Holdings
Select Technology Portfolio
As of May 31, 2026, Select Technology Portfolio reported 48 positions worth US$35.9B. Largest: Nvidia Corporation, Apple Inc and Nxp Semiconductors N.v. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 40.5M | US$8.55B | +1.93M | May 31, 2026 |
| Apple Inc | 13.4M | US$4.18B | +343K | May 31, 2026 |
| Nxp Semiconductors N.v. | 6.36M | US$2.04B | +67,570 | May 31, 2026 |
| On Semiconductor Corporation | 16.7M | US$2.01B | −1.67M | May 31, 2026 |
| Cisco Systems, Inc. | 16.3M | US$1.97B | +3.07M | May 31, 2026 |
| Marvell Technology, Inc. | 7.92M | US$1.62B | −7.81M | May 31, 2026 |
| Western Digital Corporation | 2.8M | US$1.49B | −66,758 | May 31, 2026 |
| Microsoft Corp. | 3.31M | US$1.49B | −1.31M | May 31, 2026 |
| Globalfoundries Inc. | 18.4M | US$1.47B | +2.97M | May 31, 2026 |
| Broadcom Inc. | 2.9M | US$1.3B | new | May 31, 2026 |