Holdings of Select Tech Hardware Portfolio
Fidelity Select Portfolios · 30 declared positions · as of Feb 28, 2026
Original filing · Net assets 1.9B $ · Ten largest lines: 66.7 % of the equity sleeve
Sector breakdown
- Technology 66.8 %
- Communication 6.2 %
- Consumer discretionary 1.0 %
- Unattributed 26.1 %
Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown
- USD 62.4 %
- KRW 17.3 %
- JPY 11.2 %
- TWD 4.8 %
- EUR 2.2 %
- HKD 2.1 %
The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown
- US 62.4 %
- KR 17.3 %
- JP 11.2 %
- TW 4.8 %
- FI 2.2 %
- HK 1.9 %
- CN 0.2 %
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 18 | 1.2B $ | 62.44 % |
| KR | 2 | 321.2M $ | 17.27 % |
| JP | 5 | 208.4M $ | 11.21 % |
| TW | 2 | 88.7M $ | 4.77 % |
| FI | 1 | 41.1M $ | 2.21 % |
| HK | 1 | 34.6M $ | 1.86 % |
| CN | 1 | 4.4M $ | 0.24 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Samsung Electronics Co Ltd | 1,890,000 | 284.1M $ | 15.18 % |
| Western Digital Corp | 583,600 | 163.2M $ | 8.72 % |
| Cisco Systems, Inc. | 2,053,316 | 163.2M $ | 8.71 % |
| Arista Networks Inc | 1,000,000 | 133.5M $ | 7.13 % |
| Apple Inc | 425,324 | 112.4M $ | 6.00 % |
| Motorola Solutions Inc | 191,700 | 92.4M $ | 4.94 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 1,299,999 | 80.7M $ | 4.31 % |
| Sony Group Corp | 3,354,500 | 77.1M $ | 4.12 % |
| Nintendo Co Ltd | 1,221,790 | 69.1M $ | 3.69 % |
| Dell Technologies Inc | 436,547 | 64.6M $ | 3.45 % |
| Sandisk Corp/DE | 101,300 | 64.4M $ | 3.44 % |
| Ciena Corp | 178,666 | 62.3M $ | 3.33 % |
| Keysight Technologies Inc | 172,700 | 53.1M $ | 2.83 % |
| Garmin Ltd | 205,023 | 51.8M $ | 2.77 % |
| Panasonic Holdings Corp. | 2,695,400 | 43.5M $ | 2.32 % |
| Nokia Oyj | 5,355,210 | 41.1M $ | 2.20 % |
| Microsoft Corp | 102,600 | 40.3M $ | 2.15 % |
| Alphabet Inc | 123,380 | 38.5M $ | 2.05 % |
| SK hynix Inc | 50,348 | 37.1M $ | 1.98 % |
| Xiaomi Corp | 7,818,030 | 34.6M $ | 1.85 % |
| TD SYNNEX Corp | 200,056 | 31.4M $ | 1.68 % |
| Everpure Inc | 443,597 | 28.5M $ | 1.52 % |
| Palo Alto Networks Inc | 129,431 | 19.3M $ | 1.03 % |
| Amazon.com Inc | 84,600 | 17.8M $ | 0.95 % |
| OSI Systems Inc | 48,400 | 13.8M $ | 0.74 % |
| Mirion Technologies Inc | 506,500 | 10.9M $ | 0.58 % |
| Ibiden Co Ltd | 167,600 | 10.2M $ | 0.55 % |
| Hoya Corp | 47,000 | 8.5M $ | 0.45 % |
| Accton Technology Corp | 179,000 | 8M $ | 0.43 % |
| Montage Technology Co Ltd | 193,800 | 4.4M $ | 0.24 % |