13F filer

Geode Capital Management

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1214717 SEC filings ↗

13F Value

$1.88T

Positions

4,447

Top Position

NVDA6.4%

Top 5

21.7%

Latest filing changes

vs Mar 31, 2026

1 MRVL Marvell Technology +67.9%+$2.53B

2 GOOG Alphabet Class C +2.8%+$1.10B

3 KO Coca-Cola +14.0%+$1.06B

4 NVDA NVIDIA +0.8%+$975.6M

5 CVNA Carvana +325.6%+$835.6M

Holdings4,447

#
1	NVDA NVIDIA	6.4%	$120.96B	+0.8%	606.22M	6.5%	Common Stock
2	AAPL Apple	5.7%	$107.17B	+0.7%	371.34M	5.8%	Common Stock
3	MSFT Microsoft	3.8%	$70.57B	+0.6%	189.63M	4.3%	Common Stock
4	AMZN Amazon	3.0%	$55.40B	-0.0%	233.21M	3.0%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 150,078,198 reported quantity $53,474,675,238 reported value	2.9%	$53.47B	-1.2%	150.08M	2.7%	Common Stock
6	AVGO Broadcom	2.3%	$43.86B	+1.8%	116.39M	2.2%	Common Stock
7	GOOG Alphabet Class C	2.2%	$40.38B	+2.8%	114.78M	2.0%	Common Stock
8	MU Micron Technology	1.7%	$31.88B	+1.0%	27.71M	0.6%	Common Stock
9	META Meta Platforms	1.6%	$30.84B	+1.4%	54.95M	1.9%	Common Stock
10	TSLA Tesla	1.5%	$28.86B	+1.3%	68.91M	1.6%	Common Stock
11	LLY Eli Lilly	1.3%	$24.28B	+0.6%	20.31M	1.2%	Common Stock
12	AMD Advanced Micro Devices	1.2%	$22.93B	-0.6%	39.57M	0.5%	Common Stock
13	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 41,525,290 reported quantity $20,742,623,735 reported value	1.1%	$20.74B	+0.9%	41.53M	1.2%	Common Stock
14	JPM JPMorgan Chase	1.1%	$20.13B	-1.3%	61.71M	1.1%	Common Stock
15	AMAT Applied Materials	0.8%	$15.88B	+0.4%	22.01M	0.5%	Common Stock
16	V Visa	0.8%	$15.53B	+0.9%	45.29M	0.8%	Common Stock
17	INTC Intel	0.8%	$15.36B	+0.7%	110.34M	0.3%	Common Stock
18	JNJ Johnson & Johnson	0.8%	$14.97B	-0.1%	59.09M	0.9%	Common Stock
19	LRCX Lam Research Filing details 512807306 Jun 30, 2026 34,506,240 reported quantity $14,923,007,951 reported value	0.8%	$14.92B	-1.9%	34.51M	0.5%	Common Stock
20	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 98,426,986 reported quantity $13,399,311,482 reported value	0.7%	$13.40B	+3.1%	98.43M	1.0%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing189

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.