Holdings (Monthly)
Guide ↗
Select Communication Services Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 02079K305 | Feb 2026 | 2,052,300 | -157,900 | $780.6M | +13.3% | 27.41% | EC |
| 2 | META PLATFORMS INC | 30303M102 | Feb 2026 | 1,058,977 | -23 | $669.8M | -2.4% | 23.52% | EC |
| 3 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 135,268,678 | -73,385,716 | $135.3M | -35.2% | 4.75% | STIV |
| 4 | TAKE-TWO INTERACTV SOFTWR INC | 874054109 | Feb 2026 | 432,400 | +123,600 | $96.9M | +48.4% | 3.40% | EC |
| 5 | AMAZON.COM INC | 023135106 | Feb 2026 | 313,200 | -114,800 | $84.8M | -5.7% | 2.98% | EC |
| 6 | ROBLOX CORP | 771049103 | Feb 2026 | 1,745,700 | +796,300 | $82.3M | +26.3% | 2.89% | EC |
| 7 | VERIZON COMMUNICATIONS INC | 92343V104 | Feb 2026 | 1,512,800 | -1,566,700 | $72.3M | -53.2% | 2.54% | EC |
| 8 | WALT DISNEY CO/THE | 254687106 | Feb 2026 | 646,200 | +620,829 | $65.8M | +2345.9% | 2.31% | EC |
| 9 | NETFLIX INC | 64110L106 | May 2026 | 762,100 | NEW | $65.6M | — | 2.30% | EC |
| 10 | LIVE NATION ENTERTAINMENT INC | 538034109 | Feb 2026 | 380,500 | +133,400 | $64.1M | +59.9% | 2.25% | EC |
| 11 | ROKU INC | 77543R102 | Feb 2026 | 457,702 | +86,300 | $59.6M | +63.0% | 2.09% | EC |
| 12 | ECHOSTAR CORP | 278768106 | Feb 2026 | 426,400 | -794,200 | $55.1M | -60.9% | 1.93% | EC |
| 13 | AT and T INC | 00206R102 | Feb 2026 | 2,046,900 | -3,807,800 | $50.8M | -69.0% | 1.78% | EC |
| 14 | LIONSGATE STUDIOS CORP | 53626N102 | Feb 2026 | 3,477,023 | +16,423 | $49.9M | +60.2% | 1.75% | EC |
| 15 | TAIWAN SEMICONDUCTOR MFG CO LTD | 874039100 | Feb 2026 | 118,200 | +15,400 | $49.5M | +28.4% | 1.74% | EC |
| 16 | SEAGATE TECHNOLOGY HOLDINGS PLC | N/A | Feb 2026 | 54,900 | -73,000 | $48.3M | +1863.8% | 1.70% | EC |
| 17 | LIBERTY MEDIA CORP-LIBERTY FORMULA ONE | 531229755 | Feb 2026 | 465,100 | +50,100 | $42.2M | +11.1% | 1.48% | EC |
| 18 | AST SPACEMOBILE INC | 00217D100 | Feb 2026 | 349,400 | -403,900 | $39.6M | -33.6% | 1.39% | EC |
| 19 | COMCAST CORP | 20030N101 | May 2026 | 1,571,000 | NEW | $39.1M | — | 1.37% | EC |
| 20 | TKO GROUP HOLDINGS INC | 87256C101 | Feb 2026 | 172,400 | +84,700 | $35.4M | +80.2% | 1.24% | EC |
| 21 | FOX CORPORATION | 35137L105 | Feb 2026 | 529,100 | +179,900 | $33.8M | +71.9% | 1.19% | EC |
| 22 | SAMSUNG ELECTRONICS CO LTD | N/A | Feb 2026 | 148,660 | NEW | $31.2M | — | 1.10% | EC |
| 23 | NEW YORK TIMES CO | 650111107 | May 2026 | 415,100 | NEW | $31.2M | — | 1.10% | EC |
| 24 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 55405Y100 | Feb 2026 | 80,200 | -37,900 | $29.2M | -0.2% | 1.03% | EC |
| 25 | FOX CORPORATION | 35137L204 | Feb 2026 | 463,300 | -19,500 | $26.6M | +6.5% | 0.93% | EC |
| 26 | KIOXIA HOLDINGS CORPORATION | N/A | Feb 2026 | 63,500 | NEW | $26.3M | — | 0.92% | EC |
| 27 | MAGNITE INC | 55955D100 | Feb 2026 | 1,472,463 | -249,400 | $21.1M | -10.0% | 0.74% | EC |
| 28 | CEREBRAS SYSTEMS INC | 15675D103 | May 2026 | 82,700 | NEW | $19.6M | — | 0.69% | EC |
| 29 | OMNICOM GROUP INC | 681919106 | Feb 2026 | 265,500 | -72,700 | $19.3M | -33.1% | 0.68% | EC |
| 30 | WARBY PARKER INC | 93403J106 | Feb 2026 | 782,407 | — | $19.2M | -2.0% | 0.67% | EC |
| 31 | TRADE DESK INC (THE) | 88339J105 | May 2026 | 791,000 | NEW | $17.1M | — | 0.60% | EC |
| 32 | SPOTIFY TECHNOLOGY SA | N/A | Feb 2026 | 33,900 | NEW | $16.9M | — | 0.59% | EC |
| 33 | CORNING INC | 219350105 | Feb 2026 | 78,000 | +15,300 | $14.1M | +49.9% | 0.50% | EC |
| 34 | MDA SPACE LTD | 55293N109 | Feb 2026 | 244,900 | -8,900 | $10.9M | +48.4% | 0.38% | EC |
| 35 | CHARTER COMMUNICATIONS INC | 16119P108 | May 2026 | 74,900 | NEW | $10.8M | — | 0.38% | EC |
| 36 | LUMEN TECHNOLOGIES INC | 550241103 | Feb 2026 | 961,000 | -994,300 | $10.6M | -24.0% | 0.37% | EC |
| 37 | IMAX CORPORATION | 45245E109 | May 2026 | 259,000 | NEW | $10.3M | — | 0.36% | EC |
| 38 | ANTHROPIC PBC | N/A | Feb 2026 | 16,300 | NEW | $9.6M | — | 0.34% | EP |
| 39 | SPACE EXPLORATION TECHNOLOGIES CORP | N/A | Feb 2026 | 62,290 | NEW | $6.6M | — | 0.23% | EC |
| 40 | PARAMOUNT SKYDANCE CORP | 69932A204 | May 2026 | 589,800 | NEW | $6.3M | — | 0.22% | EC |
| 41 | WEBTOON ENTERTAINMENT INC | 94845U105 | Feb 2026 | 460,400 | — | $5.7M | +9.2% | 0.20% | EC |
| 42 | WAYMO LLC | N/A | Feb 2026 | 21,234 | NEW | $3.5M | — | 0.12% | EP |
| 43 | OPENAI GROUP PBC | N/A | Feb 2026 | 4,894 | NEW | $3.4M | — | 0.12% | EP |
| 44 | ASTRANIS SPACE TECHNOLOGIES CORP | N/A | Feb 2026 | 127,900 | NEW | $3.0M | — | 0.11% | EP |
| 45 | ZIPLINE INTERNATIONAL INC | N/A | Feb 2026 | 46,300 | NEW | $2.6M | — | 0.09% | EP |
| 46 | ANTHROPIC PBC | N/A | Feb 2026 | 4,100 | NEW | $2.4M | — | 0.08% | EP |
| 47 | MDA SPACE LTD | 55293N109 | Feb 2026 | 39,500 | NEW | $1.8M | — | 0.06% | EC |
| 48 | DATABRICKS INC | N/A | Feb 2026 | 7,000 | NEW | $1.3M | — | 0.05% | EP |
| 49 | OPENAI GROUP PBC | N/A | Feb 2026 | 1,800 | NEW | $1.2M | — | 0.04% | EP |
| 50 | CEREBRAS SYSTEMS INC | 2653800D | Feb 2026 | 4,700 | NEW | $1.1M | — | 0.04% | EC |
| 51 | OPENAI GROUP PBC | N/A | Feb 2026 | 1,146 | NEW | $788K | — | 0.03% | EP |
| ✕ | MICRON TECHNOLOGY INC | 595112103 | — | 70,600 | SOLD | $29.1M | — | — | — |
| ✕ | WESTERN DIGITAL CORP | 958102105 | — | 92,000 | SOLD | $25.7M | — | — | — |
| ✕ | Fidelity Revere Street Trust | 31635A105 | — | 2,693,461 | SOLD | $2.7M | — | — | — |