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RND vs Transamerica WMC US Growth VP

Shared holdings
24
RND covered by B
60.51%
B covered by RND
60.51%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RND (March 31, 2026)

SecurityWeight
NVIDIA CORP8.31%
APPLE INC8.30%
ALPHABET INC CL A8.17%
AMAZON.COM INC8.02%
MICROSOFT CORP6.81%
NETFLIX INC4.56%
ABBVIE INC4.23%
BROADCOM INC3.97%
META PLATFORMS INC CL A3.86%
LILLY ELI and CO3.81%
TESLA INC3.68%
GILEAD SCIENCES INC2.77%
INTUITIVE SURGICAL INC2.60%
BOEING CO/THE2.50%
UBER TECHNOLOGIES INC2.40%
EATON CORP PLC2.23%
THE BOOKING HOLDINGS INC2.15%
VERTEX PHARMACEUTICALS INC1.83%
BOSTON SCIENTIFIC CORP1.49%
MICRON TECHNOLOGY INC1.34%
REGENERON PHARMACEUTICALS INC1.26%
ADV MICRO DEVICE1.17%
PALANTIR TECHNOLOGIES INC1.14%
TE CONNECTIVITY PLC0.99%
CISCO SYSTEMS INC0.99%
APPLIED MATERIALS INC0.97%
LAM RESEARCH CORP0.95%
ORACLE CORP0.87%
DOORDASH INC-A0.84%
ZOETIS INC CL A0.77%
ALNYLAM PHARMACEUTICALS INC0.69%
TEXAS INSTRUMENTS INC0.62%
ROBLOX CORP - A0.55%
AXON ENTERPRISE INC0.51%
ARISTA NETWORKS INC0.45%
INTUIT INC0.42%
SERVICENOW INC0.38%
CORNING INC0.38%
PALO ALTO NETWORKS INC0.38%
ADOBE INC0.36%
CROWDSTRIKE HOLDINGS INC0.33%
MARVELL TECHNOLOGY INC0.30%
CADENCE DESIGN SYSTEMS INC0.27%
SYNOPSYS INC0.26%
MOTOROLA SOLUTIONS INC0.25%
CLOUDFLARE INC-A0.22%
FORTINET INC0.19%
AUTODESK INC0.18%
SNOWFLAKE INC CL A0.17%
WORKDAY INC CL A0.10%

Transamerica WMC US Growth VP (March 31, 2026)

SecurityWeight
NVIDIA CORP12.16%
APPLE INC9.38%
ALPHABET INC CL A7.38%
MICROSOFT CORP6.28%
BROADCOM INC5.53%
AMAZON.COM INC5.50%
META PLATFORMS INC CL A4.01%
LILLY ELI and CO3.57%
NETFLIX INC2.73%
MASTERCARD INC CL A2.68%
TESLA INC2.14%
KLA CORP1.70%
GENERAL ELECTRIC CO1.55%
PALANTIR TECHNOLOGIES INC1.43%
ORACLE CORP1.24%
ARISTA NETWORKS INC1.23%
AMPHENOL CORPORATION CL A1.20%
ADV MICRO DEVICE1.14%
LOWES COS INC1.13%
VERTEX PHARMACEUTICALS INC1.13%
GE VERNOVA LLC1.11%
HILTON WORLDWIDE HOLDINGS INC1.08%
WALMART INC1.04%
PALO ALTO NETWORKS INC0.99%
SHERWIN WILLIAMS CO0.97%
BJS WHSL CLUB HLDGS INC0.96%
ROYAL CARIBBEAN CRUISES LTD0.92%
O'REILLY AUTOMOTIVE INC0.86%
DOORDASH INC-A0.84%
FERGUSON ENTERPRISES INC0.82%
L3HARRIS TECHNOLOGIES INC0.78%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C0.76%
SHOPIFY INC CL A0.72%
VISA INC-CLASS A0.72%
INTUIT INC0.70%
CLOUDFLARE INC-A0.69%
ANALOG DEVICES INC0.69%
NASDAQ INC0.67%
WELLS FARGO & CO0.65%
CHIPOTLE MEXICAN GRILL INC0.65%
AXON ENTERPRISE INC0.64%
DEXCOM INC0.63%
CADENCE DESIGN SYSTEMS INC0.63%
PTC INC0.61%
KKR & CO INC0.59%
APPLOVIN CORP0.54%
FTAI AVIATION LTD0.52%
VEEVA SYSTEMS-A0.52%
INTUITIVE SURGICAL INC0.50%
NATERA INC0.49%

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