VIP Contrafund Portfolio
Variable Insurance Products Fund II

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
INGERSOLL RAND INC 0 778,900 778,900 0.23% $62.41M
James Hardie Industries Public Limited Company 0 2,684,400 2,684,400 0.19% $50.84M
CHEVRON CORP 0 216,100 216,100 0.17% $44.71M
CONOCOPHILLIPS 0 328,900 328,900 0.16% $43.41M
MAPLEBEAR INC 0 852,200 852,200 0.12% $31.92M
GSK plc SPONSORED ADR 0 577,300 577,300 0.12% $31.86M
CANVA INC SER A PC PERP PP 0 18,718 18,718 0.09% $25.21M
RUBRIK INC-A 0 439,700 439,700 0.08% $21.53M
COMPASS INC - A 0 2,847,100 2,847,100 0.08% $20.81M
OLD DOMINION FRT 0 81,200 81,200 0.06% $15.87M
PHILLIPS 66 0 84,900 84,900 0.06% $15.47M
VAXCYTE INC 0 252,000 252,000 0.05% $14.64M
MODERNA INC 0 252,700 252,700 0.05% $12.84M
FORGENT POWER SOLUTIONS INC 0 394,000 394,000 0.04% $11.53M
GSK PLC 0 396,600 396,600 0.04% $10.92M
WORLD LABS SER C PC PP 0 31,791 31,791 0.04% $10.33M
MBX BIOSCIENCES INC 0 286,900 286,900 0.03% $8.56M
ASML Holding NV 0 6,200 6,200 0.03% $8.24M
SUNCOR ENERGY INC 0 124,200 124,200 0.03% $8.21M
IRHYTHM TECHNOLOGIES INC 0 67,500 67,500 0.03% $7.97M
FEDEX CORP 0 20,700 20,700 0.03% $7.37M
XENON PHARMACEUTICALS INC 0 124,200 124,200 0.03% $7.22M
ROCHE HOLDING AG 0 15,790 15,790 0.02% $6.30M
NOKIA OYJ 0 750,300 750,300 0.02% $6.02M
OSI SYSTEMS INC 0 20,600 20,600 0.02% $5.47M
BIOGEN INC 0 29,800 29,800 0.02% $5.46M
DISCO CORP 0 13,000 13,000 0.02% $5.30M
CENOVUS ENERGY INC 0 185,500 185,500 0.02% $4.92M
FIRST QUANTUM 0 202,000 202,000 0.02% $4.83M
SITIME CORP 0 13,698 13,698 0.02% $4.73M
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC 0 92,000 92,000 0.02% $4.43M
PETROLEO BRASILEIRO SPONS ADR 0 213,200 213,200 0.02% $4.42M
PACCAR INC 0 35,600 35,600 0.02% $4.11M
YUM! BRANDS INC 0 25,600 25,600 0.01% $3.98M
COMFORT SYSTEMS USA INC 0 2,700 2,700 0.01% $3.72M
GPGI INC 0 201,522 201,522 0.01% $3.45M
PATHWARD FINANCIAL INC 0 37,400 37,400 0.01% $3.34M
PRAXIS PRECISION MEDICINES INC 0 9,642 9,642 0.01% $3.11M
CF INDUSTRIES HOLDINGS INC 0 23,500 23,500 0.01% $3.05M
GALECTO INC 0 105,500 105,500 0.01% $2.73M
L3HARRIS TECHNOLOGIES INC 0 7,700 7,700 0.01% $2.66M
AMGEN INC 0 7,400 7,400 0.01% $2.60M
GLOBUS MEDICAL INC 0 30,100 30,100 0.01% $2.59M
BLOOM ENERGY CORP CL A 0 19,000 19,000 0.01% $2.57M
SAMSUNG ELECTRONICS CO LTD 0 21,160 21,160 0.01% $2.52M
NEWMONT CORP 0 22,300 22,300 0.01% $2.41M
LUNDIN MINING CORP 0 96,700 96,700 0.01% $2.41M
CLEAN HARBORS INC 0 5,800 5,800 0.01% $1.66M
MADRIGAL PHARMACEUTICALS INC 0 3,000 3,000 0.01% $1.57M
NVENT ELECTRIC PLC 0 12,700 12,700 0.01% $1.50M
ERICSSON (LM) TELE CO CL B 0 130,000 130,000 0.01% $1.48M
KEYSIGHT TECHNOLOGIES INC 0 4,800 4,800 0.01% $1.36M
PROLOGIS INC REIT 0 10,200 10,200 0.01% $1.35M
DECKERS OUTDOOR CORP 0 13,400 13,400 0.01% $1.34M
ACCENTURE PLC CL A 0 6,600 6,600 0.00% $1.31M
CISCO SYSTEMS INC 0 16,500 16,500 0.00% $1.28M
ONCE UPON A FARM 0 78,000 78,000 0.00% $1.28M
TERADYNE INC 0 4,300 4,300 0.00% $1.27M
TOYOTA MOTOR CORP 0 57,900 57,900 0.00% $1.20M
ASSA ABLOY AB SER B 0 32,200 32,200 0.00% $1.16M
VAST DATA LTD SER E PC PP 0 17,982 17,982 0.00% $1.06M
MIRUM PHARMACEUTICALS INC 0 8,500 8,500 0.00% $785.23K
SIMPSON MFG 0 3,700 3,700 0.00% $634.99K
GLAUKOS CORP 0 5,800 5,800 0.00% $624.43K
YORK SPACE SYSTE 0 14,200 14,200 0.00% $314.81K
BOB'S DISCOUNT F 0 16,400 16,400 0.00% $192.70K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
KILROY REALTY CORP 2,196,500 0 -2,196,500 0.00% -$82.08M
SOUTHWEST GAS HOLDINGS INC 683,665 0 -683,665 0.00% -$54.71M
X.AI HOLDINGS CORP SER E PC PP 547,714 0 -547,714 0.00% -$41.33M
CANVA INC SER A PC PERP PP 18,718 0 -18,718 0.00% -$30.81M
TRANSDIGM GROUP INC 19,100 0 -19,100 0.00% -$25.40M
CYBER-ARK SOFTWARE LTD 50,374 0 -50,374 0.00% -$22.47M
UBS GROUP AG 439,802 0 -439,802 0.00% -$20.52M
THE BOOKING HOLDINGS INC 3,186 0 -3,186 0.00% -$17.06M
T-MOBILE US INC 76,469 0 -76,469 0.00% -$15.53M
ZSCALER INC 47,632 0 -47,632 0.00% -$10.71M
SYNCHRONY FINANCIAL 122,500 0 -122,500 0.00% -$10.22M
UBER TECHNOLOGIES INC 120,460 0 -120,460 0.00% -$9.84M
NATWEST GROUP PLC 1,113,969 0 -1,113,969 0.00% -$9.77M
BROOKFIELD ASSET MANAGEMENT LTD A 185,126 0 -185,126 0.00% -$9.70M
APPLOVIN CORP 13,975 0 -13,975 0.00% -$9.42M
DATADOG INC CL A 68,700 0 -68,700 0.00% -$9.34M
MONGODB INC CL A 18,600 0 -18,600 0.00% -$7.81M
ANTERO RESOURCES 205,057 0 -205,057 0.00% -$7.07M
ROYAL CARIBBEAN CRUISES LTD 24,132 0 -24,132 0.00% -$6.73M
COMPOSECURE INC PIPE 324,922 0 -324,922 0.00% -$6.26M
DANONE SA 64,300 0 -64,300 0.00% -$5.80M
DANAHER CORP 25,300 0 -25,300 0.00% -$5.79M
BLUE OWL CAPITAL INC A 381,600 0 -381,600 0.00% -$5.70M
GARMIN LTD 26,066 0 -26,066 0.00% -$5.29M
OLLIES BARGAIN OUTLET HOLDINGS INC 44,894 0 -44,894 0.00% -$4.92M
PDD HOLDINGS INC ADR 42,997 0 -42,997 0.00% -$4.88M
CROWDSTRIKE HOLDINGS INC 9,911 0 -9,911 0.00% -$4.65M
COINBASE GLOBAL INC 20,389 0 -20,389 0.00% -$4.61M
EAST WEST BNCRP 38,378 0 -38,378 0.00% -$4.31M
MSCI INC 7,400 0 -7,400 0.00% -$4.25M
INTL BUS MACH CORP 13,997 0 -13,997 0.00% -$4.15M
KINROSS GOLD CORP 128,019 0 -128,019 0.00% -$3.61M
CIDARA THERAPEUTICS INC 14,800 0 -14,800 0.00% -$3.27M
BHARTI AIRTEL LIMITED 129,800 0 -129,800 0.00% -$3.04M
CH ROBINSON WORLDWIDE INC 18,900 0 -18,900 0.00% -$3.04M
DOLLAR GENERAL CORP 21,000 0 -21,000 0.00% -$2.79M
SUMMIT THERAPEUTICS INC 147,795 0 -147,795 0.00% -$2.58M
RELIANCE INDUSTRIES LTD(DEMAT)DEMATERIALIZED SHS 147,300 0 -147,300 0.00% -$2.57M
SONY GROUP CORP 96,000 0 -96,000 0.00% -$2.46M
BIRKENSTOCK HOLDING LTD 56,548 0 -56,548 0.00% -$2.31M
EVOLUTION MINING LTD 257,502 0 -257,502 0.00% -$2.18M
VITAL FARMS INC 57,500 0 -57,500 0.00% -$1.84M
IVANHOE ELECTRIC INC WT 176,200 0 -176,200 0.00% -$1.59M
ASTRAZENECA PLC SPONS ADR 16,600 0 -16,600 0.00% -$1.53M
NASDAQ INC 15,584 0 -15,584 0.00% -$1.51M
BOOT BARN HOLDINGS INC 8,400 0 -8,400 0.00% -$1.48M
FUJITSU LTD 53,900 0 -53,900 0.00% -$1.48M
ROYAL GOLD INC 6,451 0 -6,451 0.00% -$1.43M
SALESFORCE INC 5,400 0 -5,400 0.00% -$1.43M
BAXTER INTL INC 74,700 0 -74,700 0.00% -$1.43M
HEICO CORP CL A 5,613 0 -5,613 0.00% -$1.42M
FUTU HOLDINGS LTD ADR 8,600 0 -8,600 0.00% -$1.41M
AMERICAN INTERNATIONAL GROUP 16,500 0 -16,500 0.00% -$1.41M
SS&C TECHNOLOGIE 16,000 0 -16,000 0.00% -$1.40M
LULULEMON ATHLETICA INC 6,700 0 -6,700 0.00% -$1.39M
BLACKROCK INC 1,300 0 -1,300 0.00% -$1.39M
ROCKET COS INC-A 70,400 0 -70,400 0.00% -$1.36M
NEC CORP 38,000 0 -38,000 0.00% -$1.29M
FLEX LTD 19,800 0 -19,800 0.00% -$1.20M
SOFI TECHNOLOGIES INC A 45,300 0 -45,300 0.00% -$1.19M
B2GOLD CORPORATION 218,049 0 -218,049 0.00% -$981.78K
DOXIMITY INC-A 20,727 0 -20,727 0.00% -$917.79K
EVERCORE INC A 2,681 0 -2,681 0.00% -$912.21K
ELBIT SYSTEMS LTD 1,300 0 -1,300 0.00% -$751.02K
LENSKART SOLUTIONS PVT LTD (90 DAY LOCKUP) 114,293 0 -114,293 0.00% -$573.23K
TRAVERE THERAPEUTICS INC 13,600 0 -13,600 0.00% -$519.66K
WUXI APPTEC CO LTD H 35,000 0 -35,000 0.00% -$443.87K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MICROSOFT CORP 2,606,000 2,753,240 147,240 3.81% -$241.15M
NETFLIX INC 4,138,040 7,468,840 3,330,800 2.69% $330.15M
SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP 404,568 483,053 78,485 2.66% $201.84M
Fidelity Cash Central Fund 327,646,416 416,124,556 88,478,140 1.56% $88.50M
TAIWAN SEMIC MFG CO LTD SP ADR 941,140 942,540 1,400 1.19% $32.53M
GILEAD SCIENCES INC 757,215 1,478,015 720,800 0.77% $113.05M
FRANCO-NEVADA CORP 756,355 757,455 1,100 0.70% $30.54M
SHELL PLC SPONS ADR 1,883,996 1,984,996 101,000 0.69% $46.17M
LAM RESEARCH CORP 460,300 748,600 288,300 0.60% $81.15M
ARISTA NETWORKS INC 916,335 1,287,844 371,509 0.59% $38.05M
EXXON MOBIL CORP 609,067 856,767 247,700 0.54% $72.06M
WELLTOWER INC 676,100 704,600 28,500 0.52% $13.82M
WESTERN DIGITAL CORP 447,500 456,200 8,700 0.46% $46.31M
HCA HEALTHCARE INC 227,622 235,522 7,900 0.42% $5.19M
DOLLAR TREE INC 951,700 1,000,100 48,400 0.41% -$7.55M
CHUBB LTD 124,800 324,006 199,206 0.39% $66.65M
TJX COS INC 580,254 605,854 25,600 0.36% $7.62M
ASML HOLDING-NY 29,500 71,700 42,200 0.35% $63.14M
THERMO FISHER SCIENTIFIC INC 87,000 188,900 101,900 0.35% $42.44M
UCB SA 148,900 297,500 148,600 0.34% $47.88M
CITIGROUP INC 738,034 750,234 12,200 0.32% -$1.04M
PHILIP MORRIS INTL INC 413,913 507,713 93,800 0.31% $17.55M
NEXTRACKER INC CL A 468,100 676,715 208,615 0.31% $40.80M
3M CO 261,177 423,877 162,700 0.23% $19.75M
SYNOPSYS INC 126,100 150,200 24,100 0.22% $319.60K
VIKING HOLDINGS LTD 445,636 795,836 350,200 0.22% $26.66M
COSTCO WHOLESALE CORP 35,374 54,874 19,500 0.20% $24.17M
HYUNDAI MOTOR CO 159,436 165,396 5,960 0.19% $18.97M
COHERENT CORP 191,700 215,933 24,233 0.19% $16.06M
FIGMA INC-CL A 303,694 2,313,994 2,010,300 0.18% $37.57M
ROBLOX CORP - A 157,697 846,997 689,300 0.18% $35.13M
MONOLITHIC POWER SYS INC 15,859 43,559 27,700 0.18% $33.25M
TRAVELERS COS IN 157,900 159,700 1,800 0.17% $780.82K
TENET HEALTHCARE CORP 236,930 242,230 5,300 0.17% -$1.37M
TOAST INC-A 1,526,551 1,681,151 154,600 0.17% -$9.64M
AGNICO EAGLE MINES LTD 208,454 214,454 6,000 0.16% $8.18M
ANTHROPIC PBC SERIES F PC PP 98,600 159,800 61,200 0.15% $27.51M
NU HOLDINGS LTD/CAYMAN ISLANDS 2,535,842 2,717,017 181,175 0.15% -$3.41M
CEREBRAS SYSTEMS INC SER G PC PP 386,200 431,200 45,000 0.14% $24.39M
ROLLS-ROYCE HOLDINGS PLC 2,406,984 2,516,784 109,800 0.14% $1.01M
TWILIO INC CLASS A 21,700 298,600 276,900 0.14% $34.48M
SAMSARA INC-CL A 1,105,162 1,177,762 72,600 0.14% -$1.85M
LUNDIN GOLD INC 463,780 481,180 17,400 0.14% -$1.75M
CAN NATURAL RES 474,900 703,000 228,100 0.13% $18.21M
CAVA GROUP INC 334,258 389,158 54,900 0.12% $11.87M
MEDLINE INC-A 536,500 691,500 155,000 0.12% $8.24M
CHENIERE ENERGY INC 70,017 105,017 35,000 0.11% $16.19M
KLA CORP 13,435 19,835 6,400 0.11% $12.88M
VALERO ENERGY CORP 49,400 118,100 68,700 0.11% $21.14M
CARPENTER TECHNOLOGY CORP 62,761 73,061 10,300 0.11% $9.04M
CORTEVA INC 262,649 337,249 74,600 0.11% $10.63M
KARMAN HOLDINGS INC 185,257 349,157 163,900 0.10% $14.39M
CELESTICA INC SUB VTG 88,700 97,900 9,200 0.10% $1.38M
CORNING INC 16,400 197,300 180,900 0.10% $25.39M
AMER SPORTS INC 626,361 804,861 178,500 0.10% $3.10M
ANALOG DEVICES INC 50,213 82,313 32,100 0.10% $12.57M
SPROUTS FMRS MKT INC 272,100 318,800 46,700 0.09% $2.91M
MARATHON PETROLEUM CORP 42,142 100,342 58,200 0.09% $17.65M
WAYMO LLC SER C-2 PC PERP PP 115,088 145,688 30,600 0.09% $13.84M
KYMERA THERAPEUTICS INC 80,800 287,200 206,400 0.09% $17.63M
ADV MICRO DEVICE 96,090 110,590 14,500 0.08% $1.92M
JFROG LTD 55,915 448,800 392,885 0.08% $17.57M
INSMED INC 81,100 111,800 30,700 0.07% $4.17M
NORTHROP GRUMMAN CORP 21,800 26,300 4,500 0.07% $5.51M
TECHNIPFMC PLC 164,482 249,382 84,900 0.06% $9.91M
STARBUCKS CORP 153,661 182,561 28,900 0.06% $3.42M
ATI INC 67,300 111,900 44,600 0.06% $8.55M
REVOLUT GROUP HOLDINGS LTD PP 5,779 11,679 5,900 0.06% $8.45M
RBC BEARINGS INC 24,273 29,073 4,800 0.06% $4.91M
Receive CONTEMPORARY A-A Pay Overnight Rate -1 159,200 256,900 97,700 0.06% $6.86M
ASTERA LABS INC 121,900 133,300 11,400 0.05% -$5.67M
ANGLOGOLD ASHANTI PLC 124,200 148,600 24,400 0.05% $3.88M
SEAGATE TECHNOLOGY HOLDINGS PLC 4,800 36,400 31,600 0.05% $12.94M
ASTRAZENECA PLC 69,400 72,200 2,800 0.05% $1.34M
MCKESSON CORP 10,500 16,000 5,500 0.05% $5.23M
GENERAL DYNAMICS CORPORATION 8,400 40,300 31,900 0.05% $11.00M
INTEL CORP 96,450 310,650 214,200 0.05% $10.15M
PALANTIR TECHNOLOGIES INC 71,711 90,411 18,700 0.05% $478.69K
BARRICK MINING CORP 284,200 312,200 28,000 0.05% $357.73K
CONSTRUCTION PARTNERS INC CL A 43,700 107,500 63,800 0.04% $7.20M
FABRINET 20,279 22,179 1,900 0.04% $2.33M
WOODWARD INC 28,949 31,749 2,800 0.04% $2.61M
JABIL INC 13,419 42,221 28,802 0.04% $8.16M
LUMENTUM HOLDINGS INC 5,300 15,900 10,600 0.04% $9.22M
JOHNSON&JOHNSON 6,800 44,200 37,400 0.04% $9.40M
APPLIED MATERIALS INC 23,000 30,900 7,900 0.04% $4.65M
VERTIV HOLDINGS CO 23,000 38,800 15,800 0.04% $6.00M
ENSIGN GROUP INC 16,000 47,700 31,700 0.04% $6.82M
ROIVANT SCIENCES LTD 280,600 329,400 48,800 0.03% $3.04M
IVANHOE ELECTRIC INC 511,198 758,898 247,700 0.03% $801.23K
OMNICOM GROUP INC 97,729 114,729 17,000 0.03% $748.62K
BETA TECHNOLOGIES INC SER C 6% PC PP 586,871 586,876 5 0.03% -$7.93M
SYMBOTIC INC 97,600 156,800 59,200 0.03% $2.53M
G MINING VENTURES CORP 203,843 228,043 24,200 0.03% $1.84M
STEEL DYNAMICS INC 26,038 44,378 18,340 0.03% $3.58M
STRUCTURE THERAPEUTICS INC ADR 144,800 161,200 16,400 0.03% -$2.30M
API GROUP CORP 154,600 187,600 33,000 0.03% $1.69M
SHARKNINJA INC 48,600 65,500 16,900 0.03% $1.50M
MARTIN MAR MTLS 5,240 11,640 6,400 0.03% $3.59M
PEPSICO INC 27,900 43,500 15,600 0.03% $2.75M
GILDAN ACTIVEWEAR INC 52,600 117,700 65,100 0.02% $3.27M
FTAI AVIATION LTD 22,615 26,415 3,800 0.02% $2.02M
RTX CORP 11,000 31,100 20,100 0.02% $3.98M
GENERAL MOTORS CO 62,210 78,810 16,600 0.02% $812.43K
DAIFUKU CO LTD 90,100 162,300 72,200 0.02% $2.90M
APOGEE THERAPEUTICS INC 36,700 63,800 27,100 0.02% $2.60M
UNITED THERAPEUTICS CORP DEL 6,000 9,000 3,000 0.02% $2.41M
NUVALENT INC-A 23,500 51,400 27,900 0.02% $2.90M
IAMGOLD CORP 194,100 263,900 69,800 0.02% $1.76M
ARITZIA INC-SUB 50,700 59,400 8,700 0.02% $512.57K
TENSTORRENT HOLDINGS, INC SER C-1 PC PP 62,943 966,343 903,400 0.02% $98.16K
ROCKET LAB CORP 45,944 63,044 17,100 0.02% $843.63K
WYNN RESORTS LTD 11,000 38,300 27,300 0.01% $2.57M
CACI INTL-A 2,300 4,400 2,100 0.01% $1.17M
SANMINA CORP 527 10,427 9,900 0.01% $1.27M
LENSKART SOLUTIONS LTD 144A (3 MONTH LOCKUP) 116,440 230,733 114,293 0.00% $666.59K
GAMES WORKSHOP GROUP CO PLC 2,903 4,725 1,822 0.00% $376.62K
DISCORD INC SER I PC PP 2,500 25,000 22,500 0.00% -$56.70K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 15,588,882 15,425,582 -163,300 10.06% -$217.10M
META PLATFORMS INC CL A 3,724,902 3,690,302 -34,600 7.90% -$347.44M
ALPHABET INC CL C 4,739,340 4,698,740 -40,600 5.04% -$139.32M
AMAZON.COM INC 6,165,240 5,948,340 -216,900 4.63% -$184.20M
LILLY ELI and CO 669,853 548,253 -121,600 1.89% -$215.61M
APPLE INC 2,022,900 1,780,400 -242,500 1.69% -$98.10M
AMPHENOL CORPORATION CL A 3,270,942 3,226,842 -44,100 1.52% -$34.32M
GE VERNOVA LLC 457,219 414,819 -42,400 1.35% $63.27M
GENERAL ELECTRIC CO 1,582,015 1,231,015 -351,000 1.31% -$137.98M
WELLS FARGO & CO 4,546,076 4,214,176 -331,900 1.25% -$88.20M
BROADCOM INC 1,053,700 977,354 -76,346 1.13% -$62.18M
JPMORGAN CHASE and CO 1,031,116 979,816 -51,300 1.08% -$44.02M
MASTERCARD INC CL A 614,949 509,649 -105,300 0.95% -$96.41M
Fidelity Securities Lending Cash Central Fund 227,419,348 213,174,833 -14,244,515 0.80% -$14.25M
COCA-COLA CO/THE 3,337,900 2,603,300 -734,600 0.74% -$35.37M
VISA INC-CLASS A 693,480 614,180 -79,300 0.69% -$57.58M
BANK OF NEW YORK MELLON CORP 1,877,884 1,507,084 -370,800 0.67% -$39.22M
BOEING CO/THE 886,396 879,596 -6,800 0.65% -$17.39M
PARKER HANNIFIN CORP 271,500 190,860 -80,640 0.64% -$67.77M
ENTERGY CORP 1,507,400 1,480,600 -26,800 0.62% $27.03M
HOME DEPOT INC 502,200 492,900 -9,300 0.61% -$10.70M
SK HYNIX INC 279,443 223,933 -55,510 0.48% $2.86M
SHOPIFY INC CL A 1,102,831 1,041,431 -61,400 0.46% -$54.00M
IMPERIAL OIL LTD 943,300 943,100 -200 0.46% $42.03M
GFL ENVIRONM-SUB 2,996,885 2,956,485 -40,400 0.46% -$5.38M
EMCOR GROUP INC 170,050 166,050 -4,000 0.46% $18.56M
BOSTON SCIENTIFIC CORP 2,651,147 1,925,608 -725,539 0.45% -$131.95M
ARGENX SE SPONSORED ADR 176,580 165,180 -11,400 0.45% -$27.87M
CASEY'S GENERAL 158,217 157,217 -1,000 0.43% $26.98M
WESTINGHOUSE AIR BRAKE TECH CORP 630,975 436,075 -194,900 0.41% -$25.70M
AUTODESK INC 443,800 435,600 -8,200 0.39% -$27.09M
ALNYLAM PHARMACEUTICALS INC 441,586 308,886 -132,700 0.38% -$73.40M
LIVE NATION ENTERTAINMENT INC 676,500 664,000 -12,500 0.38% $4.87M
MARVELL TECHNOLOGY INC 1,106,300 1,019,000 -87,300 0.38% $6.92M
INTUITIVE SURGICAL INC 228,801 209,401 -19,400 0.36% -$33.05M
CVS HEALTH CORP 1,295,200 1,253,900 -41,300 0.34% -$12.73M
PALO ALTO NETWORKS INC 581,281 552,700 -28,581 0.33% -$18.46M
HILTON WORLDWIDE HOLDINGS INC 284,800 281,000 -3,800 0.32% $3.64M
CONSTELLATION ENERGY CORP 392,555 304,055 -88,500 0.32% -$53.77M
MORGAN STANLEY 533,287 496,787 -36,500 0.31% -$12.92M
KEURIG DR PEPPER INC 3,030,800 2,974,600 -56,200 0.29% -$6.57M
AMERICAN EXPRESS CO 585,330 254,730 -330,600 0.29% -$139.49M
HOWMET AEROSPACE INC 327,300 321,000 -6,300 0.28% $6.87M
TESLA INC 189,194 182,994 -6,200 0.25% -$17.06M
ALLISON TRANSMISSION HLDGS INC 589,100 578,200 -10,900 0.25% $10.01M
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 353,500 289,800 -63,700 0.24% $3.81M
CBRE GROUP INC - CL A 532,900 472,800 -60,100 0.24% -$21.64M
MOODYS CORP 226,112 139,912 -86,200 0.23% -$54.47M
STRYKER CORP 194,233 182,533 -11,700 0.22% -$8.29M
CBOE GLOBAL MARKETS INC 398,500 208,000 -190,500 0.22% -$41.56M
ORLA MINING LTD 3,582,067 3,564,567 -17,500 0.21% $9.14M
APOLLO GLOBAL MANAGEMENT INC 599,738 502,338 -97,400 0.21% -$30.85M
MICRON TECHNOLOGY INC 695,877 164,877 -531,000 0.21% -$142.91M
ROYAL BANK OF CANADA 318,839 318,539 -300 0.19% -$2.86M
ECHOSTAR CORP CL A 450,300 414,400 -35,900 0.18% -$433.80K
WALT DISNEY CO/T 1,004,984 497,500 -507,484 0.18% -$66.39M
CONSTELLATION SOFTWARE INC 28,481 26,300 -2,181 0.17% -$22.34M
TECNOGLASS INC 1,030,780 1,008,580 -22,200 0.17% -$6.94M
AXON ENTERPRISE INC 106,605 100,605 -6,000 0.16% -$17.82M
PENUMBRA INC 214,865 128,365 -86,500 0.16% -$24.65M
FLUTTER ENTERTAINMENT PLC 444,600 399,900 -44,700 0.15% -$54.84M
AIRBNB INC CLASS A 396,724 319,524 -77,200 0.15% -$13.49M
BANK OF AMERICA CORPORATION 1,095,347 794,647 -300,700 0.14% -$21.51M
TRANE TECHNOLOGIES PLC 130,920 92,320 -38,600 0.14% -$12.48M
LIFESTANCE HEALTH GROUP INC 6,106,500 5,942,400 -164,100 0.14% -$5.14M
EATON CORP PLC 128,076 104,676 -23,400 0.14% -$3.35M
CADENCE DESIGN SYSTEMS INC 169,921 131,621 -38,300 0.14% -$16.54M
DRAFTKINGS INC 2,503,317 1,690,000 -813,317 0.14% -$49.73M
ZOOM VIDEO COMMUNICATIONS INC CL A 1,203,378 431,678 -771,700 0.13% -$69.14M
NRG ENERGY INC 253,300 224,180 -29,120 0.12% -$7.57M
O'REILLY AUTOMOTIVE INC 418,400 340,100 -78,300 0.12% -$6.77M
ROPER TECHNOLOGIES INC 137,300 85,300 -52,000 0.11% -$30.93M
GOLDMAN SACHS GROUP INC 44,062 35,562 -8,500 0.11% -$8.65M
WHEATON PRECIOUS METALS CORP 281,700 228,200 -53,500 0.11% -$3.16M
QUANTA SVCS INC 55,400 53,100 -2,300 0.11% $5.77M
SNOWFLAKE INC CL A 279,413 188,013 -91,400 0.11% -$32.94M
MERCADOLIBRE INC 18,873 16,200 -2,673 0.10% -$10.01M
VEEVA SYSTEMS-A 287,418 154,700 -132,718 0.10% -$36.99M
CAPITAL ONE FINANCIAL CORP 298,603 148,903 -149,700 0.10% -$45.21M
MP MATERIALS CORP 569,465 552,165 -17,300 0.10% -$2.12M
INTACT FINL CORP 190,866 145,866 -45,000 0.10% -$13.30M
VISTRA CORP 303,884 164,584 -139,300 0.09% -$24.28M
CLOUDFLARE INC-A 127,949 116,149 -11,800 0.09% -$1.26M
BEONE MEDICINES LTD ADR 85,953 76,653 -9,300 0.09% -$3.35M
MIRION TECHNOLOGIES INC-A 1,383,984 1,197,675 -186,309 0.08% -$10.15M
AMERICAN FINL GROUP INC OHIO 398,400 172,600 -225,800 0.08% -$32.41M
WALMART INC 182,862 170,162 -12,700 0.08% $775.08K
DEERE & CO 129,664 36,664 -93,000 0.08% -$39.71M
DOORDASH INC-A 151,256 137,000 -14,256 0.08% -$13.69M
REDDIT INC-A 208,936 152,736 -56,200 0.08% -$27.46M
REGENERON PHARMACEUTICALS INC 38,491 25,591 -12,900 0.07% -$9.94M
COUPANG INC A 1,347,203 1,040,603 -306,600 0.07% -$12.13M
DELL TECHNOLOGIES INC CL C 119,949 116,649 -3,300 0.07% $4.05M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 430,427 215,405 -215,022 0.07% -$24.09M
SCHWAB CHARLES CORP 349,000 194,700 -154,300 0.07% -$16.57M
ABBVIE INC 103,298 83,898 -19,400 0.07% -$5.36M
IVANHOE MINES LTD 2,144,538 2,108,338 -36,200 0.07% -$6.37M
RALPH LAUREN CORP 56,218 52,218 -4,000 0.07% -$1.92M
AMERICAN ELECTRIC POWER CO INC 135,458 133,358 -2,100 0.07% $1.86M
DUOLINGO INC 200,093 168,900 -31,193 0.06% -$18.47M
HITACHI LTD 953,600 546,400 -407,200 0.06% -$13.81M
CAMECO CORP 219,254 135,154 -84,100 0.05% -$5.38M
BANCO SANTANDER SA 1,522,715 1,280,415 -242,300 0.05% -$3.57M
RYANAIR HOLDINGS PLC SPON ADR 291,733 245,806 -45,927 0.05% -$6.85M
MERCK & CO 118,578 106,978 -11,600 0.05% $386.86K
TORONTO-DOMINION BANK 132,517 118,417 -14,100 0.04% -$1.43M
PROGRESSIVE CORP OHIO 81,075 54,075 -27,000 0.04% -$7.74M
BYD COMPANY LTD H 964,800 765,323 -199,477 0.04% -$1.33M
ARM HOLDINGS LTD 87,967 63,067 -24,900 0.04% -$74.90K
INTERACTIVE BROKERS GROUP INC 167,900 140,769 -27,131 0.04% -$1.36M
ARTHUR J GALLAGHAR AND CO 357,690 43,190 -314,500 0.03% -$83.21M
CARNIVAL CORP 620,446 354,046 -266,400 0.03% -$9.79M
ESSILORLUXOTTICA 49,606 38,706 -10,900 0.03% -$6.71M
ON HOLDING AG 362,735 261,235 -101,500 0.03% -$7.97M
PULTEGROUP INC 773,446 73,900 -699,546 0.03% -$82.00M
WARNER BROS DISCOVERY INC 515,669 313,969 -201,700 0.03% -$6.24M
ESTEE LAUDER COS INC CL A 127,600 119,400 -8,200 0.03% -$4.79M
FAIRFAX FINL HLDGS LTD SUB VTG 11,946 4,946 -7,000 0.03% -$14.34M
SPOTIFY TECHNOLOGY SA 39,600 17,357 -22,243 0.03% -$14.58M
UNIVERSAL MUSIC GROUP NV 605,994 387,796 -218,198 0.03% -$8.27M
VERTEX PHARMACEUTICALS INC 91,001 13,501 -77,500 0.02% -$35.23M
RHEINMETALL AG 3,700 3,500 -200 0.02% -$883.85K
TEMPUR SEALY INTERNATIONAL INC 122,300 78,057 -44,243 0.02% -$5.15M
URBAN OUTFITTERS 133,479 88,879 -44,600 0.02% -$4.42M
SIEMENS ENERGY AG 68,894 31,894 -37,000 0.02% -$4.16M
HDFC BANK LTD SPON ADR 202,242 192,942 -9,300 0.02% -$2.59M
BRUNELLO CUCINEL 145,500 53,600 -91,900 0.02% -$12.14M
BANCORP INC/THE 84,700 80,200 -4,500 0.02% -$1.41M
RIOT PLATFORMS INC 360,300 342,200 -18,100 0.02% -$335.41K
SOLENO THERAPEUTICS INC 126,284 118,884 -7,400 0.01% -$1.87M
CYTOKINETICS INC 65,300 56,000 -9,300 0.01% -$458.20K
INSULET CORP 165,194 16,794 -148,400 0.01% -$43.43M
CRH PLC 34,900 32,900 -2,000 0.01% -$897.07K
DELTA AIR LI 87,100 52,000 -35,100 0.01% -$2.59M
DR HORTON INC 52,500 21,800 -30,700 0.01% -$4.57M
DOLLARAMA INC 54,040 23,140 -30,900 0.01% -$5.24M
EDWARDS LIFESCIENCES CORP 34,000 31,700 -2,300 0.01% -$359.96K
FERGUSON ENTERPRISES INC 16,800 10,600 -6,200 0.01% -$1.27M
FORTINET INC 66,761 29,561 -37,200 0.01% -$2.89M
ZOMATO LTD 1,631,800 851,200 -780,600 0.01% -$2.92M
DUTCH BROS INC-A 118,531 40,131 -78,400 0.01% -$5.22M
TENCENT HOLDINGS LTD 106,601 24,401 -82,200 0.01% -$6.64M
CINTAS CORP 30,809 8,909 -21,900 0.01% -$4.29M
NATERA INC 5,800 5,000 -800 0.00% -$328.77K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BERKSHIRE HATH-B 1,994,178 1,994,178 0 3.57% -$46.76M
ALPHABET INC CL A 652,000 652,000 0 0.70% -$16.59M
TSMC 3,110,000 3,110,000 0 0.67% $26.91M
NXP SEMICONDUCTORS NV 494,300 494,300 0 0.36% -$9.98M
ECHOSTAR CORP PIPE 644,522 644,522 0 0.28% $5.39M
OPENAI GROUP PBC A PP 91,397 91,397 0 0.24% $19.21M
TRANSMEDICS GROUP INC 589,600 589,600 0 0.22% -$13.11M
LEGEND BIOTECH CORP SPON ADR 2,140,486 2,140,486 0 0.14% -$7.81M
ZIPLINE INTERNATIONAL INC SER H PC PP 471,291 471,291 0 0.10% -$502
DESCARTES SYS 346,700 346,700 0 0.09% -$5.58M
TEVA PHARMACEUTICAL IND ADR 810,114 810,114 0 0.09% -$883.02K
FANATICS HOLDINGS INC CLASS A PP 232,280 232,280 0 0.07% $871.05K
STRIPE INC SER I PC PP 308,547 308,547 0 0.07% $6.66M
SNAP INC - A 3,629,400 3,629,400 0 0.06% -$12.59M
MITSUBISHI HEAVY INDS LTD 601,306 601,306 0 0.06% $1.84M
BYTEDANCE LTD SER E-1 PC PP 60,761 60,761 0 0.06% $1.88M
VIPCONTA VETERINARY Holdings LLC 155,147 155,147 0 0.06% $2.91M
VITA COCO CO INC/THE 273,400 273,400 0 0.05% -$1.39M
ALAMOS GOLD INC A 277,236 277,236 0 0.05% $1.63M
FAST RETAILING CO LTD 28,346 28,346 0 0.04% $895.67K
ASICS CORP 391,317 391,317 0 0.04% $1.14M
CIENA CORP 24,700 24,700 0 0.04% $3.81M
OURA HEALTH OY SER E PC PP 159,275 159,275 0 0.04% $871.23K
ADVANTEST CORP 62,800 62,800 0 0.03% $725.89K
ITAU UNIBANCO HLDG SA SPON ADR 1,016,702 1,016,702 0 0.03% $1.24M
EPIC GAMES INC PP 18,849 18,849 0 0.03% -$3.82M
REDDIT INC SERIES F PC PP 62,205 62,205 0 0.03% -$5.92M
GUIDEWIRE SOFTWARE INC 52,300 52,300 0 0.03% -$2.69M
UL SOLUTIONS INC CL A 90,153 90,153 0 0.03% $617.55K
ANDURIL INDUSTRIES INC SER G PC PP 112,800 112,800 0 0.03% $2.04M
STARLING GROUP HOLDINGS LIMITED 2,643,467 2,643,467 0 0.03% -$1.98M
DATABRICKS INC SER L PC PP 39,181 39,181 0 0.02% -$975.61K
VIPCONTA FHUS HOLDINGS LLC PP 1,316 1,316 0 0.02% -$186.99K
NURO INC/CA SER E PC PP 475,513 475,513 0 0.02% -$363.31K
ELF BEAUTY INC 82,600 82,600 0 0.02% -$1.27M
WARBY PARKER INC 237,300 237,300 0 0.02% -$170.86K
DASSAULT AVIATION SA 12,560 12,560 0 0.02% $633.44K
CAMTEK LTD 30,200 30,200 0 0.02% $1.37M
LEGENCE CORP-A 76,100 76,100 0 0.02% $1.02M
APPLIED INTUITION INC SER B-2 PC PP 44,658 44,658 0 0.02% -$827.96K
QXO INC 188,993 188,993 0 0.01% $24.57K
ARTIVION INC 99,956 99,956 0 0.01% -$898.60K
IMMUNOVANT INC 141,394 141,394 0 0.01% -$82.01K
ASM INTL NV 4,600 4,600 0 0.01% $688.48K
ITOCHU CORP 256,525 256,525 0 0.01% $28.72K
CATERPILLAR INC 4,600 4,600 0 0.01% $623.71K
MOLOCO INC SERIES A PC PP 44,901 44,901 0 0.01% -$217.32K
TANIUM CL B PP 350,002 350,002 0 0.01% -$164.50K
BCO BTG PAC-UNIT 249,169 249,169 0 0.01% $316.89K
CIRCLE INTERNET GROUP INC A 25,716 25,716 0 0.01% $414.28K
BETA TECHNOLOGIES INC 164,200 164,200 0 0.01% -$2.22M
HERC HOLDINGS INC 21,300 21,300 0 0.01% -$1.04M
CARIS LIFE SCIENCES INC 114,329 114,329 0 0.01% -$1.04M
SOMATUS INC SER E PC PP 1,539 1,539 0 0.01% $0
LYRA HEALTH INC SERIES F PC PP 235,970 235,970 0 0.01% -$280.80K
KIA CORP 17,520 17,520 0 0.01% $276.59K
IMMUNOME INC 74,700 74,700 0 0.01% $29.13K
KARDIGAN, INC SER B PC PP 76,144 76,144 0 0.01% -$761
SUMITOMO MITSUI FINL GROUP INC 47,900 47,900 0 0.01% $34.44K
PAN PACIFIC INTERNATIONAL HOLDINGS LTD 246,320 246,320 0 0.01% $35.31K
BENDING SPOONS SPA CLASS C PP 21,800 21,800 0 0.01% -$459.28K
JAZZ PHARMA PLC 7,600 7,600 0 0.01% $144.78K
TD SYNNEX CORP 8,500 8,500 0 0.01% $157.08K
BRAMBLES LTD 89,829 89,829 0 0.01% $33.41K
PTC THERAPEUTICS INC 19,700 19,700 0 0.01% -$154.25K
FERMI INC 219,100 219,100 0 0.00% -$473.26K
ALLIANZ SE (REGD) 2,932 2,932 0 0.00% -$117.45K
LOAR HOLDINGS INC 21,598 21,598 0 0.00% -$231.31K
WATERBRIDGE IN-A 45,700 45,700 0 0.00% $309.85K
RESMED INC 5,300 5,300 0 0.00% -$86.87K
MAX HEALTHCARE I 111,600 111,600 0 0.00% -$135.62K
ECOLAB INC 4,064 4,064 0 0.00% $14.22K
BITMINE IMMERSION TECHNOLOGIES INC 53,300 53,300 0 0.00% -$392.82K
ELEVATEBIO LLC SER C PC PP 515,200 515,200 0 0.00% -$36.06K
CELLDEX THERAPEUTICS INC 28,219 28,219 0 0.00% $128.68K
PRAIRIESKY ROYALTY LTD 35,810 35,810 0 0.00% $123.68K
ELEMENT LABS LTD SER B PC PP 68,800 68,800 0 0.00% $49.54K
VIA TRANSPORTATION INC 34,881 34,881 0 0.00% -$488.68K
NEWAMSTERDAM PHARMA COMPANY NV 15,500 15,500 0 0.00% -$47.58K
GOBRANDS INC SER H PC PP 12,196 12,196 0 0.00% -$240.71K
STANDARDAERO INC 13,647 13,647 0 0.00% -$38.89K
Accelerant Holdings, Class A 13,500 13,500 0 0.00% -$40.36K
BULLISH 4,900 4,900 0 0.00% -$10.49K
BLACK ROCK COFFEE BAR INC 7,500 7,500 0 0.00% -$69.98K
DICKS SPORTING GOODS INC 200 200 0 0.00% $64
MEESHO LIMITED 9,176 9,176 0 0.00% -$4.38K
RAD POWER BIKES INC WT 10/06/2033 PP 1,705,458 1,705,458 0 0.00% -$384
RELATIVITY SPACE INC WT P/P 4,521 4,521 0 0.00% -$1
CLEAN TEQ WATER PTY LTD 2,611 2,611 0 0.00% $10

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