Select Enterprise Technology 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.
What it holds
Largest share of the fund first.
| Company | % of fund | Value |
|---|---|---|
| VVisa Inc | 21.86% | $238M |
| MAMastercard Inc | 17.60% | $191.6M |
| SNOWSnowflake Inc | 5.11% | $55.6M |
| ADPAutomatic Data Processing Inc | 4.38% | $47.7M |
| NETCloudflare Inc | 4.34% | $47.3M |
| IBMInternational Business Machines Corp | 4.33% | $47.1M |
| XYZBlock Inc | 3.35% | $36.5M |
| TWLOTwilio Inc | 2.99% | $32.6M |
| OKTAOkta Inc | 2.97% | $32.3M |
| MDBMongoDB Inc | 2.52% | $27.4M |
| SSNCSS&C Technologies Holdings Inc | 2.47% | $26.8M |
| CPAYCorpay Inc | 2.45% | $26.7M |
| VRSNVeriSign, Inc | 2.20% | $23.9M |
| EXLSExlservice Holdings Inc | 2.16% | $23.5M |
| PYPLPayPal Holdings Inc | 2.13% | $23.2M |
| AFRMAffirm Holdings Inc | 1.54% | $16.7M |
| CTSHCognizant Technology Solutions Corp | 1.53% | $16.7M |
| TOSTToast Inc | 1.40% | $15.2M |
| AMZNAmazon.com Inc | 1.32% | $14.3M |
| MSFTMicrosoft Corp | 1.23% | $13.4M |
| FISVFiserv Inc | 0.55% | $6M |
| GOOGLAlphabet Inc | 0.44% | $4.8M |
| DDOGDatadog Inc (Pre-Reincorporation) | 0.37% | $4.1M |
| PAYXPaychex Inc | 0.36% | $3.9M |
| CRWVCoreWeave Inc | 0.35% | $3.8M |
| GPNGlobal Payments Inc | 0.15% | $1.7M |
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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