Bellevue Group AG

Name: Bellevue Group AG: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in ZURICH. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1674546.

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Reported value$4.75bn
Positions148

Holdings: 148 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 164 lines; lines for the same security and option type are added together here.

Bellevue Group AG, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Amgen IncAMGN	COM	031162100	308	6.5%	851,550	Added+556,192
Vertex Pharmaceuticals IncVRTX	COM	92532F100	287	6.0%	578,634	Reduced−103,274
Argenx SEARGX	SPONSORED ADR	04016X101	279	5.9%	301,000	Reduced−12,000
Gilead Sciences IncGILD	COM	375558103	273	5.7%	2,158,772	Added+988,893
Revolution Medicines IncRVMD	COM	76155X100	196	4.1%	1,048,014	Reduced−496,442
Oruka Therapeutics IncORKA	COM	687604108	158	3.3%	1,657,190	Added+1,150,182
Insmed IncINSM	COM PAR $.01	457669307	149	3.1%	1,393,418	Added+1,383,384
Scholar Rock HLDG CorpSRRK	COM	80706P103	135	2.8%	2,449,547	Reduced−1,135,026
Nuvalent Inc	COM	670703107	130	2.7%	1,053,268	Unchanged
Viridian Therapeutics IncVRDN	COM	92790C104	124	2.6%	6,731,909	Added+5,765
Relay Therapeutics IncRLAY	COM	75943R102	116	2.4%	6,185,970	Reduced−1,609,272
Vaxcyte IncPCVX	COM	92243G108	115	2.4%	1,971,935	Added+781,238
United Therapeutics Corp DelUTHR	COM	91307C102	102	2.1%	188,515	Added+186,438
Intuitive Surgical IncISRG	COM NEW	46120E602	101	2.1%	254,809	Reduced−31,845
Regeneron PharmaceuticalsREGN	COM	75886F107	98.1	2.1%	157,291	Reduced−121,383
Crinetics Pharmaceuticals in	COM	22663K107	98.0	2.1%	2,620,000	Reduced−660,000
Bridgebio Pharma IncBBIO	COM	10806X102	88.6	1.9%	1,189,506	Added+1,164,129
Immunocore Holdings plcIMCR	ADS	45258D105	88.5	1.9%	2,788,245	Reduced−8,558
Abbott LaboratoriesABT	COM	002824100	85.9	1.8%	947,115	Reduced−204,520
Stryker CorporationSYK	COM	863667101	84.5	1.8%	268,461	Added+51,224
Medtronic plc	SHS	G5960L103	77.8	1.6%	994,233	Added+36,904
Ionis Pharmaceuticals IncIONS	COM	462222100	77.1	1.6%	972,258	Reduced−846,407
Enliven Therapeutics IncELVN	COM	29337E102	75.6	1.6%	1,490,000	Reduced−830,867
Vera Therapeutics IncVERA	CL A	92337R101	73.4	1.5%	1,710,808	Added+37
Jade Biosciences IncJBIO	COM NEW	008064206	67.9	1.4%	3,057,996	Reduced−443,506
Edwards Lifesciences CorpEW	COM	28176E108	66.9	1.4%	739,234	Reduced−100,217
Ultragenyx Pharmaceutical inRARE	COM	90400D108	66.2	1.4%	1,982,775	Reduced−397,225
Unitedhealth Group IncUNH	COM	91324P102	62.0	1.3%	149,127	Added+924
Dexcom IncDXCM	COM	252131107	55.4	1.2%	822,489	Added+33,723
Celldex Therapeutics Inc NewCLDX	COM NEW	15117B202	44.7	0.9%	1,200,000	Unchanged
Avalyn Pharmaceuticals IncAVLN	COM SHS	05348Y105	44.4	0.9%	1,350,000	New+1,350,000
Damora Therapeutics Inc	COM NEW	36322Q206	42.1	0.9%	1,618,846	Reduced−679,154
Disc Medicine IncIRON	COM	254604101	41.0	0.9%	560,000	Added+100,686
Thermo Fisher Scientific IncTMO	COM	883556102	40.0	0.8%	79,816	Added+15,404
Boston Scientific CorpBSX	COM	101137107	37.9	0.8%	887,650	Reduced−579,244
ELI Lilly & CoLLY	COM	532457108	35.8	0.8%	29,882	Reduced−4,050
CG Oncology IncCGON	COM	156944100	35.1	0.7%	493,596	New+493,596
Idexx Labs IncIDXX	COM	45168D104	32.5	0.7%	61,780	Reduced−27,351
Resmed IncRMD	COM	761152107	28.9	0.6%	148,195	Reduced−11,151
Krystal Biotech IncKRYS	COM	501147102	28.8	0.6%	77,530	Reduced−404,255
Monte Rosa Therapeutics IncGLUE	COM	61225M102	28.8	0.6%	1,190,000	Reduced−60,000
Danaher Corp DelDHR	COM	235851102	27.4	0.6%	143,844	Reduced−58,320
Johnson & JohnsonJNJ	COM	478160104	26.2	0.6%	103,280	Reduced−15,822
Seaport Therapeutics IncSPTX	COMMON STOCK	81221K108	23.9	0.5%	1,100,000	New+1,100,000
Palvella Therapeutics Inc NePVLA	COM	697947109	23.7	0.5%	155,000	New+155,000
Align Technology IncALGN	COM	016255101	23.6	0.5%	139,680	Unchanged
Annexon IncANNX	COM	03589W102	23.4	0.5%	4,100,016	Reduced−1,057,274
Humana IncHUM	COM	444859102	23.2	0.5%	58,398	Reduced−6,100
Elevance Health Inc FormerlyELV	COM	036752103	21.8	0.5%	56,449	Added+3,931
Tango Therapeutics IncTNGX	COM	87583X109	21.7	0.5%	694,182	Reduced−1,705,818
Steris plc	SHS USD	G8473T100	21.0	0.4%	99,877	Reduced−1
Spyre Therapeutics IncSYRE	COM NEW	00773J202	20.4	0.4%	229,931	New+229,931
Hemab Therapeutics Holdings IncCOAG	COM SHS	423494103	20.2	0.4%	550,000	New+550,000
Insulet CorpPODD	COM	45784P101	19.4	0.4%	127,498	Reduced−36,158
The Cigna GroupCI	COM	125523100	18.3	0.4%	66,500	Reduced−31,763
Glaukos CorpGKOS	COM	377322102	18.0	0.4%	128,667	Reduced−17,036
CVS Health CorpCVS	COM	126650100	17.5	0.4%	169,366	Added+80,003
Becton Dickinson & CoBDX	COM	075887109	16.6	0.3%	109,729	Reduced−12,158
GE Healthcare Technologies IGEHC	COMMON STOCK	36266G107	16.2	0.3%	252,744	Reduced−164,143
Livanova plc	SHS	G5509L101	16.1	0.3%	195,621	Added+9,436
Centene Corp DelCNC	COM	15135B101	14.7	0.3%	228,865	Reduced−32,201
Merck & Co IncMRK	COM	58933Y105	14.5	0.3%	113,061	Reduced−93,530
Cooper Cos IncCOO	COM	216648501	14.1	0.3%	197,135	Reduced−75,049
Parabilis Medicines IncPBLS	COM	698955101	13.7	0.3%	500,000	New+500,000
Teva Pharmaceutical Inds Ltd	SPONSORED ADS	881624209	11.7	0.2%	345,899	Added+95,817
Globus Med IncGMED	CL A	379577208	11.5	0.2%	146,108	Reduced−101,153
Procept Biorobotics CorpPRCT	COM	74276L105	11.3	0.2%	502,286	Unchanged
Zimmer Biomet Holdings IncZBH	COM	98956P102	10.9	0.2%	126,707	Reduced−28,864
Veeva Sys IncVEEV	CL A COM	922475108	10.5	0.2%	59,347	Added+2,830
Abbvie IncABBV	COM	00287Y109	10.2	0.2%	40,476	Reduced−53,091
10X Genomics IncTXG	CL A COM	88025U109	10.0	0.2%	261,470	Reduced−68,022
HCA Healthcare IncHCA	COM	40412C101	9.3	0.2%	23,750	Reduced−14,015
Aura Biosciences IncAURA	COM	05153U107	8.3	0.2%	1,166,667	New+1,166,667
McKesson CorpMCK	COM	58155Q103	7.3	0.2%	9,625	Reduced−12,727
Tenet Healthcare CorpTHC	COM NEW	88033G407	7.3	0.2%	38,868	Added+599
Protagonist Therapeutics IncPTGX	COM	74366E102	6.8	0.1%	55,682	Added+41,235
Natera IncNTRA	COM	632307104	6.7	0.1%	24,806	Reduced−6,888
Transmedics Group IncTMDX	COM	89377M109	6.7	0.1%	101,139	Unchanged
Molina Healthcare IncMOH	COM	60855R100	6.3	0.1%	27,761	New+27,761
Alkermes plc	SHS	G01767105	6.3	0.1%	120,243	Added+111,373
Royalty Pharma plc	SHS CLASS A	G7709Q104	6.3	0.1%	112,311	Added+74,015
Waystar HLDG CorpWAY	COM	946784105	6.0	0.1%	293,592	Added+37,453
Privia Health Group IncPRVA	COM	74276R102	5.8	0.1%	226,703	Unchanged
GMR Solutions IncGMRS	COM CL A	38013D106	5.2	0.1%	333,333	New+333,333
Neurocrine Biosciences IncNBIX	COM	64125C109	4.1	<0.1%	24,037	Added+19,391
Omada Health IncOMDA	COM	68170A108	3.5	<0.1%	157,938	Unchanged
Kestra Med Technologies Ltd	SHS	G52441105	3.3	<0.1%	129,215	Added+13,625
Medline IncMDLN	COM CL A	58507V107	3.2	<0.1%	82,153	Reduced−54,482
Illumina IncILMN	COM	452327109	3.2	<0.1%	18,134	Reduced−2,089
Beone Medicines LtdONC	SPONSORED ADS	07725L102	3.0	<0.1%	10,474	Added+6,662
Newamsterdam Pharma Company	ORDINARY SHARES	N62509109	2.9	<0.1%	86,994	Added+59,333
Madrigal Pharmaceuticals IncMDGL	COM	558868105	2.5	<0.1%	4,675	Added+1,635
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	2.0	<0.1%	2,700	Unchanged
Biontech SEBNTX	SPONSORED ADS	09075V102	2.0	<0.1%	21,229	Added+378
Adaptive Biotechnologies CorADPT	COM	00650F109	1.9	<0.1%	89,439	Added+13,258
Cytokinetics IncCYTK	COM NEW	23282W605	1.6	<0.1%	19,007	Added+10,166
Alamar Biosciences IncALMR	COMMON STOCK	010911105	1.5	<0.1%	55,738	New+55,738
Phreesia IncPHR	COM	71944F106	1.4	<0.1%	140,495	Added+9,503
Mobia Med IncMOBI	COMMON STOCK	60705V103	1.3	<0.1%	100,000	New+100,000
Billiontoone IncBLLN	CL A	090168105	1.3	<0.1%	10,554	Unchanged
Beta Bionics IncBBNX	COM	08659B102	1.1	<0.1%	72,152	Unchanged
Legend Biotech CorpLEGN	SPONSORED ADS	52490G102	1.0	<0.1%	33,054	Reduced−2,832
Pfizer IncPFE	COM	717081103	0.9	<0.1%	38,431	Reduced−69,204
Abivax SAABVX	SPONSORED ADS	00370M103	0.9	<0.1%	6,397	Added+5,349
Encompass Health CorpEHC	COM	29261A100	0.7	<0.1%	6,951	Reduced−2,878
Axsome Therapeutics Inc.AXSM	COM	05464T104	0.7	<0.1%	2,689	Reduced−492
Certara IncCERT	COM	15687V109	0.7	<0.1%	99,442	Unchanged
Agomab Therapeutics NVAGMB	SPONSORED ADS	00860C102	0.6	<0.1%	49,248	Reduced−752
Praxis Precision Medicines IPRAX	COM NEW	74006W207	0.6	<0.1%	1,847	Added+90
Apple IncAAPL	COM	037833100	0.5	<0.1%	1,768	Reduced−1,552
Garmin Ltd	SHS	H2906T109	0.5	<0.1%	1,976	Added+655
Denali Therapeutics IncDNLI	COM	24823R105	0.5	<0.1%	17,766	Unchanged
Vaneck ETF Trust	GOLD MINERS ETF	92189F106	0.4	<0.1%	5,750	Unchanged
Veradermics IncMANE	COMMON STOCK	922967104	0.4	<0.1%	3,468	New+3,468
Alphabet IncGOOGL	CAP STK CL A	02079K305	0.4	<0.1%	907	Added+593
Definium Therapeutics IncDFTX	COM SHS	24477V105	0.4	<0.1%	8,391	New+8,391
Travere Therapeutics IncTVTX	COM	89422G107	0.4	<0.1%	6,908	Reduced−1,991
Amazon Com IncAMZN	COM	023135106	0.4	<0.1%	1,605	Added+252
Halozyme Therapeutics IncHALO	COM	40637H109	0.3	<0.1%	4,348	Added+491
Alnylam Pharmaceuticals IncALNY	COM	02043Q107	0.3	<0.1%	1,092	Reduced−233,451
Crispr Therapeutics AG	NAMEN AKT	H17182108	0.3	<0.1%	5,818	Added+802
Structure Therapeutics IncGPCR	SPONSORED ADS	86366E106	0.3	<0.1%	4,762	Reduced−2,041
Viatris IncVTRS	COM	92556V106	0.3	<0.1%	15,778	New+15,778
Mineralys Therapeutics IncMLYS	COM	603170101	0.2	<0.1%	8,753	Reduced−20,621
Summit Therapeutics IncSMMT	COM	86627T108	0.2	<0.1%	15,279	Reduced−579
Cardinal Health IncCAH	COM	14149Y108	0.2	<0.1%	852	Reduced−11
Cogent Biosciences IncCOGT	COM	19240Q201	0.2	<0.1%	4,870	New+4,870
Tempus Ai IncTEM	CL A	88023B103	0.2	<0.1%	3,213	Reduced−1,737
Cencora IncCOR	COM	03073E105	0.2	<0.1%	576	Reduced−1,140
PTC Therapeutics IncPTCT	COM	69366J200	0.1	<0.1%	1,626	Reduced−309
Caris Life Sciences IncCAI	COM	142152107	0.1	<0.1%	6,418	Unchanged
Rhythm Pharmaceuticals IncRYTM	COM	76243J105	0.1	<0.1%	1,016	Unchanged
Arrowhead Pharmaceuticals inARWR	COM	04280A100	0.1	<0.1%	1,191	Reduced−354
Nvidia CorporationNVDA	COM	67066G104	0.1	<0.1%	408	Unchanged
Labcorp Holdings IncLH	COM SHS	504922105	0.1	<0.1%	280	Unchanged
Biogen IncBIIB	COM	09062X103	0.1	<0.1%	338	Reduced−3,315
Bristol-Myers Squibb CoBMY	COM	110122108	0.1	<0.1%	1,216	Reduced−15,822
Waters CorpWAT	COM	941848103	0.1	<0.1%	179	New+179
Microsoft CorpMSFT	COM	594918104	0.1	<0.1%	172	Unchanged
Iqvia Holdings IncIQV	COM	46266C105	0.1	<0.1%	293	Reduced−447
Incyte CorpINCY	COM	45337C102	0.1	<0.1%	486	Unchanged
Mettler Toledo InternationalMTD	COM	592688105	0.0	<0.1%	36	Unchanged
Agilent Technologies IncA	COM	00846U101	0.0	<0.1%	330	Reduced−334
Qualcomm IncQCOM	COM	747525103	0.0	<0.1%	197	Unchanged
Zoetis IncZTS	CL A	98978V103	0.0	<0.1%	390	Reduced−143
Oracle CorpORCL	COM	68389X105	0.0	<0.1%	191	Unchanged
Quest Diagnostics IncDGX	COM	74834L100	0.0	<0.1%	131	Unchanged
Recursion Pharmaceuticals inRXRX	CL A	75629V104	0.0	<0.1%	4,627	Unchanged

Sold out: 24 positions

Held at the end of the quarter before and not reported this quarter.

Bellevue Group AG, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Accenture plc Ireland	SHS CLASS A	G1151C101	0.0%	Sold out−1,500
Adobe IncADBE	COM	00724F101	0.0%	Sold out−1,200
Alibaba Group HLDG LtdBABA	SPONSORED ADS	01609W102	0.0%	Sold out−4,700
Ascendis Pharma A/S	SPONSORED ADR	04351P101	0.0%	Sold out−536
Atrium Therapeutics IncRNA	COM	04965N104	0.0%	Sold out−263,096
Blackrock IncBLK	COM	09290D101	0.0%	Sold out−450
BP plcBP	SPONSORED ADR	055622104	0.0%	Sold out−15,644
Bridgebio Oncology TherapeutBBOT	COM NEW	107924102	0.0%	Sold out−6,982
Centessa Pharmaceuticals plc	SPONSORED ADS	152309100	0.0%	Sold out−9,030
Cisco Sys IncCSCO	COM	17275R102	0.0%	Sold out−8,000
Edgewise Therapeutics IncEWTX	COM	28036F105	0.0%	Sold out−1,528,518
Equinor ASAEQNR	SPONSORED ADR	29446M102	0.0%	Sold out−17,573
Exxon Mobil Corp	COM	30231G102	0.0%	Sold out−4,370
Inspire Med Sys IncINSP	COM	457730109	0.0%	Sold out−99,735
Jd.Com IncJD	SPON ADS CL A	47215P106	0.0%	Sold out−11,000
Masimo Corp	COM	574795100	0.0%	Sold out−8,753
Mastercard IncorporatedMA	CL A	57636Q104	0.0%	Sold out−1,100
Olema Pharmaceuticals IncOLMA	COM	68062P106	0.0%	Sold out−16,443
Penumbra IncPEN	COM	70975L107	0.0%	Sold out−12,267
Procter & Gamble CoPG	COM	742718109	0.0%	Sold out−3,900
Qiagen NV	ORD SHARES	N72482156	0.0%	Sold out−243
Shell plcSHEL	SPON ADS	780259305	0.0%	Sold out−7,844
Visa IncV	COM CL A	92826C839	0.0%	Sold out−1,400
Wave Life Sciences Ltd	SHS	Y95308105	0.0%	Sold out−5,261

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096739 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.