# Portfolio overlap — FACDX vs FSMEX

Comparing **Fidelity Advisor Health Care Fund** (2026-01-31) and **Select Medical Technology and Devices Portfolio** (2026-02-28).

- Shared positions: 35
- Fidelity Advisor Health Care Fund covered by Select Medical Technology and Devices Portfolio: 0.3454058369307503735819659278
- Select Medical Technology and Devices Portfolio covered by Fidelity Advisor Health Care Fund: 0.3454058369307503735819659278

## Fidelity Advisor Health Care Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BOSTON SCIENTIFIC CORP | 0.069190 | ✓ |
| LILLY ELI and CO | 0.062493 |  |
| DANAHER CORP | 0.060592 | ✓ |
| JOHNSON&JOHNSON | 0.034910 |  |
| Fidelity Securities Lending Cash Central Fund | 0.030252 | ✓ |
| ABBVIE INC | 0.029270 |  |
| ARGENX SE SPONSORED ADR | 0.027328 |  |
| UCB SA | 0.025285 |  |
| Ascendis Pharma A/S | 0.024954 |  |
| CVS HEALTH CORP | 0.021117 |  |
| MASIMO CORP | 0.020482 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.020095 | ✓ |
| VEEVA SYSTEMS-A | 0.018735 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.018640 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.016840 |  |
| GILEAD SCIENCES INC | 0.016514 |  |
| UNITEDHEALTH GRP | 0.015406 |  |
| MERCK & CO | 0.015131 |  |
| VIRIDIAN THERAPEUTICS INC | 0.014765 |  |
| COGENT BIOSCIENCES INC | 0.014568 |  |
| PENUMBRA INC | 0.013889 | ✓ |
| MODERNA INC | 0.013409 |  |
| INSULET CORP | 0.013277 | ✓ |
| IQVIA HOLDINGS INC | 0.012769 | ✓ |
| BRIGHTSPRING HEALTH SERVICES INC | 0.012651 |  |
| NUVALENT INC-A | 0.012276 |  |
| INSMED INC | 0.011698 |  |
| LEGEND BIOTECH CORP SPON ADR | 0.010714 |  |
| CRINETICS PHARMACEUTICALS INC | 0.010279 |  |
| ROCHE HOLDINGS AG (GENUSSCHEINE) | 0.010173 |  |
| WAYSTAR HOLDING CORP | 0.010141 | ✓ |
| MCKESSON CORP | 0.009918 |  |
| CARIS LIFE SCIENCES INC | 0.009810 | ✓ |
| ROYALTY PHARMA PLC | 0.009449 |  |
| STRUCTURE THERAPEUTICS INC ADR | 0.009234 |  |
| VAXCYTE INC | 0.008949 |  |
| REPLIGEN CORP | 0.008911 | ✓ |
| STRYKER CORP | 0.008819 | ✓ |
| XENON PHARMACEUTICALS INC | 0.008441 |  |
| DISC MEDICINE INC | 0.008418 |  |
| PRIVIA HEALTH GROUP INC | 0.008173 |  |
| INTUITIVE SURGICAL INC | 0.007941 | ✓ |
| PRAXIS PRECISION MEDICINES INC | 0.007680 |  |
| ALIGNMENT HEALTHCARE INC | 0.007527 |  |
| MEDLINE INC-A | 0.007383 | ✓ |
| BIONTECH SE ADR | 0.007058 |  |
| CG ONCOLOGY INC | 0.006645 |  |
| CENTESSA PHARMACEUTICALS LTD ADR | 0.006230 |  |
| ORUKA THERAPEUTICS INC | 0.006126 |  |
| 10X GENOMICS INC | 0.006025 | ✓ |

## Select Medical Technology and Devices Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DANAHER CORP | 0.136574 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.123513 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.095922 | ✓ |
| INTUITIVE SURGICAL INC | 0.087149 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.056065 | ✓ |
| STRYKER CORP | 0.049499 | ✓ |
| ABBOTT LABS | 0.048907 |  |
| MASIMO CORP | 0.026978 | ✓ |
| VEEVA SYSTEMS-A | 0.026402 | ✓ |
| INSULET CORP | 0.024391 | ✓ |
| IQVIA HOLDINGS INC | 0.022106 | ✓ |
| WAYSTAR HOLDING CORP | 0.019731 | ✓ |
| REPLIGEN CORP | 0.019098 | ✓ |
| BIO-TECHNE CORP | 0.017506 |  |
| WATERS CORP | 0.015794 |  |
| Sartorius Stedim Biotech S.A. | 0.015454 |  |
| BECTON DICKINSON and CO | 0.015418 |  |
| CARIS LIFE SCIENCES INC | 0.014940 | ✓ |
| MEDLINE INC-A | 0.013575 | ✓ |
| IRHYTHM TECHNOLOGIES INC | 0.013522 |  |
| 10X GENOMICS INC | 0.012459 | ✓ |
| NATERA INC | 0.011431 |  |
| PENUMBRA INC | 0.011354 | ✓ |
| VERACYTE INC | 0.010631 | ✓ |
| GUARDANT HEALTH INC | 0.010577 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.010004 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.009724 |  |
| Fidelity Securities Lending Cash Central Fund | 0.009266 | ✓ |
| KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025) | 0.009220 | ✓ |
| LIFESTANCE HEALTH GROUP INC | 0.007161 | ✓ |
| KESTRA MEDICAL TECHNOLOGIES INC | 0.006396 | ✓ |
| Fidelity Cash Central Fund | 0.006155 | ✓ |
| HEARTFLOW INC | 0.005854 |  |
| METTLER-TOLEDO INTL INC | 0.004806 |  |
| ELEMENT BIOSCIENCES INC SER D PC PP | 0.004699 | ✓ |
| BRUKER CORP | 0.003967 |  |
| OMADA HEALTH INC | 0.003374 | ✓ |
| SHOULDER INNOVATIONS INC(180 Day Lockup) | 0.003260 | ✓ |
| FREENOME HOLDINGS INC SER D PC PP | 0.003219 |  |
| 10X GENOMICS INC CL B 144A | 0.002487 |  |
| ALEDADE INC SER F PC PP | 0.001737 | ✓ |
| GALVANIZE THERAPEUTICS SER C-1 PC PERP PP | 0.001712 | ✓ |
| ICU MEDICAL INC | 0.001655 |  |
| MANUS BIO INC SER ONE-6 PC PP | 0.001570 | ✓ |
| DNA SCRIPT SAS SER C PC PP | 0.001386 |  |
| ASIMOV INC SER B PC PP | 0.000695 | ✓ |
| DOXIMITY INC-A | 0.000674 |  |
| SALUDA MEDICAL INC WT PP | 0.000596 | ✓ |
| DMED BIOPHARMACEUTICAL CO LTD SER C PC PP | 0.000471 | ✓ |
| SALUDA MEDICAL INC CDI | 0.000407 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-001918` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/315700/000003540226001918/0000035402-26-001918-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002674` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002674/0000035402-26-002674-index.htm>

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