Bellevue Group AG Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$5.3B
Holdings
176
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 5,005,719 | $398.7M | 7.56% | |
| 2 | ARGXARGENX SE | 461,854 | $388.4M | 7.36% | |
| 3 | ISIIONIS PHARMACEUTICALS INC | 4,802,199 | $379.9M | 7.20% | |
| 4 | VRTXVERTEX PHARMACEUTICALS INC | 681,120 | $308.8M | 5.85% | |
| 5 | NBIXNEUROCRINE BIOSCIENCES INC | 1,703,304 | $241.6M | 4.58% | |
| 6 | RNAAVIDITY BIOSCIENCES INC | 2,630,969 | $189.8M | 3.60% | |
| 7 | ISRGINTUITIVE SURGICAL INC | 322,028 | $182.4M | 3.46% | |
| 8 | SRRKSCHOLAR ROCK HLDG CORP | 4,056,592 | $178.7M | 3.39% | |
| 9 | ALNYALNYLAM PHARMACEUTICALS INC | 445,903 | $177.3M | 3.36% | |
| 10 | ABTABBOTT LABS | 1,316,915 | $165.0M | 3.13% | |
| 11 | AM6AMICUS THERAPEUTICS INC | 10,735,195 | $152.9M | 2.90% | |
| 12 | BSXBOSTON SCIENTIFIC CORP | 1,559,606 | $148.7M | 2.82% | |
| 13 | VRDNVIRIDIAN THERAPEUTICS INC | 4,358,527 | $135.6M | 2.57% | |
| 14 | SYKSTRYKER CORPORATION | 360,577 | $126.7M | 2.40% | |
| 15 | NUVLNUVALENT INC | 1,037,468 | $104.4M | 1.98% | |
| 16 | KRYSKRYSTAL BIOTECH INC | 410,323 | $101.2M | 1.92% | |
| 17 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,617,669 | $98.3M | 1.86% | |
| 18 | IMCRIMMUNOCORE HLDGS PLC | 2,796,803 | $97.1M | 1.84% | |
| 19 | EWEDWARDS LIFESCIENCES CORP | 1,043,096 | $88.9M | 1.69% | |
| 20 | VERAVERA THERAPEUTICS INC | 1,698,152 | $86.0M | 1.63% | |
| 21 | MDTMEDTRONIC PLC | 766,592 | $73.6M | 1.40% | |
| 22 | RLAYRELAY THERAPEUTICS INC | 8,345,364 | $70.6M | 1.34% | |
| 23 | IDXXIDEXX LABS INC | 94,539 | $64.0M | 1.21% | |
| 24 | UNHUNITEDHEALTH GROUP INC | 175,169 | $57.8M | 1.10% | |
| 25 | DC4DEXCOM INC | 847,405 | $56.2M | 1.07% | |
| 26 | PODDINSULET CORP | 186,699 | $53.1M | 1.01% | |
| 27 | BDXBECTON DICKINSON & CO | 265,662 | $51.6M | 0.98% | |
| 28 | JBIOJADE BIOSCIENCES INC | 3,341,103 | $51.6M | 0.98% | |
| 29 | DHRDANAHER CORPORATION | 194,633 | $44.6M | 0.84% | |
| 30 | PENPENUMBRA INC | 135,395 | $42.1M | 0.80% | |
| 31 | RMERESMED INC | 161,214 | $38.8M | 0.74% | |
| 32 | EWTXEDGEWISE THERAPEUTICS INC | 1,528,518 | $37.9M | 0.72% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 65,077 | $37.7M | 0.71% | |
| 34 | MAZEMAZE THERAPEUTICS INC | 887,708 | $36.8M | 0.70% | |
| 35 | LLYELI LILLY & CO | 34,003 | $36.5M | 0.69% | |
| 36 | GEHCGE HEALTHCARE TECHNOLOGIES I | 424,514 | $34.8M | 0.66% | |
| 37 | TNGXTANGO THERAPEUTICS INC | 3,927,670 | $34.8M | 0.66% | |
| 38 | ABBVABBVIE INC | 134,859 | $30.8M | 0.58% | |
| 39 | CITHE CIGNA GROUP | 110,013 | $30.3M | 0.57% | |
| 40 | GKOSGLAUKOS CORP | 261,935 | $29.6M | 0.56% | |
| 41 | JNJJOHNSON & JOHNSON | 126,800 | $26.2M | 0.50% | |
| 42 | ANNXANNEXON INC | 5,157,290 | $25.9M | 0.49% | |
| 43 | STESTERIS PLC | 101,705 | $25.8M | 0.49% | |
| 44 | WVEWAVE LIFE SCIENCES LTD | 1,490,518 | $25.3M | 0.48% | |
| 45 | ELVELEVANCE HEALTH INC FORMERLY | 69,645 | $24.4M | 0.46% | |
| 46 | COOCOOPER COS INC | 291,959 | $23.9M | 0.45% | |
| 47 | GMEDGLOBUS MED INC | 262,683 | $22.9M | 0.43% | |
| 48 | AFWALIGN TECHNOLOGY INC | 141,474 | $22.1M | 0.42% | |
| 49 | ZBHZIMMER BIOMET HOLDINGS INC | 238,680 | $21.5M | 0.41% | |
| 50 | MCKMCKESSON CORP | 25,098 | $20.6M | 0.39% | |
| 51 | HCAHCA HEALTHCARE INC | 43,906 | $20.5M | 0.39% | |
| 52 | HUMHUMANA INC | 73,081 | $18.7M | 0.35% | |
| 53 | VEEVVEEVA SYS INC | 80,529 | $18.0M | 0.34% | |
| 54 | PRCTPROCEPT BIOROBOTICS CORP | 515,430 | $16.2M | 0.31% | |
| 55 | NTRANATERA INC | 56,036 | $12.8M | 0.24% | |
| 56 | 3M4MASIMO CORP | 97,285 | $12.7M | 0.24% | |
| 57 | TMDXTRANSMEDICS GROUP INC | 97,885 | $11.9M | 0.23% | |
| 58 | CNCCENTENE CORP DEL | 273,674 | $11.3M | 0.21% | |
| 59 | REGNREGENERON PHARMACEUTICALS | 13,928 | $10.8M | 0.20% | |
| 60 | PRVAPRIVIA HEALTH GROUP INC | 448,163 | $10.6M | 0.20% | |
| 61 | TEVATEVA PHARMACEUTICAL INDS LTD | 327,863 | $10.2M | 0.19% | |
| 62 | GPCRSTRUCTURE THERAPEUTICS INC | 145,167 | $10.1M | 0.19% | |
| 63 | MRKMERCK & CO INC | 92,117 | $9.7M | 0.18% | |
| 64 | IQVIQVIA HLDGS INC | 41,267 | $9.3M | 0.18% | |
| 65 | INSPINSPIRE MED SYS INC | 100,761 | $9.3M | 0.18% | |
| 66 | CVSCVS HEALTH CORP | 109,058 | $8.7M | 0.16% | |
| 67 | CDNACAREDX INC | 431,070 | $8.1M | 0.15% | |
| 68 | MOHMOLINA HEALTHCARE INC | 46,626 | $8.1M | 0.15% | |
| 69 | THCTENET HEALTHCARE CORP | 40,239 | $8.0M | 0.15% | |
| 70 | WAYWAYSTAR HLDG CORP | 241,734 | $7.9M | 0.15% | |
| 71 | GILDGILEAD SCIENCES INC | 52,752 | $6.5M | 0.12% | |
| 72 | AMGNAMGEN INC | 18,489 | $6.1M | 0.11% | |
| 73 | TXG10X GENOMICS INC | 322,060 | $5.3M | 0.10% | |
| 74 | ASNDASCENDIS PHARMA A/S | 24,330 | $5.2M | 0.10% | |
| 75 | AXSMAXSOME THERAPEUTICS INC | 27,600 | $5.0M | 0.10% | |
| 76 | MDLNMEDLINE INC | 117,720 | $4.9M | 0.09% | |
| 77 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 298,090 | $4.8M | 0.09% | |
| 78 | ICLRICON PLC | 24,560 | $4.5M | 0.08% | |
| 79 | BNTXBIONTECH SE | 43,755 | $4.2M | 0.08% | |
| 80 | BMRNBIOMARIN PHARMACEUTICAL INC | 65,008 | $3.9M | 0.07% | |
| 81 | BMYBRISTOL-MYERS SQUIBB CO | 67,082 | $3.6M | 0.07% | |
| 82 | BTSGBRIGHTSPRING HEALTH SVCS INC | 92,095 | $3.4M | 0.07% | |
| 83 | NEONEOGENOMICS INC | 278,286 | $3.3M | 0.06% | |
| 84 | AVTRAVANTOR INC | 276,266 | $3.2M | 0.06% | |
| 85 | PHRPHREESIA INC | 183,213 | $3.1M | 0.06% | |
| 86 | BEAMBEAM THERAPEUTICS INC | 111,510 | $3.1M | 0.06% | |
| 87 | KMTSKESTRA MED TECHNOLOGIES LTD | 115,755 | $3.1M | 0.06% | |
| 88 | ILMNILLUMINA INC | 22,940 | $3.0M | 0.06% | |
| 89 | OMDAOMADA HEALTH INC | 177,897 | $2.8M | 0.05% | |
| 90 | AZNASTRAZENECA PLC | 30,431 | $2.8M | 0.05% | |
| 91 | IM8NINSMED INC | 13,915 | $2.4M | 0.05% | |
| 92 | VKTXVIKING THERAPEUTICS INC | 68,665 | $2.4M | 0.05% | |
| 93 | ROIVROIVANT SCIENCES LTD | 108,039 | $2.3M | 0.04% | |
| 94 | BBNXBETA BIONICS INC | 72,285 | $2.2M | 0.04% | |
| 95 | SPYSPDR S&P 500 ETF TR | 3,100 | $2.1M | 0.04% | |
| 96 | EHCENCOMPASS HEALTH CORP | 19,089 | $2.0M | 0.04% | |
| 97 | UTHUNITED THERAPEUTICS CORP DEL | 3,895 | $1.9M | 0.04% | |
| 98 | BBIOBRIDGEBIO PHARMA INC | 24,111 | $1.8M | 0.03% | |
| 99 | B7SBROOKDALE SR LIVING INC | 167,444 | $1.8M | 0.03% | |
| 100 | SIBNSI-BONE INC | 90,331 | $1.8M | 0.03% |
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