FSELX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	25.85%	35,595,980
2	AVGO	Broadcom Inc.	14.24%	11,243,652
3	TSM	Taiwan Semiconductor Manufacturing Company Limited	6.72%	6,451,139
4	NXPI	NXP Semiconductors N.V.	6.70%	6,672,588
5	MRVL	Marvell Technology, Inc.	5.95%	16,714,795
6	ON	ON Semiconductor Corporation	5.41%	22,467,790
7	LRCX	Lam Research Corporation	5.10%	11,394,957
8	MU	Micron Technology, Inc.	4.90%	8,651,277
9	MPWR	Monolithic Power Systems, Inc.	4.67%	1,390,459
10	GFS	GlobalFoundries Inc.	3.87%	22,056,345
11	WDC	Western Digital Corporation	2.75%	9,336,451
12	NVMI	Nova Ltd.	2.31%	1,827,952
13	ALGM	Allegro MicroSystems, Inc.	2.14%	13,589,321
14	ALAB	Astera Labs, Inc.	1.86%	4,473,847
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.82%	2,767,864
16	ASML	ASML Holding N.V.	1.27%	345,981
17	TER	Teradyne, Inc.	0.94%	2,273,680
18	PI	Impinj, Inc.	0.72%	1,410,366
19	SIMO	Silicon Motion Technology Corporation	0.42%	1,220,400
20	SYNA	Synaptics Incorporated	0.41%	1,366,828
21	TYO: 285A	Kioxia Holdings Corporation	0.40%	5,007,400
22	COHR	Coherent Corp.	0.27%	653,962
23	AMD	Advanced Micro Devices, Inc.	0.22%	339,800
24	LSCC	Lattice Semiconductor Corporation	0.17%	737,176
25	n/a	Lightmatter Inc Ser C-1 Pc Pp	0.08%	271,273

As of Jun 30, 2025

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