Will Danoff

Fidelity Contrafund·growth·Retail & diversified funds

FCNTX

~12–13% since 1990

Portfolio value

$158.7B

Positions

354

Top 5 concentration

33%

New buys this quarter

Track record vs S&P 500

$FCNTX · total return since 2003

$10k grew to

$166k

CAGR

13.0%

vs S&P 500

+2.2%/yr

See the full comparison chart

Quarterly activity

What Will Danoff bought and sold each quarter.

Jun 2026vs Mar 2026

Bought (25)

$000660.KSNew buy1.1%$BATS.LNew buy0.7%$ASMLNew buy0.7%$NOKIA.HENew buy0.4%$TTNew buy0.4%$UCB.BRNew buy0.3%$ASM.ASNew buy0.2%$KER.PANew buy0.2%$2899.HKNew buy0.1%$IDXXNew buy0.1%$CBRSNew buy0.1%$7741.TNew buy0.1%$300750.SZNew buy0.1%$ROIVNew buy0.1%$MAIRNew buy0.1%$WINGNew buy0.1%$NUNew buy0.1%$BLSHNew buy0.1%$SENew buy0.1%$NNND.FNew buy0.1%$BY6.FNew buy0.1%$BESI.ASNew buy0.1%$APONew buy0.1%$ASNew buy0.1%$VIKNew buy0.1%

Sold (25)

$XOMSold out$SNOWTrimmed-96.9%$REGNTrimmed-96.5%$NRGTrimmed-96.4%$AGI.TOTrimmed-96%$ABBVTrimmed-95.3%$TD.TOTrimmed-91.7%$JNJTrimmed-90.6%$THCTrimmed-90.5%$PCARTrimmed-87.8%$EVRTrimmed-87%$AEPTrimmed-87%$VRTXTrimmed-86.3%$ONCTrimmed-85.7%$WSMTrimmed-84.7%$WFCTrimmed-84.3%$ORLYTrimmed-83.9%$PODDTrimmed-80.4%$CSCOTrimmed-79.7%$WBDTrimmed-78.8%$ELTrimmed-76.2%$MMMTrimmed-76%$ALNYTrimmed-73.8%$RYAAYTrimmed-72.7%$INSMTrimmed-67.7%

Mar 2026vs Dec 2025

Bought (25)

$BRK-BNew buy1.2%$CVXNew buy0.2%$SNPSNew buy0.1%$PSXNew buy0.1%$TECHNew buy0.1%$COPNew buy0.1%$XENENew buy0%$NEMNew buy0%$FIXNew buy0%$YUMNew buy0%$SITMNew buy0%$LNGNew buy0%$XPONew buy0%$NXTNew buy0%$TERNew buy0%$WSTNew buy0%$CVE.TONew buy0%$EIKNNew buy0%$SU.TONew buy0%$FDXNew buy0%$CARTNew buy0%$MDGLNew buy0%$FPSNew buy0%$PBRNew buy0%$GMEDNew buy0%

Sold (25)

$ZSTrimmed-99.9%$EWBCTrimmed-93.1%$BOOTTrimmed-91%$COFTrimmed-88.9%$DGTrimmed-80.9%$CTASTrimmed-80.3%$SATSTrimmed-72.2%$FTNTTrimmed-72.2%$SYKTrimmed-71.2%$SMMTTrimmed-68.3%$BACTrimmed-66.1%$COINTrimmed-65.9%$CCLTrimmed-65.6%$URBNTrimmed-64.5%$VSTTrimmed-64.2%$DALTrimmed-62.3%$ZTrimmed-62%$CDNSTrimmed-59.2%$WPM.TOTrimmed-59%$FFH.TOTrimmed-58.5%$WFCTrimmed-57.7%$UNHTrimmed-56.8%$ARMTrimmed-56.4%$LITETrimmed-54.8%$IFC.TOTrimmed-54.2%

Dec 2025vs Sep 2025

Bought (25)

$ODFLNew buy0.2%$FNDNew buy0.1%$MDLNNew buy0.1%$SLBNew buy0.1%$ABX.TONew buy0.1%$CRLNew buy0.1%$EBAYNew buy0.1%$GPCRNew buy0%$GLWNew buy0%$SMMTNew buy0%$MSCINew buy0%$CLHNew buy0%$NUVLNew buy0%$SYMNew buy0%$AZNNew buy0%$CHRWNew buy0%$CRMNew buy0%$WDCNew buy0%$KYMRNew buy0%$NTRANew buy0%$BETANew buy0%$MRNANew buy0%$LULUNew buy0%$CYTKNew buy0%$BLKNew buy0%

Sold (25)

$TMUSTrimmed-92.2%$SYKTrimmed-92.2%$DISTrimmed-90.2%$CATTrimmed-89.7%$ECLTrimmed-89.2%$TDGTrimmed-87%$RMDTrimmed-86.6%$MELITrimmed-83.3%$COINTrimmed-82.6%$DASHTrimmed-80.8%$LOARTrimmed-78.4%$JBLTrimmed-75.6%$CTASTrimmed-71%$SBUXTrimmed-70.7%$DUOLTrimmed-70.3%$HTFLTrimmed-69.6%$VEEVTrimmed-68.1%$HQYTrimmed-66.3%$UBERTrimmed-66.3%$FTNTTrimmed-61.4%$RKLBTrimmed-61.1%$PODDTrimmed-59.9%$ORLYTrimmed-56.4%$UNHTrimmed-55.4%$BTO.TOTrimmed-55.1%

Sep 2025vs Jun 2025

Bought (25)

$LOWNew buy0.4%$TMONew buy0.2%$HDNew buy0.2%$BRK-BNew buy0.2%$WCN.TONew buy0.1%$NOCNew buy0.1%$ELNew buy0.1%$DLTRNew buy0.1%$CRWVNew buy0.1%$DHRNew buy0.1%$KRMNNew buy0.1%$WSMNew buy0.1%$RMDNew buy0.1%$VLONew buy0.1%$LRCXNew buy0.1%$EFXNew buy0.1%$KKRNew buy0.1%$CBOENew buy0.1%$RKTNew buy0.1%$HSYNew buy0.1%$DHINew buy0.1%$CATNew buy0.1%$IMO.TONew buy0.1%$CBRENew buy0.1%$MSINew buy0.1%

Sold (25)

$PCARTrimmed-80.8%$GMTrimmed-80.2%$UNHTrimmed-79.5%$GWWTrimmed-70.4%$IBMTrimmed-67.9%$CRWDTrimmed-67.4%$NOWTrimmed-66.6%$TEVATrimmed-61.8%$MRKTrimmed-59.6%$KDTrimmed-55.5%$ALKTrimmed-54.2%$ISRGTrimmed-52.6%$FTNTTrimmed-48.2%$ATITrimmed-47.7%$VRTXTrimmed-47.2%$ZMTrimmed-46%$QXOTrimmed-43.3%$CNQ.TOTrimmed-42.8%$REGNTrimmed-42.5%$INTUTrimmed-40.9%$TPRTrimmed-40.5%$IOTTrimmed-37%$ABTTrimmed-34%$CTASTrimmed-32.5%$COSTTrimmed-32.4%

Jun 2025vs Mar 2025

Bought (25)

$TD.TONew buy0.1%$SNOWNew buy0.1%$ZSNew buy0.1%$BUDNew buy0.1%$CRWDNew buy0.1%$BANew buy0.1%$PMNew buy0.1%$GWRENew buy0%$KRNew buy0%$QXONew buy0%$URBNNew buy0%$DASHNew buy0%$PLTRNew buy0%$PINSNew buy0%$INTUNew buy0%$SENew buy0%$ATINew buy0%$NKENew buy0%$DDOGNew buy0%$JBLNew buy0%$HEI-ANew buy0%$CHTRNew buy0%$EXELNew buy0%$MONew buy0%$ADINew buy0%

Sold (25)

$SHWTrimmed-95.4%$CMGTrimmed-94.9%$CLHTrimmed-93.8%$GAPTrimmed-91%$DOCUTrimmed-88.6%$BXTrimmed-85.9%$CRMTrimmed-82.9%$PCARTrimmed-79.4%$AFRMTrimmed-75.9%$UTHRTrimmed-75.7%$FCNCATrimmed-73.4%$VFCTrimmed-72.5%$UNHTrimmed-68.4%$DKNGTrimmed-65.5%$AZEKTrimmed-62.2%$CCO.TOTrimmed-61.3%$ALKTrimmed-60.1%$AMDTrimmed-53.5%$TWLOTrimmed-49.6%$ARGXTrimmed-43%$OMCTrimmed-41.6%$GMTrimmed-40.8%$WABTrimmed-39.2%$ANETTrimmed-38.3%$GSTrimmed-37.7%

Mar 2025vs Dec 2024

Bought (25)

$METANew buy17.9%$GENew buy1.2%$BNYNew buy0.3%$SHOP.TONew buy0.3%$MRSHNew buy0.2%$FNV.TONew buy0.2%$RY.TONew buy0.2%$ABBVNew buy0.2%$NNND.FNew buy0.1%$ONCNew buy0.1%$BY6.FNew buy0.1%$AGI.TONew buy0.1%$BTO.TONew buy0.1%$000660.KSNew buy0.1%$AEM.TONew buy0.1%$LULUNew buy0%$YMMNew buy0%$K.TONew buy0%$CCO.TONew buy0%$KLACNew buy0%$BABANew buy0%$EOGNew buy0%$COINNew buy0%$NG.TONew buy0%$OKTANew buy0%

Sold (25)

$GNESold out$FBSold out$KVYOTrimmed-95.2%$CATTrimmed-92.9%$FCXTrimmed-91.4%$DECKTrimmed-85.6%$LENTrimmed-84.6%$KKRTrimmed-83.2%$STLDTrimmed-77.9%$BXTrimmed-75.4%$CMGTrimmed-73.8%$GAPTrimmed-72.7%$MRVLTrimmed-71.9%$ITTrimmed-68.9%$DELLTrimmed-66.2%$CRMTrimmed-62%$TWLOTrimmed-56.9%$CLHTrimmed-56.3%$UBERTrimmed-55.9%$FOURTrimmed-49.4%$YOUTrimmed-48.6%$GMTrimmed-46.4%$PGTrimmed-44.6%$FCNCATrimmed-42.9%$GDDYTrimmed-42.4%

Dec 2024vs Sep 2024

Bought (25)

$CNQ.TONew buy0.2%$FFH.TONew buy0.2%$DENew buy0.1%$FOURNew buy0.1%$DOCUNew buy0.1%$FINew buy0.1%$MRVLNew buy0.1%$DRSNew buy0%$NTRANew buy0%$ZBRANew buy0%$DKNGNew buy0%$6501.TNew buy0%$CCLNew buy0%$KDNew buy0%$PODDNew buy0%$SQNew buy0%$XPONew buy0%$SLGNNew buy0%$EANew buy0%$FIXNew buy0%$CRNXNew buy0%$PAYNew buy0%$LDOSNew buy0%$GMEDNew buy0%$BANew buy0%

Sold (25)

$DHITrimmed-94%$MPWRTrimmed-91.8%$CP.TOTrimmed-86%$MPCTrimmed-85.8%$UBERTrimmed-76.8%$AMATTrimmed-74.2%$ATITrimmed-67%$PSK.TOTrimmed-66.1%$DELLTrimmed-65.8%$PHMTrimmed-65.2%$AMDTrimmed-63.4%$HESTrimmed-60.5%$WSMTrimmed-58.8%$RYAAYTrimmed-53.2%$SHELTrimmed-53.1%$FCXTrimmed-49.8%$STLDTrimmed-49.4%$DKSTrimmed-49.2%$GAPTrimmed-48.5%$ADITrimmed-47.2%$YOUTrimmed-46.6%$VEEVTrimmed-44.4%$AIGTrimmed-42.8%$CDNSTrimmed-39.5%$3690.HKTrimmed-39.2%

Sep 2024vs Jun 2024

Bought (25)

$FBNew buy16.9%$ALNYNew buy0.1%$SBUXNew buy0.1%$ARGXNew buy0.1%$BKNew buy0.1%$TSLANew buy0.1%$GFL.TONew buy0.1%$HCANew buy0.1%$WELLNew buy0.1%$GAPNew buy0.1%$FTNTNew buy0.1%$RBLXNew buy0%$CACINew buy0%$PAYCNew buy0%$HEINew buy0%$CBRENew buy0%$DOCSNew buy0%$OSNew buy0%$PGNew buy0%$ALKTNew buy0%$MHKNew buy0%$ADYEN.ASNew buy0%$SPGINew buy0%$KVYONew buy0%$CHWYNew buy0%

Sold (25)

$METASold out$LRCXTrimmed-97.7%$BMBLTrimmed-93.7%$VLOTrimmed-92.4%$RYAAYTrimmed-86.7%$NUETrimmed-83.2%$ORCLTrimmed-79.3%$ASMLTrimmed-77.9%$HESTrimmed-75.9%$MRNATrimmed-71.6%$INTUTrimmed-62.3%$DISTrimmed-61.8%$QSRTrimmed-59.1%$DDOGTrimmed-59%$ATD.TOTrimmed-58.5%$PANWTrimmed-56.4%$VMCTrimmed-56%$CCJTrimmed-55.9%$SNPSTrimmed-55.7%$ADBETrimmed-53.4%$CDNSTrimmed-52.8%$STLDTrimmed-49%$IRTrimmed-48.9%$DELLTrimmed-48.2%$COOTrimmed-47.2%

Quarter-over-quarter change in disclosed positions. Diversified book — only the larger sell-outs are shown.

Holdings

Stock	Move	% of portfolio	Quarter-end px	Now	Since quarter-end
$NVDA NVIDIA CORP	Held	10.6%	$200.09	$230.36	+15.1%
$META META PLATFORMS INC	Trimmed	7.9%	$563.29	$616.77	+9.5%
$AMZN AMAZON.COM INC	Held	6.5%	$238.34	$258.51	+8.5%
$GOOGL ALPHABET INC	Held	4.8%	$357.37	$338.46	-5.3%
$BRK-A BERKSHIRE HATHAWAY INC DEL	Trimmed	3.1%	$748850.00	$759350.00	+1.4%
$AAPL APPLE INC	Added	3%	$289.36	$319.97	+10.6%
$GOOG ALPHABET INC	Held	3%	$353.33	$335.31	-5.1%
$AVGO BROADCOM INC	Added	2.5%	$377.75	$357.90	-5.3%
$MSFT MICROSOFT CORP	Trimmed	2.4%	$373.02	$499.70	+34%
$LLY ELI LILLY and CO	Held	2.3%	$1199.43	$1148.20	-4.3%
$APH AMPHENOL CORPORATION NEW	Trimmed	2.2%	$176.32	$82.78	-53.1%
$TSM TAIWAN SEMICONDUCTOR MFG CO LTD	Added	2.1%	$477.57	$428.91	-10.2%
$LOW LOWES COS INC	Added	1.2%	$220.49	$204.45	-7.3%
$GE GE AEROSPACE	Trimmed	1.2%	$373.73	$337.12	-9.8%
$PM PHILIP MORRIS INTERNATIONAL INC	Added	1.2%	$180.91	$182.53	+0.9%
$INTC INTEL CORP	Added	1.1%	$139.63	$95.80	-31.4%
$KLAC KLA CORP	Added	1.1%	$301.71	$185.60	-38.5%
$GEV GE VERNOVA INC	Trimmed	1.1%	$1174.86	$941.95	-19.8%
$000660.KS SK HYNIX INC	New buy	1.1%	$1766.04	$1647000.00	+93159.4%
$MU MICRON TECHNOLOGY INC	Added	1.1%	$1154.29	$1016.59	-11.9%
$V VISA INC	Trimmed	1%	$343.09	$375.07	+9.3%
$TMO THERMO FISHER SCIENTIFIC INC	Added	1%	$501.36	$613.78	+22.4%
$DE DEERE and CO	Added	1%	$634.33	$693.53	+9.3%
$MS MORGAN STANLEY	Added	1%	$209.04	$217.70	+4.1%
$GILD GILEAD SCIENCES INC	Added	0.9%	$126.34	$151.00	+19.5%
$BA BOEING CO	Added	0.8%	$216.47	$212.25	-1.9%
$DLTR DOLLAR TREE INC	Added	0.8%	$120.95	$131.42	+8.7%
$KO COCA COLA CO	Added	0.8%	$81.27	$88.07	+8.4%
$PGR PROGRESSIVE CORP OHIO	Added	0.8%	$218.45	$218.95	+0.2%
$AJG GALLAGHER (ARTHUR J.) and CO	Added	0.7%	$229.57	$262.69	+14.4%
$ANET ARISTA NETWORKS INC	Held	0.7%	$169.88	$193.78	+14.1%
$ASML ASML HOLDING NV	New buy	0.7%	$1989.44	$1714.88	-13.8%
$BIIB BIOGEN INC	Added	0.7%	$216.06	$220.83	+2.2%
$UNH UNITEDHEALTH GROUP INC	Added	0.7%	$415.63	$397.14	-4.4%
$BATS.L BRITISH AMERICAN TOBACCO PLC	New buy	0.7%	$61.88	$4125.00	+6565.8%
$HD HOME DEPOT INC	Added	0.7%	$352.68	$321.05	-9%
$JPM JPMORGAN CHASE and CO	Trimmed	0.6%	$327.33	$358.64	+9.6%
$GS GOLDMAN SACHS GROUP INC (THE)	Held	0.6%	$1011.37	$1038.61	+2.7%
$PANW PALO ALTO NETWORKS INC	Added	0.6%	$341.02	$333.26	-2.3%
$WAB WESTINGHOUSE AIR BRAKE TECH CORP	Added	0.6%	$269.60	$282.86	+4.9%
$DHR DANAHER CORP	Added	0.6%	$190.48	$207.66	+9%
$BRK-B BERKSHIRE HATHAWAY INC DEL	Trimmed	0.5%	$500.39	$506.03	+1.1%
$SHOP.TO SHOPIFY INC	Held	0.5%	$114.41	$200.76	+75.5%
$LYV LIVE NATION ENTERTAINMENT INC	Added	0.5%	$183.11	$173.50	-5.2%
$NFLX NETFLIX INC	Trimmed	0.5%	$71.40	$78.25	+9.6%
$CTVA CORTEVA INC	Added	0.5%	$84.69	$87.86	+3.7%
$ODFL OLD DOMINION FREIGHT LINES INC	Added	0.5%	$216.60	$185.87	-14.2%
$SHW SHERWIN WILLIAMS CO	Added	0.5%	$344.32	$333.71	-3.1%
$BNY BANK NEW YORK MELLON CORP	Trimmed	0.5%	$144.61	$164.84	+14%
$AXP AMERICAN EXPRESS CO	Trimmed	0.4%	$338.25	$326.16	-3.6%

Showing top 50 of 354 equity positions (this fund runs a diversified book).

Notable sell-outs this quarter: $XOM

Track Will Danoff between filings

13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.

Source: SEC N-PORT via FMP · holdings as of Jun 2026 · monthly portfolio, public with a delay. Long equity positions only. Not financial advice.