Holdings (Monthly)
Guide ↗
Select Software and IT Services Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | 594918104 | Feb 2026 | 4,288,282 | $1.68B | 25.21% | EC |
| 2 | SALESFORCE INC | 79466L302 | Feb 2026 | 1,707,884 | $332.7M | 4.98% | EC |
| 3 | ORACLE CORP | 68389X105 | Feb 2026 | 1,835,627 | $266.9M | 3.99% | EC |
| 4 | PALANTIR TECHNOLOGIES INC | 69608A108 | Feb 2026 | 1,943,978 | $266.7M | 3.99% | EC |
| 5 | INTUIT INC | 461202103 | Feb 2026 | 604,051 | $247.1M | 3.70% | EC |
| 6 | DATADOG INC | 23804L103 | Feb 2026 | 2,032,413 | $227.5M | 3.41% | EC |
| 7 | SYNOPSYS INC | 871607107 | Feb 2026 | 496,140 | $205.4M | 3.07% | EC |
| 8 | SNOWFLAKE INC | 833445109 | Feb 2026 | 1,209,300 | $203.7M | 3.05% | EC |
| 9 | PALO ALTO NETWORKS INC | 697435105 | Feb 2026 | 1,366,764 | $203.5M | 3.05% | EC |
| 10 | TWILIO INC | 90138F102 | Feb 2026 | 1,680,656 | $203.3M | 3.04% | EC |
| 11 | AUTODESK INC | 052769106 | Feb 2026 | 818,105 | $201.1M | 3.01% | EC |
| 12 | AMAZON.COM INC | 023135106 | Feb 2026 | 839,980 | $176.4M | 2.64% | EC |
| 13 | APPLOVIN CORP | 03831W108 | Feb 2026 | 333,866 | $145.2M | 2.17% | EC |
| 14 | HUBSPOT INC | 443573100 | Feb 2026 | 530,117 | $140.2M | 2.10% | EC |
| 15 | SERVICENOW INC | 81762P102 | Feb 2026 | 1,286,720 | $139.0M | 2.08% | EC |
| 16 | RUBRIK INC | 781154109 | Feb 2026 | 2,624,800 | $136.4M | 2.04% | EC |
| 17 | KLAVIYO INC | 49845K101 | Feb 2026 | 6,725,424 | $117.1M | 1.75% | EC |
| 18 | ATLASSIAN CORP PLC | 049468101 | Feb 2026 | 1,555,554 | $116.9M | 1.75% | EC |
| 19 | SAMSARA INC | 79589L106 | Feb 2026 | 4,025,000 | $116.3M | 1.74% | EC |
| 20 | MONGODB INC | 60937P106 | Feb 2026 | 325,800 | $107.0M | 1.60% | EC |
| 21 | ADOBE INC | 00724F101 | Feb 2026 | 405,200 | $106.3M | 1.59% | EC |
| 22 | ZSCALER INC | 98980G102 | Feb 2026 | 712,440 | $104.7M | 1.57% | EC |
| 23 | CLOUDFLARE INC | 18915M107 | Feb 2026 | 595,349 | $102.5M | 1.53% | EC |
| 24 | OKTA INC | 679295105 | Feb 2026 | 1,376,191 | $99.8M | 1.49% | EC |
| 25 | FIGMA INC | 316841105 | Feb 2026 | 3,111,000 | $91.4M | 1.37% | EC |
| 26 | ACCENTURE PLC | N/A | Feb 2026 | 378,000 | $78.9M | 1.18% | EC |
| 27 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 71,692,893 | $71.7M | 1.07% | STIV |
| 28 | CADENCE DESIGN SYSTEMS INC | 127387108 | Feb 2026 | 223,700 | $67.4M | 1.01% | EC |
| 29 | SHOPIFY INC | 82509L107 | Feb 2026 | 548,860 | $66.3M | 0.99% | EC |
| 30 | UNITY SOFTWARE INC | 91332U101 | Feb 2026 | 3,498,785 | $63.8M | 0.95% | EC |
| 31 | ZOOMINFO TECHNOLOGIES INC | 98980F104 | Feb 2026 | 9,384,669 | $58.3M | 0.87% | EC |
| 32 | FAIR ISAAC CORPORATION | 303250104 | Feb 2026 | 40,974 | $57.7M | 0.86% | EC |
| 33 | EPAM SYSTEMS INC | 29414B104 | Feb 2026 | 384,125 | $54.2M | 0.81% | EC |
| 34 | ALPHABET INC | 02079K305 | Feb 2026 | 169,000 | $52.7M | 0.79% | EC |
| 35 | DYNATRACE INC | 268150109 | Feb 2026 | 1,284,300 | $46.1M | 0.69% | EC |
| 36 | RIOT PLATFORMS INC | 767292105 | Feb 2026 | 2,824,100 | $46.0M | 0.69% | EC |
| 37 | TOAST INC | 888787108 | Feb 2026 | 1,554,496 | $42.5M | 0.64% | EC |
| 38 | BLACKLINE INC | 09239B109 | Feb 2026 | 1,083,000 | $38.2M | 0.57% | EC |
| 39 | CROWDSTRIKE HOLDINGS INC | 22788C105 | Feb 2026 | 100,086 | $37.2M | 0.56% | EC |
| 40 | BILL HOLDINGS INC | 090043100 | Feb 2026 | 812,800 | $36.2M | 0.54% | EC |
| 41 | JFROG LTD | N/A | Feb 2026 | 872,100 | $35.0M | 0.52% | EC |
| 42 | COREWEAVE INC | 21873S108 | Feb 2026 | 333,600 | $26.5M | 0.40% | EC |
| 43 | MONDAY.COM LTD | N/A | Feb 2026 | 286,625 | $20.8M | 0.31% | EC |
| 44 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 20,174,298 | $20.2M | 0.30% | STIV |
| 45 | ANTHROPIC PBC | N/A | Feb 2026 | 69,400 | $18.0M | 0.27% | EP |
| 46 | CONSTELLATION SOFTWARE INC | 21037X100 | Feb 2026 | 9,300 | $17.2M | 0.26% | EC |
| 47 | WORKDAY INC | 98138H101 | Feb 2026 | 88,600 | $11.9M | 0.18% | EC |
| 48 | IBM CORPORATION | 459200101 | Feb 2026 | 44,300 | $10.6M | 0.16% | EC |
| 49 | GEN DIGITAL INC | 668771108 | Feb 2026 | 347,618 | $7.8M | 0.12% | EC |
| 50 | AMPLITUDE INC | 03213A104 | Feb 2026 | 987,776 | $7.2M | 0.11% | EC |
| 51 | TYLER TECHNOLOGIES INC | 902252105 | Feb 2026 | 16,600 | $5.9M | 0.09% | EC |
| 52 | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 192446102 | Feb 2026 | 82,800 | $5.3M | 0.08% | EC |
| 53 | DATABRICKS INC | N/A | Feb 2026 | 24,600 | $4.4M | 0.07% | EP |
| 54 | WORKIVA INC | 98139A105 | Feb 2026 | 13,270 | $817K | 0.01% | EC |
| 55 | SAP SE | 803054204 | Feb 2026 | 2,500 | $504K | 0.01% | EC |
| 56 | META PLATFORMS INC | 30303M102 | Feb 2026 | 200 | $130K | 0.00% | EC |
| 57 | PIVOTAL SOFTWARE INC | 725ESC016 | Feb 2026 | 3,336,600 | $33 | 0.00% | EC |