Holdings (Monthly) Guide ↗

Select Tech Hardware Portfolio

· Fidelity Select Portfolios

Monthly Holdings $3.6B AUM 4 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	DELL TECHNOLOGIES INC	24703L202	Feb 2026	424,847	-11,700	$178.8M	+176.6%	5.01%	EC
2	PALO ALTO NETWORKS INC	697435105	Feb 2026	107,031	-22,400	$30.1M	+56.4%	0.84%	EC
3	MIRION TECHNOLOGIES INC	60471A101	Feb 2026	479,700	-26,800	$8.8M	-19.9%	0.25%	EC
4	Fidelity Revere Street Trust	31635A303	Feb 2026	149,785	-6,525,622	$150K	-97.8%	0.00%	STIV