FSELX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	25.79%	36,410,980
2	AVGO	Broadcom Inc.	13.26%	10,589,852
3	MRVL	Marvell Technology, Inc.	7.75%	24,290,485
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	6.72%	6,338,339
5	NXPI	NXP Semiconductors N.V.	6.68%	7,730,388
6	MU	Micron Technology, Inc.	6.09%	9,593,451
7	MPWR	Monolithic Power Systems, Inc.	5.18%	1,481,679
8	LRCX	Lam Research Corporation	4.97%	9,784,357
9	ON	ON Semiconductor Corporation	4.82%	25,721,808
10	GFS	GlobalFoundries Inc.	3.31%	24,322,360
11	ALAB	Astera Labs, Inc.	3.09%	4,154,626
12	WDC	Western Digital Corporation	2.55%	5,589,655
13	NVMI	Nova Ltd.	2.34%	1,928,080
14	ALGM	Allegro MicroSystems, Inc.	1.51%	13,589,321
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.45%	3,058,978
16	PI	Impinj, Inc.	0.97%	1,410,366
17	TYO: 285A	Kioxia Holdings Corporation	0.63%	5,007,400
18	ENTG	Entegris, Inc.	0.56%	1,605,218
19	n/a	Fidelity Cash Central Fund	0.53%	138,784,685
20	SIMO	Silicon Motion Technology Corporation	0.44%	1,220,400
21	SYNA	Synaptics Incorporated	0.35%	1,366,828
22	COHR	Coherent Corp.	0.27%	653,962
23	n/a	Frore Systems Inc Ser C Pc Pp	0.07%	1,078,255
24	n/a	Cerebras Systems Inc	0.06%	432,100
25	AOSL	Alpha and Omega Semiconductor Limited	0.05%	513,296

Showing 25 of 54 holdings

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As of Sep 30, 2025

Asset Allocation