SMH ETF largest holding is NVDA at 22.11% as of Aug 5, 2026

SMH ETF largest holding is NVDA at 22.11% as of Aug 5, 2026
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NVDA is SMH's largest holding at 22.11% of the fund as of Aug 5, 2026. SMH is VanEck Semiconductor ETF.

Showing top 26 of 26 holdings · as of Aug 5, 2026
SMH holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia Corp.Info Tech · Semiconductors
22.11%		22.1%70,846,796$15.53BInfo TechSemiconductors
2—Taiwan Semiconductor - AdrInfo Tech · Semiconductors
9.28%		31.4%15,749,651$6.52BInfo TechSemiconductors
Sector and industry · Pro
3
AVGO
Broadcom Inc
6.72%		38.1%11,282,101$4.72B
4
AMD
Advanced Micro Devices Inc.
5.38%		43.5%7,846,561$3.78B
5
MU
Micron Technology, Inc.
5.06%		48.6%3,980,103$3.55B
6
AMAT
Applied Materials, Inc.
4.89%		53.4%6,428,052$3.43B
7
ASL
Asml Holding Nv Unsponsored Adr Ordinary Shares
4.89%		58.3%2,046,912$3.44B
8
TXN
Texas Instrument Inc
4.48%		62.8%11,328,654$3.15B
9
ADI
Analog Devices, Inc.
4.37%		67.2%8,136,104$3.07B
10
LRCX
Lam Research Corp
4.34%		71.5%9,925,970$3.05B
11
INTC
Intel Corp
4.29%		75.8%29,844,481$3.02B
12
KLAC
KLA Corp
4.10%		79.9%14,956,530$2.88B
13
MRVL
Marvell Technology Group Ltd.
3.80%		83.7%12,648,159$2.67B
14
QCOM
Qualcomm Inc.
3.67%		87.4%16,377,866$2.58B
15
CDNS
Cadence Design Systems Inc.
2.22%		89.6%4,628,706$1.56B
16
SNPS
Synopsys
1.86%		91.5%3,253,045$1.30B
17
TER
Teradyne Inc -
1.38%		92.8%2,497,323$972.43M
18
MPWR
Monolithic Power Systems Inc
1.36%		94.2%712,498$958.63M
19
NXPI
Nxp Semiconductors Nv Sedol B505Pn7
1.08%		95.3%3,295,345$761.72M
20—Arm Holdings Plc^
1.04%		96.3%2,655,467$729.14M
21—Stmicroelectronics N.v.
1.02%		97.3%13,593,778$717.34M
22
ALAB
Astera Labs Inc
0.97%		98.3%2,130,736$678.49M
23
MCHP
Microchip Technology Inc.
0.88%		99.2%7,974,001$620.30M
24
ON
On Semiconductor Corp
0.54%		99.7%4,952,966$380.93M
25
SWKS
Skyworks Solutions Inc.
0.18%		99.9%1,900,854$127.34M
26—Marston's Issuer Plc
0.03%		99.9%-$20.49M
Not reported for this fund: share changes.
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SMH ETF All Holdings

SMH holdings total 27 positions. The top 10 holdings account for 71.5% of the fund, led by Nvidia Corp. at 22.1%, Taiwan Semiconductor - Adr at 9.3%, Broadcom Inc at 6.7%.

SMH portfolio concentration is relatively high, with the top 10 representing 71.5% of total assets. The largest sector exposure is Information Technology at 94.5%.

SMH sectors provide a detailed breakdown. SMH overlap shows how holdings compare to other funds in your portfolio.

Compare SMH

SMH vs SOXXSMH vs VGTSMH vs XLKSMH vs QQQSMH vs FTECSMH vs SOXQSMH vs SPYSMH vs VOO

SMH ETF Holdings

26 of 27 holdings

  • 1

    Nvidia Corp.

    NVDAInformation Technology
    22.11%
  • 2

    Taiwan Semiconductor - Adr

    TSM:TWInformation Technology
    9.28%
  • 3

    Broadcom Inc

    AVGOInformation Technology
    6.72%
  • 4

    Advanced Micro Devices Inc.

    AMDInformation Technology
    5.38%
  • 5

    Micron Technology, Inc.

    MUInformation Technology
    5.06%
  • 6

    Applied Materials, Inc.

    AMATInformation Technology
    4.89%
  • 7

    Asml Holding Nv Unsponsored Adr Ordinary Shares

    ASL:ASInformation Technology
    4.89%
  • 8

    Texas Instrument Inc

    TXNInformation Technology
    4.48%
  • 9

    Analog Devices, Inc.

    ADIInformation Technology
    4.37%
  • 10

    Lam Research Corp

    LRCXUnknown
    4.34%
  • 11

    Intel Corporation

    INTCInformation Technology
    4.29%
  • 12

    Kla Corp

    KLACInformation Technology
    4.10%
  • 13

    Marvell Technology Group Ltd.

    MRVLInformation Technology
    3.80%
  • 14

    Qualcomm Inc.

    QCOMInformation Technology
    3.67%
  • 15

    Cadence Design Systems Inc.

    CDNSInformation Technology
    2.22%
  • 16

    Synopsys

    SNPSInformation Technology
    1.86%
  • 17

    Teradyne Inc - Common

    TERInformation Technology
    1.38%
  • 18

    Monolithic Power Systems Inc Mpwr Us Equity

    MPWRInformation Technology
    1.36%
  • 19

    Nxp Semiconductors Nv Sedol B505Pn7

    NXPIInformation Technology
    1.08%
  • 20

    Arm Holdings Plc^

    ARM:LNUnknown
    1.04%
  • 21

    Stmicroelectronics N.v.

    STM:ASInformation Technology
    1.02%
  • 22

    Astera Labs Inc

    ALABInformation Technology
    0.97%
  • 23

    Microchip Technology Inc.

    MCHPInformation Technology
    0.88%
  • 24

    On Semiconductor Corp

    ONInformation Technology
    0.54%
  • 25

    Skyworks Solutions Inc.

    SWKSInformation Technology
    0.18%
  • 26

    Marston's Issuer Plc

    Other
    0.03%