Holdings of Select Software and IT Services Portfolio
Fidelity Select Portfolios · 52 declared positions · as of Feb 28, 2026
Original filing · Net assets 6.7B $ · Ten largest lines: 57.9 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 48 | 6.5B $ | 98.42 % |
| CA | 2 | 83.4M $ | 1.26 % |
| IL | 1 | 20.8M $ | 0.31 % |
| DE | 1 | 503.8K $ | 0.01 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Microsoft Corp | 4,288,282 | 1.7B $ | 25.21 % |
| Salesforce Inc | 1,707,884 | 332.7M $ | 4.98 % |
| Oracle Corp | 1,835,627 | 266.9M $ | 3.99 % |
| Palantir Technologies Inc | 1,943,978 | 266.7M $ | 3.99 % |
| Intuit Inc | 604,051 | 247.1M $ | 3.70 % |
| Datadog Inc | 2,032,413 | 227.5M $ | 3.41 % |
| Synopsys Inc | 496,140 | 205.4M $ | 3.07 % |
| Snowflake Inc | 1,209,300 | 203.7M $ | 3.05 % |
| Palo Alto Networks Inc | 1,366,764 | 203.5M $ | 3.05 % |
| Twilio Inc | 1,680,656 | 203.3M $ | 3.04 % |
| Autodesk Inc | 818,105 | 201.1M $ | 3.01 % |
| Amazon.com Inc | 839,980 | 176.4M $ | 2.64 % |
| AppLovin Corp | 333,866 | 145.2M $ | 2.17 % |
| HubSpot Inc | 530,117 | 140.2M $ | 2.10 % |
| ServiceNow Inc | 1,286,720 | 139M $ | 2.08 % |
| Rubrik Inc | 2,624,800 | 136.4M $ | 2.04 % |
| Klaviyo Inc | 6,725,424 | 117.1M $ | 1.75 % |
| Atlassian Corp | 1,555,554 | 116.9M $ | 1.75 % |
| Samsara Inc | 4,025,000 | 116.3M $ | 1.74 % |
| MongoDB Inc | 325,800 | 107M $ | 1.60 % |
| Adobe Inc | 405,200 | 106.3M $ | 1.59 % |
| Zscaler Inc | 712,440 | 104.7M $ | 1.57 % |
| Cloudflare Inc | 595,349 | 102.5M $ | 1.53 % |
| Okta Inc | 1,376,191 | 99.8M $ | 1.49 % |
| Figma Inc | 3,111,000 | 91.4M $ | 1.37 % |
| Accenture PLC | 378,000 | 78.9M $ | 1.18 % |
| Cadence Design Systems Inc | 223,700 | 67.4M $ | 1.01 % |
| Shopify Inc | 548,860 | 66.3M $ | 0.99 % |
| Unity Software Inc | 3,498,785 | 63.8M $ | 0.95 % |
| ZoomInfo Technologies Inc | 9,384,669 | 58.3M $ | 0.87 % |
| Fair Isaac Corp | 40,974 | 57.7M $ | 0.86 % |
| EPAM Systems Inc | 384,125 | 54.2M $ | 0.81 % |
| Alphabet Inc | 169,000 | 52.7M $ | 0.79 % |
| Dynatrace Inc | 1,284,300 | 46.1M $ | 0.69 % |
| Riot Platforms Inc | 2,824,100 | 46M $ | 0.69 % |
| Toast Inc | 1,554,496 | 42.5M $ | 0.64 % |
| BlackLine Inc | 1,083,000 | 38.2M $ | 0.57 % |
| Crowdstrike Holdings Inc | 100,086 | 37.2M $ | 0.56 % |
| BILL Holdings Inc | 812,800 | 36.2M $ | 0.54 % |
| JFrog Ltd | 872,100 | 35M $ | 0.52 % |
| CoreWeave Inc | 333,600 | 26.5M $ | 0.40 % |
| Monday.com Ltd | 286,625 | 20.8M $ | 0.31 % |
| Constellation Software Inc/Canada | 9,300 | 17.2M $ | 0.26 % |
| Workday Inc | 88,600 | 11.9M $ | 0.18 % |
| International Business Machines Corp. | 44,300 | 10.6M $ | 0.16 % |
| Gen Digital Inc | 347,618 | 7.8M $ | 0.12 % |
| Amplitude Inc | 987,776 | 7.2M $ | 0.11 % |
| Tyler Technologies Inc | 16,600 | 5.9M $ | 0.09 % |
| Cognizant Technology Solutions Corp. | 82,800 | 5.3M $ | 0.08 % |
| Workiva Inc | 13,270 | 817.2K $ | 0.01 % |
| SAP SE | 2,500 | 503.8K $ | 0.01 % |
| Meta Platforms Inc | 200 | 129.6K $ | 0.00 % |