# EDGAR Filing Document

**Accession Number:** 0000320351
**File Stem:** 0000035402-25-001459
**Filing Date:** 2025-10
**Character Count:** 22137
**Document Hash:** 1183616fb86a30302898276d327cf469
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000035402-25-001459.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0000035402-25-001459

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250831

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**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:** 251424517

**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:** 2025-08-31

**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:** $23363293339.82

**Total Liabilities:** $184297091.77

**Net Assets:** $23178996248.05

**Cash Not Reported:** $595123.36

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000020432 | 16.94%               | 5.40%                | 0.16%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $321350366.83            | $2822867679.61                             |
| Month 2  | $87612871.00             | $1101629908.59                             |
| Month 3  | $24438313.57             | $18029519.53                               |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| COHERENT CORP                           | COHERENT CORP                                  | CUSIP: 19247G107<br>LEI: 549300O5C25A0MMHHU33 | Long             | EC               | CORP              | US        |    653962 | NS      | $59163942.14   | 0.26%             |  |  |  | No            |                  1 | 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      | $11450311.92   | 0.05%             |  |  |  | Yes           |                  3 | 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      | $1967865.00    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC        | CUSIP: 55405Y100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   3041164 | NS      | $389725166.60  | 1.68%             |  |  |  | No            |                  1 | On Loan: No      |
| NOVA LTD                                | NOVA MEASURING INSTRUMENTS LTD                 | CUSIP: N/A<br>LEI: 529900B2DSWE5V3SC292       | Long             | EC               | CORP              | IL        |   1928080 | NS      | $507740587.20  | 2.19%             |  |  |  | No            |                  1 | On Loan: —       |
| LYTE AI INC                             | LYTE AI INC SER B PC PP                        | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    246000 | NS      | $2787180.00    | 0.01%             |  |  |  | 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      | $5138934.00    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ADVANCED MICRO DEVICES INC              | ADVANCED MICRO DEVICES INC                     | CUSIP: 007903107<br>LEI: R2I72C950HOYXII45366 | Long             | EC               | CORP              | US        |   1430100 | NS      | $232577163.00  | 1.00%             |  |  |  | No            |                  1 | On Loan: No      |
| LAM RESEARCH CORP                       | LAM RESEARCH CORP                              | CUSIP: 512807306<br>LEI: 549300I4GMO6D34U1T02 | Long             | EC               | CORP              | US        |  10240657 | NS      | $1025601798.55 | 4.42%             |  |  |  | No            |                  1 | 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      | $1212182.21    | 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      | $10852608.00   | 0.05%             |  |  |  | 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      | $7986258.00    | 0.03%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ON SEMICONDUCTOR CORP                   | ON SEMICONDUCTOR CORP                          | CUSIP: 682189105<br>LEI: ZV20P4CNJVT8V1ZGJ064 | Long             | EC               | CORP              | US        |  23719190 | NS      | $1176234632.10 | 5.07%             |  |  |  | No            |                  1 | On Loan: No      |
| ALIF SEMICONDUCTOR                      | ALIF SEMICONDUCTOR SER C PP                    | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    444283 | NS      | $11751285.35   | 0.05%             |  |  |  | Yes           |                  3 | On Loan: No      |
| IMPINJ INC                              | IMPINJ INC                                     | CUSIP: 453204109<br>LEI: 549300M26VGKSMMWWN17 | Long             | EC               | CORP              | US        |   1410366 | NS      | $264401314.02  | 1.14%             |  |  |  | No            |                  1 | On Loan: —       |
| WOLFSPEED INC                           | WOLFSPEED INC                                  | CUSIP: 977852102<br>LEI: 549300OGU88P3AW3TO93 | Long             | EC               | CORP              | US        |    418400 | NS      | $518816.00     | 0.00%             |  |  |  | No            |                  1 | On Loan: —       |
| NXP SEMICONDUCTORS NV                   | NXP SEMICONDUCTORS NV                          | CUSIP: N/A<br>LEI: 724500M9BY5293JDF951       | Long             | EC               | CORP              | NL        |   7127988 | NS      | $1674007981.80 | 7.22%             |  |  |  | No            |                  1 | 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        |    483014 | PA      | $576235.70     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| WESTERN DIGITAL CORP                    | WESTERN DIGITAL CORP                           | CUSIP: 958102105<br>LEI: 549300QQXOOYEF89IC56 | Long             | EC               | CORP              | US        |   8536415 | NS      | $685815581.10  | 2.96%             |  |  |  | No            |                  1 | 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      | $627986.18     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| MONOLITHIC POWER SYSTEMS INC            | MONOLITHIC POWER SYS INC                       | CUSIP: 609839105<br>LEI: 529900TB7O85LSZ1XU31 | Long             | EC               | CORP              | US        |   1405922 | NS      | $1175013370.72 | 5.07%             |  |  |  | No            |                  1 | On Loan: No      |
| ASTERA LABS INC                         | ASTERA LABS INC                                | CUSIP: 04626A103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   4513058 | NS      | $822279167.60  | 3.55%             |  |  |  | No            |                  1 | 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      | $2081072.40    | 0.01%             |  |  |  | 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    | 0.03%             |  |  |  | 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      | $17974510.85   | 0.08%             |  |  |  | Yes           |                  3 | 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      | $1227292.82    | 0.01%             |  |  |  | Yes           |                  3 | On Loan: No      |
| SYNAPTICS INC                           | SYNAPTICS INC                                  | CUSIP: 87157D109<br>LEI: 549300AJ3LI4FWNRQX29 | Long             | EC               | CORP              | US        |   1366828 | NS      | $95486604.08   | 0.41%             |  |  |  | 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      |
| MARVELL TECHNOLOGY INC                  | MARVELL TECHNOLOGY INC                         | CUSIP: 573874104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |  16815895 | NS      | $1057131239.18 | 4.56%             |  |  |  | No            |                  1 | On Loan: No      |
| ALLEGRO MICROSYSTEMS INC                | ALLEGRO MICROSYSTEMS INC                       | CUSIP: 01749D105<br>LEI: 54930004TGPV6DR3LE12 | Long             | EC               | CORP              | US        |  13589321 | NS      | $419230552.85  | 1.81%             |  |  |  | No            |                  1 | On Loan: —       |
| LIGHTMATTER INC                         | LIGHTMATTER INC SER C-1 PC PP                  | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    271273 | NS      | $12795947.41   | 0.06%             |  |  |  | Yes           |                  3 | 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      | $14767525.92   | 0.06%             |  |  |  | No            |                  1 | On Loan: —       |
| KIOXIA HOLDINGS CORPORATION             | KIOXIA HOLDINGS CORPORATION                    | CUSIP: N/A<br>LEI: 35380080RTKRARNH4R73       | Long             | EC               | CORP              | JP        |   5007400 | NS      | $86320984.43   | 0.37%             |  |  |  | No            |                  2 | On Loan: —       |
| AEVA TECHNOLOGIES INC                   | AEVA TECHNOLOGIES INC                          | CUSIP: 00835Q202<br>LEI: 529900EOW3TB2FR95A21 | Long             | EC               | CORP              | US        |    219560 | NS      | $3250585.80    | 0.01%             |  |  |  | No            |                  1 | On Loan: No      |
| AKEANA                                  | AKEANA SER C PC PP                             | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |     85500 | NS      | $1126890.00    | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| SILICON MOTION TECH CORP                | SILICON MOTION TECH CORP ADR                   | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | KY        |   1220400 | NS      | $97241472.00   | 0.42%             |  |  |  | No            |                  1 | 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      | $3783206.24    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| BROADCOM INC                            | BROADCOM INC                                   | CUSIP: 11135F101<br>LEI: 549300WV6GIDOZJTV909 | Long             | EC               | CORP              | US        |  11457052 | NS      | $3407212694.28 | 14.70%            |  |  |  | No            |                  1 | On Loan: No      |
| GLOBALFOUNDRIES INC                     | GLOBALFOUNDRIES INC                            | CUSIP: N/A<br>LEI: 549300BA76VK784VMX48       | Long             | EC               | CORP              | KY        |  23849360 | NS      | $796330130.40  | 3.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust            | Fidelity Cash Central Fund                     | CUSIP: 31635A105<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        | 141790779 | NS      | $141819137.36  | 0.61%             |  |  |  | No            |                  1 | On Loan: No      |
| TAIWAN SEMICONDUCTOR MFG CO LTD         | TAIWAN SEMIC MFG CO LTD SP ADR                 | CUSIP: 874039100<br>LEI: 549300KB6NK5SBD14S87 | Long             | EC               | CORP              | TW        |   5600939 | NS      | $1293088786.93 | 5.58%             |  |  |  | No            |                  1 | On Loan: No      |
| ALIF SEMICONDUCTOR                      | ALIF SEMICONDUCTOR SER D PP                    | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    322100 | NS      | $9070336.00    | 0.04%             |  |  |  | Yes           |                  3 | 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      | $5012173.62    | 0.02%             |  |  |  | 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      | $10812730.00   | 0.05%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC SER A PC PP                   | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    169279 | NS      | $3091034.54    | 0.01%             |  |  |  | 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      | $1252394.00    | 0.01%             |  |  |  | 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      | $4786806.78    | 0.02%             |  |  |  | Yes           |                  3 | On Loan: No      |
| MICRON TECHNOLOGY INC                   | MICRON TECHNOLOGY INC                          | CUSIP: 595112103<br>LEI: B3DXGBC8GAIYWI2Z0172 | Long             | EC               | CORP              | US        |  10673777 | NS      | $1270286200.77 | 5.48%             |  |  |  | No            |                  1 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC P/P                           | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |     26549 | NS      | $484784.74     | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| Fidelity Revere Street Trust            | Fidelity Securities Lending Cash Central Fund  | CUSIP: 31635A303<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        | 171825884 | NS      | $171843066.86  | 0.74%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA CORP                             | NVIDIA CORP                                    | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |  35595980 | NS      | $6200107796.40 | 26.75%            |  |  |  | No            |                  1 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC SER C-1 PC PP                 | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    510250 | NS      | $9317165.00    | 0.04%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CELESTIAL AI INC                        | CELESTIAL AI INC SER B PC PP                   | CUSIP: N/A<br>LEI: N/A                        | Long             | EP               | CORP              | US        |    127379 | NS      | $2325940.54    | 0.01%             |  |  |  | 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      | $13112933.79   | 0.06%             |  |  |  | Yes           |                  3 | On Loan: No      |
| ENTEGRIS INC                            | ENTEGRIS INC                                   | CUSIP: 29362U104<br>LEI: IYX6OWO7BT5DKO3BYG52 | Long             | EC               | CORP              | US        |   1605218 | NS      | $134420955.32  | 0.58%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-09-30

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

**Signature:** Stacie M. Smith

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

**Title:** President and Treasurer