The top 3 holdings of SMH are NVIDIA (NVDA) (20.56%), Taiwan Semiconductor Manufacturing (TSM) (10.876%) and Broadcom (AVGO) (8.974%).

FUND	HOLDING	% OF FUND	VALUE ($)
SMH	NVIDIA (NVDA)	20.56%	$5.3B
SMH	Taiwan Semiconductor Manufacturing (TSM)	10.876%	$2.8B
SMH	Broadcom (AVGO)	8.974%	$2.3B
SMH	Advanced Micro Devices (AMD)	5.632%	$1.5B
SMH	ASML Holding NV ADR (ASML)	4.947%	$1.3B
SMH	Micron Technology (MU)	4.696%	$1.2B
SMH	Applied Materials (AMAT)	4.537%	$1.2B
SMH	Lam Research (LRCX)	4.443%	$1.2B
SMH	Texas Instruments (TXN)	4.404%	$1.1B
SMH	KLA-Tencor (KLAC)	4.327%	$1.1B
SMH	Analog Devices (ADI)	4.318%	$1.1B
SMH	Qualcomm (QCOM)	4.186%	$1.1B
SMH	Intel (INTC)	3.634%	$944.5M
SMH	Cadence Design Systems (CDNS)	2.939%	$763.9M
SMH	Synopsys (SNPS)	2.632%	$684.1M
SMH	Marvell Technology (MRVL)	2.102%	$546.3M
SMH	NXP Semiconductors (NXPI)	1.68%	$436.7M
SMH	Microchip Technology (MCHP)	1.275%	$331.4M
SMH	Monolithic Power Systems (MPWR)	1.095%	$284.6M
SMH	STMicroelectronics NV ADR (STM)	0.888%	$230.8M
SMH	ON Semiconductor (ON)	0.589%	$153.1M
SMH	Teradyne (TER)	0.458%	$119M
SMH	Skyworks Solutions (SWKS)	0.358%	$93M
SMH	Universal Display (OLED)	0.241%	$62.6M
SMH	Qorvo (QRVO)	0.209%	$54.3M

Holdings are tracked for approximately 2000 ETFs.