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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 JOHNSON and JOHNSON 478160104 Feb 2026 1,260,000 -140,000 $283.9M -18.4% 4.91% EC
2 GILEAD SCIENCES INC 375558103 Feb 2026 950,000 -130,000 $127.7M -20.6% 2.21% EC
3 BOSTON SCIENTIFIC CORP 101137107 Feb 2026 2,600,000 -2,250,000 $125.6M -66.3% 2.17% EC
4 Fidelity Revere Street Trust 31635A303 Feb 2026 125,434,819 -99,096,328 $125.4M -44.1% 2.17% STIV
5 ABBVIE INC 00287Y109 Feb 2026 540,000 -600,000 $117.6M -55.6% 2.03% EC
6 MERCK and CO INC 58933Y105 Feb 2026 780,000 -500,000 $92.6M -41.6% 1.60% EC
7 ARGENX SE 04016X101 Feb 2026 108,000 -92,000 $90.3M -41.1% 1.56% EC
8 CVS HEALTH CORP 126650100 Feb 2026 820,000 -680,000 $74.6M -37.8% 1.29% EC
9 NUVALENT INC 670703107 Feb 2026 670,000 -90,000 $74.0M -4.5% 1.28% EC
10 BRIGHTSPRING HEALTH SERVICES INC 10950A106 Feb 2026 1,150,000 -930,000 $70.9M -17.7% 1.23% EC
11 MODERNA INC 60770K107 Feb 2026 1,450,000 -150,000 $68.4M -20.2% 1.18% EC
12 EDWARDS LIFESCIENCES CORP 28176E108 Feb 2026 728,000 -872,000 $63.0M -54.5% 1.09% EC
13 XENON PHARMACEUTICALS INC 98420N105 Feb 2026 1,150,000 -140,000 $62.9M +12.9% 1.09% EC
14 COGENT BIOSCIENCES INC 19240Q201 Feb 2026 1,750,000 -810,000 $61.2M -38.5% 1.06% EC
15 SPYRE THERAPEUTICS INC 00773J202 Feb 2026 760,000 -180,000 $55.9M +38.2% 0.97% EC
16 LEGEND BIOTECH CORP 52490G102 Feb 2026 2,000,000 -800,000 $54.3M +2.1% 0.94% EC
17 INSMED INC 457669307 Feb 2026 500,000 -60,000 $53.5M -36.1% 0.92% EC
18 ORUKA THERAPEUTICS INC 687604108 Feb 2026 833,100 -173,410 $48.8M +40.8% 0.84% EC
19 ENLIVEN THERAPEUTICS INC 29337E102 Feb 2026 1,120,000 -160,000 $44.3M +16.6% 0.77% EC
20 CRINETICS PHARMACEUTICALS INC 22663K107 Feb 2026 1,200,000 -80,000 $42.7M -18.9% 0.74% EC
21 PRAXIS PRECISION MEDICINES INC. 74006W207 Feb 2026 100,000 -60,000 $35.0M -35.0% 0.61% EC
22 INTUITIVE SURGICAL INC 46120E602 Feb 2026 75,000 -25,000 $31.8M -36.7% 0.55% EC
23 DISC MEDICINE INC 254604101 Feb 2026 450,000 -200,000 $31.3M -27.7% 0.54% EC
24 CG ONCOLOGY INC 156944100 Feb 2026 500,000 -300,000 $31.1M -33.8% 0.54% EC
25 VIRIDIAN THERAPEUTICS INC 92790C104 Feb 2026 1,500,000 -1,319,500 $26.4M -68.1% 0.46% EC
26 WAYSTAR HOLDING CORP 946784105 Feb 2026 1,080,000 -1,420,000 $21.5M -66.5% 0.37% EC
27 STRUCTURE THERAPEUTICS INC 86366E106 Feb 2026 540,000 -80,000 $21.2M -45.6% 0.37% EC
28 STOKE THERAPEUTICS INC 86150R107 Feb 2026 628,000 -122,000 $19.4M -28.9% 0.34% EC
29 VIKING THERAPEUTICS INC 92686J106 Feb 2026 540,000 -60,000 $17.7M -12.9% 0.31% EC
30 INSULET CORP 45784P101 Feb 2026 100,000 -170,000 $14.5M -78.2% 0.25% EC
31 SUMMIT THERAPEUTICS INC 86627T108 Feb 2026 800,000 -200,000 $14.0M -15.4% 0.24% EC
32 Fidelity Revere Street Trust 31635A105 Feb 2026 10,759,186 -12,565,726 $10.8M -53.9% 0.19% STIV