carbonthatcarbonthat
← Every fund

Franklin Growth Opportunities Fund

Filed by Franklin Strategic Series. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
58
matched to a ticker
Fund size
$4.4B
the filing's own figure
Matched value
$3.7B
of the positions below
As of
2026-07-31
S000006878

What it holds

Largest share of the fund first.

Company% of fundValue
NVDANVIDIA Corp9.58%$417.2M
AAPLApple Inc7.19%$313M
GOOGAlphabet Inc7.08%$308.4M
AMZNAmazon.com Inc4.63%$201.9M
AVGOBroadcom Inc3.53%$153.7M
MSFTMicrosoft Corp3.19%$138.8M
LLYEli Lilly and Co2.89%$125.8M
METAMeta Platforms Inc2.79%$121.3M
APHAmphenol Corp2.29%$99.6M
CASYCaseys General Stores Inc2.08%$90.4M
MUMicron Technology Inc1.87%$81.6M
LRCXLam Research Corp1.87%$81.3M
AMDAdvanced Micro Devices Inc1.76%$76.8M
MPWRMonolithic Power Systems Inc1.63%$71.1M
TSLATesla Inc1.54%$67.2M
TSMTaiwan Semiconductor Manufacturing Co Ltd1.45%$63.2M
MCKMcKesson Corp1.25%$54.6M
LSCCLattice Semiconductor Corp1.25%$54.4M
CWCurtiss-Wright Corp1.23%$53.8M
NTRANatera Inc1.19%$51.9M
MAMastercard Inc1.18%$51.5M
ANETArista Networks Inc1.18%$51.2M
GEVGE Vernova Inc1.11%$48.3M
HWMHowmet Aerospace Inc1.09%$47.5M
ETREntergy Corp1.04%$45.4M
CRWDCrowdStrike Holdings Inc1.01%$44M
DELLDell Technologies Inc1.00%$43.6M
PHParker-Hannifin Corp0.99%$43.2M
DXCMDexcom Inc0.95%$41.4M
NFLXNetflix Inc0.93%$40.4M
ADIAnalog Devices Inc0.85%$36.9M
NETCloudflare Inc0.81%$35.2M
TERTeradyne Inc0.81%$35.2M
SNDKSandisk Corp0.76%$33.2M
ODFLOld Dominion Freight Line Inc0.76%$33.2M
RSGRepublic Services Inc0.73%$31.9M
AXONAxon Enterprise Inc0.73%$31.7M
FIXComfort Systems USA Inc0.70%$30.4M
CLSCelestica Inc0.69%$30.1M
SPGIS&P Global Inc0.69%$29.9M
BWXTBWX Technologies Inc0.65%$28.4M
MLMMartin Marietta Materials Inc0.65%$28.1M
DASHDoorDash Inc0.64%$27.8M
KLACKLA Corp0.62%$27.2M
KOCoca-Cola Co0.58%$25.1M
SPCXSpace Exploration Technologies Corp0.53%$23M
AZOAutozone Inc0.52%$22.6M
INSMInsmed Inc0.52%$22.4M
SHOPShopify Inc0.48%$21M
MTSIMACOM Technology Solutions Holdings Inc0.42%$18.4M
SNPSSynopsys Inc0.40%$17.5M
CIENCiena Corp0.40%$17.5M
APPApplovin Corp0.33%$14.5M
RGENRepligen Corp0.29%$12.5M
HIMSHims & Hers Health Inc0.23%$10M
COHRCoherent Corp0.22%$9.6M
TEMTempus AI Inc0.19%$8.2M
QNTQuantinuum Inc0.04%$1.8M

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

Follow Franklin Growth Opportunities Fund by email

Franklin Growth Opportunities Fund's new holdings reports, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.