Holdings (Monthly)
Guide ↗
Select Software and IT Services Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | 594918104 | Feb 2026 | 4,089,382 | -198,900 | $1.84B | +9.3% | 24.44% | EC |
| 2 | PALO ALTO NETWORKS INC | 697435105 | Feb 2026 | 1,416,364 | +49,600 | $399.0M | +96.0% | 5.30% | EC |
| 3 | DATADOG INC | 23804L103 | Feb 2026 | 1,452,013 | -580,400 | $359.2M | +57.8% | 4.77% | EC |
| 4 | PALANTIR TECHNOLOGIES INC | 69608A108 | Feb 2026 | 1,964,578 | +20,600 | $307.5M | +15.3% | 4.08% | EC |
| 5 | SALESFORCE INC | 79466L302 | Feb 2026 | 1,571,684 | -136,200 | $300.3M | -9.7% | 3.99% | EC |
| 6 | ORACLE CORP | 68389X105 | Feb 2026 | 1,280,027 | -555,600 | $289.0M | +8.3% | 3.84% | EC |
| 7 | TWILIO INC | 90138F102 | Feb 2026 | 1,408,656 | -272,000 | $268.5M | +32.1% | 3.57% | EC |
| 8 | SNOWFLAKE INC | 833445109 | Feb 2026 | 997,800 | -211,500 | $255.0M | +25.2% | 3.39% | EC |
| 9 | SYNOPSYS INC | 871607107 | Feb 2026 | 514,140 | +18,000 | $244.5M | +19.1% | 3.25% | EC |
| 10 | APPLOVIN CORP | 03831W108 | Feb 2026 | 357,366 | +23,500 | $219.1M | +50.9% | 2.91% | EC |
| 11 | AMAZON.COM INC | 023135106 | Feb 2026 | 790,280 | -49,700 | $213.9M | +21.3% | 2.84% | EC |
| 12 | AUTODESK INC | 052769106 | Feb 2026 | 820,621 | +2,516 | $189.8M | -5.6% | 2.52% | EC |
| 13 | OKTA INC | 679295105 | Feb 2026 | 1,492,791 | +116,600 | $184.0M | +84.4% | 2.44% | EC |
| 14 | CROWDSTRIKE HOLDINGS INC | 22788C105 | Feb 2026 | 244,886 | +144,800 | $179.0M | +380.8% | 2.38% | EC |
| 15 | INTUIT INC | 461202103 | Feb 2026 | 461,451 | -142,600 | $153.0M | -38.1% | 2.03% | EC |
| 16 | RUBRIK INC | 781154109 | Feb 2026 | 1,933,500 | -691,300 | $152.0M | +11.5% | 2.02% | EC |
| 17 | CLOUDFLARE INC | 18915M107 | Feb 2026 | 610,149 | +14,800 | $147.5M | +43.9% | 1.96% | EC |
| 18 | MONGODB INC | 60937P106 | Feb 2026 | 416,300 | +90,500 | $139.7M | +30.5% | 1.85% | EC |
| 19 | SHOPIFY INC | 82509L107 | Feb 2026 | 1,090,660 | +541,800 | $129.5M | +95.4% | 1.72% | EC |
| 20 | RIOT PLATFORMS INC | 767292105 | Feb 2026 | 3,940,500 | +1,116,400 | $106.8M | +132.2% | 1.42% | EC |
| 21 | UNITY SOFTWARE INC | 91332U101 | Feb 2026 | 3,153,485 | -345,300 | $96.1M | +50.6% | 1.28% | EC |
| 22 | KLAVIYO INC | 49845K101 | Feb 2026 | 5,979,124 | -746,300 | $94.7M | -19.1% | 1.26% | EC |
| 23 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 88,887,786 | +17,194,894 | $88.9M | +24.0% | 1.18% | STIV |
| 24 | FIGMA INC | 316841105 | Feb 2026 | 3,471,500 | +360,500 | $88.5M | -3.2% | 1.18% | EC |
| 25 | CADENCE DESIGN SYSTEMS INC | 127387108 | Feb 2026 | 220,600 | -3,100 | $82.7M | +22.7% | 1.10% | EC |
| 26 | ADOBE INC | 00724F101 | Feb 2026 | 303,200 | -102,000 | $78.6M | -26.1% | 1.04% | EC |
| 27 | COREWEAVE INC | 21873S108 | Feb 2026 | 625,690 | +292,090 | $68.5M | +158.2% | 0.91% | EC |
| 28 | ALPHABET INC | 02079K305 | Feb 2026 | 178,500 | +9,500 | $67.9M | +28.9% | 0.90% | EC |
| 29 | SERVICENOW INC | 81762P102 | Feb 2026 | 530,220 | -756,500 | $65.9M | -52.6% | 0.88% | EC |
| 30 | JFROG LTD | N/A | Feb 2026 | 820,500 | +751,100 | $65.2M | +262.6% | 0.87% | EC |
| 31 | ACCENTURE PLC | N/A | Feb 2026 | 327,900 | NEW | $61.3M | — | 0.81% | EC |
| 32 | VERISIGN INC | 92343E102 | May 2026 | 187,500 | NEW | $53.5M | — | 0.71% | EC |
| 33 | SAMSARA INC | 79589L106 | Feb 2026 | 1,519,300 | -2,505,700 | $53.2M | -54.3% | 0.71% | EC |
| 34 | IBM CORPORATION | 459200101 | Feb 2026 | 162,700 | +118,400 | $48.5M | +355.3% | 0.64% | EC |
| 35 | EPAM SYSTEMS INC | 29414B104 | Feb 2026 | 443,525 | +59,400 | $45.4M | -16.1% | 0.60% | EC |
| 36 | ANTHROPIC PBC | N/A | Feb 2026 | 69,400 | NEW | $40.9M | — | 0.54% | EP |
| 37 | TOAST INC | 888787108 | Feb 2026 | 1,554,496 | — | $40.5M | -4.7% | 0.54% | EC |
| 38 | FAIR ISAAC CORPORATION | 303250104 | Feb 2026 | 30,174 | -10,800 | $37.7M | -34.7% | 0.50% | EC |
| 39 | HUBSPOT INC | 443573100 | Feb 2026 | 165,917 | -364,200 | $36.6M | -73.9% | 0.49% | EC |
| 40 | AMPLITUDE INC | 03213A104 | Feb 2026 | 4,493,276 | +3,505,500 | $35.1M | +387.3% | 0.47% | EC |
| 41 | TERAWULF INC | 88080T104 | May 2026 | 1,299,700 | NEW | $33.2M | — | 0.44% | EC |
| 42 | ZOOMINFO TECHNOLOGIES INC | 98980F104 | Feb 2026 | 9,273,069 | -111,600 | $30.9M | -47.0% | 0.41% | EC |
| 43 | BILL HOLDINGS INC | 090043100 | Feb 2026 | 728,000 | -84,800 | $27.0M | -25.5% | 0.36% | EC |
| 44 | STRATEGY INC | 594972408 | May 2026 | 159,800 | NEW | $25.4M | — | 0.34% | EC |
| 45 | ZSCALER INC | 98980G102 | Feb 2026 | 171,540 | -540,900 | $24.0M | -77.1% | 0.32% | EC |
| 46 | BRAZE INC | 10576N102 | May 2026 | 901,400 | NEW | $23.1M | — | 0.31% | EC |
| 47 | BLACKLINE INC | 09239B109 | Feb 2026 | 780,800 | -302,200 | $23.0M | -39.9% | 0.30% | EC |
| 48 | MONDAY.COM LTD | N/A | Feb 2026 | 214,925 | NEW | $18.0M | — | 0.24% | EC |
| 49 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 17,456,091 | -2,718,207 | $17.5M | -13.5% | 0.23% | STIV |
| 50 | GEN DIGITAL INC | 668771108 | Feb 2026 | 671,818 | +324,200 | $17.3M | +120.8% | 0.23% | EC |
| 51 | WORKDAY INC | 98138H101 | Feb 2026 | 74,600 | -14,000 | $10.9M | -8.0% | 0.14% | EC |
| 52 | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 192446102 | Feb 2026 | 174,100 | +91,300 | $9.7M | +82.0% | 0.13% | EC |
| 53 | ANTHROPIC PBC | N/A | Feb 2026 | 15,900 | NEW | $9.4M | — | 0.12% | EP |
| 54 | BOX INC | 10316T104 | May 2026 | 300,100 | NEW | $8.1M | — | 0.11% | EC |
| 55 | FASTLY INC | 31188V100 | May 2026 | 425,800 | NEW | $7.6M | — | 0.10% | EC |
| 56 | DATABRICKS INC | N/A | Feb 2026 | 24,600 | NEW | $4.7M | — | 0.06% | EP |
| 57 | ATLASSIAN CORP PLC | 049468101 | Feb 2026 | 11,754 | -1,543,800 | $1.3M | -98.9% | 0.02% | EC |
| 58 | META PLATFORMS INC | 30303M102 | Feb 2026 | 200 | — | $127K | -2.4% | 0.00% | EC |
| 59 | PIVOTAL SOFTWARE INC | 725ESC016 | Feb 2026 | 3,336,600 | — | $33 | +0.0% | 0.00% | EC |
| ✕ | DYNATRACE INC | 268150109 | — | 1,284,300 | SOLD | $46.1M | — | — | — |
| ✕ | CONSTELLATION SOFTWARE INC | 21037X100 | — | 9,300 | SOLD | $17.2M | — | — | — |
| ✕ | TYLER TECHNOLOGIES INC | 902252105 | — | 16,600 | SOLD | $5.9M | — | — | — |
| ✕ | WORKIVA INC | 98139A105 | — | 13,270 | SOLD | $0.8M | — | — | — |
| ✕ | SAP SE | 803054204 | — | 2,500 | SOLD | $0.5M | — | — | — |