ACFCX holdings — Focused Dynamic Growth Fund
Focused Dynamic Growth Fund (ACFCX) held 45 positions with net assets of $2.00B as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 67.2% of the fund, led by NVDA, GOOG, AMZN.
ACFCX top holdings
- NVDA NVIDIA Corp — 18.29% ($366M)
- GOOG Alphabet Inc — 16.89% ($338M)
- AMZN Amazon.com Inc — 7.57% ($151M)
- MSFT Microsoft Corp — 5.57% ($111M)
- TSLA Tesla Inc — 4.86% ($97.2M)
- META Meta Platforms Inc — 3.39% ($67.8M)
- CDNS Cadence Design Systems Inc — 2.86% ($57.1M)
- LRCX Lam Research Corp — 2.71% ($54.3M)
- ASND Ascendis Pharma A/S — 2.61% ($52.2M)
- MA Mastercard Inc — 2.48% ($49.5M)
- RKLB Rocket Lab Corp — 2.14% ($42.9M)
- AVGO Broadcom Inc — 2.12% ($42.4M)
- LLY Eli Lilly & Co — 2.11% ($42.3M)
- SHOP Shopify Inc — 1.90% ($37.9M)
- ARM ARM Holdings PLC — 1.52% ($30.4M)
- MPWR Monolithic Power Systems Inc — 1.49% ($29.8M)
- PLTR Palantir Technologies Inc — 1.44% ($28.8M)
- NFLX Netflix Inc — 1.41% ($28.3M)
- DASH DoorDash Inc — 1.37% ($27.3M)
- COHR Coherent Corp — 1.35% ($27.0M)
- ALNY Alnylam Pharmaceuticals Inc — 1.29% ($25.7M)
- ARGX Argenx SE — 1.28% ($25.5M)
- SPOT Spotify Technology SA — 1.24% ($24.7M)
- OKTA Okta Inc — 1.16% ($23.1M)
- WAB Westinghouse Air Brake Technologies Corp — 1.06% ($21.1M)
What are ACFCX's top 10 holdings?
NVDA (18.3%), GOOG (16.9%), AMZN (7.6%), MSFT (5.6%), TSLA (4.9%), META (3.4%), CDNS (2.9%), LRCX (2.7%), ASND (2.6%), MA (2.5%).
How many stocks are in ACFCX?
Focused Dynamic Growth Fund reported 45 holdings as of July 31, 2026.
Share classes: ACFCX, ACFDX, ACFGX, ACFNX, ACFOX, ACFSX