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Holdings (Monthly) Guide ↗

Transamerica Mid Cap Growth

· Transamerica Funds
Monthly Holdings $132M AUM 39 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 7 New 1 Added 28 Reduced 3 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Hilton Worldwide Holdings Inc 43300A203 Jan 2026 28,053 -2,027 $9.1M +1.2% 6.95% EC
2 Howmet Aerospace Inc 443201108 Jan 2026 35,324 -2,563 $8.6M +8.9% 6.57% EC
3 Monolithic Power Systems Inc 609839105 Jan 2026 4,458 -323 $7.2M +33.9% 5.51% EC
4 Targa Resources Corp 87612G101 Jan 2026 25,041 -12,462 $6.5M -13.6% 4.98% EC
5 Clean Harbors Inc 184496107 Jan 2026 18,483 -5,811 $5.8M -8.5% 4.42% EC
6 Flex Ltd 000000000 Jan 2026 56,519 -1,071 $5.2M +42.5% 3.96% EC
7 Datadog Inc 23804L103 Jan 2026 36,080 -1,631 $4.8M -2.2% 3.65% EC
8 NRG Energy Inc 629377508 Jan 2026 28,930 -2,126 $4.5M -5.0% 3.44% EC
9 IDEXX Laboratories Inc 45168D104 Jan 2026 8,006 -600 $4.5M -22.2% 3.43% EC
10 Interactive Brokers Group Inc 45841N107 Jan 2026 54,671 -5,506 $4.3M -3.5% 3.32% EC
11 Tradeweb Markets Inc 892672106 Jan 2026 35,877 -2,728 $4.1M +2.1% 3.11% EC
12 United Therapeutics Corp 91307C102 Jan 2026 6,692 -521 $3.8M +12.9% 2.92% EC
13 Viking Holdings Ltd 000000000 Jan 2026 44,292 NEW $3.6M 2.78% EC
14 KKR & Co Inc 48251W104 Jan 2026 34,700 -2,414 $3.6M -14.6% 2.77% EC
15 CH Robinson Worldwide Inc 12541W209 Jan 2026 19,895 -1,520 $3.6M -13.4% 2.77% EC
16 Coherent Corp 19247G107 Jan 2026 11,158 -2,010 $3.6M +27.7% 2.73% EC
17 Axon Enterprise Inc 05464C101 Jan 2026 8,852 -163 $3.6M -18.4% 2.72% EC
18 Trimble Inc 896239100 Jan 2026 52,697 -3,780 $3.5M -7.1% 2.71% EC
19 Take-Two Interactive Software Inc 874054109 Jan 2026 16,507 -1,198 $3.5M -9.5% 2.70% EC
20 Dexcom Inc 252131107 Apr 2026 57,836 NEW $3.4M 2.63% EC
21 Block Inc 852234103 Jan 2026 47,756 -3,321 $3.4M +9.1% 2.58% EC
22 Natera Inc 632307104 Jan 2026 16,190 -1,160 $3.3M -16.8% 2.55% EC
23 Veeva Systems Inc 922475108 Jan 2026 20,364 -1,424 $3.2M -28.5% 2.43% EC
24 Liberty Media Corp-Liberty Formula One 531229755 Jan 2026 32,702 -2,567 $2.8M -8.4% 2.15% EC
25 FTAI Aviation Ltd 000000000 Jan 2026 10,745 NEW $2.7M 2.05% EC
26 James Hardie Industries PLC 000000000 Jan 2026 109,339 NEW $2.3M 1.76% EC
27 DoorDash Inc 25809K105 Jan 2026 13,496 -953 $2.3M -23.0% 1.74% EC
28 Unity Software Inc 91332U101 Jan 2026 77,576 +22,848 $2.0M +28.7% 1.57% EC
29 Reddit Inc 75734B100 Jan 2026 13,257 -936 $2.0M -23.7% 1.49% EC
30 HubSpot Inc 443573100 Jan 2026 8,632 -619 $1.9M -26.1% 1.46% EC
31 Chewy Inc 16679L109 Jan 2026 73,493 -5,585 $1.9M -18.8% 1.43% EC
32 Vertiv Holdings Co 92537N108 Apr 2026 5,545 NEW $1.8M 1.39% EC
33 Wingstop Inc 974155103 Jan 2026 10,520 -722 $1.7M -42.2% 1.32% EC
34 Wix.com Ltd 000000000 Jan 2026 16,400 NEW $1.2M 0.94% EC
35 elf Beauty Inc 26856L103 Jan 2026 18,680 -1,254 $1.2M -29.5% 0.91% EC
36 Fixed Income Clearing Corp. 000000000 Jan 2026 277,100 NEW $277K 0.21% RA
Pool Corp 73278L105 13,605 SOLD $3.5M
Silicon Laboratories Inc 826919102 22,244 SOLD $3.2M
Carvana Co 146869102 1,485 SOLD $0.6M