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 | CISCO SYSTEMS INC | 17275R102 | Feb 2026 | 16,325,473 | +3,069,800 | $1.97B | +86.6% | 5.17% | EC |
| 5 | AMAZON.COM INC | 023135106 | Feb 2026 | 2,981,100 | +1,159,400 | $806.8M | +110.9% | 2.12% | EC |
| 6 | OKTA INC | 679295105 | Feb 2026 | 6,060,047 | +1,866,400 | $747.0M | +145.7% | 1.96% | EC |
| 7 | MONGODB INC | 60937P106 | Feb 2026 | 1,254,986 | +354,000 | $421.1M | +42.3% | 1.11% | EC |
| 8 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 311,798,396 | +120,068,238 | $311.9M | +62.6% | 0.82% | STIV |
| 9 | NETFLIX INC | 64110L106 | Feb 2026 | 3,389,460 | +309,900 | $291.6M | -1.6% | 0.77% | EC |
| 10 | MONOLITHIC POWER SYSTEMS INC | 609839105 | Feb 2026 | 154,178 | +93,278 | $241.5M | +247.0% | 0.63% | EC |
| 11 | AMPHENOL CORPORATION NEW | 032095101 | Feb 2026 | 1,510,200 | +951,300 | $224.7M | +175.2% | 0.59% | EC |
| 12 | COHERENT CORP | 19247G107 | Feb 2026 | 442,800 | +89,600 | $160.1M | +75.0% | 0.42% | EC |
| 13 | JABIL INC | 466313103 | Feb 2026 | 360,565 | +114,100 | $131.4M | +101.3% | 0.35% | EC |
| 14 | BETA TECHNOLOGIES INC | 086921103 | Feb 2026 | 618,215 | +463,215 | $11.3M | +289.1% | 0.03% | EC |