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Vic Chen
Vic Chen

Posted on • Originally published at 13finsight.com

FMR's $2.0T 13F: NVIDIA at 10.3% Shows Active Selection at Scale

Not Just Another Passive Giant

FMR (Fidelity) manages $2.0T but shows sharper concentration than pure passive peers.

Top holding: NVIDIA (10.3% = ~$206B)
New positions: 51
Concentration: elevated vs peers
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10.3% in NVIDIA at this scale is deliberate. And 51 new positions reflect active research, not index reconstitution.

Full analysis: https://13finsight.com/research/fmr-q4-2025-13f-nvidia-concentration-and-51-new-positions?utm_source=devto&utm_medium=social&utm_campaign=article_ops_0319


Originally published at 13finsight.com

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