Holdings of Select Software and IT Services Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 7.5B $ including 7.5B $ in equities, 99.0 %
- Positions
- 53 in 4 countries
- Top ten
- 59.5 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | 4,089,382 | 1.8B $ | 24.44 % |
| 2 | Palo Alto Networks Inc | 1,416,364 | 399M $ | 5.30 % |
| 3 | Datadog Inc | 1,452,013 | 359.2M $ | 4.77 % |
| 4 | Palantir Technologies Inc | 1,964,578 | 307.5M $ | 4.08 % |
| 5 | Salesforce Inc | 1,571,684 | 300.3M $ | 3.99 % |
| 6 | Oracle Corp | 1,280,027 | 289M $ | 3.84 % |
| 7 | Twilio Inc | 1,408,656 | 268.5M $ | 3.57 % |
| 8 | Snowflake Inc | 997,800 | 255M $ | 3.39 % |
| 9 | Synopsys Inc | 514,140 | 244.5M $ | 3.25 % |
| 10 | AppLovin Corp | 357,366 | 219.1M $ | 2.91 % |
| 11 | Amazon.com Inc | 790,280 | 213.9M $ | 2.84 % |
| 12 | Autodesk Inc | 820,621 | 189.8M $ | 2.52 % |
| 13 | Okta Inc | 1,492,791 | 184M $ | 2.44 % |
| 14 | Crowdstrike Holdings Inc | 244,886 | 179M $ | 2.38 % |
| 15 | Intuit Inc | 461,451 | 153M $ | 2.03 % |
| 16 | Rubrik Inc | 1,933,500 | 152M $ | 2.02 % |
| 17 | Cloudflare Inc | 610,149 | 147.5M $ | 1.96 % |
| 18 | MongoDB Inc | 416,300 | 139.7M $ | 1.85 % |
| 19 | Shopify Inc | 1,090,660 | 129.5M $ | 1.72 % |
| 20 | Riot Platforms Inc | 3,940,500 | 106.8M $ | 1.42 % |
| 21 | Unity Software Inc | 3,153,485 | 96.1M $ | 1.28 % |
| 22 | Klaviyo Inc | 5,979,124 | 94.7M $ | 1.26 % |
| 23 | FIGMA INC | 3,471,500 | 88.5M $ | 1.18 % |
| 24 | Cadence Design Systems Inc | 220,600 | 82.7M $ | 1.10 % |
| 25 | Adobe Inc | 303,200 | 78.6M $ | 1.04 % |
| 26 | CoreWeave Inc | 625,690 | 68.5M $ | 0.91 % |
| 27 | Alphabet Inc | 178,500 | 67.9M $ | 0.90 % |
| 28 | ServiceNow Inc | 530,220 | 65.9M $ | 0.88 % |
| 29 | JFrog Ltd | 820,500 | 65.2M $ | 0.87 % |
| 30 | Accenture PLC | 327,900 | 61.3M $ | 0.81 % |
| 31 | VeriSign Inc | 187,500 | 53.5M $ | 0.71 % |
| 32 | Samsara Inc | 1,519,300 | 53.2M $ | 0.71 % |
| 33 | INTERNATIONAL BUSINESS MACHINES CORP | 162,700 | 48.5M $ | 0.64 % |
| 34 | EPAM Systems Inc | 443,525 | 45.4M $ | 0.60 % |
| 35 | Toast Inc | 1,554,496 | 40.5M $ | 0.54 % |
| 36 | Fair Isaac Corp | 30,174 | 37.7M $ | 0.50 % |
| 37 | HubSpot Inc | 165,917 | 36.6M $ | 0.49 % |
| 38 | Amplitude Inc | 4,493,276 | 35.1M $ | 0.47 % |
| 39 | Terawulf Inc | 1,299,700 | 33.2M $ | 0.44 % |
| 40 | ZoomInfo Technologies Inc | 9,273,069 | 30.9M $ | 0.41 % |
| 41 | BILL Holdings Inc | 728,000 | 27M $ | 0.36 % |
| 42 | Strategy Inc | 159,800 | 25.4M $ | 0.34 % |
| 43 | Zscaler Inc | 171,540 | 24M $ | 0.32 % |
| 44 | Braze Inc | 901,400 | 23.1M $ | 0.31 % |
| 45 | BlackLine Inc | 780,800 | 23M $ | 0.30 % |
| 46 | MONDAY.COM LTD | 214,925 | 18M $ | 0.24 % |
| 47 | Gen Digital Inc | 671,818 | 17.3M $ | 0.23 % |
| 48 | Workday Inc | 74,600 | 10.9M $ | 0.14 % |
| 49 | Cognizant Technology Solutions Corp | 174,100 | 9.7M $ | 0.13 % |
| 50 | Box Inc | 300,100 | 8.1M $ | 0.11 % |
| 51 | Fastly Inc | 425,800 | 7.6M $ | 0.10 % |
| 52 | Atlassian Corp | 11,754 | 1.3M $ | 0.02 % |
| 53 | Meta Platforms Inc | 200 | 126.5K $ | 0.00 % |
Sector breakdown
- Technology 77.0 %
- Consumer discretionary 2.9 %
- Communication 0.9 %
- Industrials 0.5 %
- Unattributed 18.7 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 96.3 %
- Canada 1.7 %
- Israel 1.1 %
- Ireland 0.8 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 49 | 7.2B $ | 96.33 % |
| 2 | Canada | 1 | 129.5M $ | 1.74 % |
| 3 | Israel | 2 | 83.2M $ | 1.12 % |
| 4 | Ireland | 1 | 61.3M $ | 0.82 % |
Cite this page
Titelia. "Holdings of Select Software and IT Services Portfolio". https://titelia.com/en/funds/S000007483