GEODE CAPITAL MANAGEMENT, LLC

CIK
1214717
City
BOSTON
State / Country
MA

Top Portfolio Positions

4,395 positions · $1,555,689,241,313 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
601,327,167 $104,871,457,924 6.74%
AAPL
Apple Inc.
Technology
368,616,954 $93,551,296,755 6.01%
MSFT
Microsoft Corp
Technology
188,501,918 $69,777,754,985 4.49%
AMZN
Amazon Com Inc
Consumer Cyclical
233,228,057 $48,574,407,431 3.12%
GOOGL
Alphabet Inc.
Communication Services
151,888,094 $43,676,940,310 2.81%
AVGO
Broadcom Inc.
Technology
114,280,922 $35,371,088,167 2.27%
META
Meta Platforms, Inc.
Communication Services
54,165,192 $30,989,531,298 1.99%
TSLA
Tesla, Inc.
Consumer Cyclical
68,003,110 $25,280,156,142 1.63%
LLY
ELI LILLY & Co
Healthcare
20,191,864 $18,571,870,750 1.19%
JPM
Jpmorgan Chase & Co
Financial Services
62,550,814 $18,399,947,446 1.18%

Portfolio Trend

52 quarters · across all stocks

Holdings in ORLY

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,269,144,572 24,581,785
2025-12-31 $2,201,854,730 24,140,497
2025-09-30 $2,562,385,063 23,767,601
2025-06-30 $2,134,198,003 23,679,108
2025-03-31 $146,557,180 1,534,545
2024-12-31 $117,212,169 1,482,698
2024-09-30 $113,560,454 1,479,166
2024-06-30 $102,440,002 1,455,031
2024-03-31 $106,195,143 1,411,068
2023-12-31 $87,227,714 1,377,163
2023-09-30 $83,729,318 1,381,884
2023-06-30 $84,482,063 1,326,526
2023-03-31 $84,295,443 1,489,353
2022-12-31 $82,329,660 1,463,152
2022-09-30 $68,872,125 1,468,802
2022-06-30 $62,399,643 1,481,568
2022-03-31 $66,955,935 1,466,274
2021-12-31 $67,274,763 1,428,885
2021-09-30 $58,480,797 1,435,559
2021-06-30 $52,699,722 1,396,119
2021-03-31 $45,784,430 1,353,900
2020-12-31 $40,518,546 1,342,950
2020-09-30 $39,722,791 1,292,273
2020-06-30 $36,103,089 1,284,291
2020-03-31 $25,724,842 1,281,756