Holdings (Monthly) Guide ↗

Select Tech Hardware Portfolio

· Fidelity Select Portfolios

Monthly Holdings $3.6B AUM 23 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 23 New 14 Added 4 Reduced 2 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	KIOXIA HOLDINGS CORPORATION	N/A	Feb 2026	411,700	NEW	$170.2M	—	4.77%	EC
2	TAIWAN SEMICONDUCTOR MFG CO LTD	N/A	Feb 2026	1,464,999	NEW	$108.2M	—	3.03%	EC
3	NOKIA CORP	N/A	Feb 2026	7,237,000	NEW	$106.3M	—	2.98%	EC
4	SK HYNIX INC	N/A	Feb 2026	64,918	NEW	$100.4M	—	2.81%	EC
5	NINTENDO CO LTD	N/A	Feb 2026	2,106,190	NEW	$94.2M	—	2.64%	EC
6	PANASONIC HOLDINGS CORP	N/A	Feb 2026	3,391,000	NEW	$78.3M	—	2.19%	EC
7	IBIDEN CO LTD	N/A	Feb 2026	447,600	NEW	$64.6M	—	1.81%	EC
8	GARMIN LTD	N/A	Feb 2026	266,323	NEW	$62.3M	—	1.75%	EC
9	SONY GROUP CORP	N/A	Feb 2026	2,827,500	NEW	$61.0M	—	1.71%	EC
10	CHROMA ATE INC	N/A	Feb 2026	590,000	NEW	$47.3M	—	1.33%	EC
11	XIAOMI CORP	N/A	Feb 2026	8,220,830	NEW	$29.4M	—	0.82%	EC
12	NEXT VISION STABILIZED SYSTEMS LTD	N/A	Feb 2026	223,300	NEW	$23.8M	—	0.67%	EC
13	ACCTON TECHNOLOGY CORP	N/A	Feb 2026	278,000	NEW	$21.5M	—	0.60%	EC
14	HOYA CORP	N/A	Feb 2026	64,400	NEW	$11.0M	—	0.31%	EC
15	MONTAGE TECHNOLOGY CO LTD	N/A	Feb 2026	193,800	NEW	$9.9M	—	0.28%	EC
16	VAST DATA LTD	N/A	Feb 2026	20,255	NEW	$1.2M	—	0.03%	EC
17	VAST DATA LTD	N/A	Feb 2026	16,895	NEW	$1.0M	—	0.03%	EP
18	VAST DATA LTD	N/A	Feb 2026	15,607	NEW	$924K	—	0.03%	EP
19	VAST DATA LTD	N/A	Feb 2026	13,567	NEW	$803K	—	0.02%	EP
20	VAST DATA LTD	N/A	Feb 2026	11,867	NEW	$703K	—	0.02%	EP
21	VAST DATA LTD	N/A	Feb 2026	5,512	NEW	$326K	—	0.01%	EP
22	VAST DATA LTD	N/A	Feb 2026	1,979	NEW	$117K	—	0.00%	EP
23	VAST DATA LTD	N/A	Feb 2026	362	NEW	$21K	—	0.00%	EP