Holdings of Select Enterprise Technology Services Portfolio
Fidelity Select Portfolios · 28 declared positions · as of Feb 28, 2026
Original filing · Net assets 1B $ · Ten largest lines: 74.1 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 28 | 998.8M $ | 100.00 % |
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 |
|---|---|---|---|
| Visa Inc | 692,948 | 221.8M $ | 22.17 % |
| Mastercard Inc | 378,800 | 195.9M $ | 19.58 % |
| International Business Machines Corp. | 403,700 | 97M $ | 9.69 % |
| Cloudflare Inc | 227,000 | 39.1M $ | 3.91 % |
| Accenture PLC | 171,780 | 35.9M $ | 3.58 % |
| Snowflake Inc | 199,300 | 33.6M $ | 3.35 % |
| Twilio Inc | 259,900 | 31.4M $ | 3.14 % |
| SS&C Technologies Holdings Inc | 400,100 | 30.1M $ | 3.01 % |
| Automatic Data Processing Inc | 138,875 | 29.8M $ | 2.98 % |
| ExlService Holdings Inc | 804,293 | 25.1M $ | 2.51 % |
| Corpay Inc | 75,900 | 24.7M $ | 2.47 % |
| MongoDB Inc | 69,700 | 22.9M $ | 2.29 % |
| Genpact Ltd | 558,841 | 22.2M $ | 2.22 % |
| Toast Inc | 800,400 | 21.9M $ | 2.18 % |
| Affirm Holdings Inc | 425,200 | 20M $ | 2.00 % |
| Okta Inc | 271,200 | 19.7M $ | 1.97 % |
| Alphabet Inc | 56,300 | 17.6M $ | 1.75 % |
| CoreWeave Inc | 176,400 | 14M $ | 1.40 % |
| Paymentus Holdings Inc | 525,800 | 12.9M $ | 1.29 % |
| Remitly Global Inc | 727,900 | 12.2M $ | 1.22 % |
| PayPal Holdings Inc | 256,040 | 11.8M $ | 1.18 % |
| Block Inc | 178,100 | 11.3M $ | 1.13 % |
| Microsoft Corp | 28,400 | 11.2M $ | 1.11 % |
| Intuit Inc | 23,100 | 9.4M $ | 0.94 % |
| Datadog Inc | 74,800 | 8.4M $ | 0.84 % |
| Fiserv Inc | 112,717 | 7M $ | 0.70 % |
| Applied Digital Corp | 239,900 | 6.5M $ | 0.65 % |
| VeriSign Inc | 24,000 | 5.5M $ | 0.55 % |