# Portfolio overlap — FATIX vs FSPTX Comparing **Fidelity Advisor Technology Fund** (2025-10-31) and **Select Technology Portfolio** (2026-02-28). - Shared positions: 59 - Fidelity Advisor Technology Fund covered by Select Technology Portfolio: 0.8658916478124875597936040260 - Select Technology Portfolio covered by Fidelity Advisor Technology Fund: 0.8658916478124875597936040260 ## Fidelity Advisor Technology Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NVIDIA CORP | 0.261345 | ✓ | | APPLE INC | 0.119910 | ✓ | | MICROSOFT CORP | 0.104052 | ✓ | | MARVELL TECHNOLOGY INC | 0.047995 | ✓ | | CISCO SYSTEMS INC | 0.040200 | ✓ | | NXP SEMICONDUCTORS NV | 0.036094 | ✓ | | ON SEMICONDUCTOR CORP | 0.030094 | ✓ | | SNOWFLAKE INC CL A | 0.027710 | ✓ | | SHOPIFY INC CL A | 0.027689 | ✓ | | MICRON TECHNOLOGY INC | 0.025604 | ✓ | | TSMC | 0.024774 | ✓ | | DATADOG INC CL A | 0.021276 | ✓ | | SERVICENOW INC | 0.020040 | ✓ | | GLOBALFOUNDRIES INC | 0.017355 | ✓ | | WESTERN DIGITAL CORP | 0.016296 | ✓ | | CROWDSTRIKE HOLDINGS INC | 0.015806 | ✓ | | MANHATTAN ASSOCIATES INC | 0.015082 | ✓ | | AMAZON.COM INC | 0.013648 | ✓ | | OKTA INC CL A | 0.012809 | ✓ | | ASTERA LABS INC | 0.011712 | ✓ | | CYBER-ARK SOFTWARE LTD | 0.010773 | | | UBER TECHNOLOGIES INC | 0.009862 | ✓ | | HUBSPOT INC | 0.009373 | ✓ | | NETFLIX INC | 0.008913 | ✓ | | MONGODB INC CL A | 0.008448 | ✓ | | ASML Holding NV | 0.007846 | ✓ | | COREWEAVE INC | 0.007316 | ✓ | | SANDISK CORPORATION | 0.007014 | ✓ | | ANTHROPIC PBC SERIES F PC PP | 0.006674 | ✓ | | ZSCALER INC | 0.005931 | ✓ | | Fidelity Cash Central Fund | 0.004448 | ✓ | | DATABRICKS INC SER L PC PP | 0.002908 | ✓ | | AUTODESK INC | 0.001952 | ✓ | | MONDAY.COM LTD | 0.001652 | | | LYFT INC-A | 0.001590 | | | AIRBNB INC CLASS A | 0.001520 | ✓ | | PINE LABS LTD PP (FDI) (6 MONTH LOCKUP) | 0.001261 | | | REVOLUT GROUP HOLDINGS LTD PP | 0.001202 | ✓ | | OPEN AI GLOBAL LLC CONVERTIBLE INTEREST RT PP | 0.001056 | | | ORACLE CORP | 0.000955 | | | LIGHTMATTER INC SERIES D PC PP | 0.000911 | ✓ | | X.AI HOLDINGS CORP SER E PC PP | 0.000905 | | | VAST DATA LTD SER E PC PP | 0.000855 | ✓ | | RUNWAY AI, INC SER E PC PP | 0.000793 | ✓ | | BYTEDANCE LTD SER E-1 PC PP | 0.000733 | ✓ | | TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.000606 | ✓ | | CELESTIAL AI INC SER C-1 PC PP | 0.000600 | ✓ | | PHYSICAL INTELLIGENCE SER B PC PP | 0.000594 | ✓ | | CEREBRAS SYSTEMS INC SER G PC PP | 0.000585 | ✓ | | DIAMOND FOUNDRY INC SER C PC PP | 0.000486 | ✓ | ## Select Technology Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | NVIDIA CORP | 0.248878 | ✓ | | APPLE INC | 0.125561 | ✓ | | MICROSOFT CORP | 0.066074 | ✓ | | NXP SEMICONDUCTORS NV | 0.052030 | ✓ | | MARVELL TECHNOLOGY INC | 0.046828 | ✓ | | ON SEMICONDUCTOR CORP | 0.044412 | ✓ | | MICRON TECHNOLOGY INC | 0.042062 | ✓ | | CISCO SYSTEMS INC | 0.038366 | ✓ | | WESTERN DIGITAL CORP | 0.029246 | ✓ | | GLOBALFOUNDRIES INC | 0.026791 | ✓ | | SNOWFLAKE INC CL A | 0.020209 | ✓ | | SHOPIFY INC CL A | 0.018317 | ✓ | | DATADOG INC CL A | 0.017893 | ✓ | | SERVICENOW INC | 0.014889 | ✓ | | ASML Holding NV | 0.014449 | ✓ | | MANHATTAN ASSOCIATES INC | 0.014208 | ✓ | | ANTHROPIC PBC SERIES F PC PP | 0.014129 | ✓ | | AMAZON.COM INC | 0.013935 | ✓ | | CROWDSTRIKE HOLDINGS INC | 0.013043 | ✓ | | SANDISK CORPORATION | 0.012259 | ✓ | | OKTA INC CL A | 0.011075 | ✓ | | NETFLIX INC | 0.010795 | ✓ | | MONGODB INC CL A | 0.010780 | ✓ | | ASTERA LABS INC | 0.009677 | ✓ | | TSMC | 0.008593 | ✓ | | HUBSPOT INC | 0.007159 | ✓ | | Fidelity Cash Central Fund | 0.006985 | ✓ | | UBER TECHNOLOGIES INC | 0.006644 | ✓ | | COREWEAVE INC | 0.005051 | ✓ | | Fidelity Securities Lending Cash Central Fund | 0.004517 | ✓ | | COHERENT CORP | 0.003331 | | | DATABRICKS INC SER L PC PP | 0.003229 | ✓ | | AMPHENOL CORPORATION CL A | 0.002973 | | | ZSCALER INC | 0.002960 | ✓ | | MONOLITHIC POWER SYS INC | 0.002535 | | | CEREBRAS SYSTEMS INC SER G PC PP | 0.002494 | ✓ | | VAST DATA LTD SER E PC PP | 0.002436 | ✓ | | JABIL INC | 0.002379 | | | RUBRIK INC-A | 0.002374 | | | SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.002119 | | | REVOLUT GROUP HOLDINGS LTD PP | 0.002117 | ✓ | | OPENAI GROUP PBC A PP | 0.002010 | | | AUTODESK INC | 0.001770 | ✓ | | AIRBNB INC CLASS A | 0.001487 | ✓ | | STRIPE INC SER I PC PP | 0.001246 | | | LIGHTMATTER INC SERIES D PC PP | 0.001122 | ✓ | | RUNWAY AI, INC SER E PC PP | 0.001046 | ✓ | | FRORE SYSTEMS INC SER C PC PP | 0.001018 | | | BYTEDANCE LTD SER E-1 PC PP | 0.000865 | ✓ | | PHYSICAL INTELLIGENCE SER B PC PP | 0.000651 | ✓ | ## Sources - N-PORT (fund A) — accession `0000035402-25-002863` (as of 2025-10-31) - N-PORT (fund B) — accession `0000035402-26-002676` (as of 2026-02-28) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _