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Holdings (Monthly) Guide ↗

Select Pharmaceuticals Portfolio

· Fidelity Select Portfolios
Monthly Holdings $1.5B AUM 63 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 24 New 10 Added 15 Reduced 6 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 390,801 +28,000 $431.8M +13.1% 28.78% EC
2 GSK PLC 37733W204 Feb 2026 2,425,160 -156,200 $122.6M -19.7% 8.17% EC
3 VIATRIS INC 92556V106 Feb 2026 5,032,300 +3,302,700 $81.8M +216.9% 5.45% EC
4 UCB SA N/A Feb 2026 260,100 -72,758 $76.4M +1332.0% 5.09% EC
5 MERCK and CO INC 58933Y105 Feb 2026 599,336 +37,800 $71.2M +2.3% 4.74% EC
6 ROCHE HOLDING AG N/A Feb 2026 161,630 NEW $68.2M 4.54% EC
7 LEGEND BIOTECH CORP 52490G102 Feb 2026 2,504,500 -93,900 $68.0M +37.8% 4.53% EC
8 ASTRAZENECA PLC N/A Feb 2026 341,350 NEW $63.4M 4.22% EC
9 ELANCO ANIMAL HEALTH INC 28414H103 Feb 2026 2,611,000 +74,800 $62.3M -7.0% 4.15% EC
10 JAZZ PHARMACEUTICALS PLC N/A Feb 2026 259,600 NEW $61.4M 4.09% EC
11 GILEAD SCIENCES INC 375558103 Feb 2026 442,800 -29,700 $59.5M -15.4% 3.97% EC
12 JOHNSON and JOHNSON 478160104 Feb 2026 251,200 -208,500 $56.6M -50.4% 3.77% EC
13 ROYALTY PHARMA PLC N/A Feb 2026 718,900 NEW $40.1M 2.67% EC
14 Fidelity Revere Street Trust 31635A303 Feb 2026 36,651,092 -27,877,819 $36.7M -43.2% 2.44% STIV
15 MODERNA INC 60770K107 Feb 2026 499,200 -189,600 $23.6M -36.2% 1.57% EC
16 INTELLIA THERAPEUTICS INC 45826J105 Feb 2026 1,266,200 +881,700 $17.8M +236.2% 1.19% EC
17 BEAM THERAPEUTICS INC 07373V105 Feb 2026 500,600 +85,200 $16.5M +39.4% 1.10% EC
18 AXSOME THERAPEUTICS INC 05464T104 Feb 2026 69,000 +20,100 $16.2M +101.9% 1.08% EC
19 BIONTECH SE 09075V102 Feb 2026 163,253 +30,600 $15.7M +7.1% 1.04% EC
20 XENON PHARMACEUTICALS INC 98420N105 Feb 2026 226,000 -42,600 $12.4M +6.5% 0.82% EC
21 OCULAR THERAPEUTIX INC 67576A100 Feb 2026 1,331,717 $12.0M +0.8% 0.80% EC
22 IDEXX LABORATORIES INC 45168D104 May 2026 16,200 NEW $9.1M 0.61% EC
23 SWEDISH ORPHAN BIOVITRUM AB N/A Feb 2026 170,200 NEW $8.2M 0.54% EC
24 PTC THERAPEUTICS INC 69366J200 Feb 2026 110,000 -45,600 $8.1M -23.4% 0.54% EC
25 CAPRICOR THERAPEUTICS INC 14070B309 Feb 2026 231,300 -158,600 $6.9M -36.4% 0.46% EC
26 KYMERA THERAPEUTICS INC 501575104 Feb 2026 84,500 -17,500 $6.9M -26.2% 0.46% EC
27 RAIA DROGASIL SA N/A Feb 2026 1,691,900 NEW $6.3M 0.42% EC
28 ANNEXON INC 03589W102 Feb 2026 1,003,800 -260,300 $5.4M -23.1% 0.36% EC
29 ARROWHEAD PHARMACEUTICALS INC 04280A100 Feb 2026 65,400 $5.1M +23.1% 0.34% EC
30 HARMONY BIOSCIENCES HOLDINGS INC 413197104 Feb 2026 158,577 $5.0M +10.7% 0.33% EC
31 SERIF BIOMEDICINES, INC N/A Feb 2026 1,886,792 NEW $5.0M 0.33% EP
32 CRINETICS PHARMACEUTICALS INC 22663K107 Feb 2026 131,498 +8,698 $4.7M -7.4% 0.31% EC
33 DEFINIUM THERAPEUTICS INC 24477V105 Feb 2026 188,000 $4.5M +38.6% 0.30% EC
34 CORCEPT THERAPEUTICS INC 218352102 Feb 2026 62,300 -95,800 $4.3M -23.3% 0.29% EC
35 UNIQURE N.V. N/A Feb 2026 147,178 NEW $4.2M 0.28% EC
36 ASCENDIS PHARMA A/S N/A Feb 2026 18,300 NEW $4.1M 0.27% EC
37 AGOMAB THERAPEUTICS SA N/A Feb 2026 332,858 NEW $3.7M 0.25% EC
38 DISC MEDICINE INC 254604101 Feb 2026 53,800 $3.7M +4.4% 0.25% EC
39 AMYLYX PHARMACEUTICALS INC 03237H101 Feb 2026 257,800 $3.7M -5.4% 0.25% EC
40 PHIBRO ANIMAL HEALTH CORP 71742Q106 Feb 2026 99,800 -50,955 $3.1M -62.7% 0.20% EC
41 IONIS PHARMACEUTICALS INC 462222100 Feb 2026 40,100 +40,000 $3.1M +37702.2% 0.20% EC
42 EDGEWISE THERAPEUTICS INC 28036F105 Feb 2026 83,600 $2.9M +12.2% 0.19% EC
43 Fidelity Revere Street Trust 31635A105 Feb 2026 2,589,273 -2,220,111 $2.6M -46.2% 0.17% STIV
44 PARAGON BIOSCIENCES EMALEX CAPITAL INC N/A Feb 2026 158,879 NEW $2.2M 0.15% EP
45 CASTLE CREEK BIOSCIENCES INC N/A Feb 2026 6,308 NEW $1.4M 0.09% EP
46 EVOZYNE INC N/A Feb 2026 1,026,017 NEW $1.2M 0.08% DBT
47 EVOZYNE INC N/A Feb 2026 56,643 NEW $948K 0.06% EP
48 PARAGON BIOSCIENCES EMALEX CAPITAL INC N/A Feb 2026 22,477 NEW $311K 0.02% EP
49 PARAGON BIOSCIENCES EMALEX CAPITAL INC N/A Feb 2026 15,977 NEW $221K 0.01% EP
50 KAILERA THERAPEUTICS INC 482931102 May 2026 9,000 NEW $206K 0.01% EC
51 AGOMAB THERAPEUTICS SA 00860C102 Feb 2026 9,100 $102K -29.8% 0.01% EC
52 EVOZYNE INC N/A Feb 2026 5,900 NEW $96K 0.01% EP
53 PARAGON BIOSCIENCES EMALEX CAPITAL INC N/A Feb 2026 4,581 NEW $63K 0.00% EP
54 CASTLE CREEK BIOSCIENCES INC N/A Feb 2026 200 NEW $51K 0.00% EP
55 MYOS CORP N/A Feb 2026 40,000 NEW $50K 0.00% EC
56 CASTLE CREEK BIOSCIENCES INC N/A Feb 2026 85 NEW $17K 0.00% EP
57 MEDAVAIL HOLDINGS INC N/A Feb 2026 66 NEW $0 0.00% EC
BIOGEN INC 09062X103 73,000 SOLD $14.0M
ASCENDIS PHARMA A/S 04351P101 24,400 SOLD $5.7M
VERA THERAPEUTICS INC 92337R101 100,700 SOLD $4.1M
SUMMIT THERAPEUTICS INC 86627T108 169,304 SOLD $2.8M
ARRIVENT BIOPHARMA INC 04272N102 107,000 SOLD $2.5M
VIKING THERAPEUTICS INC 92686J106 64,300 SOLD $2.2M