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SW

Steve Wymer

Fidelity Growth Company·growth·Retail & diversified funds
FDGRX

~13–14% since 1983

Latest 13F on file is Feb 2026Steve Wymer hasn't filed a more recent one (current quarter: Mar 2026). Managers who fall below the $100M threshold or deregister stop filing.

Portfolio value

$72.4B

Positions

314

Top 5 concentration

44%

New buys this quarter

0

Track record vs S&P 500

$FDGRX · total return since 2003

$10k grew to

$261k

CAGR

15.2%

vs S&P 500

+4.8%/yr

See the full comparison chart

Quarterly activity

What Steve Wymer bought and sold each quarter.

Feb 2026vs Nov 2025

Bought (25)

$DENew buy0.1%$MDLNNew buy0.1%$NKTRNew buy0.1%$2390059DNew buy0.1%$LMTNew buy0%$HNew buy0%$BTINew buy0%$GHNew buy0%$ODFLNew buy0%$FSLYNew buy0%$UNPNew buy0%$TRVINew buy0%$XOMNew buy0%$AVYNew buy0%$CAVANew buy0%$NTRANew buy0%$BROSNew buy0%$EQPTNew buy0%$MANENew buy0%$YUMNew buy0%$PYPLNew buy0%$JBLUNew buy0%$VSNTNew buy0%$USBNew buy0%$RGENNew buy0%

Sold (25)

$ZTrimmed-83.4%$CLS.TOTrimmed-74%$SLABTrimmed-70%$CVSTrimmed-69.3%$CRWVTrimmed-67%$CRCLTrimmed-60.3%$PRCTTrimmed-51.3%$RDDTTrimmed-48.6%$DECKTrimmed-42.9%$DHITrimmed-42%$HOODTrimmed-40.5%$CMCSATrimmed-39.5%$TGTTrimmed-36.4%$CARTrimmed-34.5%$CBRETrimmed-32.6%$LENTrimmed-27.5%$TOLTrimmed-22.4%$ABX.TOTrimmed-18.5%$NUVLTrimmed-17.6%$APOTrimmed-13.5%$HRMYTrimmed-13.4%$SHOP.TOTrimmed-12.3%$CVNATrimmed-11.5%$HUBSTrimmed-10.1%$TMUSTrimmed-8.6%
Nov 2025vs Aug 2025

Bought (25)

$CRWVNew buy0.2%$LUMNNew buy0.1%$LENZNew buy0.1%$LKNCYNew buy0.1%$NTSKNew buy0%$TARSNew buy0%$VIANew buy0%$FUTUNew buy0%$AMLXNew buy0%$NG.TONew buy0%$BRCBNew buy0%$FIGNew buy0%$HCANew buy0%$K.TONew buy0%$FNV.TONew buy0%$BIIBNew buy0%$2596459DNew buy0%$CCOINew buy0%$FIGRNew buy0%$SOLSNew buy0%$MUNew buy0%$CFLTNew buy0%$IMRXNew buy0%$MAZENew buy0%$TXGNew buy0%

Sold (25)

$COINTrimmed-94%$LULUTrimmed-83.5%$SNAPTrimmed-73.8%$ALKTrimmed-73.3%$CARTrimmed-58.2%$KRTrimmed-56.9%$LOWTrimmed-55%$CHDTrimmed-47.2%$LENTrimmed-42.7%$CRMTrimmed-41%$DECKTrimmed-35.2%$CLXTrimmed-35.1%$JANXTrimmed-34.3%$CTVATrimmed-32.6%$SHOP.TOTrimmed-32%$MRNATrimmed-31.3%$HOODTrimmed-29%$WINGTrimmed-28.7%$LUVTrimmed-28%$ISRGTrimmed-24.6%$KVUETrimmed-22.3%$FLRTrimmed-20.7%$HRMYTrimmed-20.3%$PEPTrimmed-19.4%$RRCTrimmed-18.5%
Aug 2025vs May 2025

Bought (25)

$ALKNew buy0.1%$INSMNew buy0.1%$SGINew buy0.1%$ABVXNew buy0%$AVBPNew buy0%$CAINew buy0%$CHYMNew buy0%$CRCLNew buy0%$FIXNew buy0%$HTFLNew buy0%$JBIONew buy0%$OMDANew buy0%$SIMONew buy0%$TWLONew buy0%$VFCNew buy0%$MSFTAdded+6.3%$AVGOAdded+23%$ORCLAdded+10.7%$APPAdded+10.4%$HDAdded+5.3%$COSTAdded+5.2%$NOWAdded+11.8%$RBLXAdded+136.7%$UALAdded+78.6%$LOWAdded+5.8%

Sold (25)

$AKAMTrimmed-94.9%$CRMTrimmed-87.6%$ACITrimmed-76.2%$SMPLTrimmed-71.7%$LULUTrimmed-68.5%$SNAPTrimmed-61.6%$ANNXTrimmed-59.7%$FLRTrimmed-56.4%$PEPTrimmed-51.6%$PGTrimmed-49.3%$DOCUTrimmed-49.2%$AMATTrimmed-45.6%$COINTrimmed-42%$CAHTrimmed-40.8%$ADBETrimmed-40.4%$ANETTrimmed-34.7%$KRTrimmed-32.1%$WMTTrimmed-32.1%$HUBSTrimmed-29.4%$OKTATrimmed-27.5%$RIVNTrimmed-25.1%$TGTTrimmed-22.4%$GOOGLTrimmed-19.9%$UNPTrimmed-19.9%$KDPTrimmed-19.7%
May 2025vs Feb 2025

Bought (25)

$CAHNew buy0.1%$ABX.TONew buy0.1%$CVSNew buy0.1%$MCKNew buy0.1%$MSTRNew buy0.1%$MOSNew buy0%$TOLNew buy0%$AEM.TONew buy0%$OCULNew buy0%$CAGNew buy0%$DHRNew buy0%$DHINew buy0%$LENNew buy0%$TMONew buy0%$FSLRNew buy0%$METAAdded+6%$TSLAAdded+11.3%$VAdded+7.8%$AVGOAdded+19.6%$MAAdded+13.1%$PMAdded+5.7%$DECKAdded+11.8%$APPAdded+97.6%$CIENAdded+13.1%$HOODAdded+11%

Sold (25)

$MCRBTrimmed-97.5%$DUOLTrimmed-95.5%$MDBTrimmed-93.6%$EXPETrimmed-86.8%$APPFTrimmed-85.3%$IBMTrimmed-83.4%$GLUETrimmed-80.3%$PLTRTrimmed-79.9%$AKAMTrimmed-75.2%$ZBRATrimmed-72.4%$GSTrimmed-67%$SKXTrimmed-66.6%$ANROTrimmed-65%$ARMTrimmed-64.7%$VKTXTrimmed-64.6%$CARTrimmed-64%$AXPTrimmed-60.2%$CLS.TOTrimmed-60%$PCVXTrimmed-55.5%$REGNTrimmed-54.6%$IPSCTrimmed-53.9%$CFLTTrimmed-52.1%$XYZTrimmed-48.8%$KDTrimmed-45.1%$EMRTrimmed-44.4%
Feb 2025vs Nov 2024

Bought (25)

$METANew buy4.3%$PNew buy1.4%$SHOP.TONew buy0.4%$ONCNew buy0.3%$RNAMNew buy0.2%$WBANew buy0.1%$MTSRNew buy0.1%$GENew buy0.1%$RELIANCE.NSNew buy0.1%$ACINew buy0%$TTANNew buy0%$CCO.TONew buy0%$WDCNew buy0%$CADLNew buy0%$2518347DNew buy0%$EATNew buy0%$285A.TNew buy0%$IVVDNew buy0%$LITENew buy0%$GLWNew buy0%$ORKANew buy0%$JBLUNew buy0%$WELLNew buy0%$AALNew buy0%$KRMNNew buy0%

Sold (25)

$PSTGSold out$FBSold out$CELHTrimmed-97.2%$CRUSTrimmed-97.1%$TEVATrimmed-95.2%$LMTTrimmed-86.7%$GEVTrimmed-76%$SAGETrimmed-63.5%$RDNTTrimmed-60.9%$BEAMTrimmed-55.9%$GNRCTrimmed-52.3%$AMDTrimmed-52%$EMRTrimmed-51.9%$ADSKTrimmed-51.4%$ADBETrimmed-46.5%$UBERTrimmed-45%$CVNATrimmed-44%$AVAVTrimmed-42.7%$VKTXTrimmed-40.7%$MUTrimmed-39.4%$TXNTrimmed-37.9%$CROXTrimmed-36.8%$ONTrimmed-36.6%$CLS.TOTrimmed-33.4%$TMUSTrimmed-33.2%
Nov 2024vs Aug 2024

Bought (25)

$APPNew buy0.3%$CLS.TONew buy0.1%$NRIXNew buy0%$APPFNew buy0%$BRBRNew buy0%$BABANew buy0%$TCOMNew buy0%$UPBNew buy0%$DASHNew buy0%$RNACNew buy0%$BHVNNew buy0%$CBLLNew buy0%$CRNXNew buy0%$TECXNew buy0%$SARONew buy0%$TBBBNew buy0%$ATATNew buy0%$CAMPNew buy0%$EXASNew buy0%$SMPLNew buy0%$ZBIONew buy0%$WSCNew buy0%$FBAdded+11.9%$TSLAAdded+6.1%$DECKAdded+502.3%

Sold (25)

$OZONTrimmed-99.5%$NVOTrimmed-98.6%$LYFTTrimmed-90.1%$FSLRTrimmed-83%$RIVNTrimmed-81.3%$DISTrimmed-81.2%$WIZZ.LTrimmed-79.6%$MNSTTrimmed-79.1%$PRPLTrimmed-73.4%$ASMLTrimmed-70.7%$WMTTrimmed-67.8%$TOLTrimmed-66.2%$LENTrimmed-54.4%$LEGNTrimmed-51.2%$COINTrimmed-49.4%$CTVATrimmed-48.9%$2331.HKTrimmed-48.3%$AMDTrimmed-48.3%$MPWRTrimmed-44.6%$CATTrimmed-44%$TMOTrimmed-41.9%$CRUSTrimmed-41%$MUTrimmed-36%$LULUTrimmed-27.7%$IBMTrimmed-25.9%
Aug 2024vs May 2024

Bought (25)

$FBNew buy2.8%$CVNANew buy0.2%$CBRENew buy0.1%$KMXNew buy0.1%$MMYTNew buy0.1%$AZEKNew buy0%$CARTNew buy0%$DNLINew buy0%$MMMNew buy0%$NOKNew buy0%$OSNew buy0%$RAPPNew buy0%$SMTCNew buy0%$SRPTNew buy0%$SYRENew buy0%$TEVANew buy0%$TRDANew buy0%$WINGNew buy0%$ZBRANew buy0%$NVDAAdded+786%$LLYAdded+10.6%$NTNXAdded+7.3%$VAdded+5.4%$ORCLAdded+23.7%$ADBEAdded+8.9%

Sold (25)

$METASold out$ZLABTrimmed-99.6%$DETrimmed-99.2%$2269.HKTrimmed-98.4%$CELHTrimmed-92.9%$UNHTrimmed-84.1%$CCJTrimmed-82.5%$RNGTrimmed-82.1%$PANWTrimmed-74.2%$SMCITrimmed-69.2%$ACADTrimmed-68.1%$ACNTrimmed-66.4%$HSYTrimmed-64%$MUTrimmed-63.7%$FLTrimmed-59.4%$SNOWTrimmed-53.6%$LOWTrimmed-52.2%$PENNTrimmed-49.8%$BTAITrimmed-48.2%$FRSHTrimmed-48%$VRTTrimmed-48%$DISTrimmed-47.4%$BGTrimmed-46.5%$ASMLTrimmed-45.3%$ODFLTrimmed-44.4%
May 2024vs Feb 2024

Bought (25)

$ALABNew buy0.1%$APGENew buy0.1%$GEVNew buy0.1%$ADS.DENew buy0.1%$GNENew buy0.1%$LXRXNew buy0%$GSNew buy0%$SNPSNew buy0%$DELLNew buy0%$BOLDNew buy0%$7011.TNew buy0%$APONew buy0%$GEHCNew buy0%$RDDTNew buy0%$CAVANew buy0%$BLLNew buy0%$KRRONew buy0%$RDNTNew buy0%$RBRKNew buy0%$HOODNew buy0%$AXPNew buy0%$LEVINew buy0%$6954.TNew buy0%$IBTANew buy0%$PINSNew buy0%

Sold (25)

$TSBXTrimmed-97.8%$PODDTrimmed-82.4%$LZTrimmed-79.8%$HALTrimmed-62.9%$BKRTrimmed-52.3%$FRSHTrimmed-45%$RMBLTrimmed-43.3%$ACADTrimmed-39.9%$INSPTrimmed-32.8%$DETrimmed-29.4%$AVAVTrimmed-21.5%$ACNTrimmed-20.9%$NVDATrimmed-19.5%$DISTrimmed-18.7%$PANWTrimmed-17.4%$HUMTrimmed-16.9%$RRCTrimmed-16.4%$CARTrimmed-16.4%$GLUETrimmed-14.6%$ELFTrimmed-13.5%$WIZZ.LTrimmed-13.4%$ORCLTrimmed-13.1%$AMDTrimmed-13%$IPSCTrimmed-12.8%$SKINTrimmed-10.1%

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

Holdings

StockMove% of portfolioSince report

NVIDIA CORP

Held
17.9%
+14.4%

APPLE INC

Held
8.7%
+19.7%

MICROSOFT CORP

Held
6.9%
-2.1%

AMAZON.COM INC

Held
5.5%
+17.6%

ALPHABET INC

Held
4.9%
+15.1%

META PLATFORMS INC

Held
4%
-2.6%

CIENA CORP

Added
3.3%
+32.6%

ALPHABET INC

Added
3.2%
+14.4%

ELI LILLY and CO

Added
2.7%
+15.7%

TESLA INC

Added
2.1%
+1%

BROADCOM INC

Added
2%
+25.5%

PURE STORAGE INC

Held
1.4%
+26.1%

NETFLIX INC

Held
1.3%
-21.6%

VISA INC

Held
1.2%
+8.8%

IONIS PHARMACEUTICALS INC

Held
0.9%
-20.8%

MASTERCARD INC

Held
0.9%
+1.2%

PHILIP MORRIS INTERNATIONAL INC

Held
0.9%
-3%

APPLOVIN CORP

Held
0.8%
+19.7%

ORACLE CORP

Held
0.8%
-0.8%

CORNING INC

Added
0.8%
+28%

NUTANIX INC

Held
0.7%
+45.1%

LUMENTUM HOLDINGS INC

Added
0.7%
+12.1%

ARGENX SE

Held
0.6%
+18.6%

COHERENT CORP

Held
0.6%
+26.4%

COCA COLA CO

Added
0.6%
+1.3%

TJX COMPANIES INC

Held
0.6%
-6.7%

HOME DEPOT INC

Held
0.6%
-11%

ALNYLAM PHARMACEUTICALS INC

Held
0.6%
-6%

CLOUDFLARE INC

Held
0.6%
+60%

COSTCO WHOLESALE CORP

Held
0.5%
-9.7%

SITIME CORP

Added
0.5%
+62.9%

WAYFAIR INC

Held
0.5%
+18.3%

GE AEROSPACE

Added
0.4%
+4.9%

ASTERA LABS INC

Held
0.4%
+251.3%

NOKIA CORP

Added
0.4%
+67.2%

UNITED AIRLINES HOLDINGS INC

Held
0.4%
+21.4%

KLA CORP

Held
0.4%
-84.9%

INTUITIVE SURGICAL INC

Held
0.4%
-18.3%

MODERNA INC

Added
0.4%
+42.9%

REVOLUTION MEDICINES INC

Held
0.4%
+87.3%

FREEPORT-MCMORAN INC

Added
0.3%
-11.1%

GE VERNOVA INC

Held
0.3%
+23.1%

OLLIES BARGAIN OUTLET HLDGS INC

Held
0.3%
-40.5%

MARVELL TECHNOLOGY INC

Added
0.3%
+197.8%

DECKERS OUTDOOR CORP

Trimmed
0.3%
-11.1%

ROBINHOOD MARKETS INC

Trimmed
0.3%
+51.8%

UBER TECHNOLOGIES INC

Trimmed
0.3%
-1.4%

KRYSTAL BIOTECH INC

Held
0.3%
+34.7%

TAIWAN SEMICONDUCTOR MFG CO LTD

Held
0.3%
+16.7%

BOOKING HOLDINGS INC

Held
0.3%
-95.9%

Showing top 50 of 314 equity positions (this fund runs a diversified book).

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