# Portfolio overlap — FOCKX vs FSBDX

Comparing **Fidelity OTC Portfolio** (2026-01-31) and **Fidelity Series Blue Chip Growth Fund** (2026-01-31).

- Shared positions: 70
- Fidelity OTC Portfolio covered by Fidelity Series Blue Chip Growth Fund: 0.6601068896988256848868487355
- Fidelity Series Blue Chip Growth Fund covered by Fidelity OTC Portfolio: 0.6601068896988256848868487354

## Fidelity OTC Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.135957 | ✓ |
| ALPHABET INC CL A | 0.103583 | ✓ |
| APPLE INC | 0.093996 | ✓ |
| MICROSOFT CORP | 0.075372 | ✓ |
| AMAZON.COM INC | 0.065351 | ✓ |
| META PLATFORMS INC CL A | 0.045051 | ✓ |
| ALPHABET INC CL C | 0.042601 |  |
| SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.040293 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.028943 | ✓ |
| BROADCOM INC | 0.027618 | ✓ |
| MICRON TECHNOLOGY INC | 0.017606 | ✓ |
| TESLA INC | 0.015236 | ✓ |
| SK HYNIX INC | 0.014616 | ✓ |
| NETFLIX INC | 0.013945 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.012385 | ✓ |
| ARGENX SE SPONSORED ADR | 0.012271 |  |
| REDDIT INC-A | 0.011143 | ✓ |
| MARVELL TECHNOLOGY INC | 0.010888 | ✓ |
| OPTION | 0.010874 |  |
| DELTA ELEC | 0.010795 | ✓ |
| NEXTRACKER INC CL A | 0.010762 | ✓ |
| GE VERNOVA LLC | 0.008130 | ✓ |
| INSULET CORP | 0.008119 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.006987 | ✓ |
| COHERENT CORP | 0.006890 | ✓ |
| GILEAD SCIENCES INC | 0.006546 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.006228 | ✓ |
| FIRST SOLAR INC | 0.005705 |  |
| UCB SA | 0.005460 | ✓ |
| LUMENTUM HOLDINGS INC | 0.005365 | ✓ |
| LAM RESEARCH CORP | 0.005337 | ✓ |
| ARISTA NETWORKS INC | 0.005162 | ✓ |
| SYNOPSYS INC | 0.005140 |  |
| MODERNA INC | 0.004902 | ✓ |
| DOMINOS PIZZA INC | 0.004842 |  |
| NRG ENERGY INC | 0.004288 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.004142 |  |
| X.AI HOLDINGS CORP SER E PC PP | 0.004072 | ✓ |
| MONSTER BEVERAGE CORP | 0.004039 |  |
| VISTRA CORP | 0.003881 | ✓ |
| ROBLOX CORP - A | 0.003876 | ✓ |
| ASTRAZENECA PLC SPONS ADR | 0.003812 |  |
| CHROMA ATE | 0.003726 |  |
| CRINETICS PHARMACEUTICALS INC | 0.003704 | ✓ |
| HANWHA AEROSPACE | 0.003512 |  |
| WAYMO LLC SER C-2 PC PERP PP | 0.003285 | ✓ |
| VEEVA SYSTEMS-A | 0.003264 |  |
| DATADOG INC CL A | 0.003189 |  |
| CYTOKINETICS INC | 0.002641 |  |
| DANAHER CORP | 0.002551 | ✓ |

## Fidelity Series Blue Chip Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.155916 | ✓ |
| APPLE INC | 0.094255 | ✓ |
| ALPHABET INC CL A | 0.083876 | ✓ |
| AMAZON.COM INC | 0.076675 | ✓ |
| MICROSOFT CORP | 0.065850 | ✓ |
| META PLATFORMS INC CL A | 0.047496 | ✓ |
| BROADCOM INC | 0.034113 | ✓ |
| LILLY ELI and CO | 0.026036 |  |
| SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.025735 | ✓ |
| NETFLIX INC | 0.019165 | ✓ |
| MARVELL TECHNOLOGY INC | 0.016023 | ✓ |
| TESLA INC | 0.015937 | ✓ |
| APPLOVIN CORP | 0.012365 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.010159 | ✓ |
| MASTERCARD INC CL A | 0.009117 |  |
| SHARKNINJA INC | 0.007648 |  |
| GILEAD SCIENCES INC | 0.007604 | ✓ |
| MICRON TECHNOLOGY INC | 0.007087 | ✓ |
| MONOLITHIC POWER SYS INC | 0.006920 |  |
| BOSTON SCIENTIFIC CORP | 0.006381 | ✓ |
| FTAI AVIATION LTD | 0.006354 |  |
| BOEING CO/THE | 0.006269 |  |
| CELESTICA INC SUB VTG | 0.006020 | ✓ |
| WESTERN DIGITAL CORP | 0.005592 | ✓ |
| STARBUCKS CORP | 0.005301 |  |
| LOWES COS INC | 0.004841 |  |
| ORACLE CORP | 0.004805 |  |
| GE VERNOVA LLC | 0.004739 | ✓ |
| LUMENTUM HOLDINGS INC | 0.004727 | ✓ |
| CARVANA CO CL A | 0.004715 |  |
| WELLTOWER INC | 0.004674 |  |
| ASTERA LABS INC | 0.004409 | ✓ |
| ABBVIE INC | 0.004217 |  |
| X.AI HOLDINGS CORP SER E PC PP | 0.004047 | ✓ |
| GENERAL ELECTRIC CO | 0.003847 |  |
| SNAP INC - A | 0.003790 |  |
| GOLDMAN SACHS GROUP INC | 0.003737 |  |
| TJX COS INC | 0.003614 |  |
| ADV MICRO DEVICE | 0.003572 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.003426 | ✓ |
| SANDISK CORPORATION | 0.003408 | ✓ |
| SNOWFLAKE INC CL A | 0.003063 |  |
| ANTHROPIC PBC SERIES F PC PP | 0.003013 | ✓ |
| UBER TECHNOLOGIES INC | 0.002988 |  |
| ARITZIA INC-SUB | 0.002971 |  |
| BRINKER INTL | 0.002965 |  |
| AMPHENOL CORPORATION CL A | 0.002905 |  |
| SHOPIFY INC CL A | 0.002903 | ✓ |
| ROBINHOOD MARKETS INC | 0.002800 |  |
| COHERENT CORP | 0.002750 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002031` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/754510/000003540226002031/0000035402-26-002031-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002063` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/754510/000003540226002063/0000035402-26-002063-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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