GEODE CAPITAL MANAGEMENT, LLC

SEC CIK
0001214717

Q3 2021 vs. Q2 2021

Positions are compared by share count, long positions only.

All holdings in Q3 2021All holdings in Q2 2021

GEODE CAPITAL MANAGEMENT, LLC: Q2 2021 compared with Q3 2021
MeasureQ2 2021Q3 2021Change
Positions4,7164,856+140
Total value$725.8B$742.82B+$17.02B (+2.3%)

New positions (274)

Held at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 274 by value.

GEODE CAPITAL MANAGEMENT, LLC: new positions in Q3 2021
SecurityClassShares, Q3 2021Value, Q3 2021% of portfolio, Q3 2021
GEGE AEROSPACE COM NEWStock17,160,629$1.76B0.24%
BBWIBATH & BODY WORKS INCCOM4,874,956$306.48M0.04%
LCIDLUCID GROUP INCCOM5,653,525$143.49M0.02%
WOLFWOLFSPEED INC COMStock1,479,967$119.48M0.02%
PATHUIPATH INC CL AStock2,073,597$109.09M0.01%
GXOGXO LOGISTICS INCORPORATED COMMON STOCKStock1,187,554$93.15M0.01%
MANDIANT INC COM562662106Stock3,814,531$67.9M0.01%
VSXYVICTORIAS SECRET AND COCOMMON STOCK892,100$49.3M0.01%
OWLBLUE OWL CAPITAL INCCOM CL A2,176,904$33.87M0.00%
MATTERPORT INC577096100COM CL A1,683,732$31.84M0.00%
DOCSDOXIMITY INCCL A394,274$31.82M0.00%
LSPDLIGHTSPEED COMMERCE INCSUB VTG SHS256,564$24.57M0.00%
ALITALIGHT INCCOM CL A1,986,023$22.8M0.00%
SLVMSYLVAMO CORPCOMMON STOCK689,218$22.46M0.00%
HOODROBINHOOD MKTS INC COM CL AStock526,838$22.17M0.00%
JOBYJOBY AVIATION INCCOMMON STOCK2,151,544$21.64M0.00%
VALVALARIS LTDCL A539,006$18.8M0.00%
ENVXENOVIX CORPORATIONCOM919,740$17.37M0.00%
CANO HEALTH INC13781Y103COM CL A1,365,827$17.32M0.00%
POWERSCHOOL HOLDINGS INC73939C106COM CL A651,995$16.05M0.00%
RYANRYAN SPECIALTY HOLDINGS INCCL A470,793$15.95M0.00%
SSENTINELONE INCCL A295,387$15.82M0.00%
IVVDINVIVYD INCCOM372,031$15.71M0.00%
MVSTMICROVAST HOLDINGS INCCOM1,907,519$15.68M0.00%
FIGSFIGS INCCL A408,511$15.17M0.00%
FARADAY FUTRE INTLGT ELCTR I307359109COM1,533,580$14.48M0.00%
CONFLUENT INC20717M103CLASS A COM236,173$14.09M0.00%
HIPOHIPPO HLDGS INCCOMMON STOCK2,991,238$14M0.00%
NENoble CorpEquities471,525$12.76M0.00%
PAYCOR HCM INC70435P102COM348,377$12.25M0.00%
CNMCORE & MAIN INCCL A433,119$11.35M0.00%
DOMA HOLDINGS IN25703A104COMMON STOCK1,429,964$10.58M0.00%
HLMNHILLMAN SOLUTIONS CORPCOM877,424$10.47M0.00%
OLAPLEX HLDGS INC679369108COM475,000$10.41M0.00%
ASTRA SPACE INC COM CL A04634X103Common Stock1,162,901$10.11M0.00%
MOMOHELLO GROUP INCADS958,495$10.09M0.00%
ECVTECOVYST INCCOM850,213$9.91M0.00%
PECOPHILLIPS EDISON & CO INCCOMMON STOCK315,167$9.68M0.00%
THOUGHTWORKS HOLDING INC88546E105COM334,657$9.61M0.00%
UPWHEELS UP EXPERICOMMON STOCK1,439,401$9.49M0.00%
SOLARWINDS CORP83417Q204COM562,521$9.41M0.00%
LAWCS DISCO INCCOM196,169$9.4M0.00%
SQUARESPACE INC85225A107CLASS A237,918$9.19M0.00%
WGSSEMA4 HOLDINGS CCOMMON STOCK1,196,879$9.08M0.00%
DUOLDUOLINGO INCCL A COM53,605$8.92M0.00%
ROVER GROUP INC77936F103COMMON STOCK641,059$8.71M0.00%
DIDIYDIDI GLOBAL INCSPONSORED ADS1,093,275$8.44M0.00%
NABLN-ABLE INCCOMMON STOCK673,961$8.36M0.00%
CRBUCARIBOU BIOSCIENCES INCCOM342,215$8.17M0.00%
MISTER CAR WASH INC60646V105COM446,304$8.15M0.00%
ERASERASCA INCCOM376,320$7.99M0.00%
GPORGULFPORT ENERGY CORPCOMMON SHARES94,996$7.81M0.00%
STGWSTAGWELL INCCOM CL A1,015,096$7.79M0.00%
COOKTRAEGER INCCOMMON STOCK359,802$7.53M0.00%
DNUTKRISPY KREME INCCOM526,524$7.37M0.00%
CTKBCYTEK BIOSCIENCES INCCOM321,108$6.87M0.00%
EVCMEVERCOMMERCE INCCOM398,421$6.57M0.00%
SKILSKILLSOFT CORPCL A561,126$6.56M0.00%
ICOSAVAX INC45114M109COM217,689$6.44M0.00%
MNTSMOMENTUS INCCOM CL A579,777$6.15M0.00%
BLUE FOUNDRY BANCORP09549B104COM428,438$5.91M0.00%
HYZON MOTORS INC44951Y102COMMON STOCK840,525$5.83M0.00%
JBIJANUS INTERNATIONAL GROUP INCOMMON STOCK453,172$5.55M0.00%
TNGXTANGO THERAPEUTICS INCCOM428,635$5.54M0.00%
CCCCCC INTELLIGENT SOLUTIONS HLCOM515,952$5.42M0.00%
COUCHBASE INC22207T101COM162,507$5.06M0.00%
EVGOEVGO INCCL A COM612,304$4.99M0.00%
AHTASHFORD HOSPITALITY TR INCCOM338,119$4.98M0.00%
RELYREMITLY GLOBAL INCCOM127,040$4.66M0.00%
BARKTHE ORIGINAL BARK COMPANYCOM674,914$4.63M0.00%
YOUCLEAR SECURE INCCOM CL A111,204$4.56M0.00%
TNYATENAYA THERAPEUTICS INCCOM215,963$4.46M0.00%
WEBER INC94770D102CL A251,327$4.42M0.00%
F45 TRAINING HLDGS INC30322L101COM294,685$4.41M0.00%
THE BEACHBODY COMPANY INC073463101COM CL A795,017$4.4M0.00%
EUROPEAN WAX CTR INC29882P106CLASS A COM156,770$4.39M0.00%
GLUEMONTE ROSA THERAPEUTICS INCCOM195,783$4.36M0.00%
MERIDIANLINK INC58985J105COMMON STOCK191,891$4.29M0.00%
GRAPHITE BIO INC38870X104COM257,376$4.22M0.00%
SGHTSIGHT SCIENCES INCCOM180,226$4.09M0.00%
SNAP ONE HOLDINGS CORP83303Y105COM237,800$3.96M0.00%
POINT BIOPHARMA GLOBAL INC730541109COM511,618$3.93M0.00%
DHDEFINITIVE HEALTHCARE CORPCLASS A COM91,169$3.9M0.00%
RKLBROCKET LAB USA INCCOM234,615$3.78M0.00%
VATEINNOVATE CORPCOM920,927$3.78M0.00%
NUVALENT INC670703107COM163,835$3.69M0.00%
Markforged Holding Corp57064N102COM542,396$3.56M0.00%
HLLYHOLLEY INCCOM281,202$3.36M0.00%
BRIGHT HEALTH GROUP INC10920V107COM407,223$3.32M0.00%
SRADSPORTRADAR GROUP AGCLASS A ORD SHS145,238$3.29M0.00%
IMRXIMMUNEERING CORPCLASS A COM122,319$3.25M0.00%
LVOLIVEONE INCCOMMON STOCK1,049,077$3.14M0.00%
MEMBERSHIP COLLECTIVE GROUP586001109COM CL A237,202$2.95M0.00%
PCORPROCORE TECHNOLOGIES INCCOM32,551$2.91M0.00%
IMAGO BIOSCIENCES INC45250K107COM144,814$2.9M0.00%
OWLTOWLET INCCOMMON STOCK517,958$2.9M0.00%
EVLVEVOLV TECHNOLOGIES HLDNGS INCOM CL A460,307$2.76M0.00%
AVTXAVALO THERAPEUTICS INCCOM1,242,382$2.71M0.00%
CURVTORRID HLDGS INCCOM173,117$2.67M0.00%
ACTENACT HLDGS INCCOM115,208$2.53M0.00%

Added (2958)

More shares at the end of Q3 2021 than at the end of Q2 2021.

Showing the largest 100 of 2958 by value.

GEODE CAPITAL MANAGEMENT, LLC: positions added to in Q3 2021
SecurityClassShares, Q2 2021Shares, Q3 2021Change in sharesValue, Q3 2021% of portfolio, Q3 2021
AAPLAPPLE INC COMStock254,162,496259,894,947+5,732,451+2.3%$36.67B4.94%
MSFTMICROSOFT CORP COMStock123,322,145126,079,812+2,757,667+2.2%$35.45B4.77%
AMZNAMAZON COM INC COMStock6,749,3516,997,644+248,293+3.7%$22.92B3.09%
GOOGLALPHABET INC CAP STK CL AStock5,058,7945,206,549+147,755+2.9%$13.88B1.87%
METAMETA PLATFORMS INC CL AStock38,810,68639,676,595+865,909+2.2%$13.43B1.81%
GOOGALPHABET INC CAP STK CL CStock4,528,2944,572,016+43,722+1.0%$12.15B1.64%
TSLATESLA INC COMStock12,311,10013,169,939+858,839+7.0%$10.18B1.37%
NVDANVIDIA CORPORATION COMStock9,850,48540,382,672+30,532,187+310.0%$8.34B1.12%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock29,309,88429,772,798+462,914+1.6%$8.11B1.09%
JPMJPMORGAN CHASE & CO COMStock46,577,78347,118,935+541,152+1.2%$7.69B1.04%
JNJJOHNSON & JOHNSON COMStock42,214,23243,320,776+1,106,544+2.6%$6.98B0.94%
VVISA INC COM CL AStock28,005,15928,855,078+849,919+3.0%$6.41B0.86%
UNHUNITEDHEALTH GROUP INC COMStock15,110,52215,428,205+317,683+2.1%$6.01B0.81%
PGPROCTER & GAMBLE CO COMStock41,492,82942,471,296+978,467+2.4%$5.92B0.80%
HDHOME DEPOT INC COMStock15,830,18816,219,770+389,582+2.5%$5.31B0.71%
MAMASTERCARD INCORPORATED CL AStock14,192,15914,726,400+534,241+3.8%$5.11B0.69%
BACBANK OF AMER CORP COMStock116,536,766117,785,912+1,249,146+1.1%$4.99B0.67%
PYPLPAYPAL HLDGS INC COMStock18,736,89118,880,179+143,288+0.8%$4.9B0.66%
ADBEADOBE INC COMStock8,253,6848,386,354+132,670+1.6%$4.82B0.65%
DISDISNEY WALT CO COMStock27,929,47628,284,577+355,101+1.3%$4.77B0.64%
CMCSACOMCAST CORP NEW CL AStock75,017,74976,964,610+1,946,861+2.6%$4.29B0.58%
PFEPFIZER INC COMStock96,381,18999,593,093+3,211,904+3.3%$4.27B0.58%
NFLXNETFLIX INC. COMStock6,874,0696,982,851+108,782+1.6%$4.25B0.57%
CRMSALESFORCE INC COMStock13,774,68714,884,328+1,109,641+8.1%$4.02B0.54%
XOMEXXON MOBIL CORPCOM65,477,44867,373,181+1,895,733+2.9%$3.95B0.53%
CSCOCISCO SYS INC COMStock69,935,50971,756,668+1,821,159+2.6%$3.9B0.52%
VZVERIZON COMMUNICATIONS INC COMStock69,367,81771,398,161+2,030,344+2.9%$3.85B0.52%
KOCOCA COLA CO COMStock59,732,58367,408,461+7,675,878+12.9%$3.53B0.48%
TMOTHERMO FISHER SCIENTIFIC INC COMStock6,070,0596,189,430+119,371+2.0%$3.53B0.47%
PEPPEPSICO INC COMStock22,126,12422,552,420+426,296+1.9%$3.38B0.46%
WMTWALMART INC COMStock22,834,11024,037,470+1,203,360+5.3%$3.34B0.45%
ACNACCENTURE PLC IRELAND SHS CLASS AStock10,181,46310,434,234+252,771+2.5%$3.33B0.45%
LLYELI LILLY & CO COMStock13,964,27314,322,159+357,886+2.6%$3.3B0.44%
TXNTEXAS INSTRS INC COMStock16,698,27117,202,084+503,813+3.0%$3.3B0.44%
TAT&T INC COMStock119,066,979121,305,729+2,238,750+1.9%$3.27B0.44%
AVGOBROADCOM INC COMStock6,447,4936,611,606+164,113+2.5%$3.2B0.43%
CVXCHEVRON CORPORATION COMStock30,544,48031,582,362+1,037,882+3.4%$3.2B0.43%
ABTABBOTT LABORATORIES COMStock26,437,35527,129,289+691,934+2.6%$3.2B0.43%
COSTCOSTCO WHOLESALE CORPORATION COMStock6,953,4657,125,592+172,127+2.5%$3.19B0.43%
DHRDANAHER CORP DEL COMStock10,016,77710,248,353+231,576+2.3%$3.11B0.42%
WFCWELLS FARGO & CO COMStock64,120,33666,036,650+1,916,314+3.0%$3.06B0.41%
MCDMCDONALDS CORP COMStock12,351,06712,588,328+237,261+1.9%$3.03B0.41%
NKENIKE INC CL BStock20,423,34320,842,176+418,833+2.1%$3.02B0.41%
ABBVABBVIE INC COMStock27,244,94927,760,592+515,643+1.9%$2.99B0.40%
MDTMEDTRONIC PLC SHSStock21,813,13022,173,208+360,078+1.7%$2.77B0.37%
PMPHILIP MORRIS INTL INC COMStock26,277,76527,118,766+841,001+3.2%$2.56B0.35%
INTUINTUIT COMStock4,421,1874,585,968+164,781+3.7%$2.47B0.33%
NEENEXTERA ENERGY INC COMStock30,481,54531,125,867+644,322+2.1%$2.44B0.33%
QCOMQUALCOMM INC COMStock18,017,71218,432,987+415,275+2.3%$2.37B0.32%
LINLINDE PLCSHS8,019,7098,052,181+32,472+0.4%$2.36B0.32%
CCITIGROUP INC COM NEWStock33,414,32733,433,994+19,667+0.1%$2.34B0.32%
AMTAMERICAN TOWER CORP COMREIT8,358,9618,538,430+179,469+2.1%$2.26B0.30%
SBUXSTARBUCKS CORP COMStock19,545,99520,109,266+563,271+2.9%$2.21B0.30%
MRNAMODERNA INC COMStock3,355,8585,759,961+2,404,103+71.6%$2.21B0.30%
LOWLOWES COS INC COMStock10,695,26110,899,139+203,878+1.9%$2.21B0.30%
AMGNAMGEN INC COMStock9,994,17410,362,110+367,936+3.7%$2.2B0.30%
BMYBRISTOL-MYERS SQUIBB CO COMStock35,957,81836,940,288+982,470+2.7%$2.18B0.29%
AMATAPPLIED MATLS INC COMStock14,995,32516,953,802+1,958,477+13.1%$2.18B0.29%
GSGOLDMAN SACHS GROUP INC COMStock5,483,5215,644,208+160,687+2.9%$2.13B0.29%
ISRGINTUITIVE SURGICAL INCCOM NEW2,001,7442,079,873+78,129+3.9%$2.06B0.28%
IBMINTERNATIONAL BUSINESS MACHS COMStock14,364,58014,756,888+392,308+2.7%$2.04B0.28%
UPSUNITED PARCEL SVCS INC CL BStock10,879,52311,175,249+295,726+2.7%$2.03B0.27%
UNPUNION PAC CORP COMStock10,101,07410,242,572+141,498+1.4%$2B0.27%
RTXRTX CORPORATION COMStock22,869,30223,219,880+350,578+1.5%$1.99B0.27%
AMDADVANCED MICRO DEVICES INC COMStock18,814,41419,291,492+477,078+2.5%$1.98B0.27%
BLKBLACKROCK INCCOM2,155,0772,234,197+79,120+3.7%$1.87B0.25%
MMM3M CO COMStock10,307,16410,652,692+345,528+3.4%$1.86B0.25%
NOWSERVICENOW INC COMStock2,904,0882,976,246+72,158+2.5%$1.85B0.25%
BABOEING CO COMStock8,166,6288,408,616+241,988+3.0%$1.84B0.25%
CVSCVS HEALTH CORP COMStock21,149,36921,691,019+541,650+2.6%$1.84B0.25%
TGTTARGET CORP COMStock7,826,2958,029,998+203,703+2.6%$1.83B0.25%
SPGIS&P GLOBAL INC COMStock3,851,4394,303,266+451,827+11.7%$1.82B0.25%
SCHWCHARLES SCHWAB CORP (THE) COMStock23,322,53823,626,044+303,506+1.3%$1.72B0.23%
PLDPROLOGIS INC. COMREIT13,177,54813,382,116+204,568+1.6%$1.67B0.23%
ZTSZOETIS INC CL AStock8,312,5078,550,968+238,461+2.9%$1.66B0.22%
CATCATERPILLAR INC COMStock8,517,2158,567,001+49,786+0.6%$1.64B0.22%
AXPAMERICAN EXPRESS CO COMStock9,557,9599,778,287+220,328+2.3%$1.63B0.22%
ADPAUTOMATIC DATA PROCESSING INC COMStock7,925,3558,054,624+129,269+1.6%$1.61B0.22%
GILDGILEAD SCIENCES INC COMStock21,915,32122,298,484+383,163+1.7%$1.55B0.21%
LMTLOCKHEED MARTIN CORP COMStock4,355,8384,499,508+143,670+3.3%$1.55B0.21%
ELVELEVANCE HEALTH INC FORMERLY A COMStock3,961,0104,122,937+161,927+4.1%$1.53B0.21%
BKNGBOOKING HOLDINGS INC COMStock632,249646,577+14,328+2.3%$1.53B0.21%
COPCONOCOPHILLIPS COMStock20,916,28921,905,930+989,641+4.7%$1.48B0.20%
ADIANALOG DEVICES INC COMStock5,763,5668,527,098+2,763,532+47.9%$1.42B0.19%
CCICROWN CASTLE INC COMREIT7,994,1298,103,991+109,862+1.4%$1.4B0.19%
EQIXEQUINIX INCCOM1,681,3591,726,501+45,142+2.7%$1.36B0.18%
USBUS BANCORPCOM NEW22,047,14622,793,894+746,748+3.4%$1.35B0.18%
MOALTRIA GROUP INC COMStock29,065,97629,747,693+681,717+2.3%$1.35B0.18%
SYKSTRYKER CORPORATION COMStock4,861,9495,120,551+258,602+5.3%$1.35B0.18%
TMUST-MOBILE US INC COMStock10,300,23210,433,426+133,194+1.3%$1.33B0.18%
MUMICRON TECHNOLOGY INC COMStock18,596,77218,724,700+127,928+0.7%$1.33B0.18%
MDLZMONDELEZ INTL INC CL AStock22,545,69022,811,582+265,892+1.2%$1.32B0.18%
LRCXLAM RESEARCH CORPCOM2,298,0382,327,529+29,491+1.3%$1.32B0.18%
PNCPNC FINL SVCS GROUP INC COMStock6,610,6226,735,695+125,073+1.9%$1.31B0.18%
DUKDUKE ENERGY CORP NEW COM NEWStock12,281,00012,648,806+367,806+3.0%$1.23B0.17%
COFCAPITAL ONE FINL CORP COMStock7,476,0547,589,035+112,981+1.5%$1.23B0.17%
GMGENERAL MTRS COCOM20,147,76423,039,545+2,891,781+14.4%$1.21B0.16%
TFCTRUIST FINL CORPCOM20,110,28220,494,179+383,897+1.9%$1.2B0.16%
CMECME GROUP INCCOM6,049,3686,208,020+158,652+2.6%$1.2B0.16%
EWEDWARDS LIFESCIENCES CORP COMStock10,224,56110,582,581+358,020+3.5%$1.19B0.16%

Reduced (1200)

Fewer shares at the end of Q3 2021 than at the end of Q2 2021.

Showing the largest 100 of 1200 by value.

GEODE CAPITAL MANAGEMENT, LLC: positions reduced in Q3 2021
SecurityClassShares, Q2 2021Shares, Q3 2021Change in sharesValue, Q3 2021% of portfolio, Q3 2021
INTCINTEL CORP COMStock76,627,15076,546,117−81,033−0.1%$4.07B0.55%
MRKMERCK & CO INC COMStock44,209,74842,744,129−1,465,619−3.3%$3.2B0.43%
ORCLORACLE CORP COMStock28,927,37327,504,212−1,423,161−4.9%$2.39B0.32%
HONHoneywell TechnologiesCOM11,328,59911,244,516−84,083−0.7%$2.38B0.32%
MSMORGAN STANLEY COM NEWStock24,120,24123,667,279−452,962−1.9%$2.3B0.31%
DEDEERE & CO COMStock4,790,8134,526,148−264,665−5.5%$1.51B0.20%
CHTRCHARTER COMMUNICATIONS INCCL A2,149,3642,051,032−98,332−4.6%$1.49B0.20%
CBCHUBB LIMITED COMStock7,269,8367,240,099−29,737−0.4%$1.25B0.17%
MRSHMARSH & MCLENNAN COS INC COMStock8,871,0088,236,488−634,520−7.2%$1.24B0.17%
TJXTJX COS INC NEW COMStock18,979,11918,666,968−312,151−1.6%$1.23B0.17%
FISFIDELITY NATL INFORMATION SVCS COMStock9,868,1339,859,564−8,569−0.1%$1.2B0.16%
HCAHCA HEALTHCARE INCCOM4,041,7083,783,026−258,682−6.4%$915.27M0.12%
XYZBLOCK INCCL A3,802,7643,708,815−93,949−2.5%$887.73M0.12%
NXPINXP SEMICONDUCTORS N VCOM4,405,1274,355,292−49,835−1.1%$850.55M0.11%
ECLECOLAB INC COMStock4,285,7753,977,929−307,846−7.2%$827.36M0.11%
BIIBBIOGEN INCCOM2,893,7502,775,266−118,484−4.1%$783.5M0.11%
HUMHUMANA INC COMStock2,041,7661,959,392−82,374−4.0%$760.11M0.10%
APHAMPHENOL CORP NEWCL A10,706,96610,345,743−361,223−3.4%$755.55M0.10%
DOWDOW HLDGS INC COMStock12,385,70212,255,647−130,055−1.1%$703.51M0.09%
ALLALLSTATE CORP COMStock5,727,6535,534,886−192,767−3.4%$702.96M0.09%
BNYBANK OF NY MELLON CORP COMStock12,910,74712,762,502−148,245−1.1%$659.62M0.09%
HLTHILTON WORLDWIDE HLDGS INCCOM4,945,2274,818,853−126,374−2.6%$634.85M0.09%
PHPARKER-HANNIFIN CORP COMStock2,260,1382,246,418−13,720−0.6%$626.41M0.08%
AFLAFLAC INC COMStock12,004,72711,959,364−45,363−0.4%$621.89M0.08%
MRVLMARVELL TECHNOLOGY INCCOM10,312,22210,180,603−131,619−1.3%$613.07M0.08%
KMIKINDER MORGAN INC DEL COMStock34,240,60434,215,928−24,676−0.1%$570.86M0.08%
TDGTRANSDIGM GROUP INCCOM916,875907,301−9,574−1.0%$565.11M0.08%
ZMZOOM COMMUNICATIONS INC CL AStock2,234,2782,154,629−79,649−3.6%$562.5M0.08%
MCKMCKESSON CORP COMStock2,903,1622,808,198−94,964−3.3%$558.43M0.08%
PANWPALO ALTO NETWORKS INC COMStock1,132,6151,117,464−15,151−1.3%$534.39M0.07%
KRKROGER CO COMStock13,427,09613,051,350−375,746−2.8%$526.46M0.07%
DHID R HORTON INCCOM6,291,0596,182,068−108,991−1.7%$517.77M0.07%
PCARPACCAR INCCOM6,394,7696,392,595−2,1740.0%$503.33M0.07%
TWLOTWILIO INCCL A1,600,2751,568,122−32,153−2.0%$499.31M0.07%
WDAYWORKDAY INCCL A2,026,9091,936,567−90,342−4.5%$483.17M0.07%
ETSYETSY INCCOM2,509,5072,322,491−187,016−7.5%$481.74M0.06%
ROKUROKU INCCOM CL A1,492,2201,468,136−24,084−1.6%$459.36M0.06%
FTVFORTIVE CORP COMStock6,359,3386,266,569−92,769−1.5%$441.09M0.06%
KKRKKR & CO INCCOM7,671,8376,903,372−768,465−10.0%$419.68M0.06%
IPINTERNATIONAL PAPER COCOM7,648,8767,597,548−51,328−0.7%$401.45M0.05%
MLMMARTIN MARIETTA MATLS INCCOM1,158,8151,153,227−5,588−0.5%$393.03M0.05%
CLXCLOROX CO DEL COMStock2,443,6782,276,310−167,368−6.8%$376.27M0.05%
TTDTHE TRADE DESK INC COM CL AStock5,395,5265,326,634−68,892−1.3%$373.89M0.05%
KEYKEYCORPCOM17,559,77217,330,369−229,403−1.3%$373.71M0.05%
OKTAOKTA INCCL A1,574,3761,568,694−5,682−0.4%$371.78M0.05%
DGXQUEST DIAGNOSTICS INCCOM2,572,3242,532,669−39,655−1.5%$367.16M0.05%
HALHALLIBURTON CO COMStock16,838,87416,685,251−153,623−0.9%$359.83M0.05%
TDYTELEDYNE TECHNOLOGIES INCCOM923,625836,522−87,103−9.4%$358.41M0.05%
CCLCARNIVAL CORPUNIT 99/99/999915,094,58614,283,302−811,284−5.4%$356.27M0.05%
RCLROYAL CARIBBEAN GROUPCOM4,181,9883,930,526−251,462−6.0%$348.67M0.05%
PINSPINTEREST INCCL A6,859,9056,803,764−56,141−0.8%$346.11M0.05%
MTBM & T BK CORPCOM2,346,3842,265,736−80,648−3.4%$337.46M0.05%
LIBERTY BROADBAND CORP530307305COM SER C2,077,6691,949,684−127,985−6.2%$336.19M0.05%
TERTERADYNE INC COMStock3,074,4023,047,931−26,471−0.9%$331.89M0.04%
DPZDOMINOS PIZZA INCCOM711,996690,649−21,347−3.0%$329.04M0.04%
FANGDIAMONDBACK ENERGY INC COMStock3,352,7993,332,306−20,493−0.6%$315.01M0.04%
GWWWW GRAINGER INC COMStock861,605800,922−60,683−7.0%$313.99M0.04%
OMCOMNICOM GROUP INCCOM4,385,2044,336,153−49,051−1.1%$313.64M0.04%
MGMMGM RESORTS INTERNATIONAL COMStock7,210,4727,105,259−105,213−1.5%$305.77M0.04%
UDRUDR INCCOM5,811,6045,699,479−112,125−1.9%$301.25M0.04%
LKQLKQ CORPCOM5,760,2235,743,182−17,041−0.3%$288.35M0.04%
PTONPELOTON INTERACTIVE INCCL A COM3,376,3113,287,492−88,819−2.6%$285.76M0.04%
PWRQUANTA SVCS INCCOM2,566,3632,471,704−94,659−3.7%$280.88M0.04%
NVRNVR INCCOM62,67058,559−4,111−6.6%$280.06M0.04%
CITRIX SYS INC177376100COM2,546,6372,531,103−15,534−0.6%$271.18M0.04%
CAHCARDINAL HEALTH INC COMStock5,371,4135,296,819−74,594−1.4%$261.41M0.04%
FOXAFOX CORPCL A COM6,510,1006,509,984−1160.0%$260.67M0.04%
EVRGEVERGY INC COMStock4,245,2964,200,140−45,156−1.1%$260.57M0.04%
ALLYALLY FINL INC COMStock4,840,8114,729,796−111,015−2.3%$241.34M0.03%
SJMSMUCKER J M CO COM NEWStock2,092,3351,997,182−95,153−4.5%$239.11M0.03%
MASMASCO CORPCOM4,319,5424,303,325−16,217−0.4%$238.39M0.03%
PHMPULTE GROUP INCCOM5,750,7965,172,246−578,550−10.1%$236.96M0.03%
RHIROBERT HALF INC.COM2,316,0752,308,301−7,774−0.3%$231.22M0.03%
BURLBURLINGTON STORES INCCOM793,742769,272−24,470−3.1%$217.79M0.03%
ELSEQUITY LIFESTYLE PROPERTIESCOM2,769,3222,731,836−37,486−1.4%$213.1M0.03%
WPCWP CAREY INCCOM2,991,7422,919,966−71,776−2.4%$213.04M0.03%
LYVLIVE NATION ENTERTAINMENT INCOM2,421,7642,314,804−106,960−4.4%$210.33M0.03%
ACGLARCH CAP GROUP LTD ORDStock5,634,7835,502,437−132,346−2.3%$209.92M0.03%
DISH NETWORK CORPORATION25470M109CL A4,885,3654,778,161−107,204−2.2%$207.15M0.03%
COMERICA INC200340107COM2,563,2292,534,005−29,224−1.1%$203.68M0.03%
RNGRINGCENTRAL INCCL A925,117924,975−1420.0%$200.87M0.03%
COUPA SOFTWARE INC22266L106COM899,344896,033−3,311−0.4%$196.1M0.03%
LLOEWS CORPCOM3,840,2613,628,420−211,841−5.5%$195.15M0.03%
RGENREPLIGEN CORPCOM668,450666,239−2,211−0.3%$192.54M0.03%
UHSUNIVERSAL HLTH SVCS INCCL B1,415,5801,392,903−22,677−1.6%$192.23M0.03%
JLLJONES LANG LASALLE INCCOM774,082764,599−9,483−1.2%$189.69M0.03%
MHKMOHAWK INDS INCCOM1,083,2941,069,126−14,168−1.3%$189.18M0.03%
GLPIGAMING & LEISURE PCOM3,905,9953,841,148−64,847−1.7%$177.93M0.02%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS6,639,0476,610,537−28,510−0.4%$176.29M0.02%
AIZASSURANT INC COMStock1,137,9311,119,461−18,470−1.6%$176.16M0.02%
AVALARA INC05338G106COM1,010,3041,008,956−1,348−0.1%$176.06M0.02%
MASIMO CORP574795100COM649,135648,822−3130.0%$175.37M0.02%
NDSNNORDSON CORPCOM744,508737,250−7,258−1.0%$175.34M0.02%
LPLALPL FINL HLDGS INCCOM1,300,5941,112,007−188,587−14.5%$174.32M0.02%
ELANELANCO ANIMAL HEALTH INCCOM5,420,8835,413,521−7,362−0.1%$172.39M0.02%
DBXDROPBOX INCCL A5,883,4195,815,669−67,750−1.2%$169.76M0.02%
PLUGPLUG PWR INC COM NEWStock6,774,8606,651,094−123,766−1.8%$169.63M0.02%
TAPMOLSON COORS BEVERAGE COCL B3,570,3133,551,265−19,048−0.5%$164.29M0.02%
ZENDESK INC98936J101COM1,403,3681,402,552−816−0.1%$162.99M0.02%
STLDSTEEL DYNAMICS INCCOM2,990,6742,771,557−219,117−7.3%$161.96M0.02%

Sold out (134)

Held at the end of Q2 2021, gone by the end of Q3 2021.

Showing the largest 100 of 134 by value.

GEODE CAPITAL MANAGEMENT, LLC: positions sold out in Q3 2021
SecurityClassShares, Q2 2021Value, Q2 2021% of portfolio, Q2 2021
GEGENERAL ELECTRIC COCOM135,338,758$1.82B0.25%
ALEXION PHARMACEUTICALS INC015351109COM4,145,346$759.55M0.10%
MAXIM INTEGRATED PRODS INC57772K101COM4,901,024$515.18M0.07%
L BRANDS INC501797104COM4,314,587$310.08M0.04%
SLACK TECHNOLOGIES INC83088V102COM CL A5,832,143$257.97M0.04%
CREE INC225447101COM1,476,640$144.61M0.02%
PROOFPOINT INC743424103COM712,628$123.83M0.02%
QTS RLTY TR INC74736A103COM CL A1,320,610$102.08M0.01%
FIREEYE INC31816Q101COM4,243,310$85.8M0.01%
WEINGARTEN RLTY INVS948741103SH BEN INT1,800,777$57.75M0.01%
GRACE W R & CO DEL NEW38388F108COM709,116$49.01M0.01%
SYKES ENTERPRISES INC871237103COM710,564$38.16M0.01%
AT HOME GROUP INC04650Y100COM977,262$36M0.00%
CORE MARK HOLDING CO INC218681104COM778,926$35.06M0.00%
TRANSLATE BIO INC89374L104COM1,209,853$33.32M0.00%
LUMINEX CORP DEL55027E102COM773,075$28.45M0.00%
CONSTELLATION PHARMCETICLS I210373106COM611,273$20.66M0.00%
U S CONCRETE INC90333L201COM278,081$20.52M0.00%
KNOLL INC498904200COM NEW780,524$20.29M0.00%
LYDALL INC DEL550819106COM302,710$18.32M0.00%
LIGHTSPEED POS INC53227R106SUB VTG SHS204,584$16.98M0.00%
NEW SR INVT GROUP INC648691103COM1,756,087$15.42M0.00%
SOLARWINDS CORP83417Q105COM905,237$15.29M0.00%
ORBCOMM INC68555P100COM1,340,026$15.06M0.00%
PQ GROUP HLDGS INC73943T103COM847,442$13.02M0.00%
CINCINNATI BELL INC NEW171871502COM NEW836,249$12.89M0.00%
MOMOMOMO INCADR829,476$12.63M0.00%
ALTABANCORP021347109COM278,812$12.08M0.00%
WATFORD HLDGS LTDG94787101SHS321,698$11.26M0.00%
AHTASHFORD HOSPITALITY TR INCCOM SHS2,161,885$9.86M0.00%
MSG NETWORK INC553573106CL A625,673$9.12M0.00%
FRANKS INTL N VN33462107COM2,424,441$7.35M0.00%
MDC PARTNERS INC.552697104CL A SUB VTG1,080,819$6.32M0.00%
BROOKFIELD PROPERTY PARTRS LG16249107UNIT LTD PARTN328,662$6.23M0.00%
FIRST CHOICE BANCORP31948P104COM167,110$5.09M0.00%
DIAMOND S SHIPPING INCY20676105COM481,059$4.79M0.00%
LIVEXLIVE MEDIA INC53839L208COM NEW940,640$4.44M0.00%
CERECOR INC15671L109COM1,309,958$4.28M0.00%
KINDRED BIOSCIENCES INC494577109COM435,705$4M0.00%
PREMIER FINL BANCORP INC74050M105COM214,365$3.61M0.00%
HC2 HLDGS INC404139107COM900,865$3.59M0.00%
BROOKFIELD PPTY REIT INC11282X103CL A133,663$2.52M0.00%
CHIASMA INC16706W102COM511,569$2.42M0.00%
SPARK ENERGY INC846511103CL A COM209,100$2.37M0.00%
XERSXERIS PHARMACEUTICALS INCCOM572,963$2.33M0.00%
BANK COMM HLDGS06424J103COM149,177$2.24M0.00%
VENATOR MATLS PLCG9329Z100SHS447,746$2.12M0.00%
PROSIGHT GLOBAL INC74349J103COM154,653$1.97M0.00%
ALASKA COMMUNICATIONS SYS GR01167P101COM541,031$1.8M0.00%
JAGXJAGUAR HEALTH INCCOM1,088,159$1.72M0.00%
TALEND S A874224207ADS25,793$1.69M0.00%
SHARPSPRING INC820054104COM96,056$1.62M0.00%
MITTAG MTG INVT TR INCCOM367,819$1.57M0.00%
MACKINAC FINL CORP554571109COM75,856$1.5M0.00%
MMA CAPITAL HOLDINGS INC55315D105COM43,879$1.19M0.00%
J ALEXANDERS HLDGS INC46609J106COM98,636$1.15M0.00%
SOARING EAGLE ACQUISITION COG8354H126CL A SHS96,646$962K0.00%
IEC ELECTRS CORP NEW44949L105COM88,593$931K0.00%
AMERICAN RIV BANKSHARES029326105COM44,846$811K0.00%
TWC TECH HLDGS II CORP90117G105COM73,642$731K0.00%
GTT COMMUNICATIONS INC362393100COM261,663$635K0.00%
AERPIO PHARMACEUTICALS INC00810B105COM326,403$551K0.00%
NEW HOME CO INC645370107COM87,720$514K0.00%
MONTES ARCHIMEDES ACQUISITIO612657106COM CL A49,574$490K0.00%
HANCOCK JAFFE LABORATORIES I41015N304COM NEW63,753$437K0.00%
SUPPORT COM INC86858W200COM NEW110,863$427K0.00%
CATABASIS PHARMACEUTICALS IN14875P206COM NEW188,799$398K0.00%
RODGERS SILICON VALLEY AQ CO774873103COM17,303$397K0.00%
ALZNALZAMEND NEURO INCCOM NEW44,600$389K0.00%
US WELL SERVICES INC91274U101CL A375,433$379K0.00%
DSSDOCUMENT SEC SYS INCCOM NEW210,178$376K0.00%
CM LIFE SCIENCES INC18978W109COM CL A26,015$364K0.00%
AZURRX BIOPHARMA INC05502L105COM433,550$355K0.00%
CLEVELAND BIOLABS INC185860202COM NEW63,222$345K0.00%
GORES HOLDINGS VI INC38286R105COM CL A20,827$337K0.00%
SYSO YOUNG INTERNATIONAL INCSPONSORED ADS33,998$326K0.00%
PRA HEALTH SCIENCES INC69354M108COM1,969$325K0.00%
FIFTH WALL ACQUISITION CORP316790104COM CL A26,288$323K0.00%
LANDCADIA HOLDINGS III INC51476H100COM CL A25,759$319K0.00%
ABRAXAS PETE CORP003830304COM NEW92,582$299K0.00%
GORES HLDGS V INC382864106COM CL A28,757$290K0.00%
TREMONT MTG TR894789106COM47,405$287K0.00%
EJHE-HOME HOUSEHOLD SVC HLDGS LORD SHS9,898$287K0.00%
ICONIX BRAND GROUP INC451055305COM NEW90,999$284K0.00%
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW–$282K0.00%
QELL ACQUISITION CORPG7307X105CL A25,933$258K0.00%
SONMSONIM TECHNOLOGIES INCCOM448,396$250K0.00%
NEXTGEN ACQUISITION CORPG65305107CL A25,177$250K0.00%
J P MORGAN EXCHANGE TRADED F46641Q233BETA DEVE EX ETF–$246K0.00%
CA HEALTHCARE ACQUISITION CO12510W107COM CL A24,829$245K0.00%
VECTOR ACQUISITION CORPG9442R126COM CL A21,601$235K0.00%
MOXIAN INC624697306COM10,516$234K0.00%
PROPERTY SOLUTIONS ACQUISITI74348Q108COM14,569$226K0.00%
STABLE RD ACQUISITION CORP85236Q109COM CL A16,207$226K0.00%
BDLFLANIGANS ENTERPRISES INCCOM5,340$215K0.00%
IMAGE SENSING SYS INC45244C104COM31,401$213K0.00%
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS9,513$211K0.00%
KISMET ACQUISITION ONE CORPG52753103SHS19,644$194K0.00%
REVOLUTION ACCELERTN ACQU CO76156P106COM CL A18,629$185K0.00%
CWCOCONSOLIDATED WATER CO INCORD15,568$182K0.00%