Holdings of Select Medical Technology and Devices Portfolio
Fidelity Select Portfolios · 37 declared positions · as of Feb 28, 2026
Original filing · Net assets 3.7B $ · Ten largest lines: 70.8 % of the equity sleeve
Sector breakdown
- Health care 72.1 %
- Technology 2.8 %
- Unattributed 25.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 98.3 %
- EUR 1.6 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.7 %
- FR 1.6 %
- BM 0.7 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 35 | 3.4B $ | 97.71 % |
| FR | 1 | 56.3M $ | 1.62 % |
| BM | 1 | 23.3M $ | 0.67 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Danaher Corp | 2,360,000 | 497.1M $ | 13.62 % |
| Boston Scientific Corp | 5,850,000 | 449.6M $ | 12.32 % |
| Thermo Fisher Scientific Inc | 670,000 | 349.1M $ | 9.57 % |
| Intuitive Surgical Inc | 630,000 | 317.2M $ | 8.69 % |
| Edwards Lifesciences Corp | 2,360,000 | 204.1M $ | 5.59 % |
| Stryker Corp | 465,000 | 180.2M $ | 4.94 % |
| Abbott Laboratories | 1,530,000 | 178M $ | 4.88 % |
| Masimo Corp | 560,000 | 98.2M $ | 2.69 % |
| Veeva Systems Inc | 528,000 | 96.1M $ | 2.63 % |
| Insulet Corp | 360,000 | 88.8M $ | 2.43 % |
| IQVIA Holdings Inc | 450,000 | 80.5M $ | 2.20 % |
| Waystar Holding Corp | 2,800,000 | 71.8M $ | 1.97 % |
| Repligen Corp | 540,000 | 69.5M $ | 1.90 % |
| Bio-Techne Corp | 1,080,000 | 63.7M $ | 1.75 % |
| Waters Corp | 180,000 | 57.5M $ | 1.58 % |
| Sartorius Stedim Biotech | 260,000 | 56.3M $ | 1.54 % |
| Becton Dickinson & Co | 318,000 | 56.1M $ | 1.54 % |
| Caris Life Sciences Inc | 2,700,000 | 54.4M $ | 1.49 % |
| Medline Inc | 1,040,000 | 49.4M $ | 1.35 % |
| IRhythm Holdings Inc | 368,000 | 49.2M $ | 1.35 % |
| 10X Genomics Inc | 1,967,372 | 45.3M $ | 1.24 % |
| Natera Inc | 200,000 | 41.6M $ | 1.14 % |
| Penumbra Inc | 120,000 | 41.3M $ | 1.13 % |
| Veracyte Inc | 1,057,562 | 38.7M $ | 1.06 % |
| Guardant Health Inc | 410,000 | 38.5M $ | 1.05 % |
| Agilent Technologies Inc | 300,000 | 36.4M $ | 1.00 % |
| GE HealthCare Technologies Inc | 420,000 | 35.4M $ | 0.97 % |
| LifeStance Health Group Inc | 3,600,000 | 26.1M $ | 0.71 % |
| Kestra Medical Technologies Ltd | 1,000,000 | 23.3M $ | 0.64 % |
| HeartFlow Inc | 920,000 | 21.3M $ | 0.58 % |
| Mettler-Toledo International Inc | 12,800 | 17.5M $ | 0.48 % |
| Bruker Corp | 360,000 | 14.4M $ | 0.40 % |
| Omada Health Inc | 1,000,000 | 12.3M $ | 0.34 % |
| ICU Medical Inc | 40,000 | 6M $ | 0.17 % |
| Doximity Inc | 100,000 | 2.5M $ | 0.07 % |
| SALUDA MEDICAL INC | 2,000,000 | 1.5M $ | 0.04 % |
| Shoulder Innovations Inc | 72,800 | 987.2K $ | 0.03 % |