# Portfolio overlap — LPFCX vs FLVCX

Comparing **ALPS Global Opportunity Fund** (2026-04-30) and **Fidelity Leveraged Company Stock Fund** (2026-01-31).

- Shared positions: 11
- ALPS Global Opportunity Fund covered by Fidelity Leveraged Company Stock Fund: 0.1296618917605759631573734570
- Fidelity Leveraged Company Stock Fund covered by ALPS Global Opportunity Fund: 0.1296618917605759631573734571

## ALPS Global Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| KKR & CO INC | 0.046199 | ✓ |
| 3I GROUP PLC | 0.042452 |  |
| PARTNERS GROUP HOLDING AG COMMON STOCK | 0.042170 |  |
| Brederode SA | 0.039869 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.039646 | ✓ |
| BERKSHIRE HATH-B | 0.037816 |  |
| BLACKSTONE INC | 0.037139 |  |
| ARES MANAGEMENT CORP CL A | 0.036477 | ✓ |
| HGCAPITAL TRUST PLC FUND | 0.036342 |  |
| HOULIHAN LOKEY I | 0.026843 |  |
| AMAZON.COM INC | 0.025285 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.024351 | ✓ |
| TPG INC | 0.024162 |  |
| Investor Aktiebolag | 0.023928 |  |
| EQT AB | 0.023874 |  |
| FTAI AVIATION LT | 0.023676 |  |
| STEPSTONE GROUP INC CLASS A | 0.023393 |  |
| LAM RESEARCH CORP | 0.022631 |  |
| ICG PLC | 0.021041 |  |
| WESFARMERS LTD | 0.020306 |  |
| State Street Institutional Treasury Plus Money Market Fund- Premier Class | 0.019356 |  |
| IES HOLDINGS INC | 0.018766 | ✓ |
| CARLISLE COS INC | 0.018623 | ✓ |
| HAMILTON LANE INC - A | 0.018037 |  |
| HarbourVest Global Private Equity, Ltd. | 0.017449 |  |
| META PLATFORMS INC CL A | 0.016933 | ✓ |
| COSTCO WHOLESALE CORP | 0.016891 |  |
| MICROSOFT CORP | 0.016789 | ✓ |
| Oakley Capital Investments, Ltd. | 0.016648 |  |
| MUTARES SE CO KGAA | 0.016556 |  |
| Patria Private Equity Trust PLC | 0.016496 |  |
| OEM INTERNATIONAL AB | 0.015368 |  |
| BRIDGEPOINT-REGS | 0.015354 |  |
| CVC CAPITAL PART | 0.014479 |  |
| NB PRIVATE EQUITY PARTNERS LTD FUND | 0.013556 |  |
| LAGERCRANTZ-B SH | 0.013428 |  |
| HBM Healthcare Investments AG | 0.013249 |  |
| DOVER CORP | 0.013168 |  |
| BLUE OWL CAPITAL INC A | 0.012833 | ✓ |
| MASTERCARD INC CL A | 0.012277 | ✓ |
| SOFINA SA | 0.011320 |  |
| CONSTELLATION SOFTWARE INC | 0.011309 |  |
| ITALMOBILIARE | 0.009666 |  |
| INTUIT INC | 0.009047 |  |
| CSW INDUSTRI INC | 0.008812 |  |
| GODADDY INC CL A | 0.008338 |  |
| Integral Corporation | 0.007653 |  |

## Fidelity Leveraged Company Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.062931 |  |
| META PLATFORMS INC CL A | 0.054277 | ✓ |
| ALPHABET INC CL A | 0.048394 |  |
| VISTRA CORP | 0.043223 |  |
| COMFORT SYSTEMS USA INC | 0.040279 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.038837 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.038454 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.038245 |  |
| VERTIV HOLDINGS CO | 0.037606 |  |
| TOPBUILD CORP | 0.035408 |  |
| MICRON TECHNOLOGY INC | 0.033433 |  |
| PARKER HANNIFIN CORP | 0.027568 |  |
| MICROSOFT CORP | 0.026125 | ✓ |
| EMCOR GROUP INC | 0.023251 |  |
| CONSTELLATION ENERGY CORP | 0.022914 |  |
| BOSTON SCIENTIFIC CORP | 0.020986 |  |
| TRANE TECHNOLOGIES PLC | 0.017817 |  |
| ONEMAIN HOLDINGS INC | 0.016931 |  |
| MKS INSTRUMENTS INC | 0.016441 |  |
| ARES MANAGEMENT CORP CL A | 0.015801 | ✓ |
| ATI INC | 0.014416 |  |
| BOYD GAMING CORP | 0.013957 |  |
| ARISTA NETWORKS INC | 0.012595 |  |
| DICKS SPORTING GOODS INC | 0.012264 |  |
| COHERENT CORP | 0.011732 |  |
| NETFLIX INC | 0.011052 |  |
| BLOCK INC CL A | 0.010372 |  |
| EAGLE MATERIALS INC | 0.010321 |  |
| UBER TECHNOLOGIES INC | 0.010068 |  |
| US FOODS HOLDING CORP | 0.009849 |  |
| VISA INC-CLASS A | 0.009828 |  |
| ECHOSTAR CORP PIPE | 0.009341 |  |
| ORACLE CORP | 0.009341 |  |
| Fidelity Securities Lending Cash Central Fund | 0.008617 |  |
| IES HOLDINGS INC | 0.008260 | ✓ |
| TRANSDIGM GROUP INC | 0.008146 |  |
| EATON CORP PLC | 0.008103 |  |
| MARTIN MAR MTLS | 0.007692 |  |
| AMAZON.COM INC | 0.007566 | ✓ |
| MASTERCARD INC CL A | 0.007493 | ✓ |
| James Hardie Industries Public Limited Company | 0.007450 |  |
| MOODYS CORP | 0.007103 |  |
| TENET HEALTHCARE CORP | 0.006963 |  |
| APPLOVIN CORP | 0.006737 |  |
| KKR & CO INC | 0.006699 | ✓ |
| NVENT ELECTRIC PLC | 0.006501 |  |
| SHOPIFY INC CL A | 0.005994 |  |
| MARVELL TECHNOLOGY INC | 0.005771 |  |
| KLA CORP | 0.005616 |  |
| RED ROCK RESORTS INC | 0.005358 |  |


## Sources

- N-PORT (fund A) — accession `0001049169-26-001752` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/915802/000104916926001752/0001049169-26-001752-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002001` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/754510/000003540226002001/0000035402-26-002001-index.htm>

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