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
Share changes, 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—Asml Holding Adr Representing Nv
4.89%		58.3%2,046,912$3.44B
8
TXN
Texas Instruments, 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 Inc.
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 N.V.
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
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—Other/cash
0.03%		99.9%-$20.49M
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SMH ETF All Holdings

SMH holdings total 26 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

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SMH ETF Holdings

26 of 26 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 Adr Representing Nv

    ASML:ASInformation Technology
    4.89%
  • 8

    Texas Instruments, Inc

    TXNInformation Technology
    4.48%
  • 9

    Analog Devices, Inc.

    ADIInformation Technology
    4.37%
  • 10

    Lam Research Corp

    LRCXUnknown
    4.34%
  • 11

    Intel Corp.

    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 Inc.

    SNPSInformation Technology
    1.86%
  • 17

    Teradyne Inc

    TERInformation Technology
    1.38%
  • 18

    Monolithic Power Systems Inc

    MPWRInformation Technology
    1.36%
  • 19

    Nxp Semiconductors N.V. Common Stock

    NXPIInformation Technology
    1.08%
  • 20

    Arm Holdings Plc^

    ARM:LNUnknown
    1.04%
  • 21

    Stmicroelectronics N.v.

    STM:ASInformation Technology
    1.02%
  • 22

    Astera Labs

    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

    Other/cash

    Other
    0.03%