Holdings of Select FinTech Portfolio
Fidelity Select Portfolios · 22 declared positions · as of Feb 28, 2026
Original filing · Net assets 84M $ · Ten largest lines: 64.9 % of the equity sleeve
Sector breakdown
- Financials 46.8 %
- Technology 19.0 %
- Funds 3.6 %
- Unattributed 30.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 87.4 %
- CAD 8.9 %
- EUR 3.6 %
The quoted currency of each line, as declared.
Country breakdown
- US 80.4 %
- CA 8.9 %
- GB 4.2 %
- NL 3.6 %
- UY 2.4 %
- KY 0.3 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 17 | 67.5M $ | 80.45 % |
| CA | 1 | 7.5M $ | 8.92 % |
| GB | 1 | 3.6M $ | 4.24 % |
| NL | 1 | 3.1M $ | 3.64 % |
| UY | 1 | 2M $ | 2.43 % |
| KY | 1 | 262.4K $ | 0.31 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Visa Inc | 29,669 | 9.5M $ | 11.30 % |
| Shopify Inc | 61,989 | 7.5M $ | 8.90 % |
| Intuit Inc | 14,400 | 5.9M $ | 7.01 % |
| American Express Co | 18,326 | 5.7M $ | 6.74 % |
| Fiserv Inc | 84,100 | 5.2M $ | 6.23 % |
| Mastercard Inc | 10,012 | 5.2M $ | 6.16 % |
| Capital One Financial Corp | 22,678 | 4.4M $ | 5.28 % |
| Toast Inc | 143,000 | 3.9M $ | 4.65 % |
| Block Inc | 56,200 | 3.6M $ | 4.26 % |
| Marex Group PLC | 81,800 | 3.6M $ | 4.23 % |
| Rocket Cos Inc | 190,849 | 3.5M $ | 4.13 % |
| Remitly Global Inc | 205,026 | 3.4M $ | 4.07 % |
| Interactive Brokers Group Inc | 43,298 | 3.1M $ | 3.67 % |
| Adyen NV | 2,600 | 3.1M $ | 3.63 % |
| Bancorp Inc/The | 54,171 | 2.8M $ | 3.38 % |
| Coinbase Global Inc | 14,600 | 2.6M $ | 3.05 % |
| Strategy Inc | 19,500 | 2.5M $ | 3.00 % |
| Affirm Holdings Inc | 48,655 | 2.3M $ | 2.72 % |
| Dlocal Ltd/Uruguay | 166,800 | 2M $ | 2.43 % |
| Galaxy Digital Inc | 98,800 | 2M $ | 2.42 % |
| Figure Technology Solutions Inc | 72,723 | 1.8M $ | 2.19 % |
| Pagseguro Digital Ltd | 24,731 | 262.4K $ | 0.31 % |