FSCSX holdings — Select Software and IT Services Portfolio
Select Software and IT Services Portfolio (FSCSX) held 59 positions with net assets of $7.53B as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 59.5% of the fund, led by MSFT, PANW, DDOG.
FSCSX top holdings
- MSFT MICROSOFT CORP — 24.44% ($1.84B)
- PANW PALO ALTO NETWORKS INC — 5.30% ($399M)
- DDOG DATADOG INC — 4.77% ($359M)
- PLTR PALANTIR TECHNOLOGIES INC — 4.08% ($308M)
- CRM SALESFORCE INC — 3.99% ($300M)
- ORCL ORACLE CORP — 3.84% ($289M)
- TWLO TWILIO INC — 3.57% ($269M)
- SNOW SNOWFLAKE INC — 3.39% ($255M)
- SNPS SYNOPSYS INC — 3.25% ($245M)
- APP APPLOVIN CORP — 2.91% ($219M)
- AMZN AMAZON.COM INC — 2.84% ($214M)
- ADSK AUTODESK INC — 2.52% ($190M)
- OKTA OKTA INC — 2.44% ($184M)
- CRWD CROWDSTRIKE HOLDINGS INC — 2.38% ($179M)
- INTU INTUIT INC — 2.03% ($153M)
- RBRK RUBRIK INC — 2.02% ($152M)
- NET CLOUDFLARE INC — 1.96% ($148M)
- MDB MONGODB INC — 1.85% ($140M)
- SHOP SHOPIFY INC — 1.72% ($129M)
- RIOT RIOT PLATFORMS INC — 1.42% ($107M)
- U UNITY SOFTWARE INC — 1.28% ($96.1M)
- KVYO KLAVIYO INC — 1.26% ($94.7M)
- Fidelity Revere Street Trust — 1.18% ($88.9M)
- FIG FIGMA INC — 1.18% ($88.5M)
- CDNS CADENCE DESIGN SYSTEMS INC — 1.10% ($82.7M)
What are FSCSX's top 10 holdings?
MSFT (24.4%), PANW (5.3%), DDOG (4.8%), PLTR (4.1%), CRM (4.0%), ORCL (3.8%), TWLO (3.6%), SNOW (3.4%), SNPS (3.2%), APP (2.9%).
How many stocks are in FSCSX?
Select Software and IT Services Portfolio reported 59 holdings as of May 31, 2026.