Holdings of GEODE CAPITAL MANAGEMENT, LLC
3862 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 32.9 % of the equity sleeve
Sector breakdown
- Technology 29.8 %
- Financials 10.8 %
- Communication 9.5 %
- Consumer discretionary 8.9 %
- Health care 8.4 %
- Industrials 7.8 %
- Consumer staples 4.6 %
- Energy 2.8 %
- Utilities 2.4 %
- Real estate 1.6 %
- Materials 1.6 %
- Unattributed 11.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- KY 0.0 %
- IL 0.0 %
- TW 0.0 %
- NL 0.0 %
- HK 0.0 %
- CN 0.0 %
- PE 0.0 %
- GB 0.0 %
- DK 0.0 %
- FR 0.0 %
- KZ 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3,752 | 1.5T $ | 99.88 % |
| 2 | KY | 42 | 753.3M $ | 0.05 % |
| 3 | IL | 4 | 321.7M $ | 0.02 % |
| 4 | TW | 1 | 258.7M $ | 0.02 % |
| 5 | NL | 3 | 115.9M $ | 0.01 % |
| 6 | HK | 1 | 85.8M $ | 0.01 % |
| 7 | CN | 4 | 68.8M $ | 0.00 % |
| 8 | PE | 1 | 39.5M $ | 0.00 % |
| 9 | GB | 12 | 26.1M $ | 0.00 % |
| 10 | DK | 2 | 18.4M $ | 0.00 % |
| 11 | FR | 5 | 17.3M $ | 0.00 % |
| 12 | KZ | 1 | 12.6M $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 501 | Ovintiv Inc | 5,365,367 | 318.6M $ | |
| 502 | Trade Desk Inc/The | 13,988,728 | 316.6M $ | |
| 503 | Teva Pharmaceutical Industries Ltd | 10,564,988 | 316.3M $ | |
| 504 | Pinnacle West Capital Corp. | 3,134,043 | 315.2M $ | |
| 505 | East West Bancorp Inc | 2,932,701 | 315.2M $ | |
| 506 | Skyworks Solutions Inc | 5,835,936 | 313.5M $ | |
| 507 | Jones Lang LaSalle Inc | 1,024,152 | 311.7M $ | |
| 508 | Evercore Inc | 1,043,338 | 311.5M $ | |
| 509 | DT Midstream Inc | 2,310,954 | 311.3M $ | |
| 510 | GoDaddy Inc | 3,776,504 | 311.1M $ | |
| 511 | TTM Technologies Inc | 3,156,185 | 309.5M $ | |
| 512 | BJ's Wholesale Club Holdings Inc | 3,143,373 | 309.4M $ | |
| 513 | Solventum Corp | 4,752,260 | 309.3M $ | |
| 514 | Coca-Cola Consolidated Inc | 1,607,659 | 308.3M $ | |
| 515 | Sea Ltd | 3,773,710 | 308M $ | |
| 516 | ITT Inc | 1,613,496 | 307.5M $ | |
| 517 | Old Republic International Corp | 7,685,979 | 307M $ | |
| 518 | Align Technology Inc | 1,790,704 | 306.5M $ | |
| 519 | Assurant Inc | 1,406,786 | 305.9M $ | |
| 520 | Ionis Pharmaceuticals Inc | 3,984,332 | 305.2M $ | |
| 521 | American Healthcare REIT Inc | 6,190,551 | 304.9M $ | |
| 522 | Permian Resources Corp | 14,225,150 | 303.4M $ | |
| 523 | HEICO Corp | 1,437,232 | 302.6M $ | |
| 524 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 1,359,534 | 302M $ | |
| 525 | Sun Communities Inc | 2,385,877 | 299.7M $ | |
| 526 | Service Corp International/US | 3,614,869 | 298.3M $ | |
| 527 | Equity LifeStyle Properties Inc | 4,778,105 | 298.3M $ | |
| 528 | Generac Holdings Inc | 1,524,753 | 297.3M $ | |
| 529 | Five Below Inc | 1,288,841 | 295.4M $ | |
| 530 | UDR Inc | 8,754,952 | 294.7M $ | |
| 531 | Stanley Black & Decker Inc | 4,151,262 | 294.5M $ | |
| 532 | Reliance Inc | 969,742 | 293.9M $ | |
| 533 | Gen Digital Inc | 15,562,127 | 292.1M $ | |
| 534 | Zscaler Inc | 2,086,910 | 292M $ | |
| 535 | TALEN ENERGY CORP | 909,910 | 290.6M $ | |
| 536 | TD SYNNEX Corp | 1,708,847 | 289.8M $ | |
| 537 | Camden Property Trust | 2,947,698 | 287.4M $ | |
| 538 | Dynatrace Inc | 7,756,964 | 286.9M $ | |
| 539 | Reinsurance Group of America Inc | 1,401,320 | 286.2M $ | |
| 540 | Donaldson Co Inc | 3,331,874 | 282.8M $ | |
| 541 | Dycom Industries Inc | 830,479 | 281.4M $ | |
| 542 | Neurocrine Biosciences Inc | 2,136,672 | 280.8M $ | |
| 543 | Zebra Technologies Corp | 1,339,789 | 279.1M $ | |
| 544 | Medline Inc | 6,258,272 | 278.6M $ | |
| 545 | Arrowhead Pharmaceuticals Inc | 4,278,828 | 274.5M $ | |
| 546 | Astera Labs Inc | 2,508,264 | 274.2M $ | |
| 547 | J M Smucker Co/The | 2,841,104 | 273.5M $ | |
| 548 | Modine Manufacturing Co | 1,256,632 | 272.4M $ | |
| 549 | Clean Harbors Inc | 945,892 | 271.3M $ | |
| 550 | SS&C Technologies Holdings Inc | 4,001,125 | 269.6M $ | |
| 551 | Rambus Inc | 3,124,495 | 268.8M $ | |
| 552 | Elanco Animal Health Inc | 11,192,404 | 267.9M $ | |
| 553 | Lattice Semiconductor Corp | 2,877,712 | 267M $ | |
| 554 | Bio-Techne Corp | 5,112,420 | 266.8M $ | |
| 555 | Watts Water Technologies Inc | 918,925 | 266.8M $ | |
| 556 | Okta Inc | 3,386,885 | 265.9M $ | |
| 557 | News Corp | 10,682,445 | 265.6M $ | |
| 558 | Roku Inc | 2,780,900 | 263.5M $ | |
| 559 | Penumbra Inc | 795,448 | 261.3M $ | |
| 560 | BorgWarner Inc | 4,806,106 | 260.8M $ | |
| 561 | A O Smith Corp | 3,939,106 | 259.4M $ | |
| 562 | RPM International Inc | 2,611,305 | 258.9M $ | |
| 563 | Taiwan Semiconductor Manufacturing Co Ltd | 765,376 | 258.7M $ | |
| 564 | Allison Transmission Holdings Inc | 2,204,268 | 258.1M $ | |
| 565 | Carlisle Cos Inc | 774,776 | 257.8M $ | |
| 566 | InterDigital Inc | 852,462 | 257.5M $ | |
| 567 | Revvity Inc | 2,937,122 | 256.9M $ | |
| 568 | WESCO International Inc | 938,251 | 256.8M $ | |
| 569 | CareTrust REIT Inc | 6,981,637 | 255.9M $ | |
| 570 | Guidewire Software Inc | 1,708,372 | 255.6M $ | |
| 571 | Affirm Holdings Inc | 5,522,772 | 252.4M $ | |
| 572 | SPX Technologies Inc | 1,255,732 | 251.1M $ | |
| 573 | Argan Inc | 459,303 | 250.2M $ | |
| 574 | CACI International Inc | 459,593 | 250M $ | |
| 575 | TransUnion | 3,612,404 | 249.3M $ | |
| 576 | Tradeweb Markets Inc | 2,119,930 | 248.7M $ | |
| 577 | Carlyle Group Inc/The | 5,149,123 | 248.6M $ | |
| 578 | Onto Innovation Inc | 1,211,014 | 248.4M $ | |
| 579 | Performance Food Group Co | 2,896,624 | 248.2M $ | |
| 580 | FactSet Research Systems Inc | 1,142,335 | 247.5M $ | |
| 581 | Dick's Sporting Goods Inc | 1,243,809 | 245.9M $ | |
| 582 | Fluor Corp | 4,999,116 | 245.6M $ | |
| 583 | Regal Rexnord Corp | 1,304,265 | 244.3M $ | |
| 584 | HubSpot Inc | 1,003,295 | 244.3M $ | |
| 585 | Manhattan Associates Inc | 1,813,236 | 243.4M $ | |
| 586 | Federal Realty Investment Trust | 2,292,435 | 243.1M $ | |
| 587 | IonQ Inc | 8,440,065 | 242.9M $ | |
| 588 | Unum Group | 3,323,897 | 242.8M $ | |
| 589 | Fidelity National Financial Inc | 5,215,751 | 241.3M $ | |
| 590 | Pinnacle Financial Partners Inc | 2,793,169 | 239.9M $ | |
| 591 | Chart Industries Inc | 1,158,622 | 239.6M $ | |
| 592 | Jackson Financial Inc | 2,181,568 | 239.4M $ | |
| 593 | Applied Industrial Technologies Inc | 900,628 | 239M $ | |
| 594 | Antero Resources Corp | 5,629,099 | 239M $ | |
| 595 | Madrigal Pharmaceuticals Inc | 455,870 | 238.7M $ | |
| 596 | Toast Inc | 8,985,342 | 237.6M $ | |
| 597 | CoreWeave Inc | 3,077,907 | 237.5M $ | |
| 598 | Watsco Inc | 654,030 | 237.5M $ | |
| 599 | Rocket Cos Inc | 16,660,509 | 236.8M $ | |
| 600 | Builders FirstSource Inc | 2,884,519 | 236.6M $ |