Bellevue Group AG

CIK 0001674546 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: Bellevue Group AG, Head Legal & Compliance / CFO
Address: THEATERSTRASSE 12, ZURICH, V8, CH-8001
Phone: 41-44-267-72-51
AUM: $5.28B

AUM over time

$4.75B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $5.28B3 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$5.3M	0.1%Prev: 0.1%	322,060 SH	Increased+8,224 SH
ABBOTT LABS	COM	$165.0M	3.1%Prev: 4.1%	1,316,915 SH	Decreased-161,648 SH
ABBVIE INC	COM	$30.8M	0.6%Prev: 0.8%	134,859 SH	Decreased-36,011 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$402K	0.0%	1,500 SH	New
ADAPTIVE BIOTECHNOLOGIES COR	COM	$4.8M	0.1%Prev: 0.1%	298,090 SH	Increased+129,614 SH
ADOBE INC	COM	$420K	0.0%	1,200 SH	New
AGILENT TECHNOLOGIES INC	COM	$48K	0.0%Prev: 0.0%	350 SH	Decreased-456 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$689K	0.0%	4,700 SH	New
ALIGN TECHNOLOGY INC	COM	$22.1M	0.4%Prev: 0.4%	141,474 SH	Increased-3,202 SH
ALKERMES PLC	SHS	$185K	0.0%Prev: 0.0%	6,594 SH	Decreased
ALNYLAM PHARMACEUTICALS INC	COM	$177.3M	3.4%Prev: 4.2%	445,903 SH	Decreased-621 SH
ALPHABET INC	CAP STK CL A	$647K	0.0%Prev: 0.0%	2,066 SH	Increased+984 SH
AMAZON COM INC	COM	$817K	0.0%Prev: 0.0%	3,541 SH	Increased+1,729 SH
AMGEN INC	COM	$6.1M	0.1%Prev: 0.1%	18,489 SH	Increased+3,501 SH
AMICUS THERAPEUTICS INC	COM	$152.9M	2.9%	10,735,195 SH	New
AMNEAL PHARMACEUTICALS INC	COM STK CL A	$100K	0.0%Prev: 0.0%	7,913 SH	Increased
ANNEXON INC	COM	$25.9M	0.5%Prev: 0.3%	5,157,290 SH	Increased
APELLIS PHARMACEUTICALS INC	COM	$106K	0.0%	4,210 SH	New
APPLE INC	COM	$903K	0.0%Prev: 0.0%	3,320 SH	Increased+1,711 SH
ARGENX SE	SPONSORED ADR	$388.4M	7.4%Prev: 8.4%	461,854 SH	Decreased-84,474 SH
ARISTA NETWORKS INC	COM SHS	$629K	0.0%	4,800 SH	New
ARROWHEAD PHARMACEUTICALS IN	COM	$767K	0.0%	11,550 SH	New
ASCENDIS PHARMA A/S	SPONSORED ADR	$5.2M	0.1%Prev: 0.1%	24,330 SH	Increased-573 SH
ASTRAZENECA PLC	SPONSORED ADR	$2.8M	0.1%Prev: 0.1%	30,431 SH	Increased-5,213 SH
AVANTOR INC	COM	$3.2M	0.1%Prev: 0.0%	276,266 SH	Increased+172,904 SH
AVIDITY BIOSCIENCES INC	COM	$189.8M	3.6%Prev: 1.9%	2,630,969 SH	Increased+478,107 SH
AXSOME THERAPEUTICS INC	COM	$5.0M	0.1%Prev: 0.1%	27,600 SH	Decreased-24,735 SH
BEAM THERAPEUTICS INC	COM	$3.1M	0.1%Prev: 1.5%	111,510 SH	Decreased-2,777,778 SH
BECTON DICKINSON & CO	COM	$51.6M	1.0%Prev: 1.2%	265,662 SH	Decreased-31,232 SH
BEONE MEDICINES LTD	SPONSORED ADS	$574K	0.0%Prev: 0.2%	1,890 SH	Decreased-31,907 SH
BETA BIONICS INC	COM	$2.2M	0.0%Prev: 0.0%	72,285 SH	Increased+8,002 SH
BILLIONTOONE INC	CL A	$867K	0.0%	10,589 SH	New
BIOGEN INC	COM	$627K	0.0%Prev: 0.0%	3,565 SH	Increased-648 SH
BIOMARIN PHARMACEUTICAL INC	COM	$3.9M	0.1%Prev: 0.1%	65,008 SH	Decreased-36,025 SH
BIONTECH SE	SPONSORED ADS	$4.2M	0.1%Prev: 0.1%	43,755 SH	Increased+9,800 SH
BLACKROCK INC	COM	$482K	0.0%	450 SH	New
BOSTON SCIENTIFIC CORP	COM	$148.7M	2.8%Prev: 3.4%	1,559,606 SH	Decreased-100,243 SH
BRIDGEBIO PHARMA INC	COM	$1.8M	0.0%Prev: 0.0%	24,111 SH	Increased+3,755 SH
BRIGHTSPRING HEALTH SVCS INC	COM	$3.4M	0.1%Prev: 0.1%	92,095 SH	Decreased-98,429 SH
BRISTOL-MYERS SQUIBB CO	COM	$3.6M	0.1%Prev: 0.0%	67,082 SH	Increased+19,469 SH
BROOKDALE SR LIVING INC	COM	$1.8M	0.0%Prev: 0.0%	167,444 SH	Increased+62,779 SH
CARDINAL HEALTH INC	COM	$1.6M	0.0%Prev: 0.1%	7,669 SH	Decreased-8,599 SH
CAREDX INC	COM	$8.1M	0.2%Prev: 0.2%	431,070 SH	Decreased-141,886 SH
CARIS LIFE SCIENCES INC	COM	$173K	0.0%Prev: 0.0%	6,418 SH	Decreased-3,187 SH
CELLDEX THERAPEUTICS INC NEW	COM NEW	$98.3M	1.9%Prev: 1.9%	3,617,669 SH	Increased+60,000 SH
CENCORA INC	COM	$176K	0.0%Prev: 0.0%	521 SH	Decreased-4,329 SH
CENTENE CORP DEL	COM	$11.3M	0.2%Prev: 0.2%	273,674 SH	Increased-8,275 SH
CERTARA INC	COM	$876K	0.0%Prev: 0.0%	99,442 SH	Increased+39,995 SH
CG ONCOLOGY INC	COM	$129K	0.0%	3,095 SH	New
CISCO SYS INC	COM	$616K	0.0%	8,000 SH	New
COMPASS PATHWAYS PLC	SPONSORED ADS	$981K	0.0%	142,243 SH	New
COOPER COS INC	COM	$23.9M	0.5%Prev: 0.4%	291,959 SH	Increased-306 SH
CORCEPT THERAPEUTICS INC	COM	$365K	0.0%Prev: 0.0%	10,495 SH	Increased+9,268 SH
CRINETICS PHARMACEUTICALS IN	COM	$188K	0.0%	4,040 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$99K	0.0%	1,880 SH	New
CVS HEALTH CORP	COM	$8.7M	0.2%Prev: 0.1%	109,058 SH	Increased+57,859 SH
CYTOKINETICS INC	COM NEW	$586K	0.0%Prev: 0.0%	9,225 SH	Increased+7,125 SH
DANAHER CORPORATION	COM	$44.6M	0.8%Prev: 0.7%	194,633 SH	Increased+30,757 SH
DENALI THERAPEUTICS INC	COM	$118K	0.0%	7,138 SH	New
DEXCOM INC	COM	$56.2M	1.1%Prev: 1.1%	847,405 SH	Increased+61,287 SH
DOXIMITY INC	CL A	$523K	0.0%Prev: 0.0%	11,817 SH	Decreased+2,124 SH
EDGEWISE THERAPEUTICS INC	COM	$37.9M	0.7%Prev: 0.9%	1,528,518 SH	Decreased-1,247,479 SH
EDWARDS LIFESCIENCES CORP	COM	$88.9M	1.7%Prev: 1.4%	1,043,096 SH	Increased+146,463 SH
ELEVANCE HEALTH INC FORMERLY	COM	$24.4M	0.5%Prev: 0.7%	69,645 SH	Decreased-35,326 SH
ELI LILLY & CO	COM	$36.5M	0.7%Prev: 0.6%	34,003 SH	Increased-6,511 SH
ENCOMPASS HEALTH CORP	COM	$2.0M	0.0%Prev: 0.3%	19,089 SH	Decreased-103,869 SH
EXACT SCIENCES CORP	COM	$1.6M	0.0%Prev: 0.3%	16,062 SH	Decreased-236,639 SH
EXELIXIS INC	COM	$323K	0.0%Prev: 0.0%	7,361 SH	Increased
GARMIN LTD	SHS	$350K	0.0%Prev: 0.0%	1,726 SH	Decreased-305 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$34.8M	0.7%Prev: 0.7%	424,514 SH	Increased-38,549 SH
GENMAB A/S	SPONSORED ADS	$93K	0.0%Prev: 0.0%	3,009 SH	Increased
GILEAD SCIENCES INC	COM	$6.5M	0.1%Prev: 0.1%	52,752 SH	Increased+2,859 SH
GLAUKOS CORP	COM	$29.6M	0.6%Prev: 0.1%	261,935 SH	Increased+206,009 SH
GLOBUS MED INC	CL A	$22.9M	0.4%Prev: 0.4%	262,683 SH	Increased-64,184 SH
GUARDANT HEALTH INC	COM	$307K	0.0%Prev: 0.0%	3,004 SH	Increased+1,051 SH
HCA HEALTHCARE INC	COM	$20.5M	0.4%Prev: 0.6%	43,906 SH	Decreased-21,701 SH
HUMANA INC	COM	$18.7M	0.4%Prev: 0.4%	73,081 SH	Decreased-3,229 SH
ICON PLC	SHS	$4.5M	0.1%Prev: 0.1%	24,560 SH	Increased+313 SH
IDEAYA BIOSCIENCES INC	COM	$171K	0.0%	4,942 SH	New
IDEXX LABS INC	COM	$64.0M	1.2%Prev: 1.0%	94,539 SH	Increased+17,952 SH
ILLUMINA INC	COM	$3.0M	0.1%Prev: 0.0%	22,940 SH	Increased-857 SH
IMMUNOCORE HLDGS PLC	ADS	$97.1M	1.8%Prev: 2.1%	2,796,803 SH	Decreased
INCYTE CORP	COM	$471K	0.0%Prev: 2.5%	4,773 SH	Decreased-1,435,913 SH
INSMED INC	COM PAR $.01	$2.4M	0.0%Prev: 0.1%	13,915 SH	Decreased-6,336 SH
INSPIRE MED SYS INC	COM	$9.3M	0.2%Prev: 0.1%	100,761 SH	Increased+42,113 SH
INSULET CORP	COM	$53.1M	1.0%Prev: 1.4%	186,699 SH	Decreased-25,306 SH
INTELLIA THERAPEUTICS INC	COM	$27K	0.0%	2,978 SH	New
INTUITIVE SURGICAL INC	COM NEW	$182.4M	3.5%Prev: 3.2%	322,028 SH	Increased-26,598 SH
IONIS PHARMACEUTICALS INC	COM	$379.9M	7.2%Prev: 8.5%	4,802,199 SH	Decreased-1,442,252 SH
IQVIA HLDGS INC	COM	$9.3M	0.2%Prev: 0.2%	41,267 SH	Decreased-11,631 SH
ISHARES TR	RUSSELL 2000 ETF	$566K	0.0%Prev: 0.0%	2,300 SH	Increased
JADE BIOSCIENCES INC	COM NEW	$51.6M	1.0%	3,341,103 SH	New
JD.COM INC	SPON ADS CL A	$316K	0.0%	11,000 SH	New
JOHNSON & JOHNSON	COM	$26.2M	0.5%Prev: 0.3%	126,800 SH	Increased+51,993 SH
KESTRA MED TECHNOLOGIES LTD	SHS	$3.1M	0.1%Prev: 0.1%	115,755 SH	Increased-12,956 SH
KRYSTAL BIOTECH INC	COM	$101.2M	1.9%Prev: 0.0%	410,323 SH	Increased+409,011 SH
LABCORP HOLDINGS INC	COM SHS	$1.4M	0.0%Prev: 0.1%	5,669 SH	Decreased-9,396 SH
LEGEND BIOTECH CORP	SPONSORED ADS	$1.4M	0.0%Prev: 0.1%	63,971 SH	Decreased-21,005 SH
LULULEMON ATHLETICA INC	COM	$465K	0.0%	2,240 SH	New
MADRIGAL PHARMACEUTICALS INC	COM	$1.7M	0.0%Prev: 0.0%	2,884 SH	Increased+491 SH
MASIMO CORP	COM	$12.7M	0.2%Prev: 0.3%	97,285 SH	Decreased+317 SH
MASTERCARD INCORPORATED	CL A	$628K	0.0%	1,100 SH	New
MAZE THERAPEUTICS INC	COM	$36.8M	0.7%	887,708 SH	New
MCKESSON CORP	COM	$20.6M	0.4%Prev: 0.6%	25,098 SH	Decreased-12,859 SH
MEDLINE INC	COM CL A	$4.9M	0.1%	117,720 SH	New
MEDTRONIC PLC	SHS	$73.6M	1.4%Prev: 1.5%	766,592 SH	Increased+6,731 SH
MERCK & CO INC	COM	$9.7M	0.2%Prev: 0.1%	92,117 SH	Increased+57,378 SH
META PLATFORMS INC	CL A	$528K	0.0%Prev: 0.0%	800 SH	Increased+400 SH
METTLER TOLEDO INTERNATIONAL	COM	$53K	0.0%Prev: 0.0%	38 SH	Increased-4 SH
MICROSOFT CORP	COM	$620K	0.0%Prev: 0.0%	1,282 SH	Increased+1,079 SH
MINERALYS THERAPEUTICS INC	COM	$719K	0.0%Prev: 0.0%	19,826 SH	Decreased-6,779 SH
MODERNA INC	COM	$227K	0.0%Prev: 0.0%	7,711 SH	Decreased-1,630 SH
MOLINA HEALTHCARE INC	COM	$8.1M	0.2%Prev: 0.4%	46,626 SH	Decreased-44,359 SH
NATERA INC	COM	$12.8M	0.2%Prev: 0.3%	56,036 SH	Decreased-35,782 SH
NEOGENOMICS INC	COM NEW	$3.3M	0.1%Prev: 0.1%	278,286 SH	Increased-91,912 SH
NEUROCRINE BIOSCIENCES INC	COM	$241.6M	4.6%Prev: 5.1%	1,703,304 SH	Decreased-59,801 SH
NEWAMSTERDAM PHARMA COMPANY	ORDINARY SHARES	$1.3M	0.0%Prev: 0.0%	36,336 SH	Increased+21,725 SH
NUVALENT INC	COM	$104.4M	2.0%	1,037,468 SH	New
NVIDIA CORPORATION	COM	$734K	0.0%Prev: 0.0%	3,933 SH	Increased+3,231 SH
OLEMA PHARMACEUTICALS INC	COM	$98K	0.0%	3,902 SH	New
OMADA HEALTH INC	COM	$2.8M	0.1%Prev: 0.1%	177,897 SH	Decreased-73,894 SH
ORACLE CORP	COM	$40K	0.0%Prev: 0.0%	203 SH	Decreased-214 SH
ORIC PHARMACEUTICALS INC	COM	$79K	0.0%	9,706 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$444K	0.0%	2,500 SH	New
PENUMBRA INC	COM	$42.1M	0.8%Prev: 0.8%	135,395 SH	Increased-11,500 SH
PFIZER INC	COM	$1.4M	0.0%Prev: 0.0%	56,847 SH	Increased+45,020 SH
PHREESIA INC	COM	$3.1M	0.1%Prev: 0.2%	183,213 SH	Decreased-129,844 SH
PLANET FITNESS INC	CL A	$344K	0.0%Prev: 0.0%	3,173 SH	Decreased-1,128 SH
PRIVIA HEALTH GROUP INC	COM	$10.6M	0.2%Prev: 0.3%	448,163 SH	Decreased-218,014 SH
PROCEPT BIOROBOTICS CORP	COM	$16.2M	0.3%Prev: 0.3%	515,430 SH	Decreased+52,026 SH
PROCTER AND GAMBLE CO	COM	$559K	0.0%	3,900 SH	New
PROTAGONIST THERAPEUTICS INC	COM	$1.4M	0.0%Prev: 0.0%	16,543 SH	Increased-4,038 SH
PTC THERAPEUTICS INC	COM	$514K	0.0%Prev: 0.0%	6,763 SH	Increased+4,233 SH
QUALCOMM INC	COM	$36K	0.0%Prev: 0.0%	209 SH	Decreased-238 SH
QUEST DIAGNOSTICS INC	COM	$1.3M	0.0%Prev: 0.1%	7,280 SH	Decreased-25,735 SH
RECURSION PHARMACEUTICALS IN	CL A	$20K	0.0%Prev: 0.0%	4,921 SH	Decreased-593 SH
REGENERON PHARMACEUTICALS	COM	$10.8M	0.2%Prev: 0.2%	13,928 SH	Increased-1,129 SH
RELAY THERAPEUTICS INC	COM	$70.6M	1.3%Prev: 0.9%	8,345,364 SH	Increased-246 SH
RESMED INC	COM	$38.8M	0.7%Prev: 0.9%	161,214 SH	Decreased-3,620 SH
REVOLUTION MEDICINES INC	COM	$398.7M	7.6%Prev: 5.4%	5,005,719 SH	Increased-568,119 SH
RHYTHM PHARMACEUTICALS INC	COM	$803K	0.0%Prev: 0.0%	7,504 SH	Decreased-1,549 SH
ROIVANT SCIENCES LTD	SHS	$2.3M	0.0%	108,039 SH	New
ROYALTY PHARMA PLC	SHS CLASS A	$510K	0.0%Prev: 0.0%	13,201 SH	Increased+240 SH
SANOFI SA	SPONSORED ADR	$284K	0.0%Prev: 0.0%	5,851 SH	Decreased-3,009 SH
SCHOLAR ROCK HLDG CORP	COM	$178.7M	3.4%Prev: 2.5%	4,056,592 SH	Increased+812,055 SH
SI-BONE INC	COM	$1.8M	0.0%Prev: 0.1%	90,331 SH	Decreased-208,526 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.1M	0.0%Prev: 0.0%	3,100 SH	Increased
STERIS PLC	SHS USD	$25.8M	0.5%Prev: 0.6%	101,705 SH	Decreased-16,407 SH
STRUCTURE THERAPEUTICS INC	SPONSORED ADS	$10.1M	0.2%Prev: 0.2%	145,167 SH	Increased-170,690 SH
STRYKER CORPORATION	COM	$126.7M	2.4%Prev: 3.5%	360,577 SH	Decreased-90,519 SH
SUMMIT THERAPEUTICS INC	COM	$249K	0.0%Prev: 0.0%	14,262 SH	Decreased-4,720 SH
TANGO THERAPEUTICS INC	COM	$34.8M	0.7%	3,927,670 SH	New
TEMPUS AI INC	CL A	$282K	0.0%Prev: 0.0%	4,776 SH	Decreased-237 SH
TENET HEALTHCARE CORP	COM NEW	$8.0M	0.2%Prev: 0.2%	40,239 SH	Decreased-133 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$10.2M	0.2%Prev: 0.2%	327,863 SH	Increased-96,193 SH
THE CIGNA GROUP	COM	$30.3M	0.6%Prev: 0.7%	110,013 SH	Decreased-12,473 SH
THERMO FISHER SCIENTIFIC INC	COM	$37.7M	0.7%Prev: 1.1%	65,077 SH	Decreased-41,108 SH
TRANSMEDICS GROUP INC	COM	$11.9M	0.2%Prev: 0.3%	97,885 SH	Decreased-19,083 SH
TRAVERE THERAPEUTICS INC	COM	$146K	0.0%	3,827 SH	New
TREVI THERAPEUTICS INC	COM	$95K	0.0%	7,603 SH	New
TYRA BIOSCIENCES INC	COM	$83K	0.0%	3,143 SH	New
ULTRAGENYX PHARMACEUTICAL IN	COM	$59K	0.0%	2,580 SH	New
UNIQURE NV	SHS	$114K	0.0%Prev: 0.0%	4,763 SH	Decreased
UNITED THERAPEUTICS CORP DEL	COM	$1.9M	0.0%Prev: 0.0%	3,895 SH	Increased+1,255 SH
UNITEDHEALTH GROUP INC	COM	$57.8M	1.1%Prev: 1.2%	175,169 SH	Decreased+5,112 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	0.0%Prev: 0.0%	15,500 SH	Decreased-3,000 SH
VEEVA SYS INC	CL A COM	$18.0M	0.3%Prev: 0.6%	80,529 SH	Decreased-16,977 SH
VERA THERAPEUTICS INC	CL A	$86.0M	1.6%	1,698,152 SH	New
VERTEX PHARMACEUTICALS INC	COM	$308.8M	5.9%Prev: 4.1%	681,120 SH	Increased+175,315 SH
VIKING THERAPEUTICS INC	COM	$2.4M	0.0%Prev: 0.0%	68,665 SH	Increased-7,417 SH
VIRIDIAN THERAPEUTICS INC	COM	$135.6M	2.6%	4,358,527 SH	New
VISA INC	COM CL A	$491K	0.0%	1,400 SH	New
WAVE LIFE SCIENCES LTD	SHS	$25.3M	0.5%Prev: 0.6%	1,490,518 SH	Decreased-2,603,940 SH
WAYSTAR HLDG CORP	COM	$7.9M	0.2%Prev: 0.1%	241,734 SH	Increased+111,821 SH
ZIMMER BIOMET HOLDINGS INC	COM	$21.5M	0.4%Prev: 0.5%	238,680 SH	Decreased-6,522 SH
ZOETIS INC	CL A	$92K	0.0%Prev: 0.0%	729 SH	Decreased-143 SH

Sold (vs prior filing)

AGIOS PHARMACEUTICALS INC — $149.1M
AKERO THERAPEUTICS INC — $113.4M
BAIDU INC — $264K
BAXTER INTL INC — $1.6M
BIOHAVEN LTD — $42.1M
HOLOGIC INC — $16.7M
MACROGENICS INC — $16.7M
MERUS N V — $78K
MOONLAKE IMMUNOTHERAPEUTICS — $251K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001104659-26-016360	$5.28B	View
Nov 14, 2025	Q3 2025	13F-HR	0001104659-25-112697	$4.81B	View
Aug 14, 2026	Q2 2026