Holdings of Select Communication Services Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 2.8B $ including 2.8B $ in equities, 98.8 %
- Positions
- 38 in 5 countries
- Top ten
- 71.7 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Alphabet Inc | 2,052,300 | 780.6M $ | 27.41 % |
| 2 | Meta Platforms Inc | 1,058,977 | 669.8M $ | 23.52 % |
| 3 | Take-Two Interactive Software Inc | 432,400 | 96.9M $ | 3.40 % |
| 4 | Amazon.com Inc | 313,200 | 84.8M $ | 2.98 % |
| 5 | ROBLOX Corp | 1,745,700 | 82.3M $ | 2.89 % |
| 6 | Verizon Communications Inc | 1,512,800 | 72.3M $ | 2.54 % |
| 7 | Walt Disney Co/The | 646,200 | 65.8M $ | 2.31 % |
| 8 | Netflix Inc | 762,100 | 65.6M $ | 2.30 % |
| 9 | Live Nation Entertainment Inc | 380,500 | 64.1M $ | 2.25 % |
| 10 | Roku Inc | 457,702 | 59.6M $ | 2.09 % |
| 11 | EchoStar Corp | 426,400 | 55.1M $ | 1.93 % |
| 12 | AT&T Inc | 2,046,900 | 50.8M $ | 1.78 % |
| 13 | Lionsgate Studios Corp | 3,477,023 | 49.9M $ | 1.75 % |
| 14 | Taiwan Semiconductor Manufacturing Co Ltd | 118,200 | 49.5M $ | 1.74 % |
| 15 | SEAGATE TECHNOLOGY HOLDINGS PLC | 54,900 | 48.3M $ | 1.70 % |
| 16 | Liberty Media Corp-Liberty Formula One | 465,100 | 42.2M $ | 1.48 % |
| 17 | AST SpaceMobile Inc | 349,400 | 39.6M $ | 1.39 % |
| 18 | Comcast Corp | 1,571,000 | 39.1M $ | 1.37 % |
| 19 | TKO Group Holdings Inc | 172,400 | 35.4M $ | 1.24 % |
| 20 | Fox Corp | 529,100 | 33.8M $ | 1.19 % |
| 21 | SAMSUNG ELECTRONICS CO LTD | 148,660 | 31.2M $ | 1.10 % |
| 22 | New York Times Co/The | 415,100 | 31.2M $ | 1.10 % |
| 23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 80,200 | 29.2M $ | 1.03 % |
| 24 | Fox Corp | 463,300 | 26.6M $ | 0.93 % |
| 25 | Kioxia Holdings Corp | 63,500 | 26.3M $ | 0.92 % |
| 26 | Magnite Inc | 1,472,463 | 21.1M $ | 0.74 % |
| 27 | Cerebras Systems Inc | 82,700 | 19.6M $ | 0.69 % |
| 28 | Omnicom Group Inc | 265,500 | 19.3M $ | 0.68 % |
| 29 | Warby Parker Inc | 782,407 | 19.2M $ | 0.67 % |
| 30 | Trade Desk Inc/The | 791,000 | 17.1M $ | 0.60 % |
| 31 | Spotify Technology SA | 33,900 | 16.9M $ | 0.59 % |
| 32 | Corning Inc | 78,000 | 14.1M $ | 0.50 % |
| 33 | MDA Space Ltd | 284,400 | 12.7M $ | 0.45 % |
| 34 | Charter Communications Inc | 74,900 | 10.8M $ | 0.38 % |
| 35 | Lumen Technologies Inc | 961,000 | 10.6M $ | 0.37 % |
| 36 | IMAX Corp | 259,000 | 10.3M $ | 0.36 % |
| 37 | Paramount Skydance Corp | 589,800 | 6.3M $ | 0.22 % |
| 38 | Webtoon Entertainment Inc | 460,400 | 5.7M $ | 0.20 % |
Sector breakdown
- Communication 76.4 %
- Technology 5.1 %
- Consumer discretionary 3.0 %
- Unattributed 15.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 98.0 %
- KRW 1.1 %
- JPY 0.9 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 95.4 %
- Taiwan 1.8 %
- South Korea 1.1 %
- Japan 0.9 %
- Canada 0.8 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 33 | 2.7B $ | 95.38 % |
| 2 | Taiwan | 1 | 49.5M $ | 1.76 % |
| 3 | South Korea | 1 | 31.2M $ | 1.11 % |
| 4 | Japan | 1 | 26.3M $ | 0.93 % |
| 5 | Canada | 2 | 23M $ | 0.82 % |
Cite this page
Titelia. "Holdings of Select Communication Services Portfolio". https://titelia.com/en/funds/S000007476