FundWatcher
Franklin Small-Mid Cap Growth VIP Fund
Franklin Templeton Variable Insurance Products Trust

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
GUIDEWIRE SOFTWARE INC 0 26,699 26,699 1.06% $3.99M
ROBINHOOD MARKETS INC 0 18,497 18,497 0.34% $1.28M
IONIS PHARMACEUTICALS INC 0 16,040 16,040 0.32% $1.20M
PERFORMANCE FOOD GROUP CO 0 12,990 12,990 0.29% $1.11M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BLUE OWL CAPITAL INC A 322,582 0 -322,582 0.00% -$4.82M
HUBSPOT INC 10,253 0 -10,253 0.00% -$4.11M
TRANSUNION 27,919 0 -27,919 0.00% -$2.39M
SAILPOINT INC 66,600 0 -66,600 0.00% -$1.35M
Franklin Institutional U.S. Government Money Market Fund 1,343,000 0 -1,343,000 0.00% -$1.34M
TRADE DESK INC-A 19,281 0 -19,281 0.00% -$731.91K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VERTIV HOLDINGS CO 58,635 59,618 983 3.96% $5.44M
HOWMET AEROSPACE INC 54,102 62,058 7,956 3.79% $3.21M
ROYAL CARIBBEAN CRUISES LTD 42,679 46,463 3,784 3.39% $881.66K
TARGA RESOURCES CORP 38,439 40,581 2,142 2.70% $3.08M
COMFORT SYSTEMS USA INC 3,399 6,968 3,569 2.55% $6.44M
HILTON WORLDWIDE HOLDINGS INC 29,439 29,712 273 2.39% $578.47K
ROBLOX CORP - A 139,300 147,658 8,358 2.21% -$2.94M
AXON ENTERPRISE INC 14,205 18,310 4,105 2.06% -$291.37K
VISTRA CORP 45,191 49,968 4,777 1.99% $221.03K
NATERA INC 35,890 37,010 1,120 1.96% -$820.41K
DEXCOM INC 112,424 116,636 4,212 1.94% -$136.84K
CLOUDFLARE INC-A 26,727 35,448 8,721 1.94% $2.05M
CARVANA CO CL A 21,116 22,042 926 1.84% -$1.98M
MSCI INC 12,001 12,397 396 1.77% -$203.23K
AMETEK INC NEW 29,100 29,527 427 1.68% $354.89K
ALNYLAM PHARMACEUTICALS INC 18,074 18,911 837 1.66% -$930.04K
AUTOZONE INC 1,700 1,761 61 1.58% $182.72K
IDEXX LABS INC 8,250 9,694 1,444 1.44% -$134.41K
OLD DOMINION FRT 26,811 27,566 755 1.43% $1.18M
CASEY'S GENERAL 6,211 6,782 571 1.31% $1.50M
XYLEM INC 38,300 39,641 1,341 1.25% -$478.59K
LPL FINL HLDGS INC 15,300 15,576 276 1.24% -$778.97K
FIFTH THIRD BANCORP 93,100 94,694 1,594 1.17% $41.47K
REPLIGEN CORP 33,554 36,228 2,674 1.13% -$1.23M
NASDAQ INC 48,500 50,281 1,781 1.13% -$442.45K
INSMED INC 23,155 25,665 2,510 1.11% $166.84K
TRADEWEB MARKETS INC A 32,400 34,545 2,145 1.08% $580.27K
TYLER TECHNOLOGIES INC 10,430 11,119 689 1.01% -$927.78K
PURE STORAGE INC CL A 21,955 46,932 24,977 0.73% $1.30M
PAYMENTUS HOLDINGS INC CL A 82,718 107,351 24,633 0.72% $113.65K
JONES LANG LASALLE INC 4,179 7,017 2,838 0.57% $729.31K
Ascendis Pharma A/S 5,504 8,215 2,711 0.50% $705.34K
CREDO TECHNOLOGY GROUP HOLDING LTD 3,877 15,159 11,282 0.38% $865.11K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONOLITHIC POWER SYS INC 9,654 8,398 -1,256 2.43% $431.95K
Franklin Institutional US Government Money Market Fund 11,581,193 7,105,949 -4,475,245 1.88% -$4.48M
DATADOG INC CL A 62,088 58,132 -3,956 1.82% -$1.58M
NEW YORK TIMES CO CL A 88,700 81,075 -7,625 1.80% $630.86K
BURLINGTON STORES INC 29,616 20,099 -9,517 1.73% -$2.01M
BWX TECHNOLOGIES INC 32,212 28,165 -4,047 1.53% $191.94K
MARRIOTT INTL-A 17,200 16,909 -291 1.47% $194.30K
TEXAS ROADHOUSE INC 31,800 31,552 -248 1.38% -$68.30K
ARES MANAGEMENT CORP CL A 60,484 46,349 -14,135 1.34% -$4.72M
CAVA GROUP INC 93,549 57,858 -35,691 1.24% -$809.68K
LATTICE SEMICONDUCTOR CORP 77,919 49,028 -28,891 1.20% -$1.19M
FAIR ISAAC CORP 4,630 3,831 -799 1.08% -$3.74M
VEEVA SYSTEMS-A 28,600 21,869 -6,731 1.02% -$2.54M
PROCORE TECHNOLOGIES INC 65,740 62,087 -3,653 0.94% -$1.24M
PAYCHEX INC 41,199 38,139 -3,060 0.93% -$1.11M
NVR INC 582 533 -49 0.93% -$732.01K
WINGSTOP INC 19,300 18,409 -891 0.76% -$1.75M
CG ONCOLOGY INC 42,400 35,144 -7,256 0.63% $618.10K
FASTENAL CO 49,377 46,676 -2,701 0.57% $184.27K
PINTEREST INC CL A 126,367 105,009 -21,358 0.51% -$1.35M
MANHATTAN ASSOCIATES INC 25,500 11,502 -13,998 0.41% -$2.89M
ONTO INNOVATION INC 20,651 6,955 -13,696 0.38% -$1.83M
PENUMBRA INC 15,437 2,998 -12,439 0.26% -$3.82M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CENCORA INC 24,999 24,999 0 2.08% -$590.23K
TRACTOR SUPPLY CO. 155,585 155,585 0 1.87% -$732.81K
VERISK ANALYTICS INC 32,700 32,700 0 1.64% -$1.11M
AAON INC 65,904 65,904 0 1.44% $428.38K
Fanatics Holdings, Inc. 94,539 94,539 0 1.43% -$1.41M
Databricks, Inc./Term Loan 12/24 25,878 25,878 0 1.30% $0
DOORDASH INC-A 29,971 29,971 0 1.19% -$2.29M
UNITED RENTALS INC 6,016 6,016 0 1.16% -$485.85K
Anduril Industries, Inc., Series G 45,571 45,571 0 0.83% $316.72K
CHENIERE ENERGY INC 9,685 9,685 0 0.73% $865.55K
ARTERIS INC 161,800 161,800 0 0.70% $152.09K
EQUITY LIFESTYLE PPTYS INC 35,559 35,559 0 0.59% $64.36K
ALKAMI TECHNOLOGY INC 111,803 111,803 0 0.46% -$827.34K
OneTrust LLC, Series C 82,367 82,367 0 0.24% -$318.88K
Newsela, Inc., Series D 48,915 48,915 0 0.23% -$54.99K
Plaid, Inc., Class A 3,377 3,377 0 0.22% $228.67K
Benchling, Inc., Series F 35,200 35,200 0 0.05% -$109.80K
Blaize Holdings, Inc. 10,198 10,198 0 0.00% $0
Blaize Events & Media, Inc. 30,660 30,660 0 0.00% $0

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