Bellevue Group AG Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.8T
Holdings
148
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISIIONIS PHARMACEUTICALS INC | 6,244,451 | $408.5B | 8.49% | |
| 2 | ARGXARGENX SE | 546,328 | $402.9B | 8.37% | |
| 3 | RVMDREVOLUTION MEDICINES INC | 5,573,838 | $260.3B | 5.41% | |
| 4 | NBIXNEUROCRINE BIOSCIENCES INC | 1,763,105 | $247.5B | 5.14% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 446,524 | $203.6B | 4.23% | |
| 6 | VRTXVERTEX PHARMACEUTICALS INC | 505,805 | $198.1B | 4.12% | |
| 7 | ABTABBOTT LABS | 1,478,563 | $198.0B | 4.11% | |
| 8 | SYKSTRYKER CORPORATION | 451,096 | $166.8B | 3.46% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 1,659,849 | $162.1B | 3.37% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 348,626 | $155.9B | 3.24% | |
| 11 | AGIOAGIOS PHARMACEUTICALS INC | 3,714,736 | $149.1B | 3.10% | |
| 12 | INCYINCYTE CORP | 1,440,686 | $122.2B | 2.54% | |
| 13 | SRRKSCHOLAR ROCK HLDG CORP | 3,244,537 | $120.8B | 2.51% | |
| 14 | AKROAKERO THERAPEUTICS INC | 2,389,314 | $113.4B | 2.36% | |
| 15 | IMCRIMMUNOCORE HLDGS PLC | 2,796,803 | $101.6B | 2.11% | |
| 16 | RNAAVIDITY BIOSCIENCES INC | 2,152,862 | $93.8B | 1.95% | |
| 17 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,557,669 | $92.0B | 1.91% | |
| 18 | MDTMEDTRONIC PLC | 759,861 | $72.4B | 1.50% | |
| 19 | BEAMBEAM THERAPEUTICS INC | 2,889,288 | $70.1B | 1.46% | |
| 20 | EWEDWARDS LIFESCIENCES CORP | 896,633 | $69.7B | 1.45% | |
| 21 | PODDINSULET CORP | 212,005 | $65.5B | 1.36% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 170,057 | $58.7B | 1.22% | |
| 23 | BDXBECTON DICKINSON & CO | 296,894 | $55.6B | 1.15% | |
| 24 | DC4DEXCOM INC | 786,118 | $52.9B | 1.10% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 106,185 | $51.5B | 1.07% | |
| 26 | IDXXIDEXX LABS INC | 76,587 | $48.9B | 1.02% | |
| 27 | RMERESMED INC | 164,834 | $45.1B | 0.94% | |
| 28 | EWTXEDGEWISE THERAPEUTICS INC | 2,775,997 | $45.0B | 0.94% | |
| 29 | RLAYRELAY THERAPEUTICS INC | 8,345,610 | $43.6B | 0.91% | |
| 30 | BHVNBIOHAVEN LTD | 2,802,853 | $42.1B | 0.87% | |
| 31 | ABBVABBVIE INC | 170,870 | $39.6B | 0.82% | |
| 32 | PENPENUMBRA INC | 146,895 | $37.2B | 0.77% | |
| 33 | CITHE CIGNA GROUP | 122,486 | $35.3B | 0.73% | |
| 34 | GEHCGE HEALTHCARE TECHNOLOGIES I | 463,063 | $34.8B | 0.72% | |
| 35 | ELVELEVANCE HEALTH INC FORMERLY | 104,971 | $33.9B | 0.70% | |
| 36 | DHRDANAHER CORPORATION | 163,876 | $32.5B | 0.68% | |
| 37 | LLYELI LILLY & CO | 40,514 | $30.9B | 0.64% | |
| 38 | WVEWAVE LIFE SCIENCES LTD | 4,094,458 | $30.0B | 0.62% | |
| 39 | MCKMCKESSON CORP | 37,957 | $29.3B | 0.61% | |
| 40 | STESTERIS PLC | 118,112 | $29.2B | 0.61% | |
| 41 | VEEVVEEVA SYS INC | 97,506 | $29.0B | 0.60% | |
| 42 | HCAHCA HEALTHCARE INC | 65,607 | $28.0B | 0.58% | |
| 43 | ZBHZIMMER BIOMET HOLDINGS INC | 245,202 | $24.2B | 0.50% | |
| 44 | COOCOOPER COS INC | 292,265 | $20.0B | 0.42% | |
| 45 | HUMHUMANA INC | 76,310 | $19.9B | 0.41% | |
| 46 | GMEDGLOBUS MED INC | 326,867 | $18.7B | 0.39% | |
| 47 | AFWALIGN TECHNOLOGY INC | 144,676 | $18.1B | 0.38% | |
| 48 | MOHMOLINA HEALTHCARE INC | 90,985 | $17.4B | 0.36% | |
| 49 | HOLXHOLOGIC INC | 247,886 | $16.7B | 0.35% | |
| 50 | MGNXMACROGENICS INC | 9,919,992 | $16.7B | 0.35% | |
| 51 | PRVAPRIVIA HEALTH GROUP INC | 666,177 | $16.6B | 0.34% | |
| 52 | PRCTPROCEPT BIOROBOTICS CORP | 463,404 | $16.5B | 0.34% | |
| 53 | ANNXANNEXON INC | 5,157,290 | $15.7B | 0.33% | |
| 54 | EHCENCOMPASS HEALTH CORP | 122,958 | $15.6B | 0.32% | |
| 55 | NTRANATERA INC | 91,818 | $14.8B | 0.31% | |
| 56 | 3M4MASIMO CORP | 96,968 | $14.3B | 0.30% | |
| 57 | JNJJOHNSON & JOHNSON | 74,807 | $13.9B | 0.29% | |
| 58 | EXASEXACT SCIENCES CORP | 252,701 | $13.8B | 0.29% | |
| 59 | TMDXTRANSMEDICS GROUP INC | 116,968 | $13.1B | 0.27% | |
| 60 | ONCBEONE MEDICINES LTD | 33,797 | $11.5B | 0.24% | |
| 61 | CNCCENTENE CORP DEL | 281,949 | $10.1B | 0.21% | |
| 62 | IQVIQVIA HLDGS INC | 52,898 | $10.0B | 0.21% | |
| 63 | GPCRSTRUCTURE THERAPEUTICS INC | 315,857 | $8.8B | 0.18% | |
| 64 | TEVATEVA PHARMACEUTICAL INDS LTD | 424,056 | $8.6B | 0.18% | |
| 65 | REGNREGENERON PHARMACEUTICALS | 15,057 | $8.5B | 0.18% | |
| 66 | CDNACAREDX INC | 572,956 | $8.3B | 0.17% | |
| 67 | THCTENET HEALTHCARE CORP | 40,372 | $8.2B | 0.17% | |
| 68 | PHRPHREESIA INC | 313,057 | $7.4B | 0.15% | |
| 69 | AXSMAXSOME THERAPEUTICS INC | 52,335 | $6.4B | 0.13% | |
| 70 | DGXQUEST DIAGNOSTICS INC | 33,015 | $6.3B | 0.13% | |
| 71 | BTSGBRIGHTSPRING HEALTH SVCS INC | 190,524 | $5.6B | 0.12% | |
| 72 | OMDAOMADA HEALTH INC | 251,791 | $5.6B | 0.12% | |
| 73 | GILDGILEAD SCIENCES INC | 49,893 | $5.5B | 0.12% | |
| 74 | BMRNBIOMARIN PHARMACEUTICAL INC | 101,033 | $5.5B | 0.11% | |
| 75 | ASNDASCENDIS PHARMA A/S | 24,903 | $5.0B | 0.10% | |
| 76 | WAYWAYSTAR HLDG CORP | 129,913 | $4.9B | 0.10% | |
| 77 | GKOSGLAUKOS CORP | 55,926 | $4.6B | 0.09% | |
| 78 | SIBNSI-BONE INC | 298,857 | $4.4B | 0.09% | |
| 79 | INSPINSPIRE MED SYS INC | 58,648 | $4.4B | 0.09% | |
| 80 | LHLABCORP HOLDINGS INC | 15,065 | $4.3B | 0.09% | |
| 81 | ICLRICON PLC | 24,247 | $4.2B | 0.09% | |
| 82 | AMGNAMGEN INC | 14,988 | $4.2B | 0.09% | |
| 83 | CVSCVS HEALTH CORP | 51,199 | $3.9B | 0.08% | |
| 84 | TXG10X GENOMICS INC | 313,836 | $3.7B | 0.08% | |
| 85 | BNTXBIONTECH SE | 33,955 | $3.3B | 0.07% | |
| 86 | KMTSKESTRA MED TECHNOLOGIES LTD | 128,711 | $3.1B | 0.06% | |
| 87 | IM8NINSMED INC | 20,251 | $2.9B | 0.06% | |
| 88 | MRKMERCK & CO INC | 34,739 | $2.9B | 0.06% | |
| 89 | NEONEOGENOMICS INC | 370,198 | $2.9B | 0.06% | |
| 90 | LEGNLEGEND BIOTECH CORP | 84,976 | $2.8B | 0.06% | |
| 91 | AZNASTRAZENECA PLC | 35,644 | $2.7B | 0.06% | |
| 92 | CAHCARDINAL HEALTH INC | 16,268 | $2.6B | 0.05% | |
| 93 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 168,476 | $2.5B | 0.05% | |
| 94 | ILMNILLUMINA INC | 23,797 | $2.3B | 0.05% | |
| 95 | BMYBRISTOL-MYERS SQUIBB CO | 47,613 | $2.1B | 0.04% | |
| 96 | SPYSPDR S&P 500 ETF TR | 3,100 | $2.1B | 0.04% | |
| 97 | VKTXVIKING THERAPEUTICS INC | 76,082 | $2.0B | 0.04% | |
| 98 | BAXBAXTER INTL INC | 68,084 | $1.6B | 0.03% | |
| 99 | ABGCENCORA INC | 4,850 | $1.5B | 0.03% | |
| 100 | GDXVANECK ETF TRUST | 18,500 | $1.4B | 0.03% |
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