# Portfolio overlap — LGLIX vs TADAX

Comparing **Lord Abbett Growth Leaders Fund** (2026-04-30) and **Transamerica US Growth** (2026-04-30).

- Shared positions: 29
- Lord Abbett Growth Leaders Fund covered by Transamerica US Growth: 0.5662315887328845588810546599
- Transamerica US Growth covered by Lord Abbett Growth Leaders Fund: 0.5662315887328845588810546599

## Lord Abbett Growth Leaders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.125399 | ✓ |
| ALPHABET INC CL A | 0.080193 | ✓ |
| APPLE INC | 0.053659 | ✓ |
| AMAZON.COM INC | 0.051446 | ✓ |
| FIXED INC CLEARING CORP.REPO | 0.038432 | ✓ |
| BROADCOM INC | 0.035802 | ✓ |
| COMFORT SYSTEMS USA INC | 0.032702 |  |
| LILLY ELI and CO | 0.031424 | ✓ |
| GENERAL ELECTRIC CO | 0.022601 | ✓ |
| META PLATFORMS INC CL A | 0.022531 | ✓ |
| LAM RESEARCH CORP | 0.021018 |  |
| GE VERNOVA LLC | 0.020952 | ✓ |
| NATERA INC | 0.020275 | ✓ |
| ARISTA NETWORKS INC | 0.018424 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.017460 | ✓ |
| CLOUDFLARE INC-A | 0.017342 | ✓ |
| MONOLITHIC POWER SYS INC | 0.016274 |  |
| GILEAD SCIENCES INC | 0.014421 |  |
| HOWMET AEROSPACE INC | 0.013525 |  |
| ANALOG DEVICES INC | 0.013410 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.012831 | ✓ |
| ARGENX SE SPONSORED ADR | 0.012703 |  |
| CARPENTER TECHNOLOGY CORP | 0.012174 |  |
| MICROSOFT CORP | 0.011934 | ✓ |
| SHOPIFY INC CL A | 0.011308 | ✓ |
| EMCOR GROUP INC | 0.011273 |  |
| MICRON TECHNOLOGY INC | 0.010471 | ✓ |
| LUMENTUM HOLDINGS INC | 0.010397 |  |
| BLOOM ENERGY CORP CL A | 0.010348 |  |
| CORNING INC | 0.010234 |  |
| APPLOVIN CORP | 0.010083 | ✓ |
| REVOLUTION MEDICINES INC | 0.010041 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009491 | ✓ |
| VERTIV HOLDINGS CO | 0.009472 |  |
| GUARDANT HEALTH INC | 0.009227 |  |
| COSTCO WHOLESALE CORP | 0.009100 |  |
| VERTEX PHARMACEUTICALS INC | 0.009070 | ✓ |
| CARVANA CO CL A | 0.008729 |  |
| AMPHENOL CORPORATION CL A | 0.008556 | ✓ |
| KLA CORP | 0.007721 | ✓ |
| ADV MICRO DEVICE | 0.007535 | ✓ |
| Abivax SA SPONSORED ADS | 0.007275 |  |
| NEXTRACKER INC CL A | 0.007186 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.007008 |  |
| L3HARRIS TECHNOLOGIES INC | 0.006812 | ✓ |
| KARMAN HOLDINGS INC | 0.006482 |  |
| TE CONNECTIVITY PLC | 0.006387 |  |
| CROWDSTRIKE HOLDINGS INC | 0.006236 |  |
| CIRCLE INTERNET GROUP INC A | 0.006177 |  |
| LATTICE SEMICONDUCTOR CORP | 0.006093 |  |

## Transamerica US Growth — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.117708 | ✓ |
| ALPHABET INC CL A | 0.087600 | ✓ |
| APPLE INC | 0.084691 | ✓ |
| BROADCOM INC | 0.067494 | ✓ |
| AMAZON.COM INC | 0.061376 | ✓ |
| MICROSOFT CORP | 0.058538 | ✓ |
| META PLATFORMS INC CL A | 0.038243 | ✓ |
| LILLY ELI and CO | 0.032224 | ✓ |
| MASTERCARD INC CL A | 0.023933 |  |
| NETFLIX INC | 0.023518 | ✓ |
| TESLA INC | 0.020037 | ✓ |
| ADV MICRO DEVICE | 0.019998 | ✓ |
| KLA CORP | 0.017937 | ✓ |
| GENERAL ELECTRIC CO | 0.015563 | ✓ |
| ARISTA NETWORKS INC | 0.014982 | ✓ |
| AMPHENOL CORPORATION CL A | 0.013814 | ✓ |
| ORACLE CORP | 0.012088 |  |
| PALANTIR TECHNOLOGIES INC | 0.012067 | ✓ |
| SHERWIN WILLIAMS CO | 0.011257 |  |
| LOWES COS INC | 0.010466 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.010263 | ✓ |
| PALO ALTO NETWORKS INC | 0.010200 |  |
| WALMART INC | 0.009807 |  |
| VERTEX PHARMACEUTICALS INC | 0.009643 | ✓ |
| GE VERNOVA LLC | 0.009355 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.008525 |  |
| DOORDASH INC-A | 0.008310 |  |
| BJS WHSL CLUB HLDGS INC | 0.008287 |  |
| O'REILLY AUTOMOTIVE INC | 0.008205 |  |
| ANALOG DEVICES INC | 0.007759 | ✓ |
| FERGUSON ENTERPRISES INC | 0.007242 |  |
| ECHOSTAR CORP CL A | 0.007036 |  |
| MICRON TECHNOLOGY INC | 0.007016 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.006941 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.006849 |  |
| CLOUDFLARE INC-A | 0.006595 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.006457 | ✓ |
| NASDAQ INC | 0.006375 |  |
| FIXED INC CLEARING CORP.REPO | 0.006035 | ✓ |
| WELLS FARGO & CO | 0.006005 |  |
| KKR & CO INC | 0.005924 |  |
| INTUIT INC | 0.005483 |  |
| APPLOVIN CORP | 0.005451 | ✓ |
| FTAI AVIATION LTD | 0.005392 |  |
| AXON ENTERPRISE INC | 0.005391 |  |
| INTUITIVE SURGICAL INC | 0.005329 | ✓ |
| WAYFAIR INC- A | 0.005321 |  |
| DEXCOM INC | 0.005317 |  |
| PTC INC | 0.005276 |  |
| CUMMINS INC | 0.005155 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068165` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/898031/000141036826068165/0001410368-26-068165-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063316` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/787623/000141036826063316/0001410368-26-063316-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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