Holdings (Monthly)
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Select FinTech Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VISA INC | 92826C839 | Feb 2026 | 34,169 | +4,500 | $11.2M | +17.4% | 13.73% | EC |
| 2 | AMERICAN EXPRESS CO | 025816109 | Feb 2026 | 32,926 | +14,600 | $10.4M | +84.1% | 12.83% | EC |
| 3 | BLOCK INC | 852234103 | Feb 2026 | 99,500 | +43,300 | $7.5M | +110.5% | 9.27% | EC |
| 4 | CORPAY INC | 219948106 | May 2026 | 16,600 | NEW | $6.0M | — | 7.39% | EC |
| 5 | SHOPIFY INC | 82509L107 | Feb 2026 | 36,689 | -25,300 | $4.4M | -41.5% | 5.39% | EC |
| 6 | NAVAN INC | 639193101 | May 2026 | 188,100 | NEW | $4.0M | — | 4.95% | EC |
| 7 | AFFIRM HOLDINGS INC | 00827B106 | Feb 2026 | 54,355 | +5,700 | $4.0M | +75.1% | 4.93% | EC |
| 8 | TOAST INC | 888787108 | Feb 2026 | 152,400 | +9,400 | $4.0M | +1.6% | 4.88% | EC |
| 9 | MASTERCARD INC | 57636Q104 | Feb 2026 | 8,012 | -2,000 | $4.0M | -23.6% | 4.87% | EC |
| 10 | DAVE INC | 23834J201 | May 2026 | 13,700 | NEW | $3.9M | — | 4.76% | EC |
| 11 | SYNCHRONY FINANCIAL | 87165B103 | May 2026 | 53,600 | NEW | $3.8M | — | 4.71% | EC |
| 12 | CAPITAL ONE FINANCIAL CORP | 14040H105 | Feb 2026 | 18,700 | -3,978 | $3.5M | -20.8% | 4.33% | EC |
| 13 | REMITLY GLOBAL INC | 75960P104 | Feb 2026 | 169,826 | -35,200 | $3.4M | -0.7% | 4.18% | EC |
| 14 | MAREX GROUP PLC | N/A | Feb 2026 | 56,600 | -25,200 | $3.0M | -15.7% | 3.69% | EC |
| 15 | DLOCAL LTD/URUGUAY | N/A | Feb 2026 | 205,600 | NEW | $2.4M | — | 3.00% | EC |
| 16 | ENOVA INTERNATIONAL INC | 29357K103 | May 2026 | 13,200 | NEW | $2.1M | — | 2.62% | EC |
| 17 | MITEK SYSTEMS INC | 606710200 | May 2026 | 118,200 | NEW | $2.0M | — | 2.50% | EC |
| 18 | SEZZLE INC | 78435P105 | May 2026 | 6,800 | NEW | $803K | — | 0.99% | EC |
| 19 | GLOBAL PAYMENTS INC | 37940X102 | May 2026 | 10,400 | NEW | $785K | — | 0.97% | EC |
| 20 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 433,307 | -4,418,458 | $433K | -91.1% | 0.53% | STIV |
| 21 | FIGURE TECHNOLOGY SOLUTIONS INC | 349381103 | Feb 2026 | 23 | -72,700 | $813 | -100.0% | 0.00% | EC |
| ✕ | INTUIT INC | 461202103 | — | 14,400 | SOLD | $5.9M | — | — | — |
| ✕ | FISERV INC | 337738108 | — | 84,100 | SOLD | $5.2M | — | — | — |
| ✕ | ROCKET COMPANIES INC | 77311W101 | — | 190,849 | SOLD | $3.5M | — | — | — |
| ✕ | INTERACTIVE BROKERS GROUP INC | 45841N107 | — | 43,298 | SOLD | $3.1M | — | — | — |
| ✕ | BANCORP INC DEL | 05969A105 | — | 54,171 | SOLD | $2.8M | — | — | — |
| ✕ | COINBASE GLOBAL INC | 19260Q107 | — | 14,600 | SOLD | $2.6M | — | — | — |
| ✕ | STRATEGY INC | 594972408 | — | 19,500 | SOLD | $2.5M | — | — | — |
| ✕ | GALAXY DIGITAL INC | 36317J209 | — | 98,800 | SOLD | $2.0M | — | — | — |
| ✕ | Fidelity Revere Street Trust | 31635A105 | — | 216,230 | SOLD | $0.2M | — | — | — |