MFS Technology Portfolio
Registrant
MFS VARIABLE INSURANCE TRUST II
Net Assets
$252,721,478
Holdings
37
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 37
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Portfolio coverage: 37 of
49 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Alphabet Inc | GOOGL | 59,604 | $21,300,681 | 8.43% | Long | EC | |
| Broadcom Inc | AVGO | 47,488 | $17,938,592 | 7.10% | Long | EC | |
| Apple Inc | AAPL | 60,717 | $17,569,071 | 6.95% | Long | EC | |
| NVIDIA Corp | NVDA | 83,468 | $16,701,112 | 6.61% | Long | EC | |
| Microsoft Corp | MSFT | 31,707 | $11,827,345 | 4.68% | Long | EC | |
| Lam Research Corp | LRCX | 25,570 | $11,080,248 | 4.38% | Long | EC | |
| Applied Materials Inc | AMAT | 15,215 | $11,000,445 | 4.35% | Long | EC | |
| Advanced Micro Devices Inc | AMD | 15,814 | $9,186,511 | 3.64% | Long | EC | |
| KLA Corp | KLAC | 25,690 | $7,750,930 | 3.07% | Long | EC | |
| Cisco Systems Inc | CSCO | 65,270 | $7,666,614 | 3.03% | Long | EC | |
| Sandisk Corp | SNDK | 2,910 | $6,616,554 | 2.62% | Long | EC | |
| Meta Platforms Inc | META | 11,309 | $6,370,247 | 2.52% | Long | EC | |
| Shopify Inc | SHOP | 54,905 | $6,269,053 | 2.48% | Long | EC | |
| Arista Networks Inc | ANET | 36,847 | $6,259,568 | 2.48% | Long | EC | |
| Corning Inc | GLW | 19,346 | $4,941,549 | 1.96% | Long | EC | |
| Texas Instruments Inc | TXN | 16,105 | $4,800,417 | 1.90% | Long | EC | |
| Teradyne Inc | TER | 9,873 | $4,776,952 | 1.89% | Long | EC | |
| Crowdstrike Holdings Inc | CRWD | 5,954 | $4,543,736 | 1.80% | Long | EC | |
| Cadence Design Systems Inc | CDNS | 10,509 | $3,944,238 | 1.56% | Long | EC | |
| Micron Technology Inc | MU | 3,358 | $3,876,106 | 1.53% | Long | EC | |
| Analog Devices Inc | ADI | 8,931 | $3,547,125 | 1.40% | Long | EC | |
| Coherent Corp | COHR | 7,802 | $3,077,655 | 1.22% | Long | EC | |
| MongoDB Inc | MDB | 8,999 | $3,022,764 | 1.20% | Long | EC | |
| Datadog Inc | DDOG | 8,107 | $2,110,739 | 0.84% | Long | EC | |
| Amphenol Corp | APH | 11,957 | $2,108,258 | 0.83% | Long | EC | |
| Okta Inc | OKTA | 13,127 | $1,791,179 | 0.71% | Long | EC | |
| Akamai Technologies Inc | AKAM | 13,806 | $1,632,007 | 0.65% | Long | EC | |
| Snowflake Inc | SNOW | 6,410 | $1,631,345 | 0.65% | Long | EC | |
| Autodesk Inc | ADSK | 8,053 | $1,565,664 | 0.62% | Long | EC | |
| Space Exploration Technologies Corp | SPCX | 9,094 | $1,553,801 | 0.61% | Long | EC | |
| Intuit Inc | INTU | 4,921 | $1,284,381 | 0.51% | Long | EC | |
| Verisk Analytics Inc | VRSK | 6,929 | $1,243,963 | 0.49% | Long | EC | |
| Tyler Technologies Inc | TYL | 4,252 | $1,243,540 | 0.49% | Long | EC | |
| ServiceTitan Inc | TTAN | 13,081 | $924,958 | 0.37% | Long | EC | |
| Fastly Inc | FSLY | 42,162 | $774,094 | 0.31% | Long | EC | |
| HubSpot Inc | HUBS | 3,542 | $646,450 | 0.26% | Long | EC | |
| Figma Inc | FIG | 375 | $6,784 | 0.00% | Long | EC |