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Select Communication Services 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.

Positions
29
matched to a ticker
Fund size
$2.5B
the filing's own figure
Matched value
$2.3B
of the positions below
As of
2026-08-31
S000007476

What it holds

Largest share of the fund first.

Company% of fundValue
METAMeta Platforms Inc25.04%$625.8M
GOOGLAlphabet Inc24.84%$620.9M
DISWalt Disney Co5.67%$141.6M
TAT&T Inc5.34%$133.5M
AMZNAmazon.com Inc4.51%$112.6M
WBDWarner Bros Discovery Inc3.12%$78.1M
TTWOTake-Two Interactive Software Inc2.90%$72.5M
LYVLive Nation Entertainment Inc2.69%$67.2M
FOXAFox Corp1.85%$46.3M
FWONKFormula One Group1.76%$44M
VZVerizon Communications Inc1.69%$42.2M
RBLXRoblox Corp1.39%$34.8M
TKOTKO Group Holdings Inc1.31%$32.8M
LIONLionsgate Studios Corp Common Shares1.25%$31.2M
FOXFox Corp1.07%$26.7M
AAPLApple Inc1.04%$26M
RDDTReddit Inc0.98%$24.6M
PINSPinterest Inc0.89%$22.2M
OMCOmnicom Group Inc0.89%$22.2M
NFLXNetflix Inc0.88%$21.9M
WRBYWarby Parker Inc. Class A Common Stock0.77%$19.2M
CHTRCharter Communications Inc0.74%$18.5M
APPApplovin Corp0.53%$13.2M
NYTNew York Times Co0.50%$12.6M
TSMTaiwan Semiconductor Manufacturing Co Ltd0.50%$12.5M
PSKYParamount Skydance Corp0.26%$6.4M
LUMNLumen Technologies Inc0.24%$6M
GOOGAlphabet Inc0.11%$2.9M
SPCXSpace Exploration Technologies Corp0.06%$1.4M

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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