Your funds, side by side
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 · 25 lines · as of Feb 28, 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 | 24.07 % |
| Broadcom Inc | 11.64 % |
| Marvell Technology Inc | 8.65 % |
| Micron Technology Inc | 7.02 % |
| NXP Semiconductors NV | 6.30 % |
| Monolithic Power Systems Inc | 5.47 % |
| Lam Research Corp | 5.23 % |
| ON Semiconductor Corp | 5.18 % |
| GLOBALFOUNDRIES Inc | 3.99 % |
| Western Digital Corp | 3.05 % |
| ASML Holding NV | 3.04 % |
| Nova Ltd | 2.59 % |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 2.39 % |
| Astera Labs Inc | 2.31 % |
| Coherent Corp | 1.97 % |
| Allegro MicroSystems Inc | 1.83 % |
| Kioxia Holdings Corp. | 0.76 % |
| Entegris Inc | 0.65 % |
| Silicon Motion Technology Corp | 0.49 % |
| Impinj Inc | 0.42 % |
| Synaptics Inc | 0.34 % |
| ARM Holdings PLC | 0.11 % |
| Alpha & Omega Semiconductor Ltd | 0.03 % |
| Aeva Technologies Inc | 0.01 % |
| Wolfspeed Inc | 0.00 % |
1 funds, 25 lines read.