carbonthatcarbonthat
← Every fund

Select Software and IT 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
40
matched to a ticker
Fund size
$7.9B
the filing's own figure
Matched value
$7B
of the positions below
As of
2026-08-31
S000007483

What it holds

Largest share of the fund first.

Company% of fundValue
MSFTMicrosoft Corp24.84%$2B
CRMSalesforce Inc5.41%$425.5M
PANWPalo Alto Networks Inc5.16%$405.9M
PLTRPalantir Technologies Inc4.91%$385.8M
DDOGDatadog Inc (Pre-Reincorporation)3.85%$302.8M
SNOWSnowflake Inc3.83%$301.2M
CRWDCrowdStrike Holdings Inc3.55%$278.9M
TWLOTwilio Inc3.24%$255M
OKTAOkta Inc3.16%$248.3M
SNPSSynopsys Inc3.04%$238.7M
ORCLOracle Corp2.94%$231.1M
AMZNAmazon.com Inc2.76%$217.2M
ADSKAutodesk Inc2.37%$186.2M
NETCloudflare Inc2.20%$172.6M
MDBMongoDB Inc1.98%$155.9M
UUnity Software Inc1.93%$151.6M
SHOPShopify Inc1.64%$129.3M
VRSNVeriSign, Inc1.56%$122.9M
INTUIntuit Inc1.48%$116.2M
CDNSCadence Design Systems Inc1.10%$86.4M
APPApplovin Corp1.06%$83.5M
NOWServiceNow Inc0.97%$76.4M
GOOGLAlphabet Inc0.76%$59.8M
EPAMEpam Systems Inc0.70%$55M
CRWVCoreWeave Inc0.65%$50.8M
IOTSamsara Inc0.63%$49.5M
ADBEAdobe Inc0.51%$40.1M
IBMInternational Business Machines Corp0.45%$35.2M
CTSHCognizant Technology Solutions Corp0.41%$32.2M
MSTRStrategy Inc0.34%$27.1M
FICOFair Isaac Corp0.33%$25.9M
BILLBILL Holdings Inc0.31%$24.2M
BLBlackLine Inc0.19%$14.9M
ZSZscaler Inc0.18%$14.2M
HUBSHubSpot Inc0.11%$8.9M
GENGen Digital Inc0.09%$7.5M
BOXBox Inc0.08%$5.9M
WDAYWorkday Inc0.07%$5.3M
DTDynatrace Inc0.04%$3.3M
METAMeta Platforms Inc0.00%$114.5K

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.

Follow Select Software and IT Services Portfolio by email

Select Software and IT Services Portfolio's new holdings reports, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.