Select Software and IT Services Portfolio
Registrant
Fidelity Select Portfolios
Class ticker
FSCSX
Net Assets
$7,860,262,689
Holdings
49
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 49
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Portfolio coverage: 49 of
57 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | 3,849,282 | $1,952,702,266 | 24.84% | Long | EC | |
| SALESFORCE INC | CRM | 1,651,984 | $425,451,959 | 5.41% | Long | EC | |
| PALO ALTO NETWORKS INC | PANW | 1,062,264 | $405,922,942 | 5.16% | Long | EC | |
| PALANTIR TECHNOLOGIES INC | PLTR | 2,069,878 | $385,783,862 | 4.91% | Long | EC | |
| DATADOG INC | DDOG | 1,277,613 | $302,845,386 | 3.85% | Long | EC | |
| SNOWFLAKE INC | SNOW | 908,900 | $301,236,727 | 3.83% | Long | EC | |
| CROWDSTRIKE HOLDINGS INC | CRWD | 1,207,144 | $278,850,264 | 3.55% | Long | EC | |
| TWILIO INC | TWLO | 1,082,156 | $254,988,418 | 3.24% | Long | EC | |
| OKTA INC | OKTA | 1,434,691 | $248,258,931 | 3.16% | Long | EC | |
| SYNOPSYS INC | SNPS | 542,940 | $238,670,995 | 3.04% | Long | EC | |
| ORACLE CORP | ORCL | 1,549,727 | $231,095,290 | 2.94% | Long | EC | |
| AMAZON.COM INC | AMZN | 836,280 | $217,240,456 | 2.76% | Long | EC | |
| AUTODESK INC | ADSK | 720,305 | $186,220,452 | 2.37% | Long | EC | |
| CLOUDFLARE INC | NET | 565,649 | $172,585,166 | 2.20% | Long | EC | |
| MONGODB INC | MDB | 343,845 | $155,889,008 | 1.98% | Long | EC | |
| UNITY SOFTWARE INC | U | 3,600,185 | $151,567,789 | 1.93% | Long | EC | |
| SHOPIFY INC | SHOP | 877,160 | $129,267,069 | 1.64% | Long | EC | |
| RUBRIK INC | RBRK | 1,321,496 | $122,951,988 | 1.56% | Long | EC | |
| VERISIGN INC | VRSN | 426,400 | $122,922,592 | 1.56% | Long | EC | |
| INTUIT INC | INTU | 323,451 | $116,215,944 | 1.48% | Long | EC | |
| RIOT PLATFORMS INC | RIOT | 5,287,600 | $100,437,962 | 1.28% | Long | EC | |
| KLAVIYO INC | KVYO | 4,538,324 | $93,398,708 | 1.19% | Long | EC | |
| FASTLY INC | FSLY | 3,972,000 | $90,521,880 | 1.15% | Long | EC | |
| CADENCE DESIGN SYSTEMS INC | CDNS | 255,100 | $86,422,778 | 1.10% | Long | EC | |
| APPLOVIN CORP | APP | 267,566 | $83,496,646 | 1.06% | Long | EC | |
| FIGMA INC | FIG | 3,007,900 | $82,687,171 | 1.05% | Long | EC | |
| SERVICENOW INC | NOW | 516,420 | $76,424,996 | 0.97% | Long | EC | |
| AMPLITUDE INC | AMPL | 4,743,676 | $66,885,832 | 0.85% | Long | EC | |
| ALPHABET INC | GOOGL | 176,100 | $59,759,535 | 0.76% | Long | EC | |
| EPAM SYSTEMS INC | EPAM | 466,425 | $54,958,858 | 0.70% | Long | EC | |
| COREWEAVE INC | CRWV | 598,690 | $50,822,794 | 0.65% | Long | EC | |
| SAMSARA INC | IOT | 1,212,400 | $49,526,540 | 0.63% | Long | EC | |
| TERAWULF INC | WULF | 2,710,000 | $41,002,300 | 0.52% | Long | EC | |
| ADOBE INC | ADBE | 136,800 | $40,053,672 | 0.51% | Long | EC | |
| BRAZE INC | BRZE | 1,078,600 | $36,715,544 | 0.47% | Long | EC | |
| IBM CORPORATION | IBM | 150,500 | $35,197,435 | 0.45% | Long | EC | |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | CTSH | 498,800 | $32,212,504 | 0.41% | Long | EC | |
| STRATEGY INC | MSTR | 203,500 | $27,053,290 | 0.34% | Long | EC | |
| FAIR ISAAC CORPORATION | FICO | 22,574 | $25,897,119 | 0.33% | Long | EC | |
| BILL HOLDINGS INC | BILL | 491,100 | $24,176,853 | 0.31% | Long | EC | |
| ZOOMINFO TECHNOLOGIES INC | GTM | 5,182,169 | $21,972,397 | 0.28% | Long | EC | |
| BLACKLINE INC | BL | 447,800 | $14,875,916 | 0.19% | Long | EC | |
| ZSCALER INC | ZS | 75,440 | $14,211,764 | 0.18% | Long | EC | |
| HUBSPOT INC | HUBS | 34,217 | $8,942,955 | 0.11% | Long | EC | |
| GEN DIGITAL INC | GEN | 240,818 | $7,465,358 | 0.09% | Long | EC | |
| BOX INC | BOX | 165,800 | $5,932,324 | 0.08% | Long | EC | |
| WORKDAY INC | WDAY | 26,800 | $5,291,660 | 0.07% | Long | EC | |
| DYNATRACE INC | DT | 60,100 | $3,280,859 | 0.04% | Long | EC | |
| META PLATFORMS INC | META | 200 | $114,468 | 0.00% | Long | EC |