Holdings (Monthly)
Guide ↗
Select Semiconductors Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 67066G104 | Feb 2026 | 44,390,880 | $7.87B | 24.07% | EC |
| 2 | BROADCOM INC | 11135F101 | Feb 2026 | 11,902,817 | $3.80B | 11.64% | EC |
| 3 | MARVELL TECHNOLOGY INC | 573874104 | Feb 2026 | 34,588,407 | $2.83B | 8.65% | EC |
| 4 | MICRON TECHNOLOGY INC | 595112103 | Feb 2026 | 5,565,870 | $2.30B | 7.02% | EC |
| 5 | NXP SEMICONDUCTORS NV | N/A | Feb 2026 | 9,071,300 | $2.06B | 6.30% | EC |
| 6 | MONOLITHIC POWER SYSTEMS INC | 609839105 | Feb 2026 | 1,563,767 | $1.79B | 5.47% | EC |
| 7 | LAM RESEARCH CORP | 512807306 | Feb 2026 | 7,302,979 | $1.71B | 5.23% | EC |
| 8 | ON SEMICONDUCTOR CORP | 682189105 | Feb 2026 | 25,441,608 | $1.69B | 5.18% | EC |
| 9 | GLOBALFOUNDRIES INC | N/A | Feb 2026 | 27,432,633 | $1.30B | 3.99% | EC |
| 10 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 3,569,436 | $998.4M | 3.05% | EC |
| 11 | ASML HOLDING NV | N/A | Feb 2026 | 683,893 | $992.0M | 3.04% | EC |
| 12 | NOVA LTD | N/A | Feb 2026 | 1,928,080 | $846.2M | 2.59% | EC |
| 13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 55405Y100 | Feb 2026 | 3,145,164 | $780.4M | 2.39% | EC |
| 14 | ASTERA LABS INC | 04626A103 | Feb 2026 | 6,347,622 | $754.3M | 2.31% | EC |
| 15 | COHERENT CORP | 19247G107 | Feb 2026 | 2,481,062 | $642.4M | 1.97% | EC |
| 16 | ALLEGRO MICROSYSTEMS INC | 01749D105 | Feb 2026 | 16,389,021 | $597.7M | 1.83% | EC |
| 17 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 522,246,650 | $522.4M | 1.60% | STIV |
| 18 | KIOXIA HOLDINGS CORPORATION | N/A | Feb 2026 | 1,817,900 | $246.9M | 0.76% | EC |
| 19 | ENTEGRIS INC | 29362U104 | Feb 2026 | 1,605,218 | $212.6M | 0.65% | EC |
| 20 | SILICON MOTION TECH CORP | 82706C108 | Feb 2026 | 1,228,615 | $158.8M | 0.49% | EC |
| 21 | IMPINJ INC | 453204109 | Feb 2026 | 1,122,366 | $137.7M | 0.42% | EC |
| 22 | SYNAPTICS INC | 87157D109 | Feb 2026 | 1,366,828 | $111.3M | 0.34% | EC |
| 23 | FRORE SYSTEMS INC | N/A | Feb 2026 | 1,488,952 | $49.9M | 0.15% | EP |
| 24 | CEREBRAS SYSTEMS INC | N/A | Feb 2026 | 432,100 | $38.5M | 0.12% | EP |
| 25 | ARM HOLDINGS LIMITED | 042068205 | Feb 2026 | 269,200 | $34.3M | 0.10% | EC |
| 26 | FRORE SYSTEMS INC | N/A | Feb 2026 | 1,078,255 | $31.1M | 0.10% | EP |
| 27 | CEREBRAS SYSTEMS INC | N/A | Feb 2026 | 309,998 | $27.6M | 0.08% | EP |
| 28 | LIGHTMATTER INC | N/A | Feb 2026 | 271,273 | $14.8M | 0.05% | EP |
| 29 | ALIF SEMICONDUCTOR | N/A | Feb 2026 | 444,283 | $12.8M | 0.04% | EP |
| 30 | TAALAS INC | N/A | Feb 2026 | 12,538,822 | $12.5M | 0.04% | EP |
| 31 | LIGHTMATTER INC | N/A | Feb 2026 | 166,400 | $11.9M | 0.04% | EP |
| 32 | ELEMENT LABS LTD | N/A | Feb 2026 | 1,368,700 | $11.8M | 0.04% | EP |
| 33 | ALPHA and OMEGA SEMICONDUCTOR LTD | N/A | Feb 2026 | 513,296 | $10.8M | 0.03% | EC |
| 34 | TAALAS INC | N/A | Feb 2026 | 144,600 | $10.7M | 0.03% | EP |
| 35 | EMPOWER SEMICONDUCTOR INC | N/A | Feb 2026 | 1,632,993 | $10.2M | 0.03% | EP |
| 36 | ALIF SEMICONDUCTOR | N/A | Feb 2026 | 322,100 | $9.8M | 0.03% | EP |
| 37 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 149,736 | $9.7M | 0.03% | EP |
| 38 | DANGER DEVICES INC | N/A | Feb 2026 | 7,867,300 | $7.2M | 0.02% | EP |
| 39 | DIAMOND FOUNDRY INC | N/A | Feb 2026 | 189,999 | $5.9M | 0.02% | EP |
| 40 | DENSITY AI INC | N/A | Feb 2026 | 3,894,400 | $5.8M | 0.02% | EP |
| 41 | ELEMENT LABS LTD | N/A | Feb 2026 | 585,300 | $5.6M | 0.02% | EP |
| 42 | RETYM INC | N/A | Feb 2026 | 458,946 | $4.8M | 0.01% | EP |
| 43 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 3,677,300 | $4.3M | 0.01% | EP |
| 44 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 3,158,000 | $3.2M | 0.01% | DBT |
| 45 | TAALAS INC | N/A | Feb 2026 | 2,531,878 | $3.1M | 0.01% | EC |
| 46 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 3,014,227 | $3.0M | 0.01% | STIV |
| 47 | AEVA TECHNOLOGIES INC | 00835Q202 | Feb 2026 | 219,560 | $2.9M | 0.01% | EC |
| 48 | LYTE AI INC | N/A | Feb 2026 | 246,000 | $2.6M | 0.01% | EP |
| 49 | LIGHTMATTER INC | N/A | Feb 2026 | 42,610 | $2.4M | 0.01% | EP |
| 50 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | $2.3M | 0.01% | EC |
| 51 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 309,900 | $2.0M | 0.01% | EP |
| 52 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | $1.8M | 0.01% | EC |
| 53 | RETYM INC | N/A | Feb 2026 | 113,854 | $1.3M | 0.00% | EP |
| 54 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 163,147 | $1.2M | 0.00% | EP |
| 55 | AKEANA | N/A | Feb 2026 | 85,500 | $1.1M | 0.00% | EP |
| 56 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 17,041 | $1.0M | 0.00% | EP |
| 57 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 504,696 | $662K | 0.00% | EP |
| 58 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 8,522 | $531K | 0.00% | EP |
| 59 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | $508K | 0.00% | EC |
| 60 | MENLO MICRO INC | N/A | Feb 2026 | 739,500 | $407K | 0.00% | EP |
| 61 | WOLFSPEED INC/DE | 97785W106 | Feb 2026 | 5,820 | $115K | 0.00% | EC |
| 62 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | $25K | 0.00% | EC |
| 63 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | $8 | 0.00% | EC |