Institutional Manager · CIK 0001674546
Bellevue Group AG
Kuesnacht, V8 · File #028-17462
Latest AUM
$5.28B
Positions
213
Top-10 Concentration
53.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025213 pos · $5.28B
- 13F HOLDINGS REPORTQ/E Sep 2025186 pos · $4.81B
- 13F HOLDINGS REPORTQ/E Jun 2025175 pos · $4.54B
- 13F HOLDINGS REPORTQ/E Mar 2025177 pos · $4.46B
- 13F HOLDINGS REPORTQ/E Dec 2024193 pos · $5.20B
- 13F HOLDINGS REPORTQ/E Sep 2024196 pos · $6.17B
- 13F HOLDINGS REPORTQ/E Jun 2024204 pos · $6.15B
- 13F HOLDINGS REPORTQ/E Mar 2024208 pos · $6.56B
- 13F HOLDINGS REPORTQ/E Dec 2023196 pos · $6.21B
- 13F HOLDINGS REPORTQ/E Sep 2023198 pos · $7.01B
- 13F HOLDINGS REPORTQ/E Jun 2023202 pos · $6.89B
- 13F HOLDINGS REPORTQ/E Mar 2023215 pos · $7.53B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 5,000,000 | $398.3M | 8.23% |
| 2 | ARGENX SE | ARGX | 459,000 | $386.0M | 7.98% |
| 3 | IONIS PHARMACEUTICALS INC | IONS | 4,774,223 | $377.7M | 7.81% |
| 4 | VERTEX PHARMACEUTICALS INC | VRTX | 667,375 | $302.6M | 6.25% |
| 5 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,696,683 | $240.6M | 4.97% |
| 6 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,630,969 | $189.8M | 3.92% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 318,712 | $180.5M | 3.73% |
| 8 | SCHOLAR ROCK HLDG CORP | SRRK | 4,050,000 | $178.4M | 3.69% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 438,679 | $174.4M | 3.61% |
| 10 | ABBOTT LABS | ABLZF | 1,284,159 | $160.9M | 3.33% |
| 11 | AMICUS THERAPEUTICS INC | FOLD | 10,735,195 | $152.9M | 3.16% |
| 12 | BOSTON SCIENTIFIC CORP | BSX | 1,559,606 | $148.7M | 3.07% |
| 13 | VIRIDIAN THERAPEUTICS INC | VRDN | 4,355,726 | $135.6M | 2.80% |
| 14 | STRYKER CORPORATION | SYK | 351,780 | $123.6M | 2.56% |
| 15 | NUVALENT INC | NUVL | 1,037,468 | $104.4M | 2.16% |
| 16 | KRYSTAL BIOTECH INC | KRYS | 408,920 | $100.8M | 2.08% |
| 17 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,617,669 | $98.3M | 2.03% |
| 18 | IMMUNOCORE HLDGS PLC | IMCR | 2,796,803 | $97.1M | 2.01% |
| 19 | EDWARDS LIFESCIENCES CORP | EW | 1,010,806 | $86.2M | 1.78% |
| 20 | VERA THERAPEUTICS INC | VERA | 1,693,447 | $85.8M | 1.77% |