Holdings (Monthly)
Guide ↗
Select Technology Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLOBALFOUNDRIES INC | N/A | Feb 2026 | 18,442,187 | NEW | $1.47B | — | 3.88% | EC |
| 2 | BROADCOM INC | 11135F101 | May 2026 | 2,899,084 | NEW | $1.30B | — | 3.40% | EC |
| 3 | KLA CORP | 482480100 | May 2026 | 257,900 | NEW | $495.6M | — | 1.30% | EC |
| 4 | ASML HOLDING NV | N/A | Feb 2026 | 293,050 | NEW | $473.8M | — | 1.25% | EC |
| 5 | ANTHROPIC PBC | N/A | Feb 2026 | 673,183 | NEW | $419.4M | — | 1.10% | EP |
| 6 | ANTHROPIC PBC | N/A | Feb 2026 | 658,500 | NEW | $387.9M | — | 1.02% | EP |
| 7 | META PLATFORMS INC | 30303M102 | May 2026 | 581,800 | NEW | $368.0M | — | 0.97% | EC |
| 8 | TAIWAN SEMICONDUCTOR MFG CO LTD | N/A | Feb 2026 | 3,799,488 | NEW | $280.7M | — | 0.74% | EC |
| 9 | CEREBRAS SYSTEMS INC | 2653800D | Feb 2026 | 769,100 | NEW | $182.3M | — | 0.48% | EC |
| 10 | ASML HOLDING NV | N/A | Feb 2026 | 61,800 | NEW | $99.7M | — | 0.26% | EC |
| 11 | CEREBRAS SYSTEMS INC | 15675D103 | May 2026 | 408,152 | NEW | $96.7M | — | 0.25% | EC |
| 12 | OPENAI GROUP PBC | N/A | Feb 2026 | 129,354 | NEW | $89.0M | — | 0.23% | EP |
| 13 | ANTHROPIC PBC | N/A | Feb 2026 | 127,300 | NEW | $75.0M | — | 0.20% | EP |
| 14 | SPACE EXPLORATION TECHNOLOGIES CORP | N/A | Feb 2026 | 552,420 | NEW | $58.2M | — | 0.15% | EC |
| 15 | REVOLUT GROUP HOLDINGS LTD | N/A | Feb 2026 | 41,427 | NEW | $58.0M | — | 0.15% | EC |
| 16 | OPENAI GROUP PBC | N/A | Feb 2026 | 68,088 | NEW | $46.8M | — | 0.12% | EP |
| 17 | DOUYIN CO LTD | N/A | Feb 2026 | 96,743 | NEW | $30.7M | — | 0.08% | EP |
| 18 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 486,000 | NEW | $30.6M | — | 0.08% | EP |
| 19 | PHYSICAL INTELLIGENCE | N/A | Feb 2026 | 65,800 | NEW | $30.5M | — | 0.08% | EP |
| 20 | DATABRICKS INC | N/A | Feb 2026 | 157,694 | NEW | $30.0M | — | 0.08% | EP |
| 21 | FRORE SYSTEMS INC | N/A | Feb 2026 | 833,498 | NEW | $27.8M | — | 0.07% | EP |
| 22 | RUNWAY AI INC | N/A | Feb 2026 | 1,846,660 | NEW | $27.0M | — | 0.07% | EP |
| 23 | DATABRICKS INC | N/A | Feb 2026 | 130,729 | NEW | $24.8M | — | 0.07% | EP |
| 24 | DATABRICKS INC | N/A | Feb 2026 | 116,110 | NEW | $22.1M | — | 0.06% | EP |
| 25 | VAST DATA LTD | N/A | Feb 2026 | 297,078 | NEW | $17.6M | — | 0.05% | EP |
| 26 | LIGHTMATTER INC | N/A | Feb 2026 | 274,211 | NEW | $17.2M | — | 0.05% | EP |
| 27 | ASTRANIS SPACE TECHNOLOGIES CORP | N/A | Feb 2026 | 605,440 | NEW | $16.8M | — | 0.04% | EP |
| 28 | DATABRICKS INC | N/A | Feb 2026 | 82,812 | NEW | $15.7M | — | 0.04% | EP |
| 29 | VAST DATA LTD | N/A | Feb 2026 | 258,256 | NEW | $15.3M | — | 0.04% | EP |
| 30 | LIGHTMATTER INC | N/A | Feb 2026 | 187,200 | NEW | $14.7M | — | 0.04% | EP |
| 31 | CANVA INC | N/A | Feb 2026 | 11,200 | NEW | $14.2M | — | 0.04% | EC |
| 32 | VAST DATA LTD | N/A | Feb 2026 | 236,389 | NEW | $14.0M | — | 0.04% | EP |
| 33 | XSIGHT LABS LTD | N/A | Feb 2026 | 1,352,302 | NEW | $13.9M | — | 0.04% | EP |
| 34 | VAST DATA LTD | N/A | Feb 2026 | 225,885 | NEW | $13.4M | — | 0.04% | EP |
| 35 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 169,983 | NEW | $12.9M | — | 0.03% | EP |
| 36 | BOLT TECHNOLOGY OU | N/A | Feb 2026 | 40,842 | NEW | $8.3M | — | 0.02% | EP |
| 37 | EPIC GAMES INC | N/A | Feb 2026 | 17,917 | NEW | $7.9M | — | 0.02% | EC |
| 38 | OPENAI GROUP PBC | N/A | Feb 2026 | 11,425 | NEW | $7.9M | — | 0.02% | EP |
| 39 | VAST DATA LTD | N/A | Feb 2026 | 104,926 | NEW | $6.2M | — | 0.02% | EP |
| 40 | MEESHO | N/A | Feb 2026 | 3,048,996 | NEW | $5.9M | — | 0.02% | EC |
| 41 | RETYM INC | N/A | Feb 2026 | 463,916 | NEW | $5.7M | — | 0.01% | EP |
| 42 | DIAMOND FOUNDRY INC | N/A | Feb 2026 | 151,757 | NEW | $5.1M | — | 0.01% | EP |
| 43 | XSIGHT LABS LTD | N/A | Feb 2026 | 382,800 | NEW | $4.9M | — | 0.01% | EP |
| 44 | PINE LABS LTD | N/A | Feb 2026 | 3,056,330 | NEW | $4.6M | — | 0.01% | EC |
| 45 | CHECKR INC | N/A | Feb 2026 | 711,000 | NEW | $4.1M | — | 0.01% | EP |
| 46 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $3.7M | — | 0.01% | EC |
| 47 | PHYSICAL INTELLIGENCE | N/A | Feb 2026 | 6,915 | NEW | $3.5M | — | 0.01% | EP |
| 48 | XSIGHT LABS LTD | N/A | Feb 2026 | 405,691 | NEW | $3.2M | — | 0.01% | EC |
| 49 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 3,096,200 | NEW | $3.2M | — | 0.01% | DBT |
| 50 | SKYRYSE INC | N/A | Feb 2026 | 121,800 | NEW | $2.8M | — | 0.01% | EP |
| 51 | LIGHTMATTER INC | N/A | Feb 2026 | 43,071 | NEW | $2.8M | — | 0.01% | EP |
| 52 | DELHIVERY LTD | N/A | Feb 2026 | 579,000 | NEW | $2.8M | — | 0.01% | EC |
| 53 | ALGOLIA INC | N/A | Feb 2026 | 153,503 | NEW | $2.5M | — | 0.01% | EC |
| 54 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 38,600 | NEW | $2.4M | — | 0.01% | EC |
| 55 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $2.1M | — | 0.01% | EC |
| 56 | ALGOLIA INC | N/A | Feb 2026 | 109,867 | NEW | $1.8M | — | 0.00% | EP |
| 57 | AKEANA | N/A | Feb 2026 | 123,700 | NEW | $1.7M | — | 0.00% | EP |
| 58 | RUNWAY AI INC | N/A | Feb 2026 | 116,232 | NEW | $1.7M | — | 0.00% | EP |
| 59 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 231,000 | NEW | $1.7M | — | 0.00% | EP |
| 60 | GUPSHUP INC | GUPS | Feb 2026 | 257,284 | NEW | $1.6M | — | 0.00% | EP |
| 61 | BULLISH | N/A | Feb 2026 | 46,100 | NEW | $1.6M | — | 0.00% | EC |
| 62 | RETYM INC | N/A | Feb 2026 | 115,087 | NEW | $1.5M | — | 0.00% | EP |
| 63 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 17,100 | NEW | $1.1M | — | 0.00% | EP |
| 64 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 12,823 | NEW | $919K | — | 0.00% | EP |
| 65 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 100,683 | NEW | $835K | — | 0.00% | EP |
| 66 | DATABRICKS INC | N/A | Feb 2026 | 4,234 | NEW | $804K | — | 0.00% | EP |
| 67 | GOBRANDS INC | N/A | Feb 2026 | 14,100 | NEW | $598K | — | 0.00% | EP |
| 68 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 361,310 | NEW | $533K | — | 0.00% | EP |
| 69 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $445K | — | 0.00% | EC |
| 70 | VAST DATA LTD | N/A | Feb 2026 | 6,891 | NEW | $408K | — | 0.00% | EP |
| 71 | DISCORD INC | N/A | Feb 2026 | 18,000 | NEW | $401K | — | 0.00% | EP |
| 72 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 4,547 | NEW | $333K | — | 0.00% | EP |
| 73 | DATABRICKS INC | N/A | Feb 2026 | 1,700 | NEW | $323K | — | 0.00% | EP |
| 74 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 505,168 | NEW | $131K | — | 0.00% | EP |
| 75 | STRIPE GLOBAL HOLDINGS INC | N/A | Feb 2026 | 1,275 | NEW | $80K | — | 0.00% | EP |
| 76 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $29K | — | 0.00% | EC |
| 77 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 111,201 | NEW | $29K | — | 0.00% | EP |
| 78 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 83,871 | NEW | $22K | — | 0.00% | EP |
| 79 | RELATIVITY SPACE INC | N/A | Feb 2026 | 6,703 | NEW | $7K | — | 0.00% | EC |
| 80 | ENEVATE CORPORATION | N/A | Feb 2026 | 9,477,386 | NEW | $95 | — | 0.00% | EP |
| 81 | RENESAS ELECTRONICS CORP | N/A | Feb 2026 | 1 | NEW | $28 | — | 0.00% | EC |
| 82 | CHIME BIOLOGICS WUHAN CO LTD | N/A | Feb 2026 | 1,402,904 | NEW | $14 | — | 0.00% | EC |
| 83 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | NEW | $10 | — | 0.00% | EC |
| 84 | EDEN BIOLOGICS INC | N/A | Feb 2026 | 1,402,904 | NEW | $0 | — | 0.00% | EC |
| 85 | ENEVATE CORPORATION | N/A | Feb 2026 | 555,053 | NEW | $0 | — | 0.00% | EP |
| 86 | ENEVATE CORPORATION | N/A | Feb 2026 | 147,191 | NEW | $0 | — | 0.00% | DBT |
| 87 | CAZOO GROUP LTD | N/A | Feb 2026 | 72 | NEW | $0 | — | 0.00% | EC |