Select Software and IT Services Portfolio

Fund Profile

Fund profile

Tickers

FSCSX

Fund manager

Fidelity Select Telecommunications Portfolio

Total assets

$11.28 bn

Liabilities

$6.19 mm

Net assets

$11.28 bn

Number of holdings

48.00

48 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
MSFT Microsoft Corporation	2.62 bn	6.18 mm shares	23.21	Common equity	Long	USA
CRM Salesforce, Inc.	987.69 mm	2.99 mm shares	8.76	Common equity	Long	USA
ADBE Adobe Inc.	758.06 mm	1.47 mm shares	6.72	Common equity	Long	USA
Fidelity Cash Central Fund	522.43 mm	522.33 mm shares	4.63	Short-term investment vehicle	Long	USA
ADSK Autodesk, Inc.	358.92 mm	1.23 mm shares	3.18	Common equity	Long	USA
PANW Palo Alto Networks, Inc.	277.80 mm	716.30 k shares	2.46	Common equity	Long	USA
WDAY Workday, Inc.	265.84 mm	1.06 mm shares	2.36	Common equity	Long	USA
ORCL Oracle Corporation	265.31 mm	1.44 mm shares	2.35	Common equity	Long	USA
TEAM Atlassian Corporation	252.97 mm	959.75 k shares	2.24	Common equity	Long	USA
HUBS HubSpot, Inc.	252.30 mm	349.90 k shares	2.24	Common equity	Long	USA
ACCENTURE PLC CL A	245.76 mm	678.20 k shares	2.18	Common equity	Long	Ireland
GOOG Alphabet Inc.	238.35 mm	1.41 mm shares	2.11	Common equity	Long	USA
INTU Intuit Inc.	233.95 mm	364.56 k shares	2.07	Common equity	Long	USA
MDB MongoDB, Inc.	223.32 mm	692.50 k shares	1.98	Common equity	Long	USA
DDOG Datadog, Inc.	194.94 mm	1.28 mm shares	1.73	Common equity	Long	USA
SNOW Snowflake Inc.	191.37 mm	1.09 mm shares	1.70	Common equity	Long	USA
TWLO Twilio Inc.	188.80 mm	1.81 mm shares	1.67	Common equity	Long	USA
ELASTIC NV	184.68 mm	1.69 mm shares	1.64	Common equity	Long	Netherlands
MA Mastercard Incorporated	181.31 mm	340.20 k shares	1.61	Common equity	Long	USA
V Visa Inc.	180.30 mm	572.22 k shares	1.60	Common equity	Long	USA
NET Cloudflare, Inc.	176.73 mm	1.77 mm shares	1.57	Common equity	Long	USA
BSQKZ Block, Inc.	170.20 mm	1.92 mm shares	1.51	Common equity	Long	USA
WK Workiva Inc.	169.77 mm	1.75 mm shares	1.51	Common equity	Long	USA
EPAM EPAM Systems, Inc.	164.85 mm	675.83 k shares	1.46	Common equity	Long	USA
FIVN Five9, Inc.	157.60 mm	3.82 mm shares	1.40	Common equity	Long	USA
TENB Tenable Holdings, Inc.	154.14 mm	3.67 mm shares	1.37	Common equity	Long	USA
CTSH Cognizant Technology Solutions Corporation	149.04 mm	1.85 mm shares	1.32	Common equity	Long	USA
OKTA Okta, Inc.	144.39 mm	1.86 mm shares	1.28	Common equity	Long	USA
BL BlackLine, Inc.	141.01 mm	2.27 mm shares	1.25	Common equity	Long	USA
CAPGEMINI SA (FF40)	116.37 mm	723.90 k shares	1.03	Common equity	Long	France
CFLT Confluent, Inc.	115.24 mm	3.74 mm shares	1.02	Common equity	Long	USA
U Unity Software Inc.	111.30 mm	4.62 mm shares	0.99	Common equity	Long	USA
CRWD CrowdStrike Holdings, Inc.	103.68 mm	299.69 k shares	0.92	Common equity	Long	USA
BILL Bill.com Holdings, Inc.	92.02 mm	1.02 mm shares	0.82	Common equity	Long	USA
AMPL Amplitude, Inc.	86.74 mm	8.39 mm shares	0.77	Common equity	Long	USA
SNPS Synopsys, Inc.	83.33 mm	149.20 k shares	0.74	Common equity	Long	USA
GEN Gen Digital Inc.	80.95 mm	2.62 mm shares	0.72	Common equity	Long	USA
CDNS Cadence Design Systems, Inc.	79.77 mm	260.00 k shares	0.71	Common equity	Long	USA
ZI ZoomInfo Technologies Inc.	76.26 mm	6.97 mm shares	0.68	Common equity	Long	USA
TOST Toast, Inc.	51.60 mm	1.19 mm shares	0.46	Common equity	Long	USA
PTC PTC Inc.	51.07 mm	255.29 k shares	0.45	Common equity	Long	USA
AKAM Akamai Technologies, Inc.	43.06 mm	458.03 k shares	0.38	Common equity	Long	USA
META Meta Platforms, Inc.	35.49 mm	61.80 k shares	0.31	Common equity	Long	USA
SHOP Shopify Inc.	32.69 mm	282.80 k shares	0.29	Common equity	Long	Canada
PAYC Paycom Software, Inc.	26.00 mm	112.10 k shares	0.23	Common equity	Long	USA
RNG RingCentral, Inc.	20.72 mm	550.60 k shares	0.18	Common equity	Long	USA
DT Dynatrace, Inc.	12.76 mm	227.10 k shares	0.11	Common equity	Long	USA
CSU Constellation Software Inc	1.80	25.20 k shares	0.00	Common equity	Long	Canada