Titelia

Holdings of Fidelity Capital and Income Fund

Fidelity Summer Street Trust ·70 declared positions · as of Apr 30, 2026

Original filing · Net assets 15.6B $ · Ten largest lines: 52 % of the equity sleeve

Sector breakdown

  • Technology 30.9 %
  • Industrials 20.7 %
  • Communication 9.9 %
  • Financials 9.9 %
  • Utilities 3.9 %
  • Consumer staples 0.7 %
  • Health care 0.5 %
  • Materials 0.4 %
  • Consumer discretionary 0.2 %
  • Unattributed 23.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.2 %
  • CAD 0.6 %
  • EUR 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.7 %
  • TW 5.7 %
  • IE 1.1 %
  • CA 0.6 %
  • IL 0.3 %
  • NL 0.3 %
  • FR 0.2 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US633.6B $91.68 %
2TW1226.2M $5.71 %
3IE145.1M $1.14 %
4CA123.7M $0.60 %
5IL113.6M $0.34 %
6NL112.8M $0.32 %
7FR16.3M $0.16 %
8KY11.6M $0.04 %

Positions

RankCompanySharesValueWeight
1Fidelity Private Credit Central Fund LLC 38,033,001356.2M $2.28 %
2Comfort Systems USA Inc 164,000301.8M $1.93 %
3NVIDIA Corp 1,435,300286.4M $1.83 %
4Alphabet Inc 597,400229.9M $1.47 %
5Taiwan Semiconductor Manufacturing Co Ltd 571,000226.2M $1.45 %
6Meta Platforms Inc 266,600163.1M $1.04 %
7Vertiv Holdings Co 414,400136.1M $0.87 %
8EMCOR Group Inc 142,500127.1M $0.81 %
9IES Holdings Inc 194,700125.4M $0.80 %
10Micron Technology Inc 206,000106.5M $0.68 %
11Nextpower Inc 876,300104.4M $0.67 %
12Vistra Corp 636,300100.4M $0.64 %
13EchoStar Corp 769,30094.7M $0.61 %
14Microsoft Corp 227,40092.7M $0.59 %
15Eaton Corp PLC 206,30089.3M $0.57 %
16Apollo Global Management Inc 610,30078.6M $0.50 %
17TopBuild Corp 174,90077.4M $0.50 %
18Visa Inc 227,70075.1M $0.48 %
19KLA Corp 42,50074.4M $0.48 %
20Trane Technologies PLC 149,50073.6M $0.47 %
21ON Semiconductor Corp 692,40369.8M $0.45 %
22Arista Networks Inc 384,00066.3M $0.42 %
23Arthur J Gallagher & Co 303,67962.7M $0.40 %
24Constellation Energy Corp. 172,90054.1M $0.35 %
25Parker-Hannifin Corp 58,90053.6M $0.34 %
26Coherent Corp 154,50049.4M $0.32 %
27Mastercard Inc 92,50046.5M $0.30 %
28Marvell Technology Inc 273,60045.2M $0.29 %
29nVent Electric PLC 315,90045.1M $0.29 %
30MKS Inc 155,90044.2M $0.28 %
31Boyd Gaming Corp 453,87339.5M $0.25 %
32Construction Partners Inc 285,70035.3M $0.23 %
33OneMain Holdings Inc 569,20033.5M $0.21 %
34Eagle Materials Inc 142,00029.8M $0.19 %
35Palantir Technologies Inc 213,70029.7M $0.19 %
36US Foods Holding Corp 310,20029M $0.19 %
37API Group Corp 545,50024.9M $0.16 %
38Shopify Inc 195,10023.7M $0.15 %
39Uber Technologies Inc 304,10022.7M $0.15 %
40Terawulf Inc 952,30020.7M $0.13 %
41Tenet Healthcare Corp 105,09818.6M $0.12 %
42Ares Management Corp 145,10017M $0.11 %
43AppLovin Corp 37,70016.8M $0.11 %
44Moody's Corp 33,90015.7M $0.10 %
45Fair Isaac Corp 14,10014.5M $0.09 %
46Martin Marietta Materials Inc 23,30014.4M $0.09 %
47Simpson Manufacturing Co Inc 75,30014.4M $0.09 %
48WillScot Holdings Corp 610,10013.8M $0.09 %
49Monday.com Ltd 206,90013.6M $0.09 %
50NXP Semiconductors NV 43,50012.8M $0.08 %
51Carlisle Cos Inc 35,20012.5M $0.08 %
52Wolfspeed Inc 353,44010.4M $0.07 %
53James Hardie Industries PLC 489,90010.3M $0.07 %
54Celsius Holdings Inc 238,1008M $0.05 %
55LVMH Moet Hennessy Louis Vuitton SE 11,8006.3M $0.04 %
56GTT COMMUNICATIONS INC 85,4873.4M $0.02 %
57Medline Inc 61,7002.7M $0.02 %
58STUDIO CITY INTERNATIONAL HOLDINGS LTD 695,7001.6M $0.01 %
59UNIT CORP 37,9781.3M $0.01 %
60California Resources Corp 17,7801.2M $0.01 %
61PJT Partners Inc 5,092777.8K $0.01 %
62Portland General Electric Co 14,817769.4K $0.00 %
63Fidelity Private Credit Company II LLC 60,000600K $0.00 %
64SPIRIT AVIATION HOLDINGS INC 265,711372K $0.00 %
65Expand Energy Corp 1,693172.9K $0.00 %
66ELAH HOLDINGS INC 90611.6K $0.00 %
67Encompass Health Corp 343.4K $
68iHeartMedia Inc 104620.9 $
69Enhabit Inc 17233.6 $
70FORBES ENERGY SVCS LTD 193,2181.9 $