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Holdings (Monthly) Guide ↗

Select Medical Technology and Devices Portfolio

· Fidelity Select Portfolios
Monthly Holdings $3.1B AUM 72 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 35 New 16 Added 14 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 DANAHER CORP 235851102 Feb 2026 2,460,000 +100,000 $449.4M -9.6% 15.09% EC
2 THERMO FISHER SCIENTIFIC INC 883556102 Feb 2026 850,000 +180,000 $418.6M +19.9% 14.06% EC
3 INTUITIVE SURGICAL INC 46120E602 Feb 2026 522,500 -107,500 $221.9M -30.1% 7.45% EC
4 BOSTON SCIENTIFIC CORP 101137107 Feb 2026 3,150,000 -2,700,000 $152.2M -66.2% 5.11% EC
5 EDWARDS LIFESCIENCES CORP 28176E108 Feb 2026 1,450,000 -910,000 $125.4M -38.6% 4.21% EC
6 STRYKER CORP 863667101 Feb 2026 408,000 -57,000 $124.5M -30.9% 4.18% EC
7 ABBOTT LABORATORIES 002824100 Feb 2026 1,340,000 -190,000 $114.7M -35.6% 3.85% EC
8 WATERS CORP 941848103 Feb 2026 254,000 +74,000 $97.4M +69.5% 3.27% EC
9 AGILENT TECHNOLOGIES INC 00846U101 Feb 2026 706,100 +406,100 $95.7M +162.8% 3.21% EC
10 WEST PHARMACEUTICAL SVCS INC 955306105 May 2026 285,000 NEW $92.0M 3.09% EC
11 Fidelity Revere Street Trust 31635A303 Feb 2026 86,128,112 +52,404,138 $86.1M +155.4% 2.89% STIV
12 BIO TECHNE CORP 09073M104 Feb 2026 1,640,000 +560,000 $84.8M +33.0% 2.85% EC
13 REPLIGEN CORP 759916109 Feb 2026 520,000 -20,000 $64.5M -7.3% 2.17% EC
14 10X GENOMICS INC 88025U109 Feb 2026 2,065,224 +97,852 $58.5M +28.9% 1.96% EC
15 GUARDANT HEALTH INC 40131M109 Feb 2026 428,000 +18,000 $55.5M +44.2% 1.86% EC
16 IRHYTHM TECHNOLOGIES INC 450056106 Feb 2026 450,000 +82,000 $51.3M +4.1% 1.72% EC
17 SARTORIUS STEDIM BIOTECH N/A Feb 2026 245,000 -3,292,657 $50.9M +20452.5% 1.71% EC
18 CARIS LIFE SCIENCES INC 142152107 Feb 2026 3,000,000 +300,000 $50.2M -7.8% 1.68% EC
19 NATERA INC 632307104 Feb 2026 208,000 +8,000 $46.5M +11.7% 1.56% EC
20 VERACYTE INC 92337F107 Feb 2026 1,000,000 -57,562 $46.3M +19.8% 1.56% EC
21 MEDLINE INC 58507V107 Feb 2026 1,250,000 +210,000 $45.7M -7.5% 1.54% EC
22 ILLUMINA INC 452327109 May 2026 280,000 NEW $45.6M 1.53% EC
23 BRUKER CORP 116794108 Feb 2026 760,000 +400,000 $44.8M +210.0% 1.50% EC
24 ALIGN TECHNOLOGY INC 016255101 May 2026 185,000 NEW $32.4M 1.09% EC
25 WAYSTAR HOLDING CORP 946784105 Feb 2026 1,600,000 -1,200,000 $31.9M -55.6% 1.07% EC
26 IQVIA HOLDINGS INC 46266C105 Feb 2026 174,000 -276,000 $31.7M -60.6% 1.06% EC
27 LIFESTANCE HEALTH GROUP INC 53228F101 Feb 2026 3,983,500 +383,500 $30.7M +17.8% 1.03% EC
28 INSULET CORP 45784P101 Feb 2026 208,000 -152,000 $30.1M -66.0% 1.01% EC
29 HEARTFLOW INC 42238D107 Feb 2026 950,000 +30,000 $29.4M +38.1% 0.99% EC
30 LANTHEUS HOLDINGS INC 516544103 May 2026 280,000 NEW $27.8M 0.93% EC
31 KESTRA MEDICAL TECHNOLOGIES INC N/A Feb 2026 950,000 NEW $20.2M 0.68% EC
32 ELEMENT BIOSCIENCES INC N/A Feb 2026 2,385,223 NEW $16.8M 0.56% EP
33 TWIST BIOSCIENCE CORP 90184D100 May 2026 250,000 NEW $16.7M 0.56% EC
34 KARDIUM INC/US N/A Feb 2026 19,246,988 NEW $16.4M 0.55% EP
35 MINIMED GROUP INC 60365F109 May 2026 1,280,000 NEW $15.4M 0.52% EC
36 VEEVA SYS INC 922475108 Feb 2026 85,000 -443,000 $14.8M -84.6% 0.50% EC
37 KARDIUM INC/US N/A Feb 2026 13,783,189 NEW $14.7M 0.50% EP
38 Fidelity Revere Street Trust 31635A105 Feb 2026 14,263,585 -8,133,682 $14.3M -36.3% 0.48% STIV
39 SHOULDER INNOVATIONS INC 82537J108 Feb 2026 947,763 +874,963 $13.9M +1311.3% 0.47% EC
40 10X GENOMICS INC N/A Feb 2026 392,772 NEW $11.1M 0.37% EC
41 REVVITY INC 714046109 May 2026 80,000 NEW $8.4M 0.28% EC
42 CERIBELL INC 15678C102 May 2026 416,159 NEW $7.7M 0.26% EC
43 FREENOME INC N/A Feb 2026 2,268,156 NEW $6.7M 0.23% EP
44 BECTON DICKINSON and CO 075887109 Feb 2026 40,000 -278,000 $5.9M -89.5% 0.20% EC
45 ALMAR BIOSCIENCES INC 010911105 May 2026 280,000 NEW $5.7M 0.19% EC
46 MANUS BIO INC N/A Feb 2026 1,716,040 NEW $5.7M 0.19% EP
47 ALEDADE INC N/A Feb 2026 175,232 NEW $5.6M 0.19% EP
48 ICU MEDICAL INC 44930G107 Feb 2026 40,000 $5.4M -10.1% 0.18% EC
49 DNA SCRIPT SAS N/A Feb 2026 28,249 NEW $4.3M 0.15% EP
50 FREENOME INC N/A Feb 2026 1,325,855 NEW $3.9M 0.13% EP
51 GALVANIZE THERAPEUTICS N/A Feb 2026 6,075,267 NEW $2.9M 0.10% EP
52 GALVANIZE THERAPEUTICS N/A Feb 2026 3,641,139 NEW $2.7M 0.09% EP
53 ASIMOV INC N/A Feb 2026 97,985 NEW $2.4M 0.08% EP
54 ALEDADE INC N/A Feb 2026 58,567 NEW $1.9M 0.06% EP
55 DMED BIOPHARMACEUTICAL CO LTD N/A Feb 2026 268,502 NEW $1.9M 0.06% EP
56 GALVANIZE THERAPEUTICS N/A Feb 2026 761,982 NEW $1.0M 0.03% DBT
57 SALUDA MEDICAL INC N/A Feb 2026 293,080 NEW $758K 0.03% EC
58 ELEVATEBIO, LLC N/A Feb 2026 214,700 NEW $395K 0.01% EP
59 PROGNOMIQ INC N/A Feb 2026 445,310 NEW $76K 0.00% EC
60 CONFORMAL MEDICAL INC N/A Feb 2026 3,537,657 NEW $71K 0.00% EC
61 DNA SCRIPT SAS N/A Feb 2026 4,668 NEW $50K 0.00% EC
62 CONFORMAL MEDICAL INC N/A Feb 2026 3,537,657 NEW $35K 0.00% EC
63 DNA SCRIPT SAS N/A Feb 2026 1,220 NEW $13K 0.00% EC
64 DNA SCRIPT SAS N/A Feb 2026 59 NEW $830 0.00% EP
65 CONFORMAL MEDICAL INC N/A Feb 2026 3,537,657 NEW $35 0.00% EC
66 SALUDA MEDICAL INC N/A Feb 2026 5 NEW $0 0.00% EC
MASIMO CORP 574795100 560,000 SOLD $98.2M
PENUMBRA INC 70975L107 120,000 SOLD $41.3M
GE HEALTHCARE TECHNOLOGIES INC 36266G107 420,000 SOLD $35.4M
METTLER-TOLEDO INTL INC 592688105 12,800 SOLD $17.5M
OMADA HEALTH INC 68170A108 1,000,000 SOLD $12.3M
DOXIMITY INC 26622P107 100,000 SOLD $2.5M