FSELX holdings — Select Semiconductors Portfolio
Select Semiconductors Portfolio (FSELX) held 70 positions with net assets of $51.3B as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 76.5% of the fund, led by NVDA, AVGO, MRVL.
FSELX top holdings
- NVDA NVIDIA CORP — 22.12% ($11.4B)
- AVGO BROADCOM INC — 12.99% ($6.67B)
- MRVL MARVELL TECHNOLOGY INC — 7.44% ($3.82B)
- NXP SEMICONDUCTORS NV — 5.81% ($2.98B)
- ON ON SEMICONDUCTOR CORP — 5.22% ($2.68B)
- MPWR MONOLITHIC POWER SYSTEMS INC — 5.19% ($2.66B)
- ALAB ASTERA LABS INC — 5.11% ($2.62B)
- GLOBALFOUNDRIES INC — 4.71% ($2.42B)
- ASML HOLDING NV — 4.60% ($2.36B)
- LRCX LAM RESEARCH CORP — 3.28% ($1.69B)
- WDC WESTERN DIGITAL CORP — 3.19% ($1.64B)
- MU MICRON TECHNOLOGY INC — 3.19% ($1.64B)
- MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC — 2.70% ($1.39B)
- Fidelity Revere Street Trust — 2.42% ($1.24B)
- NOVA LTD — 1.89% ($969M)
- ALGM ALLEGRO MICROSYSTEMS INC — 1.56% ($801M)
- ARM ARM HOLDINGS LIMITED — 1.34% ($687M)
- COHR COHERENT CORP — 1.30% ($666M)
- KIOXIA HOLDINGS CORPORATION — 1.27% ($652M)
- KLAC KLA CORP — 0.75% ($384M)
- SNDK SANDISK CORP/DE — 0.59% ($302M)
- ENTG ENTEGRIS INC — 0.43% ($223M)
- CBRS CEREBRAS SYSTEMS INC — 0.41% ($208M)
- Fidelity Revere Street Trust — 0.37% ($191M)
- SYNA SYNAPTICS INC — 0.37% ($188M)
What are FSELX's top 10 holdings?
NVDA (22.1%), AVGO (13.0%), MRVL (7.4%), NXP SEMICONDUCTORS NV (5.8%), ON (5.2%), MPWR (5.2%), ALAB (5.1%), GLOBALFOUNDRIES INC (4.7%), ASML HOLDING NV (4.6%), LRCX (3.3%).
How many stocks are in FSELX?
Select Semiconductors Portfolio reported 70 holdings as of May 31, 2026.