Holdings (Monthly)
Guide ↗
Select Enterprise Technology Services Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VISA INC | 92826C839 | Feb 2026 | 639,048 | -53,900 | $208.6M | -6.0% | 20.44% | EC |
| 2 | MASTERCARD INC | 57636Q104 | Feb 2026 | 326,200 | -52,600 | $161.1M | -17.8% | 15.79% | EC |
| 3 | IBM CORPORATION | 459200101 | Feb 2026 | 327,100 | -76,600 | $97.4M | +0.5% | 9.55% | EC |
| 4 | CLOUDFLARE INC | 18915M107 | Feb 2026 | 192,300 | -34,700 | $46.5M | +19.0% | 4.56% | EC |
| 5 | SNOWFLAKE INC | 833445109 | Feb 2026 | 177,500 | -21,800 | $45.4M | +35.1% | 4.45% | EC |
| 6 | TWILIO INC | 90138F102 | Feb 2026 | 177,300 | -82,600 | $33.8M | +7.5% | 3.31% | EC |
| 7 | BLOCK INC | 852234103 | Feb 2026 | 439,051 | +260,951 | $33.2M | +193.0% | 3.26% | EC |
| 8 | OKTA INC | 679295105 | Feb 2026 | 240,300 | -30,900 | $29.6M | +50.7% | 2.90% | EC |
| 9 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 29,254,159 | -19,628,284 | $29.3M | -40.2% | 2.87% | STIV |
| 10 | AFFIRM HOLDINGS INC | 00827B106 | Feb 2026 | 375,600 | -49,600 | $27.7M | +38.5% | 2.71% | EC |
| 11 | ACCENTURE PLC | N/A | Feb 2026 | 146,180 | -25,600 | $27.3M | -23.7% | 2.68% | EC |
| 12 | AUTOMATIC DATA PROCESSING INC | 053015103 | Feb 2026 | 122,675 | -16,200 | $27.2M | -8.6% | 2.67% | EC |
| 13 | CORPAY INC | 219948106 | Feb 2026 | 69,100 | -6,800 | $25.0M | +1.3% | 2.45% | EC |
| 14 | SS and C TECHNOLOGIES HLDGS INC | 78467J100 | Feb 2026 | 354,000 | -46,100 | $23.9M | -20.7% | 2.34% | EC |
| 15 | MONGODB INC | 60937P106 | Feb 2026 | 64,200 | -5,500 | $21.5M | -5.9% | 2.11% | EC |
| 16 | EXLSERVICE HOLDINGS INC | 302081104 | Feb 2026 | 656,093 | -148,200 | $19.0M | -24.2% | 1.87% | EC |
| 17 | REMITLY GLOBAL INC | 75960P104 | Feb 2026 | 936,800 | +208,900 | $18.8M | +54.3% | 1.84% | EC |
| 18 | COREWEAVE INC | 21873S108 | Feb 2026 | 168,400 | -8,000 | $18.4M | +31.4% | 1.81% | EC |
| 19 | ALPHABET INC | 02079K305 | Feb 2026 | 40,700 | -15,600 | $15.5M | -11.8% | 1.52% | EC |
| 20 | GENPACT LTD | N/A | Feb 2026 | 459,541 | NEW | $15.1M | — | 1.48% | EC |
| 21 | DATADOG INC | 23804L103 | Feb 2026 | 56,500 | -18,300 | $14.0M | +66.9% | 1.37% | EC |
| 22 | PAYPAL HOLDINGS INC | 70450Y103 | Feb 2026 | 310,640 | +54,600 | $13.9M | +17.5% | 1.36% | EC |
| 23 | VERISIGN INC | 92343E102 | Feb 2026 | 48,700 | +24,700 | $13.9M | +154.1% | 1.36% | EC |
| 24 | DIGITALOCEAN HOLDINGS INC | 25402D102 | May 2026 | 74,400 | NEW | $11.6M | — | 1.14% | EC |
| 25 | APPLIED DIGITAL CORP | 038169207 | Feb 2026 | 236,500 | -3,400 | $11.2M | +70.9% | 1.10% | EC |
| 26 | MICROSOFT CORP | 594918104 | Feb 2026 | 22,800 | -5,600 | $10.3M | -8.0% | 1.01% | EC |
| 27 | TOAST INC | 888787108 | Feb 2026 | 329,900 | -470,500 | $8.6M | -60.7% | 0.84% | EC |
| 28 | RIOT PLATFORMS INC | 767292105 | May 2026 | 315,900 | NEW | $8.6M | — | 0.84% | EC |
| 29 | PAYMENTUS HOLDINGS INC | 70439P108 | Feb 2026 | 301,800 | -224,000 | $7.1M | -44.9% | 0.69% | EC |
| 30 | FISERV INC | 337738108 | Feb 2026 | 112,717 | — | $6.4M | -9.2% | 0.62% | EC |
| 31 | TERAWULF INC | 88080T104 | May 2026 | 222,900 | NEW | $5.7M | — | 0.56% | EC |
| 32 | INTUIT INC | 461202103 | Feb 2026 | 16,100 | -7,000 | $5.3M | -43.5% | 0.52% | EC |
| 33 | FASTLY INC | 31188V100 | May 2026 | 236,000 | NEW | $4.2M | — | 0.41% | EC |
| 34 | DLOCAL LTD/URUGUAY | N/A | Feb 2026 | 299,600 | NEW | $3.6M | — | 0.35% | EC |
| 35 | Fidelity Revere Street Trust | 31635A105 | May 2026 | 300,346 | NEW | $300K | — | 0.03% | STIV |