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Bellevue Group AG

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
RECURSION PHARMACEUTICALS, INC.—$20.1K4,9210.0%
Intellia Therapeutics, Inc.—$26.8K2,9780.0%
QUALCOMM INC/DE—$35.7K2090.0%
ORACLE CORP—$39.6K2030.0%
Agilent Technologies Inc—$47.6K3500.0%
Mettler-Toledo International Inc—$53.0K380.0%
Ultragenyx Pharmaceutical Inc.—$59.3K2,5800.0%
Oric Pharmaceuticals, Inc.—$79.4K9,7060.0%
Tyra Biosciences, Inc.—$82.6K3,1430.0%
Zoetis Inc.—$91.7K7290.0%
GENMAB A/S—$92.7K3,0090.0%
Trevi Therapeutics, Inc.—$95.2K7,6030.0%
Olema Pharmaceuticals, Inc.—$97.5K3,9020.0%
CRISPR THERAPEUTICS AG—$98.6K1,8800.0%
Amneal Pharmaceuticals, Inc.—$99.7K7,9130.0%
Apellis Pharmaceuticals, Inc.—$105.8K4,2100.0%
UNIQURE NV—$114.0K4,7630.0%
Denali Therapeutics Inc.—$117.8K7,1380.0%
CG Oncology, Inc.—$128.5K3,0950.0%
Travere Therapeutics, Inc.—$146.2K3,8270.0%
IDEAYA BIOSCIENCES, INC.—$170.8K4,9420.0%
Caris Life Sciences, Inc.—$173.2K6,4180.0%
Cencora Inc—$176.0K5210.0%
Alkermes plc.—$184.5K6,5940.0%
Crinetics Pharmaceuticals, Inc.—$188.1K4,0400.0%
Moderna, Inc.—$227.4K7,7110.0%
Summit Therapeutics Inc.SMMTCommon Stock$249.4K14,2620.0%
Tempus AI, Inc.—$282.0K4,7760.0%
SANOFI—$283.5K5,8510.0%
Guardant Health, Inc.—$306.8K3,0040.0%
JD.com,Inc.JDADR$315.7K11,0000.0%
EXELIXIS, INC.—$322.6K7,3610.0%
Planet Fitness, Inc.—$344.2K3,1730.0%
Garmin Ltd—$350.1K1,7260.0%
CORCEPT THERAPEUTICS INC—$365.2K10,4950.0%
Accenture plc—$402.4K1,5000.0%
ADOBE INC.—$420.0K1,2000.0%
Palantir Technologies Inc—$444.4K2,5000.0%
Lululemon Athletica Inc—$465.5K2,2400.0%
INCYTE CORP—$471.4K4,7730.0%
BlackRock, Inc.—$481.7K4500.0%
Visa Inc—$491.0K1,4000.0%
ROYALTY PHARMA PLC—$510.1K13,2010.0%
PTC Therapeutics Inc—$513.7K6,7630.0%
Doximity, Inc.—$523.3K11,8170.0%
Meta Platforms Inc—$528.1K8000.0%
PROCTER & GAMBLE Co—$558.9K3,9000.0%
ISHARES TR—$566.2K2,3000.0%
BeOne Medicines Ltd.ONCADR$574.2K1,8900.0%
Cytokinetics Inc—$586.2K9,2250.0%
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