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SMH Top Holdings & Constituents

SMH, offered by VanEck, holds 26 reported positions across $73.6B in assets. Its largest holdings are NVIDIA Corp (NVDA) (19.64%), Taiwan Semiconductor Manufacturing Co Ltd (TSM) (11.84%), and Broadcom Inc (AVGO) (7.79%). The 5 biggest positions account for 49.01% of reported assets. The table below lists every reported holding with its portfolio weight and market value in US dollars — open any constituent to research its own performance.


PositionWeightMarket Value
NVDA
NVIDIA Corp
19.64%
$8.05B
TSM
Taiwan Semiconductor Manufacturing Co Ltd
11.84%
$4.85B
AVGO
Broadcom Inc
7.79%
$3.19B
ASML Holding NV
4.99%
$2.05B
KLAC
KLA Corp
4.74%
$1.94B

Holdings data comes from the latest SEC Form N-PORT-P filing for this fund, covering the reporting period ended Mar 31, 2026. Market values are reported in US dollars, and each weight represents the position's share of reported fund assets. Cash, derivatives, and rounding can mean displayed weights do not total 100%. Funds rebalance and file on a schedule, so this page may not reflect intraday or post-filing changes.