Titelia

Holdings of Fidelity Contrafund

Fidelity Contrafund · Original filing · Compare with another fund · Report an error

Net assets
157.8B $ including 145.7B $ in equities, 92.3 %
Positions
342 in 23 countries
Top ten
45.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Meta Platforms Inc 28,374,85916.2B $10.29 %
2NVIDIA Corp 85,242,15014.9B $9.42 %
3Amazon.com Inc 43,389,8209B $5.73 %
4Berkshire Hathaway Inc 9,0656.5B $4.13 %
5Alphabet Inc 21,351,0916.1B $3.89 %
6Microsoft Corp 12,668,3014.7B $2.97 %
7Alphabet Inc 13,254,8703.8B $2.41 %
8Apple Inc 14,546,1003.7B $2.34 %
9Amphenol Corp 25,884,8603.3B $2.07 %
10Broadcom Inc 9,533,5133B $1.87 %
11Eli Lilly & Co 3,145,6052.9B $1.83 %
12Netflix Inc 29,481,9212.8B $1.80 %
13Exxon Mobil Corp 14,256,5422.4B $1.53 %
14Visa Inc 6,734,3472B $1.29 %
15GE Vernova Inc 2,324,2322B $1.29 %
16Taiwan Semiconductor Manufacturing Co Ltd 5,954,0072B $1.28 %
17General Electric Co 6,123,4331.7B $1.10 %
18Berkshire Hathaway Inc 3,370,5001.6B $1.02 %
19Gilead Sciences Inc 10,331,5231.4B $0.91 %
20Lowe's Cos Inc 5,863,4691.4B $0.88 %
21JPMorgan Chase & Co 4,654,5561.4B $0.87 %
22Philip Morris International Inc. 7,611,4871.3B $0.80 %
23Morgan Stanley 6,785,8611.1B $0.71 %
24Deere & Co 1,865,6451.1B $0.67 %
25Thermo Fisher Scientific Inc 2,072,3571B $0.65 %
26Coca-Cola Co/The 13,338,7751B $0.64 %
27Tencent Holdings Ltd 15,636,911986.3M $0.63 %
28Boeing Co/The 4,937,330982.7M $0.62 %
29Shopify Inc 7,324,253869.1M $0.55 %
30Goldman Sachs Group Inc/The 941,780796.7M $0.50 %
31Arista Networks Inc 6,476,779795.2M $0.50 %
32KLA Corp 524,444772.2M $0.49 %
33Dollar Tree Inc 6,868,442752.2M $0.48 %
34Costco Wholesale Corp 751,552748.9M $0.47 %
35American Express Co 2,353,441711.9M $0.45 %
36Progressive Corp/The 3,567,167707.2M $0.45 %
37Bank of New York Mellon Corp/The 5,944,002705.1M $0.45 %
38Franco-Nevada Corp 2,638,641653.4M $0.41 %
39British American Tobacco PLC 11,118,207645.5M $0.41 %
40Old Dominion Freight Line Inc 3,200,694625.4M $0.40 %
41Westinghouse Air Brake Technologies Corp 2,417,748604.2M $0.38 %
42Biogen Inc 3,269,520599.4M $0.38 %
43Sherwin-Williams Co/The 1,863,732597.4M $0.38 %
44Home Depot Inc/The 1,762,425579.6M $0.37 %
45Arthur J Gallagher & Co 2,675,216579.4M $0.37 %
46Charles Schwab Corp/The 6,161,648579.1M $0.37 %
47SK hynix Inc 981,707567.1M $0.36 %
48Valero Energy Corp 2,165,797535.1M $0.34 %
49Citigroup Inc 4,589,849520.5M $0.33 %
50Danaher Corp 2,720,320515.8M $0.33 %
51Boston Scientific Corp 8,045,321504.8M $0.32 %
52IMPERIAL OIL LTD 3,704,709485.3M $0.31 %
53Live Nation Entertainment Inc 3,119,614475.8M $0.30 %
54Ferguson Enterprises Inc 1,980,970462.1M $0.29 %
553M Co 3,114,885452.4M $0.29 %
56Corteva Inc 5,400,003452M $0.29 %
57Tenet Healthcare Corp 2,345,268442.6M $0.28 %
58Howmet Aerospace Inc 1,919,540442.4M $0.28 %
59Parker-Hannifin Corp 462,471414M $0.26 %
60Trane Technologies PLC 989,794412.5M $0.26 %
61DR Horton Inc 2,915,722400.1M $0.25 %
62SLB Ltd 7,759,687398.8M $0.25 %
63Alnylam Pharmaceuticals Inc 1,202,994398M $0.25 %
64TJX Cos Inc/The 2,486,120397M $0.25 %
65Mastercard Inc 782,782391.1M $0.25 %
66Constellation Energy Corp. 1,341,149374.5M $0.24 %
67Hoya Corp 2,116,334366.9M $0.23 %
68Estee Lauder Cos Inc/The 4,882,030350.4M $0.22 %
69Royal Bank of Canada 2,004,009324M $0.21 %
70Clean Harbors Inc 1,118,434320.7M $0.20 %
71UCB SA 1,061,852319.9M $0.20 %
72Carpenter Technology Corp 781,674308.1M $0.20 %
73Wells Fargo & Co 3,847,199306.3M $0.19 %
74Nokia Oyj 38,141,500306M $0.19 %
75Snowflake Inc 2,016,173304.1M $0.19 %
76Hershey Co/The 1,428,836297M $0.19 %
77Coherent Corp 1,225,463291.9M $0.19 %
78Regeneron Pharmaceuticals, Inc. 377,811291.9M $0.19 %
79Ingersoll Rand Inc 3,617,985289.9M $0.18 %
80Micron Technology Inc 846,145285.9M $0.18 %
81Shell PLC 3,014,832280.4M $0.18 %
82Agnico Eagle Mines Ltd 1,361,828276.4M $0.18 %
83Palo Alto Networks Inc 1,694,059271.6M $0.17 %
84NU Holdings Ltd/Cayman Islands 18,811,465270.3M $0.17 %
85Align Technology Inc 1,560,698267.6M $0.17 %
86HCA Healthcare Inc 563,234266.5M $0.17 %
87Chevron Corp 1,284,315265.7M $0.17 %
88Cboe Global Markets Inc 938,981263.9M $0.17 %
89Intuitive Surgical Inc 566,835261.3M $0.17 %
90BYD Co Ltd 18,540,817253.5M $0.16 %
91Charles River Laboratories International Inc 1,373,833237M $0.15 %
92ASML Holding NV 169,027223.3M $0.14 %
93Medline Inc 4,978,020221.5M $0.14 %
94McKesson Corp 252,539218.5M $0.14 %
95BEONE MEDICINES LTD 735,295218.4M $0.14 %
96Cencora Inc 688,110216.2M $0.14 %
97Vertex Pharmaceuticals Inc 471,411210.5M $0.13 %
98ASM International NV 276,262209.4M $0.13 %
99TopBuild Corp 588,884206.9M $0.13 %
100PACCAR Inc 1,762,423203.6M $0.13 %

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Sector breakdown

  • Technology 26.3 %
  • Communication 21.1 %
  • Financials 13.5 %
  • Consumer discretionary 9.9 %
  • Health care 7.7 %
  • Industrials 7.5 %
  • Energy 3.4 %
  • Consumer staples 3.1 %
  • Materials 1.9 %
  • Utilities 0.5 %
  • Real estate 0.1 %
  • Unattributed 5.0 %

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

Currency breakdown

  • USD 93.5 %
  • CAD 2.9 %
  • EUR 0.9 %
  • HKD 0.9 %
  • GBP 0.6 %
  • KRW 0.5 %
  • JPY 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.7 %
  • Canada 3.0 %
  • Taiwan 1.4 %
  • United Kingdom 1.0 %
  • Hong Kong SAR China 0.9 %
  • Netherlands 0.5 %
  • South Korea 0.5 %
  • Japan 0.5 %
  • Cayman Islands 0.3 %
  • Belgium 0.2 %
  • Finland 0.2 %
  • France 0.2 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States249132.1B $90.65 %
2Canada294.3B $2.95 %
3Taiwan12B $1.38 %
4United Kingdom91.4B $0.99 %
5Hong Kong SAR China21.2B $0.85 %
6Netherlands6775.2M $0.53 %
7South Korea4773.7M $0.53 %
8Japan11745M $0.51 %
9Cayman Islands4384.6M $0.26 %
10Belgium1319.9M $0.22 %
11Finland1306M $0.21 %
12France3263.8M $0.18 %
Cite this page

Titelia. "Holdings of Fidelity Contrafund". https://titelia.com/en/funds/S000006037