SMH holdings — VanEck Semiconductor ETF
VanEck Semiconductor ETF (SMH) held 26 positions with net assets of $77.2B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 70.2% of the fund, led by NVDA, TSM, AMAT.
SMH top holdings
- NVDA NVIDIA Corp — 17.55% ($13.5B)
- TSM Taiwan Semiconductor Manufacturing Co Ltd — 9.29% ($7.17B)
- AMAT Applied Materials Inc — 5.74% ($4.43B)
- MU Micron Technology Inc — 5.67% ($4.38B)
- AMD Advanced Micro Devices Inc — 5.63% ($4.35B)
- KLAC KLA Corp — 5.57% ($4.30B)
- LRCX Lam Research Corp — 5.31% ($4.10B)
- AVGO Broadcom Inc — 5.28% ($4.08B)
- INTC Intel Corp — 5.15% ($3.97B)
- ASML Holding NV — 5.04% ($3.89B)
- MRVL Marvell Technology Inc — 4.66% ($3.60B)
- TXN Texas Instruments Inc — 4.17% ($3.22B)
- ADI Analog Devices Inc — 4.00% ($3.09B)
- QCOM QUALCOMM Inc — 3.74% ($2.89B)
- CDNS Cadence Design Systems Inc — 2.15% ($1.66B)
- SNPS Synopsys Inc — 1.79% ($1.38B)
- TER Teradyne Inc — 1.50% ($1.15B)
- ALAB Astera Labs Inc — 1.27% ($984M)
- STM STMicroelectronics NV — 1.26% ($973M)
- MPWR Monolithic Power Systems Inc — 1.22% ($941M)
- ARM ARM Holdings PLC — 1.17% ($900M)
- NXP Semiconductors NV — 1.15% ($885M)
- MCHP Microchip Technology Inc — 0.90% ($693M)
- ON ON Semiconductor Corp — 0.58% ($446M)
- SWKS Skyworks Solutions Inc — 0.16% ($123M)
What are SMH's top 10 holdings?
NVDA (17.5%), TSM (9.3%), AMAT (5.7%), MU (5.7%), AMD (5.6%), KLAC (5.6%), LRCX (5.3%), AVGO (5.3%), INTC (5.1%), ASML Holding NV (5.0%).
How many stocks are in SMH?
VanEck Semiconductor ETF reported 26 holdings as of June 30, 2026.