Fidelity Select Portfolios. Holdings as of May 31, 2026, from Form N-PORT.
Share of net assets at the report date, for the whole fund across all share classes.
| Holding | Weight | Value | Shares or units |
|---|---|---|---|
| NVIDIA CORPNVDA | 22.47% | $8.55B | 40,492,780 |
| APPLE INCAAPL | 10.98% | $4.18B | 13,391,366 |
| NXP SEMICONDUCTORS NV | 5.37% | $2.04B | 6,359,877 |
| ON SEMICONDUCTOR CORPON | 5.29% | $2.01B | 16,675,605 |
| CISCO SYSTEMS INCCSCO | 5.17% | $1.97B | 16,325,473 |
| MARVELL TECHNOLOGY INCMRVL | 4.27% | $1.62B | 7,923,557 |
| WESTERN DIGITAL CORPWDC | 3.91% | $1.49B | 2,803,918 |
| MICROSOFT CORPMSFT | 3.91% | $1.49B | 3,307,192 |
| GLOBALFOUNDRIES INC | 3.88% | $1.47B | 18,442,187 |
| BROADCOM INCAVGO | 3.40% | $1.30B | 2,899,084 |
| AMAZON.COM INCAMZN | 2.12% | $806.80M | 2,981,100 |
| ASTERA LABS INCALAB | 2.01% | $766.52M | 2,235,730 |
| OKTA INCOKTA | 1.96% | $747.02M | 6,060,047 |
| DATADOG INCDDOG | 1.89% | $720.45M | 2,912,676 |
| CROWDSTRIKE HOLDINGS INCCRWD | 1.85% | $703.67M | 962,617 |
| SNOWFLAKE INCSNOW | 1.47% | $559.38M | 2,188,913 |
| ASML HOLDING NV | 1.25% | $552.69M | 293,050 |
| KLA CORPKLAC | 1.30% | $495.61M | 257,900 |
| SERVICENOW INCNOW | 1.23% | $466.14M | 3,748,047 |
| SHOPIFY INCSHOP | 1.17% | $443.58M | 3,736,700 |
| MANHATTAN ASSOCS INCMANH | 1.14% | $432.18M | 2,880,214 |
| MONGODB INCMDB | 1.11% | $421.11M | 1,254,986 |
| ANTHROPIC PBCPreferred | 1.10% | $419.35M | 673,183 |
| ANTHROPIC PBCPreferred | 1.02% | $387.86M | 658,500 |
| META PLATFORMS INCMETA | 0.97% | $367.99M | 581,800 |
| MICRON TECHNOLOGY INCMU | 0.89% | $337.18M | 347,249 |
| Fidelity Revere Street TrustCash or money market | 0.82% | $311.86M | 311,798,396 |
| NETFLIX INCNFLX | 0.77% | $291.56M | 3,389,460 |
| MONOLITHIC POWER SYSTEMS INCMPWR | 0.63% | $241.48M | 154,178 |
| AMPHENOL CORPORATION NEWAPH | 0.59% | $224.66M | 1,510,200 |
| COREWEAVE INCCRWV | 0.50% | $190.92M | 1,743,040 |
| CEREBRAS SYSTEMS INC | 0.48% | $182.27M | 769,100 |
| COHERENT CORPCOHR | 0.42% | $160.06M | 442,800 |
| HUBSPOT INCHUBS | 0.37% | $142.17M | 644,379 |
| JABIL INCJBL | 0.35% | $131.45M | 360,565 |
| ASML HOLDING NV | 0.26% | $99.67M | 61,800 |
| RUBRIK INCRBRK | 0.26% | $98.64M | 1,254,487 |
| CEREBRAS SYSTEMS INCCBRS | 0.25% | $96.73M | 408,152 |
| OPENAI GROUP PBCPreferred | 0.23% | $88.96M | 129,354 |
| ANTHROPIC PBCPreferred | 0.20% | $74.98M | 127,300 |
| SPACE EXPLORATION TECHNOLOGIES CORP | 0.15% | $58.18M | 552,420 |
| REVOLUT GROUP HOLDINGS LTD | 0.15% | $57.98M | 41,427 |
| OPENAI GROUP PBCPreferred | 0.12% | $46.82M | 68,088 |
| AUTODESK INCADSK | 0.12% | $45.71M | 197,600 |
| AIRBNB INCABNB | 0.11% | $40.29M | 302,209 |
| DOUYIN CO LTDPreferred | 0.08% | $30.72M | 96,743 |
| STRIPE GLOBAL HOLDINGS INCPreferred | 0.08% | $30.62M | 486,000 |
| PHYSICAL INTELLIGENCEPreferred | 0.08% | $30.51M | 65,800 |
| DATABRICKS INCPreferred | 0.08% | $29.96M | 157,694 |
| FRORE SYSTEMS INCPreferred | 0.07% | $27.81M | 833,498 |