DAFGX holdings — Dunham Focused Large Cap Growth Fund
Dunham Focused Large Cap Growth Fund (DAFGX) held 33 positions with net assets of $242M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 56.3% of the fund, led by AMZN, NVDA, AMD.
DAFGX top holdings
- AMZN AMAZON.COM INC — 8.89% ($21.5M)
- NVDA NVIDIA CORP — 7.71% ($18.6M)
- AMD ADVANCED MICRO DEVICES INC — 6.46% ($15.6M)
- GOOG ALPHABET INC — 6.41% ($15.5M)
- MSFT MICROSOFT CORP — 5.18% ($12.5M)
- MA MASTERCARD INC — 4.77% ($11.5M)
- LLY ELI LILLY & COMPANY — 4.61% ($11.1M)
- NOW SERVICENOW INC — 4.15% ($10.0M)
- CRWD CROWDSTRIKE HOLDINGS INC — 4.15% ($10.0M)
- META META PLATFORMS INC — 4.01% ($9.69M)
- ANET ARISTA NETWORKS INC — 3.33% ($8.06M)
- HWM HOWMET AEROSPACE INC — 3.22% ($7.78M)
- PANW PALO ALTO NETWORKS INC — 3.18% ($7.69M)
- SHOP SHOPIFY INC — 2.78% ($6.73M)
- MELI MERCADOLIBRE INC — 2.63% ($6.37M)
- AVGO BROADCOM INC — 2.34% ($5.67M)
- HOOD ROBINHOOD MARKETS INC — 2.26% ($5.46M)
- CRDO CREDO TECHNOLOGY GROUP HOLDING LTD — 1.99% ($4.81M)
- ISRG INTUITIVE SURGICAL INC — 1.96% ($4.75M)
- LRCX LAM RESEARCH CORP — 1.93% ($4.68M)
- UBER UBER TECHNOLOGIES INC — 1.93% ($4.67M)
- TSM TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD — 1.92% ($4.63M)
- AXON AXON ENTERPRISE INC — 1.70% ($4.11M)
- SNDK SANDISK CORP — 1.69% ($4.08M)
- APH AMPHENOL CORP — 1.67% ($4.03M)
What are DAFGX's top 10 holdings?
AMZN (8.9%), NVDA (7.7%), AMD (6.5%), GOOG (6.4%), MSFT (5.2%), MA (4.8%), LLY (4.6%), NOW (4.2%), CRWD (4.2%), META (4.0%).
How many stocks are in DAFGX?
Dunham Focused Large Cap Growth Fund reported 33 holdings as of July 31, 2026.
Share classes: DAFGX, DCFGX, DNFGX