# Portfolio overlap — FIFOX vs BDAFX

Comparing **Fidelity Founders Fund** (2026-01-31) and **Baron Durable Advantage Fund** (2026-03-31).

- Shared positions: 10
- Fidelity Founders Fund covered by Baron Durable Advantage Fund: 0.3461237949806134270161644678
- Baron Durable Advantage Fund covered by Fidelity Founders Fund: 0.3461237949806134270161644678

## Fidelity Founders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.089802 | ✓ |
| NVIDIA CORP | 0.069210 | ✓ |
| AMAZON.COM INC | 0.052964 | ✓ |
| MICROSOFT CORP | 0.048676 | ✓ |
| MONSTER BEVERAGE CORP | 0.033314 |  |
| INTERACTIVE BROKERS GROUP INC | 0.031747 |  |
| GENERAL ELECTRIC CO | 0.030858 |  |
| META PLATFORMS INC CL A | 0.029189 | ✓ |
| MARRIOTT INTL-A | 0.028820 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.027932 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.025257 | ✓ |
| COCA COLA CONSOLIDATED INC | 0.022277 |  |
| FRANCO-NEVADA CORP | 0.020998 |  |
| BLACKROCK INC | 0.019414 |  |
| BERKSHIRE HATH-B | 0.019322 |  |
| DOLLARAMA INC | 0.018813 |  |
| TESLA INC | 0.017803 |  |
| HEICO CORP CL A | 0.017654 | ✓ |
| FIRST CITIZENS BANCSHARES INC CL A | 0.017553 |  |
| ALAMOS GOLD INC A | 0.017071 |  |
| RYANAIR HLDGS | 0.016398 |  |
| ARISTA NETWORKS INC | 0.016008 |  |
| SCHWAB CHARLES CORP | 0.015259 |  |
| STEEL DYNAMICS INC | 0.015000 |  |
| SHOPIFY INC CL A | 0.014658 |  |
| TRANSDIGM GROUP INC | 0.013890 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.013180 |  |
| SYNOPSYS INC | 0.012085 |  |
| TOURMALINE OIL CORP | 0.011994 |  |
| ROBLOX CORP - A | 0.011881 |  |
| CINTAS CORP | 0.011863 |  |
| MSCI INC | 0.011597 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.010882 |  |
| PALANTIR TECHNOLOGIES INC | 0.010735 |  |
| FIDELITY NATIONAL FINL INC | 0.010713 |  |
| MEDLINE INC-A | 0.010019 |  |
| DASSAULT AVIATION SA | 0.009847 |  |
| ROLLINS INC | 0.009762 |  |
| ECHOSTAR CORP CL A | 0.009436 |  |
| DELL TECHNOLOGIES INC CL C | 0.008563 |  |
| Hermes International SCA | 0.008276 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.008212 | ✓ |
| TENCENT HOLDINGS LTD | 0.007973 |  |
| RALPH LAUREN CORP | 0.007802 |  |
| JAPAN ELEVATOR S | 0.007695 |  |
| MERCADOLIBRE INC | 0.007625 |  |
| ARTHUR J GALLAGHAR AND CO | 0.007466 |  |
| OLD DOMINION FRT | 0.007021 |  |
| CLOUDFLARE INC-A | 0.007003 |  |
| Fidelity Cash Central Fund | 0.006898 |  |

## Baron Durable Advantage Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.083105 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.080335 | ✓ |
| AMAZON.COM INC | 0.070374 | ✓ |
| ALPHABET INC CL C | 0.069475 | ✓ |
| META PLATFORMS INC CL A | 0.068097 | ✓ |
| MONOLITHIC POWER SYS INC | 0.050804 |  |
| BROADCOM INC | 0.049774 |  |
| MICROSOFT CORP | 0.049137 | ✓ |
| VISA INC-CLASS A | 0.040964 |  |
| WELLTOWER INC | 0.033208 |  |
| MSCI INC | 0.031572 | ✓ |
| BROOKFIELD CORP CL A | 0.030324 |  |
| LPL FINL HLDGS INC | 0.029863 |  |
| MOODYS CORP | 0.029742 |  |
| S&P GLOBAL INC | 0.028791 |  |
| CME GROUP INC CL A | 0.028073 |  |
| HEICO CORP CL A | 0.028066 | ✓ |
| APOLLO GLOBAL MANAGEMENT INC | 0.022793 | ✓ |
| BLACKSTONE INC | 0.022694 |  |
| AMPHENOL CORPORATION CL A | 0.021250 |  |
| TRANSDIGM GROUP INC | 0.019357 | ✓ |
| MASTERCARD INC CL A | 0.015716 |  |
| INTUIT INC | 0.015139 |  |
| THERMO FISHER SCIENTIFIC INC | 0.013342 |  |
| COSTCO WHOLESALE CORP | 0.013198 |  |
| ARCH CAPITAL GROUP LTD | 0.012722 |  |
| QUANTA SVCS INC | 0.012097 |  |
| METTLER-TOLEDO INTL INC | 0.011361 |  |
| TEXAS ROADHOUSE INC | 0.010858 |  |
| LAM RESEARCH CORP | 0.007768 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-001955` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/819118/000003540226001955/0000035402-26-001955-index.htm>
- N-PORT (fund B) — accession `0001410368-26-049911` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810902/000141036826049911/0001410368-26-049911-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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