Select Software and IT Services Portfolio (FSCSX) is an MF managed by Fidelity. Its largest position is MICROSOFT CORP (MSFT), representing 25.21% of fund assets.
Select Software and IT Services Portfolio Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FSCSX
- Type:
- MF
- Manager:
- Fidelity
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
MICROSOFT CORP
|
25.21% | $1,684,179,872.68 | 4,288,282 |
|
-
Salesforce, Inc.
|
4.98% | $332,678,724.36 | 1,707,884 |
|
-
ORACLE CORP
|
3.99% | $266,900,165.80 | 1,835,627 |
|
-
Palantir Technologies Inc.
|
3.99% | $266,694,341.82 | 1,943,978 |
|
-
INTUIT INC.
|
3.70% | $247,074,980.53 | 604,051 |
|
-
Datadog, Inc.
|
3.41% | $227,548,959.48 | 2,032,413 |
|
-
SYNOPSYS INC
|
3.07% | $205,401,960.00 | 496,140 |
|
-
Snowflake Inc.
|
3.05% | $203,658,213.00 | 1,209,300 |
|
-
Palo Alto Networks Inc
|
3.05% | $203,538,494.88 | 1,366,764 |
|
-
TWILIO INC
|
3.04% | $203,292,149.76 | 1,680,656 |
|
-
Autodesk, Inc.
|
3.01% | $201,147,476.35 | 818,105 |
|
-
AMAZON COM INC
|
2.64% | $176,395,800.00 | 839,980 |
|
-
AppLovin Corp
|
2.17% | $145,154,920.82 | 333,866 |
|
-
HUBSPOT INC
|
2.10% | $140,221,247.67 | 530,117 |
|
-
ServiceNow, Inc.
|
2.08% | $138,978,627.20 | 1,286,720 |
|
-
Rubrik, Inc.
|
2.04% | $136,384,608.00 | 2,624,800 |
|
-
Klaviyo, Inc.
|
1.75% | $117,089,631.84 | 6,725,424 |
|
-
Atlassian Corp
|
1.75% | $116,868,772.02 | 1,555,554 |
|
-
Samsara Inc.
|
1.74% | $116,322,500.00 | 4,025,000 |
|
-
MongoDB, Inc.
|
1.60% | $107,015,526.00 | 325,800 |
|
-
ADOBE INC.
|
1.59% | $106,328,532.00 | 405,200 |
|
-
Zscaler, Inc.
|
1.57% | $104,721,555.60 | 712,440 |
|
-
Cloudflare, Inc.
|
1.53% | $102,513,144.31 | 595,349 |
|
-
Okta, Inc.
|
1.49% | $99,773,847.50 | 1,376,191 |
|
-
Figma, Inc.
|
1.37% | $91,432,290.00 | 3,111,000 |
|
-
Accenture plc
|
1.18% | $78,896,160.00 | 378,000 |
|
-
FIDELITY REVERE STREET TRUST
|
1.07% | $71,700,062.02 | 71,692,893 |
|
-
CADENCE DESIGN SYSTEMS INC
|
1.01% | $67,423,180.00 | 223,700 |
|
-
SHOPIFY INC.
|
0.99% | $66,263,867.80 | 548,860 |
|
-
Unity Software Inc.
|
0.95% | $63,782,850.55 | 3,498,785 |
|
-
ZoomInfo Technologies Inc.
|
0.87% | $58,278,794.49 | 9,384,669 |
|
-
FAIR ISAAC CORP
|
0.86% | $57,747,116.64 | 40,974 |
|
-
EPAM Systems, Inc.
|
0.81% | $54,161,625.00 | 384,125 |
|
-
Alphabet Inc.
|
0.79% | $52,687,440.00 | 169,000 |
|
-
Dynatrace, Inc.
|
0.69% | $46,132,056.00 | 1,284,300 |
|
-
Riot Platforms, Inc.
|
0.69% | $46,004,589.00 | 2,824,100 |
|
-
Toast, Inc.
|
0.64% | $42,453,285.76 | 1,554,496 |
|
-
BLACKLINE, INC.
|
0.57% | $38,175,750.00 | 1,083,000 |
|
-
CrowdStrike Holdings, Inc.
|
0.56% | $37,229,990.28 | 100,086 |
|
-
BILL Holdings, Inc.
|
0.54% | $36,177,728.00 | 812,800 |
|
-
JFrog Ltd
|
0.52% | $35,014,815.00 | 872,100 |
|
-
CoreWeave, Inc.
|
0.40% | $26,541,216.00 | 333,600 |
|
-
monday.com Ltd.
|
0.31% | $20,820,440.00 | 286,625 |
|
-
FIDELITY REVERE STREET TRUST
|
0.30% | $20,178,333.28 | 20,174,298 |
|
-
APPLIED MATERIALS INC /DE
|
0.27% | $17,984,316.00 | 69,400 |
|
-
CONSTELLATION SOFTWARE INC/CAN
|
0.26% | $17,185,688.21 | 9,300 |
|
-
Workday, Inc.
|
0.18% | $11,851,136.00 | 88,600 |
|
-
INTERNATIONAL BUSINESS MACHINES CORP
|
0.16% | $10,641,303.00 | 44,300 |
|
-
Gen Digital Inc.
|
0.12% | $7,845,738.26 | 347,618 |
|
-
Amplitude, Inc.
|
0.11% | $7,210,764.80 | 987,776 |
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