Institutions / Bellevue Group AG / Holdings

Bellevue Group AG

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Revolution Medicines, Inc.	—	$398.71M	5,005,719	7.6%
ARGENX SE	—	$388.40M	461,854	7.4%
IONIS PHARMACEUTICALS INC	—	$379.90M	4,802,199	7.2%
VERTEX PHARMACEUTICALS INC / MA	—	$308.79M	681,120	5.9%
NEUROCRINE BIOSCIENCES INC	—	$241.58M	1,703,304	4.6%
Avidity Biosciences, Inc.	—	$189.77M	2,630,969	3.6%
Intuitive Surgical Inc	—	$182.38M	322,028	3.5%
Scholar Rock Holding Corp	—	$178.69M	4,056,592	3.4%
Alnylam Pharmaceuticals Inc	—	$177.31M	445,903	3.4%
ABBOTT LABORATORIES	—	$165.00M	1,316,915	3.1%
AMICUS THERAPEUTICS INC	—	$152.87M	10,735,195	2.9%
BOSTON SCIENTIFIC CORP	—	$148.71M	1,559,606	2.8%
Viridian Therapeutics, Inc.	—	$135.64M	4,358,527	2.6%
STRYKER CORP	—	$126.73M	360,577	2.4%
Nuvalent, Inc.	—	$104.36M	1,037,468	2.0%
Krystal Biotech, Inc.	—	$101.16M	410,323	1.9%
Celldex Therapeutics, Inc.	—	$98.26M	3,617,669	1.9%
IMMUNOCORE HOLDINGS PLC-ADRIMCR	ADR	$97.08M	2,796,803	1.8%
Edwards Lifesciences Corp	—	$88.92M	1,043,096	1.7%
Vera Therapeutics, Inc.	—	$85.99M	1,698,152	1.6%
Medtronic plc	—	$73.64M	766,592	1.4%
Relay Therapeutics, Inc.	—	$70.60M	8,345,364	1.3%
IDEXX LABORATORIES INC /DE	—	$63.96M	94,539	1.2%
UNITEDHEALTH GROUP INC	—	$57.83M	175,169	1.1%
Dexcom Inc	—	$56.24M	847,405	1.1%
Insulet Corp	—	$53.07M	186,699	1.0%
Becton Dickinson & Co	—	$51.56M	265,662	1.0%
JADE BIOSCIENCES, INC.	—	$51.55M	3,341,103	1.0%
DANAHER CORP /DE	—	$44.56M	194,633	0.8%
Penumbra Inc	—	$42.10M	135,395	0.8%
RESMED INC	—	$38.83M	161,214	0.7%
Edgewise Therapeutics, Inc.	—	$37.93M	1,528,518	0.7%
THERMO FISHER SCIENTIFIC INC.	—	$37.71M	65,077	0.7%
Maze Therapeutics, Inc.	—	$36.78M	887,708	0.7%
ELI LILLY & Co	—	$36.54M	34,003	0.7%
GE HealthCare Technologies Inc.	—	$34.82M	424,514	0.7%
Tango Therapeutics, Inc.	—	$34.80M	3,927,670	0.7%
AbbVie Inc.	—	$30.81M	134,859	0.6%
Cigna Group	—	$30.28M	110,013	0.6%
Glaukos Corp	—	$29.58M	261,935	0.6%
JOHNSON & JOHNSON	—	$26.24M	126,800	0.5%
Annexon, Inc.	—	$25.89M	5,157,290	0.5%
STERIS plc	—	$25.78M	101,705	0.5%
WAVE LIFE SCIENCES LTD	—	$25.34M	1,490,518	0.5%
Elevance Health Inc	—	$24.41M	69,645	0.5%
COOPER COMPANIES, INC.	—	$23.93M	291,959	0.5%
Globus Medical Inc	—	$22.93M	262,683	0.4%
Align Technology, Inc.	—	$22.09M	141,474	0.4%
Zimmer Biomet Holdings Inc	—	$21.46M	238,680	0.4%
MCKESSON CORP	—	$20.59M	25,098	0.4%