Select Automotive Portfolio
Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.
What it holds
Largest share of the fund first.
| Company | % of fund | Value |
|---|---|---|
| TMToyota Motor Corp | 11.66% | $6.6M |
| ORLYO'Reilly Automotive Inc | 11.51% | $6.5M |
| GMGeneral Motors Co | 11.50% | $6.5M |
| TSLATesla Inc | 7.90% | $4.5M |
| FFord Motor Co | 6.90% | $3.9M |
| CVNACarvana Co | 5.14% | $2.9M |
| HMCHonda Motor Co Ltd | 4.74% | $2.7M |
| CPRTCopart Inc | 4.49% | $2.5M |
| RIVNRivian Automotive Inc | 2.90% | $1.6M |
| BWABorgwarner Inc | 2.66% | $1.5M |
| AZOAutozone Inc | 2.62% | $1.5M |
| MGAMagna International Inc | 2.11% | $1.2M |
| KMXCarmax Inc | 2.03% | $1.2M |
| LADLithia Motors Inc | 2.01% | $1.1M |
| GPCGenuine Parts Co | 1.80% | $1M |
| ANAutoNation Inc | 1.67% | $944.7K |
| NIONIO Inc | 1.59% | $903.1K |
| GTXGarrett Motion Inc | 1.30% | $738.3K |
| ACVAACV Auctions Inc. - Class A | 0.42% | $239.7K |
| DASHDoorDash Inc | 0.37% | $208.6K |
Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.
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