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Select Technology 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
45
matched to a ticker
Fund size
$37B
the filing's own figure
Matched value
$32.4B
of the positions below
As of
2026-08-31
S000007484

What it holds

Largest share of the fund first.

Company% of fundValue
NVDANVIDIA Corp18.74%$6.9B
AAPLApple Inc15.65%$5.8B
MSFTMicrosoft Corp8.43%$3.1B
MUMicron Technology Inc3.52%$1.3B
CSCOCisco Systems Inc3.37%$1.2B
MRVLMarvell Technology Inc2.80%$1B
AMZNAmazon.com Inc2.55%$940.8M
INTCIntel Corp2.33%$859.9M
WDCWestern Digital Corp2.32%$857.4M
AMDAdvanced Micro Devices Inc1.85%$684.7M
ONON Semiconductor Corp1.68%$622M
SNOWSnowflake Inc1.66%$613.5M
TSMTaiwan Semiconductor Manufacturing Co Ltd1.66%$612.2M
OKTAOkta Inc1.62%$599M
CRWDCrowdStrike Holdings Inc1.36%$502.6M
AMATApplied Materials Inc1.24%$458.3M
DDOGDatadog Inc (Pre-Reincorporation)1.16%$428.6M
LRCXLam Research Corp1.09%$403.7M
SNDKSandisk Corp1.08%$399.7M
SHOPShopify Inc1.00%$368.5M
MDBMongoDB Inc1.00%$368.4M
PANWPalo Alto Networks Inc0.95%$352.4M
MSIMotorola Solutions Inc0.90%$331.6M
APHAmphenol Corp0.87%$323.1M
PLTRPalantir Technologies Inc0.81%$300.3M
ALABAstera Labs, Inc0.79%$293.5M
GOOGLAlphabet Inc0.78%$288.8M
KLACKLA Corp0.73%$268.7M
MPWRMonolithic Power Systems Inc0.73%$268.2M
CDNSCadence Design Systems Inc0.70%$257.5M
COHRCoherent Corp0.53%$197.3M
ORCLOracle Corp0.47%$174.4M
MANHManhattan Associates Inc0.45%$164.7M
TWLOTwilio Inc0.40%$149.3M
GLWCorning Inc0.38%$141.2M
AVGOBroadcom Inc0.37%$136M
DELLDell Technologies Inc0.35%$130.8M
MTSIMACOM Technology Solutions Holdings Inc0.30%$112.7M
CIENCiena Corp0.27%$100.4M
LITELumentum Holdings Inc0.23%$84.5M
ABNBAirbnb Inc0.15%$55.4M
JBLJabil Inc0.15%$54.1M
CLSCelestica Inc0.09%$33.4M
CRMSalesforce Inc0.04%$16.2M
NOWServiceNow Inc0.03%$11.1M

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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