Holdings (Monthly)
Guide ↗
Select Technology Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 67066G104 | Feb 2026 | 38,561,280 | $6.83B | 25.00% | EC |
| 2 | APPLE INC | 037833100 | Feb 2026 | 13,048,466 | $3.45B | 12.61% | EC |
| 3 | MICROSOFT CORP | 594918104 | Feb 2026 | 4,618,786 | $1.81B | 6.64% | EC |
| 4 | NXP SEMICONDUCTORS NV | N/A | Feb 2026 | 6,292,307 | $1.43B | 5.23% | EC |
| 5 | MARVELL TECHNOLOGY INC | 573874104 | Feb 2026 | 15,737,581 | $1.29B | 4.70% | EC |
| 6 | ON SEMICONDUCTOR CORP | 682189105 | Feb 2026 | 18,340,605 | $1.22B | 4.46% | EC |
| 7 | MICRON TECHNOLOGY INC | 595112103 | Feb 2026 | 2,800,349 | $1.15B | 4.23% | EC |
| 8 | CISCO SYSTEMS INC | 17275R102 | Feb 2026 | 13,255,673 | $1.05B | 3.85% | EC |
| 9 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 2,870,676 | $802.9M | 2.94% | EC |
| 10 | GLOBALFOUNDRIES INC | N/A | Feb 2026 | 15,468,587 | $735.5M | 2.69% | EC |
| 11 | SNOWFLAKE INC | 833445109 | Feb 2026 | 3,294,413 | $554.8M | 2.03% | EC |
| 12 | DATADOG INC | 23804L103 | Feb 2026 | 4,387,471 | $491.2M | 1.80% | EC |
| 13 | SHOPIFY INC | 82509L107 | Feb 2026 | 3,974,900 | $479.9M | 1.76% | EC |
| 14 | SERVICENOW INC | 81762P102 | Feb 2026 | 3,784,545 | $408.8M | 1.50% | EC |
| 15 | ASML HOLDING NV | N/A | Feb 2026 | 272,750 | $396.7M | 1.45% | EC |
| 16 | MANHATTAN ASSOCS INC | 562750109 | Feb 2026 | 2,880,214 | $390.1M | 1.43% | EC |
| 17 | AMAZON.COM INC | 023135106 | Feb 2026 | 1,821,700 | $382.6M | 1.40% | EC |
| 18 | CROWDSTRIKE HOLDINGS INC | 22788C105 | Feb 2026 | 962,617 | $358.1M | 1.31% | EC |
| 19 | SANDISK CORP/DE | 80004C200 | Feb 2026 | 529,692 | $336.5M | 1.23% | EC |
| 20 | OKTA INC | 679295105 | Feb 2026 | 4,193,647 | $304.0M | 1.11% | EC |
| 21 | NETFLIX INC | 64110L106 | Feb 2026 | 3,079,560 | $296.4M | 1.08% | EC |
| 22 | MONGODB INC | 60937P106 | Feb 2026 | 900,986 | $295.9M | 1.08% | EC |
| 23 | ASTERA LABS INC | 04626A103 | Feb 2026 | 2,235,730 | $265.7M | 0.97% | EC |
| 24 | TAIWAN SEMICONDUCTOR MFG CO LTD | N/A | Feb 2026 | 3,799,488 | $235.9M | 0.86% | EC |
| 25 | HUBSPOT INC | 443573100 | Feb 2026 | 743,079 | $196.6M | 0.72% | EC |
| 26 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 191,730,158 | $191.8M | 0.70% | STIV |
| 27 | ANTHROPIC PBC | N/A | Feb 2026 | 673,183 | $184.3M | 0.67% | EP |
| 28 | UBER TECHNOLOGIES INC | 90353T100 | Feb 2026 | 2,418,403 | $182.4M | 0.67% | EC |
| 29 | ANTHROPIC PBC | N/A | Feb 2026 | 658,500 | $170.6M | 0.62% | EP |
| 30 | COREWEAVE INC | 21873S108 | Feb 2026 | 1,743,040 | $138.7M | 0.51% | EC |
| 31 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 124,002,156 | $124.0M | 0.45% | STIV |
| 32 | COHERENT CORP | 19247G107 | Feb 2026 | 353,200 | $91.5M | 0.33% | EC |
| 33 | AMPHENOL CORPORATION NEW | 032095101 | Feb 2026 | 558,900 | $81.6M | 0.30% | EC |
| 34 | ZSCALER INC | 98980G102 | Feb 2026 | 552,800 | $81.3M | 0.30% | EC |
| 35 | MONOLITHIC POWER SYSTEMS INC | 609839105 | Feb 2026 | 60,900 | $69.6M | 0.25% | EC |
| 36 | JABIL INC | 466313103 | Feb 2026 | 246,465 | $65.3M | 0.24% | EC |
| 37 | RUBRIK INC | 781154109 | Feb 2026 | 1,254,487 | $65.2M | 0.24% | EC |
| 38 | SPACE EXPLORATION TECHNOLOGIES CORP | N/A | Feb 2026 | 110,484 | $58.2M | 0.21% | EC |
| 39 | REVOLUT GROUP HOLDINGS LTD | N/A | Feb 2026 | 41,427 | $58.1M | 0.21% | EC |
| 40 | DATABRICKS INC | N/A | Feb 2026 | 273,804 | $49.2M | 0.18% | EP |
| 41 | AUTODESK INC | 052769106 | Feb 2026 | 197,600 | $48.6M | 0.18% | EC |
| 42 | OPENAI GROUP PBC | N/A | Feb 2026 | 68,088 | $47.2M | 0.17% | EP |
| 43 | CEREBRAS SYSTEMS INC | N/A | Feb 2026 | 485,600 | $43.2M | 0.16% | EP |
| 44 | AIRBNB INC | 009066101 | Feb 2026 | 302,209 | $40.8M | 0.15% | EC |
| 45 | ANTHROPIC PBC | N/A | Feb 2026 | 127,300 | $33.0M | 0.12% | EP |
| 46 | STRIPE INC | N/A | Feb 2026 | 487,275 | $30.7M | 0.11% | EP |
| 47 | FRORE SYSTEMS INC | N/A | Feb 2026 | 833,498 | $27.9M | 0.10% | EP |
| 48 | RUNWAY AI INC | N/A | Feb 2026 | 1,846,660 | $27.0M | 0.10% | EP |
| 49 | CEREBRAS SYSTEMS INC | N/A | Feb 2026 | 283,500 | $25.2M | 0.09% | EP |
| 50 | DOUYIN CO LTD | N/A | Feb 2026 | 96,743 | $23.7M | 0.09% | EP |
| 51 | DATABRICKS INC | N/A | Feb 2026 | 130,729 | $23.5M | 0.09% | EP |
| 52 | SHOPIFY INC | 82509L107 | Feb 2026 | 190,500 | $23.0M | 0.08% | EC |
| 53 | PHYSICAL INTELLIGENCE | N/A | Feb 2026 | 65,800 | $17.9M | 0.07% | EP |
| 54 | VAST DATA LTD | N/A | Feb 2026 | 297,078 | $17.6M | 0.06% | EP |
| 55 | VAST DATA LTD | N/A | Feb 2026 | 258,256 | $15.3M | 0.06% | EP |
| 56 | CANVA INC | N/A | Feb 2026 | 11,200 | $15.1M | 0.06% | EC |
| 57 | LIGHTMATTER INC | N/A | Feb 2026 | 274,211 | $15.0M | 0.05% | EP |
| 58 | DATABRICKS INC | N/A | Feb 2026 | 82,812 | $14.9M | 0.05% | EP |
| 59 | VAST DATA LTD | N/A | Feb 2026 | 236,389 | $14.0M | 0.05% | EP |
| 60 | ASTRANIS SPACE TECHNOLOGIES CORP | N/A | Feb 2026 | 605,440 | $13.7M | 0.05% | EP |
| 61 | LIGHTMATTER INC | N/A | Feb 2026 | 187,200 | $13.4M | 0.05% | EP |
| 62 | VAST DATA LTD | N/A | Feb 2026 | 225,885 | $13.4M | 0.05% | EP |
| 63 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 169,983 | $11.0M | 0.04% | EP |
| 64 | EPIC GAMES INC | N/A | Feb 2026 | 17,917 | $9.1M | 0.03% | EC |
| 65 | BETA TECHNOLOGIES INC | N/A | Feb 2026 | 463,215 | $8.7M | 0.03% | EC |
| 66 | BOLT TECHNOLOGY OU | N/A | Feb 2026 | 40,842 | $8.1M | 0.03% | EP |
| 67 | OPENAI GROUP PBC | N/A | Feb 2026 | 11,425 | $7.9M | 0.03% | EP |
| 68 | PINE LABS LTD | N/A | Feb 2026 | 3,056,330 | $6.4M | 0.02% | EC |
| 69 | VAST DATA LTD | N/A | Feb 2026 | 104,926 | $6.2M | 0.02% | EP |
| 70 | XSIGHT LABS LTD | N/A | Feb 2026 | 1,352,302 | $5.7M | 0.02% | EP |
| 71 | MEESHO | N/A | Feb 2026 | 3,048,996 | $5.4M | 0.02% | EC |
| 72 | RETYM INC | N/A | Feb 2026 | 463,916 | $4.8M | 0.02% | EP |
| 73 | DIAMOND FOUNDRY INC | N/A | Feb 2026 | 151,757 | $4.7M | 0.02% | EP |
| 74 | CHECKR INC | N/A | Feb 2026 | 711,000 | $4.2M | 0.02% | EP |
| 75 | SKYRYSE INC | N/A | Feb 2026 | 121,800 | $3.2M | 0.01% | EP |
| 76 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 3,096,200 | $3.1M | 0.01% | DBT |
| 77 | BETA TECHNOLOGIES INC | 086921103 | Feb 2026 | 155,000 | $2.9M | 0.01% | EC |
| 78 | NUTANIX INC | 67059N108 | Feb 2026 | 72,472 | $2.8M | 0.01% | EC |
| 79 | DELHIVERY LTD | N/A | Feb 2026 | 579,000 | $2.8M | 0.01% | EC |
| 80 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | $2.6M | 0.01% | EC |
| 81 | STRIPE INC | N/A | Feb 2026 | 38,600 | $2.4M | 0.01% | EC |
| 82 | LIGHTMATTER INC | N/A | Feb 2026 | 43,071 | $2.4M | 0.01% | EP |
| 83 | ALGOLIA INC | N/A | Feb 2026 | 153,503 | $2.1M | 0.01% | EC |
| 84 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | $2.0M | 0.01% | EC |
| 85 | FIGMA INC | 316841105 | Feb 2026 | 63,900 | $1.9M | 0.01% | EC |
| 86 | RUNWAY AI INC | N/A | Feb 2026 | 116,232 | $1.7M | 0.01% | EP |
| 87 | AKEANA | N/A | Feb 2026 | 123,700 | $1.5M | 0.01% | EP |
| 88 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 231,000 | $1.5M | 0.01% | EP |
| 89 | ALGOLIA INC | N/A | Feb 2026 | 109,867 | $1.5M | 0.01% | EP |
| 90 | BULLISH | N/A | Feb 2026 | 46,100 | $1.4M | 0.01% | EC |
| 91 | RETYM INC | N/A | Feb 2026 | 115,087 | $1.3M | 0.00% | EP |
| 92 | GUPSHUP INC | GUPS | Feb 2026 | 257,284 | $1.3M | 0.00% | EP |
| 93 | MAPLEBEAR INC | 565394103 | Feb 2026 | 29,110 | $1.1M | 0.00% | EC |
| 94 | STRIPE INC | N/A | Feb 2026 | 17,100 | $1.1M | 0.00% | EP |
| 95 | NETSKOPE INC | 64119N608 | Feb 2026 | 77,200 | $834K | 0.00% | EC |
| 96 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 12,823 | $780K | 0.00% | EP |
| 97 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 100,683 | $764K | 0.00% | EP |
| 98 | DATABRICKS INC | N/A | Feb 2026 | 4,234 | $761K | 0.00% | EP |
| 99 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | $590K | 0.00% | EC |
| 100 | XSIGHT LABS LTD | N/A | Feb 2026 | 382,800 | $574K | 0.00% | EP |
| 101 | ENEVATE CORPORATION | N/A | Feb 2026 | 9,477,386 | $569K | 0.00% | EP |
| 102 | XSIGHT LABS LTD | N/A | Feb 2026 | 405,691 | $564K | 0.00% | EC |
| 103 | GOBRANDS INC | N/A | Feb 2026 | 14,100 | $560K | 0.00% | EP |
| 104 | DISCORD INC | N/A | Feb 2026 | 18,000 | $442K | 0.00% | EP |
| 105 | VAST DATA LTD | N/A | Feb 2026 | 6,891 | $408K | 0.00% | EP |
| 106 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 353,874 | $407K | 0.00% | EP |
| 107 | DATABRICKS INC | N/A | Feb 2026 | 1,700 | $305K | 0.00% | EP |
| 108 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 4,547 | $283K | 0.00% | EP |
| 109 | LOCAL BOUNTI CORP | 53960E205 | Feb 2026 | 118,993 | $181K | 0.00% | EC |
| 110 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 505,168 | $131K | 0.00% | EP |
| 111 | ESS TECH INC | 26916J205 | Feb 2026 | 52,485 | $83K | 0.00% | EC |
| 112 | ENEVATE CORPORATION | N/A | Feb 2026 | 147,191 | $35K | 0.00% | DBT |
| 113 | ENEVATE CORPORATION | N/A | Feb 2026 | 555,053 | $33K | 0.00% | EP |
| 114 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | $29K | 0.00% | EC |
| 115 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 111,201 | $29K | 0.00% | EP |
| 116 | CREATEAI HOLDINGS INC | 90089L108 | Feb 2026 | 86,300 | $25K | 0.00% | EC |
| 117 | ABL SPACABL SPACE SYSTEMS COE SYSTEMS | N/A | Feb 2026 | 83,871 | $22K | 0.00% | EP |
| 118 | RELATIVITY SPACE INC | N/A | Feb 2026 | 6,703 | $7K | 0.00% | EC |
| 119 | URGENT.LY INC | 916931207 | Feb 2026 | 3,014 | $6K | 0.00% | EC |
| 120 | RENESAS ELECTRONICS CORP | N/A | Feb 2026 | 1 | $19 | 0.00% | EC |
| 121 | CHIME BIOLOGICS WUHAN CO LTD | N/A | Feb 2026 | 1,402,904 | $14 | 0.00% | EC |
| 122 | CELESTIAL AI INC | N/A | Feb 2026 | 967,012 | $10 | 0.00% | EC |
| 123 | EDEN BIOLOGICS INC | N/A | Feb 2026 | 1,402,904 | $0 | 0.00% | EC |
| 124 | CAZOO GROUP LTD | N/A | Feb 2026 | 72 | $0 | 0.00% | EC |