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Select Wireless 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
36
matched to a ticker
Fund size
$386.6M
the filing's own figure
Matched value
$311.3M
of the positions below
As of
2026-08-31
S000007489

What it holds

Largest share of the fund first.

Company% of fundValue
AAPLApple Inc17.46%$62.5M
MRVLMarvell Technology Inc8.16%$29.2M
VZVerizon Communications Inc7.29%$26.1M
QCOMQualcomm Inc6.64%$23.8M
MSIMotorola Solutions Inc5.81%$20.8M
TAT&T Inc5.72%$20.5M
AMTAmerican Tower Corp4.08%$14.6M
TMUST-Mobile US Inc3.84%$13.7M
NOKNokia Oyj3.64%$13M
STMSTMicroelectronics NV2.97%$10.6M
CCICrown Castle Inc2.28%$8.2M
VSATViasat Inc2.13%$7.6M
VODVodafone Group PLC1.97%$7.1M
ERICTelefonaktiebolaget LM Ericsson1.82%$6.5M
SBACSBA Communications Corp1.72%$6.1M
RCIRogers Communications Inc1.42%$5.1M
BCEBCE Inc1.35%$4.8M
AMXAmerica Movil SAB de CV1.25%$4.5M
SWKSSkyworks Solutions Inc0.99%$3.6M
TUTelus Corporation0.95%$3.4M
RNGRingCentral Inc0.61%$2.2M
TSMTaiwan Semiconductor Manufacturing Co Ltd0.59%$2.1M
VIVTelefonica Brasil SA0.59%$2.1M
METAMeta Platforms Inc0.54%$1.9M
MSFTMicrosoft Corp0.51%$1.8M
AMZNAmazon.com Inc0.46%$1.6M
MTSIMACOM Technology Solutions Holdings Inc0.29%$1.1M
QRVOQorvo Inc0.24%$874.3K
NVDANVIDIA Corp0.23%$839K
GOOGLAlphabet Inc0.23%$814.4K
SNDKSandisk Corp0.22%$783.4K
MUMicron Technology Inc0.21%$767K
GOOGAlphabet Inc0.21%$737.9K
LITELumentum Holdings Inc0.20%$731.8K
UIUbiquiti Inc0.15%$531K
COHRCoherent Corp0.14%$500.1K

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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