Select Tech Hardware Portfolio
Fidelity Select Portfolios · 1 share class
Fund classification
Classified from what the fund holds · as of 2026 Q2
Select Tech Hardware Portfolio is an actively managed global equity fund.
- Asset class
- Equity
- Region
- Global
- Management
- Actively managed
- Fund type
- Open-end fund
- Features
- Non-diversified
Fund profile
As filed in the prospectus · 2026 Q2
Tech Hardware Portfolio seeks capital appreciation.
The fund invests at least 80% of assets in common stocks of companies principally engaged in developing, manufacturing, or distributing tech hardware—including computers, semiconductors, networking equipment, and related components—selected through fundamental analysis of financial condition, industry position, and market conditions. The fund holds both domestic and foreign issuers. Because security selection depends on the manager's analysis, fund holdings and performance may diverge from the tech hardware sector overall.
| Share class | Expense ratio |
|---|---|
| FDCPX | 0.67% |
Portfolio turnover 53.00% · as of 2026 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 96.69% |
| Cash & short-term | 3.28% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 58.8% |
| International | 33.4% |
| Cash | 3.3% |
| Consumer Discretionary | 3.0% |
| 2 smaller | 1.5% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Latest quarter
What changed since the fund's previous filing
Largest new: KIOXIA HOLDINGS CORPORATION, CHROMA ATE INC, NEXT VISION STABILIZED SYSTEMS LTD, VAST DATA LTD ×2
Exited: MSFT, OSIS
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORPWDC | 11.70% | $531.21 | $417.64M | 786.2K |
| CSCO | CISCO SYSTEMS INCCSCO | 11.20% | $120.42 | $399.71M | 3.3M |
| — | SAMSUNG ELECTRONICS CO LTD | 7.46% | $210.09 | $266.44M | 1.3M |
| AAPL | APPLE INCAAPL | 6.69% | $312.06 | $238.95M | 765.7K |
| ANET | ARISTA NETWORKS INCANET | 6.42% | $159.47 | $229.37M | 1.4M |
| DELL | DELL TECHNOLOGIES INCDELL | 5.01% | $420.91 | $178.82M | 424.8K |
| SNDK | SANDISK CORPSNDK | 4.86% | $1,694.98 | $173.57M | 102.4K |
| — | KIOXIA HOLDINGS CORPORATION | 4.77% | $413.46 | $170.22M | 411.7K |
| MSI | MOTOROLA SOLUTIONS INCMSI | 3.90% | $403.28 | $139.13M | 345.0K |
| — | Fidelity Revere Street Trust | 3.27% | — | $116.88M | — |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.
Top 10 positions are 65.29% of net assets, top 25 96.06%, across 33 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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