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 | 22.12% | $11.36B | 53,786,380 |
| BROADCOM INCAVGO | 12.99% | $6.67B | 14,924,217 |
| MARVELL TECHNOLOGY INCMRVL | 7.44% | $3.82B | 18,623,709 |
| NXP SEMICONDUCTORS NV | 5.81% | $2.98B | 9,281,003 |
| ON SEMICONDUCTOR CORPON | 5.22% | $2.68B | 22,239,061 |
| MONOLITHIC POWER SYSTEMS INCMPWR | 5.19% | $2.66B | 1,700,486 |
| ASTERA LABS INCALAB | 5.11% | $2.62B | 7,647,422 |
| GLOBALFOUNDRIES INC | 4.71% | $2.42B | 30,258,554 |
| ASML HOLDING NV | 4.60% | $2.36B | 1,463,593 |
| LAM RESEARCH CORPLRCX | 3.28% | $1.69B | 5,295,979 |
| WESTERN DIGITAL CORPWDC | 3.19% | $1.64B | 3,084,742 |
| MICRON TECHNOLOGY INCMU | 3.19% | $1.64B | 1,686,570 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INCMTSI | 2.70% | $1.39B | 3,808,564 |
| Fidelity Revere Street TrustCash or money market | 2.42% | $1.24B | 1,242,487,656 |
| NOVA LTD | 1.89% | $968.53M | 1,928,080 |
| ALLEGRO MICROSYSTEMS INCALGM | 1.56% | $801.31M | 16,739,387 |
| ARM HOLDINGS LIMITEDARM | 1.34% | $686.53M | 1,943,242 |
| COHERENT CORPCOHR | 1.30% | $666.03M | 1,842,562 |
| KLA CORPKLAC | 0.75% | $383.57M | 199,600 |
| SANDISK CORP/DESNDK | 0.59% | $302.05M | 178,200 |
| ENTEGRIS INCENTG | 0.43% | $222.79M | 1,605,218 |
| CEREBRAS SYSTEMS INCCBRS | 0.41% | $208.42M | 879,446 |
| Fidelity Revere Street TrustCash or money market | 0.37% | $190.54M | 190,522,464 |
| SYNAPTICS INCSYNA | 0.37% | $187.64M | 1,366,828 |
| CEREBRAS SYSTEMS INC | 0.34% | $175.87M | 742,098 |
| IMPINJ INCPI | 0.33% | $169.48M | 1,122,366 |
| SILICON MOTION TECH CORPSIMO | 0.24% | $124.57M | 449,923 |
| ELEMENT LABS LTDPreferred | 0.22% | $111.90M | 4,044,100 |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.20% | $104.42M | 442,385 |
| NEARFIELD INSTRUMENTS BVPreferred | 0.14% | $84.32M | 10,315 |
| FRORE SYSTEMS INCPreferred | 0.10% | $49.67M | 1,488,952 |
| EMPOWER SEMICONDUCTOR INCPreferred | 0.07% | $37.22M | 1,632,993 |
| ELEMENT LABS LTDPreferred | 0.06% | $32.14M | 1,368,700 |
| FRORE SYSTEMS INCPreferred | 0.06% | $31.01M | 1,078,255 |
| ALPHA and OMEGA SEMICONDUCTOR LTD | 0.05% | $23.28M | 513,296 |
| LIGHTMATTER INCPreferred | 0.03% | $17.06M | 271,273 |
| ALIF SEMICONDUCTORPreferred | 0.03% | $14.72M | 444,283 |
| ELEMENT LABS LTDPreferred | 0.03% | $14.13M | 585,300 |
| LIGHTMATTER INCPreferred | 0.03% | $13.08M | 166,400 |
| TAALAS INCPreferred | 0.02% | $12.51M | 12,538,822 |
| TAALAS INCPreferred | 0.02% | $11.70M | 144,600 |
| XSIGHT LABS LTDPreferred | 0.02% | $11.42M | 681,600 |
| TENSTORRENT HOLDINGS INCPreferred | 0.02% | $11.32M | 149,736 |
| ALIF SEMICONDUCTORPreferred | 0.02% | $11.17M | 322,100 |
| MENLO MICRO INCPreferred | 0.02% | $8.28M | 7,540,400 |
| DANGER DEVICES INCPreferred | 0.01% | $7.24M | 7,867,300 |
| DENSITY AI INCPreferred | 0.01% | $6.78M | 3,894,400 |
| DIAMOND FOUNDRY INCPreferred | 0.01% | $6.44M | 189,999 |
| AEVA TECHNOLOGIES INCAEVA | 0.01% | $6.19M | 219,560 |
| RETYM INCPreferred | 0.01% | $5.59M | 458,946 |