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Select Medical Technology and Devices 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
MEDLINE INC-A 0 1,040,000 1,040,000 1.36% $49.41M
IRHYTHM TECHNOLOGIES INC 0 368,000 368,000 1.35% $49.22M
GUARDANT HEALTH INC 0 410,000 410,000 1.06% $38.50M
GE HEALTHCARE TECHNOLOGIES INC WI 0 420,000 420,000 0.97% $35.39M
LIFESTANCE HEALTH GROUP INC 0 3,600,000 3,600,000 0.72% $26.06M
HEARTFLOW INC 0 920,000 920,000 0.59% $21.31M
OMADA HEALTH INC 0 1,000,000 1,000,000 0.34% $12.28M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CARIS LIFE SCIENCES INC (180 DAY LOCK-UP) 1,201,687 0 -1,201,687 0.00% -$30.68M
EXACT SCIENCES CORP 200,000 0 -200,000 0.00% -$20.26M
PROCEPT BIOROBOTICS CORP 528,000 0 -528,000 0.00% -$16.73M
HEARTFLOW INC (180 DAY LOCK-UP) 457,611 0 -457,611 0.00% -$14.76M
OMADA HEALTH INC (180 DAY LOCK-UP) 727,646 0 -727,646 0.00% -$13.63M
PHREESIA INC 528,916 0 -528,916 0.00% -$10.84M
INSPIRE MEDICAL SYSTEMS INC 60,000 0 -60,000 0.00% -$7.46M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
DANAHER CORP 2,250,000 2,360,000 110,000 13.66% -$13.14M
BOSTON SCIENTIFIC CORP 5,180,000 5,850,000 670,000 12.35% -$76.61M
INTUITIVE SURGICAL INC 600,000 630,000 30,000 8.71% -$26.88M
WAYSTAR HOLDING CORP 2,040,000 2,800,000 760,000 1.97% -$3.48M
REPLIGEN CORP 535,000 540,000 5,000 1.91% -$21.98M
BIO-TECHNE CORP 628,000 1,080,000 452,000 1.75% $23.21M
WATERS CORP 100,000 180,000 80,000 1.58% $17.15M
CARIS LIFE SCIENCES INC 169,114 2,700,000 2,530,886 1.49% $50.06M
VERACYTE INC 1,040,000 1,057,562 17,562 1.06% -$10.54M
Fidelity Securities Lending Cash Central Fund 9,626,759 33,723,974 24,097,215 0.93% $24.10M
KESTRA MEDICAL TECHNOLOGIES INC 820,605 1,000,000 179,395 0.64% $1.14M
Fidelity Cash Central Fund 714 22,397,268 22,396,554 0.62% $22.40M
SALUDA MEDICAL INC CDI 1,239,000 2,000,000 761,000 0.04% -$670.85K
CONFORMAL MEDICAL INC SER D PC PP 3,537,657 14,150,628 10,612,971 0.01% -$23.56M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
THERMO FISHER SCIENTIFIC INC 700,000 670,000 -30,000 9.59% -$64.44M
EDWARDS LIFESCIENCES CORP 2,500,000 2,360,000 -140,000 5.61% -$12.61M
STRYKER CORP 560,000 465,000 -95,000 4.95% -$27.69M
ABBOTT LABS 1,600,000 1,530,000 -70,000 4.89% -$28.22M
MASIMO CORP 1,285,000 560,000 -725,000 2.70% -$84.83M
VEEVA SYSTEMS-A 810,000 528,000 -282,000 2.64% -$98.53M
INSULET CORP 450,000 360,000 -90,000 2.44% -$58.46M
IQVIA HOLDINGS INC 900,000 450,000 -450,000 2.21% -$126.54M
Sartorius Stedim Biotech S.A. 280,000 260,000 -20,000 1.55% -$11.10M
BECTON DICKINSON and CO 320,000 318,000 -2,000 1.54% -$5.97M
10X GENOMICS INC 2,080,000 1,967,372 -112,628 1.25% $6.22M
NATERA INC 245,000 200,000 -45,000 1.14% -$16.90M
PENUMBRA INC 800,000 120,000 -680,000 1.14% -$193.21M
AGILENT TECHNOLOGIES INC 435,000 300,000 -135,000 1.00% -$30.36M
METTLER-TOLEDO INTL INC 15,000 12,800 -2,200 0.48% -$4.66M
BRUKER CORP 400,000 360,000 -40,000 0.40% -$5.08M
ICU MEDICAL INC 50,000 40,000 -10,000 0.17% -$1.40M
DOXIMITY INC-A 600,000 100,000 -500,000 0.07% -$28.41M
SALUDA MEDICAL INC WT PP 297,646 293,085 -4,561 0.06% -$2.81M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025) 33,030,177 33,030,177 0 0.92% $137.83K
ELEMENT BIOSCIENCES INC SER D PC PP 2,385,223 2,385,223 0 0.47% $6.87M
SHOULDER INNOVATIONS INC(180 Day Lockup) 874,963 874,963 0 0.33% -$1.64M
FREENOME HOLDINGS INC SER D PC PP 3,594,011 3,594,011 0 0.32% $540.52K
10X GENOMICS INC CL B 144A 392,772 392,772 0 0.25% $1.67M
ALEDADE INC SER F PC PP 233,799 233,799 0 0.17% -$1.51M
GALVANIZE THERAPEUTICS SER C-1 PC PERP PP 9,215,786 9,215,786 0 0.17% $80.21K
MANUS BIO INC SER ONE-6 PC PP 1,716,040 1,716,040 0 0.16% -$480.49K
DNA SCRIPT SAS SER C PC PP 34,196 34,196 0 0.14% -$694.60K
ASIMOV INC SER B PC PP 97,985 97,985 0 0.07% -$176.37K
DMED BIOPHARMACEUTICAL CO LTD SER C PC PP 268,502 268,502 0 0.05% -$426.92K
SHOULDER INNOVATIONS INC 72,800 72,800 0 0.03% -$136.86K
ELEVATEBIO LLC SER C PC PP 214,700 214,700 0 0.01% $25.76K
PROGNOMIQ INC 445,310 445,310 0 0.00% $44.53K

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