Titelia

Holdings of Fidelity Advisor New Insights Fund

Fidelity Contrafund ·382 declared positions · as of Mar 31, 2026

Original filing · Net assets 23.5B $ · Ten largest lines: 50.9 % of the equity sleeve

Sector breakdown

  • Technology 25.6 %
  • Communication 21.9 %
  • Financials 12.1 %
  • Consumer discretionary 8.5 %
  • Industrials 8.3 %
  • Health care 6.8 %
  • Energy 2.9 %
  • Materials 2.4 %
  • Consumer staples 1.3 %
  • Utilities 1.3 %
  • Real estate 0.6 %
  • Unattributed 8.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 93.4 %
  • CAD 3.5 %
  • EUR 1.2 %
  • JPY 0.6 %
  • KRW 0.5 %
  • GBP 0.4 %
  • HKD 0.2 %
  • CNY 0.2 %
  • INR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 87.8 %
  • CA 4.4 %
  • TW 1.6 %
  • GB 1.3 %
  • NL 1.0 %
  • BE 0.6 %
  • KY 0.6 %
  • JP 0.6 %
  • KR 0.5 %
  • BM 0.4 %
  • HK 0.2 %
  • CN 0.2 %
  • Other countries 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US27618.3B $87.76 %
2CA29927.5M $4.44 %
3TW2329.9M $1.58 %
4GB9268M $1.28 %
5NL8200.1M $0.96 %
6BE1131.9M $0.63 %
7KY7124.3M $0.60 %
8JP11123.7M $0.59 %
9KR495.8M $0.46 %
10BM279.8M $0.38 %
11HK235.9M $0.17 %
12CN134.7M $0.17 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 12,791,1602.2B $9.50 %
2Meta Platforms Inc 3,742,6162.1B $9.11 %
3Alphabet Inc 6,100,9601.8B $7.47 %
4Amazon.com Inc 5,120,2001.1B $4.54 %
5Berkshire Hathaway Inc 1,332956.6M $4.07 %
6Microsoft Corp 2,246,935831.7M $3.54 %
7Netflix Inc 6,166,400592.9M $2.52 %
8Eli Lilly & Co 413,603380.4M $1.62 %
9GE Vernova Inc 403,119351.9M $1.50 %
10Taiwan Semiconductor Manufacturing Co Ltd 953,100322.1M $1.37 %
11Amphenol Corp 2,304,911291.2M $1.24 %
12Wells Fargo & Co 3,485,716277.5M $1.18 %
13Broadcom Inc 717,499222.1M $0.95 %
14Apple Inc 797,297202.3M $0.86 %
15JPMorgan Chase & Co 676,632199M $0.85 %
16Gilead Sciences Inc 1,399,176195M $0.83 %
17General Electric Co 635,303180.3M $0.77 %
18Parker-Hannifin Corp 191,760171.7M $0.73 %
19TJX Cos Inc/The 999,851159.7M $0.68 %
20Visa Inc 499,226150.9M $0.64 %
21Franco-Nevada Corp 605,325149.8M $0.64 %
22Arista Networks Inc 1,198,530147.2M $0.63 %
23Howmet Aerospace Inc 638,477147.1M $0.63 %
24Chubb Ltd 430,612140.3M $0.60 %
25Hilton Worldwide Holdings Inc 438,065133.2M $0.57 %
26UCB SA 437,654131.9M $0.56 %
27Exxon Mobil Corp 748,100126.9M $0.54 %
28Alnylam Pharmaceuticals Inc 381,380126.2M $0.54 %
29Constellation Energy Corp. 443,288123.8M $0.53 %
30Shell PLC 1,279,038119M $0.51 %
31Micron Technology Inc 336,051113.5M $0.48 %
32Coca-Cola Co/The 1,446,337110M $0.47 %
33Welltower Inc 534,400105.7M $0.45 %
34Quanta Services Inc 183,300100.6M $0.43 %
35Orla Mining Ltd 6,207,20399.8M $0.42 %
36ConocoPhillips 754,02099.5M $0.42 %
37Argenx SE 134,73298.4M $0.42 %
38Shopify Inc 751,32589.1M $0.38 %
39EMCOR Group Inc 116,70086.2M $0.37 %
40Bank of New York Mellon Corp/The 719,53985.4M $0.36 %
41Nextpower Inc 690,90083.3M $0.35 %
42Wheaton Precious Metals Corp 626,91182.3M $0.35 %
43Cadence Design Systems Inc 289,57480.5M $0.34 %
44Mastercard Inc 160,70080.3M $0.34 %
45Cheniere Energy Inc 271,00076.9M $0.33 %
46Travelers Cos Inc/The 263,29076.8M $0.33 %
47Citigroup Inc 663,64775.3M $0.32 %
48Corteva Inc 883,80074M $0.31 %
49Bank of America Corp 1,500,80073.2M $0.31 %
50O'Reilly Automotive Inc 781,29572.1M $0.31 %
51Viking Holdings Ltd 974,78971.6M $0.30 %
52Tenet Healthcare Corp 371,22470.1M $0.30 %
53Westinghouse Air Brake Technologies Corp 279,52269.9M $0.30 %
54Philip Morris International Inc. 395,91565.5M $0.28 %
55Eaton Corp PLC 182,16565.2M $0.28 %
56Lam Research Corp 298,20063.7M $0.27 %
57Ingersoll Rand Inc 773,30062M $0.26 %
58Canadian Natural Resources Ltd 1,254,71461.2M $0.26 %
59TransMedics Group Inc 614,30061.1M $0.26 %
60Morgan Stanley 361,32359.5M $0.25 %
61Chevron Corp 281,00058.1M $0.25 %
62Boston Scientific Corp 920,10857.7M $0.25 %
63American Express Co 187,75156.8M $0.24 %
64SK hynix Inc 96,13055.5M $0.24 %
65Coherent Corp 226,66454M $0.23 %
66GFL Environmental Inc 1,289,02553.8M $0.23 %
67Trane Technologies PLC 125,62852.4M $0.22 %
68Fairfax Financial Holdings Ltd 30,46051.9M $0.22 %
69Old Dominion Freight Line Inc 265,40051.9M $0.22 %
70Costco Wholesale Corp 50,13350M $0.21 %
71Marvell Technology Inc 502,36849.8M $0.21 %
72HCA Healthcare Inc 104,77349.6M $0.21 %
73Karman Holdings Inc 610,90048.9M $0.21 %
74Carpenter Technology Corp 122,75448.4M $0.21 %
75Intuitive Surgical Inc 103,55147.7M $0.20 %
76Boeing Co/The 239,20047.6M $0.20 %
77NRG Energy Inc 312,69845.7M $0.19 %
78Vistra Corp 283,37442.6M $0.18 %
79Rolls-Royce Holdings PLC 2,764,56442M $0.18 %
80McKesson Corp 46,90040.6M $0.17 %
813M Co 266,37138.7M $0.16 %
82Agnico Eagle Mines Ltd 188,38938.2M $0.16 %
83Construction Partners Inc 336,80037.4M $0.16 %
84Hyundai Motor Co 116,20336.4M $0.16 %
85ATI Inc 250,37936.4M $0.16 %
86Dollar Tree Inc 332,30036.4M $0.15 %
87GSK PLC 1,305,60036M $0.15 %
88Entergy Corp 316,46735.6M $0.15 %
89Ivanhoe Mines Ltd 4,134,02335.3M $0.15 %
90Home Depot Inc/The 107,20035.3M $0.15 %
91Amer Sports Inc 1,061,12934.9M $0.15 %
92Contemporary Amperex Technology Co Ltd 586,10034.7M $0.15 %
93BYD Co Ltd 2,532,50034.6M $0.15 %
94Seagate Technology Holdings PLC 88,10034.5M $0.15 %
95Medline Inc 763,41534M $0.14 %
96NU Holdings Ltd/Cayman Islands 2,350,08433.8M $0.14 %
97Tecnoglass Inc 757,34833.7M $0.14 %
98Casey's General Stores Inc 45,92333.4M $0.14 %
99Arthur J Gallagher & Co 154,03433.4M $0.14 %
100Toast Inc 1,234,08332.7M $0.14 %