Holdings (Monthly)
Guide ↗
Select Tech Hardware Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 786,200 | +202,600 | $417.6M | +155.9% | 11.70% | EC |
| 2 | CISCO SYSTEMS INC | 17275R102 | Feb 2026 | 3,319,316 | +1,266,000 | $399.7M | +145.0% | 11.20% | EC |
| 3 | SAMSUNG ELECTRONICS CO LTD | N/A | Feb 2026 | 1,268,190 | +1,074,390 | $266.4M | +5902.1% | 7.46% | EC |
| 4 | APPLE INC | 037833100 | Feb 2026 | 765,724 | +340,400 | $239.0M | +112.7% | 6.69% | EC |
| 5 | ARISTA NETWORKS INC | 040413205 | Feb 2026 | 1,438,300 | +438,300 | $229.4M | +71.8% | 6.43% | EC |
| 6 | DELL TECHNOLOGIES INC | 24703L202 | Feb 2026 | 424,847 | -11,700 | $178.8M | +176.6% | 5.01% | EC |
| 7 | SANDISK CORP/DE | 80004C200 | Feb 2026 | 102,400 | +1,100 | $173.6M | +169.7% | 4.86% | EC |
| 8 | KIOXIA HOLDINGS CORPORATION | N/A | Feb 2026 | 411,700 | NEW | $170.2M | — | 4.77% | EC |
| 9 | MOTOROLA SOLUTIONS INC | 620076307 | Feb 2026 | 345,000 | +153,300 | $139.1M | +50.5% | 3.90% | EC |
| 10 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 116,858,771 | +108,131,018 | $116.9M | +1238.9% | 3.27% | STIV |
| 11 | TAIWAN SEMICONDUCTOR MFG CO LTD | N/A | Feb 2026 | 1,464,999 | NEW | $108.2M | — | 3.03% | EC |
| 12 | CIENA CORP | 171779309 | Feb 2026 | 184,666 | +6,000 | $107.1M | +72.0% | 3.00% | EC |
| 13 | NOKIA CORP | N/A | Feb 2026 | 7,237,000 | NEW | $106.3M | — | 2.98% | EC |
| 14 | SK HYNIX INC | N/A | Feb 2026 | 64,918 | NEW | $100.4M | — | 2.81% | EC |
| 15 | NINTENDO CO LTD | N/A | Feb 2026 | 2,106,190 | NEW | $94.2M | — | 2.64% | EC |
| 16 | KEYSIGHT TECHNOLOGIES INC | 49338L103 | Feb 2026 | 234,300 | +61,600 | $79.3M | +49.4% | 2.22% | EC |
| 17 | PANASONIC HOLDINGS CORP | N/A | Feb 2026 | 3,391,000 | NEW | $78.3M | — | 2.19% | EC |
| 18 | IBIDEN CO LTD | N/A | Feb 2026 | 447,600 | NEW | $64.6M | — | 1.81% | EC |
| 19 | GARMIN LTD | N/A | Feb 2026 | 266,323 | NEW | $62.3M | — | 1.75% | EC |
| 20 | SONY GROUP CORP | N/A | Feb 2026 | 2,827,500 | NEW | $61.0M | — | 1.71% | EC |
| 21 | TD SYNNEX CORP | 87162W100 | Feb 2026 | 227,056 | +27,000 | $59.3M | +89.1% | 1.66% | EC |
| 22 | ALPHABET INC | 02079K305 | Feb 2026 | 129,680 | +6,300 | $49.3M | +28.2% | 1.38% | EC |
| 23 | CHROMA ATE INC | N/A | Feb 2026 | 590,000 | NEW | $47.3M | — | 1.33% | EC |
| 24 | AMAZON.COM INC | 023135106 | Feb 2026 | 162,700 | +78,100 | $44.0M | +147.9% | 1.23% | EC |
| 25 | EVERPURE INC | 74624M102 | Feb 2026 | 455,997 | +12,400 | $36.3M | +27.3% | 1.02% | EC |
| 26 | PALO ALTO NETWORKS INC | 697435105 | Feb 2026 | 107,031 | -22,400 | $30.1M | +56.4% | 0.84% | EC |
| 27 | XIAOMI CORP | N/A | Feb 2026 | 8,220,830 | NEW | $29.4M | — | 0.82% | EC |
| 28 | NEXT VISION STABILIZED SYSTEMS LTD | N/A | Feb 2026 | 223,300 | NEW | $23.8M | — | 0.67% | EC |
| 29 | ACCTON TECHNOLOGY CORP | N/A | Feb 2026 | 278,000 | NEW | $21.5M | — | 0.60% | EC |
| 30 | HOYA CORP | N/A | Feb 2026 | 64,400 | NEW | $11.0M | — | 0.31% | EC |
| 31 | MONTAGE TECHNOLOGY CO LTD | N/A | Feb 2026 | 193,800 | NEW | $9.9M | — | 0.28% | EC |
| 32 | MIRION TECHNOLOGIES INC | 60471A101 | Feb 2026 | 479,700 | -26,800 | $8.8M | -19.9% | 0.25% | EC |
| 33 | VAST DATA LTD | N/A | Feb 2026 | 20,255 | NEW | $1.2M | — | 0.03% | EC |
| 34 | VAST DATA LTD | N/A | Feb 2026 | 16,895 | NEW | $1.0M | — | 0.03% | EP |
| 35 | VAST DATA LTD | N/A | Feb 2026 | 15,607 | NEW | $924K | — | 0.03% | EP |
| 36 | VAST DATA LTD | N/A | Feb 2026 | 13,567 | NEW | $803K | — | 0.02% | EP |
| 37 | VAST DATA LTD | N/A | Feb 2026 | 11,867 | NEW | $703K | — | 0.02% | EP |
| 38 | VAST DATA LTD | N/A | Feb 2026 | 5,512 | NEW | $326K | — | 0.01% | EP |
| 39 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 149,785 | -6,525,622 | $150K | -97.8% | 0.00% | STIV |
| 40 | VAST DATA LTD | N/A | Feb 2026 | 1,979 | NEW | $117K | — | 0.00% | EP |
| 41 | VAST DATA LTD | N/A | Feb 2026 | 362 | NEW | $21K | — | 0.00% | EP |
| ✕ | MICROSOFT CORP | 594918104 | — | 102,600 | SOLD | $40.3M | — | — | — |
| ✕ | OSI SYSTEMS INC | 671044105 | — | 48,400 | SOLD | $13.8M | — | — | — |