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 | NXP SEMICONDUCTORS NV | N/A | Feb 2026 | 9,281,003 | +6,123,003 | $2.98B | +94378.9% | 5.81% | EC |
| 4 | MONOLITHIC POWER SYSTEMS INC | 609839105 | Feb 2026 | 1,700,486 | +136,719 | $2.66B | +49.0% | 5.19% | EC |
| 5 | ASTERA LABS INC | 04626A103 | Feb 2026 | 7,647,422 | +1,299,800 | $2.62B | +247.6% | 5.11% | EC |
| 6 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 55405Y100 | Feb 2026 | 3,808,564 | +663,400 | $1.39B | +78.0% | 2.70% | EC |
| 7 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 1,242,487,656 | +720,241,006 | $1.24B | +137.9% | 2.42% | STIV |
| 8 | ALLEGRO MICROSYSTEMS INC | 01749D105 | Feb 2026 | 16,739,387 | +350,366 | $801.3M | +34.1% | 1.56% | EC |
| 9 | ARM HOLDINGS LIMITED | 042068205 | Feb 2026 | 1,943,242 | +1,674,042 | $686.5M | +1901.0% | 1.34% | EC |
| 10 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 190,522,464 | +187,508,237 | $190.5M | +6220.8% | 0.37% | STIV |