Holdings (Monthly) Guide ↗

Select Semiconductors Portfolio

· Fidelity Select Portfolios

Monthly Holdings $51.6B AUM 48 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 48 New 10 Added 7 Reduced · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	GLOBALFOUNDRIES INC	N/A	Feb 2026	30,258,554	NEW	$2.42B	—	4.71%	EC
2	ASML HOLDING NV	N/A	Feb 2026	1,463,593	NEW	$2.36B	—	4.60%	EC
3	NOVA LTD	N/A	Feb 2026	1,928,080	NEW	$968.5M	—	1.89%	EC
4	KIOXIA HOLDINGS CORPORATION	N/A	Feb 2026	1,576,100	NEW	$651.7M	—	1.27%	EC
5	KLA CORP	482480100	May 2026	199,600	NEW	$383.6M	—	0.75%	EC
6	SANDISK CORP/DE	80004C200	May 2026	178,200	NEW	$302.0M	—	0.59%	EC
7	CEREBRAS SYSTEMS INC	15675D103	May 2026	879,446	NEW	$208.4M	—	0.41%	EC
8	CEREBRAS SYSTEMS INC	2653800D	Feb 2026	742,098	NEW	$175.9M	—	0.34%	EC
9	ELEMENT LABS LTD	N/A	Feb 2026	4,044,100	NEW	$111.9M	—	0.22%	EP
10	CREDO TECHNOLOGY GROUP HOLDING LTD	N/A	Feb 2026	442,385	NEW	$104.4M	—	0.20%	EC
11	NEARFIELD INSTRUMENTS BV	N/A	Feb 2026	10,315	NEW	$72.3M	—	0.14%	EP
12	FRORE SYSTEMS INC	N/A	Feb 2026	1,488,952	NEW	$49.7M	—	0.10%	EP
13	EMPOWER SEMICONDUCTOR INC	N/A	Feb 2026	1,632,993	NEW	$37.2M	—	0.07%	EP
14	ELEMENT LABS LTD	N/A	Feb 2026	1,368,700	NEW	$32.1M	—	0.06%	EP
15	FRORE SYSTEMS INC	N/A	Feb 2026	1,078,255	NEW	$31.0M	—	0.06%	EP
16	ALPHA and OMEGA SEMICONDUCTOR LTD	N/A	Feb 2026	513,296	NEW	$23.3M	—	0.05%	EC
17	LIGHTMATTER INC	N/A	Feb 2026	271,273	NEW	$17.1M	—	0.03%	EP
18	ALIF SEMICONDUCTOR	N/A	Feb 2026	444,283	NEW	$14.7M	—	0.03%	EP
19	ELEMENT LABS LTD	N/A	Feb 2026	585,300	NEW	$14.1M	—	0.03%	EP
20	LIGHTMATTER INC	N/A	Feb 2026	166,400	NEW	$13.1M	—	0.03%	EP
21	TAALAS INC	N/A	Feb 2026	12,538,822	NEW	$12.5M	—	0.02%	EP
22	TAALAS INC	N/A	Feb 2026	144,600	NEW	$11.7M	—	0.02%	EP
23	XSIGHT LABS LTD	N/A	Feb 2026	681,600	NEW	$11.4M	—	0.02%	EP
24	TENSTORRENT HOLDINGS INC	N/A	Feb 2026	149,736	NEW	$11.3M	—	0.02%	EP
25	ALIF SEMICONDUCTOR	N/A	Feb 2026	322,100	NEW	$11.2M	—	0.02%	EP
26	MENLO MICRO INC	N/A	Feb 2026	7,540,400	NEW	$8.3M	—	0.02%	EP
27	DANGER DEVICES INC	N/A	Feb 2026	7,867,300	NEW	$7.2M	—	0.01%	EP
28	DENSITY AI INC	N/A	Feb 2026	3,894,400	NEW	$6.8M	—	0.01%	EP
29	DIAMOND FOUNDRY INC	N/A	Feb 2026	189,999	NEW	$6.4M	—	0.01%	EP
30	RETYM INC	N/A	Feb 2026	458,946	NEW	$5.6M	—	0.01%	EP
31	SIMA TECHNOLOGIES INC	N/A	Feb 2026	3,677,300	NEW	$5.3M	—	0.01%	EP
32	TAALAS INC	N/A	Feb 2026	2,531,878	NEW	$4.0M	—	0.01%	EC
33	TENSTORRENT HOLDINGS INC	N/A	Feb 2026	3,158,000	NEW	$3.2M	—	0.01%	DBT
34	CELESTIAL AI INC	N/A	Feb 2026	833,457	NEW	$3.2M	—	0.01%	EC
35	LYTE AI INC	N/A	Feb 2026	246,000	NEW	$2.8M	—	0.01%	EP
36	LIGHTMATTER INC	N/A	Feb 2026	42,610	NEW	$2.7M	—	0.01%	EP
37	SIMA TECHNOLOGIES INC	N/A	Feb 2026	309,900	NEW	$2.3M	—	0.00%	EP
38	CELESTIAL AI INC	N/A	Feb 2026	833,457	NEW	$1.8M	—	0.00%	EC
39	RETYM INC	N/A	Feb 2026	113,854	NEW	$1.4M	—	0.00%	EP
40	SIMA TECHNOLOGIES INC	N/A	Feb 2026	163,147	NEW	$1.4M	—	0.00%	EP
41	TENSTORRENT HOLDINGS INC	N/A	Feb 2026	17,041	NEW	$1.2M	—	0.00%	EP
42	AKEANA	N/A	Feb 2026	85,500	NEW	$1.2M	—	0.00%	EP
43	SIMA TECHNOLOGIES INC	N/A	Feb 2026	515,301	NEW	$851K	—	0.00%	EP
44	TENSTORRENT HOLDINGS INC	N/A	Feb 2026	8,522	NEW	$623K	—	0.00%	EP
45	MENLO MICRO INC	N/A	Feb 2026	739,500	NEW	$407K	—	0.00%	EP
46	CELESTIAL AI INC	N/A	Feb 2026	833,457	NEW	$383K	—	0.00%	EC
47	CELESTIAL AI INC	N/A	Feb 2026	833,457	NEW	$25K	—	0.00%	EC
48	CELESTIAL AI INC	N/A	Feb 2026	833,457	NEW	$8	—	0.00%	EC