Metaverse Stocks
Top 10 of 52 FMET holdings, updated
As of 12 October 2026, metaverse stocks are beating the S&P 500, over the past month and over the longer run. FMET beats the S&P 500 by 0.1 points over one month and ranks #19 of 115 groups Zensei tracks. 16 of the 33 metaverse stocks Zensei prices in FMET beat the fund this month.
Where metaverse stocks stand now
As of 12 October 2026, Metaverse (FMET) ranks #19 of the 115 groups Zensei tracks by one-month return against the S&P 500. It sits in the Outperformers quadrant of the rotation map: it has narrowly beaten the S&P 500 by 0.1 points over the past month, on top of a 1.4-point advantage over the longer, time-shifted window.
On the shorter tape, FMET's momentum is mixed: the longer intraday trend is still positive, but the recent windows have gone flat. FMET's relative-strength line has dropped below its moving averages — the outperformance trend is fading. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Fidelity Metaverse ETF, whose 52 tracked holdings are led by Advanced Micro Devices Inc, Meta Platforms Inc and Qualcomm Inc. Weighted by portfolio, the fund's holdings trade at roughly 27.9× earnings. The thing to watch from here is durability: outperformers that hold their one-month spread while the longer window keeps building tend to stay out front; a fading spread is the early exit signal.
Top metaverse stocks right now
The largest metaverse stocks by weight in FMET, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Largest by fund weight
Share of FMET
- 1Advanced Micro Devices IncAMD6.0%
- 2Meta Platforms IncMETA5.3%
- 3Qualcomm IncQCOM4.7%
- 4Monolithic Power Systems IncMPWR4.6%
- 5Microsoft CorpMSFT4.5%
Strongest this month
1-month return, holdings Zensei prices
- 1Ptc IncPTC+48.6%
- 2Bumble IncBMBL+27.1%
- 3Snap IncSNAP+15.1%
- 4Advanced Micro Devices IncAMD+15.1%
- 5Meta Platforms IncMETA+14.7%
Metaverse Stocks vs the S&P 500
Over the week to 12 October 2026, FMET fell 1.0% while the S&P 500 rose 0.4%. FMET and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means FMET won that window.
Prices as of · computed from daily adjusted closes · how we measure
Metaverse on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are metaverse stocks expensive?
The price-to-earnings ratio of FMET as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out.
FMET holdings: the metaverse stocks inside
As of 12 October 2026, 16 of the 33 metaverse stocks Zensei prices in FMET beat the fund over the past month. 16 of them beat the S&P 500. The strongest is Ptc Inc (PTC); the weakest is Vnet Group Inc (VNET). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | AMDAdvanced Micro Devices Inc | 6.0% | +15.1% | +11.2% | +12.9 pts | Fading | Holding |
| 2 | METAMeta Platforms Inc | 5.3% | +14.7% | +13.2% | +12.5 pts | Weak | Strong |
| 3 | QCOMQualcomm Inc | 4.7% | −4.1% | −4.7% | −6.3 pts | Weak | Broken |
| 4 | MPWRMonolithic Power Systems Inc | 4.6% | +7.0% | +2.3% | |||
| 5 | MSFTMicrosoft Corp | 4.5% | +9.2% | +38.7% | |||
| 6 | NVDANvidia Corp | 4.5% | +3.7% | +11.3% | |||
| 7 | AAPLApple Inc | 4.5% | +2.6% | +7.6% | |||
| 8 | GOOGLAlphabet Inc | 4.4% | +4.2% | +0.1% | |||
| 9 | EQIXEquinix Inc | 4.4% | −0.5% | −0.2% | |||
| 10 | DLRDigital Realty Trust Inc | 3.9% | −3.8% | +1.9% |
All 52 FMET holdings by weight: Advanced Micro Devices Inc (AMD) 6.0%, Meta Platforms Inc (META) 5.3%, Qualcomm Inc (QCOM) 4.7%, Monolithic Power Systems Inc (MPWR) 4.6%, Microsoft Corp (MSFT) 4.5%, Nvidia Corp (NVDA) 4.5%, Apple Inc (AAPL) 4.5%, Alphabet Inc (GOOGL) 4.4%, Equinix Inc (EQIX) 4.4%, Digital Realty Trust Inc (DLR) 3.9%, Adobe Inc (ADBE) 3.7%, Netease Inc 3.2%, Take-Two Interactive Software Inc (TTWO) 2.9%, Roblox Corp (RBLX) 2.9%, Super Micro Computer Inc (SMCI) 2.8%, Coreweave Inc (CRWV) 2.6%, Baidu Inc 2.4%, Reddit Inc (RDDT) 2.2%, Unity Software Inc (U) 2.1%, Ptc Inc (PTC) 2.1%, Skyworks Solutions Inc (SWKS) 2.1%, Pinterest Inc (PINS) 1.6%, Cirrus Logic Inc (CRUS) 1.5%, Snap Inc (SNAP) 1.4%, Nexon Co Ltd 1.3%, Epam Systems Inc (EPAM) 1.3%, Cd Projekt Red SA 1.3%, n/a (BSY) 1.2%, Sunny Optical Technology (Group) Co Ltd 1.2%, Krafton Inc 1.1%, Nc Corp 1.0%, Ambarella Inc (AMBA) 1.0%, Wix.Com Ltd (WIX) 0.9%, Shift Inc 0.7%, Modern Times Group Mtg AB 0.7%, Pearlabyss Corp 0.7%, Newborn Town Inc 0.6%, Vnet Group Inc (VNET) 0.6%, Nextdoor Holdings Inc (NXDR) 0.6%, Netmarble Corp 0.6%, Weibo Corp 0.5%, Ubisoft Entertainment 0.5%, Kakao Games Corp 0.5%, Grindr Inc (GRND) 0.5%, Hello Group Inc (MOMO) 0.4%, Nagarro SE 0.4%, Turtle Beach Corp (TBCH) 0.4%, Bumble Inc (BMBL) 0.4%, Playtika Holding Corp (PLTK) 0.3%, Nagarro SE 0.1%, Fidelity Cash Central Fund 0.1%, Nasd100 Micro Fut Emindec26 Hw 0.0%.
Metaverse Stocks: common questions
What are the top 3 metaverse stocks?
As of 12 October 2026, the three largest metaverse stocks in FMET by fund weight are Advanced Micro Devices Inc (AMD) (6.0%), Meta Platforms Inc (META) (5.3%) and Qualcomm Inc (QCOM) (4.7%). Fund weight shows size inside the fund, not a recommendation.
Which metaverse stocks are beating the sector?
As of 12 October 2026, 16 of the 33 metaverse stocks Zensei prices in FMET beat the fund over the past month. The strongest over the past month is Ptc Inc (PTC). The list above shows every holding with its weight and returns.
Are metaverse stocks outperforming the S&P 500?
Yes. As of 12 October 2026, FMET has beaten the S&P 500 by 0.1 points over the past month.
Is it a good time to invest in metaverse stocks?
Zensei does not give investment advice, but it measures the trend. As of 12 October 2026, metaverse stocks are ahead of the S&P 500 on both the recent and the longer window. The rotation map and the read on this page show whether that trend is building or fading.
What is FMET?
FMET is Fidelity Metaverse ETF. Zensei uses it to measure metaverse stocks against the S&P 500 (SPY).
What stocks does FMET own?
As of 12 October 2026, the largest of the 52 positions Zensei tracks in FMET are Advanced Micro Devices Inc, Meta Platforms Inc, Qualcomm Inc, Monolithic Power Systems Inc, Microsoft Corp. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is metaverse in right now?
As of 12 October 2026, metaverse is in the Outperformers quadrant — outperforming the S&P 500 on both the recent and the longer, time-shifted window. The Zensei methodology page explains the quadrants.
Recent changes
- ·Gaining ground → beating the market
- ·Among the strongest → gaining ground
- ·Beating the market → among the strongest
- ·First tracked: beating the market
Related sectors
Track metaverse against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.