Holdings of Select Communication Services Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 2.7B $ including 2.7B $ in equities, 99.1 %
- Positions
- 34 in 5 countries
- Top ten
- 79.2 % of net assets
- Filed on
- Feb 28, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Alphabet Inc | 2,210,200 | 689.1M $ | 25.27 % |
| 2 | Meta Platforms Inc | 1,059,000 | 686.4M $ | 25.17 % |
| 3 | AT&T Inc | 5,854,700 | 164M $ | 6.01 % |
| 4 | Verizon Communications Inc | 3,079,500 | 154.4M $ | 5.66 % |
| 5 | EchoStar Corp | 1,220,600 | 141M $ | 5.17 % |
| 6 | Amazon.com Inc | 428,000 | 89.9M $ | 3.30 % |
| 7 | Take-Two Interactive Software Inc | 308,800 | 65.3M $ | 2.39 % |
| 8 | ROBLOX Corp | 949,400 | 65.2M $ | 2.39 % |
| 9 | AST SpaceMobile Inc | 753,300 | 59.7M $ | 2.19 % |
| 10 | Samsung Electronics Co Ltd | 304,110 | 45.7M $ | 1.68 % |
| 11 | Live Nation Entertainment Inc | 247,100 | 40.1M $ | 1.47 % |
| 12 | Taiwan Semiconductor Manufacturing Co Ltd | 102,800 | 38.5M $ | 1.41 % |
| 13 | Liberty Media Corp-Liberty Formula One | 415,000 | 38M $ | 1.39 % |
| 14 | Roku Inc | 371,402 | 36.5M $ | 1.34 % |
| 15 | SK hynix Inc | 43,780 | 32.3M $ | 1.18 % |
| 16 | Lionsgate Studios Corp | 3,460,600 | 31.1M $ | 1.14 % |
| 17 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 118,100 | 29.3M $ | 1.07 % |
| 18 | Micron Technology Inc | 70,600 | 29.1M $ | 1.07 % |
| 19 | Omnicom Group Inc | 338,200 | 28.8M $ | 1.06 % |
| 20 | Western Digital Corp | 92,000 | 25.7M $ | 0.94 % |
| 21 | Fox Corp | 482,800 | 25M $ | 0.92 % |
| 22 | Seagate Technology Holdings PLC | 59,600 | 24.3M $ | 0.89 % |
| 23 | Magnite Inc | 1,721,863 | 23.5M $ | 0.86 % |
| 24 | Spotify Technology SA | 39,100 | 20.1M $ | 0.74 % |
| 25 | Fox Corp | 349,200 | 19.7M $ | 0.72 % |
| 26 | TKO Group Holdings Inc | 87,700 | 19.6M $ | 0.72 % |
| 27 | Warby Parker Inc | 782,407 | 19.6M $ | 0.72 % |
| 28 | Kioxia Holdings Corp. | 139,800 | 19M $ | 0.70 % |
| 29 | Lumen Technologies Inc | 1,955,300 | 13.9M $ | 0.51 % |
| 30 | Corning Inc | 62,700 | 9.4M $ | 0.35 % |
| 31 | MDA Space Ltd | 253,800 | 7.4M $ | 0.27 % |
| 32 | Webtoon Entertainment Inc | 460,400 | 5.2M $ | 0.19 % |
| 33 | JFrog Ltd | 99,500 | 4M $ | 0.15 % |
| 34 | Walt Disney Co/The | 25,371 | 2.7M $ | 0.10 % |
Sector breakdown
- Communication 77.7 %
- Technology 7.6 %
- Consumer discretionary 3.3 %
- Unattributed 11.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 96.1 %
- KRW 2.9 %
- JPY 0.7 %
- CAD 0.3 %
The quoted currency of each line, as declared.
Country breakdown
- United States 94.7 %
- South Korea 2.9 %
- Taiwan 1.4 %
- Japan 0.7 %
- Canada 0.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 29 | 2.6B $ | 94.72 % |
| 2 | South Korea | 2 | 78M $ | 2.88 % |
| 3 | Taiwan | 1 | 38.5M $ | 1.42 % |
| 4 | Japan | 1 | 19M $ | 0.70 % |
| 5 | Canada | 1 | 7.4M $ | 0.27 % |
Cite this page
Titelia. "Holdings of Select Communication Services Portfolio". https://titelia.com/en/funds/S000007476