Select Consumer Discretionary Portfolio
Registrant
Fidelity Select Portfolios
Class tickers
FFNNX
FFNQX
FFNRX
FFNSX
FFNUX
FSCPX
Net Assets
$918,204,575
Holdings
48
Latest Report
May 31, 2026
Net Assets Over Time
Holdings · 48
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Portfolio coverage: 48 of
59 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| AMAZON.COM INC | AMZN | 888,029 | $240,336,169 | 26.17% | Long | EC | |
| TESLA INC | TSLA | 351,441 | $153,154,473 | 16.68% | Long | EC | |
| HOME DEPOT INC | HD | 111,044 | $35,216,494 | 3.84% | Long | EC | |
| LOWES COS INC | LOW | 160,923 | $34,495,454 | 3.76% | Long | EC | |
| MCDONALDS CORP | MCD | 103,906 | $29,010,555 | 3.16% | Long | EC | |
| TJX COMPANIES INC | TJX | 171,646 | $26,562,219 | 2.89% | Long | EC | |
| HILTON WORLDWIDE HOLDINGS INC | HLT | 80,476 | $26,368,766 | 2.87% | Long | EC | |
| ROSS STORES INC | ROST | 80,340 | $18,617,188 | 2.03% | Long | EC | |
| SOMNIGROUP INTERNATIONAL INC | SGI | 253,662 | $17,961,806 | 1.96% | Long | EC | |
| DICKS SPORTING GOODS INC | DKS | 75,316 | $17,139,662 | 1.87% | Long | EC | |
| GENERAL MOTORS CO | GM | 200,390 | $16,680,464 | 1.82% | Long | EC | |
| BOOKING HOLDINGS INC | BKNG | 81,195 | $13,594,479 | 1.48% | Long | EC | |
| DOLLAR TREE INC | DLTR | 108,764 | $12,664,480 | 1.38% | Long | EC | |
| DOMINOS PIZZA INC | DPZ | 39,418 | $12,242,442 | 1.33% | Long | EC | |
| FLOOR and DECOR HOLDINGS INC | FND | 235,055 | $12,081,827 | 1.32% | Long | EC | |
| ACADEMY SPORTS and OUTDOORS INC | ASO | 215,550 | $11,381,040 | 1.24% | Long | EC | |
| PULTE GROUP INC | PHM | 87,940 | $10,392,749 | 1.13% | Long | EC | |
| CHIPOTLE MEXICAN GRILL INC | CMG | 302,330 | $9,632,234 | 1.05% | Long | EC | |
| OLLIES BARGAIN OUTLET HLDGS INC | OLLI | 112,625 | $9,193,579 | 1.00% | Long | EC | |
| DECKERS OUTDOOR CORP | DECK | 76,154 | $8,670,133 | 0.94% | Long | EC | |
| RESTAURANT BRANDS INTL INC | QSR | 112,375 | $8,407,849 | 0.92% | Long | EC | |
| MERCADOLIBRE INC | MELI | 4,685 | $7,944,120 | 0.87% | Long | EC | |
| WILLIAMS-SONOMA INC | WSM | 37,690 | $7,672,553 | 0.84% | Long | EC | |
| LITHIA MOTORS INC | LAD | 25,840 | $7,516,598 | 0.82% | Long | EC | |
| STARBUCKS CORP | SBUX | 72,610 | $7,200,008 | 0.78% | Long | EC | |
| MARRIOTT INTERNATIONAL INC/MD | MAR | 19,058 | $7,158,185 | 0.78% | Long | EC | |
| TAPESTRY INC | TPR | 48,682 | $7,081,284 | 0.77% | Long | EC | |
| PVH CORP | PVH | 73,927 | $6,895,911 | 0.75% | Long | EC | |
|
TOPBUILD CORP
|
89055F103 | 16,025 | $6,690,117 | 0.73% | Long | EC | |
| CHURCHILL DOWNS INC | CHDN | 73,716 | $6,428,772 | 0.70% | Long | EC | |
| CAVCO INDUSTRIES INC | CVCO | 11,540 | $6,191,441 | 0.67% | Long | EC | |
| RED ROCK RESORTS INC | RRR | 105,750 | $6,173,685 | 0.67% | Long | EC | |
| GROUP 1 AUTOMOTIVE INC | GPI | 17,680 | $5,592,891 | 0.61% | Long | EC | |
| ETSY INC | ETSY | 79,990 | $5,432,921 | 0.59% | Long | EC | |
| ARAMARK | ARMK | 98,133 | $5,238,340 | 0.57% | Long | EC | |
| LCI INDUSTRIES | LCII | 40,608 | $4,427,084 | 0.48% | Long | EC | |
| MERITAGE HOMES CORP | MTH | 67,220 | $4,385,433 | 0.48% | Long | EC | |
| WYNDHAM HOTELS and RESORTS INC | WH | 52,840 | $4,240,938 | 0.46% | Long | EC | |
| DAUCH CORPORATION | DCH | 637,540 | $4,233,266 | 0.46% | Long | EC | |
| RH | RH | 26,800 | $3,979,532 | 0.43% | Long | EC | |
| NIKE INC | NKE | 79,294 | $3,665,762 | 0.40% | Long | EC | |
| WAYFAIR INC | W | 45,516 | $3,288,986 | 0.36% | Long | EC | |
| SALLY BEAUTY HLDGS INC | SBH | 246,539 | $3,274,038 | 0.36% | Long | EC | |
| BATH and BODY WORKS INC | BBWI | 162,880 | $3,260,858 | 0.36% | Long | EC | |
| GAP INC | GAP | 127,860 | $2,704,239 | 0.29% | Long | EC | |
| BOBS DISCOUNT FURNITURE INC | BOBS | 163,700 | $2,226,320 | 0.24% | Long | EC | |
| PERFORMANCE FOOD GROUP CO | PFGC | 18,770 | $1,843,026 | 0.20% | Long | EC | |
| OREILLY AUTOMOTIVE INC | ORLY | 18,985 | $1,649,417 | 0.18% | Long | EC |