTLER TOLEDO INTERNATIONAL(MTD)140,094214,281+74,187210,099262,2110.08%+52,112
ELECTRONIC ARTS INC4,159,4184,430,409+270,991596,627648,1690.20%+51,542
SERVICETITAN INC(TTAN)0480,174+480,174049,3960.02%+49,396
AMPHENOL CORP NEW22,840,51222,136,514-703,9981,488,2881,537,3810.49%+49,093
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)902,9311,418,729+515,79890,537133,4460.04%+42,909
ONTO INNOVATION INC(ONTO)505,397870,250+364,853104,900145,0450.05%+40,144
VIKING THERAPEUTICS INC(VKTX)248,2691,357,241+1,108,97215,71854,6150.02%+38,897
TKO GROUP HOLDINGS INC(TKO)1,704,7281,752,496+47,768210,892249,0470.08%+38,155
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)16,618,31616,573,151-45,165127,629165,0690.05%+37,440
INTERNATIONAL BUSINESS MACHS(IBM)95,529260,784+165,25521,12057,3280.02%+36,209
COUPANG INC(CPNG)01,618,750+1,618,750035,5800.01%+35,580
HUMANA INC(HUM)391,657624,756+233,099124,053158,5070.05%+34,453
SEMPRA(SRE)4,335,3394,509,245+173,906362,564395,5510.12%+32,987
NEXTERA ENERGY INC(NEE)0716,981+716,981032,6940.01%+32,694
ALBERTSONS COS INC6,170,6017,465,449+1,294,848114,033146,6210.05%+32,589
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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