Select Enterprise Technology Services Portfolio
Registrant
Fidelity Select Portfolios
Class ticker
FBSOX
Net Assets
$1,088,926,491
Holdings
33
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 33
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Portfolio coverage: 33 of
38 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| VISA INC | V | 627,348 | $237,997,011 | 21.86% | Long | EC | |
| MASTERCARD INC | MA | 325,200 | $191,643,612 | 17.60% | Long | EC | |
| SNOWFLAKE INC | SNOW | 167,800 | $55,613,954 | 5.11% | Long | EC | |
| AUTOMATIC DATA PROCESSING INC | ADP | 166,675 | $47,695,718 | 4.38% | Long | EC | |
| CLOUDFLARE INC | NET | 154,900 | $47,261,539 | 4.34% | Long | EC | |
| IBM CORPORATION | IBM | 201,400 | $47,101,418 | 4.33% | Long | EC | |
| BLOCK INC | XYZ | 445,051 | $36,503,083 | 3.35% | Long | EC | |
| TWILIO INC | TWLO | 138,200 | $32,564,066 | 2.99% | Long | EC | |
| OKTA INC | OKTA | 186,800 | $32,323,872 | 2.97% | Long | EC | |
| REMITLY GLOBAL INC | RELY | 1,031,700 | $27,587,658 | 2.53% | Long | EC | |
| MONGODB INC | MDB | 60,500 | $27,428,885 | 2.52% | Long | EC | |
| SS and C TECHNOLOGIES HLDGS INC | SSNC | 323,600 | $26,849,092 | 2.47% | Long | EC | |
| CORPAY INC | CPAY | 66,000 | $26,683,800 | 2.45% | Long | EC | |
| VERISIGN INC | VRSN | 83,000 | $23,927,240 | 2.20% | Long | EC | |
| EXLSERVICE HOLDINGS INC | EXLS | 616,783 | $23,487,097 | 2.16% | Long | EC | |
| PAYPAL HOLDINGS INC | PYPL | 441,240 | $23,237,905 | 2.13% | Long | EC | |
| AFFIRM HOLDINGS INC | AFRM | 224,800 | $16,736,360 | 1.54% | Long | EC | |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | CTSH | 258,500 | $16,693,930 | 1.53% | Long | EC | |
| TOAST INC | TOST | 445,800 | $15,197,322 | 1.40% | Long | EC | |
| AMAZON.COM INC | AMZN | 55,200 | $14,339,304 | 1.32% | Long | EC | |
| MICROSOFT CORP | MSFT | 26,400 | $13,392,456 | 1.23% | Long | EC | |
| PAYMENTUS HOLDINGS INC | PAY | 266,600 | $9,490,960 | 0.87% | Long | EC | |
| FISERV INC | FISV | 112,717 | $6,008,943 | 0.55% | Long | EC | |
| FASTLY INC | FSLY | 236,000 | $5,378,440 | 0.49% | Long | EC | |
| ALPHABET INC | GOOGL | 14,050 | $4,767,868 | 0.44% | Long | EC | |
| DIGITALOCEAN HOLDINGS INC | DOCN | 42,900 | $4,748,601 | 0.44% | Long | EC | |
| DATADOG INC | DDOG | 17,100 | $4,053,384 | 0.37% | Long | EC | |
| PAYCHEX INC | PAYX | 30,500 | $3,883,870 | 0.36% | Long | EC | |
| COREWEAVE INC | CRWV | 44,300 | $3,760,627 | 0.35% | Long | EC | |
| TERAWULF INC | WULF | 191,900 | $2,903,447 | 0.27% | Long | EC | |
| GLOBAL PAYMENTS INC | GPN | 18,300 | $1,666,215 | 0.15% | Long | EC | |
| RIOT PLATFORMS INC | RIOT | 70,300 | $1,335,349 | 0.12% | Long | EC | |
| APPLIED DIGITAL CORP | APLD | 35,800 | $909,678 | 0.08% | Long | EC |