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.
+2.4% 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%
- 17ARMARM 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
- SOXX40% shared · 14 names
- FUSIX1% shared · 1 names
- FXAIX15% shared · 11 names
- FXNAX0% shared · 5 names
- HUMN4% shared · 2 names
- IVV15% shared · 12 names
- IWM0% shared · 5 names
- KOID4% shared · 2 names
- MAGS3% shared · 1 names
- QQQ22% shared · 13 names
- FBALX11% shared · 14 names
- ROBO3% shared · 2 names
- FCNTX15% shared · 14 names
- SMH45% shared · 12 names
- FEMKX3% shared · 1 names
- SPY15% shared · 12 names
- VFIAX15% shared · 12 names
- VOO15% shared · 12 names
- VTI13% shared · 21 names
- VTSAX13% shared · 21 names
- XLK30% shared · 12 names
- XOVR16% shared · 3 names
- FIWGX0% shared · 5 names
- DIA3% shared · 1 names
- FBGRX26% shared · 15 names
- AGIX15% shared · 6 names
- ACWI9% shared · 14 names
- FGOMX0% shared · 2 names
- FCTDX7% shared · 18 names
Insight summary
A clear read on this fund, written from the data above.
Fidelity Select Semiconductors focuses on the semiconductor industry with high concentration.
The fund has 70 holdings. It is concentrated in its top 10 holdings, which make up 76.1% of the total. Most of its assets are in common stock (96.2%). The fund mainly invests in US companies (79.5%). The largest industry is semiconductors (72.8%). The data is current as of May 31, 2026, but is 102 days old.
What to watch: Interest rates and economic growth could impact this 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 2026-09-08 · 102 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.