Select Semiconductors Portfolio is a registered fund series of Fidelity Select Portfolios (series S000007458). Net assets $51.3B as of 2026-05-31.
Showing 15 of 70 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $11.4B | 2211.75% |
| BROADCOM INC | — | $6.7B | 1298.58% |
| MARVELL TECHNOLOGY INC | — | $3.8B | 743.56% |
| NXP SEMICONDUCTORS NV | — | $3.0B | 580.85% |
| ON SEMICONDUCTOR CORP | — | $2.7B | 522.43% |
| MONOLITHIC POWER SYSTEMS INC | — | $2.7B | 518.70% |
| ASTERA LABS INC | — | $2.6B | 510.64% |
| GLOBALFOUNDRIES INC | — | $2.4B | 471.27% |
| ASML HOLDING NV | — | $2.4B | 459.71% |
| LAM RESEARCH CORP | — | $1.7B | 328.18% |
| WESTERN DIGITAL CORP | — | $1.6B | 319.14% |
| MICRON TECHNOLOGY INC | — | $1.6B | 318.95% |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | — | $1.4B | 270.47% |
| Fidelity Revere Street Trust | — | $1.2B | 242.03% |
| NOVA LTD | — | $968.5M | 188.63% |
| Report date | Net assets |
|---|---|
| 2026-05-31 | $51.3B |
| 2026-02-28 | $32.7B |
| 2025-11-30 | $28.2B |
| 2025-08-31 | $23.2B |
| 2025-05-31 | $18.7B |
| 2025-02-28 | $19.3B |
| 2024-11-30 | $20.3B |
| 2024-08-31 | $19.7B |