Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FTHCX vs FSELX
Shared holdings
18
FTHCX covered by FSELX
43.29%
FSELX covered by FTHCX
43.29%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
FTHCX (Oct. 31, 2025)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 26.13% | |
| APPLE INC | 11.99% | |
| MICROSOFT CORP | 10.41% | |
| MARVELL TECHNOLOGY INC | 4.80% | |
| CISCO SYSTEMS INC | 4.02% | |
| NXP SEMICONDUCTORS NV | 3.61% | |
| ON SEMICONDUCTOR CORP | 3.01% | |
| SNOWFLAKE INC CL A | 2.77% | |
| SHOPIFY INC CL A | 2.77% | |
| MICRON TECHNOLOGY INC | 2.56% | |
| TSMC | 2.48% | |
| DATADOG INC CL A | 2.13% | |
| SERVICENOW INC | 2.00% | |
| GLOBALFOUNDRIES INC | 1.74% | |
| WESTERN DIGITAL CORP | 1.63% | |
| CROWDSTRIKE HOLDINGS INC | 1.58% | |
| MANHATTAN ASSOCIATES INC | 1.51% | |
| AMAZON.COM INC | 1.36% | |
| OKTA INC CL A | 1.28% | |
| ASTERA LABS INC | 1.17% | |
| CYBER-ARK SOFTWARE LTD | 1.08% | |
| UBER TECHNOLOGIES INC | 0.99% | |
| HUBSPOT INC | 0.94% | |
| NETFLIX INC | 0.89% | |
| MONGODB INC CL A | 0.84% | |
| ASML Holding NV | 0.78% | |
| COREWEAVE INC | 0.73% | |
| SANDISK CORPORATION | 0.70% | |
| ANTHROPIC PBC SERIES F PC PP | 0.67% | |
| ZSCALER INC | 0.59% | |
| Fidelity Cash Central Fund | 0.44% | |
| DATABRICKS INC SER L PC PP | 0.29% | |
| AUTODESK INC | 0.20% | |
| MONDAY.COM LTD | 0.17% | |
| LYFT INC-A | 0.16% | |
| AIRBNB INC CLASS A | 0.15% | |
| PINE LABS LTD PP (FDI) (6 MONTH LOCKUP) | 0.13% | |
| REVOLUT GROUP HOLDINGS LTD PP | 0.12% | |
| OPEN AI GLOBAL LLC CONVERTIBLE INTEREST RT PP | 0.11% | |
| ORACLE CORP | 0.10% | |
| LIGHTMATTER INC SERIES D PC PP | 0.09% | |
| X.AI HOLDINGS CORP SER E PC PP | 0.09% | |
| VAST DATA LTD SER E PC PP | 0.09% | |
| RUNWAY AI, INC SER E PC PP | 0.08% | |
| BYTEDANCE LTD SER E-1 PC PP | 0.07% | |
| TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.06% | |
| CELESTIAL AI INC SER C-1 PC PP | 0.06% | |
| PHYSICAL INTELLIGENCE SER B PC PP | 0.06% | |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.06% | |
| DIAMOND FOUNDRY INC SER C PC PP | 0.05% |
FSELX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 24.05% | |
| BROADCOM INC | 11.63% | |
| MARVELL TECHNOLOGY INC | 8.64% | |
| MICRON TECHNOLOGY INC | 7.02% | |
| NXP SEMICONDUCTORS NV | 6.30% | |
| MONOLITHIC POWER SYS INC | 5.46% | |
| LAM RESEARCH CORP | 5.22% | |
| ON SEMICONDUCTOR CORP | 5.17% | |
| GLOBALFOUNDRIES INC | 3.99% | |
| WESTERN DIGITAL CORP | 3.05% | |
| ASML HOLDING-NY | 3.03% | |
| NOVA LTD | 2.59% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 2.39% | |
| ASTERA LABS INC | 2.31% | |
| COHERENT CORP | 1.96% | |
| ALLEGRO MICROSYSTEMS INC | 1.83% | |
| Fidelity Cash Central Fund | 1.60% | |
| KIOXIA HOLDINGS | 0.76% | |
| ENTEGRIS INC | 0.65% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.49% | |
| IMPINJ INC | 0.42% | |
| SYNAPTICS INC | 0.34% | |
| FRORE SYSTEMS INC SER C PC PP | 0.25% | |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.20% | |
| ARM HOLDINGS LTD | 0.10% | |
| LIGHTMATTER INC SERIES D PC PP | 0.09% | |
| TAALAS INC WT PP | 0.08% | |
| ALIF SEMICONDUCTOR SER D PP | 0.07% | |
| ELEMENT LABS LTD SER B PC PP | 0.05% | |
| TENSTORRENT HOLDINGS, INC SER C-1 PC PP | 0.04% | |
| ALPHA and OMEGA SEMICNDTR LTD | 0.03% | |
| EMPOWER SEMICONDUCTOR INC SER D PC PP | 0.03% | |
| SIMA TECHNOLOGIES INC SER B PC PP | 0.03% | |
| DANGER DEVICES INC SER B PC PP | 0.02% | |
| RETYM INC SER D PC PP | 0.02% | |
| DIAMOND FOUNDRY INC SER C PC PP | 0.02% | |
| DENSITY AI INC SEED PC PP | 0.02% | |
| CELESTIAL AI INC SER C-1 PC PP | 0.01% | |
| Fidelity Securities Lending Cash Central Fund | 0.01% | |
| AEVA TECHNOLOGIES INC | 0.01% | |
| LYTE AI INC SER B PC PP | 0.01% | |
| AKEANA SER C PC PP | 0.00% | |
| MENLO MICROSYSTEMS INC SER C PC PP | 0.00% | |
| WOLFSPEED INC/DE | 0.00% |
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