RINCX
Victory RS Science & Technology Fund
Victory Portfolios

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.

Dec 31, 2025 → Mar 31, 2026

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

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PALO ALTO NETWORKS INC 0 13,665 13,665 1.15% $2.19M
Yandex NV 0 20,520 20,520 1.11% $2.13M
NAVAN INC-CL A 0 74,010 74,010 0.51% $979.89K
RUBRIK INC-A 0 15,050 15,050 0.39% $737.00K
RED CAT HOLDINGS INC 0 55,260 55,260 0.38% $723.35K
CONTRA CYBERARK SOFTWA 0.00000000 0 6,210 6,210 0.15% $279.45K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.01 6,240 0 -6,240 0.00% -$2.78M
AEHR TEST SYSTEMS 69,540 0 -69,540 0.00% -$1.40M
FAIR ISAAC CORP 700 0 -700 0.00% -$1.18M
VEEVA SYSTEMS-A 4,230 0 -4,230 0.00% -$944.26K
ARCELLX INC 13,470 0 -13,470 0.00% -$878.24K
COINBASE GLOBAL INC 3,170 0 -3,170 0.00% -$716.86K
GITLAB INC-CL A 18,900 0 -18,900 0.00% -$709.32K
monday.com Ltd. (Israel) 4,180 0 -4,180 0.00% -$616.80K
STRATEGY INC CL A 3,480 0 -3,480 0.00% -$528.79K
TRADE DESK INC-A 10,950 0 -10,950 0.00% -$415.66K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLOVIN CORP 17,400 18,770 1,370 3.90% -$4.25M
SERVICENOW INC 34,850 37,140 2,290 2.03% -$1.46M
BRIDGEBIO PHARMA INC 32,230 41,450 9,220 1.61% $612.80K
TAKE-TWO INTERACTV SOFTWR INC 9,940 15,110 5,170 1.56% $439.29K
ARISTA NETWORKS INC 19,750 23,670 3,920 1.52% $318.36K
REDDIT INC-A 16,380 19,390 3,010 1.36% -$1.15M
TWIST BIOSCIENCE CORP 21,720 29,460 7,740 0.73% $710.98K
SAMSARA INC-CL A 15,690 26,280 10,590 0.44% $276.60K
MONEYMKT 660,810 816,020 155,209 0.43% $155.21K
Invesco Government & Agency Portfolio, Institutional Class 660,810 816,020 155,209 0.43% $155.21K
HSBC US GOVT MMKT-I 729,178 816,020 86,842 0.43% $86.84K
MSILF-GOVT-INS 592,443 816,020 223,577 0.43% $223.58K
KYMERA THERAPEUTICS INC 6,880 9,330 2,450 0.41% $241.76K
RIOT PLATFORMS INC 22,610 60,160 37,550 0.39% $457.11K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 118,420 110,220 -8,200 10.05% -$2.86M
MICROSOFT CORP 34,450 34,250 -200 6.63% -$3.98M
META PLATFORMS INC CL A 19,680 19,570 -110 5.85% -$1.79M
AMAZON.COM INC 39,970 39,730 -240 4.32% -$951.31K
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 36,720 33,350 -3,370 3.87% $1.12M
MONOLITHIC POWER SYS INC 5,910 5,090 -820 2.91% $208.56K
COHERENT CORP 29,660 22,630 -7,030 2.82% -$83.65K
GUARDANT HEALTH INC 57,770 57,430 -340 2.77% -$595.82K
NETFLIX INC 64,900 54,790 -10,110 2.75% -$816.97K
REVOLUTION MEDICINES INC 39,500 39,270 -230 2.00% $672.83K
LAM RESEARCH CORP 17,010 16,910 -100 1.89% $701.22K
ORACLE CORP 24,220 24,070 -150 1.85% -$1.18M
SEMTECH CORP 47,790 42,650 -5,140 1.71% -$242.29K
FABRINET 6,040 6,010 -30 1.64% $384.44K
VISA INC-CLASS A 10,460 9,530 -930 1.51% -$788.08K
NATERA INC 13,770 13,690 -80 1.43% -$416.71K
LILLY ELI and CO 2,910 2,900 -10 1.39% -$459.99K
ANAPTYSBIO INC 48,350 48,060 -290 1.39% $321.40K
INSMED INC 21,970 16,180 -5,790 1.38% -$1.18M
MAXLINEAR INC 138,110 137,300 -810 1.25% -$19.61K
JFROG LTD 49,860 49,560 -300 1.22% -$788.40K
BROADCOM INC 7,290 7,250 -40 1.17% -$279.12K
Silicon Motion Technology Corp. SPONSORED ADR 19,350 19,230 -120 1.13% $365.59K
SNOWFLAKE INC CL A 14,170 14,080 -90 1.11% -$984.79K
SYNOPSYS INC 5,360 5,330 -30 1.10% -$404.46K
PROTAGONIST THERAPEUTICS INC 20,140 20,020 -120 1.10% $351.08K
CREDO TECHNOLOGY 21,580 21,450 -130 1.05% -$1.09M
VARONIS SYSTEMS INC 90,660 90,130 -530 1.01% -$1.04M
VERTEX PHARMACEUTICALS INC 4,250 4,230 -20 0.99% -$37.92K
APOGEE THERAPEUTICS INC 19,580 19,460 -120 0.86% $160.05K
PALANTIR TECHNOLOGIES INC 11,220 11,150 -70 0.85% -$363.33K
KLAVIYO INC-A 78,600 78,140 -460 0.79% -$1.03M
IDEAYA BIOSCIENCES 41,320 41,070 -250 0.72% -$59.98K
CRINETICS PHARMACEUTICALS INC 37,120 36,900 -220 0.70% -$387.73K
NOVANTA INC 10,980 10,910 -70 0.67% -$17.93K
MAPLEBEAR INC 34,260 34,060 -200 0.67% -$265.13K
VIRIDIAN THERAPEUTICS INC 64,560 64,180 -380 0.66% -$753.75K
ORIC PHARMACEUTICALS INC 93,090 92,540 -550 0.61% $411.01K
IMPINJ INC 11,030 10,960 -70 0.59% -$793.74K
DISC MEDICINE INC 23,840 16,460 -7,380 0.55% -$840.68K
DYNATRACE INC 32,600 27,990 -4,610 0.54% -$377.81K
HCI GROUP INC 6,650 6,610 -40 0.53% -$252.77K
SPYRE THERAPEUTICS INC 19,928 19,808 -120 0.52% $346.27K
OLEMA PHARMACEUTICALS INC 66,230 65,840 -390 0.51% -$674.08K
TRIMBLE INC 24,130 14,300 -9,830 0.49% -$957.80K
Wix.com Ltd 7,230 6,040 -1,190 0.28% -$207.10K
ZYMEWORKS INC 21,570 21,440 -130 0.28% -$31.08K
DYNE THERAPEUTICS INC 26,850 26,690 -160 0.25% -$41.30K
ABSCI CORP 94,560 94,000 -560 0.15% -$48.01K
CAMP4 THERAPEUTICS CORP 59,270 58,930 -340 0.14% -$103.44K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ATHENEX INC 1,346,518 1,346,518 0 0.00% $0

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