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Select Consumer Discretionary 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
41
matched to a ticker
Fund size
$736.2M
the filing's own figure
Matched value
$634.6M
of the positions below
As of
2026-08-31
S000007454

What it holds

Largest share of the fund first.

Company% of fundValue
AMZNAmazon.com Inc23.99%$171.1M
TSLATesla Inc14.53%$103.6M
HDHome Depot Inc4.21%$30M
LOWLowe's Companies Inc3.89%$27.7M
MCDMcDonald's Corp3.30%$23.5M
SGISomnigroup International Inc2.72%$19.4M
HLTHilton Worldwide Holdings Inc2.55%$18.2M
TJXTJX Companies Inc2.50%$17.8M
ROSTRoss Stores Inc2.36%$16.9M
GMGeneral Motors Co1.94%$13.8M
BKNGBooking Holdings Inc1.82%$13M
DLTRDollar Tree Inc1.59%$11.3M
DPZDomino's Pizza Inc1.58%$11.3M
FNDFloor & Decor Holdings Inc1.51%$10.8M
CMGChipotle Mexican Grill Inc1.42%$10.1M
OLLIOllie's Bargain Outlet Holdings Inc1.41%$10.1M
PHMPultegroup Inc1.39%$9.9M
MELIMercadoLibre Inc1.27%$9.1M
DKSDICK'S Sporting Goods Inc1.22%$8.7M
LADLithia Motors Inc1.06%$7.6M
QSRRestaurant Brands International Inc1.03%$7.3M
SBUXStarbucks Corp0.90%$6.4M
WSMWilliams-Sonoma Inc0.83%$5.9M
GPCGenuine Parts Co0.81%$5.8M
CHDNChurchill Downs Inc0.78%$5.6M
MARMarriott International Inc0.77%$5.5M
DECKDeckers Outdoor Corp0.75%$5.4M
TPRTapestry Inc0.68%$4.9M
ETSYETSY Inc0.66%$4.7M
PVHPVH Corp0.65%$4.7M
WWayfair Inc0.63%$4.5M
ARMKAramark0.61%$4.4M
GPIGroup 1 Automotive Inc0.57%$4M
RHRH0.56%$4M
WHWyndham Hotels & Resorts Inc0.46%$3.2M
BBWIBath & Body Works Inc0.42%$3M
LCIILCI Industries0.42%$3M
MTHMeritage Homes Corp0.37%$2.7M
ORLYO'Reilly Automotive Inc0.34%$2.4M
PFGCPerformance Food Group Co0.28%$2M
NKENike Inc0.18%$1.3M

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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