Institutional filer · CIK 0001214717

Geode Capital Management, LLC reported holdings.

Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.

Reported book

Filing lines parsed

Holdings published

Current reported holdings

Top 25 positions by filed value

As of 2026-03-31; filed 2026-05-15. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
1
NVDANVIDIA CORP

CUSIP 67066G104

Reported long

Filed value

Weight / quantity

Reported change

+12,524,074 sharesFiled value -$4.9B · -4.5%Prior receipt ↗
2
AAPLAPPLE INC

CUSIP 037833100

Reported long

Filed value

Weight / quantity

Reported change

+10,584,437 sharesFiled value -$3.7B · -3.8%Prior receipt ↗
3
GOOGLALPHABET INC-CL A

CUSIP 02079K305

Reported long

Filed value

Weight / quantity

Reported change

+9,235,511 sharesFiled value -$4.0B · -5.0%Prior receipt ↗
4
MSFTMICROSOFT CORP

CUSIP 594918104

Reported long

Filed value

Weight / quantity

Reported change

+5,883,518 sharesFiled value -$18.5B · -21.0%Prior receipt ↗
5
AMZNAMAZON.COM INC

CUSIP 023135106

Reported long

Filed value

Weight / quantity

Reported change

+8,107,063 sharesFiled value -$3.3B · -6.5%Prior receipt ↗
6
AVGOBROADCOM INC

CUSIP 11135F101

Reported long

Filed value

Weight / quantity

Reported change

+3,003,642 sharesFiled value -$3.1B · -8.1%Prior receipt ↗
7
METAMETA PLATFORMS INC-CLASS A

CUSIP 30303M102

Reported long

Filed value

Weight / quantity

Reported change

+1,358,480 sharesFiled value -$3.9B · -11.1%Prior receipt ↗
8
TSLATESLA INC

CUSIP 88160R101

Reported long

Filed value

Weight / quantity

Reported change

+2,302,135 sharesFiled value -$4.2B · -14.4%Prior receipt ↗
9
BRK.BBERKSHIRE HATHAWAY INC-CL B

CUSIP 084670702

Reported long

Filed value

Weight / quantity

Reported change

+1,137,640 sharesFiled value -$379.3M · -1.9%Prior receipt ↗
10
LLYELI LILLY & CO

CUSIP 532457108

Reported long

Filed value

Weight / quantity

Reported change

+381,799 sharesFiled value -$2.7B · -12.8%Prior receipt ↗
11
JPMJPMORGAN CHASE & CO

CUSIP 46625H100

Reported long

Filed value

Weight / quantity

Reported change

+1,282,126 sharesFiled value -$1.3B · -6.8%Prior receipt ↗
12
XOMEXXON MOBIL CORP

CUSIP 30231G102

Reported long

Filed value

Weight / quantity

Reported change

-444,605 sharesFiled value +$4.6B · +40.3%Prior receipt ↗
13
JNJJOHNSON & JOHNSON

CUSIP 478160104

Reported long

Filed value

Weight / quantity

Reported change

+1,211,115 sharesFiled value +$2.5B · +20.5%Prior receipt ↗
14
VVISA INC-CLASS A SHARES

CUSIP 92826C839

Reported long

Filed value

Weight / quantity

Reported change

+841,053 sharesFiled value -$1.9B · -12.1%Prior receipt ↗
15
WMTWALMART INC

CUSIP 931142103

Reported long

Filed value

Weight / quantity

Reported change

+2,845,431 sharesFiled value +$1.7B · +14.6%Prior receipt ↗
16
COSTCOSTCO WHOLESALE CORP

CUSIP 22160K105

Reported long

Filed value

Weight / quantity

Reported change

+270,705 sharesFiled value +$1.7B · +18.6%Prior receipt ↗
17
MAMASTERCARD INC - A

CUSIP 57636Q104

Reported long

Filed value

Weight / quantity

Reported change

+384,839 sharesFiled value -$1.3B · -10.8%Prior receipt ↗
18
ABBVABBVIE INC

CUSIP 00287Y109

Reported long

Filed value

Weight / quantity

Reported change

+2,107,601 sharesFiled value -$36.6M · -0.4%Prior receipt ↗
19
NFLXNETFLIX INC

CUSIP 64110L106

Reported long

Filed value

Weight / quantity

Reported change

+3,929,908 sharesFiled value +$612.6M · +6.6%Prior receipt ↗
20
PGPROCTER & GAMBLE CO/THE

CUSIP 742718109

Reported long

Filed value

Weight / quantity

Reported change

+1,755,490 sharesFiled value +$333.1M · +3.7%Prior receipt ↗
21
MUMICRON TECHNOLOGY INC

CUSIP 595112103

Reported long

Filed value

Weight / quantity

Reported change

+1,434,988 sharesFiled value +$1.8B · +25.0%Prior receipt ↗
22
CVXCHEVRON CORP

CUSIP 166764100

Reported long

Filed value

Weight / quantity

Reported change

+64,091 sharesFiled value +$2.4B · +36.0%Prior receipt ↗
23
HDHOME DEPOT INC

CUSIP 437076102

Reported long

Filed value

Weight / quantity

Reported change

+1,181,824 sharesFiled value +$41.4M · +0.5%Prior receipt ↗
24
PLTRPALANTIR TECHNOLOGIES INC-A

CUSIP 69608A108

Reported long

Filed value

Weight / quantity

Reported change

+1,671,067 sharesFiled value -$1.5B · -15.1%Prior receipt ↗
25
AMDADVANCED MICRO DEVICES

CUSIP 007903107

Reported long

Filed value

Weight / quantity

Reported change

+2,206,241 sharesFiled value +$59.2M · +0.7%Prior receipt ↗

No longer reported

These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

Weekly Veridion brief

Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.