Holdings (Monthly) Guide ↗

Select Software and IT Services Portfolio

· Fidelity Select Portfolios

Monthly Holdings $7.6B AUM 21 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 11 New 21 Added 24 Reduced 5 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	PALO ALTO NETWORKS INC	697435105	Feb 2026	1,416,364	+49,600	$399.0M	+96.0%	5.30%	EC
2	PALANTIR TECHNOLOGIES INC	69608A108	Feb 2026	1,964,578	+20,600	$307.5M	+15.3%	4.08%	EC
3	SYNOPSYS INC	871607107	Feb 2026	514,140	+18,000	$244.5M	+19.1%	3.25%	EC
4	APPLOVIN CORP	03831W108	Feb 2026	357,366	+23,500	$219.1M	+50.9%	2.91%	EC
5	AUTODESK INC	052769106	Feb 2026	820,621	+2,516	$189.8M	-5.6%	2.52%	EC
6	OKTA INC	679295105	Feb 2026	1,492,791	+116,600	$184.0M	+84.4%	2.44%	EC
7	CROWDSTRIKE HOLDINGS INC	22788C105	Feb 2026	244,886	+144,800	$179.0M	+380.8%	2.38%	EC
8	CLOUDFLARE INC	18915M107	Feb 2026	610,149	+14,800	$147.5M	+43.9%	1.96%	EC
9	MONGODB INC	60937P106	Feb 2026	416,300	+90,500	$139.7M	+30.5%	1.85%	EC
10	SHOPIFY INC	82509L107	Feb 2026	1,090,660	+541,800	$129.5M	+95.4%	1.72%	EC
11	RIOT PLATFORMS INC	767292105	Feb 2026	3,940,500	+1,116,400	$106.8M	+132.2%	1.42%	EC
12	Fidelity Revere Street Trust	31635A303	Feb 2026	88,887,786	+17,194,894	$88.9M	+24.0%	1.18%	STIV
13	FIGMA INC	316841105	Feb 2026	3,471,500	+360,500	$88.5M	-3.2%	1.18%	EC
14	COREWEAVE INC	21873S108	Feb 2026	625,690	+292,090	$68.5M	+158.2%	0.91%	EC
15	ALPHABET INC	02079K305	Feb 2026	178,500	+9,500	$67.9M	+28.9%	0.90%	EC
16	JFROG LTD	N/A	Feb 2026	820,500	+751,100	$65.2M	+262.6%	0.87%	EC
17	IBM CORPORATION	459200101	Feb 2026	162,700	+118,400	$48.5M	+355.3%	0.64%	EC
18	EPAM SYSTEMS INC	29414B104	Feb 2026	443,525	+59,400	$45.4M	-16.1%	0.60%	EC
19	AMPLITUDE INC	03213A104	Feb 2026	4,493,276	+3,505,500	$35.1M	+387.3%	0.47%	EC
20	GEN DIGITAL INC	668771108	Feb 2026	671,818	+324,200	$17.3M	+120.8%	0.23%	EC
21	COGNIZANT TECHNOLOGY SOLUTIONS CORP	192446102	Feb 2026	174,100	+91,300	$9.7M	+82.0%	0.13%	EC