Full & Historical Holdings
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| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 02-29-24)
|
Shares or Par Amount | Value | Percent of Net Assets | Value | Percent of Net Assets | Market Cap ($mm) |
GICS Sectors
The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS. |
Country | |
| 74935Q10 | RBA US | RB Global Inc | 668,229 | $50,725,263.39 | 2.06% | $50,725,263.39 | 2.06% | 13,879.69 | Industrials | Canada | |
| 86614U10 | SUM US | Summit Materials Inc | 1,151,565 | $49,183,341.15 | 2.00% | $49,183,341.15 | 2.00% | 7,442.98 | Materials | United States | |
| 36168Q10 | GFL US | GFL Environmental Inc | 1,259,582 | $45,445,718.56 | 1.85% | $45,445,718.56 | 1.85% | 14,675.65 | Industrials | Canada | |
| 46982L10 | J US | Jacobs Solutions Inc | 304,115 | $44,598,464.75 | 1.81% | $44,598,464.75 | 1.81% | 18,426.72 | Industrials | United States | |
| G6700G10 | NVT US | nVent Electric PLC | 654,707 | $44,074,875.24 | 1.79% | $44,074,875.24 | 1.79% | 11,169.20 | Industrials | United States | |
| 48242W10 | KBR US | KBR Inc | 724,398 | $43,485,611.94 | 1.77% | $43,485,611.94 | 1.77% | 8,108.35 | Industrials | United States | |
| 12719030 | CACI US | CACI International Inc | 115,122 | $43,153,481.70 | 1.75% | $43,153,481.70 | 1.75% | 8,353.57 | Industrials | United States | |
| 22440810 | CR US | Crane Co | 347,295 | $42,217,180.20 | 1.71% | $42,217,180.20 | 1.71% | 6,932.86 | Industrials | United States | |
| 68334410 | ONTO US | Onto Innovation Inc | 226,640 | $41,738,022.40 | 1.70% | $41,738,022.40 | 1.70% | 9,047.78 | Information Technology | United States | |
| 91200810 | USFD US | US Foods Holding Corp | 790,847 | $40,167,119.13 | 1.63% | $40,167,119.13 | 1.63% | 12,448.63 | Consumer Staples | United States | |
| 25862V10 | DV US | DoubleVerify Holdings Inc | 1,256,994 | $38,828,544.66 | 1.58% | $38,828,544.66 | 1.58% | 5,286.70 | Information Technology | United States | |
| 89055F10 | BLD US | TopBuild Corp | 95,282 | $38,339,571.16 | 1.56% | $38,339,571.16 | 1.56% | 12,785.22 | Consumer Discretionary | United States | |
| 71424F10 | PR US | Permian Resources Corp | 2,348,153 | $36,537,260.68 | 1.48% | $36,537,260.68 | 1.48% | 8,414.69 | Energy | United States | |
| 85254J10 | STAG US | STAG Industrial Inc REIT | 975,474 | $36,229,104.36 | 1.47% | $36,229,104.36 | 1.47% | 6,751.43 | Real Estate | United States | |
| 33830710 | FIVN US | Five9 Inc | 583,836 | $35,613,996.00 | 1.45% | $35,613,996.00 | 1.45% | 4,472.92 | Information Technology | United States | |
| 57648520 | MTDR US | Matador Resources Co | 560,778 | $35,413,130.70 | 1.44% | $35,413,130.70 | 1.44% | 7,547.68 | Energy | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 1,598,235 | $34,665,717.15 | 1.41% | $34,665,717.15 | 1.41% | 9,446.00 | Energy | United States | |
| 34637510 | FORM US | FormFactor Inc | 801,911 | $34,506,230.33 | 1.40% | $34,506,230.33 | 1.40% | 3,349.41 | Information Technology | United States | |
| 69553P10 | PD US | PagerDuty Inc | 1,399,652 | $33,815,592.32 | 1.37% | $33,815,592.32 | 1.37% | 2,220.12 | Information Technology | United States | |
| 11679410 | BRKR US | Bruker Corp | 368,160 | $31,860,566.40 | 1.29% | $31,860,566.40 | 1.29% | 12,626.27 | Health Care | United States | |
| 74736L10 | QTWO US | Q2 Holdings Inc | 676,984 | $31,296,970.32 | 1.27% | $31,296,970.32 | 1.27% | 2,731.00 | Information Technology | United States | |
| 74275K10 | PCOR US | Procore Technologies Inc | 399,271 | $31,155,116.13 | 1.27% | $31,155,116.13 | 1.27% | 11,307.91 | Information Technology | United States | |
| 09073M10 | TECH US | Techne Corp | 420,812 | $30,959,138.84 | 1.26% | $30,959,138.84 | 1.26% | 11,564.59 | Health Care | United States | |
| 30208110 | EXLS US | ExlService Holdings Inc | 987,803 | $30,740,429.36 | 1.25% | $30,740,429.36 | 1.25% | 5,143.45 | Industrials | United States | |
| 49904910 | KNX US | Knight-Swift Transportation Holdings Inc | 539,538 | $30,397,570.92 | 1.23% | $30,397,570.92 | 1.23% | 9,098.60 | Industrials | United States | |
| 40171V10 | GWRE US | Guidewire Software Inc | 254,304 | $30,348,639.36 | 1.23% | $30,348,639.36 | 1.23% | 9,777.59 | Information Technology | United States | |
| 92839U20 | VC US | Visteon Corp | 267,451 | $30,254,057.12 | 1.23% | $30,254,057.12 | 1.23% | 3,127.32 | Consumer Discretionary | United States | |
| N7248214 | QGEN US | QIAGEN NV | 707,031 | $30,253,856.49 | 1.23% | $30,253,856.49 | 1.23% | 9,471.86 | Health Care | Germany | |
| 00797310 | AEIS US | Advanced Energy Industries Inc | 296,928 | $30,049,113.60 | 1.22% | $30,049,113.60 | 1.22% | 3,777.27 | Information Technology | United States | |
| 98956A10 | ZETA US | Zeta Global Holdings Corp | 2,859,529 | $30,025,054.50 | 1.22% | $30,025,054.50 | 1.22% | 2,285.71 | Information Technology | United States | |
| 15687V10 | CERT US | Certara Inc | 1,696,143 | $28,630,893.84 | 1.16% | $28,630,893.84 | 1.16% | 2,698.25 | Health Care | United States | |
| 63230710 | NTRA US | Natera Inc | 327,943 | $28,363,790.07 | 1.15% | $28,363,790.07 | 1.15% | 10,391.92 | Health Care | United States | |
| 75960P10 | RELY US | Remitly Global Inc | 1,321,508 | $27,249,494.96 | 1.11% | $27,249,494.96 | 1.11% | 3,886.98 | Financials | United States | |
| BKPNC9 | BYD CN | Boyd Group Services Inc | 114,111 | $26,780,749.81 | 1.09% | $26,780,749.81 | 1.09% | 5,039.32 | Industrials | Canada | |
| 97717P10 | WT US | WisdomTree Inc | 3,260,558 | $26,280,097.48 | 1.07% | $26,280,097.48 | 1.07% | 1,223.94 | Financials | United States | |
| 75342210 | RPD US | Rapid7 Inc | 433,971 | $25,422,021.18 | 1.03% | $25,422,021.18 | 1.03% | 3,631.13 | Information Technology | United States | |
| G3934V10 | GENI US | Genius Sports Ltd | 3,522,320 | $25,043,695.20 | 1.02% | $25,043,695.20 | 1.02% | 1,485.43 | Consumer Discretionary | United Kingdom | |
| 83056610 | SKX US | Skechers U.S.A. Inc | 403,415 | $24,935,081.15 | 1.01% | $24,935,081.15 | 1.01% | 9,516.27 | Consumer Discretionary | United States | |
| 16679L10 | CHWY US | Chewy Inc | 1,389,585 | $24,512,279.40 | 1.00% | $24,512,279.40 | 1.00% | 7,605.27 | Consumer Discretionary | United States | |
| 82489T10 | SWAV US | Shockwave Medical Inc | 93,558 | $24,406,475.46 | 0.99% | $24,406,475.46 | 0.99% | 9,755.71 | Health Care | United States | |
| 68111610 | OLLI US | Ollie's Bargain Outlet Holdings Inc | 293,407 | $23,522,439.19 | 0.96% | $23,522,439.19 | 0.96% | 4,938.23 | Consumer Discretionary | United States | |
| 40749710 | HLNE US | Hamilton Lane Inc | 204,153 | $23,446,972.05 | 0.95% | $23,446,972.05 | 0.95% | 4,433.78 | Financials | United States | |
| 26414D10 | NAPA US | Duckhorn Portfolio Inc | 2,464,650 | $23,438,821.50 | 0.95% | $23,438,821.50 | 0.95% | 1,097.15 | Consumer Staples | United States | |
| 29882P10 | EWCZ US | European Wax Center Inc | 1,636,567 | $23,206,520.06 | 0.94% | $23,206,520.06 | 0.94% | 710.92 | Consumer Discretionary | United States | |
| 22905030 | CYRX US | CryoPort Inc | 1,309,513 | $23,139,094.71 | 0.94% | $23,139,094.71 | 0.94% | 865.19 | Health Care | United States | |
| BN85P6 | KXS CN | Kinaxis Inc | 222,799 | $23,094,988.26 | 0.94% | $23,094,988.26 | 0.94% | 2,953.85 | Information Technology | Canada | |
| 01644J10 | ALKT US | Alkami Technology Inc | 914,735 | $22,822,638.25 | 0.93% | $22,822,638.25 | 0.93% | 2,413.21 | Information Technology | United States | |
| 33829M10 | FIVE US | Five Below Inc | 113,028 | $22,682,459.04 | 0.92% | $22,682,459.04 | 0.92% | 11,076.13 | Consumer Discretionary | United States | |
| 53700810 | LFUS US | Littelfuse Inc | 92,647 | $22,072,221.28 | 0.90% | $22,072,221.28 | 0.90% | 5,936.45 | Information Technology | United States | |
| 24477E10 | DH US | Definitive Healthcare Corp | 2,277,814 | $21,684,789.28 | 0.88% | $21,684,789.28 | 0.88% | 1,107.44 | Health Care | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 245,130 | $21,424,362.00 | 0.87% | $21,424,362.00 | 0.87% | 5,963.04 | Consumer Discretionary | United States | |
| 03152W10 | FOLD US | Amicus Therapeutics Inc | 1,661,704 | $21,303,045.28 | 0.87% | $21,303,045.28 | 0.87% | 3,763.88 | Health Care | United States | |
| B1Y47Y | GXI GY | Gerresheimer AG | 180,591 | $21,157,810.40 | 0.86% | $21,157,810.40 | 0.86% | 4,046.66 | Health Care | Germany | |
| G8060N10 | ST US | Sensata Technologies Holding PLC | 598,304 | $20,593,623.68 | 0.84% | $20,593,623.68 | 0.84% | 5,216.66 | Industrials | United States | |
| 57479510 | MASI US | Masimo Corp | 155,727 | $20,017,148.58 | 0.81% | $20,017,148.58 | 0.81% | 6,792.22 | Health Care | United States | |
| 01749D10 | ALGM US | Allegro MicroSystems Inc | 630,825 | $19,864,679.25 | 0.81% | $19,864,679.25 | 0.81% | 6,081.53 | Information Technology | United States | |
| M7516K10 | NVMI US | Nova Ltd | 113,357 | $19,661,771.65 | 0.80% | $19,661,771.65 | 0.80% | 5,032.48 | Information Technology | Israel | |
| 26856L10 | ELF US | elf Beauty Inc | 91,922 | $19,168,494.66 | 0.78% | $19,168,494.66 | 0.78% | 11,574.86 | Consumer Staples | United States | |
| 42226A10 | HQY US | HealthEquity Inc | 225,091 | $18,594,767.51 | 0.76% | $18,594,767.51 | 0.76% | 7,088.03 | Health Care | United States | |
| 52186520 | LEA US | Lear Corp | 135,218 | $18,572,192.30 | 0.75% | $18,572,192.30 | 0.75% | 7,833.62 | Consumer Discretionary | United States | |
| 89628810 | TNET US | TriNet Group Inc | 144,148 | $18,452,385.48 | 0.75% | $18,452,385.48 | 0.75% | 6,485.50 | Industrials | United States | |
| 78709Y10 | SAIA US | Saia Inc | 31,835 | $18,317,859.00 | 0.74% | $18,317,859.00 | 0.74% | 15,298.26 | Industrials | United States | |
| 00091G10 | ACVA US | ACV Auctions Inc | 1,031,787 | $18,314,219.25 | 0.74% | $18,314,219.25 | 0.74% | 2,872.70 | Industrials | United States | |
| G0750C10 | AXTA US | Axalta Coating Systems Ltd | 552,302 | $18,076,844.46 | 0.73% | $18,076,844.46 | 0.73% | 7,205.19 | Materials | United States | |
| 36831E10 | GCMG US | GCM Grosvenor Inc | 2,116,336 | $17,925,365.92 | 0.73% | $17,925,365.92 | 0.73% | 364.12 | Financials | United States | |
| 92686J10 | VKTX US | Viking Therapeutics Inc | 225,029 | $17,338,484.45 | 0.70% | $17,338,484.45 | 0.70% | 7,742.63 | Health Care | United States | |
| 92932M10 | WNS US | WNS Holdings Ltd ADR | 299,333 | $17,271,514.10 | 0.70% | $17,271,514.10 | 0.70% | 2,741.82 | Industrials | India | |
| 29415F10 | NVST US | Envista Holdings Corp | 823,494 | $17,005,151.10 | 0.69% | $17,005,151.10 | 0.69% | 3,542.51 | Health Care | United States | |
| 24353710 | DECK US | Deckers Outdoor Corp | 18,058 | $16,172,564.22 | 0.66% | $16,172,564.22 | 0.66% | 22,988.20 | Consumer Discretionary | United States | |
| 02136910 | ALTR US | Altair Engineering Inc | 187,408 | $15,944,672.64 | 0.65% | $15,944,672.64 | 0.65% | 6,981.15 | Information Technology | United States | |
| 19459J10 | COLL US | Collegium Pharmaceutical Inc | 432,733 | $15,885,628.43 | 0.65% | $15,885,628.43 | 0.65% | 1,173.25 | Health Care | United States | |
| 05368X10 | AVDX US | AvidXchange Holdings Inc | 1,174,048 | $15,603,097.92 | 0.63% | $15,603,097.92 | 0.63% | 2,712.28 | Financials | United States | |
| BBQ385 | KWS LN | Keywords Studios PLC | 849,584 | $15,378,644.53 | 0.62% | $15,378,644.53 | 0.62% | 1,437.50 | Information Technology | United Kingdom | |
| 98379310 | XPO US | XPO Inc | 126,140 | $15,177,164.80 | 0.62% | $15,177,164.80 | 0.62% | 13,970.70 | Industrials | United States | |
| 74276L10 | PRCT US | PROCEPT BioRobotics Corp | 313,518 | $15,155,460.12 | 0.62% | $15,155,460.12 | 0.62% | 2,441.10 | Health Care | United States | |
| 85205L10 | SWTX US | SpringWorks Therapeutics Inc | 307,648 | $15,154,740.48 | 0.62% | $15,154,740.48 | 0.62% | 3,634.74 | Health Care | United States | |
| 22041X10 | CRSR US | Corsair Gaming Inc | 1,136,360 | $14,715,862.00 | 0.60% | $14,715,862.00 | 0.60% | 1,337.81 | Information Technology | United States | |
| 04351P10 | ASND US | Ascendis Pharma AS ADR | 96,354 | $14,237,267.04 | 0.58% | $14,237,267.04 | 0.58% | 8,526.85 | Health Care | Denmark | |
| 45258D10 | IMCR US | Immunocore Holdings PLC ADR | 205,435 | $13,809,340.70 | 0.56% | $13,809,340.70 | 0.56% | 3,323.24 | Health Care | United Kingdom | |
| 05478C10 | AZEK US | AZEK Co Inc | 271,068 | $13,041,081.48 | 0.53% | $13,041,081.48 | 0.53% | 7,015.69 | Industrials | United States | |
| 92854T10 | SEAT US | Vivid Seats Inc | 2,144,528 | $12,910,058.56 | 0.52% | $12,910,058.56 | 0.52% | 805.93 | Communication Services | United States | |
| 00807310 | AVAV US | AeroVironment Inc | 100,354 | $12,723,883.66 | 0.52% | $12,723,883.66 | 0.52% | 3,567.36 | Industrials | United States | |
| 64125C10 | NBIX US | Neurocrine Biosciences Inc | 94,387 | $12,308,064.80 | 0.50% | $12,308,064.80 | 0.50% | 12,975.78 | Health Care | United States | |
| 92540K10 | VTMX US | Corp Inmobiliaria Vesta SAB de CV ADR | 348,312 | $12,257,099.28 | 0.50% | $12,257,099.28 | 0.50% | 2,962.95 | Real Estate | Mexico | |
| 28618M10 | ESI US | Element Solutions Inc | 518,041 | $12,173,963.50 | 0.49% | $12,173,963.50 | 0.49% | 5,686.85 | Materials | United States | |
| 90267310 | UFPT US | UFP Technologies Inc | 55,456 | $11,552,039.36 | 0.47% | $11,552,039.36 | 0.47% | 1,591.28 | Health Care | United States | |
| 52490G10 | LEGN US | Legend Biotech Corp ADR | 171,060 | $11,146,269.60 | 0.45% | $11,146,269.60 | 0.45% | 11,845.37 | Health Care | China | |
| 88546E10 | TWKS US | Thoughtworks Holding Inc | 3,526,607 | $11,003,013.84 | 0.45% | $11,003,013.84 | 0.45% | 1,006.93 | Information Technology | United States | |
| 41319710 | HRMY US | Harmony Biosciences Holdings Inc | 333,527 | $10,706,216.70 | 0.43% | $10,706,216.70 | 0.43% | 1,822.29 | Health Care | United States | |
| 12720310 | WHD US | Cactus Inc | 230,818 | $10,594,546.20 | 0.43% | $10,594,546.20 | 0.43% | 3,002.27 | Energy | United States | |
| 15872M10 | CHX US | ChampionX Corp | 336,923 | $10,464,828.38 | 0.42% | $10,464,828.38 | 0.42% | 5,936.65 | Energy | United States | |
| 50157510 | KYMR US | Kymera Therapeutics Inc | 235,728 | $10,065,585.60 | 0.41% | $10,065,585.60 | 0.41% | 2,609.47 | Health Care | United States | |
| 65290E10 | NXT US | NEXTracker Inc | 171,256 | $9,631,437.44 | 0.39% | $9,631,437.44 | 0.39% | 7,679.15 | Industrials | United States | |
| 78573M10 | SABR US | Sabre Corp | 3,483,404 | $9,231,020.60 | 0.37% | $9,231,020.60 | 0.37% | 1,005.86 | Consumer Discretionary | United States | |
| 57777K10 | MXCT US | MaxCyte Inc | 1,667,412 | $7,670,095.20 | 0.31% | $7,670,095.20 | 0.31% | 477.07 | Health Care | United States | |
| 15694410 | CGON US | CG oncology Inc | 171,101 | $7,649,925.71 | 0.31% | $7,649,925.71 | 0.31% | 2,972.43 | Health Care | United States | |
| 90400D10 | RARE US | Ultragenyx Pharmaceutical Inc | 135,693 | $7,018,041.96 | 0.28% | $7,018,041.96 | 0.28% | 4,258.40 | Health Care | United States | |
| H5919C10 | ONON US | On Holding AG | 189,853 | $6,648,652.06 | 0.27% | $6,648,652.06 | 0.27% | 11,140.91 | Consumer Discretionary | Switzerland | |
| 10806X10 | BBIO US | Bridgebio Pharma Inc | 176,816 | $6,038,266.40 | 0.25% | $6,038,266.40 | 0.25% | 6,004.65 | Health Care | United States | |
| 00650F10 | ADPT US | Adaptive Biotechnologies Corp | 1,431,544 | $5,883,645.84 | 0.24% | $5,883,645.84 | 0.24% | 596.29 | Health Care | United States | |
| 35168W10 | GUTS US | Fractyl Health Inc | 639,147 | $5,752,323.00 | 0.23% | $5,752,323.00 | 0.23% | 428.46 | Health Care | United States | |
| 36100810 | FNKO US | Funko Inc | 813,640 | $5,728,025.60 | 0.23% | $5,728,025.60 | 0.23% | 354.85 | Consumer Discretionary | United States | |
| 56600D10 | MRVI US | Maravai LifeSciences Holdings Inc | 701,825 | $5,425,107.25 | 0.22% | $5,425,107.25 | 0.22% | 1,021.82 | Health Care | United States | |
| BP6S8Z | ONT LN | Oxford Nanopore Technologies PLC | 3,166,452 | $5,316,026.44 | 0.22% | $5,316,026.44 | 0.22% | 1,442.94 | Health Care | United Kingdom | |
| 67421J10 | OTLY US | Oatly Group AB ADR | 4,713,107 | $5,231,548.77 | 0.21% | $5,231,548.77 | 0.21% | 659.62 | Consumer Staples | United States | |
| 68404V10 | OPTN US | Optinose Inc | 1,816,449 | $3,233,279.22 | 0.13% | $3,233,279.22 | 0.13% | 199.92 | Health Care | United States | |
| 03589W10 | ANNX US | Annexon Inc | 495,468 | $2,759,756.76 | 0.11% | $2,759,756.76 | 0.11% | 436.34 | Health Care | United States | |
| 55083R10 | LYEL US | Lyell Immunopharma Inc | 676,627 | $1,975,750.84 | 0.08% | $1,975,750.84 | 0.08% | 735.46 | Health Care | United States | |
| 69014510 | OM US | Outset Medical Inc | 465,250 | $1,465,537.50 | 0.06% | $1,465,537.50 | 0.06% | 159.09 | Health Care | United States | |
| 74065P10 | PRLD US | Prelude Therapeutics Inc | 327,699 | $1,409,105.70 | 0.06% | $1,409,105.70 | 0.06% | 236.16 | Health Care | United States | |
| 09077B10 | BCAB US | BioAtla Inc | 339,507 | $916,668.90 | 0.04% | $916,668.90 | 0.04% | 129.35 | Health Care | United States | |
| 68404V11 | 2209331D | Optinose Inc Warrant | 627,544 | $0.00 | 0.00% | $778,680.44 | 0.03% | - | Equity Warrants | United States | |
| CASH | CASH | Cash & Cash Equivalents | - | $105,020,364.47 | 4.27% | $104,679,759.37 | 4.25% | - | - | - | |
| CASH_DERV | CASH_DERV | Other | - | $0.00 | 0.00% | $-438,075.34 | -0.02% | - | - | - | |
*Short positions, unlike long positions, lose value if the underlying asset gains value.
Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.
The list of portfolio holdings is as of the date shown and may not represent current or future portfolio composition. This information should not be construed as a recommendation to buy or sell any of the securities mentioned.
This portfolio data has not been audited or adjusted for certain financial statement reclassifications. An audit could potentially result in adjustments to this data. For adjusted holdings information, please refer to the fund's quarterly portfolio holdings and semiannual reports. For audited portfolio holdings information, please refer to the fund's annual report.
A complete list of portfolio holdings for each MFS fund is generally available on mfs.com at the earliest, 19 days after the end of each month. Top 10 portfolio holdings are generally available at the earliest, 11 calendar days after the end of each month.
When posting a fund's top 10 securities holdings, if applicable, for funds with significant investments in both equity and debt instrument securities, the fund's top 10 equity and top 10 debt instrument securities will be made available. In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities positions contained within underlying fund investments.
Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.
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