Select Tech Hardware Portfolio (FDCPX) is an MF managed by Fidelity. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 15.18% of fund assets.
Select Tech Hardware Portfolio Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FDCPX
- Type:
- MF
- Manager:
- Fidelity
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
APPLIED MATERIALS INC /DE
|
15.18% | $284,140,464.42 | 1,890,000 |
|
-
WESTERN DIGITAL CORP
|
8.72% | $163,232,920.00 | 583,600 |
|
-
CISCO SYSTEMS, INC.
|
8.71% | $163,156,489.36 | 2,053,316 |
|
-
Arista Networks, Inc.
|
7.13% | $133,500,000.00 | 1,000,000 |
|
-
Apple Inc.
|
6.00% | $112,362,094.32 | 425,324 |
|
-
Motorola Solutions, Inc.
|
4.94% | $92,449,242.00 | 191,700 |
|
-
APPLIED MATERIALS INC /DE
|
4.31% | $80,716,734.10 | 1,299,999 |
|
-
Sony Group Corp
|
4.12% | $77,114,124.71 | 3,354,500 |
|
-
APPLIED MATERIALS INC /DE
|
3.69% | $69,103,745.86 | 1,221,790 |
|
-
Dell Technologies Inc.
|
3.45% | $64,643,879.76 | 436,547 |
|
-
Sandisk Corp
|
3.44% | $64,361,968.00 | 101,300 |
|
-
CIENA CORP
|
3.33% | $62,300,834.20 | 178,666 |
|
-
Keysight Technologies, Inc.
|
2.83% | $53,075,891.00 | 172,700 |
|
-
GARMIN LTD
|
2.77% | $51,835,965.09 | 205,023 |
|
-
APPLIED MATERIALS INC /DE
|
2.32% | $43,466,195.22 | 2,695,400 |
|
-
NOKIA CORP
|
2.20% | $41,101,343.75 | 5,355,210 |
|
-
MICROSOFT CORP
|
2.15% | $40,295,124.00 | 102,600 |
|
-
Alphabet Inc.
|
2.05% | $38,464,948.80 | 123,380 |
|
-
SK hynix Inc.
|
1.98% | $37,094,625.30 | 50,348 |
|
-
APPLIED MATERIALS INC /DE
|
1.85% | $34,578,447.27 | 7,818,030 |
|
-
TD SYNNEX CORP
|
1.68% | $31,370,781.36 | 200,056 |
|
-
Everpure, Inc.
|
1.52% | $28,487,799.34 | 443,597 |
|
-
Palo Alto Networks Inc
|
1.03% | $19,274,864.52 | 129,431 |
|
-
AMAZON COM INC
|
0.95% | $17,766,000.00 | 84,600 |
|
-
OSI SYSTEMS INC
|
0.74% | $13,803,680.00 | 48,400 |
|
-
Mirion Technologies, Inc.
|
0.58% | $10,945,465.00 | 506,500 |
|
-
APPLIED MATERIALS INC /DE
|
0.55% | $10,235,335.70 | 167,600 |
|
-
FIDELITY REVERE STREET TRUST
|
0.47% | $8,729,498.47 | 8,727,753 |
|
-
APPLIED MATERIALS INC /DE
|
0.45% | $8,506,739.67 | 47,000 |
|
-
APPLIED MATERIALS INC /DE
|
0.43% | $7,989,542.82 | 179,000 |
|
-
FIDELITY REVERE STREET TRUST
|
0.36% | $6,676,075.00 | 6,675,407 |
|
-
APPLIED MATERIALS INC /DE
|
0.24% | $4,439,113.43 | 193,800 |
|
-
APPLIED MATERIALS INC /DE
|
0.05% | $924,246.54 | 15,607 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $803,437.74 | 13,567 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $735,393.96 | 12,418 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $702,763.74 | 11,867 |
|
-
APPLIED MATERIALS INC /DE
|
0.02% | $326,420.64 | 5,512 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $21,437.64 | 362 |
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