Select Semiconductors Portfolio
Registrant
Fidelity Select Portfolios
Class ticker
FSELX
Net Assets
$44,853,417,653
Holdings
28
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 28
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Portfolio coverage: 28 of
82 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | 50,655,580 | $11,183,738,952 | 24.93% | Long | EC | |
| BROADCOM INC | AVGO | 18,081,217 | $6,696,197,904 | 14.93% | Long | EC | |
| MARVELL TECHNOLOGY INC | MRVL | 15,141,531 | $3,204,856,451 | 7.15% | Long | EC | |
| ASTERA LABS INC | ALAB | 7,043,449 | $2,091,763,484 | 4.66% | Long | EC | |
| MONOLITHIC POWER SYSTEMS INC | MPWR | 1,642,848 | $2,082,753,409 | 4.64% | Long | EC | |
| MICRON TECHNOLOGY INC | MU | 2,000,670 | $1,918,102,349 | 4.28% | Long | EC | |
| ON SEMICONDUCTOR CORP | ON | 21,710,146 | $1,608,504,717 | 3.59% | Long | EC | |
| LAM RESEARCH CORP | LRCX | 5,174,379 | $1,560,023,525 | 3.48% | Long | EC | |
| ADVANCED MICRO DEVICES INC | AMD | 2,881,800 | $1,356,520,896 | 3.02% | Long | EC | |
| WESTERN DIGITAL CORP | WDC | 2,900,542 | $1,306,839,198 | 2.91% | Long | EC | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | MTSI | 3,734,864 | $985,369,169 | 2.20% | Long | EC | |
| ARM HOLDINGS LIMITED | ARM | 1,971,247 | $476,864,362 | 1.06% | Long | EC | |
| KLA CORP | KLAC | 2,496,200 | $437,958,290 | 0.98% | Long | EC | |
| ALLEGRO MICROSYSTEMS INC | ALGM | 11,954,087 | $433,335,654 | 0.97% | Long | EC | |
| COHERENT CORP | COHR | 1,396,233 | $387,915,414 | 0.86% | Long | EC | |
| CEREBRAS SYSTEMS INC | CBRS | 1,433,400 | $264,089,616 | 0.59% | Long | EC | |
| SANDISK CORP/DE | SNDK | 161,800 | $253,492,060 | 0.57% | Long | EC | |
| TERADYNE INC | TER | 723,800 | $253,206,954 | 0.56% | Long | EC | |
| TAIWAN SEMICONDUCTOR MFG CO LTD | TSM | 593,700 | $246,575,484 | 0.55% | Long | EC | |
| INTEL CORP | INTC | 2,457,200 | $219,943,972 | 0.49% | Long | EC | |
| ENTEGRIS INC | ENTG | 1,605,218 | $217,169,943 | 0.48% | Long | EC | |
| IMPINJ INC | PI | 1,122,366 | $195,650,841 | 0.44% | Long | EC | |
| SILICON MOTION TECH CORP | SIMO | 499,423 | $123,277,573 | 0.27% | Long | EC | |
| APPLIED MATERIALS INC | AMAT | 176,600 | $80,951,674 | 0.18% | Long | EC | |
| ANALOG DEVICES INC | ADI | 128,400 | $46,498,776 | 0.10% | Long | EC | |
| SKYWORKS SOLUTIONS INC | SWKS | 275,900 | $18,488,059 | 0.04% | Long | EC | |
| SITIME CORP | SITM | 1,670 | $944,251 | 0.00% | Long | EC | |
| WOLFSPEED INC/DE | WOLF | 5,820 | $159,468 | 0.00% | Long | EC |