Select Leisure 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 |
|---|---|---|
| MCDMcDonald's Corp | 10.55% | $50.8M |
| HLTHilton Worldwide Holdings Inc | 9.12% | $43.9M |
| BKNGBooking Holdings Inc | 8.97% | $43.2M |
| EXPEExpedia Group Inc | 8.37% | $40.3M |
| SBUXStarbucks Corp | 7.17% | $34.5M |
| MARMarriott International Inc | 6.57% | $31.7M |
| DASHDoorDash Inc | 5.03% | $24.3M |
| ABNBAirbnb Inc | 4.97% | $23.9M |
| USFDUS Foods Holding Corp | 4.92% | $23.7M |
| CMGChipotle Mexican Grill Inc | 4.44% | $21.4M |
| WYNNWynn Resorts Ltd | 3.97% | $19.1M |
| YUMYum! Brands Inc | 3.88% | $18.7M |
| PFGCPerformance Food Group Co | 1.56% | $7.5M |
| LVSLas Vegas Sands Corp | 1.32% | $6.4M |
| HHyatt Hotels Corp | 1.05% | $5M |
| CHDNChurchill Downs Inc | 0.96% | $4.6M |
| ARMKAramark | 0.59% | $2.9M |
| WINGWingstop Inc. - Common Stock | 0.53% | $2.6M |
| UALUnited Airlines Holdings Inc | 0.37% | $1.8M |
| SPHRSphere Entertainment Co | 0.01% | $54.5K |
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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