Select Consumer Discretionary Portfolio

Fund Profile

Fund profile

Tickers

FSCPX

Fund manager

Fidelity Select Telecommunications Portfolio

Total assets

$551.19 mm

Liabilities

$6.22 mm

Net assets

$544.97 mm

Number of holdings

58.00

58 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
AMZN Amazon.com, Inc.	125.23 mm	602.41 k shares	22.98	Common equity	Long	USA
TSLA Tesla, Inc.	76.44 mm	221.48 k shares	14.03	Common equity	Long	USA
HD The Home Depot, Inc.	26.67 mm	62.15 k shares	4.89	Common equity	Long	USA
LOW Lowe's Companies, Inc.	24.22 mm	88.91 k shares	4.44	Common equity	Long	USA
TJX The TJX Companies, Inc.	14.71 mm	117.03 k shares	2.70	Common equity	Long	USA
HLT Hilton Worldwide Holdings Inc.	14.45 mm	57.02 k shares	2.65	Common equity	Long	USA
BKNG Booking Holdings Inc.	13.02 mm	2.50 k shares	2.39	Common equity	Long	USA
MCD McDonald's Corporation	12.76 mm	43.12 k shares	2.34	Common equity	Long	USA
DKS DICK'S Sporting Goods, Inc.	11.07 mm	53.40 k shares	2.03	Common equity	Long	USA
MAR Marriott International, Inc.	10.75 mm	37.20 k shares	1.97	Common equity	Long	USA
ROST Ross Stores, Inc.	10.23 mm	66.08 k shares	1.88	Common equity	Long	USA
TPX Tempur Sealy International, Inc.	10.08 mm	180.08 k shares	1.85	Common equity	Long	USA
DPZ Domino's Pizza, Inc.	10.02 mm	21.03 k shares	1.84	Common equity	Long	USA
APTIV PLC	9.64 mm	173.51 k shares	1.77	Common equity	Long	Jersey
WSM Williams-Sonoma, Inc.	9.41 mm	54.71 k shares	1.73	Common equity	Long	USA
CMG Chipotle Mexican Grill, Inc.	8.97 mm	145.74 k shares	1.65	Common equity	Long	USA
DECK Deckers Outdoor Corporation	8.32 mm	42.46 k shares	1.53	Common equity	Long	USA
GM General Motors Company	8.31 mm	149.45 k shares	1.52	Common equity	Long	USA
FND Floor & Decor Holdings, Inc.	7.44 mm	66.29 k shares	1.36	Common equity	Long	USA
Fidelity Cash Central Fund	7.27 mm	7.27 mm shares	1.33	Short-term investment vehicle	Long	USA
NKE NIKE, Inc.	7.04 mm	89.43 k shares	1.29	Common equity	Long	USA
PHM PulteGroup, Inc.	6.89 mm	50.95 k shares	1.26	Common equity	Long	USA
ROYAL CARIBBEAN CRUISES LTD	6.64 mm	27.20 k shares	1.22	Common equity	Long	Liberia
BLD TopBuild Corp.	6.31 mm	16.15 k shares	1.16	Common equity	Long	USA
Fidelity Securities Lending Cash Central Fund	5.90 mm	5.90 mm shares	1.08	Short-term investment vehicle	Long	USA
TPR Tapestry, Inc.	5.88 mm	94.38 k shares	1.08	Common equity	Long	USA
SBUX Starbucks Corporation	5.41 mm	52.81 k shares	0.99	Common equity	Long	USA
GPI Group 1 Automotive, Inc.	5.16 mm	12.13 k shares	0.95	Common equity	Long	USA
ASO Academy Sports and Outdoors, Inc.	4.91 mm	99.78 k shares	0.90	Common equity	Long	USA
PVH PVH Corp.	4.78 mm	44.10 k shares	0.88	Common equity	Long	USA
CHDN Churchill Downs Incorporated	4.65 mm	32.72 k shares	0.85	Common equity	Long	USA
MELI MercadoLibre, Inc.	4.63 mm	2.33 k shares	0.85	Common equity	Long	USA
AZEK The AZEK Company Inc.	4.57 mm	86.04 k shares	0.84	Common equity	Long	USA
QSR Restaurant Brands International Inc.	4.42 mm	63.50 k shares	0.81	Common equity	Long	Canada
RRR Red Rock Resorts, Inc.	3.99 mm	79.65 k shares	0.73	Common equity	Long	USA
OLLI Ollie's Bargain Outlet Holdings, Inc.	3.61 mm	36.48 k shares	0.66	Common equity	Long	USA
ULTA Ulta Beauty, Inc.	3.52 mm	9.10 k shares	0.65	Common equity	Long	USA
KBH KB Home	3.43 mm	41.47 k shares	0.63	Common equity	Long	USA
ORLY O'Reilly Automotive, Inc.	3.11 mm	2.51 k shares	0.57	Common equity	Long	USA
ETSY Etsy, Inc.	2.98 mm	54.30 k shares	0.55	Common equity	Long	USA
ARITZIA INC	2.90 mm	86.40 k shares	0.53	Common equity	Long	Canada
MGA Magna International Inc.	2.68 mm	59.42 k shares	0.49	Common equity	Long	Canada
LULU Lululemon Athletica Inc.	2.68 mm	8.35 k shares	0.49	Common equity	Long	USA
PENN PENN Entertainment, Inc.	2.61 mm	120.97 k shares	0.48	Common equity	Long	USA
CZR Caesars Entertainment, Inc.	2.58 mm	67.06 k shares	0.47	Common equity	Long	USA
LCII LCI Industries	2.37 mm	19.60 k shares	0.43	Common equity	Long	USA
ARMK Aramark	2.32 mm	57.13 k shares	0.43	Common equity	Long	USA
SBH Sally Beauty Holdings, Inc.	2.20 mm	158.15 k shares	0.40	Common equity	Long	USA
JD SPORTS FASHION PLC	2.05 mm	1.59 mm shares	0.38	Common equity	Long	UK
DLTR Dollar Tree, Inc.	1.80 mm	25.26 k shares	0.33	Common equity	Long	USA
CAPRI HOLDINGS LTD	1.54 mm	65.60 k shares	0.28	Common equity	Long	Virgin Islands (British)
VFC V.F. Corporation	1.45 mm	71.44 k shares	0.27	Common equity	Long	USA
SKX Skechers U.S.A., Inc.	1.43 mm	22.40 k shares	0.26	Common equity	Long	USA
ON HOLDING AG	1.39 mm	23.89 k shares	0.26	Common equity	Long	Switzerland
CORE Core-Mark Hldg Co Inc	1.33 mm	15.10 k shares	0.24	Common equity	Long	USA
LVMH MOET HENNESSY LOUIS VUITTON SE	1.27 mm	2.03 k shares	0.23	Common equity	Long	France
W Wayfair Inc.	815.26 k	17.63 k shares	0.15	Common equity	Long	USA
AAP Advance Auto Parts, Inc.	599.58 k	14.50 k shares	0.11	Common equity	Long	USA