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Holdings (Monthly) Guide ↗

Select Communication Services Portfolio

· Fidelity Select Portfolios
Monthly Holdings $3.0B AUM 11 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 23 New 11 Added 15 Reduced 3 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 TAKE-TWO INTERACTV SOFTWR INC 874054109 Feb 2026 432,400 +123,600 $96.9M +48.4% 3.40% EC
2 ROBLOX CORP 771049103 Feb 2026 1,745,700 +796,300 $82.3M +26.3% 2.89% EC
3 WALT DISNEY CO/THE 254687106 Feb 2026 646,200 +620,829 $65.8M +2345.9% 2.31% EC
4 LIVE NATION ENTERTAINMENT INC 538034109 Feb 2026 380,500 +133,400 $64.1M +59.9% 2.25% EC
5 ROKU INC 77543R102 Feb 2026 457,702 +86,300 $59.6M +63.0% 2.09% EC
6 LIONSGATE STUDIOS CORP 53626N102 Feb 2026 3,477,023 +16,423 $49.9M +60.2% 1.75% EC
7 TAIWAN SEMICONDUCTOR MFG CO LTD 874039100 Feb 2026 118,200 +15,400 $49.5M +28.4% 1.74% EC
8 LIBERTY MEDIA CORP-LIBERTY FORMULA ONE 531229755 Feb 2026 465,100 +50,100 $42.2M +11.1% 1.48% EC
9 TKO GROUP HOLDINGS INC 87256C101 Feb 2026 172,400 +84,700 $35.4M +80.2% 1.24% EC
10 FOX CORPORATION 35137L105 Feb 2026 529,100 +179,900 $33.8M +71.9% 1.19% EC
11 CORNING INC 219350105 Feb 2026 78,000 +15,300 $14.1M +49.9% 0.50% EC