Bellevue Group AG
- SEC CIK
- 0001674546
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 148
- −7 vs. Q1 2026
- Portfolio value
- $4.75B
- +$550.7M (+13.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 58,398 | $23.2M | 0.5% | −6,100−9.5% | Reduced | History |
| ANNXAnnexon, Inc. | COM | 4,100,016 | $23.4M | 0.5% | −1,057,274−20.5% | Reduced | History |
| ALGNAlign Technology Inc | COM | 139,680 | $23.6M | 0.5% | 00.0% | Unchanged | History |
| PVLAPalvella Therapeutics, Inc. | COM | 155,000 | $23.7M | 0.5% | +155,000 | New | History |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 1,100,000 | $23.9M | 0.5% | +1,100,000 | New | History |
| JNJJohnson & Johnson | Stock | 103,280 | $26.2M | 0.6% | −15,822−13.3% | Reduced | History |
| DHRDanaher Corp | Stock | 143,844 | $27.4M | 0.6% | −58,320−28.8% | Reduced | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 1,190,000 | $28.8M | 0.6% | −60,000−4.8% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 77,530 | $28.8M | 0.6% | −404,255−83.9% | Reduced | History |
| RMDResmed Inc | COM | 148,195 | $28.9M | 0.6% | −11,151−7.0% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 61,780 | $32.5M | 0.7% | −27,351−30.7% | Reduced | History |
| CGONCG Oncology, Inc. | COM | 493,596 | $35.1M | 0.7% | +493,596 | New | History |
| LLYEli Lilly & Co | Stock | 29,882 | $35.8M | 0.8% | −4,050−11.9% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 887,650 | $37.9M | 0.8% | −579,244−39.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 79,816 | $40.0M | 0.8% | +15,404+23.9% | Added | History |
| IRONDisc Medicine, Inc. | COM | 560,000 | $41.0M | 0.9% | +100,686+21.9% | Added | History |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,618,846 | $42.1M | 0.9% | −679,154−29.6% | Reduced | History |
| AVLNAvalyn Pharma Inc. | COM SHS | 1,350,000 | $44.4M | 0.9% | +1,350,000 | New | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,200,000 | $44.7M | 0.9% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 822,489 | $55.4M | 1.2% | +33,723+4.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 149,127 | $62.0M | 1.3% | +924+0.6% | Added | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,982,775 | $66.2M | 1.4% | −397,225−16.7% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 739,234 | $66.9M | 1.4% | −100,217−11.9% | Reduced | History |
| JBIOJade Biosciences, Inc. | COM NEW | 3,057,996 | $67.9M | 1.4% | −443,506−12.7% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 1,710,808 | $73.4M | 1.5% | +370.0% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 1,490,000 | $75.6M | 1.6% | −830,867−35.8% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 972,258 | $77.1M | 1.6% | −846,407−46.5% | Reduced | History |
| MDTMedtronic plc | Stock | 994,233 | $77.8M | 1.6% | +36,904+3.9% | Added | History |
| SYKStryker Corp | Stock | 268,461 | $84.5M | 1.8% | +51,224+23.6% | Added | History |
| ABTAbbott Laboratories | Stock | 947,115 | $85.9M | 1.8% | −204,520−17.8% | Reduced | History |
| IMCRImmunocore Holdings plc | ADS | 2,788,245 | $88.5M | 1.9% | −8,558−0.3% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 1,189,506 | $88.6M | 1.9% | +1,164,129+4,587.3% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,620,000 | $98.0M | 2.1% | −660,000−20.1% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 157,291 | $98.1M | 2.1% | −121,383−43.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 254,809 | $101.3M | 2.1% | −31,845−11.1% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 188,515 | $102.1M | 2.1% | +186,438+8,976.3% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,971,935 | $114.6M | 2.4% | +781,238+65.6% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 6,185,970 | $115.7M | 2.4% | −1,609,272−20.6% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 6,731,909 | $123.7M | 2.6% | +5,765+0.1% | Added | History |
| NUVLNuvalent, Inc. | COM | 1,053,268 | $130.1M | 2.7% | 00.0% | Unchanged | History |
| SRRKScholar Rock Holding Corp | COM | 2,449,547 | $134.7M | 2.8% | −1,135,026−31.7% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 1,393,418 | $148.6M | 3.1% | +1,383,384+13,787.0% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,657,190 | $157.7M | 3.3% | +1,150,182+226.9% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 1,048,014 | $196.3M | 4.1% | −496,442−32.1% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 2,158,772 | $272.7M | 5.7% | +988,893+84.5% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 301,000 | $279.3M | 5.9% | −12,000−3.8% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 578,634 | $287.4M | 6.0% | −103,274−15.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 851,550 | $308.4M | 6.5% | +556,192+188.3% | Added | History |
Sold out since Q1 2026 (24)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | 1,528,518 | $48.1M | 1.1% | History |
| INSPInspire Medical Systems, Inc. | COM | 99,735 | $5.14M | 0.1% | History |
| PENPenumbra Inc | COM | 12,267 | $4.03M | 0.1% | History |
| RNAAtrium Therapeutics, Inc. | COM | 263,096 | $3.52M | 0.1% | History |
| MASIMasimo Corp | COM | 8,753 | $1.56M | <0.1% | History |
| EQNREquinor ASA | SPONSORED ADR | 17,573 | $741.6K | <0.1% | History |
| XOMExxonMobil Holdings Corp | COM | 4,370 | $741.4K | <0.1% | History |
| BPBP PLC | ADR | 15,644 | $735.3K | <0.1% | History |
| SHELShell plc | ADR | 7,844 | $729.5K | <0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 8,000 | $620.7K | <0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,700 | $589.7K | <0.1% | History |
| PGProcter & Gamble Co | Stock | 3,900 | $563.3K | <0.1% | History |
| MAMastercard Inc | Stock | 1,100 | $549.6K | <0.1% | History |
| BLKBlackRock, Inc. | Stock | 450 | $432.8K | <0.1% | History |
| VVisa Inc. | Stock | 1,400 | $423.1K | <0.1% | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 9,030 | $358.7K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,000 | $325.3K | <0.1% | History |
| ACNAccenture plc | Stock | 1,500 | $297.4K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 1,200 | $291.7K | <0.1% | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 16,443 | $245.2K | <0.1% | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 536 | $122.6K | <0.1% | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 6,982 | $62.5K | <0.1% | History |
| WVEWave Life Sciences, Inc. | SHS | 5,261 | $38.1K | <0.1% | History |
| QGENQiagen N.V. | ORD SHARES | 243 | $9.73K | <0.1% | History |