GEODE CAPITAL MANAGEMENT, LLC

Q2 2020 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2020
Date filed
8/13/2020
Form type
13F-HR
Num holdings
4,100
Total value ($000)
$467,441,191
Net value change ($000)
+83,741,676 (21.8%)
New positions
149
Sold out positions
139
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,623,177 40.7%
MSFT 5,494,213 30.2%
AMZN 5,483,170 46.6%
META 2,592,023 44.7%
PYPL 1,398,475 87.4%
RTX 1,320,774 NEW
GOOGL 1,218,610 21.7%
ADBE 1,146,026 49.3%
GOOGL 1,101,146 21.5%
NVDA 1,040,795 42.1%
Top Reduces (Value $000, Stocks/ETFs)
RTX -1,093,537 -100.0%
Allergan plc -877,534 -100.0%
AON -634,085 -100.0%
RAYTHEON CO/ -537,200 -100.0%
BMY -304,761 -13.6%
BIIB -253,414 -23.8%
WFC -192,561 -11.8%
GE -154,649 -15.3%
PM -146,321 -7.5%
LHX -122,204 -18.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type