FundWatcher
FPHAX
Select Pharmaceuticals 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.

Nov 30, 2025 → Feb 28, 2026

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

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ASTRAZENECA PLC 0 358,250 358,250 4.72% $74.68M
VIATRIS INC 0 1,729,600 1,729,600 1.63% $25.82M
MERCK Kommanditgesellschaft auf Aktien 0 94,700 94,700 0.91% $14.35M
CAPRICOR THERAPEUTICS INC 0 389,900 389,900 0.69% $10.89M
KYMERA THERAPEUTICS INC 0 102,000 102,000 0.59% $9.32M
PHIBRO ANIMAL HEALTH CORP CL A 0 150,755 150,755 0.52% $8.23M
ANNEXON INC 0 1,264,100 1,264,100 0.45% $7.08M
ARROWHEAD PHARMACEUTICALS INC 0 65,400 65,400 0.26% $4.14M
WAVE LIFE SCIENCES LTD 0 296,800 296,800 0.26% $4.13M
VERA THERAPEUTICS INC 0 100,700 100,700 0.26% $4.11M
DEFINIUM THERAPEUTICS INC 0 188,000 188,000 0.21% $3.28M
VIKING THERAPEUTICS INC 0 64,300 64,300 0.14% $2.18M
AGOMAB THERAPEUTICS SA ADR 0 9,100 9,100 0.01% $145.78K
IONIS PHARMACEUTICALS INC 0 100 100 0.00% $8.12K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ASTRAZENECA PLC SPONS ADR 1,619,500 0 -1,619,500 0.00% -$150.16M
OPTION 510,300 0 -510,300 0.00% -$25.18M
ARCUS BIOSCIENCES INC 774,017 0 -774,017 0.00% -$20.20M
MINERALYS THERAPEUTICS INC 325,100 0 -325,100 0.00% -$14.02M
ULTRAGENYX PHARMA INC 253,500 0 -253,500 0.00% -$8.81M
REPLIMUNE GROUP INC 427,800 0 -427,800 0.00% -$4.28M
LENZ THERAPEUTICS INC 134,000 0 -134,000 0.00% -$4.09M
PRAXIS PRECISION MEDICINES INC 20,000 0 -20,000 0.00% -$3.93M
PALVELLA THERAPEUTICS INC 35,700 0 -35,700 0.00% -$3.67M
VIR BIOTECHNOLOGY INC 280,800 0 -280,800 0.00% -$1.80M
LEAP THERAPEUTICS INC WT 60,600 0 -60,600 0.00% -$1
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
LILLY ELI and CO 323,861 362,801 38,940 24.13% $33.36M
GSK plc SPONSORED ADR 1,370,560 2,581,360 1,210,800 9.65% $87.04M
JOHNSON&JOHNSON 351,700 459,700 108,000 7.22% $41.43M
UCB SA 232,600 254,500 21,900 4.80% $10.96M
ROCHE HOLDINGS AG (GENUSSCHEINE) 33,410 157,090 123,680 4.73% $61.96M
Fidelity Securities Lending Cash Central Fund 34,334,099 64,528,911 30,194,812 4.08% $30.20M
LEGEND BIOTECH CORP SPON ADR 832,700 2,598,400 1,765,700 3.12% $26.30M
JAZZ PHARMA PLC 107,400 227,700 120,300 2.74% $24.31M
MODERNA INC 529,400 688,800 159,400 2.33% $23.15M
BEAM THERAPEUTICS INC 317,500 415,400 97,900 0.75% $3.78M
CORCEPT THERAPEUTICS INC 45,100 158,100 113,000 0.36% $2.06M
AGOMAB THERAPEUTICS SA SER D PC PP 15,398 332,858 317,460 0.34% $702.16K
HARMONY BIOSCIENCES HOLDINGS INC 93,877 158,577 64,700 0.29% $1.21M
EVOZYNE INC SER B PC PP 1,056,498 1,071,739 15,241 0.14% $35.55K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
GILEAD SCIENCES INC 515,400 472,500 -42,900 4.45% $5.52M
MERCK & CO 644,536 561,536 -83,000 4.40% $1.96M
ELANCO ANIMAL HEALTH INC 2,565,200 2,536,200 -29,000 4.23% $7.26M
ROYALTY PHARMA PLC 1,096,200 750,500 -345,700 2.19% -$9.19M
BIOGEN INC 80,400 73,000 -7,400 0.89% -$637.18K
UNIQURE N.V. 760,669 705,578 -55,091 0.70% -$9.90M
PTC THERAPEUTICS INC 208,100 155,600 -52,500 0.67% -$7.28M
INTELLIA THERAPEUTICS INC 594,800 384,500 -210,300 0.33% -$48.84K
Fidelity Cash Central Fund 25,244,965 4,809,384 -20,435,581 0.30% -$20.44M
AMYLYX PHARMACEUTICALS INC 354,700 257,800 -96,900 0.25% -$1.40M
DISC MEDICINE INC 115,400 53,800 -61,600 0.23% -$7.19M
IDORSIA LTD 779,340 639,660 -139,680 0.21% $146.98K
SUMMIT THERAPEUTICS INC 262,104 169,304 -92,800 0.18% -$1.88M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
FINANCIERE DE TU 91,587 91,587 0 1.55% $2.19M
BIONTECH SE ADR 132,653 132,653 0 0.92% $939.18K
OCULAR THERAPEUTIX INC 1,331,717 1,331,717 0 0.75% -$4.27M
XENON PHARMACEUTICALS INC 268,600 268,600 0 0.73% -$400.21K
AXSOME THERAPEUTICS INC 48,900 48,900 0 0.51% $605.87K
Ascendis Pharma A/S 24,400 24,400 0 0.36% $516.55K
CRINETICS PHARMACEUTICALS INC 122,800 122,800 0 0.32% -$547.69K
EDGEWISE THERAPEUTICS INC 83,600 83,600 0 0.16% $367.84K
ARRIVENT BIOPHARMA INC 107,000 107,000 0 0.16% $3.21K
PARAGON BIOSCIENCES EMALEX CAPITAL INC SER D-3 PC PP 201,914 201,914 0 0.12% $8.28K
CASTLE CREEK BIOSCIENCES INC SER D-2 PC PP 6,593 6,593 0 0.09% $446
MEDAVAIL HOLDINGS INC PIPE 66 66 0 0.00% -$3

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