# EDGAR Filing Document

**Accession Number:** 0000320351
**File Stem:** 0000035402-26-002680
**Filing Date:** 2026-4
**Character Count:** 25632
**Document Hash:** f4ad7900b0230e8fad57a6e96035ae6e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000035402-26-002680.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0000035402-26-002680

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260228

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260424

**PERIOD START**: 20260228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FIDELITY SELECT PORTFOLIOS
- **CENTRAL INDEX KEY:** 0000320351

**ORGANIZATION NAME:**
- **EIN:** 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:** 26895581

**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

## Series and Classes Contracts Data

### Semiconductors Portfolio (Series ID: S000007458)

| Class ID   | Class Name               | Ticker Symbol   |
|:---|:---|:---|
| C000020432 | Semiconductors Portfolio | FSELX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Fidelity Select Portfolios

- **b. Investment Company Act file number:** 811-03114

- **c. CIK number of Registrant:** 0000320351

- **d. LEI of Registrant:** Z57125JG1LHEQKDYS630

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 245 Summer Street

  - **City:** Boston

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 02210

  - **Telephone number:** 1-800-FIDELITY

**Item A.2. Information about the Series.**

- **a. Name of Series:** Select Semiconductors Portfolio

- **b. EDGAR series identifier (if any):** S000007458

- **c. LEI of Series:** CUZHCFYWG6U5J50VJI55

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2026-02-28

- **b. Date as of which information is reported:** 2026-02-28

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $32702937619.11

**Total Liabilities:** $20131229.80

**Net Assets:** $32682806389.31

**Cash Not Reported:** $985552.78

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000020432 | 1.54%                | 11.54%               | -0.66%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $81765200.03             | $332168578.00                              |
| Month 2  | $255235317.70            | $3089154719.82                             |
| Month 3  | $615313238.14            | $-824868752.73                             |

### Schedule of Portfolio Investments

| Name                                    | Title                                                      | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)    | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| ASML HOLDING NV                         | ASML HLDG NV (NY REG SHS) NEW YORK REGISTERED SHARES       | CUSIP: N/A<br>LEI: 724500Y6DUVHQD6OXN27       | Long             | EC               | CORP              | NL        |    683893 | NS      | $992027830.08  | 3.04%             |  |  |  | No            |                  1 | On Loan: No      |
| ENTEGRIS INC                            | ENTEGRIS INC                                               | CUSIP: 29362U104<br>LEI: IYX6OWO7BT5DKO3BYG52 | Long             | EC               | CORP              | US        |   1605218 | NS      | $212611124.10  | 0.65%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust            | Fidelity Cash Central Fund                                 | CUSIP: 31635A105<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        | 522246650 | NS      | $522351099.45  | 1.60%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust            | Fidelity Securities Lending Cash Central Fund              | CUSIP: 31635A303<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |   3014227 | NS      | $3014528.70    | 0.01%             |  |  |  | No            |                  1 | On Loan: No      |
| ALPHA and OMEGA SEMICONDUCTOR LTD       | ALPHA and OMEGA SEMICNDTR LTD                              | CUSIP: N/A<br>LEI: 5493001FE7J03YOV2V35       | Long             | EC               | CORP              | BM        |    513296 | NS      | $10784348.96   | 0.03%             |  |  |  | No            |                  1 | On Loan: No      |
| NXP SEMICONDUCTORS NV                   | NXP SEMICONDUCTORS NV                                      | CUSIP: N/A<br>LEI: 724500M9BY5293JDF951       | Long             | EC               | CORP              | NL        |   9071300 | NS      | $2059275813.00 | 6.30%             |  |  |  | No            |                  1 | On Loan: No      |
| LAM RESEARCH CORP                       | LAM RESEARCH CORP                                          | CUSIP: 512807306<br>LEI: 549300I4GMO6D34U1T02 | Long             | EC               | CORP              | US        |   7302979 | NS      | $1708093758.31 | 5.23%             |  |  |  | No            |                  1 | On Loan: No      |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC                    | CUSIP: 55405Y100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   3145164 | NS      | $780378091.68  | 2.39%             |  |  |  | No            |                  1 | On Loan: No      |
| MICRON TECHNOLOGY INC                   | MICRON TECHNOLOGY INC                                      | CUSIP: 595112103<br>LEI: B3DXGBC8GAIYWI2Z0172 | Long             | EC               | CORP              | US        |   5565870 | NS      | $2295197811.90 | 7.02%             |  |  |  | No            |                  1 | On Loan: No      |
| MONOLITHIC POWER SYSTEMS INC            | MONOLITHIC POWER SYS INC                                   | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |   1563767 | NS      | $1786979101.58 | 5.47%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA CORP                             | NVIDIA CORP                                                | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |  44390880 | NS      | $7865620027.20 | 24.07%            |  |  |  | No            |                  1 | On Loan: No      |
| NOVA LTD                                | NOVA MEASURING INSTRUMENTS LTD                             | CUSIP: N/A<br>LEI: 529900B2DSWE5V3SC292       | Long             | EC               | CORP              | IL        |   1928080 | NS      | $846157188.80  | 2.59%             |  |  |  | No            |                  1 | On Loan: No      |
| ON SEMICONDUCTOR CORP                   | ON SEMICONDUCTOR CORP                                      | CUSIP: 682189105<br>LEI: ZV20P4CNJVT8V1ZGJ064 | Long             | EC               | CORP              | US        |  25441608 | NS      | $1691358099.84 | 5.18%             |  |  |  | No            |                  1 | On Loan: No      |
| SILICON MOTION TECH CORP                | SILICON MOTION TECH CORP ADR                               | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | KY        |   1228615 | NS      | $158773916.45  | 0.49%             |  |  |  | No            |                  1 | On Loan: No      |
| SYNAPTICS INC                           | SYNAPTICS INC                                              | CUSIP: 87157D109<br>LEI: 549300AJ3LI4FWNRQX29 | Long             | EC               | CORP              | US        |   1366828 | NS      | $111341808.88  | 0.34%             |  |  |  | No            |                  1 | On Loan: —       |
| COHERENT CORP                           | COHERENT CORP                                              | CUSIP: 19247G107<br>LEI: 549300O5C25A0MMHHU33 | Long             | EC               | CORP              | US        |   2481062 | NS      | $642421383.66  | 1.97%             |  |  |  | No            |                  1 | On Loan: No      |
| WESTERN DIGITAL CORP                    | WESTERN DIGITAL CORP                                       | CUSIP: 958102105<br>LEI: 549300QQXOOYEF89IC56 | Long             | EC               | CORP              | US        |   3569436 | NS      | $998371249.20  | 3.05%             |  |  |  | No            |                  1 | On Loan: No      |
| IMPINJ INC                              | IMPINJ INC                                                 | CUSIP: 453204109<br>LEI: 549300M26VGKSMMWWN17 | Long             | EC               | CORP              | US        |   1122366 | NS      | $137669413.56  | 0.42%             |  |  |  | No            |                  1 | On Loan: —       |
| BROADCOM INC                            | BROADCOM INC                                               | CUSIP: 11135F101<br>LEI: 549300WV6GIDOZJTV909 | Long             | EC               | CORP              | US        |  11902817 | NS      | $3803545172.35 | 11.64%            |  |  |  | No            |                  1 | On Loan: No      |
| AEVA TECHNOLOGIES INC                   | AEVA TECHNOLOGIES INC                                      | CUSIP: 00835Q202<br>LEI: 529900EOW3TB2FR95A21 | Long             | EC               | CORP              | US        |    219560 | NS      | $2911365.60    | 0.01%             |  |  |  | No            |                  1 | On Loan: —       |
| KIOXIA HOLDINGS CORPORATION             | KIOXIA HOLDINGS CORPORATION                                | CUSIP: N/A<br>LEI: 35380080RTKRARNH4R73       | Long             | EC               | CORP              | JP        |   1817900 | NS      | $246903333.01  | 0.76%             |  |  |  | No            |                  1 | On Loan: No      |
| ALLEGRO MICROSYSTEMS INC                | ALLEGRO MICROSYSTEMS INC                                   | CUSIP: 01749D105<br>LEI: 54930004TGPV6DR3LE12 | Long             | EC               | CORP              | US        |  16389021 | NS      | $597707595.87  | 1.83%             |  |  |  | No            |                  1 | On Loan: No      |
| DIAMOND FOUNDRY INC                     | DIAMOND FOUNDRY INC SER C PC PP                            | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    189999 | NS      | $5895668.97    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| MARVELL TECHNOLOGY INC                  | MARVELL TECHNOLOGY INC                                     | CUSIP: 573874104<br>LEI: 254900WVU0BM7ZCJ9E93 | Long             | EC               | CORP              | US        |  34588407 | NS      | $2825526967.83 | 8.65%             |  |  |  | No            |                  1 | On Loan: No      |
| SIMA TECHNOLOGIES INC                   | SIMA TECHNOLOGIES INC SER B PC PP                          | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    309900 | NS      | $2026746.00    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ASTERA LABS INC                         | ASTERA LABS INC                                            | CUSIP: 04626A103<br>LEI: 529900LJL8TUEGF7HG20 | Long             | EC               | CORP              | US        |   6347622 | NS      | $754287922.26  | 2.31%             |  |  |  | No            |                  1 | On Loan: No      |
| GLOBALFOUNDRIES INC                     | GLOBALFOUNDRIES INC                                        | CUSIP: N/A<br>LEI: 549300BA76VK784VMX48       | Long             | EC               | CORP              | KY        |  27432633 | NS      | $1304421699.15 | 3.99%             |  |  |  | No            |                  1 | On Loan: No      |
| MENLO MICRO INC                         | MENLO MICROSYSTEMS INC SER C PC PP                         | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    739500 | NS      | $406725.00     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ALIF SEMICONDUCTOR                      | ALIF SEMICONDUCTOR SER C PP                                | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    444283 | NS      | $12755364.93   | 0.04%             |  |  |  | Yes           |                  3 | On Loan: No      |
| SIMA TECHNOLOGIES INC                   | SIMA TECHNOLOGIES INC SER B-1 PC PP                        | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    163147 | NS      | $1238285.73    | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| RETYM INC                               | RETYM INC SER C PC PP                                      | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    458946 | NS      | $4791396.24    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| LIGHTMATTER INC                         | LIGHTMATTER INC SER C-1 PC PP                              | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    271273 | NS      | $14792516.69   | 0.05%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ARM HOLDINGS LIMITED                    | ARM HOLDINGS LTD                                           | CUSIP: 042068205<br>LEI: 2138001E66EELTE7Y904 | Long             | EC               | CORP              | GB        |    269200 | NS      | $34309540.00   | 0.10%             |  |  |  | No            |                  1 | On Loan: No      |
| TENSTORRENT HOLDINGS INC                | TENSTORRENT HOLDINGS INC SER C-1 PC PP                     | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |     17041 | NS      | $1036433.62    | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| LIGHTMATTER INC                         | LIGHTMATTER INC SER C-2 PC PP                              | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |     42610 | NS      | $2387438.30    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| AKEANA                                  | AKEANA SER C PC PP                                         | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |     85500 | NS      | $1058490.00    | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| SIMA TECHNOLOGIES INC                   | SIMA TECHNOLOGIES INC CONV 10% 12/31/2027 P/P              | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    504696 | PA      | $662463.97     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| FRORE SYSTEMS INC                       | FRORE SYSTEMS INC SER C PC PP                              | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |   1078255 | NS      | $31064526.55   | 0.10%             |  |  |  | Yes           |                  3 | On Loan: No      |
| TENSTORRENT HOLDINGS INC                | TENSTORRENT HOLDINGS INC SER D-1 PC PP                     | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    149736 | NS      | $9707384.88    | 0.03%             |  |  |  | Yes           |                  3 | On Loan: No      |
| TENSTORRENT HOLDINGS INC                | TENSTORRENT HOLDINGS INC SER D-2 PC PP                     | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |      8522 | NS      | $531261.48     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| LYTE AI INC                             | LYTE AI INC SER B PC PP                                    | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    246000 | NS      | $2624820.00    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| LIGHTMATTER INC                         | LIGHTMATTER INC SERIES D PC PP                             | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    166400 | NS      | $11934208.00   | 0.04%             |  |  |  | Yes           |                  3 | On Loan: No      |
| RETYM INC                               | RETYM INC SER D PC PP                                      | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    113854 | NS      | $1253532.54    | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ELEMENT LABS LTD                        | ELEMENT LABS LTD SER A PC PP                               | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | IL        |   1368700 | NS      | $11811881.00   | 0.04%             |  |  |  | Yes           |                  3 | On Loan: No      |
| TAALAS INC                              | TAALAS INC SER B PC PP                                     | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | CA        |    144600 | NS      | $10651236.00   | 0.03%             |  |  |  | Yes           |                  3 | On Loan: No      |
| DANGER DEVICES INC                      | DANGER DEVICES INC SER B PC PP                             | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |   7867300 | NS      | $7159243.00    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ALIF SEMICONDUCTOR                      | ALIF SEMICONDUCTOR SER D PP                                | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    322100 | NS      | $9788619.00    | 0.03%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ELEMENT LABS LTD                        | ELEMENT LABS LTD SER B PC PP                               | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | IL        |    585300 | NS      | $5577909.00    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| EMPOWER SEMICONDUCTOR INC               | EMPOWER SEMICONDUCTOR INC SER D PC PP                      | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |   1632993 | NS      | $10173546.39   | 0.03%             |  |  |  | Yes           |                  3 | On Loan: No      |
| SIMA TECHNOLOGIES INC                   | SIMA TECHNOLOGIES INC CONV 7.5% 12/31/2027 P/P             | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |   3677300 | PA      | $4282951.31    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CEREBRAS SYSTEMS INC                    | CEREBRAS SYSTEMS INC SER G PC PP                           | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    432100 | NS      | $38465542.00   | 0.12%             |  |  |  | Yes           |                  3 | On Loan: No      |
| WOLFSPEED INC/DE                        | WOLFSPEED INC/DE                                           | CUSIP: 97785W106<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      5820 | NS      | $114770.40     | 0.00%             |  |  |  | No            |                  1 | On Loan: No      |
| DENSITY AI INC                          | DENSITY AI INC SEED PC PP                                  | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |   3894400 | NS      | $5802656.00    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| TAALAS INC                              | TAALAS INC WT PP                                           | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | CA        |   2531878 | NS      | $3063572.38    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| TAALAS INC                              | TAALAS INC 0% PERP PP                                      | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | CA        |  12538822 | PA      | $12476127.89   | 0.04%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC SHAREHOLDER REPRESENTATIVE ESCROW LINE PP | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |    833457 | NS      | $8.33          | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC HOLDBACK ADJUSTMENT ESCROW LINE PP        | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |    833457 | NS      | $25003.71      | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC CVR (MILESTONE 1) 02/03/2029 PP           | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |    833457 | NS      | $2275337.61    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC CVR (MILESTONE 2) 02/03/2029 PP           | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |    833457 | NS      | $1750259.70    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC CVR (MILESTONE 3) 02/03/2029 PP           | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |    833457 | NS      | $508408.77     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CEREBRAS SYSTEMS INC                    | CEREBRAS SYSTEMS INC SER H PC PP                           | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    309998 | NS      | $27596021.96   | 0.08%             |  |  |  | Yes           |                  3 | On Loan: No      |
| FRORE SYSTEMS INC                       | FRORE SYSTEMS, INC. SER D PC PP                            | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |   1488952 | NS      | $49924560.56   | 0.15%             |  |  |  | Yes           |                  3 | On Loan: No      |
| TENSTORRENT HOLDINGS INC                | TENSTORRENT HOLDINGS INC CONV 15% 12/31/2026 PP            | CUSIP: N/A<br>LEI: N/A                        | Long             | DBT              | CORP              | US        |   3158000 | PA      | $3156736.80    | 0.01%             | 2026-12-31      | Fixed         | 0.15%                 | Yes           |                  3 | On Loan: No      |

### Signature

**Date Signed:** 2026-03-30

**Name of Applicant:** Stacie M. Smith

**Signature:** Stacie M. Smith

**Name of Signer:** Stacie M. Smith

**Title:** President and Treasurer