Holdings of Select Medical Technology and Devices Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 3B $ including 2.9B $ in equities, 96.2 %
- Positions
- 39 in 3 countries
- Top ten
- 63.5 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Danaher Corp | 2,460,000 | 449.4M $ | 15.09 % |
| 2 | Thermo Fisher Scientific Inc | 850,000 | 418.6M $ | 14.06 % |
| 3 | Intuitive Surgical Inc | 522,500 | 221.9M $ | 7.45 % |
| 4 | Boston Scientific Corp | 3,150,000 | 152.2M $ | 5.11 % |
| 5 | Edwards Lifesciences Corp | 1,450,000 | 125.4M $ | 4.21 % |
| 6 | Stryker Corp | 408,000 | 124.5M $ | 4.18 % |
| 7 | Abbott Laboratories | 1,340,000 | 114.7M $ | 3.85 % |
| 8 | Waters Corp | 254,000 | 97.4M $ | 3.27 % |
| 9 | Agilent Technologies Inc | 706,100 | 95.7M $ | 3.21 % |
| 10 | West Pharmaceutical Services Inc | 285,000 | 92M $ | 3.09 % |
| 11 | Bio-Techne Corp | 1,640,000 | 84.8M $ | 2.85 % |
| 12 | Repligen Corp | 520,000 | 64.5M $ | 2.17 % |
| 13 | 10X Genomics Inc | 2,065,224 | 58.5M $ | 1.96 % |
| 14 | GUARDANT HEALTH INC | 428,000 | 55.5M $ | 1.86 % |
| 15 | IRhythm Holdings Inc | 450,000 | 51.3M $ | 1.72 % |
| 16 | Sartorius Stedim Biotech | 245,000 | 50.9M $ | 1.71 % |
| 17 | CARIS LIFE SCIENCES INC | 3,000,000 | 50.2M $ | 1.68 % |
| 18 | NATERA INC | 208,000 | 46.5M $ | 1.56 % |
| 19 | Veracyte Inc | 1,000,000 | 46.3M $ | 1.56 % |
| 20 | Medline Inc | 1,250,000 | 45.7M $ | 1.54 % |
| 21 | Illumina Inc | 280,000 | 45.6M $ | 1.53 % |
| 22 | Bruker Corp | 760,000 | 44.8M $ | 1.50 % |
| 23 | Align Technology Inc | 185,000 | 32.4M $ | 1.09 % |
| 24 | WAYSTAR HOLDING CORP | 1,600,000 | 31.9M $ | 1.07 % |
| 25 | IQVIA Holdings Inc | 174,000 | 31.7M $ | 1.07 % |
| 26 | LIFESTANCE HEALTH GROUP INC | 3,983,500 | 30.7M $ | 1.03 % |
| 27 | Insulet Corp | 208,000 | 30.1M $ | 1.01 % |
| 28 | HeartFlow Inc | 950,000 | 29.4M $ | 0.99 % |
| 29 | Lantheus Holdings Inc | 280,000 | 27.8M $ | 0.93 % |
| 30 | Kestra Medical Technologies Ltd | 950,000 | 20.2M $ | 0.68 % |
| 31 | TWIST BIOSCIENCE CORP | 250,000 | 16.7M $ | 0.56 % |
| 32 | MiniMed Group Inc | 1,280,000 | 15.4M $ | 0.52 % |
| 33 | Veeva Systems Inc | 85,000 | 14.8M $ | 0.50 % |
| 34 | SHOULDER INNOVATIONS INC | 947,763 | 13.9M $ | 0.47 % |
| 35 | Revvity Inc | 80,000 | 8.4M $ | 0.28 % |
| 36 | Ceribell Inc | 416,159 | 7.7M $ | 0.26 % |
| 37 | Becton Dickinson & Co | 40,000 | 5.9M $ | 0.20 % |
| 38 | Alamar Biosciences Inc | 280,000 | 5.7M $ | 0.19 % |
| 39 | ICU Medical Inc | 40,000 | 5.4M $ | 0.18 % |
Sector breakdown
- Health care 70.6 %
- Technology 0.5 %
- Unattributed 28.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 98.2 %
- EUR 1.8 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 97.5 %
- France 1.8 %
- Bermuda 0.7 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 37 | 2.8B $ | 97.52 % |
| 2 | France | 1 | 50.9M $ | 1.78 % |
| 3 | Bermuda | 1 | 20.2M $ | 0.71 % |
Cite this page
Titelia. "Holdings of Select Medical Technology and Devices Portfolio". https://titelia.com/en/funds/S000007473