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FSELX

mutual fund

Fidelity Select Semiconductors

SEC registrant · equity

Recent · holdings 2026-08-31
1

Fund snapshot

The basics: what it costs, how big it is, and how it's moved lately.

Short-term · Daily
Gross expense ratio
0.60% (60 bps)Verified source · 2026-04-28
Net assets
$40.88B
Yield
0.00%
Positions
82
Return · 1 yr
+28.6%
Return · 3 yr
+51.6%
-12.0%this week

-11.3% vs the broad market

2

What you actually own

The biggest positions, and where the money is concentrated.

Intermediate · Weekly

Asset mix

82 positions across 4 asset types
Common Stock97.4%
Preferred1.3%
Cash1.3%
Bond0.0%

Top holdings

Top 10 = 75% of the fund
  • 1NVDANVIDIA CORP24.86%
  • 2AVGOBROADCOM INC14.89%
  • 3MRVLMARVELL TECHNOLOGY INC7.13%
  • 4ASMLASML HOLDING NV4.73%
  • 5ALABASTERA LABS INC4.65%
  • 6MPWRMONOLITHIC POWER SYSTEMS INC4.63%
  • 7MUMICRON TECHNOLOGY INC4.26%
  • 8ONON SEMICONDUCTOR CORP3.58%
  • 9LRCXLAM RESEARCH CORP3.47%
  • 10NXPINXP SEMICONDUCTORS NV3.20%
Show all 82 positions
  • 11AMDADVANCED MICRO DEVICES INC3.02%
  • 12WDCWESTERN DIGITAL CORP2.91%
  • 13KYG393871085GLOBALFOUNDRIES INC2.80%
  • 14MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.19%
  • 15IL0010845571NOVA LTD1.22%
  • 16JP3236330001KIOXIA HOLDINGS CORPORATION1.08%
  • 17US31635A1051Fidelity Revere Street Trust1.07%
  • 18ARMARM HOLDINGS LIMITED1.06%
  • 19KLACKLA CORP0.97%
  • 20ALGMALLEGRO MICROSYSTEMS INC0.96%
  • 21COHRCOHERENT CORP0.86%
  • 22CBRSCEREBRAS SYSTEMS INC0.59%
  • 23SNDKSANDISK CORP/DE0.56%
  • 24TERTERADYNE INC0.56%
  • 25TSMTAIWAN SEMICONDUCTOR MFG CO LTD0.55%
  • 26INTCINTEL CORP0.49%
  • 27ENTGENTEGRIS INC0.48%
  • 28PIIMPINJ INC0.43%
  • 29US82706C1080SILICON MOTION TECH CORP0.27%
  • 30ELEMENT LABS LTD0.25%
  • 31US31635A3032Fidelity Revere Street Trust0.23%
  • 32CRDOCREDO TECHNOLOGY GROUP HOLDING LTD0.22%
  • 33AMATAPPLIED MATERIALS INC0.18%
  • 34DENSITY AI INC0.17%
  • 35NEARFIELD INSTRUMENTS BV0.16%
  • 36CBRSCEREBRAS SYSTEMS INC0.12%
  • 37FRORE SYSTEMS INC0.11%
  • 38ADIANALOG DEVICES INC0.10%
  • 39ELEMENT LABS LTD0.07%
  • 40FRORE SYSTEMS INC0.07%
  • 41CBRSCEREBRAS SYSTEMS INC0.07%
  • 42XSIGHT LABS LTD0.06%
  • 43SKHYSK HYNIX INC0.05%
  • 44TAALAS INC0.05%
  • 45SWKSSKYWORKS SOLUTIONS INC0.04%
  • 46LIGHTMATTER INC0.04%
  • 47SIMA TECHNOLOGIES INC0.03%
  • 48ALIF SEMICONDUCTOR0.03%
  • 49ELEMENT LABS LTD0.03%
  • 50TENSTORRENT HOLDINGS INC0.03%
  • 51TAALAS INC0.03%
  • 52LIGHTMATTER INC0.03%
  • 53CBRSCEREBRAS SYSTEMS INC0.03%
  • 54CBRSCEREBRAS SYSTEMS INC0.03%
  • 55CBRSCEREBRAS SYSTEMS INC0.03%
  • 56ALIF SEMICONDUCTOR0.02%
  • 57TAALAS INC0.02%
  • 58LYTE AI INC0.02%
  • 59CBRSCEREBRAS SYSTEMS INC0.02%
  • 60CBRSCEREBRAS SYSTEMS INC0.02%
  • 61MENLO MICRO INC0.02%
  • 62LYTE AI INC0.02%
  • 63DANGER DEVICES INC0.02%
  • 64DIAMOND FOUNDRY INC0.01%
  • 65AOSLALPHA and OMEGA SEMICONDUCTOR LTD0.01%
  • 66RETYM INC0.01%
  • 67TENSTORRENT HOLDINGS INC0.01%
  • 68CELESTIAL AI INC0.01%
  • 69LIGHTMATTER INC0.01%
  • 70SIMA TECHNOLOGIES INC0.01%
  • 71CELESTIAL AI INC0.00%
  • 72TENSTORRENT HOLDINGS INC0.00%
  • 73RETYM INC0.00%
  • 74SIMA TECHNOLOGIES INC0.00%
  • 75SITMSITIME CORP0.00%
  • 76AKEANA0.00%
  • 77TENSTORRENT HOLDINGS INC0.00%
  • 78CELESTIAL AI INC0.00%
  • 79MENLO MICRO INC0.00%
  • 80EMPOWER SEMICONDUCTOR INC0.00%
  • 81WOLFWOLFSPEED INC/DE0.00%
  • 82CELESTIAL AI INC0.00%

Sector mix

Information Technology92.0%
More breakdowns

Company size

Mega64.7%
Large25.9%
Mid1.4%
Small0.0%

Country

US84.1%
NL8.1%
KY3.3%
IL1.6%
JP1.1%
GB1.1%

Industry

Semiconductors76.8%
Semiconductor Materials & Equipment10.4%
Technology Hardware, Storage & Peripherals3.5%
Electronic Components0.9%
Electronic Equipment & Instruments0.4%
3

What could move this fund

The forces this fund tends to react to: broad economic shifts, leading sectors, and its biggest single names.

Long-term · 1–3 yr

Economic forces

  • Interest ratestends to falls with it
  • Economic growthtends to rises with it
  • US dollartends to falls with it

Leading sectors

  • Information Technology92%

Biggest names

4

Concentration & overlap

How spread out the fund is, and how much it shares with other funds.

Intermediate · Weekly

Concentration

concentrated

The top 10 holdings make up 75% of the fund, and the single largest is 24.9%.

Show details

Concentration score (HHI): 1049. Higher means more of the fund sits in fewer holdings.

Overlap with another fund

Pick a fund to see how many of the same holdings they share.

Overlap with the broad market

  • VFIAX18% shared · 18 names
  • VOO18% shared · 18 names
  • VTI16% shared · 27 names
  • VTSAX16% shared · 27 names
  • XLK35% shared · 18 names
  • XOVR16% shared · 3 names
  • FXNAX0% shared · 9 names
  • ROBO3% shared · 3 names
  • FXAIX16% shared · 18 names
  • QQQ27% shared · 18 names
  • MAGS3% shared · 1 names
  • HUMN4% shared · 3 names
  • SPY15% shared · 18 names
  • KOID4% shared · 4 names
  • FUSIX1% shared · 4 names
  • AGIX18% shared · 10 names
  • DIA2% shared · 1 names
  • IWM0% shared · 3 names
  • IVV18% shared · 18 names
  • SMH51% shared · 19 names
  • ACWI11% shared · 22 names
  • SOXX47% shared · 22 names
  • FBALX11% shared · 20 names
  • FBGRX29% shared · 23 names
  • FCNTX16% shared · 22 names
  • FGOMX0% shared · 3 names
  • FCTDX7% shared · 26 names
  • FEMKX3% shared · 2 names
  • FIWGX0% shared · 6 names
5

Insight summary

A clear read on this fund, written from the data above.

Long-term · 1–3 yr

This fund holds 82 semiconductor stocks. It is heavily concentrated in a few large names.

The fund is 97% common stock. It is 84% US-based. The top 10 holdings make up 75% of the fund. NVIDIA is the largest holding at 25%. The data is from August 31, 2026.

What to watch: Interest rate changes and economic growth drive returns. The fund is very sensitive to these factors.

6

Data freshness

How current the numbers on this page are.

Short-term · Daily

Holdings as of 2026-08-31.

Holdings as of 2026-08-31 · Prices as of 2026-11-04 · 66 day(s) since last disclosure

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.