At $157.8 billion, FCNTX's scale forces it into mega-caps, with six tech giants alone consuming 35% of the portfolio.
Arista Networks (ANET) and Amphenol (APH) deliver the fund's real contrarian edge, returning 795% and 370% over five years.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and FCNTX didn't make the cut. Grab the names FREE today.
Fidelity Contrafund's contrarian pitch runs into a $157.8 billion problem: the fund is so big that its bets against the crowd often are the crowd.
Fidelity Contrafund (NASDAQ:FCNTX) is an actively managed large-cap growth mutual fund whose 428 positions mix mega-cap tech, a few defensive value names, and a rare slate of private-market stakes. As of the fund's March 31, 2026 NPORT filing, the top 10 holdings represent 45.66% of net ***** ets, and the combined Meta, Nvidia, Amazon, Microsoft, Apple, and Alphabet stack alone accounts for 34.65% of the portfolio. That is broad-market leadership wearing an active manager's badge.
#fcntx #alone #Portfolio
Arista Networks (ANET) and Amphenol (APH) deliver the fund's real contrarian edge, returning 795% and 370% over five years.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and FCNTX didn't make the cut. Grab the names FREE today.
Fidelity Contrafund's contrarian pitch runs into a $157.8 billion problem: the fund is so big that its bets against the crowd often are the crowd.
Fidelity Contrafund (NASDAQ:FCNTX) is an actively managed large-cap growth mutual fund whose 428 positions mix mega-cap tech, a few defensive value names, and a rare slate of private-market stakes. As of the fund's March 31, 2026 NPORT filing, the top 10 holdings represent 45.66% of net ***** ets, and the combined Meta, Nvidia, Amazon, Microsoft, Apple, and Alphabet stack alone accounts for 34.65% of the portfolio. That is broad-market leadership wearing an active manager's badge.
#fcntx #alone #Portfolio
2 months ago
