Filed: 8/14/2025ACC: 0001104659-25-078490
📋 What this filing means
BELLEVUE GROUP AG filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $4.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$4.54B
Total AUM (reported)
91.15M
Total Shares
Allocation by class
COM$3.57B78.7%
SPONSORED ADR$322.40M7.1%
COM NEW$279.91M6.2%
SHS$109.57M2.4%
ADS$76.62M1.7%
COMMON STOCK$38.58M0.9%
CL A COM$36.42M0.8%
Portfolio Concentration
Top 3$853.80M18.8%
4–10$1.41B31.0%
11–25$1.11B24.5%
Rest$1.16B25.7%
Top 3 weight
18.8%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 91.15M
Sole
Full voting authority
91.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other142
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings142
Rows:
ARGENX SE
DFNDShares571.04K
TypeSH
Market value$314.77M
6.94%
Sole
571.04K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
DFNDShares7.85M
TypeSH
Market value$310.28M
6.84%
Sole
7.85M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
DFNDShares1.82M
TypeSH
Market value$228.76M
5.04%
Sole
1.82M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
DFNDShares676.37K
TypeSH
Market value$220.56M
4.86%
Sole
676.37K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares1.56M
TypeSH
Market value$212.72M
4.69%
Sole
1.56M
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares535.09K
TypeSH
Market value$211.70M
4.67%
Sole
535.09K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares378.73K
TypeSH
Market value$205.80M
4.54%
Sole
378.73K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
DFNDShares441.61K
TypeSH
Market value$196.60M
4.33%
Sole
441.61K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
DFNDShares1.77M
TypeSH
Market value$189.60M
4.18%
Sole
1.77M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
DFNDShares4.58M
TypeSH
Market value$168.47M
3.71%
Sole
4.58M
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
DFNDShares3.59M
TypeSH
Market value$119.41M
2.63%
Sole
3.59M
Shared
0.00
None
0.00
INCYTE CORP
DFNDShares1.57M
TypeSH
Market value$106.94M
2.36%
Sole
1.57M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
DFNDShares1.99M
TypeSH
Market value$105.93M
2.33%
Sole
1.99M
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
DFNDShares2.95M
TypeSH
Market value$104.39M
2.30%
Sole
2.95M
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares921.04K
TypeSH
Market value$80.29M
1.77%
Sole
921.04K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
DFNDShares2.44M
TypeSH
Market value$76.62M
1.69%
Sole
2.44M
Shared
0.00
None
0.00
DEXCOM INC
DFNDShares860.83K
TypeSH
Market value$75.14M
1.66%
Sole
860.83K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
DFNDShares889.08K
TypeSH
Market value$69.53M
1.53%
Sole
889.08K
Shared
0.00
None
0.00
INSULET CORP
DFNDShares219.01K
TypeSH
Market value$68.81M
1.52%
Sole
219.01K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
DFNDShares3.31M
TypeSH
Market value$67.31M
1.48%
Sole
3.31M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
DFNDShares316.73K
TypeSH
Market value$54.56M
1.20%
Sole
316.73K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
DFNDShares2.89M
TypeSH
Market value$49.15M
1.08%
Sole
2.89M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares113.54K
TypeSH
Market value$46.04M
1.01%
Sole
113.54K
Shared
0.00
None
0.00
PENUMBRA INC
DFNDShares174.05K
TypeSH
Market value$44.67M
0.98%
Sole
174.05K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares142.30K
TypeSH
Market value$44.39M
0.98%
Sole
142.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SEDFND | SPONSORED ADR | 571.04K | SH | $314.77M 6.94% | 571.04K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCDFND | COM | 7.85M | SH | $310.28M 6.84% | 7.85M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCDFND | COM | 1.82M | SH | $228.76M 5.04% | 1.82M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 676.37K | SH | $220.56M 4.86% | 676.37K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 1.56M | SH | $212.72M 4.69% | 1.56M | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | COM | 535.09K | SH | $211.70M 4.67% | 535.09K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 378.73K | SH | $205.80M 4.54% | 378.73K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCDFND | COM | 441.61K | SH | $196.60M 4.33% | 441.61K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPDFND | COM | 1.77M | SH | $189.60M 4.18% | 1.77M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 4.58M | SH | $168.47M 3.71% | 4.58M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCDFND | COM | 3.59M | SH | $119.41M 2.63% | 3.59M | 0.00 | 0.00 |
INCYTE CORPDFND | COM | 1.57M | SH | $106.94M 2.36% | 1.57M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCDFND | COM | 1.99M | SH | $105.93M 2.33% | 1.99M | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPDFND | COM | 2.95M | SH | $104.39M 2.30% | 2.95M | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 921.04K | SH | $80.29M 1.77% | 921.04K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 2.44M | SH | $76.62M 1.69% | 2.44M | 0.00 | 0.00 |
DEXCOM INCDFND | COM | 860.83K | SH | $75.14M 1.66% | 860.83K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPDFND | COM | 889.08K | SH | $69.53M 1.53% | 889.08K | 0.00 | 0.00 |
INSULET CORPDFND | COM | 219.01K | SH | $68.81M 1.52% | 219.01K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWDFND | COM NEW | 3.31M | SH | $67.31M 1.48% | 3.31M | 0.00 | 0.00 |
BECTON DICKINSON & CODFND | COM | 316.73K | SH | $54.56M 1.20% | 316.73K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCDFND | COM | 2.89M | SH | $49.15M 1.08% | 2.89M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 113.54K | SH | $46.04M 1.01% | 113.54K | 0.00 | 0.00 |
PENUMBRA INCDFND | COM | 174.05K | SH | $44.67M 0.98% | 174.05K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 142.30K | SH | $44.39M 0.98% | 142.30K | 0.00 | 0.00 |
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