Select Semiconductors Portfolio
Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.
What it holds
Largest share of the fund first.
| Company | % of fund | Value |
|---|---|---|
| NVDANVIDIA Corp | 24.93% | $11.2B |
| AVGOBroadcom Inc | 14.93% | $6.7B |
| MRVLMarvell Technology Inc | 7.15% | $3.2B |
| ALABAstera Labs, Inc | 4.66% | $2.1B |
| MPWRMonolithic Power Systems Inc | 4.64% | $2.1B |
| MUMicron Technology Inc | 4.28% | $1.9B |
| ONON Semiconductor Corp | 3.59% | $1.6B |
| LRCXLam Research Corp | 3.48% | $1.6B |
| AMDAdvanced Micro Devices Inc | 3.02% | $1.4B |
| WDCWestern Digital Corp | 2.91% | $1.3B |
| MTSIMACOM Technology Solutions Holdings Inc | 2.20% | $985.4M |
| ARMArm Holdings PLC | 1.06% | $476.9M |
| KLACKLA Corp | 0.98% | $438M |
| ALGMAllegro Microsystems Inc | 0.97% | $433.3M |
| COHRCoherent Corp | 0.86% | $387.9M |
| SNDKSandisk Corp | 0.57% | $253.5M |
| TERTeradyne Inc | 0.56% | $253.2M |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 0.55% | $246.6M |
| INTCIntel Corp | 0.49% | $219.9M |
| ENTGEntegris Inc | 0.48% | $217.2M |
| PIImpinj Inc | 0.44% | $195.7M |
| AMATApplied Materials Inc | 0.18% | $81M |
| ADIAnalog Devices Inc | 0.10% | $46.5M |
| SWKSSkyworks Solutions Inc | 0.04% | $18.5M |
Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.
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