# Portfolio overlap — FDCPX vs FCGSX

Comparing **Select Tech Hardware Portfolio** (2026-02-28) and **Fidelity Series Growth Company Fund** (2026-02-28).

- Shared positions: 15
- Select Tech Hardware Portfolio covered by Fidelity Series Growth Company Fund: 0.1982936701449540674968501396
- Fidelity Series Growth Company Fund covered by Select Tech Hardware Portfolio: 0.1982936701449540674968501396

## Select Tech Hardware Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELECTRONICS CO LTD | 0.151240 | ✓ |
| WESTERN DIGITAL CORP | 0.086885 | ✓ |
| CISCO SYSTEMS INC | 0.086844 |  |
| ARISTA NETWORKS INC | 0.071059 | ✓ |
| APPLE INC | 0.059807 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.049208 |  |
| TSMC | 0.042963 |  |
| SONY GROUP CORP | 0.041046 |  |
| NINTENDO CO LTD | 0.036782 |  |
| DELL TECHNOLOGIES INC CL C | 0.034408 |  |
| SANDISK CORPORATION | 0.034258 | ✓ |
| CIENA CORP | 0.033161 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.028251 |  |
| GARMIN LTD | 0.027591 | ✓ |
| PANASONIC HOLDIN | 0.023136 |  |
| NOKIA OYJ | 0.021877 |  |
| MICROSOFT CORP | 0.021448 | ✓ |
| ALPHABET INC CL A | 0.020474 | ✓ |
| SK HYNIX INC | 0.019744 |  |
| XIAOMI CORP-W | 0.018405 |  |
| TD SYNNEX CORP | 0.016698 |  |
| PURE STORAGE INC CL A | 0.015163 | ✓ |
| PALO ALTO NETWORKS INC | 0.010260 | ✓ |
| AMAZON.COM INC | 0.009456 | ✓ |
| OSI SYSTEMS INC | 0.007347 |  |
| MIRION TECHNOLOGIES INC-A | 0.005826 |  |
| IBIDEN CO LTD | 0.005448 |  |
| Fidelity Cash Central Fund | 0.004646 | ✓ |
| HOYA CORP | 0.004528 |  |
| ACCTON TECH | 0.004253 |  |
| Fidelity Securities Lending Cash Central Fund | 0.003554 | ✓ |
| Montage Technology Co Ltd | 0.002363 |  |
| VAST DATA LTD SER E PC PP | 0.001870 | ✓ |

## Fidelity Series Growth Company Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.155916 |  |
| APPLE INC | 0.076048 | ✓ |
| MICROSOFT CORP | 0.060327 | ✓ |
| AMAZON.COM INC | 0.047888 | ✓ |
| ALPHABET INC CL A | 0.043072 | ✓ |
| META PLATFORMS INC CL A | 0.035647 |  |
| SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.032164 |  |
| SANDISK CORPORATION | 0.031751 | ✓ |
| CIENA CORP | 0.028938 | ✓ |
| ALPHABET INC CL C | 0.028539 |  |
| LILLY ELI and CO | 0.024350 |  |
| TESLA INC | 0.018452 |  |
| BROADCOM INC | 0.017801 |  |
| PURE STORAGE INC CL A | 0.013280 | ✓ |
| NETFLIX INC | 0.011041 |  |
| VISA INC-CLASS A | 0.010615 |  |
| IONIS PHARMACEUTICALS INC | 0.008011 |  |
| MASTERCARD INC CL A | 0.007826 |  |
| ROIVANT SCIENCES LTD | 0.007543 |  |
| PHILIP MORRIS INTL INC | 0.007435 |  |
| APPLOVIN CORP | 0.006819 |  |
| ORACLE CORP | 0.006664 |  |
| CORNING INC | 0.006641 |  |
| NUTANIX INC CL A | 0.006225 |  |
| LUMENTUM HOLDINGS INC | 0.006076 |  |
| ARGENX SE SPONSORED ADR | 0.005722 |  |
| COCA-COLA CO/THE | 0.005516 |  |
| COHERENT CORP | 0.005489 |  |
| TJX COS INC | 0.005317 |  |
| HOME DEPOT INC | 0.005212 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.005064 |  |
| CLOUDFLARE INC-A | 0.004998 |  |
| Fidelity Securities Lending Cash Central Fund | 0.004878 | ✓ |
| COSTCO WHOLESALE CORP | 0.004607 |  |
| WAYFAIR INC- A | 0.004565 |  |
| ON HOLDING AG | 0.004447 |  |
| SITIME CORP | 0.004317 |  |
| GENERAL ELECTRIC CO | 0.003619 |  |
| ASTERA LABS INC | 0.003529 |  |
| Nokia Oyj ADR | 0.003393 |  |
| UNITED AIRLINES HOLDINGS INC | 0.003186 |  |
| KLA CORP | 0.003122 |  |
| INTUITIVE SURGICAL INC | 0.003088 |  |
| MODERNA INC | 0.003073 |  |
| GE VERNOVA LLC | 0.003066 |  |
| FREEPORT MCMORAN INC | 0.002975 |  |
| REVOLUTION MEDICINES INC | 0.002937 |  |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.002846 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.002826 |  |
| DECKERS OUTDOOR CORP | 0.002737 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002670` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002670/0000035402-26-002670-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002630` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/707823/000003540226002630/0000035402-26-002630-index.htm>

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_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._

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