Select Technology Portfolio
Fidelity Select Portfolios · Series S000007484 · 6 share classes
data updated 2026-08-10
Fund profile
As filed in the prospectus · 2026 Q2
Technology Portfolio seeks capital appreciation.
The fund invests primarily in common stocks of companies principally engaged in technology businesses—including semiconductor manufacturers, software developers, IT service providers, and makers of communications and computer equipment—selected through fundamental analysis of financial condition, industry position, and market conditions. The fund normally allocates at least 80% of assets to such technology securities, including derivatives that provide exposure to them. Because security selection depends on the manager's analysis rather than a fixed rule, fund holdings and performance may diverge from technology sector benchmarks.
| Share class | Expense ratio |
|---|---|
| FSPTX | 0.61% |
| FFOJX | 1.14% |
| FFOQX | 1.63% |
| FFOTX | 0.53% |
| FFOMX | 0.64% |
| FFONX | 0.89% |
Portfolio turnover 52.00% · as of 2026 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q1
| Stocks | 99.30% |
| Cash & short-term | 1.16% |
| Bonds | 0.01% |
Latest quarter
What changed since the fund's previous filing
Largest new: COHR, APH, MPWR, JBL, SPACE EXPLORATION TECHNOLOGIES CORP, FRORE SYSTEMS INC, CEREBRAS SYSTEMS INC, CANVA INC
Largest exited: CYBER-ARK SOFTWARE LTD (ISRAEL), X.AI HOLDINGS CORP, MONDAY.COM LTD, CANVA AUSTRALIA HOLDINGS PTY LTD, CELESTIAL AI INC ×2, PINE LABS LTD, MEESHO
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| — | — | — | — | — | |
| — | — | — | — | — | |
| — | — | — | — | — | |
| — | — | — | — | — | |
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Debt profile
What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-02-28
Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.
| Fixed rate | 100.0% |
Share of the fund's debt value in each maturity band, shortest first.
| <1y | 98.9% |
| 10y+ | 1.1% |
Based on what filers reported; a filer that never reported a flag also reads as none.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Value | Shares |
|---|---|---|---|---|
| NVDA | NVIDIA CORPNVDA | 25.00% | $6.83B | 38.6M |
| AAPL | APPLE INCAAPL | 12.62% | $3.45B | 13.0M |
| MSFT | MICROSOFT CORPMSFT | 6.64% | $1.81B | 4.6M |
| — | NXP SEMICONDUCTORS NV | 5.23% | $1.43B | 6.3M |
| MRVL | MARVELL TECHNOLOGY INCMRVL | 4.71% | $1.29B | 15.7M |
| ON | ON SEMICONDUCTOR CORPON | 4.46% | $1.22B | 18.3M |
| MU | MICRON TECHNOLOGY INCMU | 4.23% | $1.15B | 2.8M |
| CSCO | CISCO SYSTEMS INCCSCO | 3.85% | $1.05B | 13.3M |
| WDC | WESTERN DIGITAL CORPWDC | 2.94% | $802.93M | 2.9M |
| — | GLOBALFOUNDRIES INC | 2.69% | $735.53M | 15.5M |
Top 10 positions are 72.36% of net assets, top 25 92.18%, across 86 issuers.
See more of this fund's book
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