Transamerica Capital Growth

tpltblogger3 Comments

https://www.transamerica.com/individual/what-we-offer/products/mutual-funds/usequityfunds/ibd9/893958462/

New holder.  Fund managed by Morgan Stanley Investment Management.  Looks like there are other Transamerica vehicles are involved too.

Largest holdings of TGWRX are AMZN, SHOP, VEEV, DEX, and UBER.  Interesting company.

3 thoughts on “Transamerica Capital Growth”

  1. you find some very interesting stuff. Curious with the mix. My mix with TPL is mainly real assets. TPL is my largest position. I think with everything that has happened, we are in for some very interesting times to come.

    Like

  2. It seems like they report their portfolio holdings on a monthly basis so it will be interesting to monitor their buy/sell activity on TPL.

    Liked by 1 person

Comments are closed.