Holdings (Monthly)
Guide ↗
Select Enterprise Technology Services Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | VISA INC | 92826C839 | Feb 2026 | 692,948 | $221.8M | 22.17% | EC |
| 2 | MASTERCARD INC | 57636Q104 | Feb 2026 | 378,800 | $195.9M | 19.58% | EC |
| 3 | IBM CORPORATION | 459200101 | Feb 2026 | 403,700 | $97.0M | 9.69% | EC |
| 4 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 48,882,443 | $48.9M | 4.89% | STIV |
| 5 | CLOUDFLARE INC | 18915M107 | Feb 2026 | 227,000 | $39.1M | 3.91% | EC |
| 6 | ACCENTURE PLC | N/A | Feb 2026 | 171,780 | $35.9M | 3.58% | EC |
| 7 | SNOWFLAKE INC | 833445109 | Feb 2026 | 199,300 | $33.6M | 3.35% | EC |
| 8 | TWILIO INC | 90138F102 | Feb 2026 | 259,900 | $31.4M | 3.14% | EC |
| 9 | SS and C TECHNOLOGIES HLDGS INC | 78467J100 | Feb 2026 | 400,100 | $30.1M | 3.01% | EC |
| 10 | AUTOMATIC DATA PROCESSING INC | 053015103 | Feb 2026 | 138,875 | $29.8M | 2.98% | EC |
| 11 | EXLSERVICE HOLDINGS INC | 302081104 | Feb 2026 | 804,293 | $25.1M | 2.51% | EC |
| 12 | CORPAY INC | 219948106 | Feb 2026 | 75,900 | $24.7M | 2.47% | EC |
| 13 | MONGODB INC | 60937P106 | Feb 2026 | 69,700 | $22.9M | 2.29% | EC |
| 14 | GENPACT LTD | N/A | Feb 2026 | 558,841 | $22.2M | 2.22% | EC |
| 15 | TOAST INC | 888787108 | Feb 2026 | 800,400 | $21.9M | 2.18% | EC |
| 16 | AFFIRM HOLDINGS INC | 00827B106 | Feb 2026 | 425,200 | $20.0M | 2.00% | EC |
| 17 | OKTA INC | 679295105 | Feb 2026 | 271,200 | $19.7M | 1.97% | EC |
| 18 | ALPHABET INC | 02079K305 | Feb 2026 | 56,300 | $17.6M | 1.75% | EC |
| 19 | COREWEAVE INC | 21873S108 | Feb 2026 | 176,400 | $14.0M | 1.40% | EC |
| 20 | PAYMENTUS HOLDINGS INC | 70439P108 | Feb 2026 | 525,800 | $12.9M | 1.29% | EC |
| 21 | REMITLY GLOBAL INC | 75960P104 | Feb 2026 | 727,900 | $12.2M | 1.21% | EC |
| 22 | PAYPAL HOLDINGS INC | 70450Y103 | Feb 2026 | 256,040 | $11.8M | 1.18% | EC |
| 23 | BLOCK INC | 852234103 | Feb 2026 | 178,100 | $11.3M | 1.13% | EC |
| 24 | MICROSOFT CORP | 594918104 | Feb 2026 | 28,400 | $11.2M | 1.11% | EC |
| 25 | INTUIT INC | 461202103 | Feb 2026 | 23,100 | $9.4M | 0.94% | EC |
| 26 | DATADOG INC | 23804L103 | Feb 2026 | 74,800 | $8.4M | 0.84% | EC |
| 27 | FISERV INC | 337738108 | Feb 2026 | 112,717 | $7.0M | 0.70% | EC |
| 28 | APPLIED DIGITAL CORP | 038169207 | Feb 2026 | 239,900 | $6.5M | 0.65% | EC |
| 29 | VERISIGN INC | 92343E102 | Feb 2026 | 24,000 | $5.5M | 0.55% | EC |