FHCLX Portfolio moves — Select Health Care Portfolio

FHCLX

Select Health Care Portfolio

Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

From To

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security	Shares Feb 2026	Δ shares	End %	Δ value
MCKESSON CORP	95,000	95,000	1.46%	$93.80M
ROCHE HOLDINGS AG (GENUSSCHEINE)	160,000	160,000	1.18%	$76.14M
CENCORA INC	200,000	200,000	1.16%	$74.43M
MEDLINE INC-A	1,000,000	1,000,000	0.74%	$47.51M
ROIVANT SCIENCES LTD	1,280,000	1,280,000	0.58%	$37.04M
KYMERA THERAPEUTICS INC	243,586	243,586	0.35%	$22.25M
HEARTFLOW INC	950,000	950,000	0.34%	$22.00M
GUARDANT HEALTH INC	194,000	194,000	0.28%	$18.22M
TREVI THERAPEUTICS INC	1,000,000	1,000,000	0.19%	$11.92M
MIRUM PHARMACEUTICALS INC	128,000	128,000	0.18%	$11.81M
OMADA HEALTH INC	850,000	850,000	0.16%	$10.44M
MBX BIOSCIENCES INC	280,000	280,000	0.14%	$9.11M
BIO-TECHNE CORP	100,000	100,000	0.09%	$5.90M
PARABILIS MEDICINES INC SERIES E PC PP	869,000	869,000	0.08%	$5.36M
HEAL TUB HOLDINGS LLC PP	12,300	12,300	0.07%	$4.42M
FREENOME HOLDINGS INC PIPE	320,567	320,567	0.05%	$3.21M
IMMUNOME INC	46,826	46,826	0.02%	$1.02M

Security	Shares Nov 2025	Δ shares	End %	Δ value
PENUMBRA INC	1,000,000	-1,000,000	0.00%	-$293.17M
MASIMO CORP	1,250,000	-1,250,000	0.00%	-$178.04M
EXACT SCIENCES CORP	600,000	-600,000	0.00%	-$60.77M
CARIS LIFE SCIENCES INC (180 DAY LOCK-UP)	1,729,128	-1,729,128	0.00%	-$44.14M
CIDARA THERAPEUTICS INC	150,000	-150,000	0.00%	-$32.98M
REZOLUTE INC	2,800,000	-2,800,000	0.00%	-$27.22M
JANUX THERAPEUTICS INC	670,000	-670,000	0.00%	-$22.84M
HEARTFLOW INC (180 DAY LOCK-UP)	636,013	-636,013	0.00%	-$20.51M
RHYTHM PHARMACEUTICALS INC	180,000	-180,000	0.00%	-$19.64M
ULTRAGENYX PHARMA INC	450,000	-450,000	0.00%	-$15.64M
MOLINA HEALTHCARE INC	100,000	-100,000	0.00%	-$14.83M
EISAI CO LTD	450,000	-450,000	0.00%	-$14.11M
OMADA HEALTH INC (180 DAY LOCK-UP)	717,691	-717,691	0.00%	-$13.44M
ASTRANA HEALTH INC	500,000	-500,000	0.00%	-$11.52M
PHREESIA INC	426,447	-426,447	0.00%	-$8.74M
DAY ONE BIOPHARMACEUTICALS INC	600,000	-600,000	0.00%	-$5.69M
CELCUITY INC	47,600	-47,600	0.00%	-$4.81M
PROCEPT BIOROBOTICS CORP	80,000	-80,000	0.00%	-$2.53M
DAMORA THERAPEUTICS SER C PC PIPE	100	-100	0.00%	-$1.78M
MIND MEDICINE MINDMED INC	29,843	-29,843	0.00%	-$377.51K

Security	Shares Nov 2025	Shares Feb 2026	Δ shares	End %	Δ value
LILLY ELI and CO	400,000	408,000	8,000	6.68%	-$976.08K
DANAHER CORP	1,840,000	1,880,000	40,000	6.16%	-$21.27M
BOSTON SCIENTIFIC CORP	4,250,000	4,850,000	600,000	5.80%	-$58.99M
JOHNSON&JOHNSON	500,000	1,400,000	900,000	5.41%	$244.34M
ABBVIE INC	650,000	1,140,000	490,000	4.12%	$116.57M
Fidelity Securities Lending Cash Central Fund	185,005,580	224,531,147	39,525,568	3.49%	$39.53M
GILEAD SCIENCES INC	740,000	1,080,000	340,000	2.50%	$67.74M
MERCK & CO	700,000	1,280,000	580,000	2.47%	$85.11M
INSMED INC	269,000	560,000	291,000	1.30%	$27.73M
NUVALENT INC-A	738,191	760,000	21,809	1.21%	-$3.24M
WAYSTAR HOLDING CORP	1,600,000	2,500,000	900,000	1.00%	$5.07M
VAXCYTE INC	950,000	1,000,000	50,000	0.96%	$14.61M
CARIS LIFE SCIENCES INC	75,400	3,050,000	2,974,600	0.96%	$59.50M
XENON PHARMACEUTICALS INC	1,286,500	1,290,000	3,500	0.87%	-$1.77M
REPLIGEN CORP	400,700	428,000	27,300	0.86%	-$13.43M
CENTESSA PHARMACEUTICALS LTD ADR	1,560,000	1,650,000	90,000	0.69%	-$967.80K
SPYRE THERAPEUTICS INC	870,891	940,000	69,109	0.63%	$14.30M
STRUCTURE THERAPEUTICS INC ADR	560,000	620,000	60,000	0.61%	$18.99M
ALIGNMENT HEALTHCARE INC	82,560	2,000,000	1,917,440	0.60%	$36.85M
VERACYTE INC	1,000,000	1,030,144	30,144	0.59%	-$9.65M
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC	350,000	800,000	450,000	0.55%	$20.71M
ORUKA THERAPEUTICS INC	999,710	1,006,510	6,800	0.54%	$4.54M
OLEMA PHARMACEUTICALS INC	740,000	1,350,000	610,000	0.51%	$11.71M
LIFESTANCE HEALTH GROUP INC	3,400,000	4,500,000	1,100,000	0.51%	$10.48M
MINERALYS THERAPEUTICS INC	750,000	1,000,000	250,000	0.46%	-$3.08M
ZENAS BIOPHARMA INC	940,000	1,080,000	140,000	0.44%	-$8.04M
Fidelity Cash Central Fund	19,121,117	23,324,912	4,203,795	0.36%	$4.20M
KESTRA MEDICAL TECHNOLOGIES INC	670,000	900,000	230,000	0.33%	$2.88M
VIKING THERAPEUTICS INC	500,000	600,000	100,000	0.32%	$1.90M
AXSOME THERAPEUTICS INC	100,000	118,000	18,000	0.30%	$4.19M
CYTOMX THERAPEUTICS INC	3,000,000	3,400,000	400,000	0.28%	$5.42M
TRAVERE THERAPEUTICS INC	280,000	550,000	270,000	0.25%	$6.47M
KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025)	23,990,102	24,087,110	97,008	0.25%	$12.07K
GALECTO INC	160,000	500,000	340,000	0.23%	$11.95M
APOGEE THERAPEUTICS INC	77,991	79,691	1,700	0.09%	-$34.64K
SCHOLAR ROCK HOLDING CORP	115,415	116,515	1,100	0.08%	$72.93K
OCULAR THERAPEUTIX INC	398,997	494,535	95,538	0.07%	-$426.67K

Security	Shares Nov 2025	Shares Feb 2026	Δ shares	End %	Δ value
Ascendis Pharma A/S	740,000	716,000	-24,000	2.60%	$10.06M
UCB SA	635,000	540,000	-95,000	2.51%	-$16.22M
ARGENX SE SPONSORED ADR	254,000	200,000	-54,000	2.39%	-$78.26M
EDWARDS LIFESCIENCES CORP	1,800,000	1,600,000	-200,000	2.15%	-$17.65M
CVS HEALTH CORP	2,180,000	1,500,000	-680,000	1.86%	-$55.33M
ALNYLAM PHARMACEUTICALS INC	405,000	340,000	-65,000	1.76%	-$69.56M
THERMO FISHER SCIENTIFIC INC	218,000	212,000	-6,000	1.72%	-$18.33M
COGENT BIOSCIENCES INC	2,600,000	2,560,000	-40,000	1.55%	-$5.12M
BRIGHTSPRING HEALTH SERVICES INC	2,280,000	2,080,000	-200,000	1.34%	$3.73M
MODERNA INC	1,690,000	1,600,000	-90,000	1.33%	$41.81M
VIRIDIAN THERAPEUTICS INC	2,840,000	2,819,500	-20,500	1.29%	-$7.93M
UNITEDHEALTH GRP	400,000	280,000	-120,000	1.28%	-$49.79M
ROYALTY PHARMA PLC	1,750,000	1,500,000	-250,000	1.08%	-$720.00K
INSULET CORP	410,000	270,000	-140,000	1.04%	-$67.56M
STRYKER CORP	260,000	150,000	-110,000	0.90%	-$38.39M
VEEVA SYSTEMS-A	575,000	300,000	-275,000	0.85%	-$83.56M
PRAXIS PRECISION MEDICINES INC	228,000	160,000	-68,000	0.84%	$9.09M
LEGEND BIOTECH CORP SPON ADR	2,850,000	2,800,000	-50,000	0.83%	-$25.77M
CRINETICS PHARMACEUTICALS INC	1,300,107	1,280,000	-20,107	0.82%	-$6.62M
DISC MEDICINE INC	700,000	650,000	-50,000	0.67%	-$22.05M
CYTOKINETICS INC	1,020,000	600,000	-420,000	0.58%	-$32.16M
10X GENOMICS INC	1,920,000	1,600,000	-320,000	0.57%	$764.80K
BIONTECH SE ADR	430,000	280,000	-150,000	0.48%	-$13.49M
THE CIGNA GROUP	185,000	100,000	-85,000	0.45%	-$22.31M
STOKE THERAPEUTICS INC	900,000	750,000	-150,000	0.42%	-$511.50K
WAVE LIFE SCIENCES LTD	2,950,000	1,600,000	-1,350,000	0.35%	-$604.00K
SOLENO THERAPEUTICS INC	500,000	400,000	-100,000	0.24%	-$9.60M
IQVIA HOLDINGS INC	500,000	60,000	-440,000	0.17%	-$104.28M
REVOLUTION MEDICINES INC	740,000	100,000	-640,000	0.16%	-$47.34M
BIOGEN INC	116,266	50,000	-66,266	0.15%	-$11.58M
UNIQURE N.V.	900,000	540,000	-360,000	0.13%	-$16.32M
UPSTREAM BIO INC	1,280,000	800,000	-480,000	0.10%	-$30.46M
SALUDA MEDICAL INC WT PP	338,170	338,168	-2	0.04%	-$3.24M
SURGERY PARTNERS INC	900,000	145,113	-754,887	0.03%	-$13.11M

Security	Shares Nov 2025	Shares Feb 2026	End %	Δ value
PRIVIA HEALTH GROUP INC	2,280,000	2,280,000	0.84%	-$1.41M
INTUITIVE SURGICAL INC	100,000	100,000	0.78%	-$7.00M
CG ONCOLOGY INC	800,000	800,000	0.73%	$11.17M
ENLIVEN THERAPEUTICS INC	1,280,000	1,280,000	0.59%	$10.36M
BEONE MEDICINES LTD ADR	90,000	90,000	0.44%	-$2.13M
Sartorius Stedim Biotech S.A.	128,000	128,000	0.43%	-$3.10M
NEWAMSTERDAM PHARMA COMPANY NV	670,000	670,000	0.37%	-$3.91M
PHARVARIS NV	800,000	800,000	0.35%	$8.00K
AMYLYX PHARMACEUTICALS INC	1,420,000	1,420,000	0.34%	$269.80K
SUMMIT THERAPEUTICS INC	1,000,000	1,000,000	0.26%	-$1.30M
Immunocore Holdings plc ADS	500,000	500,000	0.25%	-$3.60M
CLEERLY INC SER C PC PP	1,285,367	1,285,367	0.25%	$0
ELEMENT BIOSCIENCES INC SER D PC PP	1,398,975	1,398,975	0.20%	$4.46M
10X GENOMICS INC CL B 144A	500,000	500,000	0.18%	$2.12M
MEDICAL MICROINSTRUMENTS INC WT 02/16/2031 PP	332,125	332,125	0.17%	-$79.87K
ENDEAVOR BIOMEDICINES INC SERIES C PC PP	1,366,212	1,366,212	0.14%	$0
INSIGHTEC LTD SER G PC PP	11,853,768	11,853,768	0.14%	$592.69K
RAPPORT THERAPEUTICS INC	285,000	285,000	0.13%	-$193.80K
GALVANIZE THERAPEUTICS SER C-1 PC PERP PP	11,269,090	11,269,090	0.12%	$108.96K
ALEDADE INC SER F PC PP	257,884	257,884	0.11%	-$1.67M
CONTINEUM THERAPEUTICS INC CL A	450,000	450,000	0.11%	$1.92M
ANNEXON INC	1,200,000	1,200,000	0.10%	$1.32M
SHOULDER INNOVATIONS INC(180 Day Lockup)	448,586	448,586	0.09%	-$843.34K
JADE BIOSCIENCES INC	400,000	400,000	0.09%	$804.00K
OUTSET MEDICAL INC	1,520,000	1,520,000	0.08%	-$1.63M
ZENAS BIOPHARMA INC PIPE	160,865	160,865	0.07%	-$2.01M
CANDID THERAPEUTICS INC SER B PC PP	3,162,302	3,162,302	0.06%	$505.97K
MANUS BIO INC SER ONE-6 PC PP	1,079,396	1,079,396	0.06%	-$302.23K
ACUMEN PHARMACEUTICALS INC	1,140,000	1,140,000	0.06%	$1.44M
ORUKA THERAPEUTICS INC PIPE	103,500	103,500	0.06%	$446.08K
WUGEN INC SER C PP WT 08/22/35	2,753,495	2,753,495	0.05%	-$57.03K
ASIMOV INC SER B PC PP	101,438	101,438	0.04%	-$182.59K
DMED BIOPHARMACEUTICAL CO LTD SER C PC PP	330,316	330,316	0.03%	-$525.20K
HEAL THRIVE HOLDINGS LLC PP	473,270	473,270	0.02%	$52.06K
SHOULDER INNOVATIONS INC	96,700	96,700	0.02%	-$181.80K
SALUDA MEDICAL INC CDI	1,600,000	1,600,000	0.02%	-$1.59M
ELEVATEBIO LLC SER C PC PP	254,900	254,900	0.01%	$30.59K

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