FundWatcher
LVIP American Century Capital Appreciation 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
QUANTA SVCS INC 0 20,531 20,531 2.67% $11.27M
INSMED INC 0 42,284 42,284 1.64% $6.91M
VIKING THERAPEUTICS INC 0 130,497 130,497 1.01% $4.25M
OKTA INC CL A 0 48,036 48,036 0.90% $3.78M
STRUCTURE THERAPEUTICS INC ADR 0 63,837 63,837 0.73% $3.08M
CAMECO CORP 0 19,467 19,467 0.50% $2.11M
CAPSTONE COPPER 0 236,289 236,289 0.42% $1.78M
MP MATERIALS CORP 0 22,189 22,189 0.25% $1.07M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GE HEALTHCARE TECHNOLOGIES INC WI 90,243 0 -90,243 0.00% -$7.40M
ARES MANAGEMENT CORP CL A 43,745 0 -43,745 0.00% -$7.07M
VEEVA SYSTEMS-A 29,368 0 -29,368 0.00% -$6.56M
Icon Public Limited Company 28,502 0 -28,502 0.00% -$5.19M
TPG INC 74,060 0 -74,060 0.00% -$4.73M
POOL CORP 19,575 0 -19,575 0.00% -$4.48M
EQUIFAX INC 19,937 0 -19,937 0.00% -$4.33M
ARGENX SE SPONSORED ADR 4,197 0 -4,197 0.00% -$3.53M
TRADE DESK INC-A 52,719 0 -52,719 0.00% -$2.00M
COINBASE GLOBAL INC 7,250 0 -7,250 0.00% -$1.64M
GUIDEWIRE SOFTWARE INC 6,341 0 -6,341 0.00% -$1.27M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
HOWMET AEROSPACE INC 73,821 74,242 421 4.06% $1.98M
VERTIV HOLDINGS CO 64,043 64,096 53 3.81% $5.69M
ALNYLAM PHARMACEUTICALS INC 12,938 29,567 16,629 2.32% $4.64M
State Street Navigator Securities Lending Portfolio II 1,985,018 9,333,138 7,348,120 2.21% $7.35M
TRACTOR SUPPLY CO. 151,864 174,322 22,458 1.87% $302.07K
INSULET CORP 31,171 35,235 4,064 1.75% -$1.47M
CENCORA INC 15,539 21,582 6,043 1.61% $1.53M
ROBLOX CORP - A 97,559 116,055 18,496 1.56% -$1.34M
REPUBLIC SVCS 21,315 21,521 206 1.12% $196.24K
HEICO CORP 16,677 16,681 4 1.09% -$822.58K
XPO LOGISTICS INC 16,987 23,441 6,454 1.08% $2.25M
SAMSARA INC-CL A 101,322 141,604 40,282 1.06% $895.57K
TOAST INC-A 80,960 159,084 78,124 1.00% $1.34M
SPOTIFY TECHNOLOGY SA 7,192 8,622 1,430 0.99% $4.43K
TWILIO INC CLASS A 17,236 30,162 12,926 0.90% $1.34M
EXPAND ENERGY CORP 32,423 32,425 2 0.84% -$18.59K
NU HOLDINGS LTD/CAYMAN ISLANDS 168,348 232,821 64,473 0.79% $527.49K
EXPEDIA INC 10,144 13,470 3,326 0.74% $236.19K
SNOWFLAKE INC CL A 9,630 18,168 8,538 0.65% $627.66K
PURE STORAGE INC CL A 27,867 40,979 13,112 0.57% $552.03K
CHIPOTLE MEXICAN GRILL INC 31,198 58,330 27,132 0.44% $712.82K
SPROUTS FMRS MKT INC 21,422 21,456 34 0.39% -$51.79K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
HILTON WORLDWIDE HOLDINGS INC 60,585 60,235 -350 4.35% $913.22K
ROYAL CARIBBEAN CRUISES LTD 52,796 47,923 -4,873 3.13% -$1.54M
CLOUDFLARE INC-A 61,946 59,489 -2,457 2.91% $62.31K
MONOLITHIC POWER SYS INC 10,831 8,854 -1,977 2.30% -$136.26K
TARGA RESOURCES CORP 38,283 37,789 -494 2.25% $2.41M
DEXCOM INC 142,406 141,632 -774 2.11% -$557.00K
FASTENAL CO 170,910 169,633 -1,277 1.87% $1.01M
BURLINGTON STORES INC 23,480 23,477 -3 1.81% $856.75K
CARVANA CO CL A 26,690 21,742 -4,948 1.62% -$4.43M
WEST PHARMACEUTICAL SVCS INC 30,613 26,892 -3,721 1.60% -$1.68M
NATERA INC 37,227 33,660 -3,567 1.60% -$1.80M
CORPAY INC 22,988 22,831 -157 1.58% -$274.19K
VULCAN MATERIALS CO 24,570 24,392 -178 1.58% -$365.91K
DATADOG INC CL A 65,846 55,976 -9,870 1.57% -$2.35M
CASEY'S GENERAL 9,067 8,995 -72 1.55% $1.54M
EMCOR GROUP INC 12,512 8,609 -3,903 1.51% -$1.30M
VISTRA CORP 85,212 41,733 -43,479 1.49% -$7.47M
LPL FINL HLDGS INC 20,410 20,291 -119 1.45% -$1.19M
BIO-TECHNE CORP 126,761 103,144 -23,617 1.28% -$2.06M
FAIR ISAAC CORP 5,990 4,767 -1,223 1.21% -$5.04M
LATTICE SEMICONDUCTOR CORP 80,414 52,830 -27,584 1.16% -$1.02M
AXON ENTERPRISE INC 11,509 11,435 -74 1.15% -$1.68M
WESCO INTL 22,436 16,486 -5,950 1.07% -$977.84K
CURTISS WRIGHT CORPORATION 10,071 6,503 -3,568 1.05% -$1.12M
JOHNSON CONTROLS INTERNATIONAL PLC 43,807 32,944 -10,863 1.02% -$931.87K
ROCKET LAB CORP 67,232 66,760 -472 1.02% -$402.78K
CADENCE DESIGN SYSTEMS INC 23,507 14,896 -8,611 0.98% -$3.21M
PERMIAN RESOURCES CORP CL A 188,347 185,429 -2,918 0.94% $1.31M
VIKING HOLDINGS LTD 82,811 51,287 -31,524 0.89% -$2.14M
ON HOLDING AG 111,302 110,229 -1,073 0.89% -$1.42M
CRANE CO 20,084 19,822 -262 0.80% -$314.53K
FLUTTER ENTERTAINMENT PLC 31,617 31,178 -439 0.75% -$3.62M
COUPANG INC A 153,846 153,594 -252 0.69% -$729.37K
AFFIRM HOLDINGS INC 60,731 60,138 -593 0.65% -$1.76M
IQVIA HOLDINGS INC 34,302 16,067 -18,235 0.65% -$4.99M
ZSCALER INC 26,225 19,371 -6,854 0.64% -$3.18M
TOPBUILD CORP 10,786 7,729 -3,057 0.64% -$1.78M
ON SEMICONDUCTOR CORP 43,397 42,601 -796 0.63% $287.91K
CIENA CORP 14,284 6,272 -8,012 0.58% -$905.62K
IDEXX LABS INC 5,308 4,182 -1,126 0.56% -$1.24M
TAPESTRY INC 16,136 16,064 -72 0.54% $205.09K
HUBSPOT INC 12,145 8,840 -3,305 0.51% -$2.72M
COHERENT CORP 19,203 8,337 -10,866 0.47% -$1.56M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CACI INTL-A 5,895 5,895 0 0.76% $65.20K
REDDIT INC-A 19,759 19,759 0 0.63% -$1.88M
HUBBELL INC 5,033 5,033 0 0.59% $234.69K
ASTERA LABS INC 15,900 15,900 0 0.41% -$902.48K
MSCI INC 3,074 3,074 0 0.39% -$106.73K
DOORDASH INC-A 10,757 10,757 0 0.38% -$821.08K
BRIGHT HORIZONS FAMILY SOLUTIONS INC 13,854 13,854 0 0.27% -$266.97K
CHURCH & DWIGHT 8,979 8,979 0 0.20% $85.03K
WINGSTOP INC 4,278 4,278 0 0.16% -$357.30K
DUOLINGO INC 6,056 6,056 0 0.14% -$465.89K

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