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)

#StockSharesValue% PortfolioType
101
GDXVANECK ETF TRUST
26,200$1.4B0.03%
102
RYTMRHYTHM PHARMACEUTICALS INC
20,906$1.3B0.03%
103
PTGXPROTAGONIST THERAPEUTICS INC
19,472$1.1B0.02%
104
BBNXBETA BIONICS INC
66,825$973.0M0.02%
105
CERTCERTARA INC
81,740$956.4M0.02%
106
SMMTSUMMIT THERAPEUTICS INC
41,738$888.2M0.02%
107
IWMISHARES TR
2,300$496.3M0.01%
108
BBIOBRIDGEBIO PHARMA INC
10,400$449.1M0.01%
109
NVONOVO-NORDISK A S
6,500$448.6M0.01%
110
MRUSMERUS N V
7,765$408.4M0.01%
111
EX9EXELIXIS INC
8,500$374.6M0.01%
112
NAMSNEWAMSTERDAM PHARMA COMPANY
20,555$372.3M0.01%
113
ARQTARCUTIS BIOTHERAPEUTICS INC
24,008$336.6M0.01%
114
MDGLMADRIGAL PHARMACEUTICALS INC
1,100$332.9M0.01%
115
ADMAADMA BIOLOGICS INC
16,900$307.7M0.01%
116
PLNTPLANET FITNESS INC
2,700$294.4M0.01%
117
QUREUNIQURE NV
19,610$273.4M0.01%
118
TVTXTRAVERE THERAPEUTICS INC
18,303$270.9M0.01%
119
CAICARIS LIFE SCIENCES INC
10,000$267.2M0.01%
120
GOOGLALPHABET INC
1,450$255.5M0.01%
121
AMZNAMAZON COM INC
1,150$252.3M0.01%
122
MTSRMETSERA INC
7,800$221.9M0.00%
123
MLYSMINERALYS THERAPEUTICS INC
15,556$210.5M0.00%
124
BRBRBELLRING BRANDS INC
3,500$202.8M0.00%
125
ACLXARCELLX INC
3,000$197.6M0.00%
126
OCSOCULIS HOLDING AG
9,700$188.3M0.00%
127
PTCTPTC THERAPEUTICS INC
3,800$185.6M0.00%
128
GRMNGARMIN LTD
850$177.4M0.00%
129
KRYSKRYSTAL BIOTECH INC
1,250$171.8M0.00%
130
BIDUNBAIDU INC
2,000$171.5M0.00%
131
ORCLORACLE CORP
654$143.0M0.00%
132
MLTXMOONLAKE IMMUNOTHERAPEUTICS
3,000$141.6M0.00%
133
CYTKCYTOKINETICS INC
3,741$123.6M0.00%
134
NVDANVIDIA CORPORATION
751$118.7M0.00%
135
ZTSZOETIS INC
657$102.5M0.00%
136
MSFTMICROSOFT CORP
203$101.0M0.00%
137
AG8AGILENT TECHNOLOGIES INC
806$95.1M0.00%
138
QCOMQUALCOMM INC
447$71.2M0.00%
139
BIIBBIOGEN INC
402$50.5M0.00%
140
MTDMETTLER TOLEDO INTERNATIONAL
42$49.3M0.00%
141
RXRXRECURSION PHARMACEUTICALS IN
5,514$27.9M0.00%
142
TEMTEMPUS AI INC
237$15.1M0.00%
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