Select Technology Portfolio

Fidelity Select Portfolios · Series S000007484 · 6 share classes

Equity fund · 99% stocks
One fund, 6 share classes:FSPTXFFOJXFFOQXFFOTXFFOMXFFONX
$38.05B NAV
126 positions · as of 2026-05-31 · filed 2026-07-24
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q2

Technology Portfolio seeks capital appreciation.

Strategy · summarised

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.

Expenses
0.53% 1.63%across 6 share classes
Share classExpense ratio
FSPTX0.61%
FFOJX1.14%
FFOQX1.63%
FFOTX0.53%
FFOMX0.64%
FFONX0.89%

Portfolio turnover 52.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.02%
of net assets
Stocks99.19%
Cash & short-term0.82%
Bonds0.01%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 18 new15 exited

Largest new: AVGO, KLAC, META, CEREBRAS SYSTEMS INC, ASML HOLDING NV, CBRS, OPENAI GROUP PBC, STRIPE GLOBAL HOLDINGS INC

Largest exited: SNDK, UBER, ZS, CEREBRAS SYSTEMS INC ×2, STRIPE INC, DATABRICKS INC, BETA TECHNOLOGIES INC

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+67.93%+155.06%+128.85%27.41%-14.38%
Cumulative return· Jun 2023 – 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.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-31

Avg coupon
0.15%
Avg maturity
0.59 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y100.0%
10y+0.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

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

Issuer%NAVValue
NVIDIA CORPNVDA22.47%$8.55B
APPLE INCAAPL10.98%$4.18B
NXP SEMICONDUCTORS NV5.37%$2.04B
ON SEMICONDUCTOR CORPON5.29%$2.01B
CISCO SYSTEMS INCCSCO5.17%$1.97B
MARVELL TECHNOLOGY INCMRVL4.27%$1.62B
WESTERN DIGITAL CORPWDC3.92%$1.49B
MICROSOFT CORPMSFT3.91%$1.49B
GLOBALFOUNDRIES INC3.88%$1.47B
BROADCOM INCAVGO3.40%$1.30B
Showing 10 of 126Sign in to see more

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 68.66% of net assets, top 25 90.24%, across 85 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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