Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Select Semiconductors Portfolio Fidelity Select Portfolios · 29 lines · as of May 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Select Semiconductors Portfolio |
|---|---|
| NVIDIA Corp | 22.12 % |
| Broadcom Inc | 12.99 % |
| Marvell Technology Inc | 7.44 % |
| NXP Semiconductors NV | 5.81 % |
| ON Semiconductor Corp | 5.22 % |
| MONOLITHIC POWER SYSTEMS INC | 5.19 % |
| Astera Labs Inc | 5.11 % |
| GLOBALFOUNDRIES INC | 4.71 % |
| ASML Holding NV | 4.60 % |
| Lam Research Corp | 3.28 % |
| WESTERN DIGITAL CORP | 3.19 % |
| Micron Technology Inc | 3.19 % |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 2.70 % |
| Nova Ltd | 1.89 % |
| Allegro MicroSystems Inc | 1.56 % |
| ARM Holdings PLC | 1.34 % |
| Coherent Corp | 1.30 % |
| Kioxia Holdings Corp | 1.27 % |
| KLA Corp | 0.75 % |
| Sandisk Corp | 0.59 % |
| Entegris Inc | 0.43 % |
| Cerebras Systems Inc | 0.41 % |
| Synaptics Inc | 0.37 % |
| Impinj Inc | 0.33 % |
| Silicon Motion Technology Corp | 0.24 % |
| Credo Technology Group Holding Ltd | 0.20 % |
| Alpha & Omega Semiconductor Ltd | 0.05 % |
| Aeva Technologies Inc | 0.01 % |
| Wolfspeed Inc | 0.00 % |
Titelia read 29 lines in these 1 funds.