Holdings (Monthly)
Guide ↗
Select Tech Hardware Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | SAMSUNG ELECTRONICS CO LTD | N/A | Feb 2026 | 1,890,000 | $284.1M | 15.18% | EC |
| 2 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 583,600 | $163.2M | 8.72% | EC |
| 3 | CISCO SYSTEMS INC | 17275R102 | Feb 2026 | 2,053,316 | $163.2M | 8.71% | EC |
| 4 | ARISTA NETWORKS INC | 040413205 | Feb 2026 | 1,000,000 | $133.5M | 7.13% | EC |
| 5 | APPLE INC | 037833100 | Feb 2026 | 425,324 | $112.4M | 6.00% | EC |
| 6 | MOTOROLA SOLUTIONS INC | 620076307 | Feb 2026 | 191,700 | $92.4M | 4.94% | EC |
| 7 | TAIWAN SEMICONDUCTOR MFG CO LTD | N/A | Feb 2026 | 1,299,999 | $80.7M | 4.31% | EC |
| 8 | SONY GROUP CORP | N/A | Feb 2026 | 3,354,500 | $77.1M | 4.12% | EC |
| 9 | NINTENDO CO LTD | N/A | Feb 2026 | 1,221,790 | $69.1M | 3.69% | EC |
| 10 | DELL TECHNOLOGIES INC | 24703L202 | Feb 2026 | 436,547 | $64.6M | 3.45% | EC |
| 11 | SANDISK CORP/DE | 80004C200 | Feb 2026 | 101,300 | $64.4M | 3.44% | EC |
| 12 | CIENA CORP | 171779309 | Feb 2026 | 178,666 | $62.3M | 3.33% | EC |
| 13 | KEYSIGHT TECHNOLOGIES INC | 49338L103 | Feb 2026 | 172,700 | $53.1M | 2.83% | EC |
| 14 | GARMIN LTD | N/A | Feb 2026 | 205,023 | $51.8M | 2.77% | EC |
| 15 | PANASONIC HOLDINGS CORP | N/A | Feb 2026 | 2,695,400 | $43.5M | 2.32% | EC |
| 16 | NOKIA CORP | N/A | Feb 2026 | 5,355,210 | $41.1M | 2.20% | EC |
| 17 | MICROSOFT CORP | 594918104 | Feb 2026 | 102,600 | $40.3M | 2.15% | EC |
| 18 | ALPHABET INC | 02079K305 | Feb 2026 | 123,380 | $38.5M | 2.05% | EC |
| 19 | SK HYNIX INC | N/A | Feb 2026 | 50,348 | $37.1M | 1.98% | EC |
| 20 | XIAOMI CORP | N/A | Feb 2026 | 7,818,030 | $34.6M | 1.85% | EC |
| 21 | TD SYNNEX CORP | 87162W100 | Feb 2026 | 200,056 | $31.4M | 1.68% | EC |
| 22 | PURE STORAGE INC | 74624M102 | Feb 2026 | 443,597 | $28.5M | 1.52% | EC |
| 23 | PALO ALTO NETWORKS INC | 697435105 | Feb 2026 | 129,431 | $19.3M | 1.03% | EC |
| 24 | AMAZON.COM INC | 023135106 | Feb 2026 | 84,600 | $17.8M | 0.95% | EC |
| 25 | OSI SYSTEMS INC | 671044105 | Feb 2026 | 48,400 | $13.8M | 0.74% | EC |
| 26 | MIRION TECHNOLOGIES INC | 60471A101 | Feb 2026 | 506,500 | $10.9M | 0.58% | EC |
| 27 | IBIDEN CO LTD | N/A | Feb 2026 | 167,600 | $10.2M | 0.55% | EC |
| 28 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 8,727,753 | $8.7M | 0.47% | STIV |
| 29 | HOYA CORP | N/A | Feb 2026 | 47,000 | $8.5M | 0.45% | EC |
| 30 | ACCTON TECHNOLOGY CORP | N/A | Feb 2026 | 179,000 | $8.0M | 0.43% | EC |
| 31 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 6,675,407 | $6.7M | 0.36% | STIV |
| 32 | MONTAGE TECHNOLOGY CO LTD | N/A | Feb 2026 | 193,800 | $4.4M | 0.24% | EC |
| 33 | VAST DATA LTD | N/A | Feb 2026 | 15,607 | $924K | 0.05% | EP |
| 34 | VAST DATA LTD | N/A | Feb 2026 | 13,567 | $803K | 0.04% | EP |
| 35 | VAST DATA LTD | N/A | Feb 2026 | 12,418 | $735K | 0.04% | EP |
| 36 | VAST DATA LTD | N/A | Feb 2026 | 11,867 | $703K | 0.04% | EP |
| 37 | VAST DATA LTD | N/A | Feb 2026 | 5,512 | $326K | 0.02% | EP |
| 38 | VAST DATA LTD | N/A | Feb 2026 | 362 | $21K | 0.00% | EP |