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Will Danoff

Fidelity Contrafund·growth·Retail & diversified funds
FCNTX

~12–13% since 1990

Portfolio value

$138.3B

Positions

274

Top 5 concentration

38%

New buys this quarter

1

Track record vs S&P 500

$FCNTX · total return since 2003

$10k grew to

$155k

CAGR

12.7%

vs S&P 500

+2.2%/yr

See the full comparison chart

Quarterly activity

What Will Danoff bought and sold each quarter.

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%
Jun 2024vs Mar 2024

Bought (25)

$GNENew buy0.8%$CNQNew buy0.3%$RYNew buy0.2%$THCNew buy0.1%$SHELNew buy0.1%$GFLNew buy0.1%$ELVNew buy0.1%$OR.PANew buy0.1%$PINSNew buy0%$CTRINew buy0%$PHMNew buy0%$WABNew buy0%$PDDNew buy0%$IBKRNew buy0%$BPMCNew buy0%$GPINew buy0%$KRYSNew buy0%$UCB.BRNew buy0%$INCYNew buy0%$MUNew buy0%$ARX.TONew buy0%$GDDYNew buy0%$DYNNew buy0%$ULSNew buy0%$CVENew buy0%

Sold (25)

$GESold out$ODFLTrimmed-99.3%$ROPTrimmed-90.8%$ADBETrimmed-89%$NOCTrimmed-85%$DETrimmed-82.7%$HDTrimmed-81.2%$NXTTrimmed-68.4%$AURTrimmed-68.3%$MDLZTrimmed-68.2%$PANWTrimmed-66.7%$ACNTrimmed-64.5%$NETTrimmed-61.7%$FASTTrimmed-59.7%$EOGTrimmed-55.4%$1211.HKTrimmed-53.3%$OXYTrimmed-50.7%$GLPGTrimmed-46.1%$CP.TOTrimmed-44.6%$HESTrimmed-41.9%$NUETrimmed-41.3%$BTGTrimmed-40.5%$COPTrimmed-38.1%$MSCITrimmed-36.3%$HUBSTrimmed-35.2%

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

Holdings

StockMove% of portfolioSince report
$META

META PLATFORMS INC

Trimmed
11.7%
+10.4%
$NVDA

NVIDIA CORP

Held
10.7%
+16.3%
$AMZN

AMAZON.COM INC

Trimmed
6.5%
+18.6%
$BRK-A

BERKSHIRE HATHAWAY INC DEL

Trimmed
4.7%
+3.2%
$GOOGL

ALPHABET INC

Held
4.4%
+24.8%
$MSFT

MICROSOFT CORP

Trimmed
3.4%
+3.8%
$GOOG

ALPHABET INC

Held
2.7%
+24.2%
$AAPL

APPLE INC

Trimmed
2.7%
+24.6%
$APH

AMPHENOL CORPORATION NEW

Trimmed
2.4%
+28.4%
$AVGO

BROADCOM INC

Added
2.1%
+29.6%
$LLY

ELI LILLY and CO

Trimmed
2.1%
+32.3%
$NFLX

NETFLIX INC

Held
2%
-21.5%
$XOM

EXXON MOBIL CORP

Added
1.7%
-19%
$V

VISA INC

Held
1.5%
+15.2%
$GEV

GE VERNOVA INC

Trimmed
1.5%
+23.2%
$TSM

TAIWAN SEMICONDUCTOR MFG CO LTD

Added
1.5%
+29.3%
$GE

GE AEROSPACE

Trimmed
1.3%
+26.5%
$BRK-B

BERKSHIRE HATHAWAY INC DEL

New buy
1.2%
+3.4%
$GILD

GILEAD SCIENCES INC

Added
1%
-3.3%
$LOW

LOWES COS INC

Added
1%
-9.9%
$JPM

JPMORGAN CHASE and CO

Trimmed
1%
+14%
$PM

PHILIP MORRIS INTERNATIONAL INC

Added
0.9%
+9.6%
$MS

MORGAN STANLEY

Held
0.8%
+35%
$DE

DEERE and CO

Added
0.8%
+5.3%
$TMO

THERMO FISHER SCIENTIFIC INC

Added
0.7%
+6.8%
$KO

COCA COLA CO

Trimmed
0.7%
+8.7%
$BA

BOEING CO

Added
0.7%
+12.1%
$SHOP.TO

SHOPIFY INC

Held
0.6%
+47%
$GS

GOLDMAN SACHS GROUP INC (THE)

Trimmed
0.6%
+24.8%
$ANET

ARISTA NETWORKS INC

Added
0.6%
+50.4%
$KLAC

KLA CORP

Added
0.6%
-84.4%
$DLTR

DOLLAR TREE INC

Added
0.5%
+10.4%
$COST

COSTCO WHOLESALE CORP

Trimmed
0.5%
-8.4%
$AXP

AMERICAN EXPRESS CO

Trimmed
0.5%
+14.6%
$PGR

PROGRESSIVE CORP OHIO

Added
0.5%
+15.8%
$BNY

BANK NEW YORK MELLON CORP

Trimmed
0.5%
+28.3%
$FNV.TO

FRANCO NEVADA CORP

Held
0.5%
+19.1%
$ODFL

OLD DOMINION FREIGHT LINES INC

Added
0.5%
+15.6%
$WAB

WESTINGHOUSE AIR BRAKE TECH CORP

Added
0.4%
+3.9%
$BIIB

BIOGEN INC

Added
0.4%
+8.5%
$SHW

SHERWIN WILLIAMS CO

Added
0.4%
+3.6%
$HD

HOME DEPOT INC

Added
0.4%
+3%
$AJG

GALLAGHER (ARTHUR J.) and CO

Added
0.4%
+17.2%
$SCHW

SCHWAB CHARLES CORP

Added
0.4%
+8.4%
$VLO

VALERO ENERGY CORP

Added
0.4%
+13.8%
$C

CITIGROUP INC

Trimmed
0.4%
+23.1%
$DHR

DANAHER CORP

Added
0.4%
+3.4%
$BSX

BOSTON SCIENTIFIC CORP

Trimmed
0.4%
-28.3%
$IMO.TO

IMPERIAL OIL LTD

Added
0.4%
+30%
$LYV

LIVE NATION ENTERTAINMENT INC

Added
0.3%
+19.7%

Showing top 50 of 274 equity positions (this fund runs a diversified book).

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