ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (FCNTX) and May 31, 2026 (FDGRX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FCNTX vs FDGRX Holdings as of March 31, 2026 (FCNTX) and May 31, 2026 (FDGRX)

FCNTX vs FDGRX: Portfolio Overlap

Fidelity Contrafund vs Fidelity Growth Company Fund

46.3%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

FCNTX
389 equity holdings
as of March 31, 2026
FDGRX
507 equity holdings
as of May 31, 2026
162 stocks held in common
Overlap View Venn Diagram
46.3% OVERLAP FCNTX FDGRX
Overlapping Holdings
10 Top 10 of 162 shared, by overlap contribution
# Stock FCNTX FDGRX Overlap%
1
NVDA
 9.48% 15.80% 9.48%
2
AMZN
 5.76% 5.31% 5.31%
3
GOOGL
 3.91% 4.44% 3.91%
4
MSFT
 2.99% 5.95% 2.99%
5
META
 10.35% 2.83% 2.83%
6
GOOG
 2.42% 3.13% 2.42%
7
Space Exploration Technologies
 5.13% 2.39% 2.39%
8
AAPL
 2.35% 7.58% 2.35%
9
AVGO
 1.88% 2.29% 1.88%
10
LLY
 1.84% 2.25% 1.84%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCNTX — Fidelity Contrafund
StockWeight
Berkshire Hathaway Inc4.15%
APH2.09%
BRK.B1.03%
GILD0.92%
Tencent Holdings Ltd0.63%
Only in FDGRX — Fidelity Growth Company Fund
StockWeight
SNDK3.90%
CIEN3.77%
P1.38%
ORCL1.02%
APP0.90%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between FCNTX and FDGRX?

FCNTX (Fidelity Contrafund) and FDGRX (Fidelity Growth Company Fund) share 46.3% portfolio overlap as of FCNTX's March 31, 2026 filing and FDGRX's May 31, 2026 filing, across 162 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do FCNTX and FDGRX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both FCNTX and FDGRX?

The most prominent shared holdings (by combined weight) are: NVDA, AMZN, GOOGL. See the full common-holdings table on this page for weights in each fund.

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