Select Medical Technology and Devices Portfolio
Select Medical Technology and Devices Portfolio reported 45 holdings worth US$2.98B as of May 31, 2026 (Form N-PORT)
As of May 31, 2026 · Filed Jul 24, 2026
Select Medical Technology and Devices Portfolio reported 45 holdings worth US$2.98B as of May 31, 2026. Largest: Danaher Corporation, Thermo Fisher Scientific Inc and Intuitive Surgical, Inc. Filed Jul 24, 2026 (Form N-PORT).
- Holdings
- 45
- Value as reported
- US$2.98B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Danaher Corporation | 2.46M | US$449M | 15.1% |
| Thermo Fisher Scientific Inc | 850K | US$419M | 14.1% |
| Intuitive Surgical, Inc. | 523K | US$222M | 7.5% |
| Boston Scientific Corporation | 3.15M | US$152M | 5.1% |
| Edwards Lifesciences Corporation | 1.45M | US$125M | 4.2% |
| Stryker Corporation | 408K | US$124M | 4.2% |
| Abbott Laboratories | 1.34M | US$115M | 3.9% |
| Waters Corporation | 254K | US$97.4M | 3.3% |
| Agilent Technologies, Inc. | 706K | US$95.7M | 3.2% |
| West Pharmaceutical Services, Inc. | 285K | US$92M | 3.1% |
| Bio-techne Corp | 1.64M | US$84.8M | 2.8% |
| Repligen Corporation | 520K | US$64.5M | 2.2% |
| 10x Genomics, Inc. | 2.07M | US$58.5M | 2.0% |
| Guardant Health, Inc. | 428K | US$55.5M | 1.9% |
| Irhythm Holdings, Inc. | 450K | US$51.3M | 1.7% |
| Sartorius Stedim Biotech Sa | 245K | US$50.9M | 1.7% |
| Caris Life Sciences, Inc. | 3M | US$50.2M | 1.7% |
| Natera, Inc. | 208K | US$46.5M | 1.6% |
| Veracyte, Inc. | 1M | US$46.3M | 1.6% |
| Medline Inc. | 1.25M | US$45.7M | 1.5% |
| Illumina, Inc. | 280K | US$45.6M | 1.5% |
| Bruker Corporation | 760K | US$44.8M | 1.5% |
| Align Technology, Inc. | 185K | US$32.4M | 1.1% |
| Waystar Holding Corp. | 1.6M | US$31.9M | 1.1% |
| Iqvia Holdings, Inc. | 174K | US$31.7M | 1.1% |
| Lifestance Health Group, Inc. | 3.98M | US$30.7M | 1.0% |
| Insulet Corporation | 208K | US$30.1M | 1.0% |
| Heartflow, Inc. | 950K | US$29.4M | 0.99% |
| Lantheus Holdings, Inc. | 280K | US$27.8M | 0.93% |
| Kestra Medical Technologies, Ltd. | 950K | US$20.2M | 0.68% |
| Twist Bioscience Corporation | 250K | US$16.7M | 0.56% |
| Minimed Group, Inc. | 1.28M | US$15.4M | 0.52% |
| Veeva Systems Inc. | 85,000 | US$14.8M | 0.50% |
| Shoulder Innovations, Inc. | 948K | US$13.9M | 0.47% |
| Revvity, Inc. | 80,000 | US$8.36M | 0.28% |
| Ceribell, Inc. | 416K | US$7.68M | 0.26% |
| Becton, Dickinson And Company | 40,000 | US$5.88M | 0.20% |
| Alamar Biosciences, Inc. | 280K | US$5.72M | 0.19% |
| Icu Medical, Inc. | 40,000 | US$5.42M | 0.18% |
| Penumbra, Inc. | 0 | US$0 | 0.00% |
| Masimo Corporation | 0 | US$0 | 0.00% |
| Omada Health, Inc. | 0 | US$0 | 0.00% |
| Doximity, Inc. | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
| Mettler-toledo International, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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