# Portfolio overlap — FATIX vs FELAX Comparing **Fidelity Advisor Technology Fund** (2025-10-31) and **Fidelity Advisor Semiconductors Fund** (2026-01-31). - Shared positions: 18 - Fidelity Advisor Technology Fund covered by Fidelity Advisor Semiconductors Fund: 0.4423588190915581682143041779 - Fidelity Advisor Semiconductors Fund covered by Fidelity Advisor Technology Fund: 0.4423588190915581682143041779 ## Fidelity Advisor Technology Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NVIDIA CORP | 0.261345 | ✓ | | APPLE INC | 0.119910 | | | MICROSOFT CORP | 0.104052 | | | MARVELL TECHNOLOGY INC | 0.047995 | ✓ | | CISCO SYSTEMS INC | 0.040200 | | | NXP SEMICONDUCTORS NV | 0.036094 | ✓ | | ON SEMICONDUCTOR CORP | 0.030094 | ✓ | | SNOWFLAKE INC CL A | 0.027710 | | | SHOPIFY INC CL A | 0.027689 | | | MICRON TECHNOLOGY INC | 0.025604 | ✓ | | TSMC | 0.024774 | | | DATADOG INC CL A | 0.021276 | | | SERVICENOW INC | 0.020040 | | | GLOBALFOUNDRIES INC | 0.017355 | ✓ | | WESTERN DIGITAL CORP | 0.016296 | ✓ | | CROWDSTRIKE HOLDINGS INC | 0.015806 | | | MANHATTAN ASSOCIATES INC | 0.015082 | | | AMAZON.COM INC | 0.013648 | | | OKTA INC CL A | 0.012809 | | | ASTERA LABS INC | 0.011712 | ✓ | | CYBER-ARK SOFTWARE LTD | 0.010773 | | | UBER TECHNOLOGIES INC | 0.009862 | | | HUBSPOT INC | 0.009373 | | | NETFLIX INC | 0.008913 | | | MONGODB INC CL A | 0.008448 | | | ASML Holding NV | 0.007846 | | | COREWEAVE INC | 0.007316 | | | SANDISK CORPORATION | 0.007014 | | | ANTHROPIC PBC SERIES F PC PP | 0.006674 | | | ZSCALER INC | 0.005931 | | | Fidelity Cash Central Fund | 0.004448 | ✓ | | DATABRICKS INC SER L PC PP | 0.002908 | | | AUTODESK INC | 0.001952 | | | MONDAY.COM LTD | 0.001652 | | | LYFT INC-A | 0.001590 | | | AIRBNB INC CLASS A | 0.001520 | | | PINE LABS LTD PP (FDI) (6 MONTH LOCKUP) | 0.001261 | | | REVOLUT GROUP HOLDINGS LTD PP | 0.001202 | | | OPEN AI GLOBAL LLC CONVERTIBLE INTEREST RT PP | 0.001056 | | | ORACLE CORP | 0.000955 | | | LIGHTMATTER INC SERIES D PC PP | 0.000911 | ✓ | | X.AI HOLDINGS CORP SER E PC PP | 0.000905 | | | VAST DATA LTD SER E PC PP | 0.000855 | | | RUNWAY AI, INC SER E PC PP | 0.000793 | | | BYTEDANCE LTD SER E-1 PC PP | 0.000733 | | | TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.000606 | ✓ | | CELESTIAL AI INC SER C-1 PC PP | 0.000600 | ✓ | | PHYSICAL INTELLIGENCE SER B PC PP | 0.000594 | | | CEREBRAS SYSTEMS INC SER G PC PP | 0.000585 | ✓ | | DIAMOND FOUNDRY INC SER C PC PP | 0.000486 | ✓ | ## Fidelity Advisor Semiconductors Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NVIDIA CORP | 0.249957 | ✓ | | BROADCOM INC | 0.109029 | | | MICRON TECHNOLOGY INC | 0.086464 | ✓ | | MARVELL TECHNOLOGY INC | 0.076327 | ✓ | | NXP SEMICONDUCTORS NV | 0.063437 | ✓ | | MONOLITHIC POWER SYS INC | 0.053048 | | | LAM RESEARCH CORP | 0.049273 | | | ON SEMICONDUCTOR CORP | 0.043227 | ✓ | | Fidelity Cash Central Fund | 0.035564 | ✓ | | GLOBALFOUNDRIES INC | 0.031954 | ✓ | | ASTERA LABS INC | 0.030835 | ✓ | | NOVA LTD | 0.027286 | | | WESTERN DIGITAL CORP | 0.023630 | ✓ | | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020036 | | | ALLEGRO MICROSYSTEMS INC | 0.015158 | | | Fidelity Securities Lending Cash Central Fund | 0.014045 | ✓ | | ASML HOLDING-NY | 0.012664 | | | ANALOG DEVICES INC | 0.010766 | | | Silicon Motion Technology Corp. SPONSORED ADR | 0.009450 | | | TAIWAN SEMIC MFG CO LTD SP ADR | 0.007150 | | | COHERENT CORP | 0.007005 | | | ENTEGRIS INC | 0.005544 | | | KIOXIA HOLDINGS | 0.005377 | | | IMPINJ INC | 0.003997 | | | SYNAPTICS INC | 0.002207 | | | CEREBRAS SYSTEMS INC SER G PC PP | 0.001131 | ✓ | | TAALAS INC WT PP | 0.000739 | | | FRORE SYSTEMS INC SER C PC PP | 0.000707 | | | LIGHTMATTER INC SERIES D PC PP | 0.000697 | ✓ | | CELESTIAL AI INC SER C-1 PC PP | 0.000625 | ✓ | | ALIF SEMICONDUCTOR SER D PP | 0.000540 | | | ELEMENT LABS LTD SER B PC PP | 0.000448 | | | EMPOWER SEMICONDUCTOR INC SER D PC PP | 0.000359 | | | TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.000340 | ✓ | | DANGER DEVICES INC SER B PC PP | 0.000200 | | | SIMA TECHNOLOGIES INC SER B PC PP | 0.000200 | ✓ | | DENSITY AI INC SEED PC PP | 0.000176 | | | RETYM INC SER D PC PP | 0.000138 | ✓ | | DIAMOND FOUNDRY INC SER C PC PP | 0.000108 | ✓ | | LYTE AI INC SER B PC PP | 0.000068 | | | AEVA TECHNOLOGIES INC | 0.000057 | | | AKEANA SER C PC PP | 0.000025 | ✓ | | MENLO MICROSYSTEMS INC SER C PC PP | 0.000008 | | | WOLFSPEED INC/DE | 0.000001 | | | WOLFSPEED ESCROW | 0.000000 | | ## Sources - N-PORT (fund A) — accession `0000035402-25-002863` (as of 2025-10-31) - N-PORT (fund B) — accession `0000035402-26-001927` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _