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Fidelity OTC K6 Portfolio

Filed by Fidelity Securities Fund. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
83
matched to a ticker
Fund size
$3.7B
the filing's own figure
Matched value
$3.4B
of the positions below
As of
2026-07-31
S000065698

What it holds

Largest share of the fund first.

Company% of fundValue
NVDANVIDIA Corp13.88%$510.1M
AAPLApple Inc12.09%$444.1M
GOOGLAlphabet Inc9.50%$349M
AMZNAmazon.com Inc8.40%$308.6M
MSFTMicrosoft Corp6.08%$223.3M
GOOGAlphabet Inc4.76%$174.9M
AVGOBroadcom Inc3.86%$141.8M
TSMTaiwan Semiconductor Manufacturing Co Ltd2.88%$106M
MUMicron Technology Inc2.25%$82.8M
METAMeta Platforms Inc2.22%$81.6M
AMDAdvanced Micro Devices Inc1.97%$72.4M
TSLATesla Inc1.61%$59M
DDOGDatadog Inc (Pre-Reincorporation)1.37%$50.2M
INTCIntel Corp1.31%$48.2M
PANWPalo Alto Networks Inc1.09%$40M
ALNYAlnylam Pharmaceuticals Inc1.06%$38.9M
ARGXargenx SE0.99%$36.5M
NFLXNetflix Inc0.93%$34.2M
LRCXLam Research Corp0.91%$33.6M
CRWDCrowdStrike Holdings Inc0.84%$31M
SHOPShopify Inc0.74%$27.1M
GEVGE Vernova Inc0.72%$26.6M
AMATApplied Materials Inc0.71%$25.9M
MRNAModerna Inc0.70%$25.8M
ANETArista Networks Inc0.67%$24.5M
GILDGilead Sciences, Inc0.65%$23.9M
MRVLMarvell Technology Inc0.61%$22.4M
PLTRPalantir Technologies Inc0.58%$21.3M
MTSIMACOM Technology Solutions Holdings Inc0.52%$19.2M
QQQInvesco QQQ Trust, Series 10.50%$18.4M
CYTKCytokinetics Inc0.42%$15.6M
AAAlcoa Corp0.40%$14.8M
MNSTMonster Beverage Corp0.40%$14.6M
APHAmphenol Corp0.39%$14.5M
KLACKLA Corp0.39%$14.4M
STLDSteel Dynamics Inc0.37%$13.7M
DPZDomino's Pizza Inc0.31%$11.5M
VSTVistra Corp0.30%$10.9M
NRGNRG Energy Inc0.28%$10.3M
MTArcelorMittal SA0.27%$10M
CDNSCadence Design Systems Inc0.24%$8.6M
JPMJPMorgan Chase & Co0.22%$8M
EQIXEquinix Inc0.20%$7.4M
BACBank of America Corp0.20%$7.2M
COSTCostco Wholesale Corp0.19%$7.1M
CEGConstellation Energy Corp0.19%$7.1M
COGTCogent Biosciences Inc0.18%$6.5M
ILMNIllumina Inc0.16%$5.8M
CSCOCisco Systems Inc0.14%$5.3M
ADIAnalog Devices Inc0.14%$5.2M
BSXBoston Scientific Corp0.13%$4.8M
FNVFranco-Nevada Corp0.11%$4M
TERTeradyne Inc0.11%$3.9M
ADSKAutodesk Inc0.10%$3.8M
MPWRMonolithic Power Systems Inc0.10%$3.7M
INSMInsmed Inc0.09%$3.4M
ODFLOld Dominion Freight Line Inc0.09%$3.4M
RMBSRambus Inc0.07%$2.5M
SNDKSandisk Corp0.07%$2.4M
DUOLDuolingo Inc0.06%$2.4M
SNPSSynopsys Inc0.06%$2.4M
GLWCorning Inc0.06%$2.2M
DHRDanaher Corp0.06%$2.1M
MARMarriott International Inc0.04%$1.5M
CSXCSX Corp0.03%$1.2M
MELIMercadoLibre Inc0.03%$1.1M
LULULululemon Athletica Inc0.03%$994.8K
WDCWestern Digital Corp0.03%$942K
FANGDiamondback Energy Inc0.03%$930.3K
MDLZMondelez International Inc0.02%$848.7K
CHTRCharter Communications Inc0.02%$789.1K
APPFAppfolio Inc0.02%$708.3K
SWKSSkyworks Solutions Inc0.01%$485.3K
ISRGIntuitive Surgical Inc0.01%$384.1K
LITELumentum Holdings Inc0.01%$357K
ADBEAdobe Inc0.01%$251.2K
ABNBAirbnb Inc0.01%$221.4K
MCOMoody's Corp0.01%$209.1K
ELANElanco Animal Health Inc0.00%$169.3K
IONSIonis Pharmaceuticals Inc0.00%$120.5K
SPGIS&P Global Inc0.00%$56K
TWLOTwilio Inc0.00%$24.1K
MBGLMobility Global Inc0.00%$2.8K

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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