Bellevue Group AG
Net buyer this quarter
$4.75B
147
+$33M
42.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMGN | $308M | 6.49% | 0.16% | +188.3% | Q1 2016 |
 VRTX | $287M | 6.05% | 0.23% | -15.1% | Q1 2016 |
 ARGX | $279M | 5.88% | 0.49% | -3.8% | Q4 2018 |
 GILD | $273M | 5.74% | 0.17% | +84.5% | Q1 2016 |
 RVMD | $196M | 4.13% | 0.49% | -32.1% | Q4 2020 |
 ORKA | $158M | 3.32% | 2.71% | +226.9% | Q1 2026 |
 INSM | $149M | 3.13% | 0.64% | +13787.0% | Q1 2018 |
 SRRK | $135M | 2.83% | 2.01% | -31.7% | Q2 2019 |
| NUVL | $130M | 2.74% | 33.66% | Not reported | Q4 2025 |
 VRDN | $124M | 2.60% | 5.94% | +0.1% | Q2 2022 |
 RLAY | $116M | 2.44% | 2.83% | -20.6% | Q3 2020 |
 PCVX | $115M | 2.41% | 1.36% | +65.6% | Q2 2023 |
 UTHR | $102M | 2.15% | 0.44% | +8976.3% | Q1 2016 |
 ISRG | $101M | 2.13% | 0.07% | -11.1% | Q1 2016 |
 REGN | $98.1M | 2.06% | 0.17% | -43.6% | Q1 2016 |
| CRNX | $98M | 2.06% | 2.48% | -20.1% | Q4 2025 |
 BBIO | $88.6M | 1.86% | 0.61% | +4587.3% | Q1 2023 |
 IMCR | $88.5M | 1.86% | 5.42% | -0.3% | Q3 2023 |
 ABT | $85.9M | 1.81% | 0.05% | -17.8% | Q1 2016 |
 SYK | $84.5M | 1.78% | 0.07% | +23.6% | Q1 2016 |
 MDT | $77.8M | 1.64% | 0.08% | +3.9% | Q1 2016 |
 IONS | $77.1M | 1.62% | 0.59% | -46.5% | Q1 2016 |
 ELVN | $75.6M | 1.59% | 2.03% | -35.8% | Q1 2026 |
 VERA | $73.4M | 1.54% | 2.38% | 0.0% | Q4 2025 |
 JBIO | $67.9M | 1.43% | 4.81% | -12.7% | Q4 2025 |
 EW | $66.9M | 1.41% | 0.13% | -11.9% | Q1 2016 |
 RARE | $66.2M | 1.39% | 2.01% | -16.7% | Q1 2016 |
 UNH | $62M | 1.30% | 0.02% | +0.6% | Q1 2016 |
 DXCM | $55.4M | 1.17% | 0.22% | +4.3% | Q1 2016 |
 CLDX | $44.7M | 0.94% | 1.53% | Not reported | Q1 2016 |
 AVLN | $44.4M | 0.94% | 3.05% | New | Q2 2026 |
 DMRA | $42.1M | 0.89% | 2.62% | -29.6% | Q1 2026 |
 IRON | $41M | 0.86% | 1.46% | +21.9% | Q1 2026 |
 TMO | $40M | 0.84% | 0.02% | +23.9% | Q1 2016 |
 BSX | $37.9M | 0.80% | 0.06% | -39.5% | Q1 2016 |
 LLY | $35.8M | 0.75% | 0.00% | -11.9% | Q1 2016 |
 CGON | $35.1M | 0.74% | 0.56% | Not reported | Q4 2025 |
 IDXX | $32.5M | 0.68% | 0.08% | -30.7% | Q2 2018 |
 RMD | $28.9M | 0.61% | 0.10% | -7.0% | Q1 2016 |
 KRYS | $28.8M | 0.61% | 0.26% | -83.9% | Q4 2021 |
 GLUE | $28.8M | 0.61% | 1.40% | -4.8% | Q1 2026 |
 DHR | $27.4M | 0.58% | 0.02% | -28.9% | Q4 2016 |
 JNJ | $26.2M | 0.55% | 0.00% | -13.3% | Q1 2016 |
 SPTX | $23.9M | 0.50% | 2.05% | New | Q2 2026 |
 PVLA | $23.7M | 0.50% | 1.08% | New | Q2 2026 |
 ALGN | $23.6M | 0.50% | 0.20% | Not reported | Q1 2017 |
 ANNX | $23.4M | 0.49% | 2.75% | -20.5% | Q1 2024 |
 HUM | $23.2M | 0.49% | 0.05% | -9.5% | Q1 2016 |
 ELV | $21.8M | 0.46% | 0.03% | +7.5% | Q1 2016 |
 TNGX | $21.7M | 0.46% | 0.41% | -71.1% | Q4 2025 |
| Q1 2026 | |||||
| VRTX | $304M | 7.25% | 0.27% | +0.1% | Q1 2016 |
| ARGX | $229M | 5.44% | 0.51% | -32.2% | Q4 2018 |
| REGN | $215M | 5.12% | 0.30% | +1900.8% | Q1 2016 |
| SRRK | $176M | 4.19% | 3.01% | -11.6% | Q2 2019 |
| GILD | $163M | 3.88% | 0.09% | +2117.7% | Q1 2016 |
| RVMD | $150M | 3.57% | 0.77% | -69.2% | Q4 2020 |
| IONS | $137M | 3.25% | 1.10% | -62.1% | Q1 2016 |
| ISRG | $132M | 3.14% | 0.08% | -11.0% | Q1 2016 |
| VRDN | $132M | 3.13% | 6.56% | +54.3% | Q2 2022 |
| KRYS | $124M | 2.96% | 1.64% | +17.4% | Q4 2021 |
| CRNX | $119M | 2.84% | 3.11% | +81088.1% | Q4 2025 |
| ABT | $118M | 2.81% | 0.07% | -12.6% | Q1 2016 |
| NUVL | $108M | 2.57% | 33.66% | +1.5% | Q4 2025 |
| AMGN | $104M | 2.47% | 0.05% | +1497.5% | Q1 2016 |
| BSX | $92M | 2.19% | 0.10% | -5.9% | Q1 2016 |
| ELVN | $91M | 2.17% | 3.81% | New | Q1 2026 |
| IMCR | $84.3M | 2.01% | 5.50% | Not reported | Q3 2023 |
| MDT | $83M | 1.97% | 0.07% | +24.9% | Q1 2016 |
 ALNY | $77.6M | 1.85% | 0.18% | -47.4% | Q1 2016 |
| RLAY | $77.6M | 1.85% | 4.12% | -6.6% | Q3 2020 |
| SYK | $71.4M | 1.70% | 0.06% | -39.8% | Q1 2016 |
| PCVX | $69.2M | 1.65% | 0.83% | Not reported | Q2 2023 |
| VERA | $68.8M | 1.64% | 2.68% | +0.7% | Q4 2025 |
| EW | $67.2M | 1.60% | 0.15% | -19.5% | Q1 2016 |
| DMRA | $59.5M | 1.42% | 3.81% | New | Q1 2026 |
| TNGX | $50.2M | 1.19% | 1.66% | -38.9% | Q4 2025 |
| IDXX | $50.1M | 1.19% | 0.11% | -5.7% | Q2 2018 |
| RARE | $49.9M | 1.19% | 2.42% | +92148.1% | Q1 2016 |
| DXCM | $49.5M | 1.18% | 0.20% | -6.9% | Q1 2016 |
| JBIO | $49.2M | 1.17% | 7.10% | +4.8% | Q4 2025 |
 EWTX | $48.1M | 1.15% | 1.42% | Not reported | Q2 2024 |
| UNH | $40.1M | 0.95% | 0.02% | -15.4% | Q1 2016 |
| DHR | $38.3M | 0.91% | 0.03% | +3.9% | Q4 2016 |
| CLDX | $38.1M | 0.91% | 1.80% | -66.8% | Q1 2016 |
| RMD | $35.8M | 0.85% | 0.11% | -1.2% | Q1 2016 |
 PODD | $34.3M | 0.82% | 0.23% | -12.3% | Q1 2016 |
| TMO | $31.7M | 0.75% | 0.02% | -1.0% | Q1 2016 |
| LLY | $31.2M | 0.74% | 0.00% | -0.2% | Q1 2016 |
 GEHC | $29.7M | 0.71% | 0.09% | -1.8% | Q3 2023 |
| IRON | $29.4M | 0.70% | 1.20% | New | Q1 2026 |
| JNJ | $29.1M | 0.69% | 0.00% | -6.1% | Q1 2016 |
| ANNX | $28.6M | 0.68% | 3.45% | Not reported | Q1 2024 |
 CI | $26.2M | 0.62% | 0.04% | -10.7% | Q1 2016 |
| ORKA | $24.9M | 0.59% | 1.01% | New | Q1 2026 |
 MRK | $24.9M | 0.59% | 0.01% | +124.3% | Q1 2016 |
| ALGN | $23.9M | 0.57% | 0.20% | -1.3% | Q1 2017 |
 STE | $22.1M | 0.53% | 0.10% | -1.8% | Q1 2024 |
 GMED | $21.3M | 0.51% | 0.18% | -5.9% | Q1 2016 |
| GLUE | $20.6M | 0.49% | 1.48% | New | Q1 2026 |
 ABBV | $20.3M | 0.48% | 0.01% | -30.6% | Q1 2016 |
| Q4 2025 | |||||
| RVMD | $399M | 7.56% | 2.54% | -10.2% | Q4 2020 |
| ARGX | $388M | 7.36% | 0.75% | -15.5% | Q4 2018 |
| IONS | $380M | 7.20% | 2.94% | -23.1% | Q1 2016 |
| VRTX | $309M | 5.85% | 0.27% | +34.7% | Q1 2016 |
 NBIX | $242M | 4.58% | 1.70% | -3.4% | Q1 2016 |
| RNAM | $190M | 3.60% | 1.74% | +22.2% | Q3 2025 |
| ISRG | $182M | 3.46% | 0.09% | -7.6% | Q1 2016 |
| SRRK | $179M | 3.39% | 3.74% | +25.0% | Q2 2019 |
| ALNY | $177M | 3.36% | 0.34% | -0.1% | Q1 2016 |
| ABT | $165M | 3.13% | 0.08% | -10.9% | Q1 2016 |
| FOLD | $153M | 2.90% | 3.45% | Not reported | Q1 2019 |
| BSX | $149M | 2.82% | 0.11% | -6.0% | Q1 2016 |
| VRDN | $136M | 2.57% | 4.28% | Not reported | Q2 2022 |
| SYK | $127M | 2.40% | 0.09% | -20.1% | Q1 2016 |
| NUVL | $104M | 1.98% | 33.15% | New | Q4 2025 |
| KRYS | $101M | 1.92% | 1.41% | +31174.6% | Q4 2021 |
| CLDX | $98.3M | 1.86% | 5.44% | +1.7% | Q1 2016 |
| IMCR | $97.1M | 1.84% | 5.52% | Not reported | Q3 2023 |
| EW | $88.9M | 1.69% | 0.18% | +16.3% | Q1 2016 |
| VERA | $86M | 1.63% | 2.66% | New | Q4 2025 |
| MDT | $73.6M | 1.40% | 0.06% | +0.9% | Q1 2016 |
| RLAY | $70.6M | 1.34% | 4.80% | 0.0% | Q3 2020 |
| IDXX | $64M | 1.21% | 0.12% | +23.4% | Q2 2018 |
| UNH | $57.8M | 1.10% | 0.02% | +3.0% | Q1 2016 |
| DXCM | $56.2M | 1.07% | 0.22% | +7.8% | Q1 2016 |
| PODD | $53.1M | 1.01% | 0.27% | -11.9% | Q1 2016 |
 BDX | $51.6M | 0.98% | 0.09% | -10.5% | Q1 2016 |
| JBIO | $51.6M | 0.98% | 6.77% | New | Q4 2025 |
| DHR | $44.6M | 0.84% | 0.03% | +18.8% | Q4 2016 |
 PEN | $42.1M | 0.80% | 0.35% | -7.8% | Q1 2016 |
| RMD | $38.8M | 0.74% | 0.11% | -2.2% | Q1 2016 |
| EWTX | $37.9M | 0.72% | 1.44% | -44.9% | Q2 2024 |
| TMO | $37.7M | 0.71% | 0.02% | -38.7% | Q1 2016 |
 MAZE | $36.8M | 0.70% | 1.80% | New | Q4 2025 |
| LLY | $36.5M | 0.69% | 0.00% | -16.1% | Q1 2016 |
| GEHC | $34.8M | 0.66% | 0.09% | -8.3% | Q3 2023 |
| TNGX | $34.8M | 0.66% | 2.89% | New | Q4 2025 |
| ABBV | $30.8M | 0.58% | 0.01% | -21.1% | Q1 2016 |
| CI | $30.3M | 0.57% | 0.04% | -10.2% | Q1 2016 |
 GKOS | $29.6M | 0.56% | 0.46% | +368.4% | Q4 2016 |
| JNJ | $26.2M | 0.50% | 0.01% | +69.5% | Q1 2016 |
| ANNX | $25.9M | 0.49% | 3.45% | Not reported | Q1 2024 |
| STE | $25.8M | 0.49% | 0.10% | -13.9% | Q1 2024 |
 WVE | $25.3M | 0.48% | 0.79% | -63.6% | Q2 2019 |
| ELV | $24.4M | 0.46% | 0.03% | -33.7% | Q1 2016 |
 COO | $23.9M | 0.45% | 0.15% | -0.1% | Q1 2016 |
| GMED | $22.9M | 0.43% | 0.20% | -19.6% | Q1 2016 |
| ALGN | $22.1M | 0.42% | 0.20% | -2.2% | Q1 2017 |
 ZBH | $21.5M | 0.41% | 0.12% | -2.7% | Q1 2016 |
 MCK | $20.6M | 0.39% | 0.02% | -33.9% | Q1 2016 |
| Q3 2025 | |||||
| IONS | $409M | 8.49% | 3.88% | -20.5% | Q1 2016 |
| ARGX | $403M | 8.37% | 0.90% | -4.3% | Q4 2018 |
| RVMD | $260M | 5.41% | 2.94% | +21.7% | Q4 2020 |
| NBIX | $248M | 5.14% | 1.77% | -3.1% | Q1 2016 |
| ALNY | $204M | 4.23% | 0.34% | -34.0% | Q1 2016 |
| VRTX | $198M | 4.12% | 0.20% | +14.5% | Q1 2016 |
| ABT | $198M | 4.11% | 0.09% | -5.5% | Q1 2016 |
| SYK | $167M | 3.46% | 0.12% | -15.7% | Q1 2016 |
| BSX | $162M | 3.37% | 0.11% | -6.0% | Q1 2016 |
| ISRG | $156M | 3.24% | 0.10% | -8.0% | Q1 2016 |
 AGIO | $149M | 3.10% | 6.37% | +3.5% | Q1 2016 |
 INCY | $122M | 2.54% | 0.73% | -8.3% | Q1 2016 |
| SRRK | $121M | 2.51% | 3.27% | +10.1% | Q2 2019 |
| AKRO | $113M | 2.36% | 2.98% | +20.4% | Q3 2022 |
| IMCR | $102M | 2.11% | 5.54% | +14.5% | Q3 2023 |
| RNAM | $93.8M | 1.95% | 1.47% | New | Q3 2025 |
| CLDX | $92M | 1.91% | 5.35% | +7.6% | Q1 2016 |
| MDT | $72.4M | 1.50% | 0.06% | -17.5% | Q1 2016 |
 BEAM | $70.1M | 1.46% | 2.85% | Not reported | Q4 2020 |
| EW | $69.7M | 1.45% | 0.15% | +0.9% | Q1 2016 |
| PODD | $65.5M | 1.36% | 0.30% | -3.2% | Q1 2016 |
| UNH | $58.7M | 1.22% | 0.02% | +19.5% | Q1 2016 |
| BDX | $55.6M | 1.15% | 0.10% | -6.3% | Q1 2016 |
| DXCM | $52.9M | 1.10% | 0.20% | -8.7% | Q1 2016 |
| TMO | $51.5M | 1.07% | 0.03% | -6.5% | Q1 2016 |
| IDXX | $48.9M | 1.02% | 0.10% | +0.1% | Q2 2018 |
| RMD | $45.1M | 0.94% | 0.11% | -0.6% | Q1 2016 |
| EWTX | $45M | 0.94% | 2.62% | Not reported | Q2 2024 |
| RLAY | $43.6M | 0.91% | 4.83% | +1.4% | Q3 2020 |
 BHVN | $42.1M | 0.87% | 2.65% | Not reported | Q4 2019 |
| ABBV | $39.6M | 0.82% | 0.01% | +7.0% | Q1 2016 |
| PEN | $37.2M | 0.77% | 0.38% | -15.6% | Q1 2016 |
| CI | $35.3M | 0.73% | 0.05% | +10.6% | Q1 2016 |
| GEHC | $34.8M | 0.72% | 0.10% | -10.2% | Q3 2023 |
| ELV | $33.9M | 0.70% | 0.05% | +27.9% | Q1 2016 |
| DHR | $32.5M | 0.68% | 0.02% | +19.8% | Q4 2016 |
| LLY | $30.9M | 0.64% | 0.00% | -1.0% | Q1 2016 |
| WVE | $30M | 0.62% | 2.55% | Not reported | Q2 2019 |
| MCK | $29.3M | 0.61% | 0.03% | -6.2% | Q1 2016 |
| STE | $29.2M | 0.61% | 0.12% | +7.5% | Q1 2024 |
 VEEV | $29M | 0.60% | 0.06% | -14.0% | Q2 2018 |
 HCA | $28M | 0.58% | 0.03% | -33.8% | Q1 2016 |
| ZBH | $24.2M | 0.50% | 0.12% | -8.4% | Q1 2016 |
| COO | $20M | 0.42% | 0.15% | -17.9% | Q1 2016 |
| HUM | $19.9M | 0.41% | 0.06% | +55.3% | Q1 2016 |
| GMED | $18.7M | 0.39% | 0.24% | -1.7% | Q1 2016 |
| ALGN | $18.1M | 0.38% | 0.20% | -4.1% | Q1 2017 |
 MOH | $17.4M | 0.36% | 0.18% | +22.9% | Q3 2016 |
| HOLX | $16.7M | 0.35% | 0.11% | Not reported | Q1 2016 |
 MGNX | $16.7M | 0.35% | 15.68% | Not reported | Q1 2016 |