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Bellevue Group AG

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
CISCO SYSTEMS, INC.—$616.2K8,0000.0%
MICROSOFT CORP—$620.0K1,2820.0%
BIOGEN INC.—$627.4K3,5650.0%
Mastercard Inc—$628.0K1,1000.0%
Arista Networks, Inc.ANETCommon Stock$628.9K4,8000.0%
Alphabet Inc.—$646.7K2,0660.0%
Alibaba Group Holding LtdBABAADR$688.9K4,7000.0%
MINERALYS THERAPEUTICS INCMLYSCommon Stock$719.5K19,8260.0%
NVIDIA Corp—$733.5K3,9330.0%
ARROWHEAD PHARMACEUTICALS, INC.—$766.8K11,5500.0%
RHYTHM PHARMACEUTICALS, INC.—$803.2K7,5040.0%
Amazon.com Inc—$817.3K3,5410.0%
BillionToOne, Inc.BLLNCommon Stock$866.6K10,5890.0%
Certara, Inc.—$876.1K99,4420.0%
Apple Inc.—$902.6K3,3200.0%
COMPASS Pathways plcCMPSADR$981.5K142,2430.0%
Quest Diagnostics Inc—$1.26M7,2800.0%
NEWAMSTERDAM PHARMA COMPANY—$1.27M36,3360.0%
VANECK ETF TRUST—$1.33M15,5000.0%
LEGEND BIOTECH CORPLEGNADR$1.39M63,9710.0%
PFIZER INC—$1.42M56,8470.0%
LABCORP HOLDINGS INC.—$1.42M5,6690.0%
PROTAGONIST THERAPEUTICS INC—$1.44M16,5430.0%
CARDINAL HEALTH INC—$1.58M7,6690.0%
Exact Sciences Corp.—$1.63M16,0620.0%
MADRIGAL PHARMACEUTICALS, INC.—$1.68M2,8840.0%
SI-BONE, Inc.—$1.78M90,3310.0%
Brookdale Senior Living Inc.—$1.81M167,4440.0%
BridgeBio Pharma, Inc.—$1.84M24,1110.0%
United Therapeutics Corp—$1.90M3,8950.0%
Encompass Health Corp—$2.03M19,0890.0%
SPDR S&P 500 ETF TR—$2.11M3,1000.0%
Beta Bionics, Inc.—$2.20M72,2850.0%
Roivant Sciences Ltd.—$2.34M108,0390.0%
Viking Therapeutics Inc—$2.42M68,6650.0%
INSMED INC—$2.42M13,9150.0%
ASTRAZENECA PLC—$2.80M30,4310.1%
Omada Health, Inc.OMDACommon Stock$2.81M177,8970.1%
Illumina Inc—$3.01M22,9400.1%
KESTRA MED TECHNOLOGIES LTD—$3.07M115,7550.1%
Beam Therapeutics Inc.—$3.09M111,5100.1%
Phreesia, Inc.—$3.10M183,2130.1%
Avantor, Inc.—$3.17M276,2660.1%
NeoGenomics Inc—$3.27M278,2860.1%
BrightSpring Health Services, Inc.—$3.45M92,0950.1%
BRISTOL MYERS SQUIBB CO—$3.62M67,0820.1%
BioMarin Pharmaceutical Inc—$3.86M65,0080.1%
BioNTech SEBNTXADR$4.17M43,7550.1%
ICON plc—$4.48M24,5600.1%
Adaptive Biotechnologies Corp—$4.84M298,0900.1%
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