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Putnam Large Cap Growth Fund

Filed by Putnam Investment Funds. 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
50
matched to a ticker
Fund size
$13.5B
the filing's own figure
Matched value
$12.9B
of the positions below
As of
2026-07-31
S000003848

What it holds

Largest share of the fund first.

Company% of fundValue
NVDANVIDIA Corp13.64%$1.8B
GOOGAlphabet Inc11.54%$1.6B
AAPLApple Inc5.80%$782.9M
AVGOBroadcom Inc5.20%$701M
LLYEli Lilly and Co3.95%$532.9M
METAMeta Platforms Inc3.86%$520.5M
MSFTMicrosoft Corp3.72%$501.7M
LRCXLam Research Corp3.05%$411.2M
MAMastercard Inc2.88%$387.9M
MUMicron Technology Inc2.84%$383.1M
VVisa Inc2.72%$366.7M
TSLATesla Inc2.49%$335.7M
AMDAdvanced Micro Devices Inc2.43%$327.8M
GEVGE Vernova Inc1.88%$253.3M
AMZNAmazon.com Inc1.77%$238.1M
GEGeneral Electric Co1.70%$229.4M
CDNSCadence Design Systems Inc1.49%$201.1M
SNOWSnowflake Inc1.45%$195.8M
ANETArista Networks Inc1.36%$183.9M
COSTCostco Wholesale Corp1.11%$149.3M
CATCaterpillar Inc1.09%$147.1M
PWRQuanta Services Inc1.08%$145.1M
COHRCoherent Corp1.07%$144.2M
ISRGIntuitive Surgical Inc1.06%$142.9M
CTASCintas Corp1.04%$140M
MRVLMarvell Technology Inc1.02%$137.4M
LYVLive Nation Entertainment Inc0.94%$127.2M
VMCVulcan Materials Co0.87%$117.5M
SBUXStarbucks Corp0.86%$115.4M
HLTHilton Worldwide Holdings Inc0.80%$108M
NDAQNasdaq Inc0.79%$106.8M
WDCWestern Digital Corp0.79%$106.7M
GLWCorning Inc0.77%$104.4M
PANWPalo Alto Networks Inc0.73%$98.5M
SHOPShopify Inc0.69%$93.2M
ABBVAbbVie Inc0.69%$92.9M
SHWSherwin-Williams Co0.68%$92.4M
CBRECBRE Group Inc0.58%$77.7M
IDXXIDEXX Laboratories Inc0.54%$73.3M
NFLXNetflix Inc0.54%$72.7M
TDGTransDigm Group Inc0.52%$69.8M
GWWWW Grainger Inc0.51%$69.4M
PLTRPalantir Technologies Inc0.50%$67.2M
SNDKSandisk Corp0.46%$62.7M
ARMArm Holdings PLC0.45%$61.2M
TMOThermo Fisher Scientific Inc0.42%$56.9M
DDOGDatadog Inc (Pre-Reincorporation)0.36%$49M
ORCLOracle Corp0.32%$43.8M
IBKRInteractive Brokers Group Inc0.14%$19.3M
SPCXSpace Exploration Technologies Corp0.08%$10.6M

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.

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