Holdings (Monthly)
Guide ↗
Select Software and IT Services Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACCENTURE PLC | N/A | Feb 2026 | 327,900 | NEW | $61.3M | — | 0.81% | EC |
| 2 | VERISIGN INC | 92343E102 | May 2026 | 187,500 | NEW | $53.5M | — | 0.71% | EC |
| 3 | ANTHROPIC PBC | N/A | Feb 2026 | 69,400 | NEW | $40.9M | — | 0.54% | EP |
| 4 | TERAWULF INC | 88080T104 | May 2026 | 1,299,700 | NEW | $33.2M | — | 0.44% | EC |
| 5 | STRATEGY INC | 594972408 | May 2026 | 159,800 | NEW | $25.4M | — | 0.34% | EC |
| 6 | BRAZE INC | 10576N102 | May 2026 | 901,400 | NEW | $23.1M | — | 0.31% | EC |
| 7 | MONDAY.COM LTD | N/A | Feb 2026 | 214,925 | NEW | $18.0M | — | 0.24% | EC |
| 8 | ANTHROPIC PBC | N/A | Feb 2026 | 15,900 | NEW | $9.4M | — | 0.12% | EP |
| 9 | BOX INC | 10316T104 | May 2026 | 300,100 | NEW | $8.1M | — | 0.11% | EC |
| 10 | FASTLY INC | 31188V100 | May 2026 | 425,800 | NEW | $7.6M | — | 0.10% | EC |
| 11 | DATABRICKS INC | N/A | Feb 2026 | 24,600 | NEW | $4.7M | — | 0.06% | EP |