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Holdings (Monthly) Guide ↗

Transamerica US Growth

· Transamerica Funds
Monthly Holdings $2.9B AUM 18 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 10 New 18 Added 34 Reduced 4 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Amazon.com Inc 023135106 Jan 2026 665,452 +17,052 $176.4M +13.7% 6.14% EC
2 Netflix Inc 64110L106 Jan 2026 722,018 +155,148 $67.6M +42.8% 2.35% EC
3 General Electric Co 369604301 Jan 2026 154,261 +10,669 $44.7M +1.5% 1.56% EC
4 Amphenol Corp 032095101 Jan 2026 269,563 +14,411 $39.7M +8.0% 1.38% EC
5 Palantir Technologies Inc 69608A108 Jan 2026 249,297 +86,712 $34.7M +45.5% 1.21% EC
6 Sherwin-Williams Co/The 824348106 Jan 2026 100,591 +17,613 $32.4M +9.9% 1.13% EC
7 Lowe's Cos Inc 548661107 Jan 2026 125,960 +25,232 $30.1M +11.8% 1.05% EC
8 Royal Caribbean Cruises Ltd 000000000 Jan 2026 92,886 +12,951 $24.5M -5.6% 0.85% EC
9 DoorDash Inc 25809K105 Jan 2026 141,610 +17,727 $23.9M -5.8% 0.83% EC
10 O'Reilly Automotive Inc 67103H107 Jan 2026 237,214 +17,414 $23.6M +9.0% 0.82% EC
11 Analog Devices Inc 032654105 Jan 2026 55,431 +15,987 $22.3M +81.8% 0.78% EC
12 EchoStar Corp 278768106 Jan 2026 164,210 +71,492 $20.2M +92.6% 0.70% EC
13 Micron Technology Inc 595112103 Jan 2026 38,985 +9,031 $20.2M +62.2% 0.70% EC
14 Cloudflare Inc 18915M107 Jan 2026 92,464 +31,556 $19.0M +75.5% 0.66% EC
15 Wells Fargo & Co 949746101 Jan 2026 209,881 +19,270 $17.3M +0.1% 0.60% EC
16 Axon Enterprise Inc 05464C101 Jan 2026 38,564 +8,532 $15.5M +6.7% 0.54% EC
17 Dexcom Inc 252131107 Jan 2026 256,603 +29,382 $15.3M -7.9% 0.53% EC
18 Natera Inc 632307104 Jan 2026 62,453 +2,436 $12.9M -7.2% 0.45% EC