Holdings
Select Communication Services Portfolio
As of May 31, 2026, Select Communication Services Portfolio reported 37 positions worth US$2.81B. Largest: Alphabet Inc (google) Class C, Meta Platforms, Inc. and Take-two Interactive Software, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 2.05M | US$781M | −158K | May 31, 2026 |
| Meta Platforms, Inc. | 1.06M | US$670M | −23 | May 31, 2026 |
| Take-two Interactive Software, Inc. | 432K | US$96.9M | +124K | May 31, 2026 |
| Amazon.com, Inc. | 313K | US$84.8M | −115K | May 31, 2026 |
| Roblox Corporation | 1.75M | US$82.3M | +796K | May 31, 2026 |
| Verizon Communications Inc. | 1.51M | US$72.3M | −1.57M | May 31, 2026 |
| Walt Disney Company (the) | 646K | US$65.8M | +621K | May 31, 2026 |
| Netflix, Inc. | 762K | US$65.6M | new | May 31, 2026 |
| Live Nation Entertainment, Inc. | 381K | US$64.1M | +133K | May 31, 2026 |
| Fox Corporation | 945K | US$60.4M | +157K | May 31, 2026 |