Holdings of GEODE CAPITAL MANAGEMENT, LLC
3862 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 32.9 % of the equity sleeve
Sector breakdown
- Technology 29.8 %
- Financials 10.8 %
- Communication 9.5 %
- Consumer discretionary 8.9 %
- Health care 8.4 %
- Industrials 7.8 %
- Consumer staples 4.6 %
- Energy 2.8 %
- Utilities 2.4 %
- Real estate 1.6 %
- Materials 1.6 %
- Unattributed 11.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- KY 0.0 %
- IL 0.0 %
- TW 0.0 %
- NL 0.0 %
- HK 0.0 %
- CN 0.0 %
- PE 0.0 %
- GB 0.0 %
- DK 0.0 %
- FR 0.0 %
- KZ 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3,752 | 1.5T $ | 99.88 % |
| 2 | KY | 42 | 753.3M $ | 0.05 % |
| 3 | IL | 4 | 321.7M $ | 0.02 % |
| 4 | TW | 1 | 258.7M $ | 0.02 % |
| 5 | NL | 3 | 115.9M $ | 0.01 % |
| 6 | HK | 1 | 85.8M $ | 0.01 % |
| 7 | CN | 4 | 68.8M $ | 0.00 % |
| 8 | PE | 1 | 39.5M $ | 0.00 % |
| 9 | GB | 12 | 26.1M $ | 0.00 % |
| 10 | DK | 2 | 18.4M $ | 0.00 % |
| 11 | FR | 5 | 17.3M $ | 0.00 % |
| 12 | KZ | 1 | 12.6M $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 401 | Tyson Foods Inc | 7,618,249 | 486.3M $ | |
| 402 | US Foods Holding Corp | 5,268,834 | 485.9M $ | |
| 403 | Zimmer Biomet Holdings Inc | 5,379,525 | 484.6M $ | |
| 404 | NVR Inc | 73,697 | 483.8M $ | |
| 405 | LPL Financial Holdings Inc | 1,594,750 | 478.5M $ | |
| 406 | Moderna Inc | 9,435,132 | 478.5M $ | |
| 407 | Everpure Inc | 8,120,350 | 478.5M $ | |
| 408 | West Pharmaceutical Services Inc | 1,912,455 | 477.5M $ | |
| 409 | Estee Lauder Cos Inc/The | 6,653,269 | 475.7M $ | |
| 410 | Akamai Technologies Inc | 4,116,471 | 474.2M $ | |
| 411 | Lululemon Athletica Inc | 3,101,325 | 473.2M $ | |
| 412 | Coupang Inc | 24,878,321 | 469.9M $ | |
| 413 | Huntington Ingalls Industries, Inc. | 1,237,033 | 469.3M $ | |
| 414 | Essex Property Trust Inc | 1,924,456 | 464.1M $ | |
| 415 | CDW Corp/DE | 3,788,975 | 458.5M $ | |
| 416 | Hologic Inc | 6,058,845 | 456.3M $ | |
| 417 | Las Vegas Sands Corp | 8,454,830 | 453.9M $ | |
| 418 | Textron Inc | 4,972,400 | 445.6M $ | |
| 419 | APA Corp | 10,511,439 | 445.4M $ | |
| 420 | JB Hunt Transport Services Inc | 2,101,551 | 443.7M $ | |
| 421 | MasTec Inc | 1,371,909 | 441.5M $ | |
| 422 | Incyte Corp | 4,703,184 | 441.1M $ | |
| 423 | Royal Gold Inc | 1,727,066 | 439.6M $ | |
| 424 | Kimco Realty Corp | 19,608,881 | 439.1M $ | |
| 425 | Tyler Technologies Inc | 1,269,971 | 435.1M $ | |
| 426 | Global Payments Inc | 6,461,104 | 433.2M $ | |
| 427 | Carpenter Technology Corp | 1,092,166 | 430.6M $ | |
| 428 | Viatris Inc | 31,846,107 | 429.5M $ | |
| 429 | ATI Inc | 2,947,325 | 428.8M $ | |
| 430 | Invitation Homes Inc | 17,312,126 | 428.8M $ | |
| 431 | Zoom Communications Inc | 5,267,794 | 425.8M $ | |
| 432 | Mid-America Apartment Communities, Inc. | 3,496,589 | 425.6M $ | |
| 433 | Centene Corp | 12,987,512 | 424.8M $ | |
| 434 | XPO Inc | 2,182,817 | 424.8M $ | |
| 435 | Insulet Corp | 2,025,698 | 423.6M $ | |
| 436 | Markel Group Inc | 221,693 | 423.1M $ | |
| 437 | Annaly Capital Management Inc | 19,950,049 | 421.5M $ | |
| 438 | Trimble Inc | 6,471,622 | 420.6M $ | |
| 439 | Ball Corp | 7,106,547 | 418.5M $ | |
| 440 | Lennox International Inc | 900,176 | 416.3M $ | |
| 441 | Jacobs Solutions Inc | 3,255,944 | 412.9M $ | |
| 442 | SoFi Technologies Inc | 25,982,836 | 412.7M $ | |
| 443 | Burlington Stores Inc | 1,271,187 | 412.6M $ | |
| 444 | Graco Inc | 4,861,437 | 410.8M $ | |
| 445 | Nordson Corp | 1,543,070 | 409.1M $ | |
| 446 | Genuine Parts Co | 3,874,162 | 408.2M $ | |
| 447 | Deckers Outdoor Corp | 4,035,459 | 402.4M $ | |
| 448 | Healthpeak Properties Inc | 24,400,886 | 399.8M $ | |
| 449 | TKO Group Holdings Inc | 1,976,484 | 397.9M $ | |
| 450 | Ralph Lauren Corp | 1,153,081 | 396M $ | |
| 451 | IDEX Corp | 2,090,784 | 394.9M $ | |
| 452 | Alcoa Corp | 5,942,801 | 394.3M $ | |
| 453 | AST SpaceMobile Inc | 4,765,087 | 394.2M $ | |
| 454 | Omega Healthcare Investors Inc | 8,928,107 | 391.3M $ | |
| 455 | Sterling Infrastructure Inc | 939,282 | 390.3M $ | |
| 456 | Fox Corp | 6,697,595 | 390.2M $ | |
| 457 | RBC Bearings Inc | 703,159 | 382M $ | |
| 458 | Domino's Pizza Inc | 1,043,924 | 381M $ | |
| 459 | Regency Centers Corp | 5,033,620 | 379.5M $ | |
| 460 | Globe Life Inc | 2,729,334 | 379.3M $ | |
| 461 | Cooper Cos Inc/The | 5,311,523 | 378.3M $ | |
| 462 | Hasbro Inc | 4,019,395 | 375.6M $ | |
| 463 | Illumina Inc | 3,051,279 | 375.1M $ | |
| 464 | MongoDB Inc | 1,527,842 | 372.9M $ | |
| 465 | Avery Dennison Corp | 2,167,485 | 372.9M $ | |
| 466 | Bridgebio Pharma Inc | 4,918,030 | 371.9M $ | |
| 467 | Kratos Defense & Security Solutions, Inc. | 5,264,282 | 371.2M $ | |
| 468 | BWX Technologies Inc | 1,793,566 | 366.9M $ | |
| 469 | Host Hotels & Resorts Inc | 19,169,853 | 366.7M $ | |
| 470 | Gaming and Leisure Properties Inc | 8,262,510 | 365.9M $ | |
| 471 | Tenet Healthcare Corp | 1,930,447 | 364.4M $ | |
| 472 | Advanced Energy Industries Inc | 1,120,237 | 364.1M $ | |
| 473 | Jack Henry & Associates Inc | 2,302,143 | 362.7M $ | |
| 474 | Somnigroup International Inc | 4,856,074 | 359M $ | |
| 475 | New York Times Co/The | 4,275,837 | 358.5M $ | |
| 476 | Medpace Holdings Inc | 745,106 | 357.8M $ | |
| 477 | Twilio Inc | 2,832,054 | 355.4M $ | |
| 478 | MKS Inc | 1,539,319 | 353.8M $ | |
| 479 | Hecla Mining Co | 18,782,689 | 350M $ | |
| 480 | Gartner Inc | 2,212,980 | 349.2M $ | |
| 481 | Entegris Inc | 2,974,080 | 347.8M $ | |
| 482 | Universal Health Services Inc | 1,947,868 | 347.6M $ | |
| 483 | Liberty Media Corp-Liberty Formula One | 4,078,612 | 345.9M $ | |
| 484 | AES Corp/The | 24,509,600 | 344.9M $ | |
| 485 | First Citizens BancShares Inc/NC | 180,972 | 340.3M $ | |
| 486 | Lincoln Electric Holdings Inc | 1,365,309 | 340.1M $ | |
| 487 | Ensign Group Inc/The | 1,687,292 | 340M $ | |
| 488 | McCormick & Co Inc/MD | 6,665,410 | 334.9M $ | |
| 489 | Exelixis Inc | 7,795,610 | 334.4M $ | |
| 490 | Clorox Co/The | 3,228,680 | 333.3M $ | |
| 491 | WP Carey Inc | 4,913,911 | 333.2M $ | |
| 492 | API Group Corp | 8,208,479 | 332.7M $ | |
| 493 | Mueller Industries Inc | 2,988,136 | 331.1M $ | |
| 494 | Reddit Inc | 2,459,399 | 330.7M $ | |
| 495 | Toll Brothers Inc | 2,379,639 | 324.8M $ | |
| 496 | Guardant Health Inc | 3,508,883 | 324.2M $ | |
| 497 | Revolution Medicines Inc | 3,338,142 | 323.9M $ | |
| 498 | Masco Corp | 5,354,444 | 322M $ | |
| 499 | Super Micro Computer Inc | 14,155,928 | 321.1M $ | |
| 500 | Lamar Advertising Co | 2,533,594 | 321M $ |