Bellevue Group AG Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.5T
Holdings
142
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARGXARGENX SE | 571,039 | $314.8B | 6.94% | |
| 2 | ISIIONIS PHARMACEUTICALS INC | 7,853,198 | $310.3B | 6.84% | |
| 3 | NBIXNEUROCRINE BIOSCIENCES INC | 1,820,000 | $228.8B | 5.04% | |
| 4 | ALNYALNYLAM PHARMACEUTICALS INC | 676,367 | $220.6B | 4.86% | |
| 5 | ABTABBOTT LABS | 1,564,022 | $212.7B | 4.69% | |
| 6 | SYKSTRYKER CORPORATION | 535,089 | $211.7B | 4.67% | |
| 7 | ISRGINTUITIVE SURGICAL INC | 378,728 | $205.8B | 4.54% | |
| 8 | VRTXVERTEX PHARMACEUTICALS INC | 441,610 | $196.6B | 4.33% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 1,765,194 | $189.6B | 4.18% | |
| 10 | RVMDREVOLUTION MEDICINES INC | 4,579,300 | $168.5B | 3.71% | |
| 11 | AGIOAGIOS PHARMACEUTICALS INC | 3,590,150 | $119.4B | 2.63% | |
| 12 | INCYINCYTE CORP | 1,570,333 | $106.9B | 2.36% | |
| 13 | AKROAKERO THERAPEUTICS INC | 1,985,272 | $105.9B | 2.33% | |
| 14 | SRRKSCHOLAR ROCK HLDG CORP | 2,947,295 | $104.4B | 2.30% | |
| 15 | MDTMEDTRONIC PLC | 921,043 | $80.3B | 1.77% | |
| 16 | IMCRIMMUNOCORE HLDGS PLC | 2,441,830 | $76.6B | 1.69% | |
| 17 | DC4DEXCOM INC | 860,828 | $75.1B | 1.66% | |
| 18 | EWEDWARDS LIFESCIENCES CORP | 889,077 | $69.5B | 1.53% | |
| 19 | PODDINSULET CORP | 219,013 | $68.8B | 1.52% | |
| 20 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,307,569 | $67.3B | 1.48% | |
| 21 | BDXBECTON DICKINSON & CO | 316,732 | $54.6B | 1.20% | |
| 22 | BEAMBEAM THERAPEUTICS INC | 2,889,288 | $49.1B | 1.08% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 113,544 | $46.0B | 1.01% | |
| 24 | PENPENUMBRA INC | 174,050 | $44.7B | 0.98% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 142,296 | $44.4B | 0.98% | |
| 26 | RMERESMED INC | 165,802 | $42.8B | 0.94% | |
| 27 | IDXXIDEXX LABS INC | 76,548 | $41.1B | 0.90% | |
| 28 | BHVNBIOHAVEN LTD | 2,802,853 | $39.5B | 0.87% | |
| 29 | GEHCGE HEALTHCARE TECHNOLOGIES I | 515,468 | $38.2B | 0.84% | |
| 30 | HCAHCA HEALTHCARE INC | 99,122 | $38.0B | 0.84% | |
| 31 | CITHE CIGNA GROUP | 110,712 | $36.6B | 0.81% | |
| 32 | 2L9BLUEPRINT MEDICINES CORP | 284,900 | $36.5B | 0.80% | |
| 33 | EWTXEDGEWISE THERAPEUTICS INC | 2,775,997 | $36.4B | 0.80% | |
| 34 | MRNAMODERNA INC | 1,238,668 | $34.2B | 0.75% | |
| 35 | VEEVVEEVA SYS INC | 113,333 | $32.6B | 0.72% | |
| 36 | ELVELEVANCE HEALTH INC | 82,053 | $31.9B | 0.70% | |
| 37 | LLYELI LILLY & CO | 40,920 | $31.9B | 0.70% | |
| 38 | MCKMCKESSON CORP | 40,466 | $29.7B | 0.65% | |
| 39 | ABBVABBVIE INC | 159,661 | $29.6B | 0.65% | |
| 40 | AFWALIGN TECHNOLOGY INC | 150,787 | $28.5B | 0.63% | |
| 41 | RLAYRELAY THERAPEUTICS INC | 8,230,870 | $28.5B | 0.63% | |
| 42 | PRCTPROCEPT BIOROBOTICS CORP | 489,278 | $28.2B | 0.62% | |
| 43 | DHRDANAHER CORPORATION | 136,811 | $27.0B | 0.60% | |
| 44 | WVEWAVE LIFE SCIENCES LTD | 4,094,458 | $26.6B | 0.59% | |
| 45 | STESTERIS PLC | 109,887 | $26.4B | 0.58% | |
| 46 | COOCOOPER COS INC | 356,074 | $25.3B | 0.56% | |
| 47 | NTRANATERA INC | 147,491 | $24.9B | 0.55% | |
| 48 | ZBHZIMMER BIOMET HOLDINGS INC | 267,716 | $24.4B | 0.54% | |
| 49 | MOHMOLINA HEALTHCARE INC | 74,022 | $22.1B | 0.49% | |
| 50 | GMEDGLOBUS MED INC | 332,336 | $19.6B | 0.43% | |
| 51 | TMDXTRANSMEDICS GROUP INC | 130,517 | $17.5B | 0.39% | |
| 52 | EHCENCOMPASS HEALTH CORP | 131,741 | $16.2B | 0.36% | |
| 53 | HOLXHOLOGIC INC | 247,886 | $16.2B | 0.36% | |
| 54 | EXASEXACT SCIENCES CORP | 284,201 | $15.1B | 0.33% | |
| 55 | 3M4MASIMO CORP | 89,673 | $15.1B | 0.33% | |
| 56 | CDNACAREDX INC | 752,371 | $14.7B | 0.32% | |
| 57 | PRVAPRIVIA HEALTH GROUP INC | 630,697 | $14.5B | 0.32% | |
| 58 | REGNREGENERON PHARMACEUTICALS | 26,744 | $14.0B | 0.31% | |
| 59 | ANNXANNEXON INC | 5,157,290 | $12.4B | 0.27% | |
| 60 | HUMHUMANA INC | 49,124 | $12.0B | 0.26% | |
| 61 | MGNXMACROGENICS INC | 9,919,992 | $12.0B | 0.26% | |
| 62 | JNJJOHNSON & JOHNSON | 68,211 | $10.4B | 0.23% | |
| 63 | SIBNSI-BONE INC | 540,112 | $10.2B | 0.22% | |
| 64 | INSPINSPIRE MED SYS INC | 75,660 | $9.8B | 0.22% | |
| 65 | LHLABCORP HOLDINGS INC | 36,692 | $9.6B | 0.21% | |
| 66 | PHRPHREESIA INC | 332,016 | $9.4B | 0.21% | |
| 67 | ONCBEONE MEDICINES LTD | 38,698 | $9.4B | 0.21% | |
| 68 | DGXQUEST DIAGNOSTICS INC | 48,567 | $8.7B | 0.19% | |
| 69 | BMRNBIOMARIN PHARMACEUTICAL INC | 151,445 | $8.3B | 0.18% | |
| 70 | IM8NINSMED INC | 81,397 | $8.2B | 0.18% | |
| 71 | CNCCENTENE CORP DEL | 139,310 | $7.6B | 0.17% | |
| 72 | GPCRSTRUCTURE THERAPEUTICS INC | 348,527 | $7.2B | 0.16% | |
| 73 | TEVATEVA PHARMACEUTICAL INDS LTD | 421,501 | $7.1B | 0.16% | |
| 74 | BDTXBLACK DIAMOND THERAPEUTICS I | 2,733,547 | $6.8B | 0.15% | |
| 75 | AMGNAMGEN INC | 24,108 | $6.7B | 0.15% | |
| 76 | NEONEOGENOMICS INC | 913,082 | $6.7B | 0.15% | |
| 77 | WAYWAYSTAR HLDG CORP | 150,610 | $6.2B | 0.14% | |
| 78 | AXSMAXSOME THERAPEUTICS INC | 56,253 | $5.9B | 0.13% | |
| 79 | GKOSGLAUKOS CORP | 55,926 | $5.8B | 0.13% | |
| 80 | GILDGILEAD SCIENCES INC | 51,416 | $5.7B | 0.13% | |
| 81 | IQVIQVIA HLDGS INC | 33,700 | $5.3B | 0.12% | |
| 82 | ASNDASCENDIS PHARMA A/S | 28,655 | $4.9B | 0.11% | |
| 83 | BAXBAXTER INTL INC | 152,291 | $4.6B | 0.10% | |
| 84 | OMDAOMADA HEALTH INC | 250,000 | $4.6B | 0.10% | |
| 85 | BTSGBRIGHTSPRING HEALTH SVCS INC | 191,706 | $4.5B | 0.10% | |
| 86 | TXG10X GENOMICS INC | 326,751 | $3.8B | 0.08% | |
| 87 | BNTXBIONTECH SE | 35,039 | $3.7B | 0.08% | |
| 88 | CAHCARDINAL HEALTH INC | 20,012 | $3.4B | 0.07% | |
| 89 | LEGNLEGEND BIOTECH CORP | 85,438 | $3.0B | 0.07% | |
| 90 | AZNASTRAZENECA PLC | 38,400 | $2.7B | 0.06% | |
| 91 | ILMNILLUMINA INC | 27,624 | $2.6B | 0.06% | |
| 92 | ABGCENCORA INC | 7,970 | $2.4B | 0.05% | |
| 93 | MRKMERCK & CO INC | 28,239 | $2.2B | 0.05% | |
| 94 | KMTSKESTRA MED TECHNOLOGIES LTD | 133,761 | $2.2B | 0.05% | |
| 95 | CVSCVS HEALTH CORP | 30,096 | $2.1B | 0.05% | |
| 96 | SPYSPDR S&P 500 ETF TR | 3,100 | $1.9B | 0.04% | |
| 97 | BMYBRISTOL-MYERS SQUIBB CO | 37,177 | $1.7B | 0.04% | |
| 98 | PFEPFIZER INC | 70,915 | $1.7B | 0.04% | |
| 99 | VRNAVERONA PHARMA PLC | 15,927 | $1.5B | 0.03% | |
| 100 | DOCSDOXIMITY INC | 23,816 | $1.5B | 0.03% |
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