Holdings (Monthly) Guide ↗

Select Biotechnology Portfolio

· Fidelity Select Portfolios

Monthly Holdings $5.5B AUM 44 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 80 New 44 Added 41 Reduced 9 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	Fidelity Revere Street Trust	31635A303	Feb 2026	176,471,877	+40,255,289	$176.5M	+29.6%	3.35%	STIV
2	ALNYLAM PHARMACEUTICALS INC	02043Q107	Feb 2026	511,683	+15,000	$154.5M	-6.6%	2.93%	EC
3	INSMED INC	457669307	Feb 2026	1,109,201	+298,100	$118.6M	-2.1%	2.25%	EC
4	ASCENDIS PHARMA A/S	N/A	Feb 2026	480,401	+107,822	$107.7M	+71111.4%	2.04%	EC
5	REVOLUTION MEDICINES INC	76155X100	Feb 2026	675,072	+236,300	$106.3M	+137.5%	2.02%	EC
6	AXSOME THERAPEUTICS INC	05464T104	Feb 2026	286,580	+194,277	$67.2M	+344.2%	1.28%	EC
7	BIOGEN INC	09062X103	Feb 2026	338,835	+39,400	$66.4M	+15.6%	1.26%	EC
8	PROTAGONIST THERAPEUTICS INC	74366E102	Feb 2026	607,713	+101,000	$60.5M	+29.7%	1.15%	EC
9	TANGO THERAPEUTICS INC	87583X109	Feb 2026	2,339,362	+1,753,362	$51.4M	+687.7%	0.98%	EC
10	MADRIGAL PHARMACEUTICALS INC	558868105	Feb 2026	98,095	+50,600	$48.8M	+137.7%	0.93%	EC
11	UNITED THERAPEUTICS CORP DEL	91307C102	Feb 2026	82,591	+37,998	$46.0M	+104.7%	0.87%	EC
12	KYMERA THERAPEUTICS INC	501575104	Feb 2026	556,441	+94,000	$45.3M	+7.2%	0.86%	EC
13	STOKE THERAPEUTICS INC	86150R107	Feb 2026	1,293,694	+501,100	$40.0M	+38.6%	0.76%	EC
14	TRAVERE THERAPEUTICS INC	89422G107	Feb 2026	798,843	+78,500	$37.7M	+75.6%	0.72%	EC
15	DYNE THERAPEUTICS INC	26818M108	Feb 2026	1,883,544	+515,400	$36.4M	+70.4%	0.69%	EC
16	TREVI THERAPEUTICS INC	89532M101	Feb 2026	2,374,785	+86,300	$33.6M	+23.1%	0.64%	EC
17	ORUKA THERAPEUTICS INC	687604108	Feb 2026	562,683	+86,900	$32.9M	+101.2%	0.63%	EC
18	APOGEE THERAPEUTICS INC	03770N101	Feb 2026	398,657	+5,900	$32.7M	+19.1%	0.62%	EC
19	ERASCA INC	29479A108	Feb 2026	2,533,680	+2,493,800	$32.5M	+5871.9%	0.62%	EC
20	SPYRE THERAPEUTICS INC	00773J202	Feb 2026	403,153	+1,200	$29.6M	+71.4%	0.56%	EC
21	ANNEXON INC	03589W102	Feb 2026	5,082,296	+348,700	$27.5M	+3.9%	0.52%	EC
22	INTELLIA THERAPEUTICS INC	45826J105	Feb 2026	1,914,833	+307,000	$26.9M	+21.6%	0.51%	EC
23	VAXCYTE INC	92243G108	Feb 2026	474,755	+4,300	$24.4M	-16.0%	0.46%	EC
24	VIRIDIAN THERAPEUTICS INC	92790C104	Feb 2026	1,308,304	+307,100	$23.1M	-21.6%	0.44%	EC
25	ARCUS BIOSCIENCES INC	03969F109	Feb 2026	852,700	+21,600	$21.6M	+27.6%	0.41%	EC
26	ALLOGENE THERAPEUTICS INC	019770106	Feb 2026	9,546,893	+8,145,778	$20.7M	+431.9%	0.39%	EC
27	MAZE THERAPEUTICS INC	578784100	Feb 2026	739,660	+427,775	$19.6M	+37.6%	0.37%	EC
28	SOLID BIOSCIENCES INC	83422E204	Feb 2026	2,606,779	+815,619	$19.1M	+72.0%	0.36%	EC
29	XENON PHARMACEUTICALS INC	98420N105	Feb 2026	345,564	+48,200	$18.9M	+47.1%	0.36%	EC
30	MIRUM PHARMACEUTICALS INC	604749101	Feb 2026	170,600	+150,200	$17.3M	+819.7%	0.33%	EC
31	TWIST BIOSCIENCE CORP	90184D100	Feb 2026	238,825	+68,000	$16.0M	+99.3%	0.30%	EC
32	MANNKIND CORP	56400P706	Feb 2026	4,078,401	+1,893,300	$15.4M	+114.5%	0.29%	EC
33	ALUMIS INC	022307102	Feb 2026	620,000	+58,100	$13.4M	-19.7%	0.25%	EC
34	PTC THERAPEUTICS INC	69366J200	Feb 2026	160,411	+25,900	$11.8M	+29.2%	0.22%	EC
35	FORTE BIOSCIENCES INC	34962G208	Feb 2026	563,591	+252,626	$10.7M	+14.4%	0.20%	EC
36	EIKON THERAPEUTICS INC	282564103	Feb 2026	974,333	+669,245	$10.6M	+151.2%	0.20%	EC
37	CAPRICOR THERAPEUTICS INC	14070B309	Feb 2026	334,200	+19,500	$10.0M	+13.9%	0.19%	EC
38	CYTOMX THERAPEUTICS INC	23284F105	Feb 2026	2,774,340	+1,551,800	$10.0M	+52.1%	0.19%	EC
39	IMMUNOVANT INC	45258J102	Feb 2026	272,221	+22,200	$9.1M	+30.7%	0.17%	EC
40	Fidelity Revere Street Trust	31635A105	Feb 2026	8,221,532	+3,354,811	$8.2M	+68.9%	0.16%	STIV
41	CG ONCOLOGY INC	156944100	Feb 2026	128,728	+106,100	$8.0M	+502.7%	0.15%	EC
42	TG THERAPEUTICS INC	88322Q108	Feb 2026	146,231	+80,000	$5.5M	+178.4%	0.11%	EC
43	ATEA PHARMACEUTICALS INC	04683R106	Feb 2026	287,662	+50,128	$1.3M	+20.8%	0.03%	EC
44	TARSUS PHARMACEUTICALS INC	87650L103	Feb 2026	11,500	+6,700	$683K	+88.4%	0.01%	EC