FSELX
mutual fundFidelity Select Semiconductors
SEC registrant · equity
Fund snapshot
The basics: what it costs, how big it is, and how it's moved lately.
+2.9% vs the broad market
Asset mix
70 positions across 4 asset typesTop holdings
Top 10 = 76% of the fund- 1NVDANVIDIA CORP22.03%
- 2AVGOBROADCOM INC12.93%
- 3MRVLMARVELL TECHNOLOGY INC7.41%
- 4NXPINXP SEMICONDUCTORS NV5.78%
- 5ONON SEMICONDUCTOR CORP5.20%
- 6MPWRMONOLITHIC POWER SYSTEMS INC5.17%
- 7ALABASTERA LABS INC5.09%
- 8KYG393871085GLOBALFOUNDRIES INC4.69%
- 9ASMLASML HOLDING NV4.58%
- 10LRCXLAM RESEARCH CORP3.27%
Show all 70 positions
- 11WDCWESTERN DIGITAL CORP3.18%
- 12MUMICRON TECHNOLOGY INC3.18%
- 13MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.69%
- 14US31635A1051Fidelity Revere Street Trust2.41%
- 15IL0010845571NOVA LTD1.88%
- 16ALGMALLEGRO MICROSYSTEMS INC1.55%
- 17US0420682058ARM HOLDINGS LIMITED1.33%
- 18COHRCOHERENT CORP1.29%
- 19JP3236330001KIOXIA HOLDINGS CORPORATION1.26%
- 20KLACKLA CORP0.74%
- 21SNDKSANDISK CORP/DE0.59%
- 22ENTGENTEGRIS INC0.43%
- 23CBRSCEREBRAS SYSTEMS INC0.40%
- 24US31635A3032Fidelity Revere Street Trust0.37%
- 25SYNASYNAPTICS INC0.36%
- 26CBRSCEREBRAS SYSTEMS INC0.34%
- 27PIIMPINJ INC0.33%
- 28US82706C1080SILICON MOTION TECH CORP0.24%
- 29ELEMENT LABS LTD0.22%
- 30KYG254571055CREDO TECHNOLOGY GROUP HOLDING LTD0.20%
- 31NEARFIELD INSTRUMENTS BV0.14%
- 32FRORE SYSTEMS INC0.10%
- 33EMPOWER SEMICONDUCTOR INC0.07%
- 34ELEMENT LABS LTD0.06%
- 35FRORE SYSTEMS INC0.06%
- 36AOSLALPHA and OMEGA SEMICONDUCTOR LTD0.05%
- 37LIGHTMATTER INC0.03%
- 38ALIF SEMICONDUCTOR0.03%
- 39ELEMENT LABS LTD0.03%
- 40LIGHTMATTER INC0.03%
- 41TAALAS INC0.02%
- 42TAALAS INC0.02%
- 43XSIGHT LABS LTD0.02%
- 44TENSTORRENT HOLDINGS INC0.02%
- 45ALIF SEMICONDUCTOR0.02%
- 46MENLO MICRO INC0.02%
- 47DANGER DEVICES INC0.01%
- 48DENSITY AI INC0.01%
- 49DIAMOND FOUNDRY INC0.01%
- 50AEVAAEVA TECHNOLOGIES INC0.01%
- 51RETYM INC0.01%
- 52SIMA TECHNOLOGIES INC0.01%
- 53TAALAS INC0.01%
- 54TENSTORRENT HOLDINGS INC0.01%
- 55CELESTIAL AI INC0.01%
- 56LYTE AI INC0.01%
- 57LIGHTMATTER INC0.01%
- 58SIMA TECHNOLOGIES INC0.00%
- 59CELESTIAL AI INC0.00%
- 60RETYM INC0.00%
- 61SIMA TECHNOLOGIES INC0.00%
- 62TENSTORRENT HOLDINGS INC0.00%
- 63AKEANA0.00%
- 64SIMA TECHNOLOGIES INC0.00%
- 65TENSTORRENT HOLDINGS INC0.00%
- 66MENLO MICRO INC0.00%
- 67CELESTIAL AI INC0.00%
- 68WOLFWOLFSPEED INC/DE0.00%
- 69CELESTIAL AI INC0.00%
- 70CELESTIAL AI INC0.00%
Sector mix
More breakdowns
Company size
Country
Industry
The forces this fund tends to react to: broad economic shifts, leading sectors, and its biggest single names.
Concentration
The top 10 holdings make up 76% of the fund, and the single largest is 22.0%.
Show details
Concentration score (HHI): 920. 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
- FXNAX0% shared · 5 names
- VTI13% shared · 21 names
- VOO15% shared · 12 names
- VFIAX15% shared · 12 names
- SPY14% shared · 12 names
- SOXX40% shared · 13 names
- SMH43% shared · 11 names
- QQQ21% shared · 12 names
- MAGS3% shared · 1 names
- IWM0% shared · 5 names
- IVV15% shared · 12 names
- HUMN2% shared · 1 names
- AGIX14% shared · 5 names
- FXAIX15% shared · 11 names
- FUSIX1% shared · 1 names
- FGOMX0% shared · 2 names
- FEMKX3% shared · 1 names
- FCTDX7% shared · 17 names
- FIWGX0% shared · 5 names
- FCNTX15% shared · 13 names
- FBGRX26% shared · 15 names
- XLK30% shared · 12 names
- XOVR16% shared · 3 names
- FBALX11% shared · 14 names
- DIA3% shared · 1 names
- VTSAX13% shared · 21 names
- ACWI9% shared · 14 names
Insight summary
A clear read on this fund, written from the data above.
Fidelity Select Semiconductors focuses on semiconductor stocks, with a high concentration in its top 10 holdings.
The fund has 70 holdings, with 76.1% of its assets in the top 10. It primarily invests in common stocks, mostly in the US. The largest industry exposure is semiconductors, making up 71.4% of the fund. The data is as of May 31, 2026, and is considered delayed.
What to watch: Watch for changes in interest rates and economic growth, as these could impact the fund's performance.
Data freshness
How current the numbers on this page are.
Holdings disclosed 2026-05-31. They may not reflect current positioning.
Holdings as of 2026-05-31 · Prices as of 2026-09-04 · 98 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.