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FSELX

mutual fund

Fidelity Select Semiconductors

SEC registrant · equity

Recent · holdings 2026-05-31
1

Fund snapshot

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

Short-term · Daily
Expense ratio
1.04% (104 bps)
Net assets
$54.43B
Yield
0.00%
Positions
70
Return · 1 yr
+100.4%
Return · 3 yr
+49.1%
+3.9%this week

+4.5% vs the broad market

2

What you actually own

The biggest positions, and where the money is concentrated.

Intermediate · Weekly

Asset mix

70 positions across 4 asset types
Common Stock96.2%
Cash2.8%
Preferred1.0%
Bond0.0%

Top 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%
  • 23US15675D1037CEREBRAS SYSTEMS INC0.40%
  • 24US31635A3032Fidelity Revere Street Trust0.37%
  • 25SYNASYNAPTICS INC0.36%
  • 262653800DCEREBRAS 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

Information Technology85.9%
More breakdowns

Company size

Mega47.3%
Large36.2%
Mid2.2%
Small0.1%

Country

US79.5%
NL10.5%
KY5.1%
IL2.2%
GB1.3%
JP1.3%

Industry

Semiconductors71.4%
Semiconductor Materials & Equipment9.0%
Technology Hardware, Storage & Peripherals3.8%
Electronic Components1.3%
Electronic Equipment & Instruments0.3%
Systems Software0.0%
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 Technology86%

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 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

  • FGOMX0% shared · 1 names
  • VTSAX11% shared · 20 names
  • VTI11% shared · 20 names
  • DIA2% shared · 1 names
  • FBALX11% shared · 13 names
  • FBGRX26% shared · 14 names
  • FCNTX13% shared · 12 names
  • FCTDX7% shared · 16 names
  • FIWGX0% shared · 5 names
  • FEMKX3% shared · 1 names
  • FUSIX1% shared · 1 names
  • FXAIX15% shared · 11 names
  • FXNAX0% shared · 5 names
  • AGIX12% shared · 5 names
  • HUMN5% shared · 1 names
  • IVV12% shared · 11 names
  • VOO12% shared · 11 names
  • IWM0% shared · 4 names
  • MAGS5% shared · 1 names
  • QQQ18% shared · 10 names
  • SMH45% shared · 11 names
  • VFIAX12% shared · 11 names
  • XOVR4% shared · 1 names
  • XLK31% shared · 12 names
  • SPY15% shared · 12 names
  • SOXX45% shared · 13 names
5

Insight summary

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

Long-term · 1–3 yr

Fidelity Select Semiconductors focuses on the semiconductor industry with a high concentration in its top holdings.

The fund has 70 holdings, with 76.1% of its assets in the top 10. It mainly invests in common stocks, with 79.5% of its assets in US companies. The largest sector is Information Technology, making up 85.9% of the fund. The data is recent, as of May 31, 2026, and is 56 days old.

What to watch: Interest rates and economic growth could impact the fund's performance, along with movements in the US dollar.

6

Data freshness

How current the numbers on this page are.

Short-term · Daily

Holdings as of 2026-05-31.

Holdings as of 2026-05-31 · Prices as of 2026-07-23 · 57 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.