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T. Rowe Price Tax-Efficient Equity Fund | PREFX

Mutual Fund
T. Rowe Price Tax-Efficient Funds, Inc.
Last update 2025-06-17 344 Stocks (23 new)
Value $1.22 Bil Turnover 7 %
Countries:
T. Rowe Price Tax-Efficient Eq... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
912,000
113,927.0
0%
9.310
0%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
457,000
110,520.9
0%
9.030
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
252,125
100,091.1
0%
8.180
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AMZN
Amazon.com Inc
321,360
68,218.3
0%
5.570
0%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
GOOG
Alphabet Inc
376,080
64,768.5
0%
5.290
0%
0.000
+21.57%
+0.80%
2,309,505.8
Interactive Media
META
Meta Platforms Inc
95,900
64,080.4
-11.94%
5.230
-0.60%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
AVGO
Broadcom Inc
198,500
39,586.9
+7.30%
3.230
+0.22%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
TSLA
Tesla Inc
106,307
31,145.8
+146.22%
2.540
+1.51%
0.000
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
LLY
Eli Lilly and Co
33,800
31,117.3
-1.74%
2.540
-0.04%
0.000
-3.48%
+3.87%
717,192.0
Drug Manufacturers
V
Visa Inc
66,700
24,192.8
+2.93%
1.980
+0.06%
0.000
+6.43%
+12.80%
694,059.1
Credit Services

T. Rowe Price Tax-Efficient Equity Fund's Historical Top Holdings Breakdowns

T. Rowe Price Tax-Efficient Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2025-02-28
Add
Add
+1.51%
281.95 ($388.59) 479.86
$332.56
-14.42%
Add 146.22%
106,307
63,132
WMT
Walmart Inc
2025-02-28
New Buy
New Buy
+0.78%
90 ($95.57) 105.05
$95.68
0.12%
New holding
97,000
97,000
META
Meta Platforms Inc
2025-02-28
Reduce
Reduce
-0.60%
574.32 ($643.79) 736.67
$713.58
10.84%
Reduce -11.94%
95,900
-13,000
GE
GE Aerospace
2025-02-28
New Buy
New Buy
+0.47%
159.95 ($186.07) 210.5
$263.18
41.44%
New holding
27,800
27,800
ORCL
Oracle Corp
2025-02-28
Add
Add
+0.37%
153.92 ($171.59) 191.69
$241.90
40.98%
Add 69.77%
67,400
27,700
SPOT
Spotify Technology SA
2025-02-28
Reduce
Reduce
-0.32%
447.38 ($524.55) 648.32
$674.46
28.58%
Reduce -50.44%
8,056
-8,200
ETN
Eaton Corp PLC
2025-02-28
Reduce
Reduce
-0.30%
287.55 ($334.85) 377.52
$380.24
13.56%
Reduce -68.79%
4,400
-9,700
ADP
Automatic Data Processing Inc
2025-02-28
Add
Add
+0.29%
286.85 ($300.6) 315.18
$304.23
1.21%
Add 160%
18,200
11,200
OMC
Omnicom Group Inc
2025-02-28
Sold Out
Sold Out
-0.29%
81.23 ($87.63) 105.01
$77.88
-11.13%
Sold Out
0
-34,500
AMD
Advanced Micro Devices Inc
2025-02-28
Reduce
Reduce
-0.28%
99.51 ($120.43) 143.99
$158.65
31.74%
Reduce -56.51%
19,551
-25,400

T. Rowe Price Tax-Efficient Equity Fund Total Holding History ($B)

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T. Rowe Price Tax-Efficient Equity Fund's Asset Allocation

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T. Rowe Price Tax-Efficient Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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T. Rowe Price Tax-Efficient Equity Fund's Hypothetical Growth since 2025-02-28

T. Rowe Price Tax-Efficient Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

T. Rowe Price Tax-Efficient Equity Fund's Holdings Heat Map

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T. Rowe Price Tax-Efficient Equity Fund's Holdings Bubble Chart

T. Rowe Price Tax-Efficient Equity Fund News

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