Holdings of Select Communication Services Portfolio
Fidelity Select Portfolios · 34 declared positions · as of Feb 28, 2026
Original filing · Net assets 2.7B $ · Ten largest lines: 79.9 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 29 | 2.6B $ | 94.72 % |
| KR | 2 | 78M $ | 2.88 % |
| TW | 1 | 38.5M $ | 1.42 % |
| JP | 1 | 19M $ | 0.70 % |
| CA | 1 | 7.4M $ | 0.27 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Alphabet Inc | 2,210,200 | 689.1M $ | 25.27 % |
| Meta Platforms Inc | 1,059,000 | 686.4M $ | 25.17 % |
| AT&T Inc | 5,854,700 | 164M $ | 6.01 % |
| Verizon Communications Inc | 3,079,500 | 154.4M $ | 5.66 % |
| EchoStar Corp | 1,220,600 | 141M $ | 5.17 % |
| Amazon.com Inc | 428,000 | 89.9M $ | 3.30 % |
| Take-Two Interactive Software Inc | 308,800 | 65.3M $ | 2.39 % |
| ROBLOX Corp | 949,400 | 65.2M $ | 2.39 % |
| AST SpaceMobile Inc | 753,300 | 59.7M $ | 2.19 % |
| Samsung Electronics Co Ltd | 304,110 | 45.7M $ | 1.68 % |
| Live Nation Entertainment Inc | 247,100 | 40.1M $ | 1.47 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 102,800 | 38.5M $ | 1.41 % |
| Liberty Media Corp-Liberty Formula One | 415,000 | 38M $ | 1.39 % |
| Roku Inc | 371,402 | 36.5M $ | 1.34 % |
| SK hynix Inc | 43,780 | 32.3M $ | 1.18 % |
| Lionsgate Studios Corp | 3,460,600 | 31.1M $ | 1.14 % |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 118,100 | 29.3M $ | 1.07 % |
| Micron Technology Inc | 70,600 | 29.1M $ | 1.07 % |
| Omnicom Group Inc | 338,200 | 28.8M $ | 1.06 % |
| Western Digital Corp | 92,000 | 25.7M $ | 0.94 % |
| Fox Corp | 482,800 | 25M $ | 0.92 % |
| Seagate Technology Holdings PLC | 59,600 | 24.3M $ | 0.89 % |
| Magnite Inc | 1,721,863 | 23.5M $ | 0.86 % |
| Spotify Technology SA | 39,100 | 20.1M $ | 0.74 % |
| Fox Corp | 349,200 | 19.7M $ | 0.72 % |
| TKO Group Holdings Inc | 87,700 | 19.6M $ | 0.72 % |
| Warby Parker Inc | 782,407 | 19.6M $ | 0.72 % |
| Kioxia Holdings Corp. | 139,800 | 19M $ | 0.70 % |
| Lumen Technologies Inc | 1,955,300 | 13.9M $ | 0.51 % |
| Corning Inc | 62,700 | 9.4M $ | 0.35 % |
| MDA Space Ltd | 253,800 | 7.4M $ | 0.27 % |
| Webtoon Entertainment Inc | 460,400 | 5.2M $ | 0.19 % |
| JFrog Ltd | 99,500 | 4M $ | 0.15 % |
| Walt Disney Co/The | 25,371 | 2.7M $ | 0.10 % |