Select Tech Hardware Portfolio

Fund Profile

Fund profile

Tickers

FDCPX

Fund manager

Fidelity Select Telecommunications Portfolio

Total assets

$1.04 bn

Liabilities

$19.39 mm

Net assets

$1.02 bn

Number of holdings

36.00

36 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
CSCO Cisco Systems, Inc.	147.29 mm	2.49 mm shares	14.41	Common equity	Long	USA
AAPL Apple Inc.	116.07 mm	489.05 k shares	11.36	Common equity	Long	USA
ANET Arista Networks, Inc.	74.28 mm	183.03 k shares	7.27	Common equity	Long	USA
MSI Motorola Solutions, Inc.	74.02 mm	148.12 k shares	7.24	Common equity	Long	USA
NINTENDO CO LTD	55.92 mm	952.84 k shares	5.47	Common equity	Long	Japan
SAMSUNG ELECTRONICS CO LTD	53.51 mm	1.36 mm shares	5.24	Common equity	Long	Korea, Republic of
PANW Palo Alto Networks, Inc.	50.89 mm	131.22 k shares	4.98	Common equity	Long	USA
SONY GROUP CORP	50.00 mm	2.49 mm shares	4.89	Common equity	Long	Japan
FUJIFILM HOLDINGS CORP	41.95 mm	1.85 mm shares	4.10	Common equity	Long	Japan
DELL Dell Technologies Inc.	41.54 mm	325.56 k shares	4.06	Common equity	Long	USA
MSFT Microsoft Corporation	36.62 mm	86.47 k shares	3.58	Common equity	Long	USA
SEAGATE TECHNOLOGY HOLDINGS PLC	30.40 mm	300.03 k shares	2.97	Common equity	Long	Ireland
CIEN Ciena Corporation	27.58 mm	395.61 k shares	2.70	Common equity	Long	USA
SNX TD SYNNEX Corporation	26.76 mm	224.91 k shares	2.62	Common equity	Long	USA
TAIWAN SEMICONDUCTOR MFG CO LTD	24.73 mm	793.42 k shares	2.42	Common equity	Long	Taiwan
PSTG Pure Storage, Inc.	23.65 mm	446.30 k shares	2.31	Common equity	Long	USA
GOOG Alphabet Inc.	19.44 mm	115.09 k shares	1.90	Common equity	Long	USA
XIAOMI CORP B	19.43 mm	5.40 mm shares	1.90	Common equity	Long	Cayman Islands
Fidelity Securities Lending Cash Central Fund	18.71 mm	18.70 mm shares	1.83	Short-term investment vehicle	Long	USA
Fidelity Cash Central Fund	13.91 mm	13.91 mm shares	1.36	Short-term investment vehicle	Long	USA
META Meta Platforms, Inc.	13.87 mm	24.16 k shares	1.36	Common equity	Long	USA
SK HYNIX INC	12.95 mm	110.94 k shares	1.27	Common equity	Long	Korea, Republic of
RENESAS ELECTRONICS CORP	12.74 mm	970.97 k shares	1.25	Common equity	Long	Japan
NSIT Insight Enterprises, Inc.	10.79 mm	68.94 k shares	1.06	Common equity	Long	USA
SMCI Super Micro Computer, Inc.	9.51 mm	291.34 k shares	0.93	Common equity	Long	USA
MRVL Marvell Technology, Inc.	9.48 mm	102.31 k shares	0.93	Common equity	Long	USA
WIWYNN CORP	8.95 mm	148.28 k shares	0.88	Common equity	Long	Taiwan
JBL Jabil Inc.	7.50 mm	55.23 k shares	0.73	Common equity	Long	USA
HPQ HP Inc.	3.66 mm	103.19 k shares	0.36	Common equity	Long	USA
KYOCERA CORP	2.61 mm	264.95 k shares	0.26	Common equity	Long	Japan
VAST DATA LTD SER A-2 PC PP	317.45 k	15.61 k shares	0.03	Preferred equity	Long	USA
VAST DATA LTD SER A-1 PC PP	275.95 k	13.57 k shares	0.03	Preferred equity	Long	USA
VAST DATA LTD SER B PC PP	252.58 k	12.42 k shares	0.02	Preferred equity	Long	USA
VAST DATA LTD SER E PC PP	241.37 k	11.87 k shares	0.02	Preferred equity	Long	USA
VAST DATA LTD SER A PC PP	112.11 k	5.51 k shares	0.01	Preferred equity	Long	USA
VAST DATA LTD SER C PC PP	7.36 k	362.00 shares	0.00	Preferred equity	Long	USA