Bellevue Group AG

CIK

1674546

Location

Zurich, V8

Portfolio Value

Micro $563,316

Diversification

Diversified

Filing Date

Global Rank

#762 / 8,586 ▼ 77

Top Industry

Biotechnology 61.5%

3Y Alpha vs SPY

-12.6%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.3%

SPY

+78.1%

Annualised alpha

-12.6%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.2%

−0.6 pts

Top 5

25.9%

−8.0 pts

Top 10

42.0%

−8.8 pts

HHI

278

Diversified−80

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.7%	$4,190,955,692	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	$1,057,392
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	Exxon Mobil 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

1 positions · $563,316 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,900	0	$563,316	+0.8%	100.00%