FSELX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	25.57%	38,885,880
2	AVGO	Broadcom Inc.	10.47%	10,307,262
3	NXPI	NXP Semiconductors N.V.	6.28%	5,445,530
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	6.22%	6,176,015
5	MRVL	Marvell Technology, Inc.	5.95%	15,935,859
6	ON	ON Semiconductor Corporation	5.61%	22,717,686
7	MPWR	Monolithic Power Systems, Inc.	5.43%	1,542,218
8	LRCX	Lam Research Corporation	5.41%	12,264,943
9	MU	Micron Technology, Inc.	5.16%	9,788,254
10	GFS	GlobalFoundries Inc.	4.88%	21,805,195
11	ASML	ASML Holding N.V.	3.14%	781,703
12	WDC	Western Digital Corporation	2.51%	10,228,581
13	NVMI	Nova Ltd.	1.94%	1,732,352
14	ALGM	Allegro MicroSystems, Inc.	1.89%	12,367,976
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.64%	2,688,964
16	TER	Teradyne, Inc.	1.33%	2,661,980
17	ALAB	Astera Labs, Inc.	1.16%	3,197,342
18	SNDK	Sandisk Corporation	0.88%	3,046,830
19	PI	Impinj, Inc.	0.78%	1,410,366
20	SYNA	Synaptics Incorporated	0.59%	1,519,828
21	n/a	Fidelity Cash Central Fund	0.54%	89,621,557
22	TYO: 285A	Kioxia Holdings Corporation	0.50%	5,007,400
23	LITE	Lumentum Holdings Inc.	0.39%	1,040,100
24	SIMO	Silicon Motion Technology Corporation	0.37%	1,220,400
25	COHR	Coherent Corp.	0.26%	653,962
26	LSCC	Lattice Semiconductor Corporation	0.23%	737,176
27	n/a	Lightmatter Inc Ser C-1 Pc Pp	0.10%	271,273
28	n/a	Frore Systems Inc Ser C Pc Pp	0.10%	1,078,255
29	n/a	Lightmatter Inc Series D Pc Pp	0.08%	166,400
30	AOSL	Alpha and Omega Semiconductor Limited	0.08%	513,296
31	n/a	Tenstorrent Hold Ser D-1 Pc Pp	0.07%	149,736
32	n/a	Celestial Ai Inc	0.05%	510,250
33	n/a	Alif Semiconductor Ser C Pp	0.05%	444,283
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	Cash	0.04%	n/a
37	n/a	Element Labs Ltd Ser A Pc Pp	0.03%	1,368,700
38	n/a	Retym Inc Ser C Pc Pp	0.03%	458,946
39	n/a	Diamond Foundry In Ser C Pc Pp	0.03%	189,999
40	n/a	Lyte Ai Inc Ser B Pc Pp	0.02%	246,000
41	n/a	Celestial Ai Inc Ser A Pc Pp	0.02%	169,279
42	n/a	Lightmatter Inc Ser C-2 Pc Pp	0.02%	42,610
43	n/a	Celestial Ai Inc Ser B Pc Pp	0.01%	127,379
44	n/a	Sima Technologies Inc Ser B Pc	0.01%	309,900
45	AEVA	Aeva Technologies, Inc.	0.01%	219,560
46	WOLF	Wolfspeed, Inc.	0.01%	418,400
47	n/a	Tenstorrent Holdings Inc Ser C	0.01%	17,041
48	n/a	Retym Inc Ser D Pc Pp	0.01%	113,854
49	n/a	Sima Technologies Inc Ser B-1	0.01%	163,147
50	n/a	Akeana Ser C Pc Pp	0.01%	85,500
51	n/a	Tenstorrent Hold Ser D-2 Pc Pp	0.00%	8,522
52	n/a	Sima Techno Conv 10% 12/27 P/P	0.00%	461,685
53	n/a	Celestial Ai Inc P/P	0.00%	26,549
54	n/a	Menlo Microsystems Inc C Pc Pp	0.00%	739,500

As of Mar 31, 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%