13F HOLDINGS REPORT
Bellevue Group AG
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078490
Total Value
$4.54B
Positions
175
Other Managers
3
Confidential Omitted
No
Holdings (175)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IONIS PHARMACEUTICALS INC | IONS | 7,850,000 | $310.2M | 6.84% |
| 2 | ARGENX SE | ARGX | 560,000 | $308.7M | 6.80% |
| 3 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,820,000 | $228.8M | 5.04% |
| 4 | ALNYLAM PHARMACEUTICALS INC | ALNY | 665,500 | $217.0M | 4.78% |
| 5 | ABBOTT LABS | ABLZF | 1,477,943 | $201.0M | 4.43% |
| 6 | STRYKER CORPORATION | SYK | 502,088 | $198.6M | 4.38% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 363,712 | $197.6M | 4.36% |
| 8 | BOSTON SCIENTIFIC CORP | BSX | 1,765,194 | $189.6M | 4.18% |
| 9 | VERTEX PHARMACEUTICALS INC | VRTX | 391,326 | $174.2M | 3.84% |
| 10 | REVOLUTION MEDICINES INC | RVMDW | 4,579,300 | $168.5M | 3.71% |
| 11 | AGIOS PHARMACEUTICALS INC | AGIO | 3,590,150 | $119.4M | 2.63% |
| 12 | INCYTE CORP | INCY | 1,565,855 | $106.6M | 2.35% |
| 13 | AKERO THERAPEUTICS INC | 00973Y108 | 1,981,472 | $105.7M | 2.33% |
| 14 | SCHOLAR ROCK HLDG CORP | SRRK | 2,931,707 | $103.8M | 2.29% |
| 15 | MEDTRONIC PLC | MDT | 921,043 | $80.3M | 1.77% |
| 16 | IMMUNOCORE HLDGS PLC | IMCR | 2,441,830 | $76.6M | 1.69% |
| 17 | DEXCOM INC | DXCM | 807,367 | $70.5M | 1.55% |
| 18 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,307,569 | $67.3M | 1.48% |
| 19 | EDWARDS LIFESCIENCES CORP | EW | 834,012 | $65.2M | 1.44% |
| 20 | INSULET CORP | PODD | 198,056 | $62.2M | 1.37% |
| 21 | BECTON DICKINSON & CO | BDX | 316,732 | $54.6M | 1.20% |
| 22 | BEAM THERAPEUTICS INC | BEAM | 2,889,288 | $49.1M | 1.08% |
| 23 | PENUMBRA INC | PEN | 174,050 | $44.7M | 0.98% |
| 24 | RESMED INC | RSMDF | 165,802 | $42.8M | 0.94% |
| 25 | IDEXX LABS INC | 45168D104 | 76,548 | $41.1M | 0.90% |
| 26 | BIOHAVEN LTD | BHVN | 2,802,853 | $39.5M | 0.87% |
| 27 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 515,468 | $38.2M | 0.84% |
| 28 | HCA HEALTHCARE INC | HCA | 99,122 | $38.0M | 0.84% |
| 29 | THE CIGNA GROUP | 125523100 | 110,712 | $36.6M | 0.81% |
| 30 | BLUEPRINT MEDICINES CORP | 09627Y109 | 284,900 | $36.5M | 0.80% |
| 31 | EDGEWISE THERAPEUTICS INC | EWTX | 2,775,997 | $36.4M | 0.80% |
| 32 | MODERNA INC | MRNA | 1,230,000 | $33.9M | 0.75% |
| 33 | THERMO FISHER SCIENTIFIC INC | TMO | 82,594 | $33.5M | 0.74% |
| 34 | VEEVA SYS INC | VEEV | 113,333 | $32.6M | 0.72% |
| 35 | ELEVANCE HEALTH INC | ELV | 82,053 | $31.9M | 0.70% |
| 36 | ELI LILLY & CO | LLY | 40,920 | $31.9M | 0.70% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 96,262 | $30.0M | 0.66% |
| 38 | ALIGN TECHNOLOGY INC | ALGN | 150,787 | $28.5M | 0.63% |
| 39 | RELAY THERAPEUTICS INC | RLAY | 8,228,578 | $28.5M | 0.63% |
| 40 | PROCEPT BIOROBOTICS CORP | PRCT | 489,278 | $28.2M | 0.62% |
| 41 | WAVE LIFE SCIENCES LTD | WVE | 4,094,458 | $26.6M | 0.59% |
| 42 | STERIS PLC | STE | 109,887 | $26.4M | 0.58% |
| 43 | COOPER COS INC | 216648501 | 356,074 | $25.3M | 0.56% |
| 44 | ZIMMER BIOMET HOLDINGS INC | ZBH | 267,716 | $24.4M | 0.54% |
| 45 | ABBVIE INC | ABBV | 125,138 | $23.2M | 0.51% |
| 46 | VERTEX PHARMACEUTICALS INC | VRTX | 50,284 | $22.4M | 0.49% |
| 47 | MCKESSON CORP | MCK | 30,297 | $22.2M | 0.49% |
| 48 | MOLINA HEALTHCARE INC | MOH | 74,022 | $22.1M | 0.49% |
| 49 | DANAHER CORPORATION | 235851102 | 110,920 | $21.9M | 0.48% |
| 50 | GLOBUS MED INC | GMED | 332,336 | $19.6M | 0.43% |
| 51 | TRANSMEDICS GROUP INC | TMDX | 130,517 | $17.5M | 0.39% |
| 52 | ENCOMPASS HEALTH CORP | EHC | 131,741 | $16.2M | 0.36% |
| 53 | HOLOGIC INC | HOLX | 247,886 | $16.2M | 0.36% |
| 54 | MASIMO CORP | MASI | 89,673 | $15.1M | 0.33% |
| 55 | CAREDX INC | CDNA | 752,371 | $14.7M | 0.32% |
| 56 | PRIVIA HEALTH GROUP INC | PRVA | 630,697 | $14.5M | 0.32% |
| 57 | UNITEDHEALTH GROUP INC | UNH | 46,034 | $14.4M | 0.32% |
| 58 | NATERA INC | NTRA | 77,415 | $13.1M | 0.29% |
| 59 | STRYKER CORPORATION | SYK | 33,001 | $13.1M | 0.29% |
| 60 | THERMO FISHER SCIENTIFIC INC | TMO | 30,950 | $12.5M | 0.28% |
| 61 | ANNEXON INC | ANNX | 5,157,290 | $12.4M | 0.27% |
| 62 | HUMANA INC | HUM | 49,124 | $12.0M | 0.26% |
| 63 | MACROGENICS INC | MGNX | 9,919,992 | $12.0M | 0.26% |
| 64 | NATERA INC | NTRA | 70,076 | $11.8M | 0.26% |
| 65 | ABBOTT LABS | ABLZF | 86,079 | $11.7M | 0.26% |
| 66 | REGENERON PHARMACEUTICALS | REGN | 21,438 | $11.3M | 0.25% |
| 67 | JOHNSON & JOHNSON | JNJ | 68,211 | $10.4M | 0.23% |
| 68 | SI-BONE INC | SIBN | 540,112 | $10.2M | 0.22% |
| 69 | EXACT SCIENCES CORP | 30063P105 | 189,442 | $10.1M | 0.22% |
| 70 | LABCORP HOLDINGS INC | LH | 36,476 | $9.6M | 0.21% |
| 71 | PHREESIA INC | PHR | 332,016 | $9.4M | 0.21% |
| 72 | BEONE MEDICINES LTD | BEIGF | 38,698 | $9.4M | 0.21% |
| 73 | BIOMARIN PHARMACEUTICAL INC | BMRN | 151,445 | $8.3M | 0.18% |
| 74 | INTUITIVE SURGICAL INC | ISRG | 15,016 | $8.2M | 0.18% |
| 75 | CENTENE CORP DEL | CNC | 139,310 | $7.6M | 0.17% |
| 76 | MCKESSON CORP | MCK | 10,169 | $7.5M | 0.16% |
| 77 | INSPIRE MED SYS INC | 457730109 | 55,660 | $7.2M | 0.16% |
| 78 | STRUCTURE THERAPEUTICS INC | GPCR | 345,077 | $7.2M | 0.16% |
| 79 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 421,501 | $7.1M | 0.16% |
| 80 | BLACK DIAMOND THERAPEUTICS I | BDTX | 2,733,547 | $6.8M | 0.15% |
| 81 | AMGEN INC | AMGN | 24,108 | $6.7M | 0.15% |
| 82 | NEOGENOMICS INC | NEO | 913,082 | $6.7M | 0.15% |
| 83 | INSMED INC | INSM | 65,436 | $6.6M | 0.15% |
| 84 | INSULET CORP | PODD | 20,957 | $6.6M | 0.15% |
| 85 | ABBVIE INC | ABBV | 34,523 | $6.4M | 0.14% |
| 86 | WAYSTAR HLDG CORP | WAY | 150,610 | $6.2M | 0.14% |
| 87 | GLAUKOS CORP | GKOS | 55,926 | $5.8M | 0.13% |
| 88 | AXSOME THERAPEUTICS INC | AXSM | 54,653 | $5.7M | 0.13% |
| 89 | GILEAD SCIENCES INC | GILD | 51,416 | $5.7M | 0.13% |
| 90 | ARGENX SE | ARGX | 10,081 | $5.6M | 0.12% |
| 91 | IQVIA HLDGS INC | IQV | 33,352 | $5.3M | 0.12% |
| 92 | DANAHER CORPORATION | 235851102 | 25,891 | $5.1M | 0.11% |
| 93 | EXACT SCIENCES CORP | 30063P105 | 94,759 | $5.0M | 0.11% |
| 94 | QUEST DIAGNOSTICS INC | DGX | 27,752 | $5.0M | 0.11% |
| 95 | DEXCOM INC | DXCM | 53,461 | $4.7M | 0.10% |
| 96 | ASCENDIS PHARMA A/S | ASND | 26,755 | $4.6M | 0.10% |
| 97 | BAXTER INTL INC | 071813109 | 152,291 | $4.6M | 0.10% |
| 98 | OMADA HEALTH INC | OMDA | 250,000 | $4.6M | 0.10% |
| 99 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 191,706 | $4.5M | 0.10% |
| 100 | EDWARDS LIFESCIENCES CORP | EW | 55,065 | $4.3M | 0.09% |
| 101 | 10X GENOMICS INC | TXG | 326,751 | $3.8M | 0.08% |
| 102 | QUEST DIAGNOSTICS INC | DGX | 20,815 | $3.7M | 0.08% |
| 103 | ALNYLAM PHARMACEUTICALS INC | ALNY | 10,867 | $3.5M | 0.08% |
| 104 | CARDINAL HEALTH INC | CAH | 20,012 | $3.4M | 0.07% |
| 105 | LEGEND BIOTECH CORP | LEGN | 85,438 | $3.0M | 0.07% |
| 106 | REGENERON PHARMACEUTICALS | REGN | 5,306 | $2.8M | 0.06% |
| 107 | BIONTECH SE | BNTX | 25,663 | $2.7M | 0.06% |
| 108 | ASTRAZENECA PLC | AZN | 38,400 | $2.7M | 0.06% |
| 109 | ILLUMINA INC | ILMN | 27,624 | $2.6M | 0.06% |
| 110 | INSPIRE MED SYS INC | 457730109 | 20,000 | $2.6M | 0.06% |
| 111 | CENCORA INC | COR | 7,970 | $2.4M | 0.05% |
| 112 | MERCK & CO INC | MRK | 28,239 | $2.2M | 0.05% |
| 113 | KESTRA MED TECHNOLOGIES LTD | BEKE | 133,761 | $2.2M | 0.05% |
| 114 | CVS HEALTH CORP | CVS | 30,096 | $2.1M | 0.05% |
| 115 | SPDR S&P 500 ETF TR | SPY | 3,100 | $1.9M | 0.04% |
| 116 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 37,177 | $1.7M | 0.04% |
| 117 | PFIZER INC | PFE | 70,915 | $1.7M | 0.04% |
| 118 | INSMED INC | INSM | 15,961 | $1.6M | 0.04% |
| 119 | VERONA PHARMA PLC | 925050106 | 15,927 | $1.5M | 0.03% |
| 120 | DOXIMITY INC | DOCS | 23,816 | $1.5M | 0.03% |
| 121 | VANECK ETF TRUST | 92189F106 | 26,200 | $1.4M | 0.03% |
| 122 | RHYTHM PHARMACEUTICALS INC | RYTM | 20,906 | $1.3M | 0.03% |
| 123 | PROTAGONIST THERAPEUTICS INC | PTGX | 19,472 | $1.1M | 0.02% |
| 124 | BIONTECH SE | BNTX | 9,376 | $998,263 | 0.02% |
| 125 | BETA BIONICS INC | BBNX | 66,825 | $972,972 | 0.02% |
| 126 | CERTARA INC | CERT | 81,740 | $956,358 | 0.02% |
| 127 | SUMMIT THERAPEUTICS INC | SMMT | 41,738 | $888,185 | 0.02% |
| 128 | SCHOLAR ROCK HLDG CORP | SRRK | 15,588 | $552,127 | 0.01% |
| 129 | ARGENX SE | ARGX | 958 | $528,069 | 0.01% |
| 130 | ISHARES TR | 464287655 | 2,300 | $496,317 | 0.01% |
| 131 | BRIDGEBIO PHARMA INC | BBIO | 10,400 | $449,072 | 0.01% |
| 132 | NOVO-NORDISK A S | NONOF | 6,500 | $448,630 | 0.01% |
| 133 | MERUS N V | N5749R100 | 7,765 | $408,439 | 0.01% |
| 134 | EXELIXIS INC | EXEL | 8,500 | $374,638 | 0.01% |
| 135 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 20,555 | $372,251 | 0.01% |
| 136 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 24,008 | $336,592 | 0.01% |
| 137 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,100 | $332,904 | 0.01% |
| 138 | ASCENDIS PHARMA A/S | ASND | 1,900 | $327,940 | 0.01% |
| 139 | ADMA BIOLOGICS INC | ADMA | 16,900 | $307,749 | 0.01% |
| 140 | INCYTE CORP | INCY | 4,478 | $304,952 | 0.01% |
| 141 | PLANET FITNESS INC | PLNT | 2,700 | $294,435 | 0.01% |
| 142 | UNIQURE NV | QURE | 19,610 | $273,363 | 0.01% |
| 143 | TRAVERE THERAPEUTICS INC | TVTX | 18,303 | $270,884 | 0.01% |
| 144 | CARIS LIFE SCIENCES INC | CAI | 10,000 | $267,200 | 0.01% |
| 145 | ALPHABET INC | GOOG | 1,450 | $255,534 | 0.01% |
| 146 | AMAZON COM INC | AMZN | 1,150 | $252,299 | 0.01% |
| 147 | MODERNA INC | MRNA | 8,668 | $239,150 | 0.01% |
| 148 | METSERA INC | 59267L107 | 7,800 | $221,910 | 0.00% |
| 149 | MINERALYS THERAPEUTICS INC | MLYS | 15,556 | $210,473 | 0.00% |
| 150 | AKERO THERAPEUTICS INC | 00973Y108 | 3,800 | $202,768 | 0.00% |
| 151 | BELLRING BRANDS INC | BRBR | 3,500 | $202,755 | 0.00% |
| 152 | ARCELLX INC | ACLX | 3,000 | $197,550 | 0.00% |
| 153 | OCULIS HOLDING AG | OCSAW | 9,700 | $188,277 | 0.00% |
| 154 | PTC THERAPEUTICS INC | PTCT | 3,800 | $185,592 | 0.00% |
| 155 | GARMIN LTD | GRMN | 850 | $177,412 | 0.00% |
| 156 | KRYSTAL BIOTECH INC | KRYS | 1,250 | $171,825 | 0.00% |
| 157 | BAIDU INC | BAIDF | 2,000 | $171,520 | 0.00% |
| 158 | AXSOME THERAPEUTICS INC | AXSM | 1,600 | $167,024 | 0.00% |
| 159 | ORACLE CORP | ORCL-PD | 654 | $142,984 | 0.00% |
| 160 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 3,000 | $141,600 | 0.00% |
| 161 | IONIS PHARMACEUTICALS INC | IONS | 3,198 | $126,353 | 0.00% |
| 162 | CYTOKINETICS INC | CYTK | 3,741 | $123,603 | 0.00% |
| 163 | NVIDIA CORPORATION | NVDA | 751 | $118,650 | 0.00% |
| 164 | ZOETIS INC | ZTS | 657 | $102,459 | 0.00% |
| 165 | MICROSOFT CORP | MSFT | 203 | $100,974 | 0.00% |
| 166 | AGILENT TECHNOLOGIES INC | A | 806 | $95,116 | 0.00% |
| 167 | STRUCTURE THERAPEUTICS INC | GPCR | 3,450 | $71,553 | 0.00% |
| 168 | QUALCOMM INC | QCOM | 447 | $71,189 | 0.00% |
| 169 | LABCORP HOLDINGS INC | LH | 216 | $56,702 | 0.00% |
| 170 | IQVIA HLDGS INC | IQV | 348 | $54,841 | 0.00% |
| 171 | BIOGEN INC | BIIB | 402 | $50,487 | 0.00% |
| 172 | METTLER TOLEDO INTERNATIONAL | MTD | 42 | $49,338 | 0.00% |
| 173 | RECURSION PHARMACEUTICALS IN | RXRX | 5,514 | $27,901 | 0.00% |
| 174 | TEMPUS AI INC | TEM | 237 | $15,059 | 0.00% |
| 175 | RELAY THERAPEUTICS INC | RLAY | 2,292 | $7,930 | 0.00% |