FSELX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	23.62%	37,452,680
2	AVGO	Broadcom Inc.	13.72%	9,553,752
3	MRVL	Marvell Technology, Inc.	9.72%	30,526,435
4	MU	Micron Technology, Inc.	5.46%	6,476,386
5	MPWR	Monolithic Power Systems, Inc.	5.37%	1,623,680
6	NXPI	NXP Semiconductors N.V.	5.31%	7,646,006
7	LRCX	Lam Research Corporation	5.25%	9,437,857
8	ON	ON Semiconductor Corporation	4.60%	25,721,808
9	n/a	Fidelity Cash Central Fund	4.24%	1,189,473,467
10	GFS	GlobalFoundries Inc.	3.43%	26,839,833
11	ALAB	Astera Labs, Inc.	3.37%	5,994,845
12	WDC	Western Digital Corporation	2.31%	3,975,855
13	NVMI	Nova Ltd.	2.15%	1,928,080
14	AMD	Advanced Micro Devices, Inc.	2.01%	2,589,500
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.96%	3,145,164
16	ALGM	Allegro MicroSystems, Inc.	1.35%	14,179,921
17	COHR	Coherent Corp.	1.11%	1,893,562
18	ADI	Analog Devices, Inc.	1.08%	1,138,375
19	PI	Impinj, Inc.	0.69%	1,122,366
20	ASML	ASML Holding N.V.	0.59%	154,993
21	TYO: 285A	Kioxia Holdings Corporation	0.45%	2,117,800
22	ENTG	Entegris, Inc.	0.44%	1,605,218
23	INTC	Intel Corporation	0.41%	2,824,600
24	SIMO	Silicon Motion Technology Corporation	0.39%	1,220,400
25	SYNA	Synaptics Incorporated	0.33%	1,366,828

Showing 25 of 58 holdings

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As of Nov 30, 2025

Asset Allocation