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  1. www.geodecapital.comGeode Capital

    Geode Capital Management is a systematic asset manager providing core beta exposures across a range of equity and niche asset classes. Geode provides clients with a transparent investment process with a focus on risk-adjusted performance. Learn More About Geode.

    • Firm

      Geode Capital Management is a global systematic investment...

    • Investment Capabilities

      Geode uses a team-based approach across each of the firm’s...

    • Contact Us

      Corporate Offices. 100 Summer Street, 12th Floor Boston, MA...

    • Geode History

      Geode was founded in 2001 and set out to create structured...

    • Our Team

      Our investment professionals are experienced in each of...

    • Strategies

      Risk-adjusted performance, transparency of investment...

    • Business Management

      Mr. Lane is responsible for the overall management of Geode,...

    • Investment Leadership

      Navid Sohrabi is a Senior Portfolio Manager within Geode’s...

  2. Feb 9, 2022 · Fidelity’s little-known passive investment business Geode Capital Management surged to $1tn in assets last year, underscoring its quiet emergence as a major player in the index fund industry.

  3. $955 trillion Assets Under Management (AUM) As of 6th February 2024, Geode Capital Management’s top holding is 154,271,276 shares of Microsoft currently worth over $57.9 trillion and making up 6.1% of the portfolio value.

    Security
    Shares Owned
    Value
    Allocation
    2.02% 154,271,276
    $57,866,504,593,000
    6.06%
    1.59% 300,822,623
    $57,761,304,497,000
    6.05%
    2.63% 180,838,577
    $27,396,662,407,000
    2.87%
    3.05% 49,994,598
    $24,691,315,899,000
    2.58%
    • (13)
  4. Geode Capital Management, LLC (Geode) is an American investment management firm based in Boston, Massachusetts.

  5. Latest statistics and disclosures from Geode Capital Management's latest quarterly 13F-HR filing: Top 5 stock holdings are MSFT , AAPL , NVDA , AMZN , META , and represent 20.57% of Geode Capital Management's stock portfolio.

    Company (ticker)
    Portfolio Weight
    Valued At
    Change In Shares
    Microsoft Corporation ( MSFT )
    6.1
    $66B
    +4%
    Apple ( AAPL )
    4.9
    $53B
    +3%
    NVIDIA Corporation ( NVDA )
    4.4
    $47B
    +8%
    Amazon ( AMZN )
    3.1
    $34B
    +6%
  6. Geode Capital Management is a hedge fund with 161 clients and discretionary assets under management (AUM) of $1,062,795,395,069 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $1,081,306,080,934 in managed 13F securities and a top 10 holdings concentration of 27.52%.

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  8. Geode is able to offer institutional investors the essential building blocks for today’s changing investment landscape. As of December 31, 2022, Geode manages over $866 billion.

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