0001752724-21-082098.txt : 20210423 0001752724-21-082098.hdr.sgml : 20210423 20210423134211 ACCESSION NUMBER: 0001752724-21-082098 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20210228 FILED AS OF DATE: 20210423 PERIOD START: 20210228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIDELITY SELECT PORTFOLIOS CENTRAL INDEX KEY: 0000320351 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: NPORT-P SEC ACT: 1940 Act SEC FILE NUMBER: 811-03114 FILM NUMBER: 21848719 BUSINESS ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-563-7000 MAIL ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 0000320351 S000007458 Semiconductors Portfolio C000020432 Semiconductors Portfolio FSELX NPORT-P 1 primary_doc.xml NPORT-P false 0000320351 XXXXXXXX S000007458 C000020432 Fidelity Select Portfolios 811-03114 0000320351 Z57125JG1LHEQKDYS630 245 Summer Street Boston 02210 1-800-FIDELITY Select Semiconductors Portfolio S000007458 CUZHCFYWG6U5J50VJI55 2021-02-28 2021-02-28 N 5806180792.90 93559548.94 5712621243.96 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.05000000 N II-VI INC 549300O5C25A0MMHHU33 II-VI INC. 902104108 175000.00000000 NS USD 14752500.00000000 0.258243971899 Long EC CORP US N 1 N N TERADYNE INC C3X4YJ278QNZHRJULN75 TERADYNE INC 880770102 917922.00000000 NS USD 118053948.42000000 2.066546045649 Long EC CORP US N 1 N N N SAMSUNG ELECTRONICS CO LTD 9884007ER46L6N7EI764 SAMSUNG ELECTRONICS CO LTD N/A 603870.00000000 NS 44184630.05000000 0.773456320016 Long EC CORP KR N 1 N N N MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC N/A MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 55405Y100 715100.00000000 NS USD 46016685.00000000 0.805526623153 Long EC CORP US N 1 N N N NOVA MEASURING INSTRUMENTS LTD 529900B2DSWE5V3SC292 NOVA MEASURING INSTRUMENTS LTD N/A 206697.00000000 NS USD 17362548.00000000 0.303933120340 Long EC CORP IL N 1 N N N ASE TECHNOLOGY HOLDING CO LTD 300300GO8QHPMV87NZ73 ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADR 00215W100 1396600.00000000 NS USD 10572262.00000000 0.185068492177 Long EC CORP TW N 1 N N N JABIL INC 5493000CGCQY2OQU7669 JABIL INC 466313103 1702758.00000000 NS USD 73508062.86000000 1.286765912193 Long EC CORP US N 1 N N N ANALOG DEVICES INC GYVOE5EZ4GDAVTU4CQ61 ANALOG DEVICES INC 032654105 455296.00000000 NS USD 70944222.72000000 1.241885636913 Long EC CORP US N 1 N N N TTM TECHNOLOGIES INC 549300SC4BDOIS008048 TTM TECHNOLOGIES INC 87305R109 2295940.00000000 NS USD 32418672.80000000 0.567492074400 Long EC CORP US N 1 N N N ADVANCED MICRO DEVICES INC R2I72C950HOYXII45366 ADVANCED MICRO DEVICES INC 007903107 2227000.00000000 NS USD 188203770.00000000 3.294525612020 Long EC CORP US N 1 N N N LAM RESEARCH CORP 549300I4GMO6D34U1T02 LAM RESEARCH CORP 512807108 549973.00000000 NS USD 311939185.87000000 5.460526307425 Long EC CORP US N 1 N N N SMART GLOBAL HOLDINGS INC 529900RDGHQY8XKXPN14 SMART GLOBAL HLDGS INC CONV 2.25% 02/15/2026 83205YAB0 3590000.00000000 PA USD 4801474.33000000 0.084050283135 Long DBT CORP KY N 2 2026-02-15 Fixed 0.02250000 N N N N Y SMART GLOBAL HOLDINGS INC SMART GLOBAL HOLDINGS INC USD XXXX N N N DIALOG SEMICONDUCTOR PLC 529900QA2LORU6646N15 DIALOG SEMICONDUCTOR PLC (GER) N/A 172700.00000000 NS 13419104.24000000 0.234902747214 Long EC CORP GB N 1 N N N ON SEMICONDUCTOR CORP ZV20P4CNJVT8V1ZGJ064 ON SEMICONDUCTOR CORP 682189105 6976640.00000000 NS USD 280949292.80000000 4.918045163541 Long EC CORP US N 1 N N N FLEX LTD 549300EAQH74YHD07T53 FLEX LTD N/A 1908900.00000000 NS USD 34722891.00000000 0.607827641937 Long EC CORP SG N 1 N N N AMBARELLA INC 254900XN7F4DG0CEKC02 AMBARELLA INC N/A 101700.00000000 NS USD 11440233.00000000 0.200262410396 Long EC CORP KY N 1 N N N NXP SEMICONDUCTORS NV 724500M9BY5293JDF951 NXP SEMICONDUCTORS NV N/A 2097688.00000000 NS USD 382932944.40000000 6.703279073593 Long EC CORP NL N 1 N N N INTEL CORP KNX4USFCNGPY45LOCE31 INTEL CORP 458140100 5476642.00000000 NS USD 332870300.76000000 5.826927544197 Long EC CORP US N 1 N N N MONOLITHIC POWER SYSTEMS INC 529900TB7O85LSZ1XU31 MONOLITHIC POWER SYS INC 609839105 16000.00000000 NS USD 5992320.00000000 0.104896154393 Long EC CORP US N 1 N N N SYNAPTICS INC 549300AJ3LI4FWNRQX29 SYNAPTICS INC 87157D109 266364.00000000 NS USD 35700766.92000000 0.624945456654 Long EC CORP US N 1 N N N MICROCHIP TECHNOLOGY INC 5493007PTFULNYZJ1R12 MICROCHIP TECHNOLOGY 595017104 1836737.00000000 NS USD 280341168.31000000 4.907399884184 Long EC CORP US N 1 N N N XILINX INC 6EY4K7ZMF9UX1CU6KC79 XILINX INC 983919101 829766.00000000 NS USD 108118509.80000000 1.892625209737 Long EC CORP US N 1 N N N SEMTECH CORP 549300J7WUY317SW6O61 SEMTECH CORP 816850101 377500.00000000 NS USD 27674525.00000000 0.484445297843 Long EC CORP US N 1 N N N ALPHA and OMEGA SEMICONDUCTOR LTD 5493001FE7J03YOV2V35 ALPHA and OMEGA SEMICNDTR LTD N/A 742296.00000000 NS USD 26121396.24000000 0.457257625255 Long EC CORP BM N 1 N N N CADENCE DESIGN SYSTEMS INC GCT7RXJOGLXPV0NXZY22 CADENCE DESIGN SYSTEMS INC 127387108 171300.00000000 NS USD 24168717.00000000 0.423075781989 Long EC CORP US N 1 N N N BROADCOM INC 549300WV6GIDOZJTV909 BROADCOM INC 11135F101 555550.00000000 NS USD 261036278.50000000 4.569465878312 Long EC CORP US N 1 N N N ENPHASE ENERGY INC 5493008U7KIGMI59Z314 ENPHASE ENERGY INC 29355A107 285400.00000000 NS USD 50247524.00000000 0.879587878386 Long EC CORP US N 1 N N N DIODES INC 549300XP2X1ARVH3BX23 DIODES INC 254543101 729300.00000000 NS USD 57264636.00000000 1.002423118118 Long EC CORP US N 1 N N N QUALCOMM INC H1J8DDZKZP6H7RWC0H53 QUALCOMM INC 747525103 2202688.00000000 NS USD 299984078.72000000 5.251250974098 Long EC CORP US N 1 N N N TEXAS INSTRUMENTS INC. WDJNR2L6D8RWOEB8T652 TEXAS INSTRUMENTS INC 882508104 1016100.00000000 NS USD 175043547.00000000 3.064154606522 Long EC CORP US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 Fidelity Cash Central Fund 31635A105 71814582.64600000 NS USD 71828945.56000000 1.257372797749 Long STIV RF US N 1 N N N MARVELL TECHNOLOGY GROUP LTD 8DF36O58U3QIHUCGZB18 MARVELL TECHNOLOGY GROUP LTD N/A 5870605.00000000 NS USD 283432809.40000000 4.961519367307 Long EC CORP BM N 1 N N N CIRRUS LOGIC INC. 549300NKSJEM5ZZSSV18 CIRRUS LOGIC INC 172755100 1311560.00000000 NS USD 107259376.80000000 1.877586001582 Long EC CORP US N 1 N N N SMART GLOBAL HOLDINGS INC 529900RDGHQY8XKXPN14 SMART GLOBAL HOLDINGS INC N/A 641000.00000000 NS USD 29928290.00000000 0.523897677124 Long EC CORP KY N 1 N N KLA CORP 549300H0BF5JCG96TJ81 KLA CORP 482480100 301513.00000000 NS USD 93839890.99000000 1.642676574947 Long EC CORP US N 1 N N N MICRON TECHNOLOGY INC B3DXGBC8GAIYWI2Z0172 MICRON TECHNOLOGY INC 595112103 4546760.00000000 NS USD 416164942.80000000 7.285008493080 Long EC CORP US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 Fidelity Securities Lending Cash Central Fund 31635A303 18322797.00700000 NS USD 18324629.29000000 0.320774448496 Long STIV RF US N 1 N N APPLIED MATERIALS INC 41BNNE1AFPNAZELZ6K07 APPLIED MATERIALS INC 038222105 1282500.00000000 NS USD 151578675.00000000 2.653399700886 Long EC CORP US N 1 N N N NVIDIA CORP 549300S4KLFTLO7GSQ80 NVIDIA CORP 67066G104 1963092.00000000 NS USD 1076913009.36000000 18.85146876311 Long EC CORP US N 1 N N N INPHI CORP 549300DCMERAAZFGT726 INPHI CORP 45772F107 391700.00000000 NS USD 64469903.00000000 1.128552029738 Long EC CORP US N 1 N N N ADVANCED ENERGY INDUSTRIES INC 549300756XI3QLFT2U27 ADVANCED ENERGY INDUSTRIES INC 007973100 388464.00000000 NS USD 40575064.80000000 0.710270523236 Long EC CORP US N 1 N N N UNIVERSAL DISPLAY CORP N/A UNIVERSAL DISPLAY CORP 91347P105 266887.00000000 NS USD 56497309.03000000 0.988990983600 Long EC CORP US N 1 N N N MAXLINEAR INC 549300EMOI0SM2IY4F64 MAXLINEAR INC 57776J100 817731.00000000 NS USD 32521161.87000000 0.569286155709 Long EC CORP US N 1 N N 2021-03-30 Stacie M. Smith Stacie M. Smith Stacie M. Smith President and Treasurer