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Select Health Care Portfolio

Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
38
matched to a ticker
Fund size
$6.8B
the filing's own figure
Matched value
$4.4B
of the positions below
As of
2026-08-31
S000007466

What it holds

Largest share of the fund first.

Company% of fundValue
LLYEli Lilly and Co7.11%$480M
TMOThermo Fisher Scientific Inc6.67%$450.5M
DHRDanaher Corp6.64%$448.5M
UNHUnitedHealth Group Inc3.23%$218.1M
JNJJohnson & Johnson3.07%$207.4M
ABBVAbbVie Inc2.83%$191M
NTRANatera Inc2.77%$186.7M
MRKMerck & Co Inc2.58%$174.4M
WSTWest Pharmaceutical Services Inc2.55%$172.3M
ARGXargenx SE2.29%$154.7M
ALNYAlnylam Pharmaceuticals Inc1.96%$132.4M
AAgilent Technologies Inc1.82%$122.8M
WATWaters Corp1.72%$116.1M
VTRSViatris Inc1.71%$115.6M
MRNAModerna Inc1.66%$112.3M
RGENRepligen Corp1.53%$103.2M
GHGuardant Health Inc1.38%$93M
ILMNIllumina Inc1.27%$85.5M
PCVXVaxcyte Inc1.15%$77.7M
BSXBoston Scientific Corp1.14%$77.3M
GILDGilead Sciences, Inc1.04%$70.2M
COGTCogent Biosciences Inc0.96%$64.8M
AMLXAmylyx Pharmaceuticals Inc0.80%$54M
BRKRBruker Corp0.79%$53.2M
INSMInsmed Inc0.77%$51.8M
PRAXPraxis Precision Medicines Inc0.73%$49M
TWSTTwist Bioscience Corp0.65%$44.2M
BIIBBiogen Inc0.64%$43.3M
VCYTVeracyte Inc0.64%$43.2M
RLAYRelay Therapeutics Inc0.57%$38.2M
CVSCVS Health Corp0.46%$31M
AXSMAxsome Therapeutics Inc0.44%$29.8M
CORCencora Inc0.38%$25.9M
EWEdwards Lifesciences Corp0.38%$25.4M
GPCRStructure Therapeutics Inc0.34%$23M
IRTCiRhythm Holdings, Inc0.28%$19M
SIShoulder Innovations Inc0.17%$11.4M
ISRGIntuitive Surgical Inc0.16%$10.6M

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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