LVIP Nomura U.S. Growth Fund
LINCOLN 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
TJX COS INC 0 17,557 17,557 0.61% $2.80M
DELL TECHNOLOGIES INC CL C 0 12,610 12,610 0.45% $2.07M
LYFT INC-A 0 95,225 95,225 0.28% $1.27M
DARLING INGREDIENTS INC 0 20,278 20,278 0.28% $1.25M
EXLSERVICE HOLDINGS INC 0 37,983 37,983 0.25% $1.16M
DOCUSIGN INC 0 23,466 23,466 0.24% $1.11M
CHEWY INC- CL A 0 38,730 38,730 0.23% $1.05M
CORPAY INC 0 3,123 3,123 0.20% $908.76K
WAYFAIR INC- A 0 10,061 10,061 0.17% $756.69K
ANGLOGOLD ASHANTI PLC 0 5,488 5,488 0.12% $534.31K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DOORDASH INC-A 18,943 0 -18,943 0.00% -$4.29M
MANHATTAN ASSOCIATES INC 19,161 0 -19,161 0.00% -$3.32M
HF SINCLAIR CORP 66,641 0 -66,641 0.00% -$3.07M
INCYTE CORP 26,073 0 -26,073 0.00% -$2.58M
CARVANA CO CL A 3,821 0 -3,821 0.00% -$1.61M
MONOLITHIC POWER SYS INC 459 0 -459 0.00% -$416.02K
PURE STORAGE INC CL A 5,390 0 -5,390 0.00% -$361.18K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 170,753 174,364 3,611 9.70% -$2.17M
MICROSOFT CORP 86,460 89,993 3,533 7.31% -$8.50M
MCKESSON CORP 12,111 13,926 1,815 2.64% $2.12M
THE BOOKING HOLDINGS INC 2,007 2,457 450 2.27% -$403.39K
State Street Navigator Securities Lending Portfolio II 1,909,454 7,886,287 5,976,833 1.73% $5.98M
CARDINAL HEALTH INC 29,016 36,279 7,263 1.68% $1.70M
GE VERNOVA LLC 2,789 6,036 3,247 1.16% $3.45M
ABBVIE INC 9,017 20,183 11,166 0.96% $2.33M
ROKU INC CLASS A 11,178 39,980 28,802 0.83% $2.57M
ADOBE INC 8,099 12,395 4,296 0.66% $178.41K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL A 89,581 70,731 -18,850 4.46% -$7.70M
LAM RESEARCH CORP 102,576 64,656 -37,920 3.03% -$3.74M
ARISTA NETWORKS INC 50,742 44,345 -6,397 1.19% -$1.20M
CITIGROUP INC 35,441 32,591 -2,850 0.81% -$439.46K
GRAND CANYON EDUCATION INC 23,085 11,276 -11,809 0.42% -$1.92M
DECKERS OUTDOOR CORP 16,172 5,911 -10,261 0.13% -$1.08M
UBER TECHNOLOGIES INC 53,257 7,961 -45,296 0.13% -$3.78M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 266,855 266,855 0 10.21% -$3.23M
BROADCOM INC 71,229 71,229 0 4.83% -$2.61M
AMAZON.COM INC 95,107 95,107 0 4.34% -$2.14M
ALPHABET INC CL C 67,369 67,369 0 4.24% -$1.81M
META PLATFORMS INC CL A 29,883 29,883 0 3.75% -$2.63M
TESLA INC 40,881 40,881 0 3.33% -$3.19M
COSTCO WHOLESALE CORP 14,985 14,985 0 3.27% $2.01M
LILLY ELI and CO 14,245 14,245 0 2.87% -$2.21M
AMPHENOL CORPORATION CL A 85,929 85,929 0 2.38% -$755.32K
POPULAR INC 78,464 78,464 0 2.31% $757.18K
PALANTIR TECHNOLOGIES INC 64,116 64,116 0 2.06% -$2.02M
COMFORT SYSTEMS USA INC 4,275 4,275 0 1.29% $1.91M
EXELIXIS INC 113,230 113,230 0 1.07% -$106.44K
SALESFORCE INC 25,869 25,869 0 1.06% -$2.02M
RALPH LAUREN CORP 11,875 11,875 0 0.90% -$114.24K
TAPESTRY INC 22,911 22,911 0 0.71% $305.63K
NETFLIX INC 33,592 33,592 0 0.71% $80.28K
INTUIT INC 7,196 7,196 0 0.68% -$1.66M
APPLOVIN CORP 7,799 7,799 0 0.68% -$2.15M
MASTERCARD INC CL A 6,041 6,041 0 0.66% -$430.24K
GENERAL ELECTRIC CO 10,351 10,351 0 0.64% -$251.12K
TOAST INC-A 108,762 108,762 0 0.63% -$978.86K
VISA INC-CLASS A 8,628 8,628 0 0.57% -$418.20K
VERTIV HOLDINGS CO 10,332 10,332 0 0.57% $915.11K
EMCOR GROUP INC 3,353 3,353 0 0.54% $424.22K
SERVICENOW INC 22,910 22,910 0 0.53% -$1.11M
ORACLE CORP 16,125 16,125 0 0.52% -$770.78K
ADV MICRO DEVICE 10,735 10,735 0 0.48% -$115.19K
KLA CORP 1,431 1,431 0 0.46% $368.24K
ALNYLAM PHARMACEUTICALS INC 4,376 4,376 0 0.32% -$292.23K
ASTERA LABS INC 10,902 10,902 0 0.26% -$618.80K
REDDIT INC-A 8,770 8,770 0 0.26% -$835.08K
VEEVA SYSTEMS-A 6,401 6,401 0 0.25% -$304.50K
ALLY FINANCIAL INC 21,955 21,955 0 0.19% -$133.05K
QUALCOMM INC 6,604 6,604 0 0.19% -$279.15K
GILEAD SCIENCES INC 5,764 5,764 0 0.18% $95.86K
WORKDAY INC CL A 4,305 4,305 0 0.12% -$365.32K

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.