Holdings (Monthly)
Guide ↗
Select Technology Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 67066G104 | Feb 2026 | 40,492,780 | +1,931,500 | $8.55B | +25.1% | 22.47% | EC |
| 2 | APPLE INC | 037833100 | Feb 2026 | 13,391,366 | +342,900 | $4.18B | +21.2% | 10.98% | EC |
| 3 | NXP SEMICONDUCTORS NV | N/A | Feb 2026 | 6,359,877 | +3,263,677 | $2.04B | +65934.6% | 5.37% | EC |
| 4 | ON SEMICONDUCTOR CORP | 682189105 | Feb 2026 | 16,675,605 | -1,665,000 | $2.01B | +65.0% | 5.29% | EC |
| 5 | CISCO SYSTEMS INC | 17275R102 | Feb 2026 | 16,325,473 | +3,069,800 | $1.97B | +86.6% | 5.17% | EC |
| 6 | MARVELL TECHNOLOGY INC | 573874104 | Feb 2026 | 7,923,557 | -7,814,024 | $1.62B | +26.3% | 4.27% | EC |
| 7 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 2,803,918 | -66,758 | $1.49B | +85.5% | 3.91% | EC |
| 8 | MICROSOFT CORP | 594918104 | Feb 2026 | 3,307,192 | -1,311,594 | $1.49B | -17.9% | 3.91% | EC |
| 9 | GLOBALFOUNDRIES INC | N/A | Feb 2026 | 18,442,187 | NEW | $1.47B | — | 3.88% | EC |
| 10 | BROADCOM INC | 11135F101 | May 2026 | 2,899,084 | NEW | $1.30B | — | 3.40% | EC |
| 11 | AMAZON.COM INC | 023135106 | Feb 2026 | 2,981,100 | +1,159,400 | $806.8M | +110.9% | 2.12% | EC |
| 12 | ASTERA LABS INC | 04626A103 | Feb 2026 | 2,235,730 | — | $766.5M | +188.5% | 2.01% | EC |
| 13 | OKTA INC | 679295105 | Feb 2026 | 6,060,047 | +1,866,400 | $747.0M | +145.7% | 1.96% | EC |
| 14 | DATADOG INC | 23804L103 | Feb 2026 | 2,912,676 | -1,474,795 | $720.5M | +46.7% | 1.89% | EC |
| 15 | CROWDSTRIKE HOLDINGS INC | 22788C105 | Feb 2026 | 962,617 | — | $703.7M | +96.5% | 1.85% | EC |
| 16 | SNOWFLAKE INC | 833445109 | Feb 2026 | 2,188,913 | -1,105,500 | $559.4M | +0.8% | 1.47% | EC |
| 17 | KLA CORP | 482480100 | May 2026 | 257,900 | NEW | $495.6M | — | 1.30% | EC |
| 18 | ASML HOLDING NV | N/A | Feb 2026 | 293,050 | NEW | $473.8M | — | 1.25% | EC |
| 19 | SERVICENOW INC | 81762P102 | Feb 2026 | 3,748,047 | -36,498 | $466.1M | +14.0% | 1.23% | EC |
| 20 | SHOPIFY INC | 82509L107 | Feb 2026 | 3,736,700 | -238,200 | $443.6M | -7.6% | 1.17% | EC |
| 21 | MANHATTAN ASSOCS INC | 562750109 | Feb 2026 | 2,880,214 | — | $432.2M | +10.8% | 1.14% | EC |
| 22 | MONGODB INC | 60937P106 | Feb 2026 | 1,254,986 | +354,000 | $421.1M | +42.3% | 1.11% | EC |
| 23 | ANTHROPIC PBC | N/A | Feb 2026 | 673,183 | NEW | $419.4M | — | 1.10% | EP |
| 24 | ANTHROPIC PBC | N/A | Feb 2026 | 658,500 | NEW | $387.9M | — | 1.02% | EP |
| 25 | META PLATFORMS INC | 30303M102 | May 2026 | 581,800 | NEW | $368.0M | — | 0.97% | EC |
| 26 | MICRON TECHNOLOGY INC | 595112103 | Feb 2026 | 347,249 | -2,453,100 | $337.2M | -70.8% | 0.89% | EC |
| 27 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 311,798,396 | +120,068,238 | $311.9M | +62.6% | 0.82% | STIV |
| 28 | NETFLIX INC | 64110L106 | Feb 2026 | 3,389,460 | +309,900 | $291.6M | -1.6% | 0.77% | EC |
| 29 | TAIWAN SEMICONDUCTOR MFG CO LTD | N/A | Feb 2026 | 3,799,488 | NEW | $280.7M | — | 0.74% | EC |
| 30 | MONOLITHIC POWER SYSTEMS INC | 609839105 | Feb 2026 | 154,178 | +93,278 | $241.5M | +247.0% | 0.63% | EC |
| 31 | AMPHENOL CORPORATION NEW | 032095101 | Feb 2026 | 1,510,200 | +951,300 | $224.7M | +175.2% | 0.59% | EC |
| 32 | COREWEAVE INC | 21873S108 | Feb 2026 | 1,743,040 | — | $190.9M | +37.7% | 0.50% | EC |
| 33 | CEREBRAS SYSTEMS INC | 2653800D | Feb 2026 | 769,100 | NEW | $182.3M | — | 0.48% | EC |
| 34 | COHERENT CORP | 19247G107 | Feb 2026 | 442,800 | +89,600 | $160.1M | +75.0% | 0.42% | EC |
| 35 | HUBSPOT INC | 443573100 | Feb 2026 | 644,379 | -98,700 | $142.2M | -27.7% | 0.37% | EC |
| 36 | JABIL INC | 466313103 | Feb 2026 | 360,565 | +114,100 | $131.4M | +101.3% | 0.35% | EC |
| 37 | ASML HOLDING NV | N/A | Feb 2026 | 61,800 | NEW | $99.7M | — | 0.26% | EC |
| 38 | RUBRIK INC | 781154109 | Feb 2026 | 1,254,487 | — | $98.6M | +51.3% | 0.26% | EC |
| 39 | CEREBRAS SYSTEMS INC | 15675D103 | May 2026 | 408,152 | NEW | $96.7M | — | 0.25% | EC |
| 40 | OPENAI GROUP PBC | N/A | Feb 2026 | 129,354 | NEW | $89.0M | — | 0.23% | EP |
| 41 | ANTHROPIC PBC | N/A | Feb 2026 | 127,300 | NEW | $75.0M | — | 0.20% | EP |
| 42 | SPACE EXPLORATION TECHNOLOGIES CORP | N/A | Feb 2026 | 552,420 | NEW | $58.2M | — | 0.15% | EC |
| 43 | REVOLUT GROUP HOLDINGS LTD | N/A | Feb 2026 | 41,427 | NEW | $58.0M | — | 0.15% | EC |
| 44 | OPENAI GROUP PBC | N/A | Feb 2026 | 68,088 | NEW | $46.8M | — | 0.12% | EP |
| 45 | AUTODESK INC | 052769106 | Feb 2026 | 197,600 | — | $45.7M | -5.9% | 0.12% | EC |
| 46 | AIRBNB INC | 009066101 | Feb 2026 | 302,209 | — | $40.3M | -1.3% | 0.11% | EC |
| 47 | DOUYIN CO LTD | N/A | Feb 2026 | 96,743 | NEW | $30.7M | — | 0.08% | EP |
| 48 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 486,000 | NEW | $30.6M | — | 0.08% | EP |
| 49 | PHYSICAL INTELLIGENCE | N/A | Feb 2026 | 65,800 | NEW | $30.5M | — | 0.08% | EP |
| 50 | DATABRICKS INC | N/A | Feb 2026 | 157,694 | NEW | $30.0M | — | 0.08% | EP |
| 51 | FRORE SYSTEMS INC | N/A | Feb 2026 | 833,498 | NEW | $27.8M | — | 0.07% | EP |
| 52 | RUNWAY AI INC | N/A | Feb 2026 | 1,846,660 | NEW | $27.0M | — | 0.07% | EP |
| 53 | DATABRICKS INC | N/A | Feb 2026 | 130,729 | NEW | $24.8M | — | 0.07% | EP |
| 54 | DATABRICKS INC | N/A | Feb 2026 | 116,110 | NEW | $22.1M | — | 0.06% | EP |
| 55 | VAST DATA LTD | N/A | Feb 2026 | 297,078 | NEW | $17.6M | — | 0.05% | EP |
| 56 | LIGHTMATTER INC | N/A | Feb 2026 | 274,211 | NEW | $17.2M | — | 0.05% | EP |
| 57 | ASTRANIS SPACE TECHNOLOGIES CORP | N/A | Feb 2026 | 605,440 | NEW | $16.8M | — | 0.04% | EP |
| 58 | DATABRICKS INC | N/A | Feb 2026 | 82,812 | NEW | $15.7M | — | 0.04% | EP |
| 59 | VAST DATA LTD | N/A | Feb 2026 | 258,256 | NEW | $15.3M | — | 0.04% | EP |
| 60 | LIGHTMATTER INC | N/A | Feb 2026 | 187,200 | NEW | $14.7M | — | 0.04% | EP |
| 61 | CANVA INC | N/A | Feb 2026 | 11,200 | NEW | $14.2M | — | 0.04% | EC |
| 62 | VAST DATA LTD | N/A | Feb 2026 | 236,389 | NEW | $14.0M | — | 0.04% | EP |
| 63 | XSIGHT LABS LTD | N/A | Feb 2026 | 1,352,302 | NEW | $13.9M | — | 0.04% | EP |
| 64 | VAST DATA LTD | N/A | Feb 2026 | 225,885 | NEW | $13.4M | — | 0.04% | EP |
| 65 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 169,983 | NEW | $12.9M | — | 0.03% | EP |
| 66 | BETA TECHNOLOGIES INC | 086921103 | Feb 2026 | 618,215 | +463,215 | $11.3M | +289.1% | 0.03% | EC |
| 67 | BOLT TECHNOLOGY OU | N/A | Feb 2026 | 40,842 | NEW | $8.3M | — | 0.02% | EP |
| 68 | EPIC GAMES INC | N/A | Feb 2026 | 17,917 | NEW | $7.9M | — | 0.02% | EC |
| 69 | OPENAI GROUP PBC | N/A | Feb 2026 | 11,425 | NEW | $7.9M | — | 0.02% | EP |
| 70 | VAST DATA LTD | N/A | Feb 2026 | 104,926 | NEW | $6.2M | — | 0.02% | EP |
| 71 | MEESHO | N/A | Feb 2026 | 3,048,996 | NEW | $5.9M | — | 0.02% | EC |
| 72 | RETYM INC | N/A | Feb 2026 | 463,916 | NEW | $5.7M | — | 0.01% | EP |
| 73 | DIAMOND FOUNDRY INC | N/A | Feb 2026 | 151,757 | NEW | $5.1M | — | 0.01% | EP |
| 74 | XSIGHT LABS LTD | N/A | Feb 2026 | 382,800 | NEW | $4.9M | — | 0.01% | EP |
| 75 | PINE LABS LTD | N/A | Feb 2026 | 3,056,330 | NEW | $4.6M | — | 0.01% | EC |
| 76 | CHECKR INC | N/A | Feb 2026 | 711,000 | NEW | $4.1M | — | 0.01% | EP |
| 77 | NUTANIX INC | 67059N108 | Feb 2026 | 71,272 | -1,200 | $3.7M | +33.8% | 0.01% | EC |
| 78 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $3.7M | — | 0.01% | EC |
| 79 | PHYSICAL INTELLIGENCE | N/A | Feb 2026 | 6,915 | NEW | $3.5M | — | 0.01% | EP |
| 80 | XSIGHT LABS LTD | N/A | Feb 2026 | 405,691 | NEW | $3.2M | — | 0.01% | EC |
| 81 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 3,096,200 | NEW | $3.2M | — | 0.01% | DBT |
| 82 | SKYRYSE INC | N/A | Feb 2026 | 121,800 | NEW | $2.8M | — | 0.01% | EP |
| 83 | LIGHTMATTER INC | N/A | Feb 2026 | 43,071 | NEW | $2.8M | — | 0.01% | EP |
| 84 | DELHIVERY LTD | N/A | Feb 2026 | 579,000 | NEW | $2.8M | — | 0.01% | EC |
| 85 | ALGOLIA INC | N/A | Feb 2026 | 153,503 | NEW | $2.5M | — | 0.01% | EC |
| 86 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 38,600 | NEW | $2.4M | — | 0.01% | EC |
| 87 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $2.1M | — | 0.01% | EC |
| 88 | ALGOLIA INC | N/A | Feb 2026 | 109,867 | NEW | $1.8M | — | 0.00% | EP |
| 89 | AKEANA | N/A | Feb 2026 | 123,700 | NEW | $1.7M | — | 0.00% | EP |
| 90 | RUNWAY AI INC | N/A | Feb 2026 | 116,232 | NEW | $1.7M | — | 0.00% | EP |
| 91 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 231,000 | NEW | $1.7M | — | 0.00% | EP |
| 92 | GUPSHUP INC | GUPS | Feb 2026 | 257,284 | NEW | $1.6M | — | 0.00% | EP |
| 93 | FIGMA INC | 316841105 | Feb 2026 | 63,900 | — | $1.6M | -13.2% | 0.00% | EC |
| 94 | BULLISH | N/A | Feb 2026 | 46,100 | NEW | $1.6M | — | 0.00% | EC |
| 95 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 1,465,844 | -122,536,311 | $1.5M | -98.8% | 0.00% | STIV |
| 96 | RETYM INC | N/A | Feb 2026 | 115,087 | NEW | $1.5M | — | 0.00% | EP |
| 97 | MAPLEBEAR INC | 565394103 | Feb 2026 | 29,110 | — | $1.2M | +6.1% | 0.00% | EC |
| 98 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 17,100 | NEW | $1.1M | — | 0.00% | EP |
| 99 | NETSKOPE INC | 64119N608 | Feb 2026 | 77,200 | — | $937K | +12.4% | 0.00% | EC |
| 100 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 12,823 | NEW | $919K | — | 0.00% | EP |
| 101 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 100,683 | NEW | $835K | — | 0.00% | EP |
| 102 | DATABRICKS INC | N/A | Feb 2026 | 4,234 | NEW | $804K | — | 0.00% | EP |
| 103 | GOBRANDS INC | N/A | Feb 2026 | 14,100 | NEW | $598K | — | 0.00% | EP |
| 104 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 361,310 | NEW | $533K | — | 0.00% | EP |
| 105 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $445K | — | 0.00% | EC |
| 106 | VAST DATA LTD | N/A | Feb 2026 | 6,891 | NEW | $408K | — | 0.00% | EP |
| 107 | DISCORD INC | N/A | Feb 2026 | 18,000 | NEW | $401K | — | 0.00% | EP |
| 108 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 4,547 | NEW | $333K | — | 0.00% | EP |
| 109 | DATABRICKS INC | N/A | Feb 2026 | 1,700 | NEW | $323K | — | 0.00% | EP |
| 110 | LOCAL BOUNTI CORP | 53960E205 | Feb 2026 | 118,993 | — | $206K | +13.8% | 0.00% | EC |
| 111 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 505,168 | NEW | $131K | — | 0.00% | EP |
| 112 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 1,275 | NEW | $80K | — | 0.00% | EP |
| 113 | ESS TECH INC | 26916J205 | Feb 2026 | 52,485 | — | $53K | -36.5% | 0.00% | EC |
| 114 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $29K | — | 0.00% | EC |
| 115 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 111,201 | NEW | $29K | — | 0.00% | EP |
| 116 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 83,871 | NEW | $22K | — | 0.00% | EP |
| 117 | CREATEAI HOLDINGS INC | 90089L108 | Feb 2026 | 86,300 | — | $22K | -13.3% | 0.00% | EC |
| 118 | RELATIVITY SPACE INC | N/A | Feb 2026 | 6,703 | NEW | $7K | — | 0.00% | EC |
| 119 | ENEVATE CORPORATION | N/A | Feb 2026 | 9,477,386 | NEW | $95 | — | 0.00% | EP |
| 120 | RENESAS ELECTRONICS CORP | N/A | Feb 2026 | 1 | NEW | $28 | — | 0.00% | EC |
| 121 | CHIME BIOLOGICS WUHAN CO LTD | N/A | Feb 2026 | 1,402,904 | NEW | $14 | — | 0.00% | EC |
| 122 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $10 | — | 0.00% | EC |
| 123 | EDEN BIOLOGICS INC | N/A | Feb 2026 | 1,402,904 | NEW | $0 | — | 0.00% | EC |
| 124 | ENEVATE CORPORATION | N/A | Feb 2026 | 555,053 | NEW | $0 | — | 0.00% | EP |
| 125 | ENEVATE CORPORATION | N/A | Feb 2026 | 147,191 | NEW | $0 | — | 0.00% | DBT |
| 126 | CAZOO GROUP LTD | N/A | Feb 2026 | 72 | NEW | $0 | — | 0.00% | EC |
| ✕ | SANDISK CORP/DE | 80004C200 | — | 529,692 | SOLD | $336.5M | — | — | — |
| ✕ | UBER TECHNOLOGIES INC | 90353T100 | — | 2,418,403 | SOLD | $182.4M | — | — | — |
| ✕ | ZSCALER INC | 98980G102 | — | 552,800 | SOLD | $81.3M | — | — | — |
| ✕ | URGENT.LY INC | 916931207 | — | 3,014 | SOLD | $0.0M | — | — | — |