Jennison Growth Portfolio
Registrant
Brighthouse Funds Trust II
Net Assets
$2,873,994,097
Holdings
46
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 46
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Portfolio coverage: 46 of
59 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp | NVDA | 1,504,419 | $301,019,198 | 10.47% | Long | EC | |
| Apple Inc | AAPL | 676,445 | $195,736,125 | 6.81% | Long | EC | |
| Broadcom Inc | AVGO | 502,545 | $189,836,374 | 6.61% | Long | EC | |
| Amazon.com Inc | AMZN | 707,076 | $168,524,494 | 5.86% | Long | EC | |
| Eli Lilly & Co | LLY | 121,004 | $145,135,828 | 5.05% | Long | EC | |
| Microsoft Corp | MSFT | 335,214 | $125,041,526 | 4.35% | Long | EC | |
| Advanced Micro Devices Inc | AMD | 205,531 | $119,395,013 | 4.15% | Long | EC | |
| Alphabet Inc | GOOGL | 310,772 | $111,060,590 | 3.86% | Long | EC | |
| Meta Platforms Inc | META | 168,941 | $95,162,776 | 3.31% | Long | EC | |
| General Electric Co | GE | 242,598 | $90,666,151 | 3.15% | Long | EC | |
| Tesla Inc | TSLA | 201,115 | $84,588,969 | 2.94% | Long | EC | |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | 150,453 | $71,851,839 | 2.50% | Long | EC | |
| Mastercard Inc | MA | 121,927 | $62,621,707 | 2.18% | Long | EC | |
| Crowdstrike Holdings Inc | CRWD | 78,985 | $60,276,613 | 2.10% | Long | EC | |
| Visa Inc | V | 166,358 | $57,075,766 | 1.99% | Long | EC | |
| Boeing Co/The | BA | 241,085 | $52,187,670 | 1.82% | Long | EC | |
| KLA Corp | KLAC | 150,630 | $45,446,577 | 1.58% | Long | EC | |
| Costco Wholesale Corp | COST | 48,540 | $45,407,714 | 1.58% | Long | EC | |
| Netflix Inc | NFLX | 608,140 | $43,421,196 | 1.51% | Long | EC | |
| Datadog Inc | DDOG | 162,041 | $42,188,995 | 1.47% | Long | EC | |
| Amphenol Corp | APH | 228,356 | $40,263,730 | 1.40% | Long | EC | |
| Snowflake Inc | SNOW | 154,953 | $39,435,539 | 1.37% | Long | EC | |
| Walmart Inc | WMT | 328,589 | $37,215,990 | 1.29% | Long | EC | |
| Cadence Design Systems Inc | CDNS | 97,500 | $36,593,700 | 1.27% | Long | EC | |
| Constellation Energy Corp | CEG | 142,495 | $35,391,483 | 1.23% | Long | EC | |
| Hilton Worldwide Holdings Inc | HLT | 89,668 | $29,631,687 | 1.03% | Long | EC | |
| Intuitive Surgical Inc | ISRG | 73,548 | $29,248,569 | 1.02% | Long | EC | |
| Goldman Sachs Group Inc/The | GS | 28,527 | $28,851,352 | 1.00% | Long | EC | |
| Cloudflare Inc | NET | 117,264 | $28,762,514 | 1.00% | Long | EC | |
| Vertex Pharmaceuticals Inc | VRTX | 56,641 | $28,135,284 | 0.98% | Long | EC | |
| Walt Disney Co/The | DIS | 291,317 | $28,039,261 | 0.98% | Long | EC | |
| Space Exploration Technologies Corp | SPCX | 160,964 | $27,502,309 | 0.96% | Long | EC | |
| Sandisk Corp | SNDK | 11,233 | $25,540,809 | 0.89% | Long | EC | |
| Palantir Technologies Inc | PLTR | 209,731 | $24,469,316 | 0.85% | Long | EC | |
| O'Reilly Automotive Inc | ORLY | 265,478 | $24,447,869 | 0.85% | Long | EC | |
| AppLovin Corp | APP | 42,810 | $22,056,996 | 0.77% | Long | EC | |
| Oracle Corp | ORCL | 145,143 | $21,270,707 | 0.74% | Long | EC | |
| Texas Instruments Inc | TXN | 62,966 | $18,768,276 | 0.65% | Long | EC | |
| Shopify Inc | SHOP | 134,845 | $15,396,602 | 0.54% | Long | EC | |
| Airbnb Inc | ABNB | 103,013 | $14,741,160 | 0.51% | Long | EC | |
| TJX Cos Inc/The | TJX | 88,418 | $13,395,327 | 0.47% | Long | EC | |
| Vertiv Holdings Co | VRT | 37,115 | $12,426,844 | 0.43% | Long | EC | |
| MercadoLibre Inc | MELI | 7,177 | $12,182,168 | 0.42% | Long | EC | |
| DoorDash Inc | DASH | 52,685 | $9,721,963 | 0.34% | Long | EC | |
| Starbucks Corp | SBUX | 84,853 | $8,671,128 | 0.30% | Long | EC | |
| Micron Technology Inc | MU | 472 | $544,825 | 0.02% | Long | EC |