FSELX Mutual Fund

NAV$48.74

TER0.62%

Holdings59

FSELX Mutual Fund

NAV$48.74

Fidelity Select Semiconductors Portfolio

TER0.62%

Holdings59

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Showing top 20 of 59 holdings— Unlock all holdings(as of Nov 30, 2025)

#	Ticker ↕	Name ↕	Weight ↓	Shares ↕	Mkt Value ↕	Share Chg	Sector	Industry
1	NVDA	Nvidia Corp.	23.51%	37,452,680	$6.63B	••••••	••••••••	••••••••
2	AVGO	Broadcom Inc	13.66%	9,553,752	$3.85B	••••••	••••••••	••••••••
3	MRVL	Marvell Technology Group Ltd. [Mrvl]	9.68%	30,526,435	$2.73B	••••••	••••••••	••••••••
4	MU	Micron Tech	5.43%	6,476,386	$1.53B	••••••	••••••••	••••••••
5	MPWR	Monolithic Power Systems Inc Mpwr Us Equity	5.35%	1,623,680	$1.51B	••••••	••••••••	••••••••
6	NXPI:AS	Nxp Semiconductors N V	5.29%	7,646,006	$1.49B	••••••	••••••••	••••••••
7	LRCX	Lam Research Corp	5.22%	9,437,857	$1.47B	••••••	••••••••	••••••••
8	ON	On Semiconductor Corp	4.58%	25,721,808	$1.29B	••••••	••••••••	••••••••
9	FTBFX	Fidelity Cash Central Fund	4.22%	1,189,473,466	$1.19B	••••••	••••••••	••••••••
10	GFS	Globalfoundries Inc	3.41%	26,839,833	$961.94M	••••••	••••••••	••••••••
11	ALAB	Astera Labs Inc	3.35%	5,994,845	$944.61M	••••••	••••••••	••••••••
12	WDC	Western Digital Corp Company Guar 11/28 3	2.30%	3,975,855	$649.38M	••••••	••••••••	••••••••
13	NVMI:IL	Nova Measuring Instruments Ltd.	2.14%	1,928,080	$603.18M	••••••	••••••••	••••••••
14	AMD	Advanced Micro Devices Inc.	2.00%	2,589,500	$563.29M	••••••	••••••••	••••••••
15	MTSI	Macom Technology Solutions H	1.95%	3,145,164	$550.37M	••••••	••••••••	••••••••
16	ALGM	Allegro Microsystems, Inc.	1.34%	14,179,921	$378.46M	••••••	••••••••	••••••••
17	COHR	Coherent Inc.(cohr)	1.10%	1,893,562	$311.04M	••••••	••••••••	••••••••
18	ADI	Analog Devices Inc	1.07%	1,138,375	$302.06M	••••••	••••••••	••••••••
19	NMF	Fidelity Securities Lending Cash Central Fund	0.72%	201,599,486	$201.62M	••••••	••••••••	••••••••
20	PI	Impinj Inc	0.68%	1,122,366	$192.90M	••••••	••••••••	••••••••

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FSELX Mutual Fund All Holdings

FSELX holdings total 59 positions. The top 10 holdings account for 80.3% of the fund, led by Nvidia Corp. at 23.5%, Broadcom Inc at 13.7%, Marvell Technology Group Ltd. [Mrvl] at 9.7%.

FSELX portfolio concentration is relatively high, with the top 10 representing 80.3% of total assets. The largest sector exposure is Information Technology at 82.0%.

FSELX sector allocation provides a detailed breakdown. FSELX overlap tool shows how holdings compare to other funds in your portfolio.