Holdings (Monthly)
Guide ↗
Select Technology Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ON SEMICONDUCTOR CORP | 682189105 | Feb 2026 | 16,675,605 | -1,665,000 | $2.01B | +65.0% | 5.29% | EC |
| 2 | MARVELL TECHNOLOGY INC | 573874104 | Feb 2026 | 7,923,557 | -7,814,024 | $1.62B | +26.3% | 4.27% | EC |
| 3 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 2,803,918 | -66,758 | $1.49B | +85.5% | 3.91% | EC |
| 4 | MICROSOFT CORP | 594918104 | Feb 2026 | 3,307,192 | -1,311,594 | $1.49B | -17.9% | 3.91% | EC |
| 5 | DATADOG INC | 23804L103 | Feb 2026 | 2,912,676 | -1,474,795 | $720.5M | +46.7% | 1.89% | EC |
| 6 | SNOWFLAKE INC | 833445109 | Feb 2026 | 2,188,913 | -1,105,500 | $559.4M | +0.8% | 1.47% | EC |
| 7 | SERVICENOW INC | 81762P102 | Feb 2026 | 3,748,047 | -36,498 | $466.1M | +14.0% | 1.23% | EC |
| 8 | SHOPIFY INC | 82509L107 | Feb 2026 | 3,736,700 | -238,200 | $443.6M | -7.6% | 1.17% | EC |
| 9 | MICRON TECHNOLOGY INC | 595112103 | Feb 2026 | 347,249 | -2,453,100 | $337.2M | -70.8% | 0.89% | EC |
| 10 | HUBSPOT INC | 443573100 | Feb 2026 | 644,379 | -98,700 | $142.2M | -27.7% | 0.37% | EC |
| 11 | NUTANIX INC | 67059N108 | Feb 2026 | 71,272 | -1,200 | $3.7M | +33.8% | 0.01% | EC |
| 12 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 1,465,844 | -122,536,311 | $1.5M | -98.8% | 0.00% | STIV |