Select Technology Portfolio (FSPTX) is an MF managed by Fidelity. Its largest position is NVIDIA CORP (NVDA), representing 25.00% of fund assets.
Select Technology Portfolio Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FSPTX
- Type:
- MF
- Manager:
- Fidelity
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
25.00% | $6,832,673,203.20 | 38,561,280 |
|
-
Apple Inc.
|
12.61% | $3,447,143,747.88 | 13,048,466 |
|
-
MICROSOFT CORP
|
6.64% | $1,813,982,013.64 | 4,618,786 |
|
-
APPLIED MATERIALS INC /DE
|
5.23% | $1,428,416,612.07 | 6,292,307 |
|
-
Marvell Technology, Inc.
|
4.70% | $1,285,602,991.89 | 15,737,581 |
|
-
ON SEMICONDUCTOR CORP
|
4.46% | $1,219,283,420.40 | 18,340,605 |
|
-
MICRON TECHNOLOGY INC
|
4.23% | $1,154,779,917.13 | 2,800,349 |
|
-
CISCO SYSTEMS, INC.
|
3.85% | $1,053,295,776.58 | 13,255,673 |
|
-
WESTERN DIGITAL CORP
|
2.94% | $802,928,077.20 | 2,870,676 |
|
-
GLOBALFOUNDRIES Inc.
|
2.69% | $735,531,311.85 | 15,468,587 |
|
-
Snowflake Inc.
|
2.03% | $554,812,093.33 | 3,294,413 |
|
-
Datadog, Inc.
|
1.80% | $491,221,253.16 | 4,387,471 |
|
-
SHOPIFY INC.
|
1.76% | $479,889,677.00 | 3,974,900 |
|
-
ServiceNow, Inc.
|
1.50% | $408,768,705.45 | 3,784,545 |
|
-
ASML HOLDING NV
|
1.45% | $396,689,781.50 | 272,750 |
|
-
MANHATTAN ASSOCIATES INC
|
1.43% | $390,067,382.02 | 2,880,214 |
|
-
AMAZON COM INC
|
1.40% | $382,557,000.00 | 1,821,700 |
|
-
CrowdStrike Holdings, Inc.
|
1.31% | $358,074,271.66 | 962,617 |
|
-
Sandisk Corp
|
1.23% | $336,545,109.12 | 529,692 |
|
-
Okta, Inc.
|
1.11% | $304,039,407.50 | 4,193,647 |
|
-
NETFLIX INC
|
1.08% | $296,376,854.40 | 3,079,560 |
|
-
MongoDB, Inc.
|
1.08% | $295,946,871.42 | 900,986 |
|
-
Astera Labs, Inc.
|
0.97% | $265,671,795.90 | 2,235,730 |
|
-
APPLIED MATERIALS INC /DE
|
0.86% | $235,909,614.24 | 3,799,488 |
|
-
HUBSPOT INC
|
0.72% | $196,551,826.29 | 743,079 |
|
-
FIDELITY REVERE STREET TRUST
|
0.70% | $191,768,504.43 | 191,730,158 |
|
-
APPLIED MATERIALS INC /DE
|
0.67% | $184,263,650.76 | 673,183 |
|
-
Uber Technologies, Inc
|
0.67% | $182,395,954.26 | 2,418,403 |
|
-
APPLIED MATERIALS INC /DE
|
0.62% | $170,643,690.00 | 658,500 |
|
-
CoreWeave, Inc.
|
0.51% | $138,676,262.40 | 1,743,040 |
|
-
FIDELITY REVERE STREET TRUST
|
0.45% | $124,014,556.07 | 124,002,156 |
|
-
COHERENT CORP.
|
0.33% | $91,454,076.00 | 353,200 |
|
-
AMPHENOL CORP /DE/
|
0.30% | $81,632,934.00 | 558,900 |
|
-
Zscaler, Inc.
|
0.30% | $81,256,072.00 | 552,800 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
0.25% | $69,592,866.00 | 60,900 |
|
-
JABIL INC
|
0.24% | $65,310,760.35 | 246,465 |
|
-
Rubrik, Inc.
|
0.24% | $65,183,144.52 | 1,254,487 |
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
0.21% | $58,179,769.56 | 110,484 |
|
-
APPLIED MATERIALS INC /DE
|
0.21% | $58,125,395.16 | 41,427 |
|
-
APPLIED MATERIALS INC /DE
|
0.18% | $49,202,578.80 | 273,804 |
|
-
Autodesk, Inc.
|
0.18% | $48,583,912.00 | 197,600 |
|
-
APPLIED MATERIALS INC /DE
|
0.17% | $47,246,263.20 | 68,088 |
|
-
Cerebras Systems Inc.
|
0.16% | $43,228,112.00 | 485,600 |
|
-
Airbnb, Inc.
|
0.15% | $40,831,457.99 | 302,209 |
|
-
APPLIED MATERIALS INC /DE
|
0.12% | $32,988,522.00 | 127,300 |
|
-
APPLIED MATERIALS INC /DE
|
0.11% | $30,698,325.00 | 487,275 |
|
-
APPLIED MATERIALS INC /DE
|
0.10% | $27,947,187.94 | 833,498 |
|
-
APPLIED MATERIALS INC /DE
|
0.10% | $27,016,635.80 | 1,846,660 |
|
-
Cerebras Systems Inc.
|
0.09% | $25,237,170.00 | 283,500 |
|
-
APPLIED MATERIALS INC /DE
|
0.09% | $23,745,569.35 | 96,743 |
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