FVWSX
Fidelity Series Opportunistic Insights Fund
FIDELITY CONTRAFUND

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CONOCOPHILLIPS 0 347,944 347,944 0.34% $45.93M
INGERSOLL RAND INC 0 449,900 449,900 0.27% $36.05M
OLD DOMINION FRT 0 154,200 154,200 0.22% $30.13M
CHEVRON CORP 0 104,200 104,200 0.16% $21.56M
GSK PLC 0 760,200 760,200 0.16% $20.94M
FEDEX CORP 0 53,123 53,123 0.14% $18.92M
ASML Holding NV 0 12,200 12,200 0.12% $16.22M
CANVA INC SER A PC PERP PP 0 11,000 11,000 0.11% $14.81M
CITIZENS FINANCIAL GROUP INC 0 225,300 225,300 0.10% $13.51M
MODERNA INC 0 250,300 250,300 0.09% $12.72M
BIOGEN INC 0 61,800 61,800 0.08% $11.33M
OSI SYSTEMS INC 0 42,000 42,000 0.08% $11.15M
DISCO CORP 0 25,300 25,300 0.08% $10.31M
AMGEN INC 0 28,200 28,200 0.07% $9.92M
FIRST QUANTUM 0 393,400 393,400 0.07% $9.41M
ROCHE HOLDING AG 0 22,470 22,470 0.07% $8.97M
FORGENT POWER SOLUTIONS INC 0 286,900 286,900 0.06% $8.40M
YUM! BRANDS INC 0 53,700 53,700 0.06% $8.35M
PHILLIPS 66 0 41,700 41,700 0.06% $7.60M
WORLD LABS SER C PC PP 0 21,755 21,755 0.05% $7.07M
EQUINIX INC 0 7,200 7,200 0.05% $7.06M
VAXCYTE INC 0 120,500 120,500 0.05% $7.00M
James Hardie Industries Public Limited Company 0 345,400 345,400 0.05% $6.54M
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC 0 134,100 134,100 0.05% $6.46M
XENON PHARMACEUTICALS INC 0 109,700 109,700 0.05% $6.38M
PATHWARD FINANCIAL INC 0 68,500 68,500 0.05% $6.11M
REVOLUT GROUP HOLDINGS LTD PP 0 3,500 3,500 0.04% $4.87M
BLOOM ENERGY CORP CL A 0 35,400 35,400 0.04% $4.80M
SUNCOR ENERGY INC 0 60,300 60,300 0.03% $3.99M
MAPLEBEAR INC 0 105,700 105,700 0.03% $3.96M
GSK plc SPONSORED ADR 0 70,000 70,000 0.03% $3.86M
NOKIA OYJ 0 362,800 362,800 0.02% $2.91M
WAYMO LLC SER C-2 PC PERP PP 0 17,600 17,600 0.02% $2.89M
COMPASS INC - A 0 368,900 368,900 0.02% $2.70M
RUBRIK INC-A 0 52,800 52,800 0.02% $2.59M
SITIME CORP 0 7,200 7,200 0.02% $2.49M
PETROLEO BRASILEIRO SPONS ADR 0 106,000 106,000 0.02% $2.20M
PACCAR INC 0 16,600 16,600 0.01% $1.92M
COMFORT SYSTEMS USA INC 0 1,200 1,200 0.01% $1.65M
CENOVUS ENERGY INC 0 60,500 60,500 0.01% $1.61M
GPGI INC 0 90,489 90,489 0.01% $1.55M
CF INDUSTRIES HOLDINGS INC 0 11,700 11,700 0.01% $1.52M
PRAXIS PRECISION MEDICINES INC 0 4,612 4,612 0.01% $1.49M
L3HARRIS TECHNOLOGIES INC 0 3,700 3,700 0.01% $1.28M
GLOBUS MEDICAL INC 0 14,400 14,400 0.01% $1.24M
SAMSUNG ELECTRONICS CO LTD 0 10,330 10,330 0.01% $1.23M
LUNDIN MINING CORP 0 45,900 45,900 0.01% $1.14M
NEWMONT CORP 0 10,500 10,500 0.01% $1.14M
MBX BIOSCIENCES INC 0 34,700 34,700 0.01% $1.04M
ONCE UPON A FARM 0 62,600 62,600 0.01% $1.02M
IRHYTHM TECHNOLOGIES INC 0 8,100 8,100 0.01% $955.96K
CLEAN HARBORS INC 0 2,700 2,700 0.01% $774.17K
MADRIGAL PHARMACEUTICALS INC 0 1,400 1,400 0.01% $732.86K
ERICSSON (LM) TELE CO CL B 0 61,900 61,900 0.01% $705.67K
NVENT ELECTRIC PLC 0 5,900 5,900 0.01% $697.85K
KEYSIGHT TECHNOLOGIES INC 0 2,400 2,400 0.01% $677.69K
DECKERS OUTDOOR CORP 0 6,700 6,700 0.00% $670.60K
ACCENTURE PLC CL A 0 3,300 3,300 0.00% $654.36K
PROLOGIS INC REIT 0 4,900 4,900 0.00% $647.68K
TERADYNE INC 0 2,100 2,100 0.00% $622.57K
CISCO SYSTEMS INC 0 7,900 7,900 0.00% $612.96K
TOYOTA MOTOR CORP 0 27,600 27,600 0.00% $573.73K
ASSA ABLOY AB SER B 0 15,300 15,300 0.00% $553.06K
VAST DATA LTD SER E PC PP 0 8,625 8,625 0.00% $510.77K
YORK SPACE SYSTE 0 17,600 17,600 0.00% $390.19K
MIRUM PHARMACEUTICALS INC 0 4,200 4,200 0.00% $388.00K
GALECTO INC 0 12,800 12,800 0.00% $331.52K
SIMPSON MFG 0 1,722 1,722 0.00% $295.53K
GLAUKOS CORP 0 2,700 2,700 0.00% $290.68K
BOB'S DISCOUNT F 0 20,800 20,800 0.00% $244.40K
COREWEAVE INC 0 2,376 2,376 0.00% $184.07K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TRANSDIGM GROUP INC 25,734 0 -25,734 0.00% -$34.22M
T-MOBILE US INC 152,719 0 -152,719 0.00% -$31.01M
X.AI HOLDINGS CORP SER E PC PP 372,993 0 -372,993 0.00% -$28.15M
CYBER-ARK SOFTWARE LTD 60,060 0 -60,060 0.00% -$26.79M
CANVA INC SER A PC PERP PP 11,000 0 -11,000 0.00% -$18.11M
ANTERO RESOURCES 403,200 0 -403,200 0.00% -$13.89M
BLUE OWL CAPITAL INC A 737,700 0 -737,700 0.00% -$11.02M
KILROY REALTY CORP 258,000 0 -258,000 0.00% -$9.64M
PDD HOLDINGS INC ADR 83,500 0 -83,500 0.00% -$9.47M
THE BOOKING HOLDINGS INC 1,749 0 -1,749 0.00% -$9.37M
CONSTELLATION SOFTWARE INC 2,928 0 -2,928 0.00% -$7.04M
SOUTHWEST GAS HOLDINGS INC 81,600 0 -81,600 0.00% -$6.53M
UBS GROUP AG 111,364 0 -111,364 0.00% -$5.20M
ZSCALER INC 21,749 0 -21,749 0.00% -$4.89M
SYNCHRONY FINANCIAL 56,700 0 -56,700 0.00% -$4.73M
RELIANCE INDUSTRIES LTD(DEMAT)DEMATERIALIZED SHS 261,300 0 -261,300 0.00% -$4.57M
UBER TECHNOLOGIES INC 55,424 0 -55,424 0.00% -$4.53M
NATWEST GROUP PLC 505,449 0 -505,449 0.00% -$4.43M
DATADOG INC CL A 30,599 0 -30,599 0.00% -$4.16M
BROOKFIELD ASSET MANAGEMENT LTD A 77,849 0 -77,849 0.00% -$4.08M
APPLOVIN CORP 5,999 0 -5,999 0.00% -$4.04M
REGENERON PHARMACEUTICALS INC 4,800 0 -4,800 0.00% -$3.70M
MONGODB INC CL A 8,500 0 -8,500 0.00% -$3.57M
VITAL FARMS INC 102,200 0 -102,200 0.00% -$3.26M
DOXIMITY INC-A 72,099 0 -72,099 0.00% -$3.19M
COMPOSECURE INC PIPE 148,789 0 -148,789 0.00% -$2.87M
DANAHER CORP 11,700 0 -11,700 0.00% -$2.68M
DANONE SA 29,200 0 -29,200 0.00% -$2.63M
ROYAL CARIBBEAN CRUISES LTD 9,259 0 -9,259 0.00% -$2.58M
CROWDSTRIKE HOLDINGS INC 4,399 0 -4,399 0.00% -$2.06M
MSCI INC 3,400 0 -3,400 0.00% -$1.95M
INTL BUS MACH CORP 6,149 0 -6,149 0.00% -$1.82M
OLLIES BARGAIN OUTLET HOLDINGS INC 16,099 0 -16,099 0.00% -$1.76M
KINROSS GOLD CORP 56,249 0 -56,249 0.00% -$1.58M
COINBASE GLOBAL INC 6,766 0 -6,766 0.00% -$1.53M
CIDARA THERAPEUTICS INC 6,700 0 -6,700 0.00% -$1.48M
EAST WEST BNCRP 13,003 0 -13,003 0.00% -$1.46M
CH ROBINSON WORLDWIDE INC 8,700 0 -8,700 0.00% -$1.40M
BHARTI AIRTEL LIMITED 57,200 0 -57,200 0.00% -$1.34M
GARMIN LTD 6,424 0 -6,424 0.00% -$1.30M
DOLLAR GENERAL CORP 9,800 0 -9,800 0.00% -$1.30M
SUMMIT THERAPEUTICS INC 66,862 0 -66,862 0.00% -$1.17M
IVANHOE ELECTRIC INC WT 127,728 0 -127,728 0.00% -$1.15M
SONY GROUP CORP 44,300 0 -44,300 0.00% -$1.14M
EVOLUTION MINING LTD 116,307 0 -116,307 0.00% -$984.19K
COREWEAVE INC P/P 11,880 0 -11,880 0.00% -$850.73K
BIRKENSTOCK HOLDING LTD 19,444 0 -19,444 0.00% -$795.26K
ASTRAZENECA PLC SPONS ADR 7,500 0 -7,500 0.00% -$689.48K
FUJITSU LTD 24,900 0 -24,900 0.00% -$684.32K
BOOT BARN HOLDINGS INC 3,800 0 -3,800 0.00% -$670.59K
BAXTER INTL INC 34,800 0 -34,800 0.00% -$665.03K
NASDAQ INC 6,799 0 -6,799 0.00% -$660.39K
AMERICAN INTERNATIONAL GROUP 7,700 0 -7,700 0.00% -$658.74K
SS&C TECHNOLOGIE 7,500 0 -7,500 0.00% -$655.65K
ROYAL GOLD INC 2,899 0 -2,899 0.00% -$644.42K
LULULEMON ATHLETICA INC 3,100 0 -3,100 0.00% -$644.21K
HEICO CORP CL A 2,549 0 -2,549 0.00% -$643.44K
BLACKROCK INC 600 0 -600 0.00% -$642.20K
FUTU HOLDINGS LTD ADR 3,900 0 -3,900 0.00% -$640.42K
ROCKET COS INC-A 32,800 0 -32,800 0.00% -$635.01K
NEC CORP 17,600 0 -17,600 0.00% -$596.63K
SALESFORCE INC 2,200 0 -2,200 0.00% -$582.80K
FLEX LTD 9,200 0 -9,200 0.00% -$555.86K
SOFI TECHNOLOGIES INC A 20,900 0 -20,900 0.00% -$547.16K
EVERCORE INC A 1,339 0 -1,339 0.00% -$455.59K
ELBIT SYSTEMS LTD 600 0 -600 0.00% -$346.63K
TRAVERE THERAPEUTICS INC 6,300 0 -6,300 0.00% -$240.72K
B2GOLD CORPORATION 47,465 0 -47,465 0.00% -$213.71K
WUXI APPTEC CO LTD H 16,200 0 -16,200 0.00% -$205.45K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP 308,008 361,454 53,446 3.83% $144.51M
Fidelity Cash Central Fund 349,138,908 504,634,127 155,495,218 3.76% $155.53M
NETFLIX INC 3,046,290 3,704,290 658,000 2.65% $70.55M
GE VERNOVA LLC 278,134 288,394 10,260 1.88% $69.96M
TAIWAN SEMIC MFG CO LTD SP ADR 507,357 582,657 75,300 1.47% $42.73M
FRANCO-NEVADA CORP 339,005 484,905 145,900 0.89% $49.77M
GILEAD SCIENCES INC 714,191 841,791 127,600 0.87% $29.66M
CHUBB LTD 236,351 347,351 111,000 0.84% $39.44M
HOWMET AEROSPACE INC 464,709 472,309 7,600 0.81% $13.57M
COCA-COLA CO/THE 1,147,636 1,304,636 157,000 0.74% $18.99M
SHELL PLC SPONS ADR 717,600 1,059,700 342,100 0.73% $45.82M
TJX COS INC 567,919 616,419 48,500 0.73% $11.20M
HILTON WORLDWIDE HOLDINGS INC 257,591 291,891 34,300 0.66% $14.77M
ARISTA NETWORKS INC 416,048 652,248 236,200 0.60% $25.57M
UCB SA 205,814 246,914 41,100 0.55% $16.68M
EXXON MOBIL CORP 16,800 405,600 388,800 0.51% $66.79M
ORLA MINING LTD 3,327,452 4,274,952 947,500 0.51% $23.99M
TRAVELERS COS IN 153,437 223,337 69,900 0.49% $20.64M
CHENIERE ENERGY INC 153,069 229,569 76,500 0.49% $35.39M
WELLTOWER INC 282,400 308,100 25,700 0.45% $8.50M
QUANTA SVCS INC 107,100 109,900 2,800 0.45% $15.13M
CITIGROUP INC 330,599 516,899 186,300 0.44% $20.04M
TENET HEALTHCARE CORP 276,121 307,321 31,200 0.43% $3.12M
VIKING HOLDINGS LTD 587,399 752,799 165,400 0.41% $13.37M
NEXTRACKER INC CL A 304,100 456,042 151,942 0.41% $28.49M
COSTCO WHOLESALE CORP 27,719 53,739 26,020 0.40% $29.64M
EMCOR GROUP INC 65,300 66,900 1,600 0.37% $9.44M
Fidelity Securities Lending Cash Central Fund 38,341,142 46,715,136 8,373,994 0.35% $8.37M
CORTEVA INC 440,457 493,657 53,200 0.31% $11.80M
LAM RESEARCH CORP 106,300 183,600 77,300 0.29% $21.03M
PHILIP MORRIS INTL INC 59,077 229,977 170,900 0.28% $28.55M
COHERENT CORP 87,100 148,900 61,800 0.26% $19.39M
HCA HEALTHCARE INC 67,899 73,599 5,700 0.26% $3.13M
TRANSMEDICS GROUP INC 341,290 344,000 2,710 0.25% -$7.32M
CAN NATURAL RES 474,249 699,249 225,000 0.25% $18.05M
KLA CORP 5,999 23,059 17,060 0.25% $26.66M
3M CO 196,399 216,099 19,700 0.23% -$59.42K
CEREBRAS SYSTEMS INC SER G PC PP 309,200 340,600 31,400 0.23% $19.12M
GFL ENVIRONM-SUB 664,070 669,370 5,300 0.21% -$603.25K
KARMAN HOLDINGS INC 176,700 342,196 165,496 0.20% $14.46M
CARPENTER TECHNOLOGY CORP 45,446 65,746 20,300 0.19% $11.61M
AMER SPORTS INC 487,813 761,413 273,600 0.19% $6.85M
ANTHROPIC PBC SERIES F PC PP 61,714 94,914 33,200 0.18% $15.90M
NU HOLDINGS LTD/CAYMAN ISLANDS 1,228,548 1,707,748 479,200 0.18% $3.97M
MCKESSON CORP 19,400 27,200 7,800 0.18% $7.62M
CONSTRUCTION PARTNERS INC CL A 86,700 195,400 108,700 0.16% $12.30M
HYUNDAI MOTOR CO 66,414 69,194 2,780 0.16% $7.99M
DOLLAR TREE INC 66,000 193,700 127,700 0.16% $13.09M
ATI INC 55,691 142,391 86,700 0.15% $14.32M
ENTERGY CORP 178,300 181,800 3,500 0.15% $3.95M
SEAGATE TECHNOLOGY HOLDINGS PLC 2,200 50,700 48,500 0.15% $19.26M
HOME DEPOT INC 58,600 59,900 1,300 0.15% -$463.75K
Receive CONTEMPORARY A-A Pay Overnight Rate -1 209,600 329,200 119,600 0.15% $8.50M
MEDLINE INC-A 344,400 436,100 91,700 0.14% $4.94M
TOAST INC-A 650,207 720,507 70,300 0.14% -$3.99M
AGNICO EAGLE MINES LTD 90,799 93,699 2,900 0.14% $3.62M
ENSIGN GROUP INC 29,300 92,500 63,200 0.14% $13.53M
PEPSICO INC 12,800 116,500 103,700 0.13% $16.25M
CELESTICA INC SUB VTG 58,283 62,783 4,500 0.13% $470.14K
LUMENTUM HOLDINGS INC 2,400 25,200 22,800 0.13% $16.82M
CASEY'S GENERAL 23,694 24,254 560 0.13% $4.56M
WESTERN DIGITAL CORP 55,400 64,700 9,300 0.13% $7.96M
ASML HOLDING-NY 6,200 12,500 6,300 0.12% $9.88M
AMERICAN ELECTRIC POWER CO INC 59,899 116,799 56,900 0.11% $8.40M
CBOE GLOBAL MARKETS INC 39,400 52,100 12,700 0.11% $4.75M
JOHNSON&JOHNSON 3,100 59,500 56,400 0.11% $13.90M
KYMERA THERAPEUTICS INC 37,600 165,700 128,100 0.10% $10.88M
VALERO ENERGY CORP 22,500 55,500 33,000 0.10% $10.05M
MONOLITHIC POWER SYS INC 6,899 12,464 5,565 0.10% $7.37M
CORNING INC 7,600 92,300 84,700 0.09% $11.88M
SHARKNINJA INC 63,400 116,900 53,500 0.09% $5.29M
RHEINMETALL AG 6,900 7,200 300 0.09% -$513.10K
INSMED INC 73,279 73,979 700 0.09% -$656.43K
ANALOG DEVICES INC 22,649 37,749 15,100 0.09% $5.87M
LUNDIN GOLD INC 147,049 155,649 8,600 0.09% -$320.67K
MARATHON PETROLEUM CORP 19,300 47,900 28,600 0.09% $8.56M
BARRICK MINING CORP 131,700 281,800 150,100 0.09% $5.76M
LIVE NATION ENTERTAINMENT INC 71,811 73,511 1,700 0.08% $978.10K
LEGEND BIOTECH CORP SPON ADR 588,629 617,929 29,300 0.08% -$1.62M
DAIFUKU CO LTD 161,000 312,700 151,700 0.08% $5.98M
ARITZIA INC-SUB 125,400 129,700 4,300 0.08% -$137.32K
ADV MICRO DEVICE 44,000 51,100 7,100 0.08% $972.23K
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 44,000 46,300 2,300 0.08% $2.75M
AUTODESK INC 41,700 42,700 1,000 0.08% -$2.12M
HDFC BANK LTD SPON ADR 389,600 407,200 17,600 0.08% -$4.10M
WARBY PARKER INC 440,856 462,656 21,800 0.07% $141.91K
DELTA AIR LI 40,000 145,600 105,600 0.07% $6.90M
ASTERA LABS INC 78,791 84,291 5,500 0.07% -$3.87M
FIGMA INC-CL A 146,500 428,000 281,500 0.07% $3.57M
DELL TECHNOLOGIES INC CL C 49,010 53,810 4,800 0.07% $2.66M
RIOT PLATFORMS INC 678,600 713,200 34,600 0.07% $217.29K
SAMSARA INC-CL A 270,852 274,652 3,800 0.06% -$897.98K
KEURIG DR PEPPER INC 321,154 328,954 7,800 0.06% -$334.16K
GILDAN ACTIVEWEAR INC 24,200 148,500 124,300 0.06% $6.76M
ROCKET LAB CORP 18,699 127,899 109,200 0.06% $6.91M
NORTHROP GRUMMAN CORP 9,829 12,029 2,200 0.06% $2.60M
APPLIED MATERIALS INC 20,300 24,000 3,700 0.06% $2.99M
FTAI AVIATION LTD 29,294 31,594 2,300 0.06% $1.97M
ALLISON TRANSMISSION HLDGS INC 62,500 63,500 1,000 0.06% $1.31M
TECHNIPFMC PLC 64,380 105,426 41,046 0.05% $4.42M
ROBLOX CORP - A 69,897 126,797 56,900 0.05% $1.51M
RBC BEARINGS INC 10,706 13,106 2,400 0.05% $2.32M
STARBUCKS CORP 65,437 79,237 13,800 0.05% $1.59M
SYNOPSYS INC 13,000 17,100 4,100 0.05% $673.45K
INTEL CORP 43,749 151,249 107,500 0.05% $5.06M
ANGLOGOLD ASHANTI PLC 55,700 67,800 12,100 0.05% $1.85M
STRUCTURE THERAPEUTICS INC ADR 77,700 135,000 57,300 0.05% $1.10M
GENERAL DYNAMICS CORPORATION 3,900 18,900 15,000 0.05% $5.17M
NUVALENT INC-A 11,000 62,900 51,900 0.05% $5.34M
SOLENO THERAPEUTICS INC 162,680 174,280 11,600 0.04% -$1.70M
WYNN RESORTS LTD 5,100 56,400 51,300 0.04% $5.11M
TWILIO INC CLASS A 10,100 43,000 32,900 0.04% $3.97M
JABIL INC 4,499 18,399 13,900 0.04% $3.86M
FABRINET 8,324 9,224 900 0.04% $1.02M
IVANHOE ELECTRIC INC 237,537 399,465 161,928 0.04% $925.84K
WOODWARD INC 11,602 13,002 1,400 0.03% $1.15M
VERTIV HOLDINGS CO 10,500 18,100 7,600 0.03% $2.83M
STEEL DYNAMICS INC 12,200 24,867 12,667 0.03% $2.41M
ROIVANT SCIENCES LTD 128,300 152,400 24,100 0.03% $1.44M
OMNICOM GROUP INC 43,199 51,399 8,200 0.03% $382.54K
G MINING VENTURES CORP 89,899 101,261 11,362 0.03% $836.20K
API GROUP CORP 69,100 84,500 15,400 0.03% $780.17K
SYMBOTIC INC 45,400 60,700 15,300 0.02% $527.94K
MARTIN MAR MTLS 2,400 5,400 3,000 0.02% $1.68M
PALANTIR TECHNOLOGIES INC 12,499 21,499 9,000 0.02% $923.18K
SPROUTS FMRS MKT INC 32,200 37,800 5,600 0.02% $350.14K
RTX CORP 3,999 13,899 9,900 0.02% $1.95M
APOGEE THERAPEUTICS INC 17,100 30,800 13,700 0.02% $1.30M
JFROG LTD 26,123 54,200 28,077 0.02% $911.96K
UNITED THERAPEUTICS CORP DEL 2,700 4,100 1,400 0.02% $1.12M
IAMGOLD CORP 85,700 118,400 32,700 0.02% $812.31K
GENERAL MOTORS CO 19,300 27,000 7,700 0.01% $442.02K
NOVAGOLD RESOURCES INC 95,617 219,317 123,700 0.01% $1.08M
TENSTORRENT HOLDINGS, INC SER C-1 PC PP 23,737 265,937 242,200 0.01% -$61.04K
CACI INTL-A 1,100 2,100 1,000 0.01% $556.04K
SANMINA CORP 400 5,000 4,600 0.00% $588.17K
GAMES WORKSHOP GROUP CO PLC 814 1,719 905 0.00% $198.77K
DISCORD INC SER I PC PP 800 8,000 7,200 0.00% -$18.14K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 7,326,571 7,233,171 -93,400 9.40% -$104.94M
META PLATFORMS INC CL A 2,007,054 1,995,554 -11,500 8.51% -$183.12M
ALPHABET INC CL A 2,087,011 2,081,711 -5,300 4.46% -$54.62M
AMAZON.COM INC 2,828,840 2,691,840 -137,000 4.18% -$92.32M
MICROSOFT CORP 1,169,652 1,012,032 -157,620 2.79% -$191.04M
ALPHABET INC CL C 1,027,300 1,025,100 -2,200 2.19% -$28.31M
LILLY ELI and CO 278,652 278,152 -500 1.91% -$43.63M
APPLE INC 822,500 803,300 -19,200 1.52% -$19.74M
AMPHENOL CORPORATION CL A 1,383,795 1,369,895 -13,900 1.29% -$13.92M
WELLS FARGO & CO 2,118,416 2,043,316 -75,100 1.21% -$34.77M
BROADCOM INC 441,459 422,199 -19,260 0.97% -$22.11M
JPMORGAN CHASE and CO 409,361 386,261 -23,100 0.85% -$18.28M
GENERAL ELECTRIC CO 525,542 382,342 -143,200 0.81% -$53.39M
VISA INC-CLASS A 366,799 329,199 -37,600 0.74% -$29.14M
PARKER HANNIFIN CORP 111,145 107,665 -3,480 0.72% -$1.31M
ALNYLAM PHARMACEUTICALS INC 236,459 226,759 -9,700 0.56% -$19.00M
BANK OF NEW YORK MELLON CORP 588,220 551,020 -37,200 0.49% -$2.92M
MICRON TECHNOLOGY INC 278,858 182,187 -96,671 0.46% -$18.04M
CONSTELLATION ENERGY CORP 251,203 216,003 -35,200 0.45% -$28.42M
MASTERCARD INC CL A 230,300 114,000 -116,300 0.42% -$74.51M
ARGENX SE SPONSORED ADR 79,300 77,400 -1,900 0.42% -$10.17M
BANK OF AMERICA CORPORATION 1,180,735 1,066,335 -114,400 0.39% -$12.96M
EATON CORP PLC 143,061 139,361 -3,700 0.37% $4.28M
WHEATON PRECIOUS METALS CORP 385,679 378,479 -7,200 0.37% $4.34M
SHOPIFY INC CL A 427,268 411,668 -15,600 0.36% -$19.95M
TRANE TECHNOLOGIES PLC 148,296 114,896 -33,400 0.36% -$9.84M
CADENCE DESIGN SYSTEMS INC 177,975 164,475 -13,500 0.34% -$9.93M
O'REILLY AUTOMOTIVE INC 500,560 477,960 -22,600 0.33% -$1.54M
WESTINGHOUSE AIR BRAKE TECH CORP 172,836 169,936 -2,900 0.32% $5.58M
MORGAN STANLEY 239,299 220,799 -18,500 0.27% -$6.15M
BOSTON SCIENTIFIC CORP 1,179,629 543,729 -635,900 0.25% -$78.36M
AMERICAN EXPRESS CO 161,958 106,048 -55,910 0.24% -$27.84M
MARVELL TECHNOLOGY INC 478,000 300,500 -177,500 0.22% -$10.86M
GOLDMAN SACHS GROUP INC 39,799 34,199 -5,600 0.22% -$6.05M
SK HYNIX INC 53,996 48,826 -5,170 0.21% $3.76M
NRG ENERGY INC 179,739 178,112 -1,627 0.19% -$2.59M
BOEING CO/THE 134,100 130,400 -3,700 0.19% -$3.16M
INTUITIVE SURGICAL INC 69,590 55,290 -14,300 0.19% -$13.92M
AIRBNB INC CLASS A 248,599 195,499 -53,100 0.18% -$9.05M
PULTEGROUP INC 209,231 203,231 -6,000 0.18% -$632.43K
SPOTIFY TECHNOLOGY SA 72,887 49,005 -23,882 0.18% -$18.56M
ASTRAZENECA PLC 130,200 121,050 -9,150 0.18% -$341.87K
VISTRA CORP 233,726 153,526 -80,200 0.17% -$14.63M
ROLLS-ROYCE HOLDINGS PLC 1,609,226 1,469,626 -139,600 0.17% -$2.56M
BYD COMPANY LTD H 1,596,899 1,569,800 -27,099 0.16% $1.95M
FAIRFAX FINL HLDGS LTD SUB VTG 15,949 12,349 -3,600 0.16% -$9.35M
ARTHUR J GALLAGHAR AND CO 187,549 92,174 -95,375 0.15% -$28.57M
CAMECO CORP 310,829 183,329 -127,500 0.15% -$8.53M
HITACHI LTD 1,336,929 669,029 -667,900 0.15% -$22.21M
TECNOGLASS INC 401,374 392,674 -8,700 0.13% -$2.70M
VERTEX PHARMACEUTICALS INC 43,749 39,149 -4,600 0.13% -$2.35M
ROYAL BANK OF CANADA 104,599 104,499 -100 0.13% -$938.94K
SCHWAB CHARLES CORP 278,579 161,279 -117,300 0.11% -$12.68M
TESLA INC 40,349 39,349 -1,000 0.11% -$3.52M
THERMO FISHER SCIENTIFIC INC 83,900 29,500 -54,400 0.11% -$34.12M
ABBVIE INC 70,399 63,999 -6,400 0.10% -$2.17M
BEONE MEDICINES LTD ADR 50,349 45,749 -4,600 0.10% -$1.71M
RYANAIR HOLDINGS PLC SPON ADR 243,129 233,522 -9,607 0.10% -$4.05M
INTERACTIVE BROKERS GROUP INC 205,799 187,999 -17,800 0.09% -$625.84K
WALMART INC 106,599 100,699 -5,900 0.09% $638.68K
TEMPUR SEALY INTERNATIONAL INC 168,909 157,051 -11,858 0.09% -$3.47M
ECHOSTAR CORP CL A 113,300 98,416 -14,884 0.09% -$794.15K
PROGRESSIVE CORP OHIO 66,199 56,499 -9,700 0.08% -$3.87M
BRUNELLO CUCINEL 279,800 124,100 -155,700 0.08% -$21.52M
CVS HEALTH CORP 155,317 150,517 -4,800 0.08% -$1.52M
INTACT FINL CORP 80,336 58,636 -21,700 0.08% -$6.10M
CLOUDFLARE INC-A 56,149 51,049 -5,100 0.08% -$536.32K
NXP SEMICONDUCTORS NV 52,529 52,129 -400 0.08% -$1.14M
PALO ALTO NETWORKS INC 74,140 61,491 -12,649 0.07% -$3.80M
CAPITAL ONE FINANCIAL CORP 123,057 50,257 -72,800 0.07% -$20.66M
COUPANG INC A 574,462 425,862 -148,600 0.06% -$5.51M
AXON ENTERPRISE INC 20,963 18,663 -2,300 0.06% -$3.98M
STRYKER CORP 31,380 21,780 -9,600 0.05% -$3.87M
PENUMBRA INC 30,897 20,897 -10,000 0.05% -$2.74M
MOODYS CORP 61,723 15,723 -46,000 0.05% -$24.67M
BETA TECHNOLOGIES INC SER C 6% PC PP 465,248 465,243 -5 0.05% -$6.29M
APOLLO GLOBAL MANAGEMENT INC 226,300 61,000 -165,300 0.05% -$25.96M
CBRE GROUP INC - CL A 131,700 49,200 -82,500 0.05% -$14.51M
BANCO SANTANDER SA 676,012 559,412 -116,600 0.05% -$1.69M
CAVA GROUP INC 74,887 72,487 -2,400 0.04% $1.47M
SNOWFLAKE INC CL A 81,449 36,949 -44,500 0.04% -$12.29M
DEERE & CO 18,890 9,390 -9,500 0.04% -$3.51M
CYTOKINETICS INC 81,100 76,900 -4,200 0.04% -$84.62K
REDDIT INC-A 63,630 36,230 -27,400 0.04% -$9.75M
WALT DISNEY CO/T 123,920 50,471 -73,449 0.04% -$9.23M
TORONTO-DOMINION BANK 59,399 51,999 -7,400 0.04% -$741.85K
ON HOLDING AG 187,200 137,500 -49,700 0.03% -$4.02M
DR HORTON INC 98,713 33,913 -64,800 0.03% -$9.56M
DRAFTKINGS INC 1,333,538 214,200 -1,119,338 0.03% -$41.32M
WARNER BROS DISCOVERY INC 264,499 166,799 -97,700 0.03% -$3.04M
ZOOM VIDEO COMMUNICATIONS INC CL A 176,001 51,001 -125,000 0.03% -$11.09M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 230,158 47,699 -182,459 0.03% -$18.62M
FLUTTER ENTERTAINMENT PLC 44,998 39,698 -5,300 0.03% -$5.63M
ARM HOLDINGS LTD 38,604 26,304 -12,300 0.03% -$240.53K
ESSILORLUXOTTICA 22,138 16,838 -5,300 0.03% -$3.10M
ESTEE LAUDER COS INC CL A 58,500 53,600 -4,900 0.03% -$2.28M
LIFESTANCE HEALTH GROUP INC 618,500 598,600 -19,900 0.03% -$541.16K
ZOMATO LTD 1,870,500 1,524,500 -346,000 0.03% -$1.98M
CARNIVAL CORP 271,399 138,499 -132,900 0.03% -$4.70M
ROPER TECHNOLOGIES INC 15,400 9,100 -6,300 0.02% -$3.63M
MERCADOLIBRE INC 4,480 1,831 -2,649 0.02% -$5.86M
MP MATERIALS CORP 67,575 65,075 -2,500 0.02% -$273.37K
DESCARTES SYS 42,200 40,600 -1,600 0.02% -$793.92K
MIRION TECHNOLOGIES INC-A 472,896 145,900 -326,996 0.02% -$8.36M
DOORDASH INC-A 22,249 16,200 -6,049 0.02% -$2.61M
DUOLINGO INC 70,108 24,300 -45,808 0.02% -$9.91M
AMERICAN FINL GROUP INC OHIO 43,000 15,600 -27,400 0.01% -$3.88M
SIEMENS ENERGY AG 28,399 11,099 -17,300 0.01% -$2.07M
SNAP INC - A 429,300 412,600 -16,700 0.01% -$1.57M
URBAN OUTFITTERS 51,108 29,508 -21,600 0.01% -$1.98M
UNIVERSAL MUSIC GROUP NV 187,619 95,319 -92,300 0.01% -$3.04M
CRH PLC 16,000 14,700 -1,300 0.01% -$451.54K
INSULET CORP 25,000 6,999 -18,001 0.01% -$5.64M
EDWARDS LIFESCIENCES CORP 15,600 14,800 -800 0.01% -$144.72K
FERGUSON ENTERPRISES INC 7,700 4,600 -3,100 0.01% -$641.26K
FORTINET INC 29,845 12,845 -17,000 0.01% -$1.32M
DUTCH BROS INC-A 52,799 15,799 -37,000 0.01% -$2.43M
DOLLARAMA INC 15,649 5,449 -10,200 0.00% -$1.67M
CINTAS CORP 14,227 3,427 -10,800 0.00% -$2.10M
MERCK & CO 9,549 3,949 -5,600 0.00% -$530.10K
TENCENT HOLDINGS LTD 46,299 7,099 -39,200 0.00% -$3.11M
NATERA INC 2,700 2,200 -500 0.00% -$178.56K
VEEVA SYSTEMS-A 25,272 2,100 -23,172 0.00% -$5.27M
RELATIVITY SPACE INC WT P/P 2,969 2,968 -1 0.00% -$2
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BERKSHIRE HATHAWAY INC CL A 502 502 0 2.69% -$18.40M
OPENAI GROUP PBC A PP 42,803 42,803 0 0.22% $9.00M
ZIPLINE INTERNATIONAL INC SER H PC PP 371,331 371,331 0 0.16% -$372
CIENA CORP 43,900 43,900 0 0.13% $6.78M
IVANHOE MINES LTD 1,424,890 1,424,890 0 0.09% -$4.03M
IMPERIAL OIL LTD 90,700 90,700 0 0.09% $4.04M
FANATICS HOLDINGS INC CLASS A PP 139,938 139,938 0 0.09% $524.77K
TEVA PHARMACEUTICAL IND ADR 370,911 370,911 0 0.08% -$404.29K
STRIPE INC SER I PC PP 166,275 166,275 0 0.08% $3.59M
BYTEDANCE LTD SER E-1 PC PP 37,932 37,932 0 0.08% $1.17M
BANCORP INC/THE 154,666 154,666 0 0.06% -$2.13M
ADVANTEST CORP 59,279 59,279 0 0.06% $685.19K
CAMTEK LTD 53,400 53,400 0 0.06% $2.42M
FSOIFD VETERINARY Holdings LLC 80,233 80,233 0 0.06% $1.51M
RALPH LAUREN CORP 21,406 21,406 0 0.05% -$205.93K
MITSUBISHI HEAVY INDS LTD 266,549 266,549 0 0.05% $816.76K
ARTIVION INC 177,100 177,100 0 0.05% -$1.59M
VITA COCO CO INC/THE 130,000 130,000 0 0.05% -$663.00K
ASM INTL NV 8,100 8,100 0 0.05% $1.21M
OURA HEALTH OY SER E PC PP 91,659 91,659 0 0.04% $501.37K
FAST RETAILING CO LTD 13,249 13,249 0 0.04% $418.64K
ALAMOS GOLD INC A 113,538 113,538 0 0.04% $667.12K
DATABRICKS INC SER L PC PP 28,600 28,600 0 0.04% -$712.14K
ASICS CORP 173,199 173,199 0 0.03% $504.52K
FSOIFD TC HOLDINGS LLC 7,549 7,549 0 0.03% -$1.78M
REDDIT INC SERIES F PC PP 32,888 32,888 0 0.03% -$3.13M
STARLING GROUP HOLDINGS LIMITED 1,611,012 1,611,012 0 0.03% -$1.21M
TSMC 72,000 72,000 0 0.03% $623.03K
CIRCLE INTERNET GROUP INC A 41,318 41,318 0 0.03% $665.63K
ITAU UNIBANCO HLDG SA SPON ADR 454,074 454,074 0 0.03% $553.97K
HERC HOLDINGS INC 38,100 38,100 0 0.03% -$1.86M
NURO INC/CA SER E PC PP 304,126 304,126 0 0.03% -$232.24K
UL SOLUTIONS INC CL A 38,249 38,249 0 0.02% $262.01K
EPIC GAMES INC PP 7,100 7,100 0 0.02% -$1.44M
TANIUM CL B PP 408,212 408,212 0 0.02% -$191.86K
APPLIED INTUITION INC SER B-2 PC PP 33,265 33,265 0 0.02% -$616.73K
FSOIFDA FHUS HOLDINGS LLC PP 592 592 0 0.02% -$84.12K
MOLOCO INC SERIES A PC PP 35,442 35,442 0 0.02% -$171.54K
MAX HEALTHCARE I 199,800 199,800 0 0.02% -$242.80K
BITMINE IMMERSION TECHNOLOGIES INC 94,700 94,700 0 0.01% -$697.94K
DASSAULT AVIATION SA 4,733 4,733 0 0.01% $238.70K
QXO INC 86,149 86,149 0 0.01% $11.20K
IMMUNOVANT INC 65,764 65,764 0 0.01% -$38.14K
CELLDEX THERAPEUTICS INC 49,900 49,900 0 0.01% $227.54K
CATERPILLAR INC 2,200 2,200 0 0.01% $298.30K
WATERBRIDGE IN-A 56,000 56,000 0 0.01% $379.68K
ITOCHU CORP 116,245 116,245 0 0.01% $13.02K
CARIS LIFE SCIENCES INC 76,716 76,716 0 0.01% -$698.12K
BETA TECHNOLOGIES INC 76,200 76,200 0 0.01% -$1.03M
SOMATUS INC SER E PC PP 842 842 0 0.01% $0
GUIDEWIRE SOFTWARE INC 6,200 6,200 0 0.01% -$318.99K
BCO BTG PAC-UNIT 80,465 80,465 0 0.01% $102.33K
ANDURIL INDUSTRIES INC SER G PC PP 13,600 13,600 0 0.01% $245.89K
KIA CORP 8,100 8,100 0 0.01% $127.88K
IMMUNOME INC 34,800 34,800 0 0.01% $13.57K
KARDIGAN, INC SER B PC PP 34,468 34,468 0 0.01% -$345
SUMITOMO MITSUI FINL GROUP INC 22,200 22,200 0 0.01% $15.96K
LYRA HEALTH INC SERIES F PC PP 83,899 83,899 0 0.01% -$99.84K
PAN PACIFIC INTERNATIONAL HOLDINGS LTD 109,995 109,995 0 0.00% $15.77K
BENDING SPOONS SPA CLASS C PP 9,800 9,800 0 0.00% -$206.47K
JAZZ PHARMA PLC 3,500 3,500 0 0.00% $66.68K
TD SYNNEX CORP 3,900 3,900 0 0.00% $72.07K
BRAMBLES LTD 40,520 40,520 0 0.00% $15.07K
STANDARDAERO INC 24,200 24,200 0 0.00% -$68.97K
PTC THERAPEUTICS INC 9,100 9,100 0 0.00% -$71.25K
ALLIANZ SE (REGD) 1,349 1,349 0 0.00% -$54.04K
RESMED INC 2,300 2,300 0 0.00% -$37.70K
PRAIRIESKY ROYALTY LTD 22,040 22,040 0 0.00% $76.12K
LEGENCE CORP-A 9,000 9,000 0 0.00% $120.78K
ELEMENT LABS LTD SER B PC PP 50,400 50,400 0 0.00% $36.29K
ECOLAB INC 1,547 1,547 0 0.00% $5.41K
ASAC II LP UNIT PP 2,013,117 2,013,117 0 0.00% $0
ELEVATEBIO LLC SER C PC PP 194,500 194,500 0 0.00% -$13.62K
BULLISH 8,700 8,700 0 0.00% -$18.62K
GOBRANDS INC SER H PC PP 7,310 7,310 0 0.00% -$143.77K
ELF BEAUTY INC 4,400 4,400 0 0.00% -$67.89K
NEWAMSTERDAM PHARMA COMPANY NV 7,200 7,200 0 0.00% -$22.10K
FERMI INC 38,800 38,800 0 0.00% -$83.81K
Accelerant Holdings, Class A 16,400 16,400 0 0.00% -$49.04K
LOAR HOLDINGS INC 3,819 3,819 0 0.00% -$40.90K
ALCON INC 2,901 2,901 0 0.00% -$10.04K
VIA TRANSPORTATION INC 13,040 13,040 0 0.00% -$182.69K
BLACK ROCK COFFEE BAR INC 9,100 9,100 0 0.00% -$84.90K
LENSKART SOLUTIONS LTD 144A (3 MONTH LOCKUP) 13,512 13,512 0 0.00% $5.47K
DICKS SPORTING GOODS INC 200 200 0 0.00% $64
MEESHO LIMITED 16,610 16,610 0 0.00% -$7.93K
BLU INVESTMENTS LLC PP 21,093,998 21,093,998 0 0.00% $0
RAD POWER BIKES INC WT 10/06/2033 PP 668,804 668,804 0 0.00% -$151
CLEAN TEQ WATER PTY LTD 1,326 1,326 0 0.00% $5
Magic Leap Inc 387,439 387,439 0 0.00% $0

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