Holdings (Monthly) Guide ↗

Select Communication Services Portfolio

· Fidelity Select Portfolios

Monthly Holdings $3.0B AUM 23 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	NETFLIX INC	64110L106	May 2026	762,100	NEW	$65.6M	—	2.30%	EC
2	COMCAST CORP	20030N101	May 2026	1,571,000	NEW	$39.1M	—	1.37%	EC
3	SAMSUNG ELECTRONICS CO LTD	N/A	Feb 2026	148,660	NEW	$31.2M	—	1.10%	EC
4	NEW YORK TIMES CO	650111107	May 2026	415,100	NEW	$31.2M	—	1.10%	EC
5	KIOXIA HOLDINGS CORPORATION	N/A	Feb 2026	63,500	NEW	$26.3M	—	0.92%	EC
6	CEREBRAS SYSTEMS INC	15675D103	May 2026	82,700	NEW	$19.6M	—	0.69%	EC
7	TRADE DESK INC (THE)	88339J105	May 2026	791,000	NEW	$17.1M	—	0.60%	EC
8	SPOTIFY TECHNOLOGY SA	N/A	Feb 2026	33,900	NEW	$16.9M	—	0.59%	EC
9	CHARTER COMMUNICATIONS INC	16119P108	May 2026	74,900	NEW	$10.8M	—	0.38%	EC
10	IMAX CORPORATION	45245E109	May 2026	259,000	NEW	$10.3M	—	0.36%	EC
11	ANTHROPIC PBC	N/A	Feb 2026	16,300	NEW	$9.6M	—	0.34%	EP
12	SPACE EXPLORATION TECHNOLOGIES CORP	N/A	Feb 2026	62,290	NEW	$6.6M	—	0.23%	EC
13	PARAMOUNT SKYDANCE CORP	69932A204	May 2026	589,800	NEW	$6.3M	—	0.22%	EC
14	WAYMO LLC	N/A	Feb 2026	21,234	NEW	$3.5M	—	0.12%	EP
15	OPENAI GROUP PBC	N/A	Feb 2026	4,894	NEW	$3.4M	—	0.12%	EP
16	ASTRANIS SPACE TECHNOLOGIES CORP	N/A	Feb 2026	127,900	NEW	$3.0M	—	0.11%	EP
17	ZIPLINE INTERNATIONAL INC	N/A	Feb 2026	46,300	NEW	$2.6M	—	0.09%	EP
18	ANTHROPIC PBC	N/A	Feb 2026	4,100	NEW	$2.4M	—	0.08%	EP
19	MDA SPACE LTD	55293N109	Feb 2026	39,500	NEW	$1.8M	—	0.06%	EC
20	DATABRICKS INC	N/A	Feb 2026	7,000	NEW	$1.3M	—	0.05%	EP
21	OPENAI GROUP PBC	N/A	Feb 2026	1,800	NEW	$1.2M	—	0.04%	EP
22	CEREBRAS SYSTEMS INC	2653800D	Feb 2026	4,700	NEW	$1.1M	—	0.04%	EC
23	OPENAI GROUP PBC	N/A	Feb 2026	1,146	NEW	$788K	—	0.03%	EP