BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Select Leisure Portfolio

· Fidelity Select Portfolios
Monthly Holdings $499M AUM 46 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 12 New 9 Added 13 Reduced 12 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 HILTON WORLDWIDE HOLDINGS INC 43300A203 Feb 2026 145,832 -22,500 $47.8M -9.0% 10.02% EC
2 BOOKING HOLDINGS INC 09857L108 Feb 2026 253,967 +242,264 $42.5M -14.3% 8.92% EC
3 MCDONALDS CORP 580135101 Feb 2026 134,357 -8,099 $37.5M -22.8% 7.87% EC
4 STARBUCKS CORP 855244109 Feb 2026 373,856 -124,800 $37.1M -24.2% 7.77% EC
5 MARRIOTT INTERNATIONAL INC/MD 571903202 Feb 2026 98,625 +75,400 $37.0M +366.7% 7.77% EC
6 CARNIVAL CORP LTD N/A Feb 2026 1,102,100 +924,100 $30.9M +122.7% 6.49% EC
7 EXPEDIA GROUP INC 30212P303 Feb 2026 134,200 +4,700 $30.3M +8.5% 6.35% EC
8 VIKING HOLDINGS LTD N/A Feb 2026 282,300 NEW $26.0M 5.45% EC
9 ROYAL CARIBBEAN CRUISES LTD N/A Feb 2026 79,300 NEW $22.6M 4.73% EC
10 Fidelity Revere Street Trust 31635A303 Feb 2026 21,954,830 +21,519,448 $22.0M +4942.7% 4.60% STIV
11 WYNN RESORTS LTD 983134107 Feb 2026 211,400 +3,000 $21.4M -5.1% 4.49% EC
12 US FOODS HOLDING CORP 912008109 Feb 2026 242,300 +172,100 $19.8M +192.4% 4.16% EC
13 DOORDASH INC 25809K105 Feb 2026 119,800 -17,400 $19.1M -21.2% 4.00% EC
14 YUM BRANDS INC 988498101 Feb 2026 119,600 -49,000 $17.7M -37.6% 3.71% EC
15 AIRBNB INC 009066101 Feb 2026 118,500 -76,400 $15.8M -40.0% 3.31% EC
16 CHIPOTLE MEXICAN GRILL INC 169656105 Feb 2026 369,250 -300,500 $11.8M -52.8% 2.47% EC
17 LINDBLAD EXPEDITIONS HOLDINGS 535219109 Feb 2026 473,400 +398,735 $10.9M +638.3% 2.28% EC
18 ALIMENTATION COUCHE-TARD INC 01626P148 May 2026 177,500 NEW $10.0M 2.10% EC
19 Fidelity Revere Street Trust 31635A105 Feb 2026 5,485,204 +1,788,549 $5.5M +48.4% 1.15% STIV
20 SUNOCO LP 86765K109 May 2026 75,200 NEW $4.9M 1.02% EC
21 PERFORMANCE FOOD GROUP CO 71377A103 May 2026 46,800 NEW $4.6M 0.96% EC
22 WINGSTOP INC 974155103 Feb 2026 23,336 -6,064 $3.7M -52.0% 0.77% EC
23 TEXAS ROADHOUSE INC 882681109 Feb 2026 16,900 -44,000 $3.1M -72.6% 0.64% EC
24 HERSHEY CO 427866108 Feb 2026 15,000 -1,900 $2.9M -27.1% 0.61% EC
25 ARAMARK 03852U106 May 2026 53,600 NEW $2.9M 0.60% EC
26 HYATT HOTELS CORP 448579102 May 2026 15,100 NEW $2.7M 0.57% EC
27 BUNGE GLOBAL SA N/A Feb 2026 18,500 NEW $2.3M 0.48% EC
28 PLANET FITNESS INC 72703H101 Feb 2026 42,300 -58,700 $2.3M -72.7% 0.47% EC
29 DRAFTKINGS INC 26142V105 Feb 2026 88,300 -441,300 $2.2M -82.9% 0.45% EC
30 DUTCH BROS INC 26701L100 Feb 2026 25,300 -88,686 $1.5M -76.0% 0.31% EC
31 CASEY'S GENERAL STORES INC 147528103 May 2026 100 NEW $77K 0.02% EC
32 SPHERE ENTERTAINMENT CO 55826T102 May 2026 400 NEW $55K 0.01% EC
33 LIVE NATION ENTERTAINMENT INC 538034109 May 2026 300 NEW $51K 0.01% EC
34 NEW YORK TIMES CO 650111107 May 2026 600 NEW $45K 0.01% EC
CARNIVAL CORP 143658300 993,400 SOLD $31.3M
DOMINOS PIZZA INC 25754A201 33,142 SOLD $13.3M
SERVICE CORP INTERNATIONAL INC 817565104 132,200 SOLD $11.1M
LAS VEGAS SANDS CORP 517834107 94,500 SOLD $5.4M
COVISTA INC 00737L103 33,299 SOLD $3.3M
SHOPIFY INC 82509L107 22,900 SOLD $2.8M
BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL 109194100 30,500 SOLD $2.3M
AMAZON.COM INC 023135106 9,800 SOLD $2.1M
SHAKE SHACK INC 819047101 20,900 SOLD $2.0M
RESTAURANT BRANDS INTL INC 76131D103 20,300 SOLD $1.5M
GRAND CANYON EDUCATION INC 38526M106 6,300 SOLD $1.0M
DOLLARAMA INC 25675T107 2,400 SOLD $0.4M