Select Semiconductors Portfolio

Fund Profile

Fund profile

Tickers

FSELX

Fund manager

Fidelity Select Multimedia Portfolio

Total assets

$20.69 bn

Liabilities

$364.37 mm

Net assets

$20.33 bn

Number of holdings

46.00

46 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	5.19 bn	37.52 mm shares	25.52	Common equity	Long	USA
Fidelity Cash Central Fund	1.49 bn	1.49 bn shares	7.33	Short-term investment vehicle	Long	USA
Broadcom Pte. Ltd.	1.43 bn	8.82 mm shares	7.03	Common equity	Long	USA
ON ON Semiconductor Corporation	1.29 bn	18.17 mm shares	6.36	Common equity	Long	USA
NXP SEMICONDUCTORS NV	1.27 bn	5.55 mm shares	6.26	Common equity	Long	Netherlands
MRVL Marvell Technology, Inc.	1.20 bn	12.90 mm shares	5.88	Common equity	Long	USA
TSM Taiwan Semiconductor Manufacturing Company Limited	1.05 bn	5.67 mm shares	5.15	Common equity	Long	Taiwan
MU Micron Technology, Inc.	953.16 mm	9.73 mm shares	4.69	Common equity	Long	USA
GLOBALFOUNDRIES INC	926.73 mm	21.43 mm shares	4.56	Common equity	Long	Cayman Islands
LRCX Lam Research Corporation	843.53 mm	11.42 mm shares	4.15	Common equity	Long	USA
MPWR Monolithic Power Systems, Inc.	783.67 mm	1.38 mm shares	3.86	Common equity	Long	USA
WDC Western Digital Corporation	637.70 mm	8.74 mm shares	3.14	Common equity	Long	USA
ASML HLDG NV (NY REG SHS) NEW YORK REGISTERED SHARES	572.91 mm	834.40 k shares	2.82	Common equity	Long	Netherlands
ALAB Astera Labs, Inc. Common Stock	393.90 mm	3.82 mm shares	1.94	Common equity	Long	USA
AMD Advanced Micro Devices, Inc.	374.73 mm	2.73 mm shares	1.84	Common equity	Long	USA
TER Teradyne, Inc.	372.63 mm	3.39 mm shares	1.83	Common equity	Long	USA
Fidelity Securities Lending Cash Central Fund	353.46 mm	353.42 mm shares	1.74	Short-term investment vehicle	Long	USA
MTSI MACOM Technology Solutions Holdings, Inc.	315.85 mm	2.38 mm shares	1.55	Common equity	Long	USA
NOVA MEASURING INSTRUMENTS LTD	295.33 mm	1.61 mm shares	1.45	Common equity	Long	Israel
PI Impinj, Inc.	271.09 mm	1.41 mm shares	1.33	Common equity	Long	USA
ALGM Allegro MicroSystems, Inc.	182.77 mm	8.41 mm shares	0.90	Common equity	Long	USA
QCOM QUALCOMM Incorporated	116.40 mm	734.22 k shares	0.57	Common equity	Long	USA
SYNA Synaptics Incorporated	101.05 mm	1.26 mm shares	0.50	Common equity	Long	USA
SIMO Silicon Motion Technology Corporation	64.77 mm	1.22 mm shares	0.32	Common equity	Long	Cayman Islands
COHR Coherent, Inc.	55.14 mm	550.56 k shares	0.27	Common equity	Long	USA
LSCC Lattice Semiconductor Corporation	30.21 mm	532.42 k shares	0.15	Common equity	Long	USA
ENPH Enphase Energy, Inc.	22.18 mm	310.82 k shares	0.11	Common equity	Long	USA
ALPHA and OMEGA SEMICNDTR LTD	21.29 mm	513.30 k shares	0.10	Common equity	Long	Bermuda
LIGHTMATTER INC SER C-1 PC PP	17.56 mm	271.27 k shares	0.09	Preferred equity	Long	USA
FRORE SYSTEMS INC SER C PC PP	16.79 mm	1.08 mm shares	0.08	Preferred equity	Long	USA
LIGHTMATTER INC SERIES D PC PP	13.30 mm	166.40 k shares	0.07	Preferred equity	Long	USA
ALIF SEMICONDUCTOR SER C PP	7.97 mm	444.28 k shares	0.04	Preferred equity	Long	USA
DIAMOND FOUNDRY INC SER C PC PP	5.24 mm	190.00 k shares	0.03	Preferred equity	Long	USA
WOLF Wolfspeed, Inc.	4.01 mm	418.40 k shares	0.02	Common equity	Long	USA
RETYM INC SER C PC PP	3.95 mm	458.95 k shares	0.02	Preferred equity	Long	USA
LYTE AI INC SER B PC PP	3.10 mm	246.00 k shares	0.02	Preferred equity	Long	USA
LIGHTMATTER INC SER C-2 PC PP	2.81 mm	42.61 k shares	0.01	Preferred equity	Long	USA
TENSTORRENT HOLDINGS INC SER D-1 PC PP	2.55 mm	32.40 k shares	0.01	Preferred equity	Long	USA
SIMA TECHNOLOGIES INC SER B PC PP	1.94 mm	309.90 k shares	0.01	Preferred equity	Long	USA
TENSTORRENT HOLDINGS INC SER C-1 PC PP	1.26 mm	17.04 k shares	0.01	Preferred equity	Long	USA
SIMA TECHNOLOGIES INC SER B-1 PC PP	1.19 mm	163.15 k shares	0.01	Preferred equity	Long	USA
AKEANA SER C PC PP	1.08 mm	85.50 k shares	0.01	Preferred equity	Long	USA
AEVA Aeva Technologies, Inc.	1.01 mm	219.56 k shares	0.00	Common equity	Long	USA
TENSTORRENT HOLDINGS INC SER D-2 PC PP	647.08 k	8.52 k shares	0.00	Preferred equity	Long	USA
MENLO MICROSYSTEMS INC SER C PC PP	473.28 k	739.50 k shares	0.00	Preferred equity	Long	USA
SIMA TECHNOLOGIES INC CONV 10% 12/31/2027 P/P	455.35 k	450.84 k principal	0.00	Preferred equity	Long	USA