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Holdings (Monthly) Guide ↗

Select Health Care Portfolio

· Fidelity Select Portfolios
Monthly Holdings $5.9B AUM 166 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 75 New 32 Added 32 Reduced 14 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 ELI LILLY and CO 532457108 Feb 2026 420,000 +12,000 $464.1M +8.1% 8.03% EC
2 DANAHER CORP 235851102 Feb 2026 2,180,000 +300,000 $398.2M +0.6% 6.89% EC
3 JOHNSON and JOHNSON 478160104 Feb 2026 1,260,000 -140,000 $283.9M -18.4% 4.91% EC
4 THERMO FISHER SCIENTIFIC INC 883556102 Feb 2026 508,000 +296,000 $250.2M +126.5% 4.33% EC
5 UNITEDHEALTH GROUP INC 91324P102 Feb 2026 530,000 +250,000 $201.6M +145.5% 3.49% EC
6 ALNYLAM PHARMACEUTICALS INC 02043Q107 Feb 2026 460,000 +120,000 $138.9M +22.7% 2.40% EC
7 GILEAD SCIENCES INC 375558103 Feb 2026 950,000 -130,000 $127.7M -20.6% 2.21% EC
8 BOSTON SCIENTIFIC CORP 101137107 Feb 2026 2,600,000 -2,250,000 $125.6M -66.3% 2.17% EC
9 ASCENDIS PHARMA A/S N/A Feb 2026 560,000 +111,414 $125.5M +1963.2% 2.17% EC
10 Fidelity Revere Street Trust 31635A303 Feb 2026 125,434,819 -99,096,328 $125.4M -44.1% 2.17% STIV
11 ABBVIE INC 00287Y109 Feb 2026 540,000 -600,000 $117.6M -55.6% 2.03% EC
12 UCB SA N/A Feb 2026 400,000 NEW $117.4M 2.03% EC
13 BIO TECHNE CORP 09073M104 Feb 2026 1,900,000 +1,800,000 $98.2M +1564.3% 1.70% EC
14 MERCK and CO INC 58933Y105 Feb 2026 780,000 -500,000 $92.6M -41.6% 1.60% EC
15 ARGENX SE 04016X101 Feb 2026 108,000 -92,000 $90.3M -41.1% 1.56% EC
16 CVS HEALTH CORP 126650100 Feb 2026 820,000 -680,000 $74.6M -37.8% 1.29% EC
17 NUVALENT INC 670703107 Feb 2026 670,000 -90,000 $74.0M -4.5% 1.28% EC
18 NATERA INC 632307104 May 2026 328,000 NEW $73.3M 1.27% EC
19 BRIGHTSPRING HEALTH SERVICES INC 10950A106 Feb 2026 1,150,000 -930,000 $70.9M -17.7% 1.23% EC
20 VIATRIS INC 92556V106 May 2026 4,280,000 NEW $69.6M 1.20% EC
21 MODERNA INC 60770K107 Feb 2026 1,450,000 -150,000 $68.4M -20.2% 1.18% EC
22 CENCORA INC 03073E105 Feb 2026 245,000 +45,000 $66.0M -11.3% 1.14% EC
23 WEST PHARMACEUTICAL SVCS INC 955306105 May 2026 200,000 NEW $64.6M 1.12% EC
24 AGILENT TECHNOLOGIES INC 00846U101 May 2026 470,800 NEW $63.8M 1.10% EC
25 EDWARDS LIFESCIENCES CORP 28176E108 Feb 2026 728,000 -872,000 $63.0M -54.5% 1.09% EC
26 XENON PHARMACEUTICALS INC 98420N105 Feb 2026 1,150,000 -140,000 $62.9M +12.9% 1.09% EC
27 CARIS LIFE SCIENCES INC 142152107 Feb 2026 3,750,000 +700,000 $62.7M +2.1% 1.08% EC
28 ROYALTY PHARMA PLC N/A Feb 2026 1,120,000 NEW $62.5M 1.08% EC
29 COGENT BIOSCIENCES INC 19240Q201 Feb 2026 1,750,000 -810,000 $61.2M -38.5% 1.06% EC
30 GUARDANT HEALTH INC 40131M109 Feb 2026 460,000 +266,000 $59.7M +227.5% 1.03% EC
31 VAXCYTE INC 92243G108 Feb 2026 1,160,000 +160,000 $59.6M -3.4% 1.03% EC
32 VERACYTE INC 92337F107 Feb 2026 1,280,000 +249,856 $59.3M +57.4% 1.03% EC
33 REPLIGEN CORP 759916109 Feb 2026 460,000 +32,000 $57.0M +3.5% 0.99% EC
34 SPYRE THERAPEUTICS INC 00773J202 Feb 2026 760,000 -180,000 $55.9M +38.2% 0.97% EC
35 JAZZ PHARMACEUTICALS PLC N/A Feb 2026 235,000 NEW $55.6M 0.96% EC
36 REVOLUTION MEDICINES INC 76155X100 Feb 2026 350,000 +250,000 $55.1M +440.3% 0.95% EC
37 LEGEND BIOTECH CORP 52490G102 Feb 2026 2,000,000 -800,000 $54.3M +2.1% 0.94% EC
38 ROCHE HOLDING AG N/A Feb 2026 128,000 NEW $54.0M 0.93% EC
39 PRIVIA HEALTH GROUP INC 74276R102 Feb 2026 2,500,000 +220,000 $53.8M -0.7% 0.93% EC
40 INSMED INC 457669307 Feb 2026 500,000 -60,000 $53.5M -36.1% 0.92% EC
41 BRUKER CORP 116794108 May 2026 850,000 NEW $50.1M 0.87% EC
42 ORUKA THERAPEUTICS INC 687604108 Feb 2026 833,100 -173,410 $48.8M +40.8% 0.84% EC
43 10X GENOMICS INC 88025U109 Feb 2026 1,600,000 $45.3M +22.8% 0.78% EC
44 AXSOME THERAPEUTICS INC 05464T104 Feb 2026 190,000 +72,000 $44.6M +130.4% 0.77% EC
45 ENLIVEN THERAPEUTICS INC 29337E102 Feb 2026 1,120,000 -160,000 $44.3M +16.6% 0.77% EC
46 ELEVANCE HEALTH INC 036752103 May 2026 110,000 NEW $43.3M 0.75% EC
47 CRINETICS PHARMACEUTICALS INC 22663K107 Feb 2026 1,200,000 -80,000 $42.7M -18.9% 0.74% EC
48 KINIKSA PHARMACEUTICALS INTERNATIONAL PLC N/A Feb 2026 844,907 NEW $40.9M 0.71% EC
49 ALIGNMENT HEALTHCARE INC 01625V104 Feb 2026 2,600,000 +600,000 $39.8M +3.6% 0.69% EC
50 LIFESTANCE HEALTH GROUP INC 53228F101 Feb 2026 4,979,400 +479,400 $38.4M +17.8% 0.66% EC
51 ROIVANT SCIENCES LTD N/A Feb 2026 1,280,000 NEW $38.4M 0.66% EC
52 MINERALYS THERAPEUTICS INC 603170101 Feb 2026 1,180,000 +180,000 $37.2M +27.0% 0.64% EC
53 KYMERA THERAPEUTICS INC 501575104 Feb 2026 450,000 +206,414 $36.6M +64.7% 0.63% EC
54 MEDLINE INC 58507V107 Feb 2026 1,000,000 $36.6M -23.0% 0.63% EC
55 PRAXIS PRECISION MEDICINES INC. 74006W207 Feb 2026 100,000 -60,000 $35.0M -35.0% 0.61% EC
56 INTUITIVE SURGICAL INC 46120E602 Feb 2026 75,000 -25,000 $31.8M -36.7% 0.55% EC
57 DISC MEDICINE INC 254604101 Feb 2026 450,000 -200,000 $31.3M -27.7% 0.54% EC
58 CG ONCOLOGY INC 156944100 Feb 2026 500,000 -300,000 $31.1M -33.8% 0.54% EC
59 HEARTFLOW INC 42238D107 Feb 2026 1,000,000 +50,000 $31.0M +40.8% 0.54% EC
60 BIOGEN INC 09062X103 Feb 2026 150,000 +100,000 $29.4M +206.5% 0.51% EC
61 TRAVERE THERAPEUTICS INC 89422G107 Feb 2026 570,000 +20,000 $26.9M +64.1% 0.47% EC
62 SARTORIUS STEDIM BIOTECH N/A Feb 2026 128,000 NEW $26.6M 0.46% EC
63 VIRIDIAN THERAPEUTICS INC 92790C104 Feb 2026 1,500,000 -1,319,500 $26.4M -68.1% 0.46% EC
64 BEONE MEDICINES LTD 07725L102 Feb 2026 90,000 $25.9M -9.2% 0.45% EC
65 PHARVARIS BV N/A Feb 2026 800,000 NEW $24.1M 0.42% EC
66 RELAY THERAPEUTICS INC 75943R102 May 2026 1,680,000 NEW $23.6M 0.41% EC
67 NEWAMSTERDAM PHARMA COMPANY NV N/A Feb 2026 690,000 NEW $23.2M 0.40% EC
68 MIRUM PHARMACEUTICALS INC 604749101 Feb 2026 220,000 +92,000 $22.3M +89.0% 0.39% EC
69 WAYSTAR HOLDING CORP 946784105 Feb 2026 1,080,000 -1,420,000 $21.5M -66.5% 0.37% EC
70 STRUCTURE THERAPEUTICS INC 86366E106 Feb 2026 540,000 -80,000 $21.2M -45.6% 0.37% EC
71 SCHOLAR ROCK HOLDING CORP 80706P103 Feb 2026 430,000 +313,485 $21.2M +311.0% 0.37% EC
72 IRHYTHM TECHNOLOGIES INC 450056106 May 2026 180,000 NEW $20.5M 0.35% EC
73 AMYLYX PHARMACEUTICALS INC 03237H101 Feb 2026 1,420,000 $20.4M -5.4% 0.35% EC
74 ZENAS BIOPHARMA INC 98937L105 Feb 2026 1,080,000 $19.9M -30.2% 0.34% EC
75 OLEMA PHARMACEUTICALS INC 68062P106 Feb 2026 1,500,000 +150,000 $19.8M -39.4% 0.34% EC
76 STOKE THERAPEUTICS INC 86150R107 Feb 2026 628,000 -122,000 $19.4M -28.9% 0.34% EC
77 DIANTHUS THERAPEUTICS INC 252828108 May 2026 207,448 NEW $19.3M 0.33% EC
78 KESTRA MEDICAL TECHNOLOGIES INC N/A Feb 2026 900,000 NEW $19.1M 0.33% EC
79 MBX BIOSCIENCES INC 55287L101 Feb 2026 600,000 +320,000 $18.9M +107.2% 0.33% EC
80 VERADERMICS INC 922967104 May 2026 180,000 NEW $18.2M 0.31% EC
81 CYTOMX THERAPEUTICS INC 23284F105 Feb 2026 5,000,000 +1,600,000 $18.0M -1.4% 0.31% EC
82 VIKING THERAPEUTICS INC 92686J106 Feb 2026 540,000 -60,000 $17.7M -12.9% 0.31% EC
83 CLEERLY INC N/A Feb 2026 1,285,367 NEW $15.5M 0.27% EP
84 INSULET CORP 45784P101 Feb 2026 100,000 -170,000 $14.5M -78.2% 0.25% EC
85 IMMUNOCORE HOLDINGS PLC 45258D105 Feb 2026 500,000 $14.4M -10.6% 0.25% EC
86 10X GENOMICS INC N/A Feb 2026 500,000 NEW $14.2M 0.24% EC
87 TREVI THERAPEUTICS INC 89532M101 Feb 2026 1,000,000 $14.1M +18.6% 0.24% EC
88 SUMMIT THERAPEUTICS INC 86627T108 Feb 2026 800,000 -200,000 $14.0M -15.4% 0.24% EC
89 JADE BIOSCIENCES INC 008064206 Feb 2026 640,000 +240,000 $13.5M +127.0% 0.23% EC
90 DAMORA THERAPEUTICS INC 36322Q206 Feb 2026 500,000 $12.4M -15.9% 0.22% EC
91 GMR SOLUTIONS INC 38013D106 May 2026 993,539 NEW $12.4M 0.21% EC
92 CANDID THERAPEUTICS N/A Feb 2026 3,162,302 NEW $11.7M 0.20% EP
93 Fidelity Revere Street Trust 31635A105 Feb 2026 10,759,186 -12,565,726 $10.8M -53.9% 0.19% STIV
94 EDGEWISE THERAPEUTICS INC 28036F105 May 2026 294,000 NEW $10.0M 0.17% EC
95 MEDICAL MICROINSTRUMENTS INC N/A Feb 2026 316,310 NEW $9.7M 0.17% EP
96 TYRA BIOSCIENCES INC 90240B106 May 2026 280,000 NEW $9.4M 0.16% EC
97 ENDEAVOR BIOMEDICINES INC N/A Feb 2026 1,366,212 NEW $8.9M 0.15% EP
98 KARDIUM INC/US N/A Feb 2026 15,888,877 NEW $8.3M 0.14% EP
99 INSIGHTEC LTD N/A Feb 2026 11,853,768 NEW $8.2M 0.14% EP
100 SHOULDER INNOVATIONS INC 82537J108 Feb 2026 545,286 +448,586 $8.0M +511.3% 0.14% EC
101 OUTSET MEDICAL INC 690145206 Feb 2026 1,520,000 $7.4M +40.1% 0.13% EC
102 APOGEE THERAPEUTICS INC 03770N101 Feb 2026 90,007 +10,316 $7.4M +32.5% 0.13% EC
103 UPSTREAM BIO INC 91678A107 Feb 2026 800,000 $6.7M +8.9% 0.12% EC
104 ALUMIS INC 022307102 May 2026 301,364 NEW $6.5M 0.11% EC
105 ANNEXON INC 03589W102 Feb 2026 1,200,000 $6.5M -3.2% 0.11% EC
106 ALEDADE INC N/A Feb 2026 201,220 NEW $6.5M 0.11% EP
107 FIRST TRACKS BIOTHERAPEUTICS INC 337185102 May 2026 400,000 NEW $6.4M 0.11% EC
108 ELEMENT BIOSCIENCES INC N/A Feb 2026 572,265 NEW $6.3M 0.11% EP
109 ALMAR BIOSCIENCES INC 010911105 May 2026 300,000 NEW $6.1M 0.11% EC
110 CONTINEUM THERAPEUTICS INC 21217B100 Feb 2026 450,000 $6.1M -12.1% 0.10% EC
111 PARABILIS MEDICINES INC N/A Feb 2026 869,000 NEW $6.0M 0.10% EP
112 CELLCENTRIC LTD N/A Feb 2026 1,214,928 NEW $5.8M 0.10% EP
113 OCULAR THERAPEUTIX INC 67576A100 Feb 2026 494,535 $4.5M +0.8% 0.08% EC
114 KARDIUM INC/US N/A Feb 2026 4,095,710 NEW $4.4M 0.08% DBT
115 GALVANIZE THERAPEUTICS N/A Feb 2026 8,252,708 NEW $3.9M 0.07% EP
116 MANUS BIO INC N/A Feb 2026 1,079,396 NEW $3.6M 0.06% EP
117 PERCEPTIVE CAPITAL SOLUTIONS CORP N/A Feb 2026 320,567 NEW $3.2M 0.06% EC
118 ELEMENT BIOSCIENCES INC N/A Feb 2026 413,355 NEW $3.1M 0.05% EP
119 ELEMENT BIOSCIENCES INC N/A Feb 2026 413,355 NEW $3.1M 0.05% EP
120 ZENAS BIOPHARMA INC N/A Feb 2026 160,865 NEW $3.0M 0.05% EC
121 GALVANIZE THERAPEUTICS N/A Feb 2026 3,696,429 NEW $2.8M 0.05% EP
122 ASIMOV INC N/A Feb 2026 101,438 NEW $2.5M 0.04% EP
123 WUGEN INC N/A Feb 2026 2,299,153 NEW $2.4M 0.04% DBT
124 HEAL THRIVE HOLDINGS LLC N/A Feb 2026 473,270 NEW $2.3M 0.04% EC
125 DMED BIOPHARMACEUTICAL CO LTD N/A Feb 2026 330,316 NEW $2.3M 0.04% EP
126 HEMAB THERAPEUTICS HOLDINGS INC 423494103 May 2026 65,000 NEW $1.9M 0.03% EC
127 ALEDADE INC N/A Feb 2026 56,664 NEW $1.8M 0.03% EP
128 KARDIUM INC/US N/A Feb 2026 3,477,566 NEW $1.8M 0.03% EP
129 IMMUNOME INC 45257U108 Feb 2026 64,792 +17,966 $1.4M +38.2% 0.02% EC
130 GALVANIZE THERAPEUTICS N/A Feb 2026 1,035,085 NEW $1.4M 0.02% DBT
131 TUBULIS GMBH N/A Feb 2026 12,300 NEW $1.3M 0.02% EC
132 SALUDA MEDICAL INC N/A Feb 2026 338,168 NEW $875K 0.02% EC
133 TUBULIS GMBH N/A Feb 2026 12,300 NEW $865K 0.01% EC
134 WUGEN INC N/A Feb 2026 454,342 NEW $704K 0.01% EP
135 CYCLERION THERAPEUTICS INC N/A Feb 2026 275,300 NEW $702K 0.01% EC
136 TUBULIS GMBH N/A Feb 2026 12,300 NEW $685K 0.01% EC
137 TUBULIS GMBH N/A Feb 2026 12,300 NEW $588K 0.01% EC
138 INMED PHARMACEUTICALS INC N/A Feb 2026 206,100 NEW $476K 0.01% EC
139 ELEVATEBIO, LLC N/A Feb 2026 254,900 NEW $469K 0.01% EP
140 SALUDA MEDICAL INC N/A Feb 2026 1,600,000 NEW $414K 0.01% EC
141 KARDIUM INC/US N/A Feb 2026 723,517 NEW $376K 0.01% EP
142 TUBULIS GMBH N/A Feb 2026 12,300 NEW $361K 0.01% EC
143 TUBULIS GMBH N/A Feb 2026 12,300 NEW $352K 0.01% EC
144 MEDICAL MICROINSTRUMENTS INC N/A Feb 2026 15,815 NEW $173K 0.00% EC
145 TUBULIS GMBH N/A Feb 2026 12,300 NEW $115K 0.00% EC
146 TUBULIS GMBH N/A Feb 2026 12,300 NEW $57K 0.00% EC
147 TUBULIS GMBH N/A Feb 2026 12,300 NEW $57K 0.00% EC
148 TUBULIS GMBH N/A Feb 2026 12,300 NEW $43K 0.00% EC
149 TUBULIS GMBH N/A Feb 2026 12,300 NEW $27K 0.00% EC
150 TUBULIS GMBH N/A Feb 2026 12,300 NEW $26K 0.00% EC
151 CYCLERION THERAPEUTICS INC 23255M204 May 2026 3,000 NEW $9K 0.00% EC
152 TUBULIS GMBH N/A Feb 2026 12,300 NEW $246 0.00% EC
ASCENDIS PHARMA A/S 04351P101 716,000 SOLD $167.2M
MCKESSON CORP 58155Q103 95,000 SOLD $93.8M
STRYKER CORP 863667101 150,000 SOLD $58.1M
VEEVA SYS INC 922475108 300,000 SOLD $54.6M
CENTESSA PHARMACEUTICALS PLC 152309100 1,650,000 SOLD $44.3M
CYTOKINETICS INC 23282W605 600,000 SOLD $37.3M
BIONTECH SE 09075V102 280,000 SOLD $30.9M
CIGNA GROUP (THE) 125523100 100,000 SOLD $29.0M
SOLENO THERAPEUTICS INC 834203309 400,000 SOLD $15.6M
IQVIA HOLDINGS INC 46266C105 60,000 SOLD $10.7M
OMADA HEALTH INC 68170A108 850,000 SOLD $10.4M
RAPPORT THERAPEUTICS INC 75383L102 285,000 SOLD $8.3M
ACUMEN PHARMACEUTICALS INC 00509G209 1,140,000 SOLD $3.6M
SURGERY PARTNERS INC 86881A100 145,113 SOLD $2.2M