Holdings (Monthly)
Guide ↗
Select Semiconductors Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | 573874104 | Feb 2026 | 18,623,709 | -15,964,698 | $3.82B | +35.1% | 7.44% | EC |
| 2 | ON SEMICONDUCTOR CORP | 682189105 | Feb 2026 | 22,239,061 | -3,202,547 | $2.68B | +58.6% | 5.22% | EC |
| 3 | LAM RESEARCH CORP | 512807306 | Feb 2026 | 5,295,979 | -2,007,000 | $1.69B | -1.3% | 3.28% | EC |
| 4 | WESTERN DIGITAL CORP | 958102105 | Feb 2026 | 3,084,742 | -484,694 | $1.64B | +64.1% | 3.19% | EC |
| 5 | MICRON TECHNOLOGY INC | 595112103 | Feb 2026 | 1,686,570 | -3,879,300 | $1.64B | -28.6% | 3.19% | EC |
| 6 | COHERENT CORP | 19247G107 | Feb 2026 | 1,842,562 | -638,500 | $666.0M | +3.7% | 1.30% | EC |
| 7 | SILICON MOTION TECH CORP | 82706C108 | Feb 2026 | 449,923 | -778,692 | $124.6M | -21.5% | 0.24% | EC |