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 | DATADOG INC | 23804L103 | Feb 2026 | 1,452,013 | -580,400 | $359.2M | +57.8% | 4.77% | EC |
| 3 | SALESFORCE INC | 79466L302 | Feb 2026 | 1,571,684 | -136,200 | $300.3M | -9.7% | 3.99% | EC |
| 4 | ORACLE CORP | 68389X105 | Feb 2026 | 1,280,027 | -555,600 | $289.0M | +8.3% | 3.84% | EC |
| 5 | TWILIO INC | 90138F102 | Feb 2026 | 1,408,656 | -272,000 | $268.5M | +32.1% | 3.57% | EC |
| 6 | SNOWFLAKE INC | 833445109 | Feb 2026 | 997,800 | -211,500 | $255.0M | +25.2% | 3.39% | EC |
| 7 | AMAZON.COM INC | 023135106 | Feb 2026 | 790,280 | -49,700 | $213.9M | +21.3% | 2.84% | EC |
| 8 | INTUIT INC | 461202103 | Feb 2026 | 461,451 | -142,600 | $153.0M | -38.1% | 2.03% | EC |
| 9 | RUBRIK INC | 781154109 | Feb 2026 | 1,933,500 | -691,300 | $152.0M | +11.5% | 2.02% | EC |
| 10 | UNITY SOFTWARE INC | 91332U101 | Feb 2026 | 3,153,485 | -345,300 | $96.1M | +50.6% | 1.28% | EC |
| 11 | KLAVIYO INC | 49845K101 | Feb 2026 | 5,979,124 | -746,300 | $94.7M | -19.1% | 1.26% | EC |
| 12 | CADENCE DESIGN SYSTEMS INC | 127387108 | Feb 2026 | 220,600 | -3,100 | $82.7M | +22.7% | 1.10% | EC |
| 13 | ADOBE INC | 00724F101 | Feb 2026 | 303,200 | -102,000 | $78.6M | -26.1% | 1.04% | EC |
| 14 | SERVICENOW INC | 81762P102 | Feb 2026 | 530,220 | -756,500 | $65.9M | -52.6% | 0.88% | EC |
| 15 | SAMSARA INC | 79589L106 | Feb 2026 | 1,519,300 | -2,505,700 | $53.2M | -54.3% | 0.71% | EC |
| 16 | FAIR ISAAC CORPORATION | 303250104 | Feb 2026 | 30,174 | -10,800 | $37.7M | -34.7% | 0.50% | EC |
| 17 | HUBSPOT INC | 443573100 | Feb 2026 | 165,917 | -364,200 | $36.6M | -73.9% | 0.49% | EC |
| 18 | ZOOMINFO TECHNOLOGIES INC | 98980F104 | Feb 2026 | 9,273,069 | -111,600 | $30.9M | -47.0% | 0.41% | EC |
| 19 | BILL HOLDINGS INC | 090043100 | Feb 2026 | 728,000 | -84,800 | $27.0M | -25.5% | 0.36% | EC |
| 20 | ZSCALER INC | 98980G102 | Feb 2026 | 171,540 | -540,900 | $24.0M | -77.1% | 0.32% | EC |
| 21 | BLACKLINE INC | 09239B109 | Feb 2026 | 780,800 | -302,200 | $23.0M | -39.9% | 0.30% | EC |
| 22 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 17,456,091 | -2,718,207 | $17.5M | -13.5% | 0.23% | STIV |
| 23 | WORKDAY INC | 98138H101 | Feb 2026 | 74,600 | -14,000 | $10.9M | -8.0% | 0.14% | EC |
| 24 | ATLASSIAN CORP PLC | 049468101 | Feb 2026 | 11,754 | -1,543,800 | $1.3M | -98.9% | 0.02% | EC |