Investor
Bellevue Group AG
CIK 0001674546 · filed 2026-05-15 · SEC filing
13F book
$4.2B
Positions
155
19 new · 40 sold
Largest name
7.2%
Vertex Pharmaceuticals Inc
Est. mark
−$250.7M
Price effect on 136 names still held. Flow −$824.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vertex Pharmaceuticals Inc | — | 681.9K | $304.5M | 7.2% | −$4.65M | Added−$4.29M |
| Argenx SE | ARGX | 313K | $228.6M | 5.4% | −$34.6M | Cut−$159.8M |
| Regeneron Pharmaceuticals, Inc. | REGN | 278.7K | $215.3M | 5.1% | $10.7K | Added$204.6M |
| Scholar Rock Hldg Corp | — | 3.58M | $176.2M | 4.2% | $18.3M | Cut−$2.48M |
| Gilead Sciences, Inc. | GILD | 1.17M | $163M | 3.9% | $877.3K | Added$156.6M |
| Revolution Medicines Inc | — | 1.54M | $150.2M | 3.6% | $27.2M | Cut−$248.5M |
| Ionis Pharmaceuticals Inc | IONS | 1.82M | $136.6M | 3.3% | −$7.31M | Cut−$243.3M |
| Intuitive Surgical Inc | ISRG | 286.7K | $132.1M | 3.1% | −$30.2M | Cut−$50.2M |
| Viridian Therapeutics Inc | — | 6.73M | $131.6M | 3.1% | −$50.4M | Added−$4.07M |
| Krystal Biotech, Inc. | KRYS | 481.8K | $124.5M | 3.0% | $4.83M | Added$23.3M |
| Crinetics Pharmaceuticals In | — | 3.28M | $119.1M | 2.8% | −$41.3K | Added$118.9M |
| Abbott Labs | ABT | 1.15M | $118.2M | 2.8% | −$26M | Cut−$46.8M |
| Nuvalent Inc | — | 1.05M | $107.9M | 2.6% | $1.93M | Added$3.55M |
| Amgen Inc | AMGN | 295.4K | $103.9M | 2.5% | $453.7K | Added$97.9M |
| Boston Scientific Corp | BSX | 1.47M | $92M | 2.2% | −$47.8M | Cut−$56.7M |
| Enliven Therapeutics, Inc. | ELVN | 2.32M | $91M | 2.2% | — | New |
| Immunocore Hldgs Plc | — | 2.8M | $84.3M | 2.0% | −$12.8M | Held |
| Medtronic Plc | MDT | 957.3K | $83M | 2.0% | −$7.21M | Added$9.31M |
| Alnylam Pharmaceuticals, Inc. | ALNY | 234.5K | $77.6M | 1.8% | −$15.7M | Cut−$99.7M |
| Relay Therapeutics, Inc. | RLAY | 7.8M | $77.6M | 1.8% | $11.6M | Cut$6.96M |
| Stryker Corp | SYK | 217.2K | $71.4M | 1.7% | −$4.97M | Cut−$55.4M |
| Vaxcyte, Inc. | PCVX | 1.19M | $69.2M | 1.6% | — | New |
| Vera Therapeutics, Inc. | VERA | 1.71M | $68.8M | 1.6% | −$17.7M | Added−$17.2M |
| Edwards Lifesciences Corp | EW | 839.5K | $67.2M | 1.6% | −$4.34M | Cut−$21.7M |
| Galecto Inc | DMRA | 2.3M | $59.5M | 1.4% | — | New |
| Tango Therapeutics, Inc. | TNGX | 2.4M | $50.2M | 1.2% | $28.9M | Cut$15.4M |
| Idexx Labs Inc | — | 89.1K | $50.1M | 1.2% | −$10.2M | Cut−$13.9M |
| Ultragenyx Pharmaceutical In | — | 2.38M | $49.9M | 1.2% | −$5.29K | Added$49.8M |
| Dexcom Inc | DXCM | 788.8K | $49.5M | 1.2% | −$2.82M | Cut−$6.71M |
| Jade Biosciences, Inc. | JBIO | 3.5M | $49.2M | 1.2% | −$4.61M | Added−$2.36M |
| Edgewise Therapeutics, Inc. | EWTX | 1.53M | $48.1M | 1.1% | $10.2M | Held |
| Unitedhealth Group Inc | UNH | 148.2K | $40.1M | 1.0% | −$8.82M | Cut−$17.7M |
| Danaher Corporation | — | 202.2K | $38.3M | 0.9% | −$7.65M | Added−$6.23M |
| Celldex Therapeutics Inc New | — | 1.2M | $38.1M | 0.9% | $5.47M | Cut−$60.2M |
| Resmed Inc | — | 159.3K | $35.8M | 0.9% | −$2.61M | Cut−$3.06M |
| Insulet Corp | PODD | 163.7K | $34.3M | 0.8% | −$12.2M | Cut−$18.7M |
| Thermo Fisher Scientific Inc. | TMO | 64.4K | $31.7M | 0.8% | −$5.66M | Cut−$6.05M |
| Eli Lilly & Co | LLY | 33.9K | $31.2M | 0.7% | −$5.26M | Cut−$5.33M |
| Ge Healthcare Technologies I | — | 416.9K | $29.7M | 0.7% | −$4.52M | Cut−$5.14M |
| Disc Medicine, Inc. | IRON | 459.3K | $29.4M | 0.7% | — | New |
| Johnson & Johnson | JNJ | 119.1K | $29.1M | 0.7% | $4.47M | Cut$2.87M |
| Annexon, Inc. | ANNX | 5.16M | $28.6M | 0.7% | $2.68M | Held |
| Cigna Group | CI | 98.3K | $26.2M | 0.6% | −$833.3K | Cut−$4.07M |
| Oruka Therapeutics, Inc. | ORKA | 507K | $24.9M | 0.6% | — | New |
| Merck & Co., Inc. | MRK | 206.6K | $24.9M | 0.6% | $1.38M | Added$15.2M |
| Align Technology Inc | ALGN | 139.7K | $23.9M | 0.6% | $2.13M | Cut$1.85M |
| STERIS plc | STE | 99.9K | $22.1M | 0.5% | −$3.24M | Cut−$3.7M |
| Globus Med Inc | — | 247.3K | $21.3M | 0.5% | −$284.4K | Cut−$1.63M |
| Monte Rosa Therapeutics, Inc. | GLUE | 1.25M | $20.6M | 0.5% | — | New |
| AbbVie Inc. | ABBV | 93.6K | $20.3M | 0.5% | −$1.03M | Cut−$10.5M |
| Cooper Cos Inc | — | 272.2K | $19.5M | 0.5% | −$2.85M | Cut−$4.47M |
| Mckesson Corp | MCK | 22.4K | $19.3M | 0.5% | $1.01M | Cut−$1.25M |
| Becton Dickinson & Co | BDX | 121.9K | $19.2M | 0.5% | −$4.49M | Cut−$32.4M |
| HCA Healthcare, Inc. | HCA | 37.8K | $17.9M | 0.4% | $240.9K | Cut−$2.63M |
| Glaukos Corp | GKOS | 145.7K | $15.7M | 0.4% | −$764.9K | Cut−$13.9M |
| Elevance Health Inc Formerly | — | 52.5K | $15.4M | 0.4% | −$3.04M | Cut−$9.04M |
| Zimmer Biomet Holdings, Inc. | ZBH | 155.6K | $14.1M | 0.3% | $77.8K | Cut−$7.4M |
| Procept Biorobotics Corp | PRCT | 502.3K | $12.6M | 0.3% | −$3.24M | Cut−$3.65M |
| Livanova Plc | LIVN | 186.2K | $11.8M | 0.3% | — | New |
| Humana Inc | HUM | 64.5K | $11.2M | 0.3% | −$5.34M | Cut−$7.53M |
| TransMedics Group, Inc. | TMDX | 101.1K | $10.1M | 0.2% | −$2.18M | Added−$1.85M |
| Veeva Sys Inc | — | 56.5K | $9.93M | 0.2% | −$2.69M | Cut−$8.05M |
| Centene Corp Del | — | 261.1K | $8.55M | 0.2% | −$2.2M | Cut−$2.71M |
| Teva Pharmaceutical Inds Ltd | — | 250.1K | $7.53M | 0.2% | −$272.6K | Cut−$2.7M |
| Tenet Healthcare Corp | THC | 38.3K | $7.22M | 0.2% | −$383.1K | Cut−$774.6K |
| 10x Genomics, Inc. | TXG | 329.5K | $7M | 0.2% | $1.58M | Added$1.74M |
| Cvs Health Corp | CVS | 89.4K | $6.42M | 0.2% | −$673.8K | Cut−$2.24M |
| Natera, Inc. | NTRA | 31.7K | $6.34M | 0.2% | −$922.3K | Cut−$6.5M |
| Waystar Hldg Corp | — | 256.1K | $6.18M | 0.1% | −$2.09M | Added−$1.74M |
| Medline Inc. | MDLN | 136.6K | $6.08M | 0.1% | $294.3K | Added$1.14M |
| Inspire Med Sys Inc | — | 99.7K | $5.14M | 0.1% | −$4.05M | Cut−$4.15M |
| Privia Health Group, Inc. | PRVA | 226.7K | $4.66M | 0.1% | −$711.8K | Cut−$5.96M |
| Penumbra Inc | PEN | 12.3K | $4.03M | 0.1% | $214.2K | Cut−$38.1M |
| Atrium Therapeutics, Inc. | RNA | 263.1K | $3.52M | 0.1% | — | New |
| Pfizer Inc | PFE | 107.6K | $3.02M | 0.1% | $180.8K | Added$1.61M |
| Illumina, Inc. | ILMN | 20.2K | $2.49M | 0.1% | −$159.8K | Cut−$516.1K |
| Kestra Med Technologies Ltd | — | 115.6K | $2.3M | 0.1% | −$761.7K | Cut−$766.1K |
| Omada Health, Inc. | OMDA | 157.9K | $1.99M | 0.0% | −$507K | Cut−$821.9K |
| BridgeBio Pharma, Inc. | BBIO | 25.4K | $1.88M | 0.0% | −$53.8K | Added$40.2K |
| Biontech Se | BNTX | 20.9K | $1.85M | 0.0% | −$131.8K | Cut−$2.31M |
| Royalty Pharma PLC | RPRX | 38.3K | $1.84M | 0.0% | $123.2K | Added$1.33M |
| Spdr S&P 500 Etf Tr | — | 2.7K | $1.76M | 0.0% | −$85.3K | Cut−$358K |
| Insmed Inc | INSM | 10K | $1.64M | 0.0% | −$105.6K | Cut−$781K |
| Madrigal Pharmaceuticals, Inc. | MDGL | 3.04K | $1.59M | 0.0% | −$169.8K | Added−$88.1K |
| Masimo Corp | — | 8.75K | $1.56M | 0.0% | $418.5K | Cut−$11.1M |
| Protagonist Therapeutics, Inc | PTGX | 14.4K | $1.52M | 0.0% | $260.9K | Cut$77.8K |
| United Therapeutics Corp Del | — | 2.08K | $1.23M | 0.0% | $219.6K | Cut−$666.2K |
| Beone Medicines Ltd | — | 3.81K | $1.13M | 0.0% | −$12.9K | Added$557.8K |
| Phreesia, Inc. | PHR | 131K | $1.1M | 0.0% | −$1.12M | Cut−$2M |
| Adaptive Biotechnologies Cor | — | 76.2K | $1.06M | 0.0% | −$179.8K | Cut−$3.78M |
| Bristol-Myers Squibb Co | — | 17K | $1.03M | 0.0% | $114.3K | Cut−$2.59M |
| Encompass Health Corp | EHC | 9.83K | $950.8K | 0.0% | −$92.5K | Cut−$1.08M |
| Newamsterdam Pharma Company | — | 27.7K | $885.4K | 0.0% | −$84.9K | Cut−$389.2K |
| Apple Inc. | AAPL | 3.32K | $842.6K | 0.0% | −$60K | Held |
| BillionToOne, Inc. | BLLN | 10.6K | $833.1K | 0.0% | −$30.6K | Cut−$33.5K |
| Mineralys Therapeutics, Inc. | MLYS | 29.4K | $795.7K | 0.0% | −$182.4K | Added$76.3K |
| Equinor Asa | — | 17.6K | $741.6K | 0.0% | — | New |
| Exxon Mobil Corp | — | 4.37K | $741.4K | 0.0% | — | New |
| Bp Plc | — | 15.6K | $735.3K | 0.0% | — | New |
| Shell Plc | — | 7.84K | $729.5K | 0.0% | — | New |
| Beta Bionics, Inc. | BBNX | 72.2K | $723K | 0.0% | −$1.48M | Cut−$1.48M |
| Biogen Inc. | BIIB | 3.65K | $669.7K | 0.0% | $26.2K | Added$42.3K |
| Legend Biotech Corp | LEGN | 35.9K | $649.2K | 0.0% | −$131K | Cut−$741.6K |
| Cisco Sys Inc | — | 8K | $620.7K | 0.0% | $4.48K | Held |
| Neurocrine Biosciences Inc | NBIX | 4.65K | $612.1K | 0.0% | −$46.9K | Cut−$241M |
| Alibaba Group Hldg Ltd | — | 4.7K | $589.7K | 0.0% | −$99.3K | Held |
| Cytokinetics Inc | CYTK | 8.84K | $582.7K | 0.0% | $21K | Cut−$3.45K |
| Certara, Inc. | CERT | 99.4K | $566.8K | 0.0% | −$309.3K | Held |
| Praxis Precision Medicines I | — | 1.76K | $566.1K | 0.0% | — | New |
| Procter And Gamble Co | PG | 3.9K | $563.3K | 0.0% | $4.41K | Held |
| Mastercard Inc | MA | 1.1K | $549.6K | 0.0% | −$78.3K | Held |
| Cencora, Inc. | COR | 1.72K | $539.1K | 0.0% | −$12.3K | Added$363.1K |
| Axsome Therapeutics, Inc. | AXSM | 3.18K | $537.7K | 0.0% | −$43.3K | Cut−$4.5M |
| Vaneck Etf Trust | — | 5.75K | $527.7K | 0.0% | $34.5K | Cut−$801.8K |
| Agomab Therapeutics Nv | AGMB | 50K | $524.5K | 0.0% | — | New |
| BlackRock, Inc. | BLK | 450 | $432.8K | 0.0% | −$48.9K | Held |
| Visa Inc. | V | 1.4K | $423.1K | 0.0% | −$67.9K | Held |
| Centessa Pharmaceuticals Plc | — | 9.03K | $358.7K | 0.0% | — | New |
| Denali Therapeutics Inc. | DNLI | 17.8K | $341.1K | 0.0% | $19.2K | Added$223.3K |
| Structure Therapeutics Inc. | GPCR | 6.8K | $327.9K | 0.0% | −$145.2K | Cut−$9.77M |
| Jd.Com Inc | — | 11K | $325.3K | 0.0% | $9.57K | Held |
| Alkermes plc. | ALKS | 8.87K | $313.6K | 0.0% | $48.7K | Added$129.1K |
| Garmin Ltd | GRMN | 1.32K | $306.5K | 0.0% | $38.5K | Cut−$43.6K |
| Summit Therapeutics Inc. | SMMT | 15.9K | $300.7K | 0.0% | $21K | Added$51.2K |
| Accenture Plc Ireland | — | 1.5K | $297.4K | 0.0% | −$105K | Held |
| Adobe Inc. | ADBE | 1.2K | $291.7K | 0.0% | −$128.3K | Held |
| Amazon Com Inc | AMZN | 1.35K | $281.8K | 0.0% | −$30.5K | Cut−$535.5K |
| Travere Therapeutics, Inc. | TVTX | 8.9K | $264.4K | 0.0% | −$32.5K | Added$118.2K |
| Halozyme Therapeutics, Inc. | HALO | 3.86K | $249.3K | 0.0% | — | New |
| Olema Pharmaceuticals, Inc. | OLMA | 16.4K | $245.2K | 0.0% | −$39.4K | Added$147.6K |
| Crispr Therapeutics Ag | CRSP | 5.02K | $238.6K | 0.0% | −$9.16K | Added$140K |
| Tempus AI, Inc. | TEM | 4.95K | $223.8K | 0.0% | −$66.1K | Added−$58.2K |
| Cardinal Health Inc | CAH | 863 | $182.4K | 0.0% | $5.01K | Cut−$1.39M |
| Ptc Therapeutics, Inc. | PTCT | 1.94K | $131.8K | 0.0% | −$15.2K | Cut−$381.9K |
| Iqvia Hldgs Inc | — | 740 | $126.2K | 0.0% | −$40.6K | Cut−$9.18M |
| Ascendis Pharma A/S | ASND | 536 | $122.6K | 0.0% | $8.3K | Cut−$5.07M |
| Abivax Sa | — | 1.05K | $116.7K | 0.0% | — | New |
| Caris Life Sciences, Inc. | CAI | 6.42K | $114.8K | 0.0% | −$58.4K | Held |
| Arrowhead Pharmaceuticals In | — | 1.54K | $96.9K | 0.0% | −$5.7K | Cut−$669.9K |
| Alphabet Inc | — | 314 | $90.3K | 0.0% | −$7.99K | Cut−$556.4K |
| Rhythm Pharmaceuticals, Inc. | RYTM | 1.02K | $88.4K | 0.0% | −$20.4K | Cut−$714.9K |
| Agilent Technologies, Inc. | A | 664 | $75.7K | 0.0% | −$7.73K | Added$28.1K |
| Labcorp Holdings Inc. | LH | 280 | $74.7K | 0.0% | $4.46K | Cut−$1.35M |
| Nvidia Corp | NVDA | 408 | $71.2K | 0.0% | −$4.94K | Cut−$662.4K |
| Microsoft Corp | MSFT | 172 | $63.7K | 0.0% | −$19.5K | Cut−$556.3K |
| Zoetis Inc. | ZTS | 533 | $63K | 0.0% | −$4.06K | Cut−$28.7K |
| Bridgebio Oncology Therapeut | — | 6.98K | $62.5K | 0.0% | — | New |
| Incyte Corp | INCY | 486 | $45.7K | 0.0% | −$2.26K | Cut−$425.7K |
| Mettler Toledo International Inc/ | MTD | 36 | $45.4K | 0.0% | −$4.79K | Cut−$7.58K |
| Wave Life Sciences Ltd. | WVE | 5.26K | $38.1K | 0.0% | −$51.3K | Cut−$25.3M |
| Oracle Corp | — | 191 | $28.1K | 0.0% | −$9.13K | Cut−$11.5K |
| Quest Diagnostics Inc | DGX | 131 | $25.7K | 0.0% | $2.94K | Cut−$1.24M |
| Qualcomm Inc | — | 197 | $25.4K | 0.0% | −$8.33K | Cut−$10.4K |
| Recursion Pharmaceuticals In | — | 4.63K | $14.2K | 0.0% | −$4.72K | Cut−$5.92K |
| Qiagen Nv Ord Shares | — | 243 | $9.73K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.