Large-Cap Growth Portfolio

Fund Profile

Fund profile

Fund manager

Pacific Select Fund

Total assets

$1.76 bn

Liabilities

$1.40 mm

Net assets

$1.75 bn

Number of holdings

119.00

119 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	220.79 mm	1.64 mm shares	12.59	Common equity	Long	USA
AAPL Apple Inc.	203.64 mm	813.21 k shares	11.61	Common equity	Long	USA
GOOG Alphabet Inc.	95.78 mm	505.98 k shares	5.46	Common equity	Long	USA
AMZN Amazon.com, Inc.	92.47 mm	421.47 k shares	5.27	Common equity	Long	USA
TSM Taiwan Semiconductor Manufacturing Company Limited	89.14 mm	451.38 k shares	5.08	Common equity	Long	Taiwan
MSFT Microsoft Corporation	87.28 mm	207.06 k shares	4.98	Common equity	Long	USA
BSX Boston Scientific Corporation	47.99 mm	537.28 k shares	2.74	Common equity	Long	USA
LLY Eli Lilly and Company	39.97 mm	51.77 k shares	2.28	Common equity	Long	USA
META Meta Platforms, Inc.	33.68 mm	57.51 k shares	1.92	Common equity	Long	USA
MA Mastercard Incorporated	32.88 mm	62.45 k shares	1.88	Common equity	Long	USA
V Visa Inc.	29.27 mm	92.62 k shares	1.67	Common equity	Long	USA
EFX Equifax Inc.	27.36 mm	107.36 k shares	1.56	Common equity	Long	USA
UBER Uber Technologies, Inc.	25.08 mm	415.71 k shares	1.43	Common equity	Long	USA
LOW Lowe's Companies, Inc.	21.54 mm	87.30 k shares	1.23	Common equity	Long	USA
ABNB Airbnb, Inc.	20.44 mm	155.55 k shares	1.17	Common equity	Long	USA
GE General Electric Company	20.21 mm	121.20 k shares	1.15	Common equity	Long	USA
EL The Estée Lauder Companies Inc.	19.25 mm	256.70 k shares	1.10	Common equity	Long	USA
HUBS HubSpot, Inc.	19.12 mm	27.45 k shares	1.09	Common equity	Long	USA
LNG Cheniere Energy, Inc.	17.28 mm	80.42 k shares	0.99	Common equity	Long	USA
EXAS Exact Sciences Corporation	17.26 mm	307.17 k shares	0.98	Common equity	Long	USA
GEV GE Vernova Inc.	17.11 mm	52.01 k shares	0.98	Common equity	Long	USA
HQY HealthEquity, Inc.	16.56 mm	172.61 k shares	0.94	Common equity	Long	USA
Intercontinental Exchange, Inc.	15.38 mm	103.21 k shares	0.88	Common equity	Long	USA
AJG Arthur J. Gallagher & Co.	15.27 mm	53.81 k shares	0.87	Common equity	Long	USA
Trip.com Group Ltd	14.73 mm	214.56 k shares	0.84	Common equity	Long	Cayman Islands
MELI MercadoLibre, Inc.	14.69 mm	8.64 k shares	0.84	Common equity	Long	USA
COF Capital One Financial Corporation	14.63 mm	82.04 k shares	0.83	Common equity	Long	USA
ALNY Alnylam Pharmaceuticals, Inc.	14.52 mm	61.70 k shares	0.83	Common equity	Long	USA
HOLX Hologic, Inc.	13.48 mm	187.03 k shares	0.77	Common equity	Long	USA
GILD Gilead Sciences, Inc.	12.44 mm	134.67 k shares	0.71	Common equity	Long	USA
DE Deere & Company	12.39 mm	29.24 k shares	0.71	Common equity	Long	USA
Teva Pharmaceutical Industries Ltd	12.39 mm	562.09 k shares	0.71	Common equity	Long	Israel
NOW ServiceNow, Inc.	12.31 mm	11.61 k shares	0.70	Common equity	Long	USA
TOST Toast, Inc.	12.30 mm	337.32 k shares	0.70	Common equity	Long	USA
RBLX Roblox Corporation	11.94 mm	206.30 k shares	0.68	Common equity	Long	USA
Ferguson Enterprises Inc.	11.73 mm	67.24 k shares	0.67	Common equity	Long	USA
Flex Ltd	11.55 mm	300.80 k shares	0.66	Common equity	Long	Singapore
DHR Danaher Corporation	11.45 mm	49.87 k shares	0.65	Common equity	Long	USA
SITM SiTime Corporation	11.18 mm	52.12 k shares	0.64	Common equity	Long	USA
MANH Manhattan Associates, Inc.	11.08 mm	41.02 k shares	0.63	Common equity	Long	USA
BE Semiconductor Industries NV	10.93 mm	79.77 k shares	0.62	Common equity	Long	Netherlands
IP International Paper Company	10.88 mm	202.11 k shares	0.62	Common equity	Long	USA
MNST Monster Beverage Corporation	10.19 mm	193.83 k shares	0.58	Common equity	Long	USA
BYD Co Ltd	10.18 mm	299.23 k shares	0.58	Common equity	Long	China
UCB SA	10.07 mm	50.59 k shares	0.57	Common equity	Long	Belgium
BRKR Bruker Corporation	9.60 mm	163.79 k shares	0.55	Common equity	Long	USA
HUM Humana Inc.	9.56 mm	37.70 k shares	0.55	Common equity	Long	USA
UNH UnitedHealth Group Incorporated	9.39 mm	18.56 k shares	0.54	Common equity	Long	USA
ALGN Align Technology, Inc.	9.17 mm	43.97 k shares	0.52	Common equity	Long	USA
ZG Zillow Group Inc.	8.94 mm	120.76 k shares	0.51	Common equity	Long	USA
Tencent Holdings Ltd	8.69 mm	162.90 k shares	0.50	Common equity	Long	Cayman Islands
IR Ingersoll Rand Inc.	8.65 mm	95.61 k shares	0.49	Common equity	Long	USA
WAB Westinghouse Air Brake Technologies Corporation	8.59 mm	45.30 k shares	0.49	Common equity	Long	USA
RRC Range Resources Corporation	8.27 mm	229.93 k shares	0.47	Common equity	Long	USA
LYV Live Nation Entertainment, Inc.	8.14 mm	62.87 k shares	0.46	Common equity	Long	USA
INSM Insmed Incorporated	7.81 mm	113.19 k shares	0.45	Common equity	Long	USA
JBL Jabil Inc.	7.57 mm	52.61 k shares	0.43	Common equity	Long	USA
CRS Carpenter Technology Corporation	7.42 mm	43.70 k shares	0.42	Common equity	Long	USA
KBR KBR, Inc.	7.02 mm	121.20 k shares	0.40	Common equity	Long	USA
MLM Martin Marietta Materials, Inc.	6.88 mm	13.32 k shares	0.39	Common equity	Long	USA
SBUX Starbucks Corporation	6.31 mm	69.10 k shares	0.36	Common equity	Long	USA
BNTX BioNTech SE	6.29 mm	55.22 k shares	0.36	Common equity	Long	Germany
Meituan	5.84 mm	300.50 k shares	0.33	Common equity	Long	Cayman Islands
GKOS Glaukos Corporation	5.44 mm	36.27 k shares	0.31	Common equity	Long	USA
DOCU DocuSign, Inc.	5.40 mm	60.00 k shares	0.31	Common equity	Long	USA
ULS UL Solutions Inc.	5.11 mm	102.45 k shares	0.29	Common equity	Long	USA
CIEN Ciena Corporation	5.02 mm	59.15 k shares	0.29	Common equity	Long	USA
Chugai Pharmaceutical Co Ltd	4.98 mm	112.90 k shares	0.28	Common equity	Long	Japan
BLD TopBuild Corp.	4.82 mm	15.50 k shares	0.28	Common equity	Long	USA
Royalty Pharma PLC	4.71 mm	184.77 k shares	0.27	Common equity	Long	UK
PEN Penumbra, Inc.	4.64 mm	19.52 k shares	0.26	Common equity	Long	USA
RELX RELX Plc	4.34 mm	95.65 k shares	0.25	Common equity	Long	UK
MS Morgan Stanley	4.29 mm	34.10 k shares	0.24	Common equity	Long	USA
PDD PDD Holdings Inc.	4.24 mm	43.70 k shares	0.24	Common equity	Long	Cayman Islands
FND Floor & Decor Holdings, Inc.	3.89 mm	38.98 k shares	0.22	Common equity	Long	USA
BIIB Biogen Inc.	3.44 mm	22.50 k shares	0.20	Common equity	Long	USA
HBAN Huntington Bancshares Incorporated	3.35 mm	206.10 k shares	0.19	Common equity	Long	USA
MTB M&T Bank Corporation	3.20 mm	17.00 k shares	0.18	Common equity	Long	USA
KRUS Kura Sushi USA, Inc.	2.95 mm	32.62 k shares	0.17	Common equity	Long	USA
ZETA Zeta Global Holdings Corp.	2.93 mm	163.14 k shares	0.17	Common equity	Long	USA
TECH Bio-Techne Corporation	2.88 mm	40.03 k shares	0.16	Common equity	Long	USA
DUOL Duolingo, Inc.	2.76 mm	8.52 k shares	0.16	Common equity	Long	USA
NTNX Nutanix, Inc.	2.76 mm	45.04 k shares	0.16	Common equity	Long	USA
RKT Rocket Companies, Inc.	2.68 mm	237.57 k shares	0.15	Common equity	Long	USA
BWIN The Baldwin Insurance Group, Inc.	2.66 mm	68.66 k shares	0.15	Common equity	Long	USA
CNQ Canadian Natural Resources Limited	2.48 mm	80.24 k shares	0.14	Common equity	Long	Canada
ZG Zillow Group Inc.	2.05 mm	28.90 k shares	0.12	Common equity	Long	USA
SVV Savers Value Village, Inc.	1.89 mm	184.44 k shares	0.11	Common equity	Long	USA
GLPG Galapagos NV	1.80 mm	65.50 k shares	0.10	Common equity	Long	Belgium
Chemometec A/S	1.74 mm	25.80 k shares	0.10	Common equity	Long	Denmark
FOUR Shift4 Payments, Inc.	1.61 mm	15.50 k shares	0.09	Common equity	Long	USA
CYTK Cytokinetics, Incorporated	1.47 mm	31.24 k shares	0.08	Common equity	Long	USA
XOMA XOMA Corporation	1.09 mm	41.63 k shares	0.06	Common equity	Long	USA
CDXS Codexis, Inc.	1.04 mm	217.79 k shares	0.06	Common equity	Long	USA
KRYS Krystal Biotech, Inc.	924.29 k	5.90 k shares	0.05	Common equity	Long	USA
APPF AppFolio, Inc.	912.86 k	3.70 k shares	0.05	Common equity	Long	USA
ZVRA Zevra Therapeutics, Inc.	892.38 k	107.00 k shares	0.05	Common equity	Long	USA
IMCR Immunocore Holdings plc	868.98 k	29.46 k shares	0.05	Common equity	Long	UK
EXP Eagle Materials Inc.	863.66 k	3.50 k shares	0.05	Common equity	Long	USA
SSD Simpson Manufacturing Co., Inc.	812.57 k	4.90 k shares	0.05	Common equity	Long	USA
ARWR Arrowhead Pharmaceuticals, Inc.	739.72 k	39.35 k shares	0.04	Common equity	Long	USA
MXCT MaxCyte, Inc.	717.50 k	172.48 k shares	0.04	Common equity	Long	USA
MRNA Moderna, Inc.	703.53 k	16.92 k shares	0.04	Common equity	Long	USA
ACLX Arcellx, Inc.	691.97 k	9.02 k shares	0.04	Common equity	Long	USA
TXG 10x Genomics, Inc.	679.43 k	47.31 k shares	0.04	Common equity	Long	USA
BPMC Blueprint Medicines Corporation	553.24 k	6.34 k shares	0.03	Common equity	Long	USA
CBLL CeriBell, Inc.	445.14 k	17.20 k shares	0.03	Common equity	Long	USA
ALAB Astera Labs, Inc. Common Stock	384.11 k	2.90 k shares	0.02	Common equity	Long	USA
RXST RxSight, Inc.	326.61 k	9.50 k shares	0.02	Common equity	Long	USA
BEAM Beam Therapeutics Inc.	299.96 k	12.10 k shares	0.02	Common equity	Long	USA
JANX Janux Therapeutics, Inc.	289.12 k	5.40 k shares	0.02	Common equity	Long	USA
LUNG Pulmonx Corporation	240.37 k	35.40 k shares	0.01	Common equity	Long	USA
MDB MongoDB, Inc.	146.44 k	629.00 shares	0.01	Common equity	Long	USA
LOAR Loar Holdings Inc.	118.26 k	1.60 k shares	0.01	Common equity	Long	USA
VOR Vor Biopharma Inc.	82.18 k	74.03 k shares	0.00	Common equity	Long	USA
ACRS Aclaris Therapeutics, Inc.	60.54 k	24.41 k shares	0.00	Common equity	Long	USA
HOOK HOOKIPA Pharma Inc.	21.56 k	10.73 k shares	0.00	Common equity	Long	USA
SYBX Synlogic, Inc.	8.97 k	6.55 k shares	0.00	Common equity	Long	USA
CONTRA GAMIDA CELL LTD	0.33	334.50 k shares	0.00	Equity derivative	N/A	Israel