Holdings of Select Health Care Portfolio
Fidelity Select Portfolios · 100 declared positions · as of Feb 28, 2026
Original filing · Net assets 6.2B $ · Ten largest lines: 43.3 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 86 | 5.2B $ | 85.74 % |
| NL | 4 | 208.3M $ | 3.45 % |
| DK | 1 | 167.2M $ | 2.77 % |
| BE | 1 | 161M $ | 2.67 % |
| CH | 1 | 76.1M $ | 1.26 % |
| BM | 2 | 58M $ | 0.96 % |
| CA | 1 | 55.8M $ | 0.92 % |
| KY | 1 | 53.2M $ | 0.88 % |
| DE | 1 | 30.9M $ | 0.51 % |
| FR | 1 | 27.7M $ | 0.46 % |
| SG | 1 | 22.3M $ | 0.37 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Eli Lilly & Co | 408,000 | 429.2M $ | 6.93 % |
| Danaher Corp | 1,880,000 | 396M $ | 6.39 % |
| Boston Scientific Corp | 4,850,000 | 372.7M $ | 6.01 % |
| Johnson & Johnson | 1,400,000 | 347.8M $ | 5.61 % |
| AbbVie Inc | 1,140,000 | 264.6M $ | 4.27 % |
| Ascendis Pharma A/S | 716,000 | 167.2M $ | 2.70 % |
| UCB SA | 540,000 | 161M $ | 2.60 % |
| Gilead Sciences Inc | 1,080,000 | 160.9M $ | 2.60 % |
| Merck & Co Inc | 1,280,000 | 158.5M $ | 2.56 % |
| Argenx SE | 200,000 | 153.4M $ | 2.48 % |
| Edwards Lifesciences Corp | 1,600,000 | 138.4M $ | 2.23 % |
| CVS Health Corp | 1,500,000 | 119.9M $ | 1.93 % |
| Alnylam Pharmaceuticals Inc | 340,000 | 113.2M $ | 1.83 % |
| Thermo Fisher Scientific Inc | 212,000 | 110.5M $ | 1.78 % |
| Cogent Biosciences Inc | 2,560,000 | 99.5M $ | 1.60 % |
| McKesson Corp | 95,000 | 93.8M $ | 1.51 % |
| BrightSpring Health Services Inc | 2,080,000 | 86.2M $ | 1.39 % |
| Moderna Inc | 1,600,000 | 85.7M $ | 1.38 % |
| Insmed Inc | 560,000 | 83.6M $ | 1.35 % |
| Viridian Therapeutics Inc | 2,819,500 | 82.8M $ | 1.34 % |
| UnitedHealth Group Inc | 280,000 | 82.1M $ | 1.33 % |
| Nuvalent Inc | 760,000 | 77.5M $ | 1.25 % |
| Roche Holding AG | 160,000 | 76.1M $ | 1.23 % |
| Cencora Inc | 200,000 | 74.4M $ | 1.20 % |
| Royalty Pharma PLC | 1,500,000 | 69.3M $ | 1.12 % |
| Insulet Corp | 270,000 | 66.6M $ | 1.07 % |
| Waystar Holding Corp | 2,500,000 | 64.1M $ | 1.03 % |
| Vaxcyte Inc | 1,000,000 | 61.7M $ | 1.00 % |
| Caris Life Sciences Inc | 3,050,000 | 61.4M $ | 0.99 % |
| Stryker Corp | 150,000 | 58.1M $ | 0.94 % |
| Xenon Pharmaceuticals Inc | 1,290,000 | 55.8M $ | 0.90 % |
| Repligen Corp | 428,000 | 55.1M $ | 0.89 % |
| Veeva Systems Inc | 300,000 | 54.6M $ | 0.88 % |
| Privia Health Group Inc | 2,280,000 | 54.2M $ | 0.87 % |
| Praxis Precision Medicines Inc | 160,000 | 53.9M $ | 0.87 % |
| LEGEND BIOTECH CORP | 2,800,000 | 53.2M $ | 0.86 % |
| Crinetics Pharmaceuticals Inc | 1,280,000 | 52.6M $ | 0.85 % |
| Intuitive Surgical Inc | 100,000 | 50.4M $ | 0.81 % |
| Medline Inc | 1,000,000 | 47.5M $ | 0.77 % |
| CG oncology Inc | 800,000 | 47M $ | 0.76 % |
| CENTESSA PHARMACEUTICALS PLC | 1,650,000 | 44.3M $ | 0.72 % |
| Disc Medicine Inc | 650,000 | 43.3M $ | 0.70 % |
| Spyre Therapeutics Inc | 940,000 | 40.4M $ | 0.65 % |
| Structure Therapeutics Inc | 620,000 | 39M $ | 0.63 % |
| Alignment Healthcare Inc | 2,000,000 | 38.4M $ | 0.62 % |
| Enliven Therapeutics Inc | 1,280,000 | 38M $ | 0.61 % |
| Veracyte Inc | 1,030,144 | 37.7M $ | 0.61 % |
| Cytokinetics Inc | 600,000 | 37.3M $ | 0.60 % |
| Roivant Sciences Ltd | 1,280,000 | 37M $ | 0.60 % |
| 10X Genomics Inc | 1,600,000 | 36.9M $ | 0.60 % |
| Kiniksa Pharmaceuticals International Plc | 800,000 | 35.6M $ | 0.57 % |
| Oruka Therapeutics Inc | 1,006,510 | 34.6M $ | 0.56 % |
| Olema Pharmaceuticals Inc | 1,350,000 | 32.7M $ | 0.53 % |
| LifeStance Health Group Inc | 4,500,000 | 32.6M $ | 0.53 % |
| BioNTech SE | 280,000 | 30.9M $ | 0.50 % |
| Mineralys Therapeutics Inc | 1,000,000 | 29.3M $ | 0.47 % |
| Cigna Group/The | 100,000 | 29M $ | 0.47 % |
| BEONE MEDICINES LTD | 90,000 | 28.5M $ | 0.46 % |
| ZENAS BIOPHARMA INC | 1,080,000 | 28.5M $ | 0.46 % |
| Sartorius Stedim Biotech | 128,000 | 27.7M $ | 0.45 % |
| Stoke Therapeutics Inc | 750,000 | 27.3M $ | 0.44 % |
| Newamsterdam Pharma Co NV | 670,000 | 23.8M $ | 0.38 % |
| Pharvaris NV | 800,000 | 22.7M $ | 0.37 % |
| WaVe Life Sciences Ltd | 1,600,000 | 22.3M $ | 0.36 % |
| Kymera Therapeutics Inc | 243,586 | 22.3M $ | 0.36 % |
| HeartFlow Inc | 950,000 | 22M $ | 0.36 % |
| Amylyx Pharmaceuticals Inc | 1,420,000 | 21.5M $ | 0.35 % |
| Kestra Medical Technologies Ltd | 900,000 | 21M $ | 0.34 % |
| Viking Therapeutics Inc | 600,000 | 20.3M $ | 0.33 % |
| Axsome Therapeutics Inc | 118,000 | 19.3M $ | 0.31 % |
| CytomX Therapeutics Inc | 3,400,000 | 18.3M $ | 0.29 % |
| Guardant Health Inc | 194,000 | 18.2M $ | 0.29 % |
| Summit Therapeutics Inc | 1,000,000 | 16.6M $ | 0.27 % |
| Travere Therapeutics Inc | 550,000 | 16.4M $ | 0.26 % |
| Immunocore Holdings PLC | 500,000 | 16.2M $ | 0.26 % |
| Soleno Therapeutics Inc | 400,000 | 15.6M $ | 0.25 % |
| DAMORA THERAPEUTICS INC | 500,000 | 14.8M $ | 0.24 % |
| Trevi Therapeutics Inc | 1,000,000 | 11.9M $ | 0.19 % |
| Mirum Pharmaceuticals Inc | 128,000 | 11.8M $ | 0.19 % |
| IQVIA Holdings Inc | 60,000 | 10.7M $ | 0.17 % |
| Omada Health Inc | 850,000 | 10.4M $ | 0.17 % |
| Revolution Medicines Inc | 100,000 | 10.2M $ | 0.16 % |
| Biogen Inc | 50,000 | 9.6M $ | 0.15 % |
| MBX Biosciences Inc | 280,000 | 9.1M $ | 0.15 % |
| uniQure NV | 540,000 | 8.4M $ | 0.14 % |
| Rapport Therapeutics Inc | 285,000 | 8.3M $ | 0.13 % |
| Contineum Therapeutics Inc | 450,000 | 6.9M $ | 0.11 % |
| Annexon Inc | 1,200,000 | 6.7M $ | 0.11 % |
| Upstream Bio Inc | 800,000 | 6.1M $ | 0.10 % |
| JADE BIOSCIENCES INC | 400,000 | 5.9M $ | 0.10 % |
| Bio-Techne Corp | 100,000 | 5.9M $ | 0.10 % |
| Apogee Therapeutics Inc | 79,691 | 5.6M $ | 0.09 % |
| Outset Medical Inc | 1,520,000 | 5.3M $ | 0.09 % |
| Scholar Rock Holding Corp | 116,515 | 5.2M $ | 0.08 % |
| Ocular Therapeutix Inc | 494,535 | 4.4M $ | 0.07 % |
| Acumen Pharmaceuticals Inc | 1,140,000 | 3.6M $ | 0.06 % |
| Surgery Partners Inc | 145,113 | 2.2M $ | 0.04 % |
| Shoulder Innovations Inc | 96,700 | 1.3M $ | 0.02 % |
| SALUDA MEDICAL INC | 1,600,000 | 1.2M $ | 0.02 % |
| Immunome Inc | 46,826 | 1M $ | 0.02 % |