Fidelity Disruptive Communications Fund
Fidelity Summer Street Trust
Expense ratio
Net assets1
$38.02M
Holdings1
35
Category
US Equity
Return

Investment objective & strategy

As of July 26, 2022 · prospectus

Objective. The fund seeks long-term growth of capital.

Strategy. Normally investing at least 80% of assets in securities of disruptive communications companies. Fidelity?s disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. This may include creating, providing, or contributing to new or expanded business models, value networks, pricing, and delivery of products and services. Companies within the disruptive communications theme include but are not limited to those companies that, in the Adviser?s opinion, are engaged in social media, interactive gaming, streaming services, next generation digital infrastructure, and connected devices (e.g., 5G communications, cloud networking). In pursuing this … Normally investing at least 80% of assets in securities of disruptive communications companies. Fidelity?s disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. This may include creating, providing, or contributing to new or expanded business models, value networks, pricing, and delivery of products and services. Companies within the disruptive communications theme include but are not limited to those companies that, in the Adviser?s opinion, are engaged in social media, interactive gaming, streaming services, next generation digital infrastructure, and connected devices (e.g., 5G communications, cloud networking). In pursuing this investment theme, the fund may invest in companies in any economic sector. Normally investing primarily in equity securities. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments with quantitative portfolio construction. Investing in either "growth" stocks or "value" stocks or both. Investing in securities of domestic and foreign issuers.

Top holdings

As of May 31, 2023 · N-PORT
SecurityTickerValue% of fund
NVIDIA CORP $2.85M 7.49%
META PLATFORMS INC CL A $2.82M 7.42%
ACTIVISION BLIZZARD INC $2.42M 6.36%
ALPHABET INC CL A $2.38M 6.25%
ARISTA NETWORKS INC $2.24M 5.90%
NETFLIX INC $2.06M 5.42%
AMAZON.COM INC $1.79M 4.72%
AMERICAN TOWER CORP $1.64M 4.31%
SEA LTD ADR $1.63M 4.28%
ZSCALER INC $1.54M 4.05%
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Allocation by sector

As of May 31, 2023 · N-PORT
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Portfolio moves

Feb 28, 2023 → May 31, 2023
Opened
1
Exited
3
Increased
6
Decreased
28
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of May 31, 2023, from the fund's N-PORT filing.

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