Bellevue Group AG Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.5B
Holdings
142
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (142 positions)
| Stock | Value |
|---|---|
ARGXARGENX SE | $314.8M |
ISIIONIS PHARMACEUTICALS INC | $310.3M |
NBIXNEUROCRINE BIOSCIENCES INC | $228.8M |
ALNYALNYLAM PHARMACEUTICALS INC | $220.6M |
ABTABBOTT LABS | $212.7M |
SYKSTRYKER CORPORATION | $211.7M |
ISRGINTUITIVE SURGICAL INC | $205.8M |
VRTXVERTEX PHARMACEUTICALS INC | $196.6M |
BSXBOSTON SCIENTIFIC CORP | $189.6M |
RVMDREVOLUTION MEDICINES INC | $168.5M |
AGIOAGIOS PHARMACEUTICALS INC | $119.4M |
INCYINCYTE CORP | $106.9M |
AKROAKERO THERAPEUTICS INC | $105.9M |
SRRKSCHOLAR ROCK HLDG CORP | $104.4M |
MDTMEDTRONIC PLC | $80.3M |
IMCRIMMUNOCORE HLDGS PLC | $76.6M |
DC4DEXCOM INC | $75.1M |
EWEDWARDS LIFESCIENCES CORP | $69.5M |
PODDINSULET CORP | $68.8M |
TCE2CELLDEX THERAPEUTICS INC NEW | $67.3M |
BDXBECTON DICKINSON & CO | $54.6M |
BEAMBEAM THERAPEUTICS INC | $49.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $46.0M |
PENPENUMBRA INC | $44.7M |
UNHUNITEDHEALTH GROUP INC | $44.4M |
RMERESMED INC | $42.8M |
IDXXIDEXX LABS INC | $41.1M |
BHVNBIOHAVEN LTD | $39.5M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $38.2M |
HCAHCA HEALTHCARE INC | $38.0M |
CITHE CIGNA GROUP | $36.6M |
2L9BLUEPRINT MEDICINES CORP | $36.5M |
EWTXEDGEWISE THERAPEUTICS INC | $36.4M |
MRNAMODERNA INC | $34.2M |
VEEVVEEVA SYS INC | $32.6M |
ELVELEVANCE HEALTH INC | $31.9M |
LLYELI LILLY & CO | $31.9M |
MCKMCKESSON CORP | $29.7M |
ABBVABBVIE INC | $29.6M |
AFWALIGN TECHNOLOGY INC | $28.5M |
RLAYRELAY THERAPEUTICS INC | $28.5M |
PRCTPROCEPT BIOROBOTICS CORP | $28.2M |
DHRDANAHER CORPORATION | $27.0M |
WVEWAVE LIFE SCIENCES LTD | $26.6M |
STESTERIS PLC | $26.4M |
COOCOOPER COS INC | $25.3M |
NTRANATERA INC | $24.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $24.4M |
MOHMOLINA HEALTHCARE INC | $22.1M |
GMEDGLOBUS MED INC | $19.6M |
TMDXTRANSMEDICS GROUP INC | $17.5M |
EHCENCOMPASS HEALTH CORP | $16.2M |
HOLXHOLOGIC INC | $16.2M |
EXASEXACT SCIENCES CORP | $15.1M |
3M4MASIMO CORP | $15.1M |
CDNACAREDX INC | $14.7M |
PRVAPRIVIA HEALTH GROUP INC | $14.5M |
REGNREGENERON PHARMACEUTICALS | $14.0M |
ANNXANNEXON INC | $12.4M |
HUMHUMANA INC | $12.0M |
MGNXMACROGENICS INC | $12.0M |
JNJJOHNSON & JOHNSON | $10.4M |
SIBNSI-BONE INC | $10.2M |
INSPINSPIRE MED SYS INC | $9.8M |
LHLABCORP HOLDINGS INC | $9.6M |
PHRPHREESIA INC | $9.4M |
ONCBEONE MEDICINES LTD | $9.4M |
DGXQUEST DIAGNOSTICS INC | $8.7M |
BMRNBIOMARIN PHARMACEUTICAL INC | $8.3M |
IM8NINSMED INC | $8.2M |
CNCCENTENE CORP DEL | $7.6M |
GPCRSTRUCTURE THERAPEUTICS INC | $7.2M |
TEVATEVA PHARMACEUTICAL INDS LTD | $7.1M |
BDTXBLACK DIAMOND THERAPEUTICS I | $6.8M |
AMGNAMGEN INC | $6.7M |
NEONEOGENOMICS INC | $6.7M |
WAYWAYSTAR HLDG CORP | $6.2M |
AXSMAXSOME THERAPEUTICS INC | $5.9M |
GKOSGLAUKOS CORP | $5.8M |
GILDGILEAD SCIENCES INC | $5.7M |
IQVIQVIA HLDGS INC | $5.3M |
ASNDASCENDIS PHARMA A/S | $4.9M |
BAXBAXTER INTL INC | $4.6M |
OMDAOMADA HEALTH INC | $4.6M |
BTSGBRIGHTSPRING HEALTH SVCS INC | $4.5M |
TXG10X GENOMICS INC | $3.8M |
BNTXBIONTECH SE | $3.7M |
CAHCARDINAL HEALTH INC | $3.4M |
LEGNLEGEND BIOTECH CORP | $3.0M |
AZNASTRAZENECA PLC | $2.7M |
ILMNILLUMINA INC | $2.6M |
ABGCENCORA INC | $2.4M |
MRKMERCK & CO INC | $2.2M |
KMTSKESTRA MED TECHNOLOGIES LTD | $2.2M |
CVSCVS HEALTH CORP | $2.1M |
SPYSPDR S&P 500 ETF TR | $1.9M |
BMYBRISTOL-MYERS SQUIBB CO | $1.7M |
PFEPFIZER INC | $1.7M |
VRNAVERONA PHARMA PLC | $1.5M |
DOCSDOXIMITY INC | $1.5M |
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