Holdings of Select Automotive Portfolio
Fidelity Select Portfolios · 35 declared positions · as of Feb 28, 2026
Original filing · Net assets 65.8M $ · Ten largest lines: 73.8 % of the equity sleeve
Sector breakdown
- Consumer discretionary 57.8 %
- Technology 1.1 %
- Industrials 0.7 %
- Unattributed 40.4 %
Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown
- USD 98.4 %
- CAD 0.6 %
- HKD 0.5 %
- EUR 0.5 %
The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown
- US 74.4 %
- JP 15.8 %
- IT 4.4 %
- NL 2.0 %
- CN 1.7 %
- CA 0.6 %
- KY 0.6 %
- HK 0.5 %
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 26 | 49M $ | 74.43 % |
| JP | 2 | 10.4M $ | 15.76 % |
| IT | 2 | 2.9M $ | 4.44 % |
| NL | 1 | 1.3M $ | 1.97 % |
| CN | 1 | 1.1M $ | 1.71 % |
| CA | 1 | 420.4K $ | 0.64 % |
| KY | 1 | 372K $ | 0.57 % |
| HK | 1 | 325.5K $ | 0.49 % |
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| General Motors Co | 106,573 | 8.4M $ | 12.75 % |
| Toyota Motor Corp | 33,760 | 8.2M $ | 12.44 % |
| O'Reilly Automotive Inc | 83,289 | 7.8M $ | 11.88 % |
| Tesla Inc | 14,941 | 6M $ | 9.14 % |
| AutoZone Inc | 1,000 | 3.8M $ | 5.71 % |
| Carvana Co | 10,400 | 3.5M $ | 5.28 % |
| Ford Motor Co | 245,577 | 3.5M $ | 5.26 % |
| Dana Inc | 78,670 | 2.7M $ | 4.09 % |
| Ferrari NV | 6,896 | 2.6M $ | 3.98 % |
| Honda Motor Co Ltd | 72,565 | 2.2M $ | 3.33 % |
| Copart Inc | 39,007 | 1.5M $ | 2.26 % |
| BorgWarner Inc | 24,910 | 1.4M $ | 2.18 % |
| OPENLANE Inc | 48,755 | 1.4M $ | 2.11 % |
| Stellantis NV | 160,256 | 1.3M $ | 1.97 % |
| Li Auto Inc | 63,929 | 1.1M $ | 1.71 % |
| Dauch Corporation | 161,524 | 1.1M $ | 1.62 % |
| Garrett Motion Inc | 47,729 | 971.8K $ | 1.48 % |
| Rivian Automotive Inc | 51,097 | 783.3K $ | 1.19 % |
| XPeng Inc | 43,878 | 770.5K $ | 1.17 % |
| TE Connectivity PLC | 3,029 | 697.1K $ | 1.06 % |
| Rush Enterprises Inc | 9,800 | 695.5K $ | 1.06 % |
| Lyft Inc | 44,200 | 611.7K $ | 0.93 % |
| LKQ Corp | 16,956 | 561.4K $ | 0.85 % |
| Phinia Inc | 7,720 | 560.7K $ | 0.85 % |
| Genuine Parts Co | 4,500 | 536.7K $ | 0.82 % |
| Penske Automotive Group Inc | 3,100 | 488.3K $ | 0.74 % |
| Uber Technologies Inc | 6,400 | 482.7K $ | 0.73 % |
| Linamar Corp | 6,100 | 420.4K $ | 0.64 % |
| DoorDash Inc | 2,277 | 401.8K $ | 0.61 % |
| NIO Inc | 76,385 | 372K $ | 0.57 % |
| BYD Co Ltd | 27,000 | 325.5K $ | 0.49 % |
| Pirelli & C SpA | 40,300 | 303.5K $ | 0.46 % |
| Sensata Technologies Holding PLC | 7,041 | 262.9K $ | 0.40 % |
| Mobileye Global Inc | 17,600 | 148.9K $ | 0.23 % |
| ACV Auctions Inc | 6,815 | 33.1K $ | 0.05 % |