Holdings of Select Automotive Portfolio
Fidelity Select Portfolios ·35 declared positions · as of Feb 28, 2026
Original filing · Net assets 65.8M $ · Ten largest lines: 73.8 % of the equity sleeve
Sector breakdown
- Consumer discretionary 65.8 %
- Technology 1.1 %
- Industrials 0.7 %
- Unattributed 32.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 98.4 %
- CAD 0.6 %
- HKD 0.5 %
- EUR 0.5 %
The quoted currency of each line, as declared.
Country breakdown
- US 74.4 %
- JP 15.8 %
- IT 4.4 %
- NL 2.0 %
- CN 1.7 %
- CA 0.6 %
- KY 0.6 %
- HK 0.5 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 26 | 49M $ | 74.43 % |
| 2 | JP | 2 | 10.4M $ | 15.76 % |
| 3 | IT | 2 | 2.9M $ | 4.44 % |
| 4 | NL | 1 | 1.3M $ | 1.97 % |
| 5 | CN | 1 | 1.1M $ | 1.71 % |
| 6 | CA | 1 | 420.4K $ | 0.64 % |
| 7 | KY | 1 | 372K $ | 0.57 % |
| 8 | HK | 1 | 325.5K $ | 0.49 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | General Motors Co | 106,573 | 8.4M $ | 12.75 % |
| 2 | Toyota Motor Corp | 33,760 | 8.2M $ | 12.44 % |
| 3 | O'Reilly Automotive Inc | 83,289 | 7.8M $ | 11.88 % |
| 4 | Tesla Inc | 14,941 | 6M $ | 9.14 % |
| 5 | AutoZone Inc | 1,000 | 3.8M $ | 5.71 % |
| 6 | Carvana Co | 10,400 | 3.5M $ | 5.28 % |
| 7 | Ford Motor Co | 245,577 | 3.5M $ | 5.26 % |
| 8 | Dana Inc | 78,670 | 2.7M $ | 4.09 % |
| 9 | Ferrari NV | 6,896 | 2.6M $ | 3.98 % |
| 10 | Honda Motor Co Ltd | 72,565 | 2.2M $ | 3.33 % |
| 11 | Copart Inc | 39,007 | 1.5M $ | 2.26 % |
| 12 | BorgWarner Inc | 24,910 | 1.4M $ | 2.18 % |
| 13 | OPENLANE Inc | 48,755 | 1.4M $ | 2.11 % |
| 14 | Stellantis NV | 160,256 | 1.3M $ | 1.97 % |
| 15 | Li Auto Inc | 63,929 | 1.1M $ | 1.71 % |
| 16 | Dauch Corporation | 161,524 | 1.1M $ | 1.62 % |
| 17 | Garrett Motion Inc | 47,729 | 971.8K $ | 1.48 % |
| 18 | Rivian Automotive Inc | 51,097 | 783.3K $ | 1.19 % |
| 19 | XPeng Inc | 43,878 | 770.5K $ | 1.17 % |
| 20 | TE Connectivity PLC | 3,029 | 697.1K $ | 1.06 % |
| 21 | Rush Enterprises Inc | 9,800 | 695.5K $ | 1.06 % |
| 22 | Lyft Inc | 44,200 | 611.7K $ | 0.93 % |
| 23 | LKQ Corp | 16,956 | 561.4K $ | 0.85 % |
| 24 | Phinia Inc | 7,720 | 560.7K $ | 0.85 % |
| 25 | Genuine Parts Co | 4,500 | 536.7K $ | 0.82 % |
| 26 | Penske Automotive Group Inc | 3,100 | 488.3K $ | 0.74 % |
| 27 | Uber Technologies Inc | 6,400 | 482.7K $ | 0.73 % |
| 28 | Linamar Corp | 6,100 | 420.4K $ | 0.64 % |
| 29 | DoorDash Inc | 2,277 | 401.8K $ | 0.61 % |
| 30 | NIO Inc | 76,385 | 372K $ | 0.57 % |
| 31 | BYD Co Ltd | 27,000 | 325.5K $ | 0.49 % |
| 32 | Pirelli & C SpA | 40,300 | 303.5K $ | 0.46 % |
| 33 | Sensata Technologies Holding PLC | 7,041 | 262.9K $ | 0.40 % |
| 34 | Mobileye Global Inc | 17,600 | 148.9K $ | 0.23 % |
| 35 | ACV Auctions Inc | 6,815 | 33.1K $ | 0.05 % |