TM

Transamerica Morgan Stanley Capital Growth VP

Mutual Fund
TRANSAMERICA SERIES TRUST
Last update 2025-02-26 28 Stocks (3 new)
Value $153.00 Mil Turnover 14 %
Countries:
Top Holdings: TSLA(9.59%)NET(8.75%)DASH(7.34%)AFRM(6.83%)TTD(6.82%)
Summary Stock Picks Current Portfolio
Transamerica Morgan Stanley Ca... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLA 		Tesla Inc
36,420
14,707.9
0%
9.590
0%
0.000
+17.48%
-23.59%
993,922.7
Vehicles & Parts
NET 		Cloudflare Inc
124,740
13,432.0
0%
8.750
0%
0.040
+40.28%
+65.12%
61,627.3
Software
DASH 		DoorDash Inc
67,169
11,267.6
-18.00%
7.340
-1.57%
0.020
+22.13%
+29.65%
92,160.1
Retail - Cyclical
SHOP 		Shopify Inc
102,076
10,853.7
-12.00%
7.070
-0.84%
0.010
+7.66%
+1.38%
139,739.1
Software
AFRM 		Affirm Holdings Inc
172,052
10,478.0
-22.08%
6.830
-1.49%
0.050
+18.03%
+0.72%
19,788.3
Software
TTD 		The Trade Desk Inc
89,019
10,462.4
-9.39%
6.820
-0.76%
0.020
+10.14%
-39.17%
35,132.9
Media - Diversified
MELI 		MercadoLibre Inc
4,915
8,357.7
+159.23%
5.450
+3.35%
0.010
+21.86%
+44.00%
124,137.6
Retail - Cyclical
RBLX 		Roblox Corp
143,539
8,305.2
-4.39%
5.410
-0.22%
0.020
+63.41%
+61.46%
63,365.3
Interactive Media
CVNA 		Carvana Co
38,181
7,764.5
-2.35%
5.060
-0.12%
0.030
+80.35%
+67.15%
45,895.8
Vehicles & Parts
IOT 		Samsara Inc
174,289
7,614.7
+105.35%
4.960
+2.54%
0.030
+26.39%
+2.29%
25,443.6
Software

Transamerica Morgan Stanley Capital Growth VP's Historical Top Holdings Breakdowns

Transamerica Morgan Stanley Capital Growth VP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSTR 		MicroStrategy Inc2024-12-31Reduce
-3.96%
●
163.41 ($303.1) 473.83
$392.12
29.37%
Reduce -71.81%
12,331
-31,404
MELI 		MercadoLibre Inc2024-12-31Add
+3.35%
●
1666 ($1945.36) 2117.3
$2,448.60
25.87%
Add 159.23%
4,915
3,019
ASML 		ASML Holding NV2024-12-31New Buy
+2.87%
●
658.43 ($716.45) 872.27
$770.20
7.50%
New holding
6,350
6,350
IOT 		Samsara Inc2024-12-31Add
+2.54%
●
42.67 ($49.24) 56.35
$44.69
-9.24%
Add 105.35%
174,289
89,413
APP 		AppLovin Corp2024-12-31New Buy
+1.77%
●
131.36 ($254.91) 401.5
$383.60
50.48%
New holding
8,385
8,385
SNOW 		Snowflake Inc2024-12-31Reduce
-1.61%
●
109.65 ($141.29) 186.51
$210.85
49.23%
Reduce -40.49%
27,511
-18,720
BILL 		BILL Holdings Inc2024-12-31Sold Out
-1.58%
●
51.4 ($74.94) 97.41
$45.58
-39.18%
Sold Out
0
-40,058
DASH 		DoorDash Inc2024-12-31Reduce
-1.57%
●
142.08 ($164.63) 180.48
$217.49
32.11%
Reduce -18%
67,169
-14,743
UBER 		Uber Technologies Inc2024-12-31Sold Out
-1.50%
●
59.93 ($71.36) 86.34
$87.12
22.09%
Sold Out
0
-26,728
AFRM 		Affirm Holdings Inc2024-12-31Reduce
-1.49%
●
38.5 ($55.86) 72.86
$61.34
9.81%
Reduce -22.08%
172,052
-48,740

Transamerica Morgan Stanley Capital Growth VP Total Holding History ($B)

To

Transamerica Morgan Stanley Capital Growth VP's Asset Allocation

To

Transamerica Morgan Stanley Capital Growth VP Past Portfolios

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

Top Ranked Articles

  • 1

Transamerica Morgan Stanley Capital Growth VP's Hypothetical Growth since 2024-12-31

Transamerica Morgan Stanley Capital Growth VP's Yearly Returns

Year Portfolio % % Excess Gain %

Transamerica Morgan Stanley Capital Growth VP's Holdings Heat Map

Size field:

Transamerica Morgan Stanley Capital Growth VP's Holdings Bubble Chart

Transamerica Morgan Stanley Capital Growth VP News

  • 1

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