Holdings
Select Enterprise Technology Services Portfolio
As of May 31, 2026, Select Enterprise Technology Services Portfolio reported 33 positions worth US$1.02B. Largest: Visa Inc., Mastercard Incorporated and International Business Machines Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Visa Inc. | 639K | US$209M | −53,900 | May 31, 2026 |
| Mastercard Incorporated | 326K | US$161M | −52,600 | May 31, 2026 |
| International Business Machines Corporation | 327K | US$97.4M | −76,600 | May 31, 2026 |
| Cloudflare, Inc. | 192K | US$46.5M | −34,700 | May 31, 2026 |
| Snowflake Inc. | 178K | US$45.4M | −21,800 | May 31, 2026 |
| Twilio Inc. | 177K | US$33.8M | −82,600 | May 31, 2026 |
| Block, Inc. | 439K | US$33.2M | +261K | May 31, 2026 |
| Okta, Inc. | 240K | US$29.6M | −30,900 | May 31, 2026 |
| Affirm Holdings, Inc. | 376K | US$27.7M | −49,600 | May 31, 2026 |
| Accenture Plc | 146K | US$27.3M | −25,600 | May 31, 2026 |