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FIL Ltd

SEC Form 13F institutional filer · CIK 0000318989

13F-HR · 475 reported holdings · 2026-03-31

Asset management firm, subsidiary of FIL Limited (Fidelity International).

Reported long-US-equity value

$60.09B

Top-10 concentration

33.9%

FIL Ltd — $60.1B AUM allocation strategy

FIL Ltd files SEC Form 13F and reports $60.1B of long US equity value across 475 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 24.3%, followed by Communication Services 9.4% and Financials 7.1%.

The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

FIL Ltd — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$60.1B

total across 475 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

34% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$WBD$CSX$ZTS

+$WBD +5.86M sh · +$161M+$CSX +4.41M sh · +$195M+$ZTS +3.35M sh · +$380M

Biggest trims (shares)

$BKR$SW$CSCO

−$BKR −7.02M sh · −$241M−$SW −6.95M sh · −$267M−$CSCO −5.6M sh · −$428M

Added from nil (new positions)

$LITE$CF$AEE$BF.B$APTV

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$AKAM$QQQM$VST$HONA$PYPL

$AKAM ($123M last qtr)$QQQM ($14M last qtr)$VST ($6.37M last qtr)$HONA ($6.04M last qtr)$PYPL ($2.18M last qtr)

Sector allocation (share of reported value)

Information Technology 24%Communication Services 9%Financials 7%Consumer Discretionary 5%Materials 2%Industrials 1%Other holdings 51%SECTORS
  • $XLKInformation Technology24.3%
  • $XLCCommunication Services9.4%
  • $XLFFinancials7.1%
  • $XLYConsumer Discretionary4.5%
  • $XLBMaterials1.7%
  • $XLIIndustrials1.5%
  • Other holdings51.5%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 8%Interactive Media & Services 7%Systems Software 6%Application Software 5%Broadline Retail 5%Technology Hardware, Storage & Peripherals 4%Movies & Entertainment 2%Industrial Gases 2%Other holdings 62%INDUSTRIES
  • Semiconductors7.7%
  • Interactive Media & Services7.5%
  • Systems Software6.2%
  • Application Software4.6%
  • Broadline Retail4.5%
  • Technology Hardware, Storage & Peripherals4.3%
  • Movies & Entertainment1.9%
  • Industrial Gases1.7%
  • Other holdings61.7%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$MSFTMicrosoft Corporation9.99M$3.7B+1.14M6.2%
$GOOGAlphabet Inc. Class C Capital Stock10.3M$2.96B-564K4.9%
$AMZNAmazon.com Inc13M$2.7B+673K4.5%
$AAPLApple Inc10.1M$2.56B+180K4.3%
$TXNTexas Instruments Incorporated9.94M$1.93B+1.48M3.2%
$NVDANVIDIA Corporation10.3M$1.79B+1.09M3.0%
$METAMeta Platforms Inc2.68M$1.53B+327K2.5%
$NFLXNetflix Inc12M$1.16B+2.03M1.9%
$LINLinde plc2.04M$1.01B+434K1.7%
$CMECME Group Inc3.39M$1B-183K1.7%

…and 465 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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