Fidelity Series Opportunistic Insights Fund

Fidelity Contrafund · Series S000039220 · 1 share classes

Equity fund · 96% stocks
One fund, 1 share classes:FVWSX
$13.38B NAV
456 positions · as of 2026-03-31 · filed 2026-05-26
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

Fidelity Series Opportunistic Insights Fund seeks capital appreciation.

Strategy · summarised

The fund invests primarily in common stocks of companies whose value the manager believes is not fully recognized by the public, using fundamental analysis of financial condition, industry position, and market conditions to identify opportunities among both growth and value stocks in domestic and foreign markets.

Expenses
0.00%one share class
Share classExpense ratio
FVWSX0.00%

Portfolio turnover 49.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.29%
of net assets
Stocks96.16%
Cash & short-term4.12%
Bonds0.00%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 75 new71 exited

Largest new: COP, IR, ODFL, CVX, GSK PLC, FDX, ASML HOLDING NV, CANVA INC

Largest exited: TDG, TMUS, CYBER-ARK SOFTWARE LTD (ISRAEL), X.AI HOLDINGS CORP, CANVA AUSTRALIA HOLDINGS PTY LTD, AR, OWL, KRC

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-03-31

Avg coupon
0.15%
Avg maturity
0.75 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPNVDA9.43%$1.26B
META PLATFORMS INCMETA8.53%$1.14B
ALPHABET INCGOOGL4.47%$598.62M
AMAZON.COM INCAMZN4.19%$560.63M
Fidelity Revere Street Trust3.77%$504.74M
MICROSOFT CORPMSFT2.80%$374.62M
BERKSHIRE HATHAWAY INC DELBRK/A2.69%$360.51M
NETFLIX INCNFLX2.66%$356.17M
ALPHABET INCGOOG2.20%$294.06M
ELI LILLY and COLLY1.91%$255.84M
Showing 10 of 456Sign in to see more

Top 10 positions are 42.65% of net assets, top 25 59.57%, across 416 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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