FSELX holdings (2026)
Holdings as of Aug 31, 2026, the fund’s latest SEC filing; weights are ChartRow estimates at today’s prices.
Holdings 54 · Top 10 77% · Largest NVDA 22.0% · Median P/E 45.3 · Yield 0.41% · Avg cap $1.39T
Top 10 holdings#
Data provided bySource: Twelve DataSector weights#
Sectors · Technology 92.6% · Industrials 0.6% · all 3
- Technology 92.6%
- Not on ChartRow 6.8%
- Industrials 0.6%
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FSELX holdings by weight#
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FSELX's holdings, ranked by weight, highest first: a table of est. weight, price, 1D, YTD total, 1Y total and mkt cap / AUM.
| Company | ||||||
|---|---|---|---|---|---|---|
| NVDANVIDIA | 22.02% | $162.85 | -2.01% | -12.5% | ||
| AVGOBroadcom | 16.75% | $347.01 | -4.76% | +0.8% | ||
| MRVLMarvell Technology | 6.34% | $156.76 | -4.68% | +84.8% | ||
| MPWRMonolithic Power Systems | 6.10% | $1,390.54 | -3.93% | +54.2% | ||
| ASMLASML Holding | 5.01% | $1,495.16 | -0.13% | +40.6% | ||
| ALABAstera Labs | 4.17% | $221.83 | -2.62% | +33.3% | ||
| MUMicron Technology | 4.16% | $778.31 | -2.52% | +172.9% | ||
| ONON Semiconductor | 4.12% | $71.06 | -3.62% | +31.2% | ||
| AMDAdvanced Micro Devices | 4.11% | $534.06 | -8.75% | +149.4% | ||
| NXP SEMICONDUCTORS NV | 3.84% | — | — | — | ||
| GFSGlobalFoundries | 3.12% | $41.47 | -2.70% | +19.2% | ||
| LRCXLam Research | 3.12% | $225.92 | -3.36% | +32.4% | ||
| MTSIMACOM Technology Solutions Holdings | 2.31% | $232.06 | -5.57% | +35.5% | ||
| WDCWestern Digital | 2.29% | $295.65 | -5.00% | +71.8% | ||
| NVMINova | 1.34% | $317.86 | -2.99% | -3.2% | ||
| KIOXIA HOLDINGS CORPORATION | 1.30% | — | — | — | ||
| KLACKLA | 1.02% | $152.32 | -3.17% | +25.8% | ||
| ARMArm Holdings | 1.00% | $190.53 | -4.63% | +74.3% | ||
| ALGMAllegro MicroSystems | 0.96% | $30.13 | -4.98% | +14.2% | ||
| COHRCoherent | 0.81% | $218.15 | -6.00% | +18.2% | ||
| TSMTaiwan Semiconductor Manufacturing | 0.63% | $398.73 | -1.67% | +32.2% | ||
| ENTGEntegris | 0.63% | $147.41 | -3.79% | +75.5% | ||
| CBRSCerebras Systems | 0.63% | $108.72 | +11.22% | — | ||
| PIImpinj | 0.50% | $168.54 | -3.87% | -3.1% | ||
| TERTeradyne | 0.48% | $249.55 | -5.38% | +29.1% | ||
| ELEMENT LABS LTD | 0.42% | — | — | — | ||
| INTCIntel | 0.39% | $59.66 | -2.52% | +61.7% | ||
| SNDKSandisk | 0.38% | $885.01 | -5.59% | +272.8% | ||
| SIMOSilicon Motion Technology ADR | 0.23% | $169.45 | -5.60% | +84.8% | ||
| FRORE SYSTEMS INC | 0.22% | — | — | — | ||
| DENSITY AI INC | 0.21% | — | — | — | ||
| NEARFIELD INSTRUMENTS BV | 0.19% | — | — | — | ||
| AMATApplied Materials | 0.17% | $370.50 | -2.74% | +44.7% | ||
| CRDOCredo Technology Group Holding | 0.16% | $131.51 | -5.94% | -8.6% | ||
| ADIAnalog Devices | 0.14% | $397.97 | -2.77% | +48.1% | ||
| TAALAS INC | 0.12% | — | — | — | ||
| LIGHTMATTER INC | 0.08% | — | — | — | ||
| XSIGHT LABS LTD | 0.07% | — | — | — | ||
| ALIF SEMICONDUCTOR | 0.07% | — | — | — | ||
| SWKSSkyworks Solutions | 0.07% | $89.94 | -0.10% | +44.8% | ||
| TENSTORRENT HOLDINGS INC | 0.05% | — | — | — | ||
| SIMA TECHNOLOGIES INC | 0.05% | — | — | — | ||
| SKHYSK hynix ADR | 0.05% | $131.79 | -4.30% | — | ||
| LYTE AI INC | 0.05% | — | — | — | ||
| MENLO MICRO INC | 0.02% | — | — | — | ||
| DANGER DEVICES INC | 0.02% | — | — | — | ||
| RETYM INC | 0.02% | — | — | — | ||
| DIAMOND FOUNDRY INC | 0.02% | — | — | — | ||
| ALPHA and OMEGA SEMICONDUCTOR LTD | 0.02% | — | — | — | ||
| CELESTIAL AI INC | 0.02% | — | — | — | ||
| AKEANA | 0.00% | — | — | — | ||
| SITMSiTime | 0.00% | $444.54 | -5.53% | +25.9% | ||
| EMPOWER SEMICONDUCTOR INC | 0.00% | — | — | — | ||
| WOLFWolfspeed | 0.00% | $24.83 | -6.34% | +42.6% |
Estimated portfolio characteristics#
Data provided bySource: Twelve DataEstimated by our own bottom-up analysis of the fund’s SEC-filed holdings, covering 93% of portfolio weight (98% carries a valid trailing P/E). Funds publish similar figures on their own sites; ours are recomputed daily from public data.
Methodology#
Holdings and weights are sourced from the fund’s portfolio as disclosed to the SEC on Form N-PORT — a public filing. Portfolio filings are quarterly (public ~60 days after quarter end), so we anchor on the latest one and roll each weight forward daily by that holding’s price move, keeping the numbers current between filings; positions in stocks ChartRow doesn’t track carry their filed weight unchanged and show “—” where we have no data. Returns are total returns (dividends reinvested). One row per company, not per ticker: when a fund holds more than one share class of the same company (Alphabet’s GOOGL and GOOG, for example), we combine them into a single row whose weight is the sum of its classes. Past performance does not predict future returns; not investment advice.
FAQ#
- What are the top 10 holdings of FSELX?
- FSELX's top 10 holdings are NVIDIA Corporation (NVDA), 22.0%; Broadcom Inc. (AVGO), 16.7%; Marvell Technology Inc. (MRVL), 6.3%; Monolithic Power Systems Inc. (MPWR), 6.1%; ASML Holding N.V. (ADR) (ASML), 5.0%; Astera Labs Inc. (ALAB), 4.2%; Micron Technology Inc. (MU), 4.2%; ON Semiconductor Corporation (ON), 4.1%; Advanced Micro Devices Inc. (AMD), 4.1%; NXP SEMICONDUCTORS NV, 3.8% — together about 77% of the fund, per its Aug 31, 2026 SEC filing with weights rolled forward to today.
- How many holdings does FSELX have?
- Fidelity Select Semiconductors Portfolio (FSELX) held 54 positions as of Aug 31, 2026, the date of its latest public portfolio report to the SEC.
- How current are FSELX's holdings?
- The list of holdings is as of Aug 31, 2026. Funds report their full portfolio to the SEC on Form N-PORT, and the report for the last month of each fiscal quarter becomes public about 60 days after that month ends, so the newest public portfolio is always two to five months old. Between reports ChartRow updates each weight daily by that holding's price move, so the weights estimate today; the positions themselves change only when the next report is published. A fund's own website may list more recent holdings.
- Is ChartRow affiliated with FSELX or Fidelity?
- No. ChartRow is independent and is not affiliated with, sponsored by, or endorsed by Fidelity or Fidelity Select Semiconductors Portfolio. Everything on this page is derived independently from the fund's public SEC filings; fund names and trademarks belong to their owners. For information only — not investment advice.