13F HOLDINGS REPORT
Bellevue Group AG
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-016360
Total Value
$5.28B
Positions
213
Other Managers
3
Confidential Omitted
No
Holdings (213)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 5,000,000 | $398.3M | 7.55% |
| 2 | ARGENX SE | ARGX | 459,000 | $386.0M | 7.31% |
| 3 | IONIS PHARMACEUTICALS INC | IONS | 4,774,223 | $377.7M | 7.16% |
| 4 | VERTEX PHARMACEUTICALS INC | VRTX | 667,375 | $302.6M | 5.73% |
| 5 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,696,683 | $240.6M | 4.56% |
| 6 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,630,969 | $189.8M | 3.60% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 318,712 | $180.5M | 3.42% |
| 8 | SCHOLAR ROCK HLDG CORP | SRRK | 4,050,000 | $178.4M | 3.38% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 438,679 | $174.4M | 3.31% |
| 10 | ABBOTT LABS | ABLZF | 1,284,159 | $160.9M | 3.05% |
| 11 | AMICUS THERAPEUTICS INC | FOLD | 10,735,195 | $152.9M | 2.90% |
| 12 | BOSTON SCIENTIFIC CORP | BSX | 1,559,606 | $148.7M | 2.82% |
| 13 | VIRIDIAN THERAPEUTICS INC | VRDN | 4,355,726 | $135.6M | 2.57% |
| 14 | STRYKER CORPORATION | SYK | 351,780 | $123.6M | 2.34% |
| 15 | NUVALENT INC | NUVL | 1,037,468 | $104.4M | 1.98% |
| 16 | KRYSTAL BIOTECH INC | KRYS | 408,920 | $100.8M | 1.91% |
| 17 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,617,669 | $98.3M | 1.86% |
| 18 | IMMUNOCORE HLDGS PLC | IMCR | 2,796,803 | $97.1M | 1.84% |
| 19 | EDWARDS LIFESCIENCES CORP | EW | 1,010,806 | $86.2M | 1.63% |
| 20 | VERA THERAPEUTICS INC | VERA | 1,693,447 | $85.8M | 1.63% |
| 21 | MEDTRONIC PLC | MDT | 766,592 | $73.6M | 1.40% |
| 22 | RELAY THERAPEUTICS INC | RLAY | 8,343,318 | $70.6M | 1.34% |
| 23 | IDEXX LABS INC | 45168D104 | 94,539 | $64.0M | 1.21% |
| 24 | DEXCOM INC | DXCM | 847,405 | $56.2M | 1.07% |
| 25 | BECTON DICKINSON & CO | BDX | 265,662 | $51.6M | 0.98% |
| 26 | JADE BIOSCIENCES INC | JBIO | 3,341,103 | $51.6M | 0.98% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 153,190 | $50.6M | 0.96% |
| 28 | INSULET CORP | PODD | 167,984 | $47.7M | 0.90% |
| 29 | PENUMBRA INC | PEN | 135,395 | $42.1M | 0.80% |
| 30 | DANAHER CORPORATION | 235851102 | 172,960 | $39.6M | 0.75% |
| 31 | RESMED INC | RSMDF | 161,214 | $38.8M | 0.74% |
| 32 | EDGEWISE THERAPEUTICS INC | EWTX | 1,528,518 | $37.9M | 0.72% |
| 33 | MAZE THERAPEUTICS INC | MAZE | 887,708 | $36.8M | 0.70% |
| 34 | ELI LILLY & CO | LLY | 34,003 | $36.5M | 0.69% |
| 35 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 424,514 | $34.8M | 0.66% |
| 36 | TANGO THERAPEUTICS INC | TNGX | 3,927,670 | $34.8M | 0.66% |
| 37 | THERMO FISHER SCIENTIFIC INC | TMO | 53,859 | $31.2M | 0.59% |
| 38 | GLAUKOS CORP | GKOS | 261,935 | $29.6M | 0.56% |
| 39 | THE CIGNA GROUP | 125523100 | 103,448 | $28.5M | 0.54% |
| 40 | JOHNSON & JOHNSON | JNJ | 126,800 | $26.2M | 0.50% |
| 41 | ANNEXON INC | ANNX | 5,157,290 | $25.9M | 0.49% |
| 42 | STERIS PLC | STE | 101,705 | $25.8M | 0.49% |
| 43 | WAVE LIFE SCIENCES LTD | WVE | 1,485,257 | $25.2M | 0.48% |
| 44 | ABBVIE INC | ABBV | 106,401 | $24.3M | 0.46% |
| 45 | COOPER COS INC | 216648501 | 291,959 | $23.9M | 0.45% |
| 46 | GLOBUS MED INC | GMED | 262,683 | $22.9M | 0.43% |
| 47 | ALIGN TECHNOLOGY INC | ALGN | 141,474 | $22.1M | 0.42% |
| 48 | ZIMMER BIOMET HOLDINGS INC | ZBH | 238,680 | $21.5M | 0.41% |
| 49 | ELEVANCE HEALTH INC FORMERLY | ELV | 61,091 | $21.4M | 0.41% |
| 50 | HCA HEALTHCARE INC | HCA | 43,906 | $20.5M | 0.39% |
| 51 | MCKESSON CORP | MCK | 23,330 | $19.1M | 0.36% |
| 52 | VEEVA SYS INC | VEEV | 80,529 | $18.0M | 0.34% |
| 53 | HUMANA INC | HUM | 63,825 | $16.3M | 0.31% |
| 54 | PROCEPT BIOROBOTICS CORP | PRCT | 515,430 | $16.2M | 0.31% |
| 55 | MASIMO CORP | MASI | 97,285 | $12.7M | 0.24% |
| 56 | TRANSMEDICS GROUP INC | TMDX | 97,885 | $11.9M | 0.23% |
| 57 | CENTENE CORP DEL | CNC | 273,674 | $11.3M | 0.21% |
| 58 | PRIVIA HEALTH GROUP INC | PRVA | 448,163 | $10.6M | 0.20% |
| 59 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 327,863 | $10.2M | 0.19% |
| 60 | STRUCTURE THERAPEUTICS INC | GPCR | 139,884 | $9.7M | 0.18% |
| 61 | MERCK & CO INC | MRK | 92,117 | $9.7M | 0.18% |
| 62 | INSPIRE MED SYS INC | 457730109 | 100,761 | $9.3M | 0.18% |
| 63 | REGENERON PHARMACEUTICALS | REGN | 11,558 | $8.9M | 0.17% |
| 64 | CVS HEALTH CORP | CVS | 109,058 | $8.7M | 0.16% |
| 65 | NATERA INC | NTRA | 37,296 | $8.5M | 0.16% |
| 66 | CAREDX INC | CDNA | 431,070 | $8.1M | 0.15% |
| 67 | MOLINA HEALTHCARE INC | MOH | 46,626 | $8.1M | 0.15% |
| 68 | TENET HEALTHCARE CORP | THC | 40,239 | $8.0M | 0.15% |
| 69 | WAYSTAR HLDG CORP | WAY | 241,734 | $7.9M | 0.15% |
| 70 | UNITEDHEALTH GROUP INC | UNH | 21,979 | $7.3M | 0.14% |
| 71 | ABBVIE INC | ABBV | 28,458 | $6.5M | 0.12% |
| 72 | THERMO FISHER SCIENTIFIC INC | TMO | 11,218 | $6.5M | 0.12% |
| 73 | GILEAD SCIENCES INC | GILD | 52,752 | $6.5M | 0.12% |
| 74 | VERTEX PHARMACEUTICALS INC | VRTX | 13,745 | $6.2M | 0.12% |
| 75 | AMGEN INC | AMGN | 18,489 | $6.1M | 0.11% |
| 76 | IQVIA HLDGS INC | IQV | 26,724 | $6.0M | 0.11% |
| 77 | INSULET CORP | PODD | 18,715 | $5.3M | 0.10% |
| 78 | 10X GENOMICS INC | TXG | 322,060 | $5.3M | 0.10% |
| 79 | DANAHER CORPORATION | 235851102 | 21,673 | $5.0M | 0.09% |
| 80 | MEDLINE INC | MDLN | 117,720 | $4.9M | 0.09% |
| 81 | AXSOME THERAPEUTICS INC | AXSM | 24,736 | $4.5M | 0.09% |
| 82 | ICON PLC | ICLR | 24,560 | $4.5M | 0.08% |
| 83 | NATERA INC | NTRA | 18,740 | $4.3M | 0.08% |
| 84 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 254,778 | $4.1M | 0.08% |
| 85 | ABBOTT LABS | ABLZF | 32,756 | $4.1M | 0.08% |
| 86 | ASCENDIS PHARMA A/S | ASND | 17,508 | $3.7M | 0.07% |
| 87 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 67,082 | $3.6M | 0.07% |
| 88 | BIOMARIN PHARMACEUTICAL INC | BMRN | 60,036 | $3.6M | 0.07% |
| 89 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 92,095 | $3.4M | 0.07% |
| 90 | IQVIA HLDGS INC | IQV | 14,543 | $3.3M | 0.06% |
| 91 | NEOGENOMICS INC | NEO | 278,286 | $3.3M | 0.06% |
| 92 | AVANTOR INC | AVTR | 276,266 | $3.2M | 0.06% |
| 93 | PHREESIA INC | PHR | 183,213 | $3.1M | 0.06% |
| 94 | STRYKER CORPORATION | SYK | 8,797 | $3.1M | 0.06% |
| 95 | KESTRA MED TECHNOLOGIES LTD | BEKE | 115,755 | $3.1M | 0.06% |
| 96 | BEAM THERAPEUTICS INC | BEAM | 108,668 | $3.0M | 0.06% |
| 97 | ILLUMINA INC | ILMN | 22,940 | $3.0M | 0.06% |
| 98 | ELEVANCE HEALTH INC FORMERLY | ELV | 8,554 | $3.0M | 0.06% |
| 99 | ALNYLAM PHARMACEUTICALS INC | ALNY | 7,224 | $2.9M | 0.05% |
| 100 | BIONTECH SE | BNTX | 30,007 | $2.9M | 0.05% |
| 101 | OMADA HEALTH INC | OMDA | 177,897 | $2.8M | 0.05% |
| 102 | ASTRAZENECA PLC | AZN | 30,431 | $2.8M | 0.05% |
| 103 | EDWARDS LIFESCIENCES CORP | EW | 32,290 | $2.8M | 0.05% |
| 104 | INSMED INC | INSM | 13,915 | $2.4M | 0.05% |
| 105 | VIKING THERAPEUTICS INC | VKTX | 68,665 | $2.4M | 0.05% |
| 106 | HUMANA INC | HUM | 9,256 | $2.4M | 0.04% |
| 107 | ROIVANT SCIENCES LTD | ROIV | 108,039 | $2.3M | 0.04% |
| 108 | IONIS PHARMACEUTICALS INC | IONS | 27,976 | $2.2M | 0.04% |
| 109 | BETA BIONICS INC | BBNX | 72,285 | $2.2M | 0.04% |
| 110 | SPDR S&P 500 ETF TR | SPY | 3,100 | $2.1M | 0.04% |
| 111 | ENCOMPASS HEALTH CORP | EHC | 19,089 | $2.0M | 0.04% |
| 112 | UNITED THERAPEUTICS CORP DEL | UTHR | 3,895 | $1.9M | 0.04% |
| 113 | INTUITIVE SURGICAL INC | ISRG | 3,316 | $1.9M | 0.04% |
| 114 | BRIDGEBIO PHARMA INC | BBIO | 24,111 | $1.8M | 0.03% |
| 115 | REGENERON PHARMACEUTICALS | REGN | 2,370 | $1.8M | 0.03% |
| 116 | THE CIGNA GROUP | 125523100 | 6,565 | $1.8M | 0.03% |
| 117 | BROOKDALE SR LIVING INC | 112463104 | 167,444 | $1.8M | 0.03% |
| 118 | SI-BONE INC | SIBN | 90,331 | $1.8M | 0.03% |
| 119 | ARGENX SE | ARGX | 2,015 | $1.7M | 0.03% |
| 120 | MADRIGAL PHARMACEUTICALS INC | MDGL | 2,884 | $1.7M | 0.03% |
| 121 | EXACT SCIENCES CORP | 30063P105 | 16,062 | $1.6M | 0.03% |
| 122 | CARDINAL HEALTH INC | CAH | 7,669 | $1.6M | 0.03% |
| 123 | ASCENDIS PHARMA A/S | ASND | 6,822 | $1.5M | 0.03% |
| 124 | MCKESSON CORP | MCK | 1,768 | $1.5M | 0.03% |
| 125 | PROTAGONIST THERAPEUTICS INC | PTGX | 16,543 | $1.4M | 0.03% |
| 126 | PFIZER INC | PFE | 56,847 | $1.4M | 0.03% |
| 127 | LEGEND BIOTECH CORP | LEGN | 63,971 | $1.4M | 0.03% |
| 128 | LABCORP HOLDINGS INC | LH | 5,476 | $1.4M | 0.03% |
| 129 | VANECK ETF TRUST | 92189F106 | 15,500 | $1.3M | 0.03% |
| 130 | BIONTECH SE | BNTX | 13,748 | $1.3M | 0.02% |
| 131 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 36,336 | $1.3M | 0.02% |
| 132 | QUEST DIAGNOSTICS INC | DGX | 7,280 | $1.3M | 0.02% |
| 133 | COMPASS PATHWAYS PLC | CMPS | 142,243 | $981,477 | 0.02% |
| 134 | NEUROCRINE BIOSCIENCES INC | NBIX | 6,621 | $939,056 | 0.02% |
| 135 | APPLE INC | AAPL | 3,320 | $902,575 | 0.02% |
| 136 | CERTARA INC | CERT | 99,442 | $876,084 | 0.02% |
| 137 | BILLIONTOONE INC | BLLN | 10,589 | $866,604 | 0.02% |
| 138 | AMAZON COM INC | AMZN | 3,541 | $817,334 | 0.02% |
| 139 | RHYTHM PHARMACEUTICALS INC | RYTM | 7,504 | $803,228 | 0.02% |
| 140 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 11,550 | $766,805 | 0.01% |
| 141 | NVIDIA CORPORATION | NVDA | 3,933 | $733,505 | 0.01% |
| 142 | MINERALYS THERAPEUTICS INC | MLYS | 19,826 | $719,486 | 0.01% |
| 143 | ARGENX SE | ARGX | 839 | $705,557 | 0.01% |
| 144 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 43,312 | $703,387 | 0.01% |
| 145 | ALIBABA GROUP HLDG LTD | BBAAY | 4,700 | $688,926 | 0.01% |
| 146 | ALPHABET INC | GOOG | 2,066 | $646,658 | 0.01% |
| 147 | ARISTA NETWORKS INC | ANET | 4,800 | $628,944 | 0.01% |
| 148 | MASTERCARD INCORPORATED | MA | 1,100 | $627,968 | 0.01% |
| 149 | BIOGEN INC | BIIB | 3,565 | $627,404 | 0.01% |
| 150 | MICROSOFT CORP | MSFT | 1,282 | $620,001 | 0.01% |
| 151 | CISCO SYS INC | CSCO | 8,000 | $616,240 | 0.01% |
| 152 | CYTOKINETICS INC | CYTK | 9,225 | $586,157 | 0.01% |
| 153 | BEONE MEDICINES LTD | BEIGF | 1,890 | $574,201 | 0.01% |
| 154 | ISHARES TR | 464287655 | 2,300 | $566,168 | 0.01% |
| 155 | PROCTER AND GAMBLE CO | 742718109 | 3,900 | $558,909 | 0.01% |
| 156 | META PLATFORMS INC | META | 800 | $528,072 | 0.01% |
| 157 | DOXIMITY INC | DOCS | 11,817 | $523,257 | 0.01% |
| 158 | AXSOME THERAPEUTICS INC | AXSM | 2,864 | $523,081 | 0.01% |
| 159 | PTC THERAPEUTICS INC | PTCT | 6,763 | $513,717 | 0.01% |
| 160 | ROYALTY PHARMA PLC | RPRX | 13,201 | $510,087 | 0.01% |
| 161 | VISA INC | V | 1,400 | $490,994 | 0.01% |
| 162 | BLACKROCK INC | BLK | 450 | $481,653 | 0.01% |
| 163 | INCYTE CORP | INCY | 4,773 | $471,429 | 0.01% |
| 164 | LULULEMON ATHLETICA INC | LULU | 2,240 | $465,494 | 0.01% |
| 165 | REVOLUTION MEDICINES INC | RVMDW | 5,719 | $455,518 | 0.01% |
| 166 | PALANTIR TECHNOLOGIES INC | PLTR | 2,500 | $444,375 | 0.01% |
| 167 | ADOBE INC | ADBE | 1,200 | $419,988 | 0.01% |
| 168 | ACCENTURE PLC IRELAND | ACN | 1,500 | $402,450 | 0.01% |
| 169 | STRUCTURE THERAPEUTICS INC | GPCR | 5,283 | $367,433 | 0.01% |
| 170 | CORCEPT THERAPEUTICS INC | CORT | 10,495 | $365,226 | 0.01% |
| 171 | GARMIN LTD | GRMN | 1,726 | $350,119 | 0.01% |
| 172 | KRYSTAL BIOTECH INC | KRYS | 1,403 | $345,896 | 0.01% |
| 173 | PLANET FITNESS INC | PLNT | 3,173 | $344,175 | 0.01% |
| 174 | EXELIXIS INC | EXEL | 7,361 | $322,633 | 0.01% |
| 175 | JD.COM INC | JDCMF | 11,000 | $315,700 | 0.01% |
| 176 | GUARDANT HEALTH INC | GH | 3,004 | $306,829 | 0.01% |
| 177 | BIOMARIN PHARMACEUTICAL INC | BMRN | 4,972 | $295,486 | 0.01% |
| 178 | SCHOLAR ROCK HLDG CORP | SRRK | 6,592 | $290,378 | 0.01% |
| 179 | SANOFI SA | SNYNF | 5,851 | $283,539 | 0.01% |
| 180 | TEMPUS AI INC | TEM | 4,776 | $282,023 | 0.01% |
| 181 | SUMMIT THERAPEUTICS INC | SMMT | 14,262 | $249,442 | 0.00% |
| 182 | VERA THERAPEUTICS INC | VERA | 4,705 | $238,261 | 0.00% |
| 183 | MODERNA INC | MRNA | 7,711 | $227,397 | 0.00% |
| 184 | CRINETICS PHARMACEUTICALS IN | CRNX | 4,040 | $188,062 | 0.00% |
| 185 | ALKERMES PLC | ALKS | 6,594 | $184,500 | 0.00% |
| 186 | CENCORA INC | COR | 521 | $175,968 | 0.00% |
| 187 | CARIS LIFE SCIENCES INC | CAI | 6,418 | $173,158 | 0.00% |
| 188 | IDEAYA BIOSCIENCES INC | IDYA | 4,942 | $170,845 | 0.00% |
| 189 | TRAVERE THERAPEUTICS INC | TVTX | 3,827 | $146,230 | 0.00% |
| 190 | CG ONCOLOGY INC | CGON | 3,095 | $128,504 | 0.00% |
| 191 | DENALI THERAPEUTICS INC | DNLI | 7,138 | $117,848 | 0.00% |
| 192 | UNIQURE NV | QURE | 4,763 | $113,979 | 0.00% |
| 193 | APELLIS PHARMACEUTICALS INC | APLS | 4,210 | $105,755 | 0.00% |
| 194 | AMNEAL PHARMACEUTICALS INC | AMRX | 7,913 | $99,704 | 0.00% |
| 195 | CRISPR THERAPEUTICS AG | CRSP | 1,880 | $98,587 | 0.00% |
| 196 | OLEMA PHARMACEUTICALS INC | OLMA | 3,902 | $97,550 | 0.00% |
| 197 | TREVI THERAPEUTICS INC | TRVI | 7,603 | $95,190 | 0.00% |
| 198 | GENMAB A/S | GNMSF | 3,009 | $92,677 | 0.00% |
| 199 | ZOETIS INC | ZTS | 729 | $91,723 | 0.00% |
| 200 | WAVE LIFE SCIENCES LTD | WVE | 5,261 | $89,437 | 0.00% |
| 201 | VIRIDIAN THERAPEUTICS INC | VRDN | 2,801 | $87,167 | 0.00% |
| 202 | TYRA BIOSCIENCES INC | TYRA | 3,143 | $82,629 | 0.00% |
| 203 | ORIC PHARMACEUTICALS INC | ORIC | 9,706 | $79,395 | 0.00% |
| 204 | BEAM THERAPEUTICS INC | BEAM | 2,842 | $78,780 | 0.00% |
| 205 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,580 | $59,340 | 0.00% |
| 206 | METTLER TOLEDO INTERNATIONAL | MTD | 38 | $52,979 | 0.00% |
| 207 | LABCORP HOLDINGS INC | LH | 193 | $48,420 | 0.00% |
| 208 | AGILENT TECHNOLOGIES INC | A | 350 | $47,625 | 0.00% |
| 209 | ORACLE CORP | ORCL-PD | 203 | $39,567 | 0.00% |
| 210 | QUALCOMM INC | QCOM | 209 | $35,749 | 0.00% |
| 211 | INTELLIA THERAPEUTICS INC | NTLA | 2,978 | $26,772 | 0.00% |
| 212 | RECURSION PHARMACEUTICALS IN | RXRX | 4,921 | $20,127 | 0.00% |
| 213 | RELAY THERAPEUTICS INC | RLAY | 2,046 | $17,309 | 0.00% |