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Bellevue Group AG

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
Insulet Corp$53.07M186,6991.0%
Dexcom Inc$56.24M847,4051.1%
UNITEDHEALTH GROUP INC$57.83M175,1691.1%
IDEXX LABORATORIES INC /DE$63.96M94,5391.2%
Relay Therapeutics, Inc.$70.60M8,345,3641.3%
Medtronic plc$73.64M766,5921.4%
Vera Therapeutics, Inc.$85.99M1,698,1521.6%
Edwards Lifesciences Corp$88.92M1,043,0961.7%
IMMUNOCORE HOLDINGS PLC-ADRIMCRADR$97.08M2,796,8031.8%
Celldex Therapeutics, Inc.$98.26M3,617,6691.9%
Krystal Biotech, Inc.$101.16M410,3231.9%
Nuvalent, Inc.$104.36M1,037,4682.0%
STRYKER CORP$126.73M360,5772.4%
Viridian Therapeutics, Inc.$135.64M4,358,5272.6%
BOSTON SCIENTIFIC CORP$148.71M1,559,6062.8%
AMICUS THERAPEUTICS INC$152.87M10,735,1952.9%
ABBOTT LABORATORIES$165.00M1,316,9153.1%
Alnylam Pharmaceuticals Inc$177.31M445,9033.4%
Scholar Rock Holding Corp$178.69M4,056,5923.4%
Intuitive Surgical Inc$182.38M322,0283.5%
Avidity Biosciences, Inc.$189.77M2,630,9693.6%
NEUROCRINE BIOSCIENCES INC$241.58M1,703,3044.6%
VERTEX PHARMACEUTICALS INC / MA$308.79M681,1205.9%
IONIS PHARMACEUTICALS INC$379.90M4,802,1997.2%
ARGENX SE$388.40M461,8547.4%
Revolution Medicines, Inc.$398.71M5,005,7197.6%
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