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Holdings (Monthly) Guide ↗

MFS Technology Portfolio

· Mfs Variable Insurance Trust Ii
Monthly Holdings $253M AUM 49 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet Inc 02079K305 Jun 2026 59,604 $21.3M 8.43% EC
2 Broadcom Inc 11135F101 Jun 2026 47,488 $17.9M 7.10% EC
3 Apple Inc 037833100 Jun 2026 60,717 $17.6M 6.95% EC
4 NVIDIA Corp 67066G104 Jun 2026 83,468 $16.7M 6.61% EC
5 MFS Institutional Money Market Portfolio 55291X109 Jun 2026 14,839,405 $14.8M 5.87% EC
6 Microsoft Corp 594918104 Jun 2026 31,707 $11.8M 4.68% EC
7 Lam Research Corp 512807306 Jun 2026 25,570 $11.1M 4.38% EC
8 Applied Materials Inc 038222105 Jun 2026 15,215 $11.0M 4.35% EC
9 Advanced Micro Devices Inc 007903107 Jun 2026 15,814 $9.2M 3.64% EC
10 KLA Corp 482480100 Jun 2026 25,690 $7.8M 3.07% EC
11 Cisco Systems Inc 17275R102 Jun 2026 65,270 $7.7M 3.03% EC
12 Sandisk Corp 80004C200 Jun 2026 2,910 $6.6M 2.62% EC
13 Meta Platforms Inc 30303M102 Jun 2026 11,309 $6.4M 2.52% EC
14 Shopify Inc 82509L107 Jun 2026 54,905 $6.3M 2.48% EC
15 Arista Networks Inc 040413205 Jun 2026 36,847 $6.3M 2.48% EC
16 Seagate Technology Holdings PLC 000000000 Jun 2026 5,381 $5.2M 2.05% EC
17 Corning Inc 219350105 Jun 2026 19,346 $4.9M 1.96% EC
18 Texas Instruments Inc 882508104 Jun 2026 16,105 $4.8M 1.90% EC
19 Teradyne Inc 880770102 Jun 2026 9,873 $4.8M 1.89% EC
20 Taiwan Semiconductor Manufacturing Co Ltd 000000000 Jun 2026 61,000 $4.7M 1.85% EC
21 Crowdstrike Holdings Inc 22788C105 Jun 2026 5,954 $4.5M 1.80% EC
22 Cadence Design Systems Inc 127387108 Jun 2026 10,509 $3.9M 1.56% EC
23 Micron Technology Inc 595112103 Jun 2026 3,358 $3.9M 1.53% EC
24 JFrog Ltd 000000000 Jun 2026 39,831 $3.6M 1.43% EC
25 Analog Devices Inc 032654105 Jun 2026 8,931 $3.5M 1.40% EC
26 Coherent Corp 19247G107 Jun 2026 7,802 $3.1M 1.22% EC
27 MongoDB Inc 60937P106 Jun 2026 8,999 $3.0M 1.20% EC
28 Hitachi Ltd 000000000 Jun 2026 89,400 $2.5M 0.98% EC
29 Renesas Electronics Corp 000000000 Jun 2026 80,700 $2.4M 0.96% EC
30 Constellation Software Inc/Canada 21037X100 Jun 2026 1,260 $2.4M 0.94% EC
31 NXP Semiconductors NV 000000000 Jun 2026 7,830 $2.2M 0.87% EC
32 Datadog Inc 23804L103 Jun 2026 8,107 $2.1M 0.84% EC
33 Amphenol Corp 032095101 Jun 2026 11,957 $2.1M 0.83% EC
34 Okta Inc 679295105 Jun 2026 13,127 $1.8M 0.71% EC
35 Globalwafers Co Ltd 000000000 Jun 2026 53,000 $1.7M 0.68% EC
36 Akamai Technologies Inc 00971T101 Jun 2026 13,806 $1.6M 0.65% EC
37 Snowflake Inc 833445109 Jun 2026 6,410 $1.6M 0.65% EC
38 Autodesk Inc 052769106 Jun 2026 8,053 $1.6M 0.62% EC
39 Space Exploration Technologies Corp 84615Q103 Jun 2026 9,094 $1.6M 0.61% EC
40 Intuit Inc 461202103 Jun 2026 4,921 $1.3M 0.51% EC
41 Verisk Analytics Inc 92345Y106 Jun 2026 6,929 $1.2M 0.49% EC
42 Tyler Technologies Inc 902252105 Jun 2026 4,252 $1.2M 0.49% EC
43 Aon PLC 000000000 Jun 2026 3,031 $1.0M 0.40% EC
44 ServiceTitan Inc 81764X103 Jun 2026 13,081 $925K 0.37% EC
45 Fastly Inc 31188V100 Jun 2026 42,162 $774K 0.31% EC
46 HubSpot Inc 443573100 Jun 2026 3,542 $646K 0.26% EC
47 Figma Inc 316841105 Jun 2026 375 $7K 0.00% EC
48 CANADIAN DOLLAR 000000000 Jun 2026 8 $6 0.00%
49 CONSTELLATION SOFTWARE INC 000000000 Jun 2026 849 $0 0.00% DE