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Holdings disclosed 2026-02-28. They may not reflect current positioning.

FSELX

mutual fund

Fidelity Select Semiconductors

SEC registrant · equity

Delayed · holdings 2026-02-28
1

Fund snapshot

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

Short-term · Daily
Expense ratio
0.60% (60 bps)
Net assets
$51.35B
Yield
0.00%
Positions
63
Return · 1 yr
+141.8%
Return · 3 yr
+60.8%
+5.7%this week

+5.1% vs the broad market

2

What you actually own

The biggest positions, and where the money is concentrated.

Intermediate · Weekly

Asset mix

63 positions across 4 asset types
Common Stock97.5%
Cash1.6%
Preferred0.9%
Bond0.0%

Top holdings

Top 10 = 81% of the fund
  • 1NVDANVIDIA CORP24.05%
  • 2AVGOBROADCOM INC11.63%
  • 3MRVLMARVELL TECHNOLOGY INC8.64%
  • 4MUMICRON TECHNOLOGY INC7.02%
  • 5NXPINXP SEMICONDUCTORS NV6.30%
  • 6MPWRMONOLITHIC POWER SYSTEMS INC5.46%
  • 7LRCXLAM RESEARCH CORP5.22%
  • 8ONON SEMICONDUCTOR CORP5.17%
  • 9KYG393871085GLOBALFOUNDRIES INC3.99%
  • 10WDCWESTERN DIGITAL CORP3.05%
Show all 63 positions
  • 11ASMLASML HOLDING NV3.03%
  • 12IL0010845571NOVA LTD2.59%
  • 13MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.39%
  • 14ALABASTERA LABS INC2.31%
  • 15COHRCOHERENT CORP1.96%
  • 16ALGMALLEGRO MICROSYSTEMS INC1.83%
  • 17US31635A1051Fidelity Revere Street Trust1.60%
  • 18JP3236330001KIOXIA HOLDINGS CORPORATION0.76%
  • 19ENTGENTEGRIS INC0.65%
  • 20US82706C1080SILICON MOTION TECH CORP0.49%
  • 21PIIMPINJ INC0.42%
  • 22SYNASYNAPTICS INC0.34%
  • 23FRORE SYSTEMS INC0.15%
  • 24CEREBRAS SYSTEMS INC0.12%
  • 25US0420682058ARM HOLDINGS LIMITED0.10%
  • 26FRORE SYSTEMS INC0.09%
  • 27CEREBRAS SYSTEMS INC0.08%
  • 28LIGHTMATTER INC0.05%
  • 29ALIF SEMICONDUCTOR0.04%
  • 30TAALAS INC0.04%
  • 31LIGHTMATTER INC0.04%
  • 32ELEMENT LABS LTD0.04%
  • 33AOSLALPHA and OMEGA SEMICONDUCTOR LTD0.03%
  • 34TAALAS INC0.03%
  • 35EMPOWER SEMICONDUCTOR INC0.03%
  • 36ALIF SEMICONDUCTOR0.03%
  • 37TENSTORRENT HOLDINGS INC0.03%
  • 38DANGER DEVICES INC0.02%
  • 39DIAMOND FOUNDRY INC0.02%
  • 40DENSITY AI INC0.02%
  • 41ELEMENT LABS LTD0.02%
  • 42RETYM INC0.01%
  • 43SIMA TECHNOLOGIES INC0.01%
  • 44TENSTORRENT HOLDINGS INC0.01%
  • 45TAALAS INC0.01%
  • 46US31635A3032Fidelity Revere Street Trust0.01%
  • 47AEVAAEVA TECHNOLOGIES INC0.01%
  • 48LYTE AI INC0.01%
  • 49LIGHTMATTER INC0.01%
  • 50CELESTIAL AI INC0.01%
  • 51SIMA TECHNOLOGIES INC0.01%
  • 52CELESTIAL AI INC0.01%
  • 53RETYM INC0.00%
  • 54SIMA TECHNOLOGIES INC0.00%
  • 55AKEANA0.00%
  • 56TENSTORRENT HOLDINGS INC0.00%
  • 57SIMA TECHNOLOGIES INC0.00%
  • 58TENSTORRENT HOLDINGS INC0.00%
  • 59CELESTIAL AI INC0.00%
  • 60MENLO MICRO INC0.00%
  • 61WOLFWOLFSPEED INC/DE0.00%
  • 62CELESTIAL AI INC0.00%
  • 63CELESTIAL AI INC0.00%

Sector mix

Sector breakdown isn't available for this fund.

More breakdowns

Company size

Mega59.6%
Large27.3%
Mid2.6%
Small0.0%

Country

US82.6%
NL9.3%
KY4.5%
IL2.6%
JP0.8%
GB0.1%
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 Technology76%

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 81% of the fund, and the single largest is 24.1%.

Show details

Concentration score (HHI): 1025. 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

  • DIA3% shared · 1 names
  • FCNTX12% shared · 11 names
  • FCTDX4% shared · 13 names
  • AGIX12% shared · 5 names
  • FEMKX3% shared · 1 names
  • FGOMX0% shared · 1 names
  • FUSIX1% shared · 1 names
  • FXAIX12% shared · 8 names
  • FXNAX0% shared · 5 names
  • HUMN5% shared · 1 names
  • IVV12% shared · 9 names
  • IWM0% shared · 4 names
  • MAGS5% shared · 1 names
  • FBGRX24% shared · 12 names
  • QQQ18% shared · 9 names
  • SMH45% shared · 10 names
  • SOXX48% shared · 12 names
  • SPY14% shared · 9 names
  • VFIAX12% shared · 9 names
  • VOO12% shared · 9 names
  • VTI10% shared · 18 names
  • VTSAX10% shared · 18 names
  • XOVR4% shared · 1 names
  • XLK31% shared · 9 names
  • FBALX8% shared · 8 names
5

Insight summary

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

Long-term · 1–3 yr

Fidelity Select Semiconductors is a concentrated fund with 63 holdings.

The fund has an expense ratio of 0.60%. It is concentrated in its top 10 holdings, which make up 80.5% of the fund. Most of the fund is in common stocks. It mainly invests in US companies, especially in the Information Technology sector. The latest data is from February 28, 2026, and is 105 days old.

What to watch: Watch for changes in interest rates and economic growth.

6

Data freshness

How current the numbers on this page are.

Short-term · Daily

Holdings disclosed 2026-02-28. They may not reflect current positioning.

Holdings as of 2026-02-28 · Prices as of 2026-06-12 · 105 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.