Holdings of Select Semiconductors Portfolio
Fidelity Select Portfolios · 25 declared positions · as of Feb 28, 2026
Original filing · Net assets 32.7B $ · Ten largest lines: 82.7 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 17 | 26.2B $ | 82.26 % |
| NL | 2 | 3.1B $ | 9.58 % |
| KY | 2 | 1.5B $ | 4.59 % |
| IL | 1 | 846.2M $ | 2.66 % |
| JP | 1 | 246.9M $ | 0.77 % |
| GB | 1 | 34.3M $ | 0.11 % |
| BM | 1 | 10.8M $ | 0.03 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| NVIDIA Corp | 44,390,880 | 7.9B $ | 24.07 % |
| Broadcom Inc | 11,902,817 | 3.8B $ | 11.64 % |
| Marvell Technology Inc | 34,588,407 | 2.8B $ | 8.65 % |
| Micron Technology Inc | 5,565,870 | 2.3B $ | 7.02 % |
| NXP Semiconductors NV | 9,071,300 | 2.1B $ | 6.30 % |
| Monolithic Power Systems Inc | 1,563,767 | 1.8B $ | 5.47 % |
| Lam Research Corp | 7,302,979 | 1.7B $ | 5.23 % |
| ON Semiconductor Corp | 25,441,608 | 1.7B $ | 5.18 % |
| GLOBALFOUNDRIES Inc | 27,432,633 | 1.3B $ | 3.99 % |
| Western Digital Corp | 3,569,436 | 998.4M $ | 3.05 % |
| ASML Holding NV | 683,893 | 992M $ | 3.04 % |
| Nova Ltd | 1,928,080 | 846.2M $ | 2.59 % |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 3,145,164 | 780.4M $ | 2.39 % |
| Astera Labs Inc | 6,347,622 | 754.3M $ | 2.31 % |
| Coherent Corp | 2,481,062 | 642.4M $ | 1.97 % |
| Allegro MicroSystems Inc | 16,389,021 | 597.7M $ | 1.83 % |
| Kioxia Holdings Corp. | 1,817,900 | 246.9M $ | 0.76 % |
| Entegris Inc | 1,605,218 | 212.6M $ | 0.65 % |
| Silicon Motion Technology Corp | 1,228,615 | 158.8M $ | 0.49 % |
| Impinj Inc | 1,122,366 | 137.7M $ | 0.42 % |
| Synaptics Inc | 1,366,828 | 111.3M $ | 0.34 % |
| ARM Holdings PLC | 269,200 | 34.3M $ | 0.11 % |
| Alpha & Omega Semiconductor Ltd | 513,296 | 10.8M $ | 0.03 % |
| Aeva Technologies Inc | 219,560 | 2.9M $ | 0.01 % |
| Wolfspeed Inc | 5,820 | 114.8K $ | 0.00 % |