Select Semiconductors Portfolio
Fidelity Select Portfolios · Series S000007458 · 1 share classes
One fund, 1 share classes:FSELX
$32.68B NAV
63 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-07-30
data updated 2026-07-30
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q1
| Group | Long | Short | Net %NAV |
|---|---|---|---|
| Stocks | 98.44% | — | 98.44% |
| Cash & short-term | 1.61% | — | 1.61% |
| Bonds | 0.01% | — | 0.01% |
vs 2025Q4: 12 new8 exited
Top holdings
By % of NAV · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Value |
|---|---|---|---|
| NVDA | NVIDIA CORP | 24.07% | $7.87B |
| AVGO | BROADCOM INC | 11.64% | $3.80B |
| MRVL | MARVELL TECHNOLOGY INC | 8.64% | $2.83B |
| MU | MICRON TECHNOLOGY INC | 7.02% | $2.30B |
| — | NXP SEMICONDUCTORS NV | 6.30% | $2.06B |
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Full holdings with filed share counts, the complete quarter-over-quarter change list, and the fixed-income profile for every bond position — free with an account, no card required.
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