FundWatcher
FGRAX
Franklin Growth Opportunities Fund
Franklin Strategic Series

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
INSMED INC 0 270,335 270,335 0.96% $42.41M
BWX TECHNOLOGIES INC 0 168,598 168,598 0.78% $34.64M
JAZZ PHARMA PLC 0 203,213 203,213 0.76% $33.43M
TERADYNE INC 0 98,639 98,639 0.54% $23.78M
KLA CORP 0 15,916 15,916 0.51% $22.73M
OLD DOMINION FRT 0 126,083 126,083 0.49% $21.84M
PURE STORAGE INC CL A 0 310,470 310,470 0.49% $21.59M
CELESTICA INC SUB VTG 0 74,998 74,998 0.48% $21.07M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
SERVICENOW INC 55,118 0 -55,118 0.00% -$50.67M
TYLER TECHNOLOGIES INC 70,055 0 -70,055 0.00% -$33.36M
PINTEREST INC CL A 794,782 0 -794,782 0.00% -$26.31M
HUBSPOT INC 49,907 0 -49,907 0.00% -$24.55M
COSTAR GROUP INC 344,830 0 -344,830 0.00% -$23.73M
T-MOBILE US INC 100,124 0 -100,124 0.00% -$21.03M
BELLRING BRANDS INC 671,117 0 -671,117 0.00% -$20.22M
MERCADOLIBRE INC 4,890 0 -4,890 0.00% -$11.38M
Tanium, Inc., Series G 805,800 0 -805,800 0.00% -$5.52M
NAVAN INC-CL A 184,983 0 -184,983 0.00% -$3.75M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ALPHABET INC CL C 600,705 669,462 68,757 5.13% $57.34M
TESLA INC 248,428 303,763 55,335 2.96% $17.32M
CASEY'S GENERAL 42,711 115,652 72,941 1.59% $48.22M
CURTISS WRIGHT CORPORATION 42,535 83,386 40,851 1.24% $29.42M
ARISTA NETWORKS INC 319,919 351,009 31,090 1.13% -$696.01K
NETFLIX INC 94,491 571,680 477,189 1.08% -$57.99M
DOORDASH INC-A 175,208 205,632 30,424 0.95% -$2.49M
CARVANA CO CL A 34,622 90,366 55,744 0.82% $25.63M
REPLIGEN CORP 74,452 213,219 138,767 0.72% $20.75M
Franklin Institutional U.S. Government Money Market Fund 8,796,500 20,432,650 11,636,150 0.46% $11.64M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 2,399,364 2,310,569 -88,795 9.99% -$44.23M
MICROSOFT CORP 626,269 560,747 -65,522 5.46% -$83.00M
BROADCOM INC 790,413 715,864 -74,549 5.36% -$54.99M
AMAZON.COM INC 1,004,550 974,686 -29,864 5.28% -$12.09M
META PLATFORMS INC CL A 415,513 283,248 -132,265 4.59% -$66.45M
MASTERCARD INC CL A 214,950 169,506 -45,444 2.07% -$27.32M
TRANE TECHNOLOGIES PLC 139,912 110,655 -29,257 1.05% -$16.23M
AXON ENTERPRISE INC 99,766 80,066 -19,700 0.88% -$34.33M
APPLOVIN CORP 111,360 81,465 -29,895 0.87% -$32.43M
LINDE PLC 103,919 80,837 -23,082 0.84% -$6.53M
S&P GLOBAL INC 73,922 67,706 -6,216 0.81% -$280.99K
ADV MICRO DEVICE 188,285 149,386 -38,899 0.80% -$12.86M
Franklin Institutional US Government Money Market Fund 35,477,541 34,722,782 -754,759 0.79% -$754.76K
ROBLOX CORP - A 648,827 402,009 -246,818 0.60% -$47.35M
CROWDSTRIKE HOLDINGS INC 108,236 57,593 -50,643 0.57% -$33.35M
COCA-COLA CO/THE 354,777 326,610 -28,167 0.55% -$10.44K
UBER TECHNOLOGIES INC 468,070 277,899 -190,171 0.50% -$22.92M
BOSTON SCIENTIFIC CORP 366,891 237,038 -129,853 0.50% -$14.78M
SPOTIFY TECHNOLOGY SA 69,647 42,129 -27,518 0.48% -$24.56M
INTUITIVE SURGICAL INC 84,683 41,520 -43,163 0.47% -$24.31M
ORACLE CORP 248,651 81,163 -167,488 0.30% -$51.94M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
APPLE INC 919,424 919,424 0 5.40% -$10.01M
LILLY ELI and CO 112,675 112,675 0 2.64% $19.64M
AMPHENOL CORPORATION CL A 766,808 766,808 0 2.50% $3.63M
MCKESSON CORP 88,962 88,962 0 1.67% $1.77M
Fanatics Holdings, Inc. 1,029,939 1,029,939 0 1.54% $4.36M
Databricks, Inc./Term Loan 12/24 338,280 338,280 0 1.45% $13.53M
MONOLITHIC POWER SYS INC 54,601 54,601 0 1.39% $6.51M
Space Exploration Technologies Corp., Class A 142,857 142,857 0 1.36% $29.86M
TAIWAN SEMIC MFG CO LTD SP ADR 160,443 160,443 0 1.20% $4.83M
NATERA INC 216,932 216,932 0 1.13% $6.99M
GE VERNOVA LLC 63,348 63,348 0 1.04% $8.95M
REPUBLIC SVCS 209,953 209,953 0 1.02% $1.44M
PARKER HANNIFIN CORP 47,348 47,348 0 1.00% $7.72M
AUTOZONE INC 11,877 11,877 0 1.00% $354.65K
SHOPIFY INC CL A 300,846 300,846 0 0.89% -$12.83M
HOWMET AEROSPACE INC 183,253 183,253 0 0.86% $390.33K
MARTIN MAR MTLS 57,275 57,275 0 0.84% $2.23M
LATTICE SEMICONDUCTOR CORP 437,397 437,397 0 0.80% $3.31M
ARES MANAGEMENT CORP CL A 233,160 233,160 0 0.79% $223.83K
ANALOG DEVICES INC 100,531 100,531 0 0.71% $7.72M
FAIR ISAAC CORP 18,911 18,911 0 0.63% -$3.71M
DEXCOM INC 359,238 359,238 0 0.59% $5.32M
WINGSTOP INC 93,528 93,528 0 0.56% $4.56M
SYNOPSYS INC 53,327 53,327 0 0.56% $602.33K
Canva Australia Holdings Pty. Ltd., Series A-5 14,923 14,923 0 0.56% $0
ROBINHOOD MARKETS INC 243,955 243,955 0 0.55% -$11.54M
VERISK ANALYTICS INC 98,714 98,714 0 0.49% -$128.33K
QXO INC 931,611 931,611 0 0.47% $4.20M
Anduril Industries, Inc., Series G 297,803 297,803 0 0.42% $1.57M
ANTHROPIC PBC SERIES F PC PP 49,656 49,656 0 0.29% $5.87M
ODDITY TECH LTD A 373,526 373,526 0 0.28% -$4.64M
TEMPUS AI INC-A 186,393 186,393 0 0.25% -$5.60M
Stripe, Inc., Series I 260,482 260,482 0 0.25% $1.11M
AUTODESK INC 39,996 39,996 0 0.23% -$1.94M
Flock Group, Inc., Series G 852,374 852,374 0 0.22% -$2.84M
Plaid, Inc., Class A 56,433 56,433 0 0.21% -$1.24M
OneTrust LLC, Series C 517,056 517,056 0 0.16% -$2.97M
Celonis SE, Series D 30,190 30,190 0 0.10% -$1.47M
Aestas Management Co. LLC 8,668 8,668 0 0.09% $399.81K
ClearMotion, Inc., Series A-4 9,333,496 9,333,496 0 0.03% $3.65K
Wheels Up Experience, Inc., Escrow Account 10,278 10,278 0 0.00% $0
Fortinet, Inc. 810,440 810,440 0 0.00% $0
Optoro, Inc. 556,026 556,026 0 0.00% $0

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