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Holdings (Monthly) Guide ↗

Select Leisure Portfolio

· Fidelity Select Portfolios
Monthly Holdings $499M AUM 13 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 MCDONALDS CORP 580135101 Feb 2026 134,357 -8,099 $37.5M -22.8% 7.87% EC
3 STARBUCKS CORP 855244109 Feb 2026 373,856 -124,800 $37.1M -24.2% 7.77% EC
4 DOORDASH INC 25809K105 Feb 2026 119,800 -17,400 $19.1M -21.2% 4.00% EC
5 YUM BRANDS INC 988498101 Feb 2026 119,600 -49,000 $17.7M -37.6% 3.71% EC
6 AIRBNB INC 009066101 Feb 2026 118,500 -76,400 $15.8M -40.0% 3.31% EC
7 CHIPOTLE MEXICAN GRILL INC 169656105 Feb 2026 369,250 -300,500 $11.8M -52.8% 2.47% EC
8 WINGSTOP INC 974155103 Feb 2026 23,336 -6,064 $3.7M -52.0% 0.77% EC
9 TEXAS ROADHOUSE INC 882681109 Feb 2026 16,900 -44,000 $3.1M -72.6% 0.64% EC
10 HERSHEY CO 427866108 Feb 2026 15,000 -1,900 $2.9M -27.1% 0.61% EC
11 PLANET FITNESS INC 72703H101 Feb 2026 42,300 -58,700 $2.3M -72.7% 0.47% EC
12 DRAFTKINGS INC 26142V105 Feb 2026 88,300 -441,300 $2.2M -82.9% 0.45% EC
13 DUTCH BROS INC 26701L100 Feb 2026 25,300 -88,686 $1.5M -76.0% 0.31% EC