FundWatcher
Mid-Cap Growth Portfolio
PACIFIC SELECT FUND

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
DUOLINGO INC 0 81,270 81,270 1.03% $8.01M
TARGA RESOURCES CORP 0 21,918 21,918 0.71% $5.50M
GITLAB INC-CL A 0 200,997 200,997 0.56% $4.35M
PINTEREST INC CL A 0 230,277 230,277 0.54% $4.22M
TYLER TECHNOLOGIES INC 0 8,795 8,795 0.39% $3.01M
ON HOLDING AG 0 61,338 61,338 0.27% $2.09M
PAYLOCITY HOLDING CORP 0 16,561 16,561 0.23% $1.79M
MONOLITHIC POWER SYS INC 0 1,314 1,314 0.18% $1.44M
ROCKET LAB CORP 0 17,934 17,934 0.15% $1.15M
JABIL INC 0 1,949 1,949 0.07% $517.71K
RALPH LAUREN CORP 0 1,367 1,367 0.06% $470.23K
FRESHPET INC 0 7,057 7,057 0.05% $416.08K
ENPHASE ENERGY INC 0 7,959 7,959 0.04% $300.93K
TAPESTRY INC 0 1,655 1,655 0.03% $233.54K
STANDARDAERO INC 0 7,958 7,958 0.03% $205.56K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ZSCALER INC 93,643 0 -93,643 0.00% -$21.06M
ROBLOX CORP - A 191,626 0 -191,626 0.00% -$15.53M
RUBRIK INC-A 68,204 0 -68,204 0.00% -$5.22M
NORWEGIAN CRUISE LINE HLDGS LTD 174,944 0 -174,944 0.00% -$3.90M
NUTANIX INC CL A 65,674 0 -65,674 0.00% -$3.39M
BOOZ ALLEN HAMILTON HLDG CL A 26,773 0 -26,773 0.00% -$2.26M
LENNOX INTL INC 4,440 0 -4,440 0.00% -$2.16M
AUTOZONE INC 557 0 -557 0.00% -$1.89M
TRACTOR SUPPLY CO. 29,892 0 -29,892 0.00% -$1.49M
MSCI INC 2,512 0 -2,512 0.00% -$1.44M
DEXCOM INC 17,940 0 -17,940 0.00% -$1.19M
CELANESE CORP 18,574 0 -18,574 0.00% -$785.31K
TKO GROUP HOLDINGS INC 1,514 0 -1,514 0.00% -$316.43K
RB GLOBAL INC 2,469 0 -2,469 0.00% -$253.99K
SOFI TECHNOLOGIES INC A 9,620 0 -9,620 0.00% -$251.85K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VERTIV HOLDINGS CO 121,263 128,778 7,515 4.14% $12.62M
HOWMET AEROSPACE INC 108,542 133,148 24,606 3.94% $8.43M
BANK OF NEW YORK MELLON CORP 133,817 184,335 50,518 2.81% $6.33M
LULULEMON ATHLETICA INC 6,895 103,485 96,590 2.03% $14.41M
VEEVA SYSTEMS-A 59,958 80,169 20,211 1.81% $698.06K
Recv Long Tsla Trs Cs 4,647,653 13,835,788 9,188,135 1.78% $9.19M
GARTNER INC 2,437 87,303 84,866 1.77% $13.21M
BWX TECHNOLOGIES INC 56,145 58,574 2,429 1.54% $2.27M
EXPEDIA INC 48,085 49,673 1,588 1.47% -$2.15M
DYNATRACE INC 193,310 288,173 94,863 1.37% $2.28M
CARVANA CO CL A 19,745 32,762 13,017 1.32% $1.97M
HUBSPOT INC 23,603 36,076 12,473 1.13% -$665.73K
QUANTA SVCS INC 14,585 15,927 1,342 1.12% $2.59M
NATERA INC 39,111 42,120 3,009 1.08% -$536.36K
DOCUSIGN INC 66,419 164,098 97,679 1.00% $3.24M
HILTON WORLDWIDE HOLDINGS INC 23,637 24,915 1,278 0.97% $786.42K
SWIB 3,824,095 6,332,526 2,508,431 0.81% $2.51M
CHEWY INC- CL A 79,857 225,923 146,066 0.78% $3.46M
KARMAN HOLDINGS INC 41,316 67,010 25,694 0.69% $2.34M
ELASTIC NV 23,019 94,416 71,397 0.61% $2.98M
SAREPTA THERAPEUTICS INC 147,708 161,341 13,633 0.45% $332.10K
HEICO CORP 8,390 12,375 3,985 0.44% $678.30K
DOXIMITY INC-A 101,015 142,901 41,886 0.43% -$1.14M
SOUTHWEST AIRLINES CO 29,496 86,147 56,651 0.42% $2.02M
ROKU INC CLASS A 11,718 31,209 19,491 0.38% $1.68M
FAIR ISAAC CORP 252 2,609 2,357 0.36% $2.36M
Pacific Life U.S. Government Fund Direct 2,242,910 2,764,778 521,867 0.35% $521.87K
RESTAURANT BRANDS INTERNATIONAL INC 4,384 34,608 30,224 0.33% $2.26M
GLOBANT SA 26,595 45,807 19,212 0.27% $373.65K
MANHATTAN ASSOCIATES INC 2,939 15,108 12,169 0.26% $1.50M
ROCKWELL AUTOMATION INC 877 5,539 4,662 0.26% $1.65M
LYFT INC-A 59,865 143,827 83,962 0.25% $753.31K
OKTA INC CL A 16,569 23,022 6,453 0.23% $379.34K
DOUBLEVERIFY HOLDINGS INC 177,880 181,327 3,447 0.22% -$312.34K
KYNDRYL HOLDINGS INC 53,712 90,712 37,000 0.15% -$236.45K
GODADDY INC CL A 4,029 7,762 3,733 0.08% $141.77K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AMERIPRISE FINANCIAL INC 68,781 60,562 -8,219 3.46% -$6.81M
VIKING HOLDINGS LTD 370,483 291,732 -78,751 2.75% -$5.02M
EMCOR GROUP INC 27,610 25,750 -1,860 2.44% $2.12M
ALNYLAM PHARMACEUTICALS INC 56,330 54,604 -1,726 2.32% -$4.33M
CENCORA INC 57,922 54,670 -3,252 2.21% -$2.39M
ALLISON TRANSMISSION HLDGS INC 121,289 114,446 -6,843 1.72% $1.52M
GENERAC HOLDINGS INC 71,644 66,421 -5,223 1.67% $3.20M
CHENIERE ENERGY INC 43,961 43,305 -656 1.58% $3.74M
CARDINAL HEALTH INC 57,771 56,634 -1,137 1.54% $95.39K
UIPATH INC -CL A 937,929 908,043 -29,886 1.29% -$5.29M
ROYAL CARIBBEAN CRUISES LTD 51,843 35,719 -16,124 1.26% -$4.63M
LIVE NATION ENTERTAINMENT INC 66,327 59,075 -7,252 1.16% -$442.07K
ALLSTATE CORPORATION 41,368 37,382 -3,986 1.00% -$859.97K
REDDIT INC-A 58,539 55,969 -2,570 0.97% -$5.92M
VISTRA CORP 60,124 48,067 -12,057 0.93% -$2.47M
NRG ENERGY INC 62,209 48,850 -13,359 0.92% -$2.77M
TRANSDIGM GROUP INC 8,377 5,973 -2,404 0.89% -$4.22M
PAYCOM SOFTWARE INC 58,686 56,582 -2,104 0.88% -$2.48M
YUM! BRANDS INC 41,763 40,313 -1,450 0.80% -$50.04K
DECKERS OUTDOOR CORP 223,538 59,949 -163,589 0.77% -$17.17M
TRADE DESK INC-A 291,893 260,857 -31,036 0.76% -$5.16M
INSMED INC 49,249 35,253 -13,996 0.74% -$2.81M
ROLLINS INC 146,065 103,367 -42,698 0.71% -$3.25M
PURE STORAGE INC CL A 162,416 91,744 -70,672 0.70% -$5.47M
TOAST INC-A 313,456 204,188 -109,268 0.69% -$5.72M
LUMENTUM HOLDINGS INC 17,750 7,477 -10,273 0.67% -$1.29M
GUIDEWIRE SOFTWARE INC 39,522 34,629 -4,893 0.66% -$2.77M
IDEXX LABS INC 8,959 8,551 -408 0.62% -$1.26M
EXELIXIS INC 120,717 104,651 -16,066 0.58% -$802.54K
TEXAS ROADHOUSE INC 52,198 26,061 -26,137 0.55% -$4.36M
DATADOG INC CL A 61,837 34,796 -27,041 0.53% -$4.30M
MONGODB INC CL A 14,648 14,516 -132 0.46% -$2.59M
TRIPADVISOR INC 312,342 293,960 -18,382 0.40% -$1.41M
ARCH CAPITAL GROUP LTD 44,506 32,327 -12,179 0.40% -$1.17M
CARNIVAL CORP 221,447 116,682 -104,765 0.39% -$3.74M
HALOZYME THERAPEUTICS INC 88,152 45,799 -42,353 0.38% -$2.97M
COGNEX CORP 89,471 56,994 -32,477 0.36% -$427.03K
VERALTO CORP 88,429 29,787 -58,642 0.34% -$6.19M
INCYTE CORP 24,438 21,385 -3,053 0.26% -$400.99K
WW GRAINGER INC 2,303 1,839 -464 0.26% -$317.84K
CLOUDFLARE INC-A 66,034 6,529 -59,505 0.17% -$11.67M
SIMON PROPERTY 10,715 7,183 -3,532 0.17% -$643.61K
WAYFAIR INC- A 28,211 16,575 -11,636 0.16% -$1.59M
TRANE TECHNOLOGIES PLC 3,388 2,680 -708 0.14% -$201.75K
COUPANG INC A 398,482 58,442 -340,040 0.14% -$8.30M
AXON ENTERPRISE INC 3,890 1,855 -2,035 0.10% -$1.42M
EQUITABLE HOLDINGS INC 265,730 16,137 -249,593 0.08% -$12.06M
EPAM SYSTEMS INC 4,571 2,895 -1,676 0.05% -$544.52K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIVE BELOW INC 89,564 89,564 0 2.63% $3.59M
MKS INSTRUMENTS INC 52,512 52,512 0 1.55% $3.68M
ULTA BEAUTY INC 22,345 22,345 0 1.50% -$1.84M
INSULET CORP 51,531 51,531 0 1.39% -$3.83M
WEATHERFORD INTERNATIONAL PLC 106,148 106,148 0 1.29% $1.73M
COMFORT SYSTEMS USA INC 5,890 5,890 0 1.04% $2.63M
MAPLEBEAR INC 200,907 200,907 0 0.97% -$1.51M
10X GENOMICS INC 290,558 290,558 0 0.79% $1.43M
NETAPP INC 59,392 59,392 0 0.78% -$279.14K
DOMINOS PIZZA INC 13,431 13,431 0 0.62% -$779.40K
AMERICAN AIRLINES GROUP INC 347,953 347,953 0 0.48% -$1.60M
ALBERTSONS COS INC CL A 181,260 181,260 0 0.40% -$23.56K
MEDPACE HOLDINGS INC 5,979 5,979 0 0.37% -$487.05K
XP, Inc., Class A 149,025 149,025 0 0.36% $397.90K
ILLUMINA INC 22,223 22,223 0 0.35% -$175.56K
HUBBELL INC 4,548 4,548 0 0.29% $212.07K
FIVE9 INC 133,044 133,044 0 0.26% -$649.25K
WILLIAMS-SONOMA INC 10,822 10,822 0 0.25% $40.47K
CBRE GROUP INC - CL A 14,333 14,333 0 0.25% -$363.05K
WEX INC 12,597 12,597 0 0.25% $51.14K
PLANET FITNESS INC CL A 22,656 22,656 0 0.22% -$772.34K
TERADYNE INC 4,647 4,647 0 0.18% $478.18K
WESTERN UNION CO 152,476 152,476 0 0.17% -$88.44K
FORTREA HOLDINGS INC 66,351 66,351 0 0.08% -$519.53K
COCA COLA CONSOLIDATED INC 3,182 3,182 0 0.08% $122.32K
TETRA TECH INC 10,449 10,449 0 0.04% -$35.74K
BROADRIDGE FINL 1,892 1,892 0 0.04% -$114.83K

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