Holdings of Select Tech Hardware Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 3.6B $ including 3.4B $ in equities, 96.5 %
- Positions
- 31 in 8 countries
- Top ten
- 65.1 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | 786,200 | 417.6M $ | 11.70 % |
| 2 | CISCO SYSTEMS INC | 3,319,316 | 399.7M $ | 11.20 % |
| 3 | SAMSUNG ELECTRONICS CO LTD | 1,268,190 | 266.4M $ | 7.46 % |
| 4 | Apple Inc | 765,724 | 239M $ | 6.69 % |
| 5 | Arista Networks Inc | 1,438,300 | 229.4M $ | 6.43 % |
| 6 | Dell Technologies Inc | 424,847 | 178.8M $ | 5.01 % |
| 7 | Sandisk Corp | 102,400 | 173.6M $ | 4.86 % |
| 8 | Kioxia Holdings Corp | 411,700 | 170.2M $ | 4.77 % |
| 9 | Motorola Solutions Inc | 345,000 | 139.1M $ | 3.90 % |
| 10 | Taiwan Semiconductor Manufacturing Co Ltd | 1,464,999 | 108.2M $ | 3.03 % |
| 11 | Ciena Corp | 184,666 | 107.1M $ | 3.00 % |
| 12 | Nokia Oyj | 7,237,000 | 106.3M $ | 2.98 % |
| 13 | SK HYNIX INC | 64,918 | 100.4M $ | 2.81 % |
| 14 | Nintendo Co Ltd | 2,106,190 | 94.2M $ | 2.64 % |
| 15 | Keysight Technologies Inc | 234,300 | 79.3M $ | 2.22 % |
| 16 | PANASONIC HOLDINGS CORP | 3,391,000 | 78.3M $ | 2.19 % |
| 17 | IBIDEN CO LTD | 447,600 | 64.6M $ | 1.81 % |
| 18 | Garmin Ltd | 266,323 | 62.3M $ | 1.75 % |
| 19 | Sony Group Corp | 2,827,500 | 61M $ | 1.71 % |
| 20 | TD SYNNEX Corp | 227,056 | 59.3M $ | 1.66 % |
| 21 | Alphabet Inc | 129,680 | 49.3M $ | 1.38 % |
| 22 | CHROMA ATE INC | 590,000 | 47.3M $ | 1.33 % |
| 23 | Amazon.com Inc | 162,700 | 44M $ | 1.23 % |
| 24 | Everpure Inc | 455,997 | 36.3M $ | 1.02 % |
| 25 | Palo Alto Networks Inc | 107,031 | 30.1M $ | 0.84 % |
| 26 | Xiaomi Corp | 8,220,830 | 29.4M $ | 0.82 % |
| 27 | Next Vision Stabilized Systems Ltd | 223,300 | 23.8M $ | 0.67 % |
| 28 | Accton Technology Corp | 278,000 | 21.5M $ | 0.60 % |
| 29 | Hoya Corp | 64,400 | 11M $ | 0.31 % |
| 30 | MONTAGE TECHNOLOGY CO LTD | 193,800 | 9.9M $ | 0.28 % |
| 31 | Mirion Technologies Inc | 479,700 | 8.8M $ | 0.25 % |
Sector breakdown
- Technology 68.6 %
- Communication 5.9 %
- Consumer discretionary 1.3 %
- Materials 1.1 %
- Health care 0.3 %
- Unattributed 22.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 65.4 %
- JPY 13.9 %
- KRW 10.6 %
- TWD 5.1 %
- EUR 3.1 %
- HKD 1.1 %
- ILS 0.7 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 65.4 %
- Japan 13.9 %
- South Korea 10.6 %
- Taiwan 5.1 %
- Finland 3.1 %
- Hong Kong SAR China 0.9 %
- Israel 0.7 %
- China 0.3 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 16 | 2.3B $ | 65.39 % |
| 2 | Japan | 6 | 479.4M $ | 13.91 % |
| 3 | South Korea | 2 | 366.8M $ | 10.64 % |
| 4 | Taiwan | 3 | 177.1M $ | 5.14 % |
| 5 | Finland | 1 | 106.3M $ | 3.08 % |
| 6 | Hong Kong SAR China | 1 | 29.4M $ | 0.85 % |
| 7 | Israel | 1 | 23.8M $ | 0.69 % |
| 8 | China | 1 | 9.9M $ | 0.29 % |
Cite this page
Titelia. "Holdings of Select Tech Hardware Portfolio". https://titelia.com/en/funds/S000007493