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Holdings (Monthly) Guide ↗

Select Health Care Portfolio

· Fidelity Select Portfolios
Monthly Holdings $5.9B AUM 32 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 THERMO FISHER SCIENTIFIC INC 883556102 Feb 2026 508,000 +296,000 $250.2M +126.5% 4.33% EC
4 UNITEDHEALTH GROUP INC 91324P102 Feb 2026 530,000 +250,000 $201.6M +145.5% 3.49% EC
5 ALNYLAM PHARMACEUTICALS INC 02043Q107 Feb 2026 460,000 +120,000 $138.9M +22.7% 2.40% EC
6 ASCENDIS PHARMA A/S N/A Feb 2026 560,000 +111,414 $125.5M +1963.2% 2.17% EC
7 BIO TECHNE CORP 09073M104 Feb 2026 1,900,000 +1,800,000 $98.2M +1564.3% 1.70% EC
8 CENCORA INC 03073E105 Feb 2026 245,000 +45,000 $66.0M -11.3% 1.14% EC
9 CARIS LIFE SCIENCES INC 142152107 Feb 2026 3,750,000 +700,000 $62.7M +2.1% 1.08% EC
10 GUARDANT HEALTH INC 40131M109 Feb 2026 460,000 +266,000 $59.7M +227.5% 1.03% EC
11 VAXCYTE INC 92243G108 Feb 2026 1,160,000 +160,000 $59.6M -3.4% 1.03% EC
12 VERACYTE INC 92337F107 Feb 2026 1,280,000 +249,856 $59.3M +57.4% 1.03% EC
13 REPLIGEN CORP 759916109 Feb 2026 460,000 +32,000 $57.0M +3.5% 0.99% EC
14 REVOLUTION MEDICINES INC 76155X100 Feb 2026 350,000 +250,000 $55.1M +440.3% 0.95% EC
15 PRIVIA HEALTH GROUP INC 74276R102 Feb 2026 2,500,000 +220,000 $53.8M -0.7% 0.93% EC
16 AXSOME THERAPEUTICS INC 05464T104 Feb 2026 190,000 +72,000 $44.6M +130.4% 0.77% EC
17 ALIGNMENT HEALTHCARE INC 01625V104 Feb 2026 2,600,000 +600,000 $39.8M +3.6% 0.69% EC
18 LIFESTANCE HEALTH GROUP INC 53228F101 Feb 2026 4,979,400 +479,400 $38.4M +17.8% 0.66% EC
19 MINERALYS THERAPEUTICS INC 603170101 Feb 2026 1,180,000 +180,000 $37.2M +27.0% 0.64% EC
20 KYMERA THERAPEUTICS INC 501575104 Feb 2026 450,000 +206,414 $36.6M +64.7% 0.63% EC
21 HEARTFLOW INC 42238D107 Feb 2026 1,000,000 +50,000 $31.0M +40.8% 0.54% EC
22 BIOGEN INC 09062X103 Feb 2026 150,000 +100,000 $29.4M +206.5% 0.51% EC
23 TRAVERE THERAPEUTICS INC 89422G107 Feb 2026 570,000 +20,000 $26.9M +64.1% 0.47% EC
24 MIRUM PHARMACEUTICALS INC 604749101 Feb 2026 220,000 +92,000 $22.3M +89.0% 0.39% EC
25 SCHOLAR ROCK HOLDING CORP 80706P103 Feb 2026 430,000 +313,485 $21.2M +311.0% 0.37% EC
26 OLEMA PHARMACEUTICALS INC 68062P106 Feb 2026 1,500,000 +150,000 $19.8M -39.4% 0.34% EC
27 MBX BIOSCIENCES INC 55287L101 Feb 2026 600,000 +320,000 $18.9M +107.2% 0.33% EC
28 CYTOMX THERAPEUTICS INC 23284F105 Feb 2026 5,000,000 +1,600,000 $18.0M -1.4% 0.31% EC
29 JADE BIOSCIENCES INC 008064206 Feb 2026 640,000 +240,000 $13.5M +127.0% 0.23% EC
30 SHOULDER INNOVATIONS INC 82537J108 Feb 2026 545,286 +448,586 $8.0M +511.3% 0.14% EC
31 APOGEE THERAPEUTICS INC 03770N101 Feb 2026 90,007 +10,316 $7.4M +32.5% 0.13% EC
32 IMMUNOME INC 45257U108 Feb 2026 64,792 +17,966 $1.4M +38.2% 0.02% EC