# Portfolio overlap — FSELX vs FELAX

Comparing **Select Semiconductors Portfolio** (2026-02-28) and **Fidelity Advisor Semiconductors Fund** (2026-01-31).

- Shared positions: 42
- Select Semiconductors Portfolio covered by Fidelity Advisor Semiconductors Fund: 0.9080696599653764499866008846
- Fidelity Advisor Semiconductors Fund covered by Select Semiconductors Portfolio: 0.9080696599653764499866008847

## Select Semiconductors Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.240533 | ✓ |
| BROADCOM INC | 0.116313 | ✓ |
| MARVELL TECHNOLOGY INC | 0.086405 | ✓ |
| MICRON TECHNOLOGY INC | 0.070188 | ✓ |
| NXP SEMICONDUCTORS NV | 0.062973 | ✓ |
| MONOLITHIC POWER SYS INC | 0.054646 | ✓ |
| LAM RESEARCH CORP | 0.052234 | ✓ |
| ON SEMICONDUCTOR CORP | 0.051722 | ✓ |
| GLOBALFOUNDRIES INC | 0.039890 | ✓ |
| WESTERN DIGITAL CORP | 0.030530 | ✓ |
| ASML HOLDING-NY | 0.030336 | ✓ |
| NOVA LTD | 0.025876 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.023864 | ✓ |
| ASTERA LABS INC | 0.023066 | ✓ |
| COHERENT CORP | 0.019645 | ✓ |
| ALLEGRO MICROSYSTEMS INC | 0.018278 | ✓ |
| Fidelity Cash Central Fund | 0.015974 | ✓ |
| KIOXIA HOLDINGS | 0.007550 | ✓ |
| ENTEGRIS INC | 0.006502 | ✓ |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.004855 | ✓ |
| IMPINJ INC | 0.004210 | ✓ |
| SYNAPTICS INC | 0.003405 | ✓ |
| FRORE SYSTEMS INC SER C PC PP | 0.002477 | ✓ |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.002020 | ✓ |
| ARM HOLDINGS LTD | 0.001049 |  |
| LIGHTMATTER INC SERIES D PC PP | 0.000890 | ✓ |
| TAALAS INC WT PP | 0.000801 | ✓ |
| ALIF SEMICONDUCTOR SER D PP | 0.000689 | ✓ |
| ELEMENT LABS LTD SER B PC PP | 0.000532 | ✓ |
| TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.000441 | ✓ |
| ALPHA and OMEGA SEMICNDTR LTD | 0.000330 |  |
| EMPOWER SEMICONDUCTOR INC SER D PC PP | 0.000311 | ✓ |
| SIMA TECHNOLOGIES INC SER B PC PP | 0.000251 | ✓ |
| DANGER DEVICES INC SER B PC PP | 0.000219 | ✓ |
| RETYM INC SER D PC PP | 0.000185 | ✓ |
| DIAMOND FOUNDRY INC SER C PC PP | 0.000180 | ✓ |
| DENSITY AI INC SEED PC PP | 0.000177 | ✓ |
| CELESTIAL AI INC SER C-1 PC PP | 0.000139 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.000092 | ✓ |
| AEVA TECHNOLOGIES INC | 0.000089 | ✓ |
| LYTE AI INC SER B PC PP | 0.000080 | ✓ |
| AKEANA SER C PC PP | 0.000032 | ✓ |
| MENLO MICROSYSTEMS INC SER C PC PP | 0.000012 | ✓ |
| WOLFSPEED INC/DE | 0.000004 | ✓ |

## 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 `0000035402-26-002680` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002680/0000035402-26-002680-index.htm>
- N-PORT (fund B) — accession `0000035402-26-001927` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/315700/000003540226001927/0000035402-26-001927-index.htm>

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_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._

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