The Analysis of Bellevue Group AG's Holdings
Currently, Bellevue Group AG holds 148 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in RNA (+2.2M shares, valued at $93.8M), RVMD (+994.5K shares, valued at $46.4M), VRTX (+64.2K shares, valued at $25.1M); decreased their positions in AGIO (-3.7M shares, valued at $149.1M), IONS (-1.6M shares, valued at $105.2M), ALNY (-229.8K shares, valued at $104.8M); initiated new positions in RNA (+2.2M shares, valued at $93.8M), THC (+40.4K shares, valued at $8.2M), ICLR (+24.2K shares, valued at $4.2M); completely sold out of AGIO (previously valued at $149.1M), MGNX (previously valued at $16.7M). Stock Holdings
TickerCompany NameSharesShares โณ%Event DateReport DateHistory
IONS IONIS PHARMACEUTICALS INC6.2M shares-20.49%2025-09-302025-11-14
ARGX ARGENX SE546.3K shares-4.33%2025-09-302025-11-14 RVMD REVOLUTION MEDICINES INC5.6M shares21.72%2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC1.8M shares-3.13%2025-09-302025-11-14 ALNY ALNYLAM PHARMACEUTICALS INC446.5K shares-33.98%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC505.8K shares14.54%2025-09-302025-11-14 ABT ABBOTT LABS1.5M shares-5.46%2025-09-302025-11-14 SYK STRYKER CORPORATION451.1K shares-15.70%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP1.7M shares-5.97%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC348.6K shares-7.95%2025-09-302025-11-14 INCY INCYTE CORP1.4M shares-8.26%2025-09-302025-11-14 SRRK SCHOLAR ROCK HLDG CORP3.2M shares10.09%2025-09-302025-11-14 AKRO AKERO THERAPEUTICS INC2.4M shares20.35%2025-09-302025-11-14 IMCR IMMUNOCORE HLDGS PLC2.8M shares14.54%2025-09-302025-11-14 RNA AVIDITY BIOSCIENCES INC2.2M sharesnew addition2025-09-302025-11-14 CLDX CELLDEX THERAPEUTICS INC NEW3.6M shares7.56%2025-09-302025-11-14 MDT MEDTRONIC PLC759.9K shares-17.50%2025-09-302025-11-14 BEAM BEAM THERAPEUTICS INC2.9M shares0.00%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP896.6K shares0.85%2025-09-302025-11-14 PODD INSULET CORP212.0K shares-3.20%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC170.1K shares19.51%2025-09-302025-11-14 BDX BECTON DICKINSON & CO296.9K shares-6.26%2025-09-302025-11-14 DXCM DEXCOM INC786.1K shares-8.68%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC106.2K shares-6.48%2025-09-302025-11-14 IDXX IDEXX LABS INC76.6K shares0.05%2025-09-302025-11-14 RMD RESMED INC164.8K shares-0.58%2025-09-302025-11-14 EWTX EDGEWISE THERAPEUTICS INC2.8M shares0.00%2025-09-302025-11-14 RLAY RELAY THERAPEUTICS INC8.3M shares1.39%2025-09-302025-11-14 BHVN BIOHAVEN LTD2.8M shares0.00%2025-09-302025-11-14 ABBV ABBVIE INC170.9K shares7.02%2025-09-302025-11-14 PEN PENUMBRA INC146.9K shares-15.60%2025-09-302025-11-14 CI THE CIGNA GROUP122.5K shares10.63%2025-09-302025-11-14 GEHC GE HEALTHCARE TECHNOLOGIES I463.1K shares-10.17%2025-09-302025-11-14 ELV ELEVANCE HEALTH INC FORMERLY105.0K shares27.93%2025-09-302025-11-14 DHR DANAHER CORPORATION163.9K shares19.78%2025-09-302025-11-14 LLY ELI LILLY & CO40.5K shares-0.99%2025-09-302025-11-14 WVE WAVE LIFE SCIENCES LTD4.1M shares0.00%2025-09-302025-11-14 MCK MCKESSON CORP38.0K shares-6.20%2025-09-302025-11-14 STE STERIS PLC118.1K shares7.48%2025-09-302025-11-14 VEEV VEEVA SYS INC97.5K shares-13.97%2025-09-302025-11-14 HCA HCA HEALTHCARE INC65.6K shares-33.81%2025-09-302025-11-14 ZBH ZIMMER BIOMET HOLDINGS INC245.2K shares-8.41%2025-09-302025-11-14 COO COOPER COS INC292.3K shares-17.92%2025-09-302025-11-14 HUM HUMANA INC76.3K shares55.34%2025-09-302025-11-14 GMED GLOBUS MED INC326.9K shares-1.65%2025-09-302025-11-14 ALGN ALIGN TECHNOLOGY INC144.7K shares-4.05%2025-09-302025-11-14 MOH MOLINA HEALTHCARE INC91.0K shares22.92%2025-09-302025-11-14 HOLX HOLOGIC INC247.9K shares0.00%2025-09-302025-11-14 PRVA PRIVIA HEALTH GROUP INC666.2K shares5.63%2025-09-302025-11-14 PRCT PROCEPT BIOROBOTICS CORP463.4K shares-5.29%2025-09-302025-11-14 ANNX ANNEXON INC5.2M shares0.00%2025-09-302025-11-14 EHC ENCOMPASS HEALTH CORP123.0K shares-6.67%2025-09-302025-11-14 NTRA NATERA INC91.8K shares-37.75%2025-09-302025-11-14 MASI MASIMO CORP97.0K shares8.14%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON74.8K shares9.67%2025-09-302025-11-14 EXAS EXACT SCIENCES CORP252.7K shares-11.08%2025-09-302025-11-14 TMDX TRANSMEDICS GROUP INC117.0K shares-10.38%2025-09-302025-11-14 ONC BEONE MEDICINES LTD33.8K shares-12.66%2025-09-302025-11-14 CNC CENTENE CORP DEL281.9K shares102.39%2025-09-302025-11-14 IQV IQVIA HLDGS INC52.9K shares56.97%2025-09-302025-11-14 GPCR STRUCTURE THERAPEUTICS INC315.9K shares-9.37%2025-09-302025-11-14 TEVA TEVA PHARMACEUTICAL INDS LTD424.1K shares0.61%2025-09-302025-11-14 REGN REGENERON PHARMACEUTICALS15.1K shares-43.70%2025-09-302025-11-14 CDNA CAREDX INC573.0K shares-23.85%2025-09-302025-11-14 THC TENET HEALTHCARE CORP40.4K sharesnew addition2025-09-302025-11-14 PHR PHREESIA INC313.1K shares-5.71%2025-09-302025-11-14 AXSM AXSOME THERAPEUTICS INC52.3K shares-6.96%2025-09-302025-11-14 DGX QUEST DIAGNOSTICS INC33.0K shares-32.02%2025-09-302025-11-14 BTSG BRIGHTSPRING HEALTH SVCS INC190.5K shares-0.62%2025-09-302025-11-14 OMDA OMADA HEALTH INC251.8K shares0.72%2025-09-302025-11-14 GILD GILEAD SCIENCES INC49.9K shares-2.96%2025-09-302025-11-14 BMRN BIOMARIN PHARMACEUTICAL INC101.0K shares-33.29%2025-09-302025-11-14 ASND ASCENDIS PHARMA A/S24.9K shares-13.09%2025-09-302025-11-14 WAY WAYSTAR HLDG CORP129.9K shares-13.74%2025-09-302025-11-14 GKOS GLAUKOS CORP55.9K shares0.00%2025-09-302025-11-14 SIBN SI-BONE INC298.9K shares-44.67%2025-09-302025-11-14 INSP INSPIRE MED SYS INC58.6K shares-22.48%2025-09-302025-11-14 LH LABCORP HOLDINGS INC15.1K shares-58.94%2025-09-302025-11-14 ICLR ICON PLC24.2K sharesnew addition2025-09-302025-11-14 AMGN AMGEN INC15.0K shares-37.83%2025-09-302025-11-14 CVS CVS HEALTH CORP51.2K shares70.12%2025-09-302025-11-14 TXG 10X GENOMICS INC313.8K shares-3.95%2025-09-302025-11-14 BNTX BIONTECH SE34.0K shares-3.09%2025-09-302025-11-14 KMTS KESTRA MED TECHNOLOGIES LTD128.7K shares-3.78%2025-09-302025-11-14 INSM INSMED INC20.3K shares-75.12%2025-09-302025-11-14 MRK MERCK & CO INC34.7K shares23.02%2025-09-302025-11-14 NEO NEOGENOMICS INC370.2K shares-59.46%2025-09-302025-11-14 LEGN LEGEND BIOTECH CORP85.0K shares-0.54%2025-09-302025-11-14 AZN ASTRAZENECA PLC35.6K shares-7.18%2025-09-302025-11-14 CAH CARDINAL HEALTH INC16.3K shares-18.71%2025-09-302025-11-14 ADPT ADAPTIVE BIOTECHNOLOGIES COR168.5K sharesnew addition2025-09-302025-11-14 ILMN ILLUMINA INC23.8K shares-13.85%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO47.6K shares28.07%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR3.1K shares0.00%2025-09-302025-11-14 VKTX VIKING THERAPEUTICS INC76.1K sharesnew addition2025-09-302025-11-14 BAX BAXTER INTL INC68.1K shares-55.29%2025-09-302025-11-14 COR CENCORA INC4.8K shares-39.15%2025-09-302025-11-14 GDX VANECK ETF TRUST18.5K shares-29.39%2025-09-302025-11-14 PTGX PROTAGONIST THERAPEUTICS INC20.6K shares5.70%2025-09-302025-11-14 AVTR AVANTOR INC103.4K sharesnew addition2025-09-302025-11-14 BBNX BETA BIONICS INC64.3K shares-3.80%2025-09-302025-11-14 UTHR UNITED THERAPEUTICS CORP DEL2.6K sharesnew addition2025-09-302025-11-14 MDGL MADRIGAL PHARMACEUTICALS INC2.4K shares117.55%2025-09-302025-11-14 BBIO BRIDGEBIO PHARMA INC20.4K shares95.73%2025-09-302025-11-14 MLYS MINERALYS THERAPEUTICS INC26.6K shares71.03%2025-09-302025-11-14 RYTM RHYTHM PHARMACEUTICALS INC9.1K shares-56.70%2025-09-302025-11-14 BKD BROOKDALE SR LIVING INC104.7K sharesnew addition2025-09-302025-11-14 CERT CERTARA INC59.4K shares-27.27%2025-09-302025-11-14 DOCS DOXIMITY INC9.7K shares-59.30%2025-09-302025-11-14 BIIB BIOGEN INC4.2K shares948.01%2025-09-302025-11-14 IWM ISHARES TR2.3K shares0.00%2025-09-302025-11-14 GRMN GARMIN LTD2.0K shares138.94%2025-09-302025-11-14 RPRX ROYALTY PHARMA PLC13.0K sharesnew addition2025-09-302025-11-14 PLNT PLANET FITNESS INC4.3K shares59.30%2025-09-302025-11-14 SNY SANOFI SA8.9K sharesnew addition2025-09-302025-11-14 NAMS NEWAMSTERDAM PHARMA COMPANY14.6K shares-28.92%2025-09-302025-11-14 AAPL APPLE INC1.6K sharesnew addition2025-09-302025-11-14 TEM TEMPUS AI INC5.0K shares2015.19%2025-09-302025-11-14 AMZN AMAZON COM INC1.8K shares57.57%2025-09-302025-11-14 SMMT SUMMIT THERAPEUTICS INC19.0K shares-54.52%2025-09-302025-11-14 EXEL EXELIXIS INC7.4K shares-13.40%2025-09-302025-11-14 PFE PFIZER INC11.8K shares-83.32%2025-09-302025-11-14 META META PLATFORMS INC400 sharesnew addition2025-09-302025-11-14 CAI CARIS LIFE SCIENCES INC9.6K shares-3.95%2025-09-302025-11-14 QURE UNIQURE NV4.8K shares-75.71%2025-09-302025-11-14 BIDU BAIDU INC2.0K shares0.00%2025-09-302025-11-14 GOOGL ALPHABET INC1.1K shares-25.38%2025-09-302025-11-14 MLTX MOONLAKE IMMUNOTHERAPEUTICS35.1K shares1068.40%2025-09-302025-11-14 MRNA MODERNA INC9.3K shares-99.25%2025-09-302025-11-14 KRYS KRYSTAL BIOTECH INC1.3K shares4.96%2025-09-302025-11-14 ALKS ALKERMES PLC6.6K sharesnew addition2025-09-302025-11-14 PTCT PTC THERAPEUTICS INC2.5K shares-33.42%2025-09-302025-11-14 NVDA NVIDIA CORPORATION702 shares-6.52%2025-09-302025-11-14 ZTS ZOETIS INC872 shares32.72%2025-09-302025-11-14 GH GUARDANT HEALTH INC2.0K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP417 shares-36.24%2025-09-302025-11-14 CYTK CYTOKINETICS INC2.1K shares-43.87%2025-09-302025-11-14 MSFT MICROSOFT CORP203 shares0.00%2025-09-302025-11-14 A AGILENT TECHNOLOGIES INC806 shares0.00%2025-09-302025-11-14 CORT CORCEPT THERAPEUTICS INC1.2K sharesnew addition2025-09-302025-11-14 GMAB GENMAB A/S3.0K sharesnew addition2025-09-302025-11-14 AMRX AMNEAL PHARMACEUTICALS INC7.9K sharesnew addition2025-09-302025-11-14 MRUS MERUS N V825 shares-89.38%2025-09-302025-11-14 QCOM QUALCOMM INC447 shares0.00%2025-09-302025-11-14 MTD METTLER TOLEDO INTERNATIONAL42 shares0.00%2025-09-302025-11-14 RXRX RECURSION PHARMACEUTICALS IN5.5K shares0.00%2025-09-302025-11-14 AGIO AGIOS PHARMACEUTICALS INCN/A sharesSold allโโ2025-11-192025-12-05 MGNX MACROGENICS INCN/A sharesSold allโโ2025-12-052026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available