Holdings
Select Semiconductors Portfolio
As of May 31, 2026, Select Semiconductors Portfolio reported 27 positions worth US$48.6B. Largest: Nvidia Corporation, Broadcom Inc. and Marvell Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 53.8M | US$11.4B | +9.4M | May 31, 2026 |
| Broadcom Inc. | 14.9M | US$6.67B | +3.02M | May 31, 2026 |
| Marvell Technology, Inc. | 18.6M | US$3.82B | −16M | May 31, 2026 |
| Nxp Semiconductors N.v. | 9.28M | US$2.98B | +210K | May 31, 2026 |
| On Semiconductor Corporation | 22.2M | US$2.68B | −3.2M | May 31, 2026 |
| Monolithic Power Systems, Inc. | 1.7M | US$2.66B | +137K | May 31, 2026 |
| Astera Labs, Inc. | 7.65M | US$2.62B | +1.3M | May 31, 2026 |
| Globalfoundries Inc. | 30.3M | US$2.42B | +2.83M | May 31, 2026 |
| Asml Holding Nv | 1.76M | US$2.36B | +1.13M | May 31, 2026 |
| Lam Research Corporation | 5.3M | US$1.69B | −2.01M | May 31, 2026 |