Holdings of Select Software and IT Services Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 6.7B $ including 6.6B $ in equities, 99.3 %
- Positions
- 52 in 4 countries
- Top ten
- 57.5 % of net assets
- Filed on
- Feb 28, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | 4,288,282 | 1.7B $ | 25.21 % |
| 2 | Salesforce Inc | 1,707,884 | 332.7M $ | 4.98 % |
| 3 | Oracle Corp | 1,835,627 | 266.9M $ | 3.99 % |
| 4 | Palantir Technologies Inc | 1,943,978 | 266.7M $ | 3.99 % |
| 5 | Intuit Inc | 604,051 | 247.1M $ | 3.70 % |
| 6 | Datadog Inc | 2,032,413 | 227.5M $ | 3.41 % |
| 7 | Synopsys Inc | 496,140 | 205.4M $ | 3.07 % |
| 8 | Snowflake Inc | 1,209,300 | 203.7M $ | 3.05 % |
| 9 | Palo Alto Networks Inc | 1,366,764 | 203.5M $ | 3.05 % |
| 10 | Twilio Inc | 1,680,656 | 203.3M $ | 3.04 % |
| 11 | Autodesk Inc | 818,105 | 201.1M $ | 3.01 % |
| 12 | Amazon.com Inc | 839,980 | 176.4M $ | 2.64 % |
| 13 | AppLovin Corp | 333,866 | 145.2M $ | 2.17 % |
| 14 | HubSpot Inc | 530,117 | 140.2M $ | 2.10 % |
| 15 | ServiceNow Inc | 1,286,720 | 139M $ | 2.08 % |
| 16 | Rubrik Inc | 2,624,800 | 136.4M $ | 2.04 % |
| 17 | Klaviyo Inc | 6,725,424 | 117.1M $ | 1.75 % |
| 18 | Atlassian Corp | 1,555,554 | 116.9M $ | 1.75 % |
| 19 | Samsara Inc | 4,025,000 | 116.3M $ | 1.74 % |
| 20 | MongoDB Inc | 325,800 | 107M $ | 1.60 % |
| 21 | Adobe Inc | 405,200 | 106.3M $ | 1.59 % |
| 22 | Zscaler Inc | 712,440 | 104.7M $ | 1.57 % |
| 23 | Cloudflare Inc | 595,349 | 102.5M $ | 1.53 % |
| 24 | Okta Inc | 1,376,191 | 99.8M $ | 1.49 % |
| 25 | Figma Inc | 3,111,000 | 91.4M $ | 1.37 % |
| 26 | Accenture PLC | 378,000 | 78.9M $ | 1.18 % |
| 27 | Cadence Design Systems Inc | 223,700 | 67.4M $ | 1.01 % |
| 28 | Shopify Inc | 548,860 | 66.3M $ | 0.99 % |
| 29 | Unity Software Inc | 3,498,785 | 63.8M $ | 0.95 % |
| 30 | ZoomInfo Technologies Inc | 9,384,669 | 58.3M $ | 0.87 % |
| 31 | Fair Isaac Corp | 40,974 | 57.7M $ | 0.86 % |
| 32 | EPAM Systems Inc | 384,125 | 54.2M $ | 0.81 % |
| 33 | Alphabet Inc | 169,000 | 52.7M $ | 0.79 % |
| 34 | Dynatrace Inc | 1,284,300 | 46.1M $ | 0.69 % |
| 35 | Riot Platforms Inc | 2,824,100 | 46M $ | 0.69 % |
| 36 | Toast Inc | 1,554,496 | 42.5M $ | 0.64 % |
| 37 | BlackLine Inc | 1,083,000 | 38.2M $ | 0.57 % |
| 38 | Crowdstrike Holdings Inc | 100,086 | 37.2M $ | 0.56 % |
| 39 | BILL Holdings Inc | 812,800 | 36.2M $ | 0.54 % |
| 40 | JFrog Ltd | 872,100 | 35M $ | 0.52 % |
| 41 | CoreWeave Inc | 333,600 | 26.5M $ | 0.40 % |
| 42 | Monday.com Ltd | 286,625 | 20.8M $ | 0.31 % |
| 43 | Constellation Software Inc/Canada | 9,300 | 17.2M $ | 0.26 % |
| 44 | Workday Inc | 88,600 | 11.9M $ | 0.18 % |
| 45 | International Business Machines Corp. | 44,300 | 10.6M $ | 0.16 % |
| 46 | Gen Digital Inc | 347,618 | 7.8M $ | 0.12 % |
| 47 | Amplitude Inc | 987,776 | 7.2M $ | 0.11 % |
| 48 | Tyler Technologies Inc | 16,600 | 5.9M $ | 0.09 % |
| 49 | Cognizant Technology Solutions Corp. | 82,800 | 5.3M $ | 0.08 % |
| 50 | Workiva Inc | 13,270 | 817.2K $ | 0.01 % |
| 51 | SAP SE | 2,500 | 503.8K $ | 0.01 % |
| 52 | Meta Platforms Inc | 200 | 129.6K $ | 0.00 % |
Sector breakdown
- Technology 74.4 %
- Consumer discretionary 2.7 %
- Industrials 0.9 %
- Communication 0.8 %
- Unattributed 21.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 99.7 %
- CAD 0.3 %
The quoted currency of each line, as declared.
Country breakdown
- United States 98.4 %
- Canada 1.3 %
- Israel 0.3 %
- Germany 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 48 | 6.5B $ | 98.42 % |
| 2 | Canada | 2 | 83.4M $ | 1.26 % |
| 3 | Israel | 1 | 20.8M $ | 0.31 % |
| 4 | Germany | 1 | 503.8K $ | 0.01 % |
Cite this page
Titelia. "Holdings of Select Software and IT Services Portfolio". https://titelia.com/en/funds/S000007483