Titelia

Holdings of Select FinTech Portfolio

Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error

Net assets
84M $ including 83.9M $ in equities, 99.8 %
Positions
22 in 6 countries
Top ten
64.8 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Visa Inc 29,6699.5M $11.30 %
2Shopify Inc 61,9897.5M $8.90 %
3Intuit Inc 14,4005.9M $7.01 %
4American Express Co 18,3265.7M $6.74 %
5Fiserv Inc 84,1005.2M $6.23 %
6Mastercard Inc 10,0125.2M $6.16 %
7Capital One Financial Corp 22,6784.4M $5.28 %
8Toast Inc 143,0003.9M $4.65 %
9Block Inc 56,2003.6M $4.26 %
10Marex Group PLC 81,8003.6M $4.23 %
11Rocket Cos Inc 190,8493.5M $4.13 %
12Remitly Global Inc 205,0263.4M $4.07 %
13Interactive Brokers Group Inc 43,2983.1M $3.67 %
14Adyen NV 2,6003.1M $3.63 %
15Bancorp Inc/The 54,1712.8M $3.38 %
16Coinbase Global Inc 14,6002.6M $3.05 %
17Strategy Inc 19,5002.5M $3.00 %
18Affirm Holdings Inc 48,6552.3M $2.72 %
19Dlocal Ltd/Uruguay 166,8002M $2.43 %
20Galaxy Digital Inc 98,8002M $2.42 %
21Figure Technology Solutions Inc 72,7231.8M $2.19 %
22Pagseguro Digital Ltd 24,731262.4K $0.31 %

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Sector breakdown

  • Financials 50.4 %
  • Technology 19.0 %
  • Unattributed 30.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 87.4 %
  • CAD 8.9 %
  • EUR 3.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 80.4 %
  • Canada 8.9 %
  • United Kingdom 4.2 %
  • Netherlands 3.6 %
  • Uruguay 2.4 %
  • Cayman Islands 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1767.5M $80.45 %
2Canada17.5M $8.92 %
3United Kingdom13.6M $4.24 %
4Netherlands13.1M $3.64 %
5Uruguay12M $2.43 %
6Cayman Islands1262.4K $0.31 %
Cite this page

Titelia. "Holdings of Select FinTech Portfolio". https://titelia.com/en/funds/S000007467