Holdings of Select Technology Portfolio
Fidelity Select Portfolios · 48 declared positions · as of Feb 28, 2026
Original filing · Net assets 27.3B $ · Ten largest lines: 75.9 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 39 | 22.8B $ | 87.33 % |
| NL | 2 | 1.8B $ | 7.00 % |
| KY | 3 | 737M $ | 2.83 % |
| CA | 1 | 502.9M $ | 1.93 % |
| TW | 1 | 235.9M $ | 0.90 % |
| IN | 1 | 2.8M $ | 0.01 % |
| JP | 1 | 18.9 $ | 0.00 % |
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 |
|---|---|---|---|
| NVIDIA Corp | 38,561,280 | 6.8B $ | 25.00 % |
| Apple Inc | 13,048,466 | 3.4B $ | 12.61 % |
| Microsoft Corp | 4,618,786 | 1.8B $ | 6.64 % |
| NXP Semiconductors NV | 6,292,307 | 1.4B $ | 5.23 % |
| Marvell Technology Inc | 15,737,581 | 1.3B $ | 4.70 % |
| ON Semiconductor Corp | 18,340,605 | 1.2B $ | 4.46 % |
| Micron Technology Inc | 2,800,349 | 1.2B $ | 4.23 % |
| Cisco Systems, Inc. | 13,255,673 | 1.1B $ | 3.85 % |
| Western Digital Corp | 2,870,676 | 802.9M $ | 2.94 % |
| GLOBALFOUNDRIES Inc | 15,468,587 | 735.5M $ | 2.69 % |
| Snowflake Inc | 3,294,413 | 554.8M $ | 2.03 % |
| Shopify Inc | 4,165,400 | 502.9M $ | 1.84 % |
| Datadog Inc | 4,387,471 | 491.2M $ | 1.80 % |
| ServiceNow Inc | 3,784,545 | 408.8M $ | 1.50 % |
| ASML Holding NV | 272,750 | 396.7M $ | 1.45 % |
| Manhattan Associates Inc | 2,880,214 | 390.1M $ | 1.43 % |
| Amazon.com Inc | 1,821,700 | 382.6M $ | 1.40 % |
| Crowdstrike Holdings Inc | 962,617 | 358.1M $ | 1.31 % |
| Sandisk Corp/DE | 529,692 | 336.5M $ | 1.23 % |
| Okta Inc | 4,193,647 | 304M $ | 1.11 % |
| Netflix Inc | 3,079,560 | 296.4M $ | 1.08 % |
| MongoDB Inc | 900,986 | 295.9M $ | 1.08 % |
| Astera Labs Inc | 2,235,730 | 265.7M $ | 0.97 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 3,799,488 | 235.9M $ | 0.86 % |
| HubSpot Inc | 743,079 | 196.6M $ | 0.72 % |
| Uber Technologies Inc | 2,418,403 | 182.4M $ | 0.67 % |
| CoreWeave Inc | 1,743,040 | 138.7M $ | 0.51 % |
| Coherent Corp | 353,200 | 91.5M $ | 0.33 % |
| Amphenol Corp | 558,900 | 81.6M $ | 0.30 % |
| Zscaler Inc | 552,800 | 81.3M $ | 0.30 % |
| Monolithic Power Systems Inc | 60,900 | 69.6M $ | 0.25 % |
| Jabil Inc | 246,465 | 65.3M $ | 0.24 % |
| Rubrik Inc | 1,254,487 | 65.2M $ | 0.24 % |
| Autodesk Inc | 197,600 | 48.6M $ | 0.18 % |
| Airbnb Inc | 302,209 | 40.8M $ | 0.15 % |
| BETA TECHNOLOGIES INC | 155,000 | 2.9M $ | 0.01 % |
| Nutanix Inc | 72,472 | 2.8M $ | 0.01 % |
| Delhivery Ltd | 579,000 | 2.8M $ | 0.01 % |
| Figma Inc | 63,900 | 1.9M $ | 0.01 % |
| Bullish | 46,100 | 1.4M $ | 0.01 % |
| Maplebear Inc | 29,110 | 1.1M $ | 0.00 % |
| Netskope Inc | 77,200 | 833.8K $ | 0.00 % |
| LOCAL BOUNTI CORP | 118,993 | 180.9K $ | 0.00 % |
| ESS TECH INC | 52,485 | 83.5K $ | 0.00 % |
| CREATEAI HOLDINGS INC | 86,300 | 24.9K $ | 0.00 % |
| URGENT.LY INC | 3,014 | 5.8K $ | |
| Renesas Electronics Corp | 1 | 18.9 $ | |
| EDEN BIOLOGICS INC | 1,402,904 | 0.5 $ |