Bellevue Group AG Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$4.5T
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARGXARGENX SE | 578,874 | $342.6B | 7.68% | |
| 2 | ISIIONIS PHARMACEUTICALS INC | 7,853,198 | $236.9B | 5.31% | |
| 3 | SYKSTRYKER CORPORATION | 566,597 | $210.9B | 4.73% | |
| 4 | ISRGINTUITIVE SURGICAL INC | 425,746 | $210.9B | 4.72% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 768,147 | $207.4B | 4.65% | |
| 6 | ABTABBOTT LABS | 1,556,129 | $206.4B | 4.63% | |
| 7 | NBIXNEUROCRINE BIOSCIENCES INC | 1,820,000 | $201.3B | 4.51% | |
| 8 | VRTXVERTEX PHARMACEUTICALS INC | 413,071 | $200.3B | 4.49% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 1,951,020 | $196.8B | 4.41% | |
| 10 | RVMDREVOLUTION MEDICINES INC | 4,374,300 | $154.7B | 3.47% | |
| 11 | INCYINCYTE CORP | 2,091,780 | $126.7B | 2.84% | |
| 12 | AGIOAGIOS PHARMACEUTICALS INC | 3,515,150 | $103.0B | 2.31% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 164,742 | $86.3B | 1.93% | |
| 14 | MDTMEDTRONIC PLC | 938,355 | $84.3B | 1.89% | |
| 15 | SRRKSCHOLAR ROCK HLDG CORP | 2,506,890 | $80.6B | 1.81% | |
| 16 | BDXBECTON DICKINSON & CO | 344,311 | $78.9B | 1.77% | |
| 17 | DC4DEXCOM INC | 1,064,108 | $72.7B | 1.63% | |
| 18 | PODDINSULET CORP | 271,286 | $71.2B | 1.60% | |
| 19 | EWEDWARDS LIFESCIENCES CORP | 971,969 | $70.4B | 1.58% | |
| 20 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,071,615 | $55.7B | 1.25% | |
| 21 | PENPENUMBRA INC | 204,517 | $54.7B | 1.23% | |
| 22 | AKROAKERO THERAPEUTICS INC | 1,250,666 | $50.6B | 1.13% | |
| 23 | BHVNBIOHAVEN LTD | 2,040,853 | $49.1B | 1.10% | |
| 24 | BEAMBEAM THERAPEUTICS INC | 2,395,930 | $46.8B | 1.05% | |
| 25 | MRNAMODERNA INC | 1,518,122 | $43.0B | 0.96% | |
| 26 | GEHCGE HEALTHCARE TECHNOLOGIES I | 524,414 | $42.3B | 0.95% | |
| 27 | CITHE CIGNA GROUP | 117,535 | $38.7B | 0.87% | |
| 28 | RMERESMED INC | 165,802 | $37.1B | 0.83% | |
| 29 | IMCRIMMUNOCORE HLDGS PLC | 1,221,794 | $36.3B | 0.81% | |
| 30 | LLYELI LILLY & CO | 43,647 | $36.0B | 0.81% | |
| 31 | WVEWAVE LIFE SCIENCES LTD | 4,094,458 | $33.1B | 0.74% | |
| 32 | ZBHZIMMER BIOMET HOLDINGS INC | 291,346 | $33.0B | 0.74% | |
| 33 | IDXXIDEXX LABS INC | 76,897 | $32.3B | 0.72% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 64,232 | $32.0B | 0.72% | |
| 35 | EWTXEDGEWISE THERAPEUTICS INC | 1,428,929 | $31.4B | 0.70% | |
| 36 | COOCOOPER COS INC | 357,025 | $30.1B | 0.67% | |
| 37 | ABBVABBVIE INC | 135,240 | $28.3B | 0.63% | |
| 38 | VEEVVEEVA SYS INC | 113,250 | $26.2B | 0.59% | |
| 39 | BMRNBIOMARIN PHARMACEUTICAL INC | 368,373 | $26.0B | 0.58% | |
| 40 | DHRDANAHER CORPORATION | 124,321 | $25.5B | 0.57% | |
| 41 | AMGNAMGEN INC | 80,935 | $25.2B | 0.57% | |
| 42 | EXASEXACT SCIENCES CORP | 579,074 | $25.1B | 0.56% | |
| 43 | MOHMOLINA HEALTHCARE INC | 75,895 | $25.0B | 0.56% | |
| 44 | STESTERIS PLC | 109,887 | $24.9B | 0.56% | |
| 45 | GMEDGLOBUS MED INC | 332,336 | $24.3B | 0.55% | |
| 46 | PRCTPROCEPT BIOROBOTICS CORP | 414,923 | $24.2B | 0.54% | |
| 47 | AFWALIGN TECHNOLOGY INC | 150,993 | $24.0B | 0.54% | |
| 48 | HCAHCA HEALTHCARE INC | 61,807 | $21.4B | 0.48% | |
| 49 | MRKMERCK & CO INC | 231,371 | $20.8B | 0.47% | |
| 50 | MCKMCKESSON CORP | 30,580 | $20.6B | 0.46% | |
| 51 | ABGCENCORA INC | 71,360 | $19.8B | 0.44% | |
| 52 | RLAYRELAY THERAPEUTICS INC | 7,377,292 | $19.3B | 0.43% | |
| 53 | REGNREGENERON PHARMACEUTICALS | 28,523 | $18.1B | 0.41% | |
| 54 | EHCENCOMPASS HEALTH CORP | 172,878 | $17.5B | 0.39% | |
| 55 | ELVELEVANCE HEALTH INC | 40,058 | $17.4B | 0.39% | |
| 56 | NTRANATERA INC | 113,219 | $16.0B | 0.36% | |
| 57 | CDNACAREDX INC | 889,003 | $15.8B | 0.35% | |
| 58 | INSPINSPIRE MED SYS INC | 99,027 | $15.8B | 0.35% | |
| 59 | PRVAPRIVIA HEALTH GROUP INC | 697,308 | $15.7B | 0.35% | |
| 60 | BAXBAXTER INTL INC | 456,446 | $15.6B | 0.35% | |
| 61 | HOLXHOLOGIC INC | 247,886 | $15.3B | 0.34% | |
| 62 | BRKRBRUKER CORP | 335,288 | $14.0B | 0.31% | |
| 63 | ESPRESPERION THERAPEUTICS INC NE | 9,694,064 | $14.0B | 0.31% | |
| 64 | THCTENET HEALTHCARE CORP | 94,722 | $12.7B | 0.29% | |
| 65 | MGNXMACROGENICS INC | 9,929,963 | $12.6B | 0.28% | |
| 66 | SIBNSI-BONE INC | 872,991 | $12.2B | 0.27% | |
| 67 | TMDXTRANSMEDICS GROUP INC | 173,710 | $11.7B | 0.26% | |
| 68 | 3M4MASIMO CORP | 69,808 | $11.6B | 0.26% | |
| 69 | NEONEOGENOMICS INC | 1,216,756 | $11.5B | 0.26% | |
| 70 | IM8NINSMED INC | 150,550 | $11.5B | 0.26% | |
| 71 | AXSMAXSOME THERAPEUTICS INC | 96,407 | $11.2B | 0.25% | |
| 72 | JNJJOHNSON & JOHNSON | 67,009 | $11.1B | 0.25% | |
| 73 | IQVIQVIA HLDGS INC | 61,068 | $10.8B | 0.24% | |
| 74 | ANNXANNEXON INC | 5,157,290 | $10.0B | 0.22% | |
| 75 | ONCBEIGENE LTD | 35,329 | $9.6B | 0.22% | |
| 76 | PHRPHREESIA INC | 376,163 | $9.6B | 0.22% | |
| 77 | SRPTSAREPTA THERAPEUTICS INC | 149,113 | $9.5B | 0.21% | |
| 78 | HUMHUMANA INC | 28,298 | $7.5B | 0.17% | |
| 79 | LHLABCORP HOLDINGS INC | 28,141 | $6.5B | 0.15% | |
| 80 | GILDGILEAD SCIENCES INC | 55,022 | $6.2B | 0.14% | |
| 81 | CSTLCASTLE BIOSCIENCES INC | 301,103 | $6.0B | 0.14% | |
| 82 | EVHEVOLENT HEALTH INC | 614,337 | $5.8B | 0.13% | |
| 83 | GKOSGLAUKOS CORP | 55,926 | $5.5B | 0.12% | |
| 84 | WAYWAYSTAR HLDG CORP | 144,426 | $5.4B | 0.12% | |
| 85 | ALTALTIMMUNE INC | 1,056,793 | $5.3B | 0.12% | |
| 86 | CNCCENTENE CORP DEL | 86,218 | $5.2B | 0.12% | |
| 87 | BUWABIO RAD LABS INC | 21,476 | $5.2B | 0.12% | |
| 88 | ASTHASTRANA HEALTH INC | 163,155 | $5.1B | 0.11% | |
| 89 | BTSGBRIGHTSPRING HEALTH SVCS INC | 241,749 | $4.4B | 0.10% | |
| 90 | BDTXBLACK DIAMOND THERAPEUTICS I | 2,733,547 | $4.2B | 0.09% | |
| 91 | VRNAVERONA PHARMA PLC | 61,261 | $3.9B | 0.09% | |
| 92 | GPCRSTRUCTURE THERAPEUTICS INC | 221,715 | $3.8B | 0.09% | |
| 93 | KMTSKESTRA MED TECHNOLOGIES LTD | 133,761 | $3.3B | 0.07% | |
| 94 | SPYSPDR S&P 500 ETF TR | 5,660 | $3.2B | 0.07% | |
| 95 | LEGNLEGEND BIOTECH CORP | 91,191 | $3.1B | 0.07% | |
| 96 | PFEPFIZER INC | 120,746 | $3.1B | 0.07% | |
| 97 | AZNASTRAZENECA PLC | 40,000 | $2.9B | 0.07% | |
| 98 | CAHCARDINAL HEALTH INC | 20,776 | $2.9B | 0.06% | |
| 99 | ILMNILLUMINA INC | 27,624 | $2.2B | 0.05% | |
| 100 | CVSCVS HEALTH CORP | 31,755 | $2.2B | 0.05% |
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