FundWatcher
FGJMX
Select Communication Services Portfolio
Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
VERIZON COMMUNICATIONS INC 0 3,079,500 3,079,500 5.26% $154.41M
SAMSUNG ELECTRONICS CO LTD 0 304,110 304,110 1.56% $45.72M
TAIWAN SEMIC MFG CO LTD SP ADR 0 102,800 102,800 1.31% $38.51M
SK HYNIX INC 0 43,780 43,780 1.10% $32.26M
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0 118,100 118,100 1.00% $29.30M
MICRON TECHNOLOGY INC 0 70,600 70,600 0.99% $29.11M
OMNICOM GROUP INC 0 338,200 338,200 0.98% $28.85M
WESTERN DIGITAL CORP 0 92,000 92,000 0.88% $25.73M
FOX CORPORATION B 0 482,800 482,800 0.85% $24.98M
SEAGATE TECHNOLOGY HOLDINGS PLC 0 59,600 59,600 0.83% $24.31M
KIOXIA HOLDINGS 0 139,800 139,800 0.65% $18.99M
CORNING INC 0 62,700 62,700 0.32% $9.43M
MDA SPACE LTD 0 253,800 253,800 0.25% $7.36M
JFROG LTD 0 99,500 99,500 0.14% $3.99M
ZIPLINE INTERNATIONAL INC SER H PC PP 0 46,300 46,300 0.09% $2.60M
ASTRANIS SPACE TECHNOLOGIES CORP SERIES D PC PP 0 127,900 127,900 0.08% $2.46M
DATABRICKS INC SER L PC PP 0 7,000 7,000 0.04% $1.26M
ANTHROPIC PBC SERIES F PC PP 0 4,100 4,100 0.04% $1.06M
CEREBRAS SYSTEMS INC SER G PC PP 0 4,700 4,700 0.01% $418.39K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NETFLIX INC 1,125,100 0 -1,125,100 0.00% -$121.04M
WARNER BROS DISCOVERY INC 3,561,500 0 -3,561,500 0.00% -$85.48M
T-MOBILE US INC 380,200 0 -380,200 0.00% -$79.47M
APPLE INC 246,700 0 -246,700 0.00% -$68.79M
REDDIT INC-A 172,900 0 -172,900 0.00% -$37.43M
PINTEREST INC CL A 1,147,100 0 -1,147,100 0.00% -$29.96M
TENCENT HOLDINGS LTD 285,800 0 -285,800 0.00% -$22.58M
ZILLOW GROUP INC CL A 211,700 0 -211,700 0.00% -$15.32M
PARAMOUNT SKYDANCE CORP 699,900 0 -699,900 0.00% -$11.21M
SNAP INC - A 1,298,800 0 -1,298,800 0.00% -$9.97M
X.AI HOLDINGS CORP SER E PC PP 47,862 0 -47,862 0.00% -$3.12M
GCI LIBERTY INC CL A ESCROW LINE 158,132 0 -158,132 0.00% -$2
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
META PLATFORMS INC CL A 1,014,600 1,059,000 44,400 23.37% $29.01M
Fidelity Securities Lending Cash Central Fund 78,073,652 208,654,394 130,580,742 7.11% $130.59M
AT&T INC 4,672,100 5,854,700 1,182,600 5.58% $42.42M
ECHOSTAR CORP CL A 227,800 1,220,600 992,800 4.80% $124.32M
ROBLOX CORP - A 549,500 949,400 399,900 2.22% $12.97M
AST SPACEMOBILE INC 309,000 753,300 444,300 2.03% $42.29M
ROKU INC CLASS A 368,902 371,402 2,500 1.24% $843.65K
LIONSGATE STUDIOS CORP 1,948,900 3,460,600 1,511,700 1.06% $16.61M
SPOTIFY TECHNOLOGY SA 26,200 39,100 12,900 0.69% $4.44M
FOX CORP CL A 236,500 349,200 112,700 0.67% $4.18M
LUMEN TECHNOLOGIES INC 1,862,500 1,955,300 92,800 0.47% -$1.20M
SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP 4,300 12,458 8,158 0.22% $5.65M
WEBTOON ENTERTAINMENT INC 439,200 460,400 21,200 0.18% -$929.77K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ALPHABET INC CL A 2,265,400 2,210,200 -55,200 23.46% -$36.28M
AMAZON.COM INC 521,500 428,000 -93,500 3.06% -$31.74M
TAKE-TWO INTERACTV SOFTWR INC 309,500 308,800 -700 2.22% -$10.85M
LIVE NATION ENTERTAINMENT INC 299,100 247,100 -52,000 1.36% $748.10K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 417,300 415,000 -2,300 1.29% -$2.04M
MAGNITE INC 1,922,005 1,721,863 -200,142 0.80% -$4.78M
TKO GROUP HOLDINGS INC 176,300 87,700 -88,600 0.67% -$14.55M
Fidelity Cash Central Fund 4,173,396 2,693,461 -1,479,935 0.09% -$1.48M
WALT DISNEY CO/T 866,971 25,371 -841,600 0.09% -$87.88M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
WARBY PARKER INC 782,407 782,407 0 0.67% $4.07M
OPENAI GROUP PBC A PP 6,040 6,040 0 0.14% $1.57M
WAYMO LLC SER C-2 PC PERP PP 21,234 21,234 0 0.12% $1.66M

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