Bellevue Group AG

CIK

1674546

Location

Zurich, V8

Portfolio Value

Mid $4,200,669,390

Diversification

Diversified

Filing Date

Global Rank

#762 / 8,622 ▼ 76 · as of Mar 2026

Top Industry

Biotechnology 61.5%

3Y Alpha vs SPY

-7.6%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+40.2%

SPY

+67.9%

Annualised alpha

-6.9%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

154 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−0.6 pts

Top 5

25.9%

−7.9 pts

Top 10

42.0%

−8.7 pts

HHI

278

Diversified−79

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.7%	$4,190,162,648	132
Energy	0.1%	$2,947,754	4
Technology	0.1%	$2,547,209	9
Unclassified	0.0%	$1,755,918	1
Financial Services	0.0%	$1,405,531	3
Consumer Cyclical	0.0%	$1,196,721	3
Consumer Defensive	0.0%	$563,316	1
Communication Services	0.0%	$90,293	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRNX	Crinetics Pharmaceuticals, Inc.	+3,275,960	3,280,000	$119,129,600
RARE	Ultragenyx Pharmaceutical Inc.	+2,377,420	2,380,000	$49,861,000
VRDN	Viridian Therapeutics, Inc.\DE	+2,367,617	6,726,144	$131,563,376
GILD	Gilead Sciences, Inc.	+1,117,127	1,169,879	$163,046,036
AMGN	Amgen Inc	+276,869	295,358	$103,921,712
REGN	Regeneron Pharmaceuticals, Inc.	+264,746	278,674	$215,314,678
MDT	Medtronic plc	+190,737	957,329	$82,952,557
JBIO	Jade Biosciences, Inc.	+160,399	3,501,502	$49,196,103
MRK	Merck & Co., Inc.	+114,474	206,591	$24,850,831
KRYS	Krystal Biotech, Inc.	+71,462	481,785	$124,454,701
PFE	Pfizer Inc	+50,788	107,635	$3,022,390
RPRX	Royalty Pharma plc	+25,095	38,296	$1,837,059
MDLN	Medline Inc.	+18,915	136,635	$6,080,257
NUVL	Nuvalent, Inc.	+15,800	1,053,268	$107,907,306
WAY	Waystar Holding Corp.	+14,405	256,139	$6,175,511
VERA	Vera Therapeutics, Inc.	+12,619	1,710,771	$68,824,316
OLMA	Olema Pharmaceuticals, Inc.	+12,541	16,443	$245,165
DNLI	Denali Therapeutics Inc.	+10,628	17,766	$341,107
MLYS	Mineralys Therapeutics, Inc.	+9,548	29,374	$795,741
DHR	Danaher Corp /De/	+7,531	202,164	$38,330,294
TXG	10x Genomics, Inc.	+7,432	329,492	$6,995,115
TVTX	Travere Therapeutics, Inc.	+5,072	8,899	$264,389
TMDX	TransMedics Group, Inc.	+3,254	101,139	$10,054,227
CRSP	CRISPR Therapeutics AG	+3,136	5,016	$238,611
ALKS	Alkermes plc.	+2,276	8,870	$313,643
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RVMD	Revolution Medicines, Inc.	−3,461,263	1,544,456	$150,198,346
IONS	Ionis Pharmaceuticals Inc	−2,983,534	1,818,665	$136,563,554
CLDX	Celldex Therapeutics, Inc.	−2,417,669	1,200,000	$38,064,000
NBIX	Neurocrine Biosciences Inc	−1,698,658	4,646	$612,064
TNGX	Tango Therapeutics, Inc.	−1,527,670	2,400,000	$50,208,000
WVE	Wave Life Sciences Ltd.	−1,485,257	5,261	$38,142
RLAY	Relay Therapeutics, Inc.	−550,122	7,795,242	$77,562,657
SRRK	Scholar Rock Holding Corp	−472,019	3,584,573	$176,217,608
ADPT	Adaptive Biotechnologies Corp	−221,909	76,181	$264,348
PRVA	Privia Health Group, Inc.	−221,460	226,703	$4,663,280
ALNY	Alnylam Pharmaceuticals, Inc.	−211,360	234,543	$77,603,241
EW	Edwards Lifesciences Corp	−203,645	839,451	$67,223,236
ABT	Abbott Laboratories	−165,280	1,151,635	$118,238,365
ARGX	Argenx SE	−148,854	313,000	$228,568,250
BDX	Becton Dickinson & Co	−143,775	121,887	$19,164,293
SYK	Stryker Corp	−143,340	217,237	$71,381,905
GPCR	Structure Therapeutics Inc.	−138,364	6,803	$327,904
PEN	Penumbra Inc	−123,128	12,267	$4,028,114
GKOS	GLAUKOS Corp	−116,232	145,703	$15,686,384
BSX	Boston Scientific Corp	−92,712	1,466,894	$92,047,598
MASI	Masimo Corp	−88,532	8,753	$1,556,896
ZBH	Zimmer Biomet Holdings, Inc.	−83,109	155,571	$14,066,729
TEVA	Teva Pharmaceutical Industries Ltd	−77,781	250,082	$7,532,469
DXCM	Dexcom Inc	−58,639	788,766	$49,534,504
PHR	Phreesia, Inc.	−52,221	130,992	$1,097,712
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
ELVN	Enliven Therapeutics, Inc.	2,320,867	$90,977,986
PCVX	Vaxcyte, Inc.	1,190,697	$69,191,402
DMRA	Damora Therapeutics, Inc.	2,298,000	$59,518,200
IRON	Disc Medicine, Inc.	459,314	$29,368,537
ORKA	Oruka Therapeutics, Inc.	507,008	$24,868,742
GLUE	Monte Rosa Therapeutics, Inc.	1,250,000	$20,562,500
LIVN	LivaNova PLC	186,185	$11,833,918
RNA	Atrium Therapeutics, Inc.	263,096	$3,517,593
EQNR	Equinor ASA	17,573	$741,580
XOM	ExxonMobil Holdings Corp	4,370	$741,414
BP	Bp PLC	15,644	$735,268
SHEL	Shell plc	7,844	$729,492
PRAX	Praxis Precision Medicines, Inc.	1,757	$566,087
AGMB	Agomab Therapeutics NV	50,000	$524,500
CNTA	Centessa Pharmaceuticals plc	9,030	$358,671
HALO	Halozyme Therapeutics, Inc.	3,857	$249,277
ABVX	Abivax S.A.	1,048	$116,694
BBOT	BridgeBio Oncology Therapeutics, Inc.	6,982	$62,488
QGEN	Qiagen N.V.	243	$9,729
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FOLD	AMICUS THERAPEUTICS, INC.	10,735,195	$152,869,176
MAZE	Maze Therapeutics, Inc.	887,708	$36,777,742
CDNA	CareDx, Inc.	431,070	$8,121,358
MOH	Molina Healthcare, Inc.	46,626	$8,091,476
ICLR	Icon PLC	24,560	$4,475,323
BMRN	Biomarin Pharmaceutical Inc	65,008	$3,863,424
BTSG	BrightSpring Health Services, Inc.	92,095	$3,448,957
NEO	Neogenomics Inc	278,286	$3,272,643
AVTR	Avantor, Inc.	276,266	$3,166,008
BEAM	Beam Therapeutics Inc.	111,510	$3,091,056
VKTX	Viking Therapeutics, Inc.	68,665	$2,415,634
ROIV	Roivant Sciences Ltd.	108,039	$2,344,446
BKD	Brookdale Senior Living Inc.	167,444	$1,806,720
SIBN	SI-BONE, Inc.	90,331	$1,781,327
EXAS	EXACT SCIENCES CORP	16,062	$1,631,256
CMPS	COMPASS Pathways plc	142,243	$981,476
ANET	Arista Networks, Inc.	4,800	$628,944
META	Meta Platforms, Inc.	800	$528,072
DOCS	Doximity, Inc.	11,817	$523,256
LULU	lululemon athletica inc.	2,240	$465,494
PLTR	Palantir Technologies Inc.	2,500	$444,375
CORT	Corcept Therapeutics Inc	10,495	$365,226
PLNT	Planet Fitness, Inc.	3,173	$344,175
EXEL	Exelixis, Inc.	7,361	$322,632
GH	Guardant Health, Inc.	3,004	$306,828
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

154 tracked positions · $4,200,669,390 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Showing 1–50 of 154 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	681,908	+788	$304,499,197	−1.4%	7.25%
ARGX	Argenx SE Healthcare	Reduced	313,000	-148,854	$228,568,250	−41.2%	5.44%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	278,674	+264,746	$215,314,678	+1902.8%	5.13%
SRRK	Scholar Rock Holding Corp Healthcare	Reduced	3,584,573	-472,019	$176,217,608	−1.4%	4.19%
GILD	Gilead Sciences, Inc. Healthcare	Added	1,169,879	+1,117,127	$163,046,036	+2418.2%	3.88%
RVMD	Revolution Medicines, Inc. Healthcare	Reduced	1,544,456	-3,461,263	$150,198,346	−62.3%	3.58%
IONS	Ionis Pharmaceuticals Inc Healthcare	Reduced	1,818,665	-2,983,534	$136,563,554	−64.1%	3.25%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	286,654	-35,374	$132,144,627	−27.5%	3.15%
VRDN	Viridian Therapeutics, Inc.\DE Healthcare	Added	6,726,144	+2,367,617	$131,563,376	−3.0%	3.13%
KRYS	Krystal Biotech, Inc. Healthcare	Added	481,785	+71,462	$124,454,701	+23.0%	2.96%
CRNX	Crinetics Pharmaceuticals, Inc. Healthcare	Added	3,280,000	+3,275,960	$119,129,600	+63245.9%	2.84%
ABT	Abbott Laboratories Healthcare	Reduced	1,151,635	-165,280	$118,238,365	−28.3%	2.81%
NUVL	Nuvalent, Inc. Healthcare	Added	1,053,268	+15,800	$107,907,306	+3.4%	2.57%
AMGN	Amgen Inc Healthcare	Added	295,358	+276,869	$103,921,712	+1617.3%	2.47%
BSX	Boston Scientific Corp Healthcare	Reduced	1,466,894	-92,712	$92,047,598	−38.1%	2.19%
ELVN	Enliven Therapeutics, Inc. Healthcare	NEW	2,320,867	NEW	$90,977,986	NEW	2.17%
IMCR	Immunocore Holdings plc Healthcare	Held	2,796,803	0	$84,323,610	−13.1%	2.01%
MDT	Medtronic plc Healthcare	Added	957,329	+190,737	$82,952,557	+12.6%	1.97%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Reduced	234,543	-211,360	$77,603,241	−56.2%	1.85%
RLAY	Relay Therapeutics, Inc. Healthcare	Reduced	7,795,242	-550,122	$77,562,657	+9.9%	1.85%
SYK	Stryker Corp Healthcare	Reduced	217,237	-143,340	$71,381,905	−43.7%	1.70%
PCVX	Vaxcyte, Inc. Healthcare	NEW	1,190,697	NEW	$69,191,402	NEW	1.65%
VERA	Vera Therapeutics, Inc. Healthcare	Added	1,710,771	+12,619	$68,824,316	−20.0%	1.64%
EW	Edwards Lifesciences Corp Healthcare	Reduced	839,451	-203,645	$67,223,236	−24.4%	1.60%
DMRA	Damora Therapeutics, Inc. Healthcare	NEW	2,298,000	NEW	$59,518,200	NEW	1.42%
TNGX	Tango Therapeutics, Inc. Healthcare	Reduced	2,400,000	-1,527,670	$50,208,000	+44.3%	1.20%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	89,131	-5,408	$50,081,817	−21.7%	1.19%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	Added	2,380,000	+2,377,420	$49,861,000	+83926.0%	1.19%
DXCM	Dexcom Inc Healthcare	Reduced	788,766	-58,639	$49,534,504	−11.9%	1.18%
JBIO	Jade Biosciences, Inc. Healthcare	Added	3,501,502	+160,399	$49,196,103	−4.6%	1.17%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Held	1,528,518	0	$48,148,317	+26.9%	1.15%
UNH	Unitedhealth Group Inc Healthcare	Reduced	148,203	-26,966	$40,102,249	−30.6%	0.95%
DHR	Danaher Corp /De/ Healthcare	Added	202,164	+7,531	$38,330,294	−14.0%	0.91%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	1,200,000	-2,417,669	$38,064,000	−61.3%	0.91%
RMD	Resmed Inc Healthcare	Reduced	159,346	-1,868	$35,769,990	−7.9%	0.85%
PODD	Insulet Corp Healthcare	Reduced	163,656	-23,043	$34,341,575	−35.3%	0.82%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	64,412	-665	$31,660,430	−16.0%	0.75%
LLY	ELI LILLY & Co Healthcare	Reduced	33,932	-71	$31,209,635	−14.6%	0.74%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	416,887	-7,627	$29,674,016	−14.8%	0.71%
IRON	Disc Medicine, Inc. Healthcare	NEW	459,314	NEW	$29,368,537	NEW	0.70%
JNJ	Johnson & Johnson Healthcare	Reduced	119,102	-7,698	$29,113,292	+10.9%	0.69%
ANNX	Annexon, Inc. Healthcare	Held	5,157,290	0	$28,571,386	+10.4%	0.68%
CI	Cigna Group Healthcare	Reduced	98,263	-11,750	$26,211,655	−13.4%	0.62%
ORKA	Oruka Therapeutics, Inc. Healthcare	NEW	507,008	NEW	$24,868,742	NEW	0.59%
MRK	Merck & Co., Inc. Healthcare	Added	206,591	+114,474	$24,850,831	+156.3%	0.59%
ALGN	Align Technology Inc Healthcare	Reduced	139,680	-1,794	$23,945,342	+8.4%	0.57%
STE	STERIS plc Healthcare	Reduced	99,878	-1,827	$22,086,022	−14.3%	0.53%
GMED	Globus Medical Inc Healthcare	Reduced	247,261	-15,422	$21,304,007	−7.1%	0.51%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	NEW	1,250,000	NEW	$20,562,500	NEW	0.49%
ABBV	AbbVie Inc. Healthcare	Reduced	93,567	-41,292	$20,349,886	−34.0%	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.