Select Tech Hardware Portfolio
Registrant
Fidelity Select Portfolios
Class ticker
FDCPX
Net Assets
$3,913,099,248
Holdings
16
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 16
Export CSV
Portfolio coverage: 16 of
43 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | 1,350,000 | $427,747,500 | 10.93% | Long | EC | |
| CISCO SYSTEMS INC | CSCO | 3,650,000 | $403,288,500 | 10.31% | Long | EC | |
| WESTERN DIGITAL CORP | WDC | 607,900 | $273,889,345 | 7.00% | Long | EC | |
| ARISTA NETWORKS INC | ANET | 1,375,000 | $269,073,750 | 6.88% | Long | EC | |
| DELL TECHNOLOGIES INC | DELL | 440,000 | $200,644,400 | 5.13% | Long | EC | |
| MOTOROLA SOLUTIONS INC | MSI | 395,000 | $191,693,500 | 4.90% | Long | EC | |
| SANDISK CORP/DE | SNDK | 105,900 | $165,913,530 | 4.24% | Long | EC | |
| CIENA CORP | CIEN | 219,400 | $83,986,320 | 2.15% | Long | EC | |
| KEYSIGHT TECHNOLOGIES INC | KEYS | 242,500 | $78,254,750 | 2.00% | Long | EC | |
| AMAZON.COM INC | AMZN | 300,000 | $77,931,000 | 1.99% | Long | EC | |
| TD SYNNEX CORP | SNX | 250,000 | $63,212,500 | 1.62% | Long | EC | |
| EVERPURE INC | P | 455,997 | $42,384,921 | 1.08% | Long | EC | |
| PALO ALTO NETWORKS INC | PANW | 105,000 | $40,123,650 | 1.03% | Long | EC | |
| ALPHABET INC | GOOGL | 75,000 | $25,451,250 | 0.65% | Long | EC | |
| MIRION TECHNOLOGIES INC | MIR | 479,700 | $7,229,079 | 0.18% | Long | EC | |
| CEREBRAS SYSTEMS INC | CBRS | 10,000 | $1,842,400 | 0.05% | Long | EC |