# Portfolio overlap — FATIX vs VITAX

Comparing **Fidelity Advisor Technology Fund** (2025-10-31) and **VANGUARD INFORMATION TECHNOLOGY INDEX FUND** (2026-02-28).

- Shared positions: 24
- Fidelity Advisor Technology Fund covered by VANGUARD INFORMATION TECHNOLOGY INDEX FUND: 0.4816633487372892548559210728
- VANGUARD INFORMATION TECHNOLOGY INDEX FUND covered by Fidelity Advisor Technology Fund: 0.4816633487372892548559210728

## Fidelity Advisor Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.261345 | ✓ |
| APPLE INC | 0.119910 | ✓ |
| MICROSOFT CORP | 0.104052 | ✓ |
| MARVELL TECHNOLOGY INC | 0.047995 | ✓ |
| CISCO SYSTEMS INC | 0.040200 | ✓ |
| NXP SEMICONDUCTORS NV | 0.036094 |  |
| ON SEMICONDUCTOR CORP | 0.030094 | ✓ |
| SNOWFLAKE INC CL A | 0.027710 | ✓ |
| SHOPIFY INC CL A | 0.027689 |  |
| MICRON TECHNOLOGY INC | 0.025604 | ✓ |
| TSMC | 0.024774 |  |
| DATADOG INC CL A | 0.021276 | ✓ |
| SERVICENOW INC | 0.020040 | ✓ |
| GLOBALFOUNDRIES INC | 0.017355 |  |
| WESTERN DIGITAL CORP | 0.016296 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.015806 | ✓ |
| MANHATTAN ASSOCIATES INC | 0.015082 | ✓ |
| AMAZON.COM INC | 0.013648 |  |
| OKTA INC CL A | 0.012809 | ✓ |
| ASTERA LABS INC | 0.011712 | ✓ |
| CYBER-ARK SOFTWARE LTD | 0.010773 |  |
| UBER TECHNOLOGIES INC | 0.009862 |  |
| HUBSPOT INC | 0.009373 | ✓ |
| NETFLIX INC | 0.008913 |  |
| MONGODB INC CL A | 0.008448 | ✓ |
| ASML Holding NV | 0.007846 |  |
| COREWEAVE INC | 0.007316 | ✓ |
| SANDISK CORPORATION | 0.007014 | ✓ |
| ANTHROPIC PBC SERIES F PC PP | 0.006674 |  |
| ZSCALER INC | 0.005931 | ✓ |
| Fidelity Cash Central Fund | 0.004448 |  |
| DATABRICKS INC SER L PC PP | 0.002908 |  |
| AUTODESK INC | 0.001952 | ✓ |
| MONDAY.COM LTD | 0.001652 |  |
| LYFT INC-A | 0.001590 |  |
| AIRBNB INC CLASS A | 0.001520 |  |
| PINE LABS LTD PP (FDI) (6 MONTH LOCKUP) | 0.001261 |  |
| REVOLUT GROUP HOLDINGS LTD PP | 0.001202 |  |
| OPEN AI GLOBAL LLC CONVERTIBLE INTEREST RT PP | 0.001056 |  |
| ORACLE CORP | 0.000955 | ✓ |
| LIGHTMATTER INC SERIES D PC PP | 0.000911 |  |
| X.AI HOLDINGS CORP SER E PC PP | 0.000905 |  |
| VAST DATA LTD SER E PC PP | 0.000855 |  |
| RUNWAY AI, INC SER E PC PP | 0.000793 |  |
| BYTEDANCE LTD SER E-1 PC PP | 0.000733 |  |
| TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.000606 |  |
| CELESTIAL AI INC SER C-1 PC PP | 0.000600 |  |
| PHYSICAL INTELLIGENCE SER B PC PP | 0.000594 |  |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.000585 |  |
| DIAMOND FOUNDRY INC SER C PC PP | 0.000486 |  |

## VANGUARD INFORMATION TECHNOLOGY INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.172255 | ✓ |
| APPLE INC | 0.150206 | ✓ |
| MICROSOFT CORP | 0.102754 | ✓ |
| BROADCOM INC | 0.042966 |  |
| MICRON TECHNOLOGY INC | 0.024041 | ✓ |
| ADV MICRO DEVICE | 0.016502 |  |
| CISCO SYSTEMS INC | 0.016253 | ✓ |
| APPLIED MATERIALS INC | 0.015893 |  |
| LAM RESEARCH CORP | 0.015664 |  |
| PALANTIR TECHNOLOGIES INC | 0.015644 |  |
| ORACLE CORP | 0.012418 | ✓ |
| INTL BUS MACH CORP | 0.011576 |  |
| KLA CORP | 0.010930 |  |
| INTEL CORP | 0.010862 |  |
| TEXAS INSTRUMENTS INC | 0.010443 |  |
| ANALOG DEVICES INC | 0.009816 |  |
| SALESFORCE INC | 0.009677 |  |
| AMPHENOL CORPORATION CL A | 0.009510 |  |
| QUALCOMM INC | 0.008161 |  |
| ARISTA NETWORKS INC | 0.007630 |  |
| CORNING INC | 0.007359 |  |
| ACCENTURE PLC-A | 0.007004 |  |
| PALO ALTO NETWORKS INC | 0.006435 |  |
| SANDISK CORPORATION | 0.006369 | ✓ |
| WESTERN DIGITAL CORP | 0.006260 | ✓ |
| INTUIT INC | 0.006052 |  |
| ADOBE INC | 0.006041 |  |
| SERVICENOW INC | 0.005918 | ✓ |
| SEAGATE TECHNOLO | 0.005544 |  |
| APPLOVIN CORP | 0.005438 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005079 | ✓ |
| LUMENTUM HOLDINGS INC | 0.004947 |  |
| MOTOROLA SOLUTIONS INC | 0.004827 |  |
| CADENCE DESIGN SYSTEMS INC | 0.004722 |  |
| SYNOPSYS INC | 0.004475 |  |
| MARVELL TECHNOLOGY INC | 0.004199 | ✓ |
| TE CONNECTIVITY | 0.004115 |  |
| TERADYNE INC | 0.004110 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.004053 |  |
| CIENA CORP | 0.003916 |  |
| NXP SEMICONDUCTO | 0.003698 |  |
| MONOLITHIC POWER SYS INC | 0.003578 |  |
| COHERENT CORP | 0.003474 |  |
| FORTINET INC | 0.003270 |  |
| AUTODESK INC | 0.003236 | ✓ |
| CLOUDFLARE INC-A | 0.003220 |  |
| Vanguard Market Liquidity Fund | 0.003202 |  |
| SNOWFLAKE INC CL A | 0.003142 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.003133 |  |
| MICROCHIP TECHNOLOGY | 0.002940 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-25-002863` (as of 2025-10-31)
  <https://www.sec.gov/Archives/edgar/data/315700/000003540225002863/0000035402-25-002863-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000413` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000413/0000052848-26-000413-index.htm>

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