Select Semiconductors Portfolio (FSELX) is an MF managed by Fidelity. Its largest position is NVIDIA CORP (NVDA), representing 24.07% of fund assets.
Select Semiconductors Portfolio Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FSELX
- Type:
- MF
- Manager:
- Fidelity
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
24.07% | $7,865,620,027.20 | 44,390,880 |
|
-
Broadcom Inc.
|
11.64% | $3,803,545,172.35 | 11,902,817 |
|
-
Marvell Technology, Inc.
|
8.65% | $2,825,526,967.83 | 34,588,407 |
|
-
MICRON TECHNOLOGY INC
|
7.02% | $2,295,197,811.90 | 5,565,870 |
|
-
APPLIED MATERIALS INC /DE
|
6.30% | $2,059,275,813.00 | 9,071,300 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
5.47% | $1,786,979,101.58 | 1,563,767 |
|
-
LAM RESEARCH CORP
|
5.23% | $1,708,093,758.31 | 7,302,979 |
|
-
ON SEMICONDUCTOR CORP
|
5.18% | $1,691,358,099.84 | 25,441,608 |
|
-
GLOBALFOUNDRIES Inc.
|
3.99% | $1,304,421,699.15 | 27,432,633 |
|
-
WESTERN DIGITAL CORP
|
3.05% | $998,371,249.20 | 3,569,436 |
|
-
ASML HOLDING NV
|
3.04% | $992,027,830.08 | 683,893 |
|
-
NOVA LTD.
|
2.59% | $846,157,188.80 | 1,928,080 |
|
-
MACOM Technology Solutions Holdings, Inc.
|
2.39% | $780,378,091.68 | 3,145,164 |
|
-
Astera Labs, Inc.
|
2.31% | $754,287,922.26 | 6,347,622 |
|
-
COHERENT CORP.
|
1.97% | $642,421,383.66 | 2,481,062 |
|
-
ALLEGRO MICROSYSTEMS, INC.
|
1.83% | $597,707,595.87 | 16,389,021 |
|
-
FIDELITY REVERE STREET TRUST
|
1.60% | $522,351,099.45 | 522,246,650 |
|
-
APPLIED MATERIALS INC /DE
|
0.76% | $246,903,333.01 | 1,817,900 |
|
-
ENTEGRIS INC
|
0.65% | $212,611,124.10 | 1,605,218 |
|
-
Silicon Motion Technology CORP
|
0.49% | $158,773,916.45 | 1,228,615 |
|
-
IMPINJ INC
|
0.42% | $137,669,413.56 | 1,122,366 |
|
-
SYNAPTICS Inc
|
0.34% | $111,341,808.88 | 1,366,828 |
|
-
APPLIED MATERIALS INC /DE
|
0.15% | $49,924,560.56 | 1,488,952 |
|
-
Cerebras Systems Inc.
|
0.12% | $38,465,542.00 | 432,100 |
|
-
ARM HOLDINGS PLC /UK
|
0.10% | $34,309,540.00 | 269,200 |
|
-
APPLIED MATERIALS INC /DE
|
0.10% | $31,064,526.55 | 1,078,255 |
|
-
Cerebras Systems Inc.
|
0.08% | $27,596,021.96 | 309,998 |
|
-
APPLIED MATERIALS INC /DE
|
0.05% | $14,792,516.69 | 271,273 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $12,755,364.93 | 444,283 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $12,476,127.89 | 12,538,822 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $11,934,208.00 | 166,400 |
|
-
APPLIED MATERIALS INC /DE
|
0.04% | $11,811,881.00 | 1,368,700 |
|
-
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
0.03% | $10,784,348.96 | 513,296 |
|
-
APPLIED MATERIALS INC /DE
|
0.03% | $10,651,236.00 | 144,600 |
|
-
APPLIED MATERIALS INC /DE
|
0.03% | $10,173,546.39 | 1,632,993 |
|
-
APPLIED MATERIALS INC /DE
|
0.03% | $9,788,619.00 | 322,100 |
|
-
APPLIED MATERIALS INC /DE
|
0.03% | $9,707,384.88 | 149,736 |
|
-
APPLIED MATERIALS INC /DE
|
0.02% | $7,159,243.00 | 7,867,300 |
|
-
APPLIED MATERIALS INC /DE
|
0.02% | $5,895,668.97 | 189,999 |
|
-
APPLIED MATERIALS INC /DE
|
0.02% | $5,802,656.00 | 3,894,400 |
|
-
APPLIED MATERIALS INC /DE
|
0.02% | $5,577,909.00 | 585,300 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $4,791,396.24 | 458,946 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $4,282,951.31 | 3,677,300 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $3,063,572.38 | 2,531,878 |
|
-
FIDELITY REVERE STREET TRUST
|
0.01% | $3,014,528.70 | 3,014,227 |
|
-
Aeva Technologies, Inc.
|
0.01% | $2,911,365.60 | 219,560 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $2,624,820.00 | 246,000 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $2,387,438.30 | 42,610 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $2,275,337.61 | 833,457 |
|
-
APPLIED MATERIALS INC /DE
|
0.01% | $2,026,746.00 | 309,900 |
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