Holdings (Monthly)
Guide ↗
Select Semiconductors Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 67066G104 | Feb 2026 | 53,786,380 | +9,395,500 | $11.36B | +44.4% | 22.12% | EC |
| 2 | BROADCOM INC | 11135F101 | Feb 2026 | 14,924,217 | +3,021,400 | $6.67B | +75.3% | 12.99% | EC |
| 3 | MARVELL TECHNOLOGY INC | 573874104 | Feb 2026 | 18,623,709 | -15,964,698 | $3.82B | +35.1% | 7.44% | EC |
| 4 | NXP SEMICONDUCTORS NV | N/A | Feb 2026 | 9,281,003 | +6,123,003 | $2.98B | +94378.9% | 5.81% | EC |
| 5 | ON SEMICONDUCTOR CORP | 682189105 | Feb 2026 | 22,239,061 | -3,202,547 | $2.68B | +58.6% | 5.22% | EC |
| 6 | MONOLITHIC POWER SYSTEMS INC | 609839105 | Feb 2026 | 1,700,486 | +136,719 | $2.66B | +49.0% | 5.19% | EC |
| 7 | ASTERA LABS INC | 04626A103 | Feb 2026 | 7,647,422 | +1,299,800 | $2.62B | +247.6% | 5.11% | EC |
| 8 | GLOBALFOUNDRIES INC | N/A | Feb 2026 | 30,258,554 | NEW | $2.42B | — | 4.71% | EC |
| 9 | ASML HOLDING NV | N/A | Feb 2026 | 1,463,593 | NEW | $2.36B | — | 4.60% | EC |
| 10 | LAM RESEARCH CORP | 512807306 | Feb 2026 | 5,295,979 | -2,007,000 | $1.69B | -1.3% | 3.28% | EC |
| 11 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 3,084,742 | -484,694 | $1.64B | +64.1% | 3.19% | EC |
| 12 | MICRON TECHNOLOGY INC | 595112103 | Feb 2026 | 1,686,570 | -3,879,300 | $1.64B | -28.6% | 3.19% | EC |
| 13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 55405Y100 | Feb 2026 | 3,808,564 | +663,400 | $1.39B | +78.0% | 2.70% | EC |
| 14 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 1,242,487,656 | +720,241,006 | $1.24B | +137.9% | 2.42% | STIV |
| 15 | NOVA LTD | N/A | Feb 2026 | 1,928,080 | NEW | $968.5M | — | 1.89% | EC |
| 16 | ALLEGRO MICROSYSTEMS INC | 01749D105 | Feb 2026 | 16,739,387 | +350,366 | $801.3M | +34.1% | 1.56% | EC |
| 17 | ARM HOLDINGS LIMITED | 042068205 | Feb 2026 | 1,943,242 | +1,674,042 | $686.5M | +1901.0% | 1.34% | EC |
| 18 | COHERENT CORP | 19247G107 | Feb 2026 | 1,842,562 | -638,500 | $666.0M | +3.7% | 1.30% | EC |
| 19 | KIOXIA HOLDINGS CORPORATION | N/A | Feb 2026 | 1,576,100 | NEW | $651.7M | — | 1.27% | EC |
| 20 | KLA CORP | 482480100 | May 2026 | 199,600 | NEW | $383.6M | — | 0.75% | EC |
| 21 | SANDISK CORP/DE | 80004C200 | May 2026 | 178,200 | NEW | $302.0M | — | 0.59% | EC |
| 22 | ENTEGRIS INC | 29362U104 | Feb 2026 | 1,605,218 | — | $222.8M | +4.8% | 0.43% | EC |
| 23 | CEREBRAS SYSTEMS INC | 15675D103 | May 2026 | 879,446 | NEW | $208.4M | — | 0.41% | EC |
| 24 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 190,522,464 | +187,508,237 | $190.5M | +6220.8% | 0.37% | STIV |
| 25 | SYNAPTICS INC | 87157D109 | Feb 2026 | 1,366,828 | — | $187.6M | +68.5% | 0.37% | EC |
| 26 | CEREBRAS SYSTEMS INC | 2653800D | Feb 2026 | 742,098 | NEW | $175.9M | — | 0.34% | EC |
| 27 | IMPINJ INC | 453204109 | Feb 2026 | 1,122,366 | — | $169.5M | +23.1% | 0.33% | EC |
| 28 | SILICON MOTION TECH CORP | 82706C108 | Feb 2026 | 449,923 | -778,692 | $124.6M | -21.5% | 0.24% | EC |
| 29 | ELEMENT LABS LTD | N/A | Feb 2026 | 4,044,100 | NEW | $111.9M | — | 0.22% | EP |
| 30 | CREDO TECHNOLOGY GROUP HOLDING LTD | N/A | Feb 2026 | 442,385 | NEW | $104.4M | — | 0.20% | EC |
| 31 | NEARFIELD INSTRUMENTS BV | N/A | Feb 2026 | 10,315 | NEW | $72.3M | — | 0.14% | EP |
| 32 | FRORE SYSTEMS INC | N/A | Feb 2026 | 1,488,952 | NEW | $49.7M | — | 0.10% | EP |
| 33 | EMPOWER SEMICONDUCTOR INC | N/A | Feb 2026 | 1,632,993 | NEW | $37.2M | — | 0.07% | EP |
| 34 | ELEMENT LABS LTD | N/A | Feb 2026 | 1,368,700 | NEW | $32.1M | — | 0.06% | EP |
| 35 | FRORE SYSTEMS INC | N/A | Feb 2026 | 1,078,255 | NEW | $31.0M | — | 0.06% | EP |
| 36 | ALPHA and OMEGA SEMICONDUCTOR LTD | N/A | Feb 2026 | 513,296 | NEW | $23.3M | — | 0.05% | EC |
| 37 | LIGHTMATTER INC | N/A | Feb 2026 | 271,273 | NEW | $17.1M | — | 0.03% | EP |
| 38 | ALIF SEMICONDUCTOR | N/A | Feb 2026 | 444,283 | NEW | $14.7M | — | 0.03% | EP |
| 39 | ELEMENT LABS LTD | N/A | Feb 2026 | 585,300 | NEW | $14.1M | — | 0.03% | EP |
| 40 | LIGHTMATTER INC | N/A | Feb 2026 | 166,400 | NEW | $13.1M | — | 0.03% | EP |
| 41 | TAALAS INC | N/A | Feb 2026 | 12,538,822 | NEW | $12.5M | — | 0.02% | EP |
| 42 | TAALAS INC | N/A | Feb 2026 | 144,600 | NEW | $11.7M | — | 0.02% | EP |
| 43 | XSIGHT LABS LTD | N/A | Feb 2026 | 681,600 | NEW | $11.4M | — | 0.02% | EP |
| 44 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 149,736 | NEW | $11.3M | — | 0.02% | EP |
| 45 | ALIF SEMICONDUCTOR | N/A | Feb 2026 | 322,100 | NEW | $11.2M | — | 0.02% | EP |
| 46 | MENLO MICRO INC | N/A | Feb 2026 | 7,540,400 | NEW | $8.3M | — | 0.02% | EP |
| 47 | DANGER DEVICES INC | N/A | Feb 2026 | 7,867,300 | NEW | $7.2M | — | 0.01% | EP |
| 48 | DENSITY AI INC | N/A | Feb 2026 | 3,894,400 | NEW | $6.8M | — | 0.01% | EP |
| 49 | DIAMOND FOUNDRY INC | N/A | Feb 2026 | 189,999 | NEW | $6.4M | — | 0.01% | EP |
| 50 | AEVA TECHNOLOGIES INC | 00835Q202 | Feb 2026 | 219,560 | — | $6.2M | +112.5% | 0.01% | EC |
| 51 | RETYM INC | N/A | Feb 2026 | 458,946 | NEW | $5.6M | — | 0.01% | EP |
| 52 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 3,677,300 | NEW | $5.3M | — | 0.01% | EP |
| 53 | TAALAS INC | N/A | Feb 2026 | 2,531,878 | NEW | $4.0M | — | 0.01% | EC |
| 54 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 3,158,000 | NEW | $3.2M | — | 0.01% | DBT |
| 55 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | NEW | $3.2M | — | 0.01% | EC |
| 56 | LYTE AI INC | N/A | Feb 2026 | 246,000 | NEW | $2.8M | — | 0.01% | EP |
| 57 | LIGHTMATTER INC | N/A | Feb 2026 | 42,610 | NEW | $2.7M | — | 0.01% | EP |
| 58 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 309,900 | NEW | $2.3M | — | 0.00% | EP |
| 59 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | NEW | $1.8M | — | 0.00% | EC |
| 60 | RETYM INC | N/A | Feb 2026 | 113,854 | NEW | $1.4M | — | 0.00% | EP |
| 61 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 163,147 | NEW | $1.4M | — | 0.00% | EP |
| 62 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 17,041 | NEW | $1.2M | — | 0.00% | EP |
| 63 | AKEANA | N/A | Feb 2026 | 85,500 | NEW | $1.2M | — | 0.00% | EP |
| 64 | SIMA TECHNOLOGIES INC | N/A | Feb 2026 | 515,301 | NEW | $851K | — | 0.00% | EP |
| 65 | TENSTORRENT HOLDINGS INC | N/A | Feb 2026 | 8,522 | NEW | $623K | — | 0.00% | EP |
| 66 | MENLO MICRO INC | N/A | Feb 2026 | 739,500 | NEW | $407K | — | 0.00% | EP |
| 67 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | NEW | $383K | — | 0.00% | EC |
| 68 | WOLFSPEED INC/DE | 97785W106 | Feb 2026 | 5,820 | — | $345K | +200.6% | 0.00% | EC |
| 69 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | NEW | $25K | — | 0.00% | EC |
| 70 | CELESTIAL AI INC | N/A | Feb 2026 | 833,457 | NEW | $8 | — | 0.00% | EC |