FSELX Holdings List

As of Apr 30, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	26.33%	38,885,880
2	AVGO	Broadcom Inc.	11.23%	9,386,562
3	TSM	Taiwan Semiconductor Manufacturing Company Limited	7.06%	6,813,139
4	NXPI	NXP Semiconductors N.V.	6.44%	5,616,709
5	MRVL	Marvell Technology, Inc.	5.90%	16,258,859
6	MPWR	Monolithic Power Systems, Inc.	5.75%	1,559,524
7	LRCX	Lam Research Corporation	5.46%	12,259,207
8	ON	ON Semiconductor Corporation	5.43%	21,988,136
9	MU	Micron Technology, Inc.	4.76%	9,944,377
10	GFS	GlobalFoundries Inc.	4.73%	21,703,545
11	WDC	Western Digital Corporation	2.79%	10,222,346
12	NVMI	Nova Ltd.	2.07%	1,694,652
13	ASML	ASML Holding N.V.	1.97%	474,081
14	MTSI	MACOM Technology Solutions Holdings, Inc.	1.73%	2,688,964
15	ALGM	Allegro MicroSystems, Inc.	1.57%	13,230,294
16	ALAB	Astera Labs, Inc.	1.40%	3,455,942
17	TER	Teradyne, Inc.	1.05%	2,273,680
18	PI	Impinj, Inc.	0.81%	1,410,366
19	SYNA	Synaptics Incorporated	0.53%	1,519,828
20	SNDK	Sandisk Corporation	0.46%	2,285,427
21	n/a	Fidelity Cash Central Fund	0.45%	73,081,897
22	TYO: 285A	Kioxia Holdings Corporation	0.40%	5,007,400
23	SIMO	Silicon Motion Technology Corporation	0.38%	1,220,400
24	COHR	Coherent Corp.	0.26%	653,962
25	LSCC	Lattice Semiconductor Corporation	0.22%	737,176
26	n/a	Lightmatter Inc Ser C-1 Pc Pp	0.10%	271,273
27	n/a	Frore Systems Inc Ser C Pc Pp	0.10%	1,078,255
28	n/a	Lightmatter Inc Series D Pc Pp	0.08%	166,400
29	n/a	Alif Semiconductor Ser C Pp	0.07%	444,283
30	n/a	Tenstorrent Hold Ser D-1 Pc Pp	0.06%	149,736
31	AOSL	Alpha and Omega Semiconductor Limited	0.06%	513,296
32	n/a	Alif Semiconductor Ser D Pp	0.05%	322,100
33	n/a	Celestial Ai Inc	0.05%	510,250
34	n/a	Taalas Inc Ser B Pc Pp	0.05%	144,600
35	n/a	Danger Devices Inc Ser B Pc Pp	0.04%	7,867,300
36	n/a	Element Labs Ltd Ser A Pc Pp	0.03%	1,368,700
37	n/a	Diamond Foundry In Ser C Pc Pp	0.03%	189,999
38	n/a	Retym Inc Ser C Pc Pp	0.02%	458,946
39	n/a	Lyte Ai Inc Ser B Pc Pp	0.02%	246,000
40	n/a	Celestial Ai Inc Ser A Pc Pp	0.02%	169,279
41	n/a	Lightmatter Inc Ser C-2 Pc Pp	0.02%	42,610
42	n/a	Celestial Ai Inc Ser B Pc Pp	0.01%	127,379
43	n/a	Sima Technologies Inc Ser B Pc	0.01%	309,900
44	AEVA	Aeva Technologies, Inc.	0.01%	219,560
45	WOLF	Wolfspeed, Inc.	0.01%	418,400
46	n/a	Tenstorrent Holdings Inc Ser C	0.01%	17,041
47	n/a	Sima Technologies Inc Ser B-1	0.01%	163,147
48	n/a	Retym Inc Ser D Pc Pp	0.01%	113,854
49	n/a	Akeana Ser C Pc Pp	0.01%	85,500
50	n/a	Tenstorrent Hold Ser D-2 Pc Pp	0.00%	8,522

As of Apr 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.74%
Other	0.67%
Cash	0.58%
Bond	0.00%

Sector Breakdown

Sector	% Weight
Information Technology	95.29%
Other	4.42%
Industrials	0.29%

Country Breakdown

Sector	% Weight
United States	86.47%
Netherlands	10.69%
Israel	1.58%
Other	0.89%
Singapore	0.37%