VP Ultra Fund
American Century Variable Portfolios, Inc.

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, 2023 → Mar 31, 2024

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

Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
ALNYLAM PHARMACEUTICALS INC 0 7,380 7,380 0.30% $1.10M
TRADEWEB MARKETS INC A 0 8,740 8,740 0.25% $910.45K
State Street Navigator Securities Lending Government Money Market Portfolio 0 717,080 717,080 0.20% $717.08K
Fixed Income Clearing Corp 5.30 04/01/2024 0 652,000 652,000 0.18% $652.00K
Bank of Montreal/Chicago IL 5.28 04/01/2024 0 29,299 29,299 0.01% $29.30K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
Fixed Income Clearing Corp 5.31 01/02/2024 1,602,000 0 -1,602,000 0.00% -$1.60M
Bank of Montreal/Chicago IL 5.30 01/02/2024 133,468 0 -133,468 0.00% -$133.47K
Toronto-Dominion Bank/The 5.30 01/02/2024 133,000 0 -133,000 0.00% -$133.00K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
META PLATFORMS INC CL A 10,720 19,180 8,460 2.55% $5.52M
APPLIED MATERIALS INC 42,120 43,210 1,090 2.44% $2.08M
ANALOG DEVICES INC 21,700 22,600 900 1.23% $161.30K
LATTICE SEMICONDUCTOR CORP 33,790 36,170 2,380 0.78% $498.41K
DOCUSIGN INC 43,200 46,010 2,810 0.75% $171.66K
DYNATRACE INC 49,200 55,050 5,850 0.70% -$134.23K
ADV MICRO DEVICE 11,610 12,750 1,140 0.63% $589.82K
GARTNER INC 3,720 4,090 370 0.53% $271.45K
SYNOPSYS INC 2,770 2,970 200 0.47% $271.05K
BLOCK INC CL A 12,630 15,530 2,900 0.36% $336.60K
ZURN ELKAY WATER SOLUTIONS CORP 1 6 5 0.02% $88.19K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
MASTERCARD INC CL A 31,760 31,690 -70 4.18% $1.71M
UNITEDHEALTH GRP 18,210 16,670 -1,540 2.26% -$1.34M
SALESFORCE INC 33,020 26,530 -6,490 2.19% -$698.58K
VISA INC-CLASS A 37,010 26,010 -11,000 1.99% -$2.38M
REGENERON PHARMACEUTICALS INC 7,620 7,120 -500 1.88% $160.36K
FAIR ISAAC CORP 4,500 3,750 -750 1.28% -$552.01K
OKTA INC CL A 46,180 44,460 -1,720 1.28% $470.73K
ASML Holding NV 5,000 4,570 -430 1.21% $656.00K
WINGSTOP INC 15,470 12,040 -3,430 1.21% $442.16K
ADVANCED DRAINAGE SYSTEMS INC 16,900 15,820 -1,080 0.75% $348.02K
ACUITY INC 9,460 8,820 -640 0.65% $432.51K
COPART INC 46,840 39,100 -7,740 0.62% -$30.49K
NORDSON CORP 7,910 7,560 -350 0.57% -$13.98K
HUNT J B TRANSPORT SERVICES IN 10,770 8,160 -2,610 0.45% -$525.32K
IDEXX LABS INC 3,430 2,950 -480 0.44% -$311.03K
GENMAB AS 5,140 4,810 -330 0.40% -$196.73K
NIKE INC CL B 22,450 12,700 -9,750 0.33% -$1.24M
BIOGEN INC 8,190 5,000 -3,190 0.30% -$1.04M
CINTAS CORP 2,270 1,430 -840 0.27% -$385.59K
JOHNSON CONTROLS 26,210 13,390 -12,820 0.24% -$636.11K
iShares Russell 1000 Growth ETF 5,360 2,090 -3,270 0.19% -$920.56K
COGNEX CORP 23,540 14,040 -9,500 0.16% -$386.98K
State Street Navigator Securities Lending Portfolio II 53,676 2,653 -51,023 0.00% -$51.02K
Security Shares Dec 2023 Shares Mar 2024 Δ shares End % Δ value
APPLE INC 202,580 202,580 0 9.52% -$4.26M
NVIDIA CORP 36,220 36,220 0 8.97% $14.79M
MICROSOFT CORP 56,670 56,670 0 6.54% $2.53M
AMAZON.COM INC 118,140 118,140 0 5.84% $3.36M
ALPHABET INC CL C 87,930 87,930 0 3.67% $996.25K
ALPHABET INC CL A 80,020 80,020 0 3.31% $899.42K
LILLY ELI and CO 12,490 12,490 0 2.66% $2.44M
CHIPOTLE MEXICAN GRILL INC 3,220 3,220 0 2.57% $2.00M
COSTCO WHOLESALE CORP 11,070 11,070 0 2.22% $803.13K
TESLA INC 45,780 45,780 0 2.21% -$3.33M
NETFLIX INC 13,090 13,090 0 2.18% $1.58M
INTUITIVE SURGICAL INC 17,660 17,660 0 1.93% $1.09M
LULULEMON ATHLETICA INC 16,550 16,550 0 1.77% -$2.00M
DEXCOM INC 35,330 35,330 0 1.34% $516.17K
MSCI INC 7,410 7,410 0 1.14% -$38.53K
ZSCALER INC 21,550 21,550 0 1.14% -$623.44K
ECOLAB INC 15,490 15,490 0 0.98% $504.20K
DATADOG INC CL A 26,350 26,350 0 0.89% $58.50K
CONSTELLATION BRANDS INC CL A 11,500 11,500 0 0.86% $345.12K
EOG RESOURCES INC 24,250 24,250 0 0.85% $167.08K
FORTIVE CORP 33,360 33,360 0 0.79% $413.33K
KEYENCE CORP 5,200 5,200 0 0.66% $129.50K
EDWARDS LIFESCIENCES CORP 23,650 23,650 0 0.62% $456.68K
SLB LTD 40,330 40,330 0 0.61% $111.71K
WESTINGHOUSE AIR BRAKE TECH CORP 11,320 11,320 0 0.45% $212.59K
WATERS CORP 4,470 4,470 0 0.42% $67.05K
PAYCOM SOFTWARE INC 6,450 6,450 0 0.35% -$49.73K
DONALDSON CO INC 15,140 15,140 0 0.31% $141.26K
INSULET CORP 5,810 5,810 0 0.27% -$264.82K
GILEAD SCIENCES INC 11,410 11,410 0 0.23% -$88.54K
POOL CORP 2,010 2,010 0 0.22% $9.63K
YASKAWA ELECTRIC 18,400 18,400 0 0.21% $17.53K
SAPIENCE WARRANTS 08/23/2027 4,290 4,290 0 0.00% $0

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