Holdings of Select Consumer Discretionary Portfolio
Fidelity Select Portfolios · 57 declared positions · as of Feb 28, 2026
Original filing · Net assets 960M $ · Ten largest lines: 63.2 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 52 | 931.3M $ | 97.27 % |
| CA | 1 | 11.3M $ | 1.18 % |
| AU | 1 | 7.6M $ | 0.79 % |
| VG | 1 | 2.8M $ | 0.30 % |
| FR | 1 | 2.2M $ | 0.23 % |
| CH | 1 | 2.2M $ | 0.23 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Amazon.com Inc | 995,999 | 209.2M $ | 21.79 % |
| Tesla Inc | 367,421 | 147.9M $ | 15.41 % |
| Home Depot Inc/The | 115,594 | 44M $ | 4.58 % |
| Lowe's Cos Inc | 162,603 | 43M $ | 4.48 % |
| McDonald's Corp. | 109,926 | 37.5M $ | 3.91 % |
| TJX Cos Inc/The | 201,946 | 32.6M $ | 3.40 % |
| Hilton Worldwide Holdings Inc | 86,856 | 27.1M $ | 2.82 % |
| Somnigroup International Inc | 260,592 | 23.3M $ | 2.43 % |
| Ross Stores Inc | 107,970 | 22.2M $ | 2.31 % |
| Dick's Sporting Goods Inc | 87,646 | 17.8M $ | 1.86 % |
| General Motors Co | 222,730 | 17.5M $ | 1.83 % |
| Tapestry Inc | 98,132 | 15.3M $ | 1.59 % |
| Booking Holdings Inc | 3,587 | 15.2M $ | 1.58 % |
| NIKE Inc | 230,404 | 14.3M $ | 1.49 % |
| Floor & Decor Holdings Inc | 205,605 | 14.2M $ | 1.48 % |
| Domino's Pizza Inc | 34,628 | 13.9M $ | 1.45 % |
| Academy Sports & Outdoors Inc | 227,980 | 13.7M $ | 1.43 % |
| PulteGroup Inc | 95,440 | 13.1M $ | 1.36 % |
| Dollar Tree Inc | 98,904 | 12.5M $ | 1.30 % |
| Williams-Sonoma Inc | 56,090 | 11.5M $ | 1.20 % |
| Aritzia Inc | 127,600 | 11.3M $ | 1.18 % |
| Aptiv PLC | 138,310 | 10.2M $ | 1.06 % |
| Carnival Corp | 319,720 | 10.1M $ | 1.05 % |
| TopBuild Corp | 21,495 | 9.6M $ | 1.00 % |
| Chipotle Mexican Grill Inc | 255,000 | 9.5M $ | 0.99 % |
| Restaurant Brands International Inc | 127,875 | 9.2M $ | 0.96 % |
| Deckers Outdoor Corp | 74,204 | 8.7M $ | 0.91 % |
| MercadoLibre Inc | 4,685 | 8.2M $ | 0.86 % |
| Lithia Motors Inc | 27,780 | 7.8M $ | 0.81 % |
| James Hardie Industries PLC | 312,343 | 7.6M $ | 0.79 % |
| Marriott International Inc/MD | 21,238 | 7.3M $ | 0.76 % |
| Churchill Downs Inc | 78,556 | 7.2M $ | 0.75 % |
| Cavco Industries Inc | 12,280 | 7.1M $ | 0.74 % |
| Starbucks Corp | 67,720 | 6.6M $ | 0.69 % |
| Wyndham Hotels & Resorts Inc | 72,780 | 6M $ | 0.62 % |
| Royal Caribbean Cruises Ltd | 18,980 | 5.9M $ | 0.61 % |
| LCI Industries | 42,648 | 5.7M $ | 0.59 % |
| Group 1 Automotive Inc | 16,480 | 5.4M $ | 0.56 % |
| Red Rock Resorts Inc | 87,280 | 5.3M $ | 0.55 % |
| PVH Corp | 76,417 | 5.2M $ | 0.55 % |
| Sally Beauty Holdings Inc | 318,739 | 5.1M $ | 0.53 % |
| Dauch Corporation | 758,750 | 5M $ | 0.52 % |
| Ollie's Bargain Outlet Holdings Inc | 45,855 | 4.9M $ | 0.51 % |
| Meritage Homes Corp | 63,600 | 4.8M $ | 0.50 % |
| Etsy Inc | 84,370 | 4.6M $ | 0.48 % |
| RH INC | 26,800 | 4.4M $ | 0.46 % |
| Gap Inc/The | 156,600 | 4.4M $ | 0.46 % |
| Aramark | 103,433 | 4.3M $ | 0.45 % |
| Wayfair Inc | 45,516 | 3.5M $ | 0.36 % |
| Capri Holdings Ltd | 138,060 | 2.8M $ | 0.30 % |
| O'Reilly Automotive Inc | 28,015 | 2.6M $ | 0.27 % |
| Flutter Entertainment PLC | 20,960 | 2.2M $ | 0.23 % |
| LVMH Moet Hennessy Louis Vuitton SE | 3,470 | 2.2M $ | 0.23 % |
| On Holding AG | 47,177 | 2.2M $ | 0.23 % |
| Performance Food Group Co | 18,770 | 1.8M $ | 0.19 % |
| BOBS DISCOUNT FURNITURE INC | 63,100 | 1.3M $ | 0.14 % |
| Ulta Beauty Inc | 1,870 | 1.3M $ | 0.13 % |