Bellevue Group AG

Bellevue Group AG reported 164 holdings worth US$4.75B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Bellevue Group AG reported 164 holdings worth US$4.75B as of Jun 30, 2026. Largest: Amgen Inc., Vertex Pharmaceuticals Incorporated and Argenx Se. Filed Aug 14, 2026 (Form 13F).

Holdings
164
Value as reported
US$4.75B

The filing in full

CompanySharesValue as reported% of portfolio
Amgen Inc.852KUS$308M6.5%
Vertex Pharmaceuticals Incorporated579KUS$287M6.0%
Argenx Se301KUS$279M5.9%
Gilead Sciences, Inc.2.16MUS$273M5.7%
Revolution Medicines, Inc.1.05MUS$196M4.1%
Oruka Therapeutics, Inc.1.66MUS$158M3.3%
Insmed Incorporated1.39MUS$149M3.1%
Scholar Rock Holding Corporation2.45MUS$135M2.8%
Nuvalent, Inc.1.05MUS$130M2.7%
Viridian Therapeutics, Inc.6.73MUS$124M2.6%
Relay Therapeutics, Inc.6.19MUS$116M2.4%
Vaxcyte, Inc.1.97MUS$115M2.4%
United Therapeutics Corporation189KUS$102M2.1%
Intuitive Surgical, Inc.255KUS$101M2.1%
Regeneron Pharmaceuticals, Inc.157KUS$98.1M2.1%
Crinetics Pharmaceuticals, Inc.2.62MUS$98M2.1%
Bridgebio Pharma, Inc.1.19MUS$88.6M1.9%
Abbott Laboratories947KUS$85.9M1.8%
Stryker Corporation268KUS$84.5M1.8%
Ionis Pharmaceuticals, Inc.972KUS$77.1M1.6%
Enliven Therapeutics, Inc.1.49MUS$75.6M1.6%
Vera Therapeutics, Inc.1.71MUS$73.4M1.5%
Jade Biosciences, Inc.3.06MUS$67.9M1.4%
Edwards Lifesciences Corporation739KUS$66.9M1.4%
Ultragenyx Pharmaceutical Inc.1.98MUS$66.2M1.4%
Unitedhealth Group Incorporated149KUS$62M1.3%
Dexcom, Inc.822KUS$55.4M1.2%
Celldex Therapeutics, Inc.1.2MUS$44.7M0.94%
Avalyn Pharma Inc.1.35MUS$44.4M0.94%
Damora Therapeutics, Inc.1.62MUS$42.1M0.89%
Disc Medicine, Inc.560KUS$41M0.86%
Thermo Fisher Scientific Inc79,816US$40M0.84%
Boston Scientific Corporation888KUS$37.9M0.80%
Eli Lilly And Company29,882US$35.8M0.75%
Cg Oncology, Inc.494KUS$35.1M0.74%
Idexx Laboratories, Inc.61,780US$32.5M0.68%
Resmed Inc.148KUS$28.9M0.61%
Krystal Biotech, Inc.77,530US$28.8M0.61%
Monte Rosa Therapeutics, Inc.1.19MUS$28.8M0.61%
Danaher Corporation144KUS$27.4M0.58%
Johnson & Johnson103KUS$26.2M0.55%
Seaport Therapeutics, Inc.1.1MUS$23.9M0.50%
Palvella Therapeutics, Inc.155KUS$23.7M0.50%
Align Technology, Inc.140KUS$23.6M0.50%
Annexon, Inc.4.1MUS$23.4M0.49%
Humana Inc.58,398US$23.2M0.49%
Elevance Health, Inc.56,449US$21.8M0.46%
Tango Therapeutics, Inc.694KUS$21.7M0.46%
Spyre Therapeutics, Inc.230KUS$20.4M0.43%
Hemab Therapeutics Holdings, Inc.550KUS$20.2M0.43%
Insulet Corporation127KUS$19.4M0.41%
The Cigna Group66,500US$18.3M0.39%
Glaukos Corporation129KUS$18M0.38%
Cvs Health Corporation169KUS$17.5M0.37%
Becton, Dickinson And Company110KUS$16.6M0.35%
Ge Healthcare Technologies Inc.253KUS$16.2M0.34%
Centene Corporation229KUS$14.7M0.31%
Merck & Company, Inc.113KUS$14.5M0.31%
The Cooper Companies, Inc.197KUS$14.1M0.30%
Parabilis Medicines, Inc.500KUS$13.7M0.29%
Teva Pharmaceutical Industries Limited346KUS$11.7M0.25%
Globus Medical, Inc.146KUS$11.5M0.24%
Procept Biorobotics Corporation502KUS$11.3M0.24%
Zimmer Biomet Holdings, Inc.127KUS$10.9M0.23%
Veeva Systems Inc.59,347US$10.5M0.22%
Abbvie Inc.40,476US$10.2M0.21%
10x Genomics, Inc.261KUS$10M0.21%
Hca Healthcare, Inc.23,750US$9.26M0.19%
Aura Biosciences, Inc.1.17MUS$8.28M0.17%
Mckesson Corporation9,625US$7.27M0.15%
Tenet Healthcare Corporation38,868US$7.27M0.15%
Protagonist Therapeutics, Inc.55,682US$6.83M0.14%
Natera, Inc.24,806US$6.73M0.14%
Transmedics Group, Inc.101KUS$6.72M0.14%
Molina Healthcare Inc27,761US$6.35M0.13%
Waystar Holding Corp.294KUS$6.03M0.13%
Privia Health Group, Inc.227KUS$5.83M0.12%
Gmr Solutions Inc.333KUS$5.15M0.11%
Neurocrine Biosciences, Inc.24,037US$4.05M0.09%
Omada Health, Inc.158KUS$3.47M0.07%
Kestra Medical Technologies, Ltd.129KUS$3.29M0.07%
Medline Inc.82,153US$3.24M0.07%
Illumina, Inc.18,134US$3.19M0.07%
Beone Medicines Ltd. Class A10,474US$2.98M0.06%
Madrigal Pharmaceuticals, Inc.4,675US$2.51M0.05%
Adaptive Biotechnologies Corporation89,439US$1.92M0.04%
Cytokinetics, Incorporated19,007US$1.62M0.03%
Alamar Biosciences, Inc.55,738US$1.51M0.03%
Phreesia, Inc.140KUS$1.45M0.03%
Mobia Medical, Inc.100KUS$1.34M0.03%
Billiontoone, Inc.10,554US$1.27M0.03%
Beta Bionics, Inc.72,152US$1.13M0.02%
Pfizer, Inc.38,431US$925K0.02%
Abivax Sa6,397US$852K0.02%
Encompass Health Corporation6,951US$703K0.01%
Axsome Therapeutics, Inc.2,689US$658K0.01%
Certara, Inc.99,442US$651K0.01%
Praxis Precision Medicines, Inc.1,847US$618K0.01%
Apple Inc1,768US$541K0.01%
Denali Therapeutics Inc.17,766US$457K<0.01%

Every holding of Bellevue Group AG

Source

View original at SEC

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