Fidelity Series Opportunistic Insights Fund

Fidelity Contrafund · Series S000039220 · 1 share classes

Equity fund · 97% stocks
One fund, 1 share classes:FVWSX
$15.39B NAV
462 positions · as of 2026-06-30 · filed 2026-08-24
data updated 2026-09-08

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 Q2

100.35%
of net assets
Stocks96.74%
Cash & short-term3.61%
Bonds0.00%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 75 new69 exited

Largest new: SPACE EXPLORATION TECHNOLOGIES CORP, CEREBRAS SYSTEMS INC, RMBS, FLEX LTD, LASERTEC CORP, COGT, CBRS, BTSG

Largest exited: SPACE EXPLORATION TECHNOLOGIES CORP ×4, CEREBRAS SYSTEMS INC, SPOTIFY TECHNOLOGY SA, BYD CO LTD, DLTR

Return profile

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

1-year
+34.54%
3-year
+112.45%
5-year
+100.61%
Volatility
15.14%
Worst 3-yr fall
-9.00%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are 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 2026-06-30

Avg coupon
0.15%
Avg maturity
0.50 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 CORPNVDA9.36%$1.44B
META PLATFORMS INCMETA6.34%$975.23M
SPACE EXPLORATION TECHNOLOGIES CORP5.16%$794.36M
ALPHABET INCGOOGL5.09%$783.79M
AMAZON.COM INCAMZN4.22%$650.01M
Fidelity Revere Street Trust3.21%$494.09M
BERKSHIRE HATHAWAY INC DELBRK/A2.44%$375.92M
ELI LILLY and COLLY2.35%$362.17M
ALPHABET INCGOOG2.35%$361.99M
GE VERNOVA INCGEV2.20%$339.06M
Showing 10 of 462Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 42.74% of net assets, top 25 60.78%, across 419 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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