Titelia

Holdings of Select Leisure Portfolio

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

Net assets
534.1M $ including 530.4M $ in equities, 99.3 %
Positions
36 in 4 countries
Top ten
67.9 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Hilton Worldwide Holdings Inc 168,33252.5M $9.83 %
2Booking Holdings Inc 11,70349.6M $9.29 %
3Starbucks Corp 498,65648.9M $9.15 %
4McDonald's Corp. 142,45648.6M $9.10 %
5Carnival Corp 993,40031.3M $5.87 %
6Yum! Brands Inc 168,60028.4M $5.31 %
7Expedia Group Inc 129,50027.9M $5.23 %
8Airbnb Inc 194,90026.3M $4.93 %
9Chipotle Mexican Grill Inc 669,75024.9M $4.67 %
10DoorDash Inc 137,20024.2M $4.53 %
11Wynn Resorts Ltd 208,40022.5M $4.22 %
12Viking Holdings Ltd 178,00013.9M $2.60 %
13Domino's Pizza Inc 33,14213.3M $2.50 %
14DraftKings Inc 529,60012.6M $2.36 %
15Texas Roadhouse Inc 60,90011.1M $2.09 %
16Service Corp International/US 132,20011.1M $2.08 %
17Planet Fitness Inc 101,0008.3M $1.55 %
18Marriott International Inc/MD 23,2257.9M $1.49 %
19Wingstop Inc 29,4007.6M $1.43 %
20US Foods Holding Corp 70,2006.8M $1.27 %
21Dutch Bros Inc 113,9866.1M $1.14 %
22Royal Caribbean Cruises Ltd 18,4005.7M $1.07 %
23Norwegian Cruise Line Holdings Ltd 228,3005.7M $1.06 %
24Flutter Entertainment PLC 50,5005.4M $1.00 %
25Las Vegas Sands Corp 94,5005.4M $1.00 %
26Hershey Co/The 16,9004M $0.75 %
27Sportradar Group AG 197,8003.6M $0.68 %
28Covista Inc 33,2993.3M $0.61 %
29Shopify Inc 22,9002.8M $0.52 %
30Bright Horizons Family Solutions Inc 30,5002.3M $0.43 %
31Amazon.com Inc 9,8002.1M $0.39 %
32Shake Shack Inc 20,9002M $0.38 %
33Lindblad Expeditions Holdings Inc 74,6651.5M $0.28 %
34Restaurant Brands International Inc 20,3001.5M $0.27 %
35Grand Canyon Education Inc 6,3001M $0.19 %
36Dollarama Inc 2,400353.3K $0.07 %

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Sector breakdown

  • Consumer discretionary 74.2 %
  • Consumer staples 2.0 %
  • Technology 0.5 %
  • Unattributed 23.2 %

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

Currency breakdown

  • USD 99.9 %
  • CAD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.1 %
  • Bermuda 2.6 %
  • Switzerland 0.7 %
  • Canada 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States32509.8M $96.11 %
2Bermuda113.9M $2.62 %
3Switzerland13.6M $0.68 %
4Canada23.1M $0.59 %
Cite this page

Titelia. "Holdings of Select Leisure Portfolio". https://titelia.com/en/funds/S000007471