Fidelity (FMR) 13F Holdings — Q2 2026

Fidelity (FMR) reported 2,943 US-listed positions worth $2.08T in its 13F for the quarter ended 2026-06-30 (filed 2026-08-13), according to EquiReason's reading of the SEC filing. New positions in Q2 2026: SPCX, CBRS, HONA, FDXF, AVLN. Sold out: BLCO, JKS, MQ, LGVN, PRPL.

Source: 13F-HR on SEC EDGAR · values as the fund reported them · 2943 of 13,964 reported lines matched to US-listed companies (funds, ETFs, options and non-US listings are left out)

Largest positions

#	Company	Value	% of portfolio	Shares	Change in shares
1	NVDA NVIDIA CORPORATION	$205.3B	9.8%	1026.05M	Added (+3.2%)
2	AAPL APPLE INC	$94.1B	4.5%	325.35M	Added (+5.8%)
3	GOOGL ALPHABET INC	$89.6B	4.3%	250.71M	Added (+6.0%)
4	AMZN AMAZON COM INC	$87.2B	4.2%	365.66M	Added (+1.9%)
5	MSFT MICROSOFT CORP	$69.4B	3.3%	185.96M	Trimmed (-2.2%)
6	AVGO BROADCOM INC	$54.5B	2.6%	144.36M	Added (+16.3%)
7	META META PLATFORMS INC	$54.0B	2.6%	95.90M	Trimmed (-17.8%)
8	SPCX SPACE EXPLORATION TECHN CORP	$51.7B	2.5%	302.56M	New
9	GOOG ALPHABET INC	$43.6B	2.1%	131.47M	Added (+21.1%)
10	LLY ELI LILLY & CO	$34.1B	1.6%	28.46M	Added (+8.1%)
11	MU MICRON TECHNOLOGY INC	$30.8B	1.5%	26.72M	Trimmed (-16.6%)
12	GEV GE VERNOVA INC	$19.0B	0.9%	16.15M	Trimmed (-12.6%)
13	XOM EXXON MOBIL CORP	$18.8B	0.9%	137.74M	Trimmed (-2.5%)
14	GE GE AEROSPACE	$18.3B	0.9%	49.02M	Trimmed (-5.7%)
15	SNDK SANDISK CORP	$17.9B	0.9%	7.86M	Trimmed (-41.3%)
16	MRVL MARVELL TECHNOLOGY INC	$17.0B	0.8%	56.93M	Trimmed (-56.6%)
17	WDC WESTERN DIGITAL CORP	$16.8B	0.8%	25.98M	Trimmed (-17.8%)
18	TSLA TESLA INC	$16.7B	0.8%	39.77M	Added (+10.4%)
19	AMD ADVANCED MICRO DEVICES INC	$14.8B	0.7%	25.56M	Added (+67.2%)
20	V VISA INC	$14.7B	0.7%	42.93M	Trimmed (-4.4%)
21	LRCX LAM RESEARCH CORP	$14.6B	0.7%	33.68M	Added (+0.3%)
22	BA BOEING CO	$13.3B	0.6%	66.54M	Added (+1.0%)
23	INTC INTEL CORP	$13.2B	0.6%	94.43M	Added (+64.2%)
24	KLAC KLA CORP	$13.0B	0.6%	43.01M	Added (+877.1%)
25	WFC WELLS FARGO & CO	$12.7B	0.6%	152.60M	Trimmed (-5.7%)

New positions in Q2 2026

#	Company	Value	% of portfolio	Shares
1	SPCX SPACE EXPLORATION TECHN CORP	$51.7B	2.5%	302.56M
2	CBRS CEREBRAS SYSTEMS INC	$1.9B	0.1%	8.44M
3	HONA HONEYWELL AEROSPACE INC	$245.8M	0.0%	1.11M
4	FDXF FEDEX FGHT HLDG CO INC	$200.9M	0.0%	1.33M
5	AVLN AVALYN PHARMACEUTICALS INC	$192.1M	0.0%	5.84M
6	KLRA KAILERA THERAPEUTICS INC	$87.5M	0.0%	3.97M
7	INIO INNIO NV	$86.4M	0.0%	2.18M
8	LCLN LINCOLN INTL INC	$83.6M	0.0%	3.50M
9	ARXS ARXIS INC	$59.8M	0.0%	1.30M
10	QNT QUANTINUUM INC	$52.5M	0.0%	642,800
11	GMRS GMR SOLUTIONS INC	$52.0M	0.0%	3.36M
12	DPC DPC HOLDINGS PLC	$42.7M	0.0%	870,500
13	TRAX FIRST TRACKS BIOTHERAPEUTICS	$41.3M	0.0%	2.05M
14	NHP NATIONAL HEALTHCARE PPTYS IN	$33.6M	0.0%	2.29M
15	ALMR ALAMAR BIOSCIENCES INC	$22.5M	0.0%	829,424
16	AADX APPLIED AEROSPACE & DEFENSE	$19.9M	0.0%	874,314
17	MWH SOLV ENERGY INC	$18.0M	0.0%	528,625
18	XE X-ENERGY INC	$11.5M	0.0%	627,400
19	HMH HMH HLDG INC	$10.6M	0.0%	563,624
20	SIND SINDA LTD	$5.0M	0.0%	412,900
21	WSE WISE GROUP PLC	$2.9M	0.0%	240,528
22	SSMR SUNSHINE SILVER MNG & REFNG	$1.9M	0.0%	145,000
23	OCTV OCTAVE INTELLIGENCE PLC	$714,964	0.0%	43,863
24	BLTE BELITE BIO INC	$477,354	0.0%	3,100
25	EROC EROCK INC	$360,311	0.0%	24,849
26	TRON TRON INC	$89,073	0.0%	55,325
27	PURR HYPERLIQUID STRATEGIES INC	$25,971	0.0%	3,300
28	TEN TSAKOS ENERGY NAVIGATION LTD	$21,929	0.0%	620
29	PTRN PATTERN GROUP INC	$20,077	0.0%	797
30	BNAI BRAND ENGAGEMENT NETWORK INC	$14,270	0.0%	834
31	KEEL KEEL INFRASTRUCTURE CORP	$13,642	0.0%	2,377
32	INFQ INFLEQTION INC	$11,482	0.0%	862
33	IMSR TERRESTRIAL ENERGY INC	$9,204	0.0%	1,300
34	ELE ELEMENTAL RTY CORP	$8,905	0.0%	508
35	KDK KODIAK AI INC.	$8,077	0.0%	1,590
36	SHAZ SHARONAI HOLDINGS INC	$7,619	0.0%	90
37	AVEX AEVEX CORP	$6,413	0.0%	307
38	AUGO AURA MINERALS INC	$5,477	0.0%	87
39	ASMB ASSEMBLY BIOSCIENCES INC	$4,891	0.0%	178
40	ALOY REALLOYS INC	$4,106	0.0%	284
41	CSIQ CANADIAN SOLAR INC	$2,387	0.0%	149
42	WSHP WESHOP HOLDINGS LTD	$1,753	0.0%	225
43	ANDG ANDERSEN GROUP INC	$1,660	0.0%	44
44	QMCO QUANTUM CORP	$1,166	0.0%	106
45	PALI PALISADE BIO INC	$1,152	0.0%	551
46	RLMD RELMADA THERAPEUTICS INC	$1,107	0.0%	160
47	XMAX XMAX INC	$1,054	0.0%	116
48	BLLN BILLIONTOONE INC	$840	0.0%	7
49	VGZ VISTA GOLD CORP	$804	0.0%	421
50	GILT GILAT SATELLITE NETWORKS LTD	$664	0.0%	50
51	IMMX IMMIX BIOPHARMA INC	$629	0.0%	61
52	TATT TAT TECHNOLOGIES LTD	$386	0.0%	8
53	KRNT KORNIT DIGITAL LTD	$276	0.0%	17
54	CHRN CHRONOSCALE CORP	$67	0.0%	3
55	CYPH CYPHERPUNK TECHNOLOGIES INC	$61	0.0%	100
56	GLAS GLASS HOUSE BRANDS INC	$52	0.0%	4
57	CVEO CIVEO CORP CDA	$35	0.0%	1
58	ELMT ELMET GROUP CO (THE)	$20	0.0%	1

Sold out in Q2 2026

held at the end of the prior quarter, gone now

Company	Value a quarter earlier	Shares a quarter earlier
BLCO	$1.8M	114,337
JKS	$395,101	15,549
MQ	$381,192	93,429
LGVN	$782	752
PRPL	$614	928
GTBP	$408	1,000
ARCC	$360	20
NIU	$324	112
GBLI	$27	1
FVRR	$2	—

Added to

#	Company	Value	% of portfolio	Shares	Change in shares
1	KLAC KLA CORP	$13.0B	0.6%	43.01M	Added (+877.1%)
2	AVGO BROADCOM INC	$54.5B	2.6%	144.36M	Added (+16.3%)
3	GOOG ALPHABET INC	$43.6B	2.1%	131.47M	Added (+21.1%)
4	UNH UNITEDHEALTH GROUP INC	$11.6B	0.6%	27.99M	Added (+132.9%)
5	NVDA NVIDIA CORPORATION	$205.3B	9.8%	1026.05M	Added (+3.2%)
6	AMD ADVANCED MICRO DEVICES INC	$14.8B	0.7%	25.56M	Added (+67.2%)
7	AAPL APPLE INC	$94.1B	4.5%	325.35M	Added (+5.8%)
8	INTC INTEL CORP	$13.2B	0.6%	94.43M	Added (+64.2%)
9	GOOGL ALPHABET INC	$89.6B	4.3%	250.71M	Added (+6.0%)
10	ASML ASML HLDG NV	$10.9B	0.5%	5.48M	Added (+74.0%)
11	PANW PALO ALTO NETWORKS INC	$6.8B	0.3%	20.05M	Added (+147.4%)
12	CRWD CROWDSTRIKE HLDGS INC	$6.0B	0.3%	7.85M	Added (+128.1%)
13	LLY ELI LILLY & CO	$34.1B	1.6%	28.46M	Added (+8.1%)
14	CAT CATERPILLAR INC	$6.2B	0.3%	5.78M	Added (+51.2%)
15	AMAT APPLIED MATLS INC	$6.7B	0.3%	9.27M	Added (+45.0%)
16	RBLX ROBLOX CORP	$4.3B	0.2%	79.72M	Added (+71.0%)
17	CVNA CARVANA CO	$2.2B	0.1%	33.60M	Added (+351.3%)
18	DDOG DATADOG INC	$5.2B	0.2%	19.76M	Added (+48.7%)
19	AMZN AMAZON COM INC	$87.2B	4.2%	365.66M	Added (+1.9%)
20	TMO THERMO FISHER SCIENTIFIC INC	$7.1B	0.3%	14.08M	Added (+30.7%)
21	BKNG BOOKING HOLDINGS INC	$1.7B	0.1%	9.52M	Added (+2878.0%)
22	TSLA TESLA INC	$16.7B	0.8%	39.77M	Added (+10.4%)
23	HD HOME DEPOT INC	$6.4B	0.3%	18.09M	Added (+31.8%)
24	DHR DANAHER CORP DEL	$5.6B	0.3%	29.54M	Added (+31.1%)
25	VTRS VIATRIS INC	$1.5B	0.1%	96.66M	Added (+482.7%)

Trimmed

#	Company	Value	% of portfolio	Shares	Change in shares
1	MRVL MARVELL TECHNOLOGY INC	$17.0B	0.8%	56.93M	Trimmed (-56.6%)
2	SNDK SANDISK CORP	$17.9B	0.9%	7.86M	Trimmed (-41.3%)
3	META META PLATFORMS INC	$54.0B	2.6%	95.90M	Trimmed (-17.8%)
4	MU MICRON TECHNOLOGY INC	$30.8B	1.5%	26.72M	Trimmed (-16.6%)
5	NFLX NETFLIX INC.	$9.7B	0.5%	135.94M	Trimmed (-33.6%)
6	COHR COHERENT CORP	$4.3B	0.2%	11.01M	Trimmed (-51.4%)
7	WDC WESTERN DIGITAL CORP	$16.8B	0.8%	25.98M	Trimmed (-17.8%)
8	LITE LUMENTUM HLDGS INC	$3.0B	0.1%	3.52M	Trimmed (-51.0%)
9	GEV GE VERNOVA INC	$19.0B	0.9%	16.15M	Trimmed (-12.6%)
10	BRK-B BERKSHIRE HATHAWAY INC DEL	$5.2B	0.2%	10.40M	Trimmed (-30.5%)
11	JPM JPMORGAN CHASE & CO	$8.6B	0.4%	26.30M	Trimmed (-16.3%)
12	ROKU ROKU INC	$733.6M	0.0%	5.31M	Trimmed (-68.8%)
13	MSFT MICROSOFT CORP	$69.4B	3.3%	185.96M	Trimmed (-2.2%)
14	APH AMPHENOL CORP	$12.4B	0.6%	70.57M	Trimmed (-11.2%)
15	BSX BOSTON SCIENTIFIC CORP	$2.0B	0.1%	45.70M	Trimmed (-38.4%)
16	MCK MCKESSON CORP	$1.6B	0.1%	2.13M	Trimmed (-40.9%)
17	GE GE AEROSPACE	$18.3B	0.9%	49.02M	Trimmed (-5.7%)
18	AXP AMERICAN EXPRESS CO	$2.0B	0.1%	6.01M	Trimmed (-35.2%)
19	HCA HCA HEALTHCARE INC	$636.5M	0.0%	1.63M	Trimmed (-62.9%)
20	SNPS SYNOPSYS INC	$2.7B	0.1%	5.99M	Trimmed (-28.4%)
21	CIEN CIENA CORP	$9.4B	0.4%	19.11M	Trimmed (-9.9%)
22	ECHO ECHOSTAR CORP	$294.2M	0.0%	2.55M	Trimmed (-77.3%)
23	LRN STRIDE INC	$9.6M	0.0%	8,604	Trimmed (-99.0%)
24	CEG CONSTELLATION ENERGY CORP	$1.6B	0.1%	6.54M	Trimmed (-35.8%)
25	SNOW SNOWFLAKE INC	$2.1B	0.1%	7.65M	Trimmed (-28.8%)

Where all the funds moved together. Which companies the tracked funds crowded into or left together this quarter — and how that compares with the quarters before — is in Research Pro. See plans

Fidelity (FMR) — questions

What does Fidelity (FMR) own?: Its largest US-listed positions at the end of Q2 2026: NVDA (9.8%), AAPL (4.5%), GOOGL (4.3%), AMZN (4.2%), MSFT (3.3%).
What did Fidelity (FMR) buy in Q2 2026?: New positions: SPCX, CBRS, HONA, FDXF, AVLN, KLRA, INIO, LCLN. It added to 1696 existing positions.
What did Fidelity (FMR) sell in Q2 2026?: It sold out of BLCO, JKS, MQ, LGVN, PRPL, GTBP, ARCC, NIU and trimmed 1171 positions.
When did Fidelity (FMR) file its latest 13F?: On 2026-08-13, for the quarter ended 2026-06-30. 13F filings are due 45 days after each quarter ends.

How these figures are read: methodology · EquiReason.

Important information. Holdings on this page are taken from Form 13F filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. 13F filings are reported up to 45 days after quarter end, list only long positions in certain U.S.-listed securities, and may not reflect the manager's current holdings. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.