Transamerica Morgan Stanley Capital Growth VP
TRANSAMERICA SERIES 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
FIXED INC CLEARING CORP.REPO 0 9,412,861 9,412,861 5.94% $9.41M
SPOTIFY TECHNOLOGY SA 0 5,498 5,498 1.68% $2.67M
PALANTIR TECHNOLOGIES INC 0 15,681 15,681 1.45% $2.29M
CIRCLE INTERNET GROUP INC A 0 15,776 15,776 0.95% $1.51M
ZSCALER INC 0 61,941,552 61,941,552 0.06% $98.98K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 11,036,358 0 -11,036,358 0.00% -$11.04M
SAMSARA INC-CL A 134,635 0 -134,635 0.00% -$4.77M
CORE & MAIN IN-A 57,847 0 -57,847 0.00% -$3.01M
ZOETIS INC CFD 42,055,198 0 -42,055,198 0.00% -$168
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
State Street Navigator Securities Lending Government Money Market Portfolio 2,811,125 6,991,330 4,180,205 4.42% $4.18M
ROBLOX CORP - A 105,598 123,427 17,829 4.41% -$1.58M
SHOPIFY INC CL A 54,343 55,645 1,302 4.17% -$2.15M
AURORA INNOVATION INC 1,303,178 1,303,460 282 3.39% $366.05K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 452,509 485,989 33,480 2.23% -$1.33M
MERCADOLIBRE INC 973 1,379 406 1.51% $424.44K
OPENDOOR TECHNOLOGIES INC 152,325 207,302 54,977 0.61% $82.12K
COINBASE GLOBAL INC 3,492 3,771 279 0.42% -$131.23K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CLOUDFLARE INC-A 120,004 102,839 -17,165 13.40% -$2.44M
ROIVANT SCIENCES LTD 287,845 250,431 -37,414 4.38% $690.70K
AFFIRM HOLDINGS INC 176,580 149,895 -26,685 4.34% -$6.27M
DOORDASH INC-A 39,620 34,108 -5,512 3.23% -$3.85M
SNOWFLAKE INC CL A 30,171 14,076 -16,095 1.34% -$4.50M
USD P IDR C @16250.00 EO 152,886,604 152,886,601 -3 0.03% -$232.83K
ZSCALER INC CFD 40,220,521 40,220,520 -1 0.00% -$6.07K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TESLA INC 36,420 36,420 0 8.55% -$2.84M
ROYALTY PHARMA PLC 260,845 260,845 0 7.90% $2.43M
APPLOVIN CORP 21,312 21,312 0 5.36% -$5.88M
QXO INC 435,169 435,169 0 5.34% $56.57K
MEDLINE INC-A 134,034 134,034 0 3.77% $335.08K
STRATEGY INC CL A 43,779 43,779 0 3.45% -$1.19M
IONQ INC 123,731 123,731 0 2.25% -$1.98M
AIRBNB INC CLASS A 24,111 24,111 0 1.92% -$227.61K
CROWDSTRIKE HOLDINGS INC 5,875 5,875 0 1.45% -$460.31K
INTERCONTINENTAL EXCHANGE INC 13,045 13,045 0 1.30% -$61.05K
BITMINE IMMERSION TECHNOLOGIES INC 60,355 60,355 0 0.75% -$444.82K

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