Holdings of Select Tech Hardware Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 1.9B $ including 1.9B $ in equities, 99.3 %
- Positions
- 30 in 7 countries
- Top ten
- 66.3 % of net assets
- Filed on
- Feb 28, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Samsung Electronics Co Ltd | 1,890,000 | 284.1M $ | 15.18 % |
| 2 | Western Digital Corp | 583,600 | 163.2M $ | 8.72 % |
| 3 | Cisco Systems, Inc. | 2,053,316 | 163.2M $ | 8.71 % |
| 4 | Arista Networks Inc | 1,000,000 | 133.5M $ | 7.13 % |
| 5 | Apple Inc | 425,324 | 112.4M $ | 6.00 % |
| 6 | Motorola Solutions Inc | 191,700 | 92.4M $ | 4.94 % |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 1,299,999 | 80.7M $ | 4.31 % |
| 8 | Sony Group Corp | 3,354,500 | 77.1M $ | 4.12 % |
| 9 | Nintendo Co Ltd | 1,221,790 | 69.1M $ | 3.69 % |
| 10 | Dell Technologies Inc | 436,547 | 64.6M $ | 3.45 % |
| 11 | Sandisk Corp/DE | 101,300 | 64.4M $ | 3.44 % |
| 12 | Ciena Corp | 178,666 | 62.3M $ | 3.33 % |
| 13 | Keysight Technologies Inc | 172,700 | 53.1M $ | 2.83 % |
| 14 | Garmin Ltd | 205,023 | 51.8M $ | 2.77 % |
| 15 | Panasonic Holdings Corp. | 2,695,400 | 43.5M $ | 2.32 % |
| 16 | Nokia Oyj | 5,355,210 | 41.1M $ | 2.20 % |
| 17 | Microsoft Corp | 102,600 | 40.3M $ | 2.15 % |
| 18 | Alphabet Inc | 123,380 | 38.5M $ | 2.05 % |
| 19 | SK hynix Inc | 50,348 | 37.1M $ | 1.98 % |
| 20 | Xiaomi Corp | 7,818,030 | 34.6M $ | 1.85 % |
| 21 | TD SYNNEX Corp | 200,056 | 31.4M $ | 1.68 % |
| 22 | Everpure Inc | 443,597 | 28.5M $ | 1.52 % |
| 23 | Palo Alto Networks Inc | 129,431 | 19.3M $ | 1.03 % |
| 24 | Amazon.com Inc | 84,600 | 17.8M $ | 0.95 % |
| 25 | OSI Systems Inc | 48,400 | 13.8M $ | 0.74 % |
| 26 | Mirion Technologies Inc | 506,500 | 10.9M $ | 0.58 % |
| 27 | Ibiden Co Ltd | 167,600 | 10.2M $ | 0.55 % |
| 28 | Hoya Corp | 47,000 | 8.5M $ | 0.45 % |
| 29 | Accton Technology Corp | 179,000 | 8M $ | 0.43 % |
| 30 | Montage Technology Co Ltd | 193,800 | 4.4M $ | 0.24 % |
Sector breakdown
- Technology 75.2 %
- Communication 9.9 %
- Materials 1.5 %
- Consumer discretionary 1.0 %
- Health care 0.5 %
- Unattributed 11.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 62.4 %
- KRW 17.3 %
- JPY 11.2 %
- TWD 4.8 %
- EUR 2.2 %
- HKD 2.1 %
The quoted currency of each line, as declared.
Country breakdown
- United States 62.4 %
- South Korea 17.3 %
- Japan 11.2 %
- Taiwan 4.8 %
- Finland 2.2 %
- Hong Kong SAR China 1.9 %
- China 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 18 | 1.2B $ | 62.44 % |
| 2 | South Korea | 2 | 321.2M $ | 17.27 % |
| 3 | Japan | 5 | 208.4M $ | 11.21 % |
| 4 | Taiwan | 2 | 88.7M $ | 4.77 % |
| 5 | Finland | 1 | 41.1M $ | 2.21 % |
| 6 | Hong Kong SAR China | 1 | 34.6M $ | 1.86 % |
| 7 | China | 1 | 4.4M $ | 0.24 % |
Cite this page
Titelia. "Holdings of Select Tech Hardware Portfolio". https://titelia.com/en/funds/S000007493