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
101Cameco Corp 296,70632.2M $0.14 %
102Hitachi Ltd 1,098,45232.2M $0.14 %
103Ensign Group Inc/The 158,90032M $0.14 %
104Lundin Gold Inc 418,91032M $0.14 %
105Royal Bank of Canada 194,16231.4M $0.13 %
106Western Digital Corp 116,00031.4M $0.13 %
107Spotify Technology SA 62,80030.5M $0.13 %
108Ciena Corp 77,90030.2M $0.13 %
109Lumentum Holdings Inc 43,00030.2M $0.13 %
110ASML Holding NV 22,70030M $0.13 %
111PulteGroup Inc 236,32427.8M $0.12 %
112Celestica Inc 98,34527.7M $0.12 %
113ASML Holding NV 20,80027.7M $0.12 %
114Airbnb Inc 214,20727.1M $0.12 %
115AstraZeneca PLC 136,20026.7M $0.11 %
116Thermo Fisher Scientific Inc 53,80026.4M $0.11 %
117Monolithic Power Systems Inc 24,11626.4M $0.11 %
118BEONE MEDICINES LTD 88,74026.4M $0.11 %
119Goldman Sachs Group Inc/The 30,91426.2M $0.11 %
120Valero Energy Corp 105,40026M $0.11 %
121KBR Inc 705,70026M $0.11 %
122KLA Corp 17,62425.9M $0.11 %
123Cboe Global Markets Inc 90,26025.4M $0.11 %
124Kymera Therapeutics Inc 300,60025M $0.11 %
125Brunello Cucinelli SpA 281,22624.6M $0.10 %
126Ryanair Holdings PLC 418,61224.2M $0.10 %
127Analog Devices Inc 72,91523.2M $0.10 %
128LEGEND BIOTECH CORP 1,273,37123M $0.10 %
129Charles Schwab Corp/The 245,06723M $0.10 %
130Corning Inc 168,40022.9M $0.10 %
131Moderna Inc 450,30022.9M $0.10 %
132Marathon Petroleum Corp 89,70021.9M $0.09 %
133SharkNinja Inc 206,80021.9M $0.09 %
134IMPERIAL OIL LTD 166,80021.8M $0.09 %
135Insmed Inc 128,41921M $0.09 %
136Cloudflare Inc 101,65821M $0.09 %
137EchoStar Corp 177,42220.8M $0.09 %
138Capital One Financial Corp 112,39220.5M $0.09 %
139Rheinmetall AG 12,10020.4M $0.09 %
140Advanced Micro Devices Inc 98,70020.1M $0.09 %
141NXP Semiconductors NV 100,30019.7M $0.08 %
142Tesla Inc 52,89719.7M $0.08 %
143Astera Labs Inc 177,20019.4M $0.08 %
144Reddit Inc 142,82319.2M $0.08 %
145Daifuku Co Ltd 541,20019.1M $0.08 %
146Live Nation Entertainment Inc 124,32619M $0.08 %
147Somnigroup International Inc 254,84218.8M $0.08 %
148Intact Financial Corp 102,28518.5M $0.08 %
149Autodesk Inc 77,10018.5M $0.08 %
150CVS Health Corp 253,57718.2M $0.08 %
151OSI Systems Inc 68,30018.1M $0.08 %
152Coupang Inc 928,74017.5M $0.07 %
153Disco Corp 42,60017.4M $0.07 %
154MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 77,90017.3M $0.07 %
155Dell Technologies Inc 105,12517.3M $0.07 %
156HDFC Bank Ltd 689,34817.2M $0.07 %
157Samsara Inc 527,98016.7M $0.07 %
158Palo Alto Networks Inc 103,41916.6M $0.07 %
159Figma Inc 768,40016.2M $0.07 %
160Applied Materials Inc 47,10016.1M $0.07 %
161Northrop Grumman Corp 23,50016M $0.07 %
162AbbVie Inc 73,54116M $0.07 %
163Axon Enterprise Inc 37,64516M $0.07 %
164First Quantum Minerals Ltd 661,50015.8M $0.07 %
165Ralph Lauren Corp 45,86715.8M $0.07 %
166Warby Parker Inc 747,20015.7M $0.07 %
167American Electric Power Co Inc 117,87515.5M $0.07 %
168TechnipFMC PLC 219,44015.2M $0.06 %
169FTAI Aviation Ltd 60,90014.9M $0.06 %
170Forgent Power Solutions Inc 508,30014.9M $0.06 %
171Riot Platforms Inc 1,197,10014.8M $0.06 %
172Keurig Dr Pepper Inc 558,53414.7M $0.06 %
173Bancorp Inc/The 273,30014.7M $0.06 %
174Advantest Corp 105,87314.6M $0.06 %
175Mitsubishi Heavy Industries Ltd 528,38014.5M $0.06 %
176Liberty Media Corp-Liberty Formula One 170,29214.5M $0.06 %
177Camtek Ltd/Israel 94,90014.4M $0.06 %
178Starbucks Corp 159,18114.3M $0.06 %
179RBC Bearings Inc 25,61013.9M $0.06 %
180Phillips 66 76,20013.9M $0.06 %
181Banco Santander SA 1,223,13013.7M $0.06 %
182Aritzia Inc 167,20013.6M $0.06 %
183Walmart Inc 107,60213.4M $0.06 %
184Cava Group Inc 160,62513M $0.06 %
185Moody's Corp 29,73013M $0.06 %
186Anglogold Ashanti Plc 132,40012.9M $0.05 %
187Progressive Corp/The 64,24012.7M $0.05 %
188ROBLOX Corp 224,73212.7M $0.05 %
189Allison Transmission Holdings Inc 108,50612.7M $0.05 %
190Vaxcyte Inc 214,40012.5M $0.05 %
191Intel Corp 279,47412.3M $0.05 %
192On Holding AG 361,12512.3M $0.05 %
193General Dynamics Corp 35,60012.2M $0.05 %
194Stryker Corp 36,70012.1M $0.05 %
195Structure Therapeutics Inc 248,10012M $0.05 %
196Apollo Global Management Inc 105,20011.7M $0.05 %
197Circle Internet Group Inc 120,70111.5M $0.05 %
198CBRE Group Inc 85,00011.5M $0.05 %
199Nuvalent Inc 111,90011.5M $0.05 %
200Snowflake Inc 75,31611.4M $0.05 %