FMR LLCFMR LLC

Institutional investor · Portfolio as of Q4 2024

Top Holdings5,528 positions

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Activity:

NVIDIA CORPORATION

1B$134.9B8.0%$5.68+2258.22%
22 qtrssince 2019-Q3
Increased
62

APPLE INC

341.6M$85.6B5.1%$92.45+168.92%
22 qtrssince 2019-Q3
Decreased
0

MICROSOFT CORP

197.5M$83.3B5.0%$151.14+175.09%
22 qtrssince 2019-Q3
Decreased
0

META PLATFORMS INC

136.3M$79.8B4.8%$199.54+191.76%
22 qtrssince 2019-Q3
Decreased
0

AMAZON COM INC

328.5M$72.1B4.3%$100.08+119.21%
22 qtrssince 2019-Q3
Increased
59

ALPHABET INC

248.4M$47B2.8%$80.91+132.59%
22 qtrssince 2019-Q3
Increased
60

ELI LILLY & CO

30.5M$23.6B1.4%$184.46+313.42%
22 qtrssince 2019-Q3
Decreased
0

BERKSHIRE HATHAWAY INC DEL

33,517$22.8B1.4%$324,149.58+109.20%
22 qtrssince 2019-Q3
Increased
50

ALPHABET INC

118M$22.5B1.3%$78.22+142.04%
22 qtrssince 2019-Q3
Increased
52

BROADCOM INC

93.3M$21.6B1.3%$111.84+104.31%
22 qtrssince 2019-Q3
Increased
52

NETFLIX INC.

20.9M$18.6B1.1%$29.28+204.42%
22 qtrssince 2019-Q3
Increased
51

VISA INC

55.5M$17.5B1.0%$184.48+69.09%
22 qtrssince 2019-Q3
Decreased
0

EXXON MOBIL CORP

146.1M$15.7B0.9%$60.44+68.30%
22 qtrssince 2019-Q3
Decreased
0

UNITEDHEALTH GROUP INC

30.1M$15.2B0.9%$207.14+133.72%
22 qtrssince 2019-Q3
Decreased
0

MARVELL TECHNOLOGY INC

130M$14.4B0.9%$56.77+93.63%
15 qtrssince 2021-Q2
Decreased
0

WELLS FARGO & CO

203M$14.3B0.9%$39.26+72.27%
22 qtrssince 2019-Q3
Increased
47

TESLA INC

34.7M$14B0.8%$191.19+111.22%
22 qtrssince 2019-Q3
Increased
60

BOSTON SCIENTIFIC CORP

132.4M$11.8B0.7%$45.44+96.58%
22 qtrssince 2019-Q3
Decreased
0

MASTERCARD INCORPORATED

22.3M$11.7B0.7%$291.91+78.21%
22 qtrssince 2019-Q3
Increased
47
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MANUFAC

58.5M$11.6B0.7%$100.38+92.61%
22 qtrssince 2019-Q3
Increased
47
$1.7T
AUM
5,528
Positions
Q4 2024
Filing
HI score · 4.5/5
Quarterly 13F Value Change
-3%Q3'23$1.2T+13%Q4'23$1.3T+14%Q1'24$1.5T+5%Q2'24$1.6T+5%Q3'24$1.6T+2%Q4'24$1.7T
Activity profile
$ moved · Q4'24
New5%Increased46%Decreased45%Exited4%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.0 years
<1Q9%1-4Q0%1-2Y0%2Y+91%

FMR LLC manages $1.7T across 5528 positions as of Q4 2024. Top holdings: NVDA (8.0%), AAPL (5.1%), MSFT (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.

Q4 2024 Summary

Active quarter - 501 new positions, 457 exits, 2762 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $1.7T across 5528 positions.

Top holdings by portfolio weight

Total AUM$1.7T
NVDA8.05%
AAPL5.11%
MSFT4.97%
META4.76%
AMZN4.30%
GOOGL2.81%
LLY1.41%
BRK/A1.36%
GOOG1.34%
AVGO1.29%
Other1.11%

Portfolio allocation by GICS sector

Sectors11
Technology31.15%
Financial Services12.04%
Communication Services12.01%
Consumer Cyclical11.15%
Healthcare9.95%
Industrials7.36%
Unknown5.08%
Consumer Defensive3.21%
Energy2.81%
Basic Materials1.80%
Other3.43%

Behavioral investing profile

7-dimension, SEC 13F-derived research score
Elite(4.5 / 5.0)
Holdings P&L49
Conviction41
Concentration51
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

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7Q
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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