Bellevue Group AG
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Bellevue Group AG reported 166 stock positions worth $6.2 billion. Its top holding was Ionis Pharmaceuticals (IONS) at 6.4% of the portfolio, followed by Argenx SE - ADR (ARGX, 4.8%) and Vertex Pharmaceuticals (VRTX, 4.5%). Compared with Q1 2024, it opened 8 new positions, sold out of 12, added to 64 and reduced 62. The biggest buy was Alnylam Pharmaceuticals (ALNY, shares +0%) and the biggest sale Macrogenics (MGNX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ZURICH, V8
- CIK
- 0001674546
- Portfolio Value
- $6.2B (Q2 2024)
- SEC Filing
- 0000950123-24-008688 ↗ filed Aug 14, 2024
Holdings Value
Holdings 166 stocks · $6.2B
| IONS Ionis Pharmaceuticals Inc. | 6.40% | 8,260,434 | $393.7M | Reduce -0.5% |
| ARGX Argenx SE - ADR | 4.83% | 691,874 | $297.5M | Reduce -14.7% |
| VRTX Vertex Pharmaceuticals Inc. | 4.52% | 593,461 | $278.2M | Reduce -11.3% |
| NBIX Neurocrine Biosciences Inc. | 4.25% | 1,898,640 | $261.4M | Reduce -7.7% |
| ISRG Intuitive Surgical Inc. | 3.90% | 539,904 | $240.2M | Reduce -20.9% |
| ALNY Alnylam Pharmaceuticals Inc. | 3.63% | 919,834 | $223.5M | Add +0.2% |
| BSX Boston Scientific Corp. | 3.22% | 2,569,588 | $197.9M | Reduce -18.4% |
| RVMD Revolution Medicines Inc. | 3.17% | 5,029,100 | $195.2M | Reduce -0.9% |
| SYK Stryker Corp. | 3.02% | 545,934 | $185.8M | Add +21.5% |
| MRNA Moderna Inc. | 3.02% | 1,563,735 | $185.7M | Reduce -8.6% |
| ITCI Intra-Cellular Therapies Inc. | 2.75% | 2,471,285 | $169.3M | Reduce -12.3% |
| AGIO Agios Pharmaceuticals Inc. | 2.72% | 3,879,548 | $167.3M | Reduce -3.2% |
| ABT Abbott Laboratories | 2.71% | 1,606,153 | $166.9M | Add +12.0% |
| DXCM Dexcom Inc. | 2.34% | 1,268,687 | $143.8M | Add +3.9% |
| INCY Incyte Corp. | 2.12% | 2,153,504 | $130.5M | Add +0.0% |
| EW Edwards Lifesciences Corp. | 1.89% | 1,260,461 | $116.4M | Add +14.3% |
| CLDX Celldex Therapeutics Inc. | 1.79% | 2,971,615 | $110.0M | Add +6.3% |
| UNH Unitedhealth Group Inc. | 1.70% | 205,675 | $104.7M | Add +38.3% |
| PODD Insulet Corp. | 1.43% | 435,420 | $87.9M | Add +48.2% |
| BDX Becton Dickinson and Co. | 1.32% | 347,333 | $81.2M | Reduce -16.4% |
| MDT Medtronic PLC | 1.28% | 1,001,747 | $78.8M | Reduce -0.5% |
| BHVN Biohaven Ltd. | 1.15% | 2,040,853 | $70.8M | Add +77.5% |
| INSM Insmed Inc. | 1.11% | 1,021,700 | $68.5M | Reduce -52.3% |
| ARVN Arvinas Inc. | 1.03% | 2,390,800 | $63.6M | No change |
| TNDM Tandem Diabetes Care Inc. | 1.01% | 1,543,267 | $62.2M | Reduce -24.1% |
| CDNA Caredx Inc. | 0.99% | 3,912,575 | $60.8M | Reduce -0.5% |
| ELV Elevance Health Inc. | 0.89% | 101,549 | $55.0M | Add +3.0% |
| PEN Penumbra Inc. | 0.82% | 282,049 | $50.8M | Add +55.7% |
| EXAS Exact Sciences Corp. | 0.80% | 1,158,880 | $49.0M | Add +1.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.79% | 449,081 | $48.7M | Add +59.1% |
| SAGE Sage Therapeutics Inc. | 0.79% | 4,464,693 | $48.5M | Reduce -0.0% |
| CRL Charles River Laboratories | 0.78% | 232,702 | $48.1M | Add +1.3% |
| IDXX Idexx Laboratories Inc. | 0.74% | 93,358 | $45.5M | No change |
| LLY Eli Lilly & Co. | 0.73% | 49,674 | $45.0M | Reduce -14.3% |
| BIO Bio-Rad Laboratories-A | 0.69% | 155,258 | $42.4M | Reduce -0.9% |
| MGNX Macrogenics Inc. | 0.69% | 9,942,313 | $42.3M | Reduce -0.2% |
| AXSM Axsome Therapeutics Inc. | 0.68% | 516,533 | $41.6M | Reduce -24.6% |
| RLAY Relay Therapeutics Inc. | 0.68% | 6,377,115 | $41.6M | Add +7.6% |
| EPIX Essa Pharma Inc. | 0.67% | 7,889,583 | $41.5M | No change |
| PRCT Procept Biorobotics Corp. | 0.66% | 669,049 | $40.9M | Reduce -24.8% |
| CI The Cigna Group | 0.66% | 123,090 | $40.7M | Add +54.5% |
| GEHC GE Healthcare Technology | 0.66% | 521,017 | $40.6M | Add +1.7% |
| EXEL Exelixis Inc. | 0.66% | 1,803,200 | $40.5M | Reduce -5.3% |
| SRPT Sarepta Therapeutics Inc. | 0.65% | 252,321 | $39.9M | Add +0.3% |
| BDTX Black Diamond Therapeutics I | 0.65% | 8,517,839 | $39.7M | No change |
| HCA HCA Healthcare Inc. | 0.64% | 122,304 | $39.3M | Reduce -23.4% |
| OPCH Option Care Health Inc. | 0.64% | 1,416,879 | $39.2M | Reduce -24.1% |
| IMCR Immunocore Holdings PLC-ADR | 0.64% | 1,154,654 | $39.1M | Add +18.8% |
| ALGN Align Technology Inc. | 0.56% | 143,982 | $34.8M | Reduce -7.0% |
| COO The Cooper Cos Inc. | 0.56% | 397,373 | $34.7M | No change |
| GMED Globus Medical Inc. Class A | 0.55% | 497,293 | $34.1M | Reduce -14.2% |
| REGN Regeneron Pharmaceuticals | 0.55% | 32,297 | $33.9M | Add +356.4% |
| CRSP Crispr Therapeutics AG | 0.54% | 617,649 | $33.4M | Reduce -0.4% |
| BEAM Beam Therapeutics Inc. | 0.54% | 1,418,121 | $33.2M | Add +18.9% |
| EVH Evolent Health Inc. Class A | 0.52% | 1,669,835 | $31.9M | Add +12.6% |
| VEEV Veeva Systems Inc. Class A | 0.50% | 168,583 | $30.9M | Add +0.2% |
| TMDX Transmedics Group Inc. | 0.49% | 201,415 | $30.3M | Reduce -44.7% |
| RMD Resmed Inc. | 0.48% | 155,881 | $29.8M | Add +412.9% |
| CNC Centene Corp. | 0.45% | 421,458 | $27.9M | Add +16.1% |
| MCK McKesson Corp. | 0.44% | 46,142 | $26.9M | Add +412.9% |
| CSTL Castle Biosciences Inc. | 0.43% | 1,217,101 | $26.5M | Reduce -0.2% |
| EWTX Edgewise Therapeutics Inc. | 0.42% | 1,428,929 | $25.7M | New |
| ANNX Annexon Inc. | 0.41% | 5,157,290 | $25.3M | Add +136.3% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 42,626 | $23.6M | Add +6.7% |
| NTRA Natera Inc. | 0.38% | 213,987 | $23.2M | Reduce -20.7% |
| SILK Silk Road Medical Inc. filed as SILK RD MED INC | 0.38% | 855,293 | $23.1M | Reduce -43.7% |
| MOH Molina Healthcare Inc. | 0.37% | 76,393 | $22.7M | Reduce -23.5% |
| ESPR Esperion Therapeutics Inc. | 0.36% | 9,944,064 | $22.1M | No change |
| GPCR Structure Therapeutics Inc. | 0.36% | 557,321 | $21.9M | Add +53.1% |
| DHR Danaher Corp. | 0.34% | 83,920 | $21.0M | Reduce -2.7% |
| WVE Wave Life Sciences Ltd. | 0.33% | 4,094,458 | $20.4M | No change |
| COR Cencora Inc. | 0.33% | 89,329 | $20.1M | Reduce -32.1% |
| STE Steris PLC | 0.33% | 91,282 | $20.0M | Add +24.3% |
| HCM Hutchmed China-ADR | 0.32% | 1,149,157 | $19.7M | Reduce -0.5% |
| IQV Iqvia Holdings Inc. | 0.32% | 92,083 | $19.5M | Add +1004.6% |
| PRVA Privia Health Group Inc. | 0.30% | 1,059,171 | $18.4M | No change |
| HOLX Hologic Inc. | 0.30% | 247,826 | $18.4M | Reduce -14.5% |
| SRRK Scholar Rock Holding Corp. | 0.29% | 2,165,203 | $18.0M | No change |
| SIBN Si-Bone Inc. | 0.29% | 1,387,609 | $17.9M | Add +21.7% |
| APLS Apellis Pharmaceuticals Inc. | 0.28% | 444,404 | $17.0M | Reduce -6.2% |
| INSP Inspire Medical Systems Inc. | 0.27% | 124,724 | $16.7M | Reduce -42.7% |
| NEO Neogenomics Inc. | 0.27% | 1,202,096 | $16.7M | Add +27.1% |
| VRNA Verona Pharma Ltd. | 0.27% | 1,134,229 | $16.4M | Reduce -0.4% |
| LEGN Legend Biotech Corp.-ADR | 0.27% | 369,270 | $16.4M | Add +25.9% |
| FATE Fate Therapeutics Inc. | 0.26% | 4,839,779 | $15.9M | No change |
| GBIO Generation Bio Co. | 0.18% | 3,918,856 | $11.1M | Add +1.5% |
| HUM Humana Inc. | 0.17% | 28,440 | $10.6M | Reduce -79.0% |
| ASTH Astrana Health Inc. | 0.17% | 250,617 | $10.2M | Add +2343.6% |
| PHR Phreesia Inc. | 0.15% | 443,341 | $9.4M | No change |
| MRK Merck & Co. Inc. | 0.15% | 74,709 | $9.2M | Reduce -76.0% |
| AMGN Amgen Inc. | 0.15% | 29,528 | $9.2M | Add +33.4% |
| ABBV Abbvie Inc. | 0.12% | 42,204 | $7.2M | Add +53.0% |
| GKOS Glaukos Corp. | 0.11% | 55,926 | $6.6M | No change |
| OMCL Omnicell Inc. | 0.10% | 235,372 | $6.4M | No change |
| TXG 10X Genomics Inc. Class A | 0.10% | 308,311 | $6.0M | No change |
| ATRC Atricure Inc. | 0.08% | 212,559 | $4.8M | Reduce -52.5% |
| ILMN Illumina Inc. | 0.07% | 43,596 | $4.6M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 0.07% | 52,232 | $4.3M | Reduce -83.8% |
| ALT Altimmune Inc. | 0.06% | 600,000 | $4.0M | New |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.06% | 25,629 | $3.7M | Add +2.8% |
Portfolio Sells Q1 2024 → Q2 2024
| MGNX Macrogenics Inc. | Reduce -0.2% | 0.69% | −1.55 |
| ACCD Accolade Inc. | Reduce -82.5% | 0.05% | −0.72 |
| HUM Humana Inc. | Reduce -79.0% | 0.17% | −0.54 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.53 |
| SAGE Sage Therapeutics Inc. | Reduce -0.0% | 0.79% | −0.49 |
| MRK Merck & Co. Inc. | Reduce -76.0% | 0.15% | −0.48 |
| INSP Inspire Medical Systems Inc. | Reduce -42.7% | 0.27% | −0.44 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -83.8% | 0.07% | −0.36 |
| OPCH Option Care Health Inc. | Reduce -24.1% | 0.64% | −0.32 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −0.26 |
| MOH Molina Healthcare Inc. | Reduce -23.5% | 0.37% | −0.26 |
| BDX Becton Dickinson and Co. | Reduce -16.4% | 1.32% | −0.25 |
| ISRG Intuitive Surgical Inc. | Reduce -20.9% | 3.90% | −0.25 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -12.3% | 2.75% | −0.23 |
| ALGN Align Technology Inc. | Reduce -7.0% | 0.56% | −0.21 |
| HCA HCA Healthcare Inc. | Reduce -23.4% | 0.64% | −0.17 |
| COR Cencora Inc. | Reduce -32.1% | 0.33% | −0.16 |
| AXSM Axsome Therapeutics Inc. | Reduce -24.6% | 0.68% | −0.16 |
| APLS Apellis Pharmaceuticals Inc. | Reduce -6.2% | 0.28% | −0.15 |
| BIO Bio-Rad Laboratories-A | Reduce -0.9% | 0.69% | −0.14 |
| ATRC Atricure Inc. | Reduce -52.5% | 0.08% | −0.13 |
| CRSP Crispr Therapeutics AG | Reduce -0.4% | 0.54% | −0.10 |
| TNDM Tandem Diabetes Care Inc. | Reduce -24.1% | 1.01% | −0.09 |
| NBIX Neurocrine Biosciences Inc. | Reduce -7.7% | 4.25% | −0.08 |
| BSX Boston Scientific Corp. | Reduce -18.4% | 3.22% | −0.07 |
| MDT Medtronic PLC | Reduce -0.5% | 1.28% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.05 |
| SILK Silk Road Medical Inc. | Reduce -43.7% | 0.38% | −0.05 |
| HOLX Hologic Inc. | Reduce -14.5% | 0.30% | −0.05 |
| ARGX Argenx SE - ADR | Reduce -14.7% | 4.83% | −0.04 |
| EXEL Exelixis Inc. | Reduce -5.3% | 0.66% | −0.03 |
| DOCS Doximity Inc. Class A | Reduce -49.9% | 0.03% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.02 |
| RDY Dr. Reddy's Laboratories-ADR | Reduce -43.0% | 0.03% | −0.02 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.02 |
| VRNA Verona Pharma Ltd. | Reduce -0.4% | 0.27% | −0.01 |
| ZTS Zoetis Inc. | Reduce -60.8% | 0.01% | −0.01 |
| PRCT Procept Biorobotics Corp. | Reduce -24.8% | 0.66% | −0.01 |
| VERV Verve Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| BMEA Biomea Fusion Inc. | Sold out | 0.00% | −0.00 |
| SMPL The Simply Good Foods Co. | Sold out | 0.00% | −0.00 |
| RGNX Regenxbio Inc. | Sold out | 0.00% | −0.00 |
| GRMN Garmin Ltd. | Reduce -62.5% | 0.00% | −0.00 |
| VKTX Viking Therapeutics Inc. | Reduce -18.5% | 0.00% | −0.00 |
| ALKS Alkermes PLC | Reduce -25.4% | 0.01% | −0.00 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -27.7% | 0.01% | −0.00 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.00 |
| WST West Pharmaceutical Services | Reduce -40.2% | 0.00% | −0.00 |
| KRYS Krystal Biotech Inc. | Reduce -12.7% | 0.01% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| ALNY Alnylam Pharmaceuticals Inc. | Add +0.2% | 3.63% | +1.54 |
| PODD Insulet Corp. | Add +48.2% | 1.43% | +0.66 |
| UNH Unitedhealth Group Inc. | Add +38.3% | 1.70% | +0.58 |
| SYK Stryker Corp. | Add +21.5% | 3.02% | +0.57 |
| REGN Regeneron Pharmaceuticals | Add +356.4% | 0.55% | +0.45 |
| EWTX Edgewise Therapeutics Inc. | New | 0.42% | +0.42 |
| RMD Resmed Inc. | Add +412.9% | 0.48% | +0.39 |
| MCK McKesson Corp. | Add +412.9% | 0.44% | +0.36 |
| IQV Iqvia Holdings Inc. | Add +1004.6% | 0.32% | +0.28 |
| EW Edwards Lifesciences Corp. | Add +14.3% | 1.89% | +0.28 |
| INCY Incyte Corp. | Add +0.0% | 2.12% | +0.25 |
| ABT Abbott Laboratories | Add +12.0% | 2.71% | +0.23 |
| ZBH Zimmer Biomet Holdings Inc. | Add +59.1% | 0.79% | +0.22 |
| CI The Cigna Group | Add +54.5% | 0.66% | +0.22 |
| PEN Penumbra Inc. | Add +55.7% | 0.82% | +0.21 |
| BHVN Biohaven Ltd. | Add +77.5% | 1.15% | +0.19 |
| ANNX Annexon Inc. | Add +136.3% | 0.41% | +0.17 |
| ASTH Astrana Health Inc. | Add +2343.6% | 0.17% | +0.16 |
| SRPT Sarepta Therapeutics Inc. | Add +0.3% | 0.65% | +0.15 |
| GPCR Structure Therapeutics Inc. | Add +53.1% | 0.36% | +0.12 |
| ELV Elevance Health Inc. | Add +3.0% | 0.89% | +0.11 |
| STE Steris PLC | Add +24.3% | 0.33% | +0.07 |
| ALT Altimmune Inc. | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | Add +33.4% | 0.15% | +0.05 |
| WAY Waystar Holding Corp. | New | 0.05% | +0.05 |
| CAH Cardinal Health Inc. | Add +986.1% | 0.05% | +0.05 |
| NEO Neogenomics Inc. | Add +27.1% | 0.27% | +0.04 |
| ABBV Abbvie Inc. | Add +53.0% | 0.12% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +81.9% | 0.05% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +6.7% | 0.38% | +0.03 |
| OM Outset Medical Inc. | Add +33.3% | 0.05% | +0.03 |
| PFE Pfizer Inc. | Add +161.9% | 0.04% | +0.03 |
| CNC Centene Corp. | Add +16.1% | 0.45% | +0.02 |
| LEGN Legend Biotech Corp.-ADR | Add +25.9% | 0.27% | +0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Add +8.8% | 0.04% | +0.01 |
| SIBN Si-Bone Inc. | Add +21.7% | 0.29% | +0.01 |
| GILD Gilead Sciences Inc. | Add +16.9% | 0.04% | +0.01 |
| THC Tenet Healthcare Corp. | Add +27.6% | 0.01% | +0.00 |
| NKE Nike Inc. Class B | New | 0.00% | +0.00 |
| PCVX Vaxcyte Inc. | Add +7.3% | 0.02% | +0.00 |
| KURA Kura Oncology Inc. | New | 0.00% | +0.00 |
| JNJ Johnson & Johnson | Add +21.4% | 0.02% | +0.00 |
| TEM Tempus AI Inc. Class A | New | 0.00% | +0.00 |
| RARE Ultragenyx Pharmaceutical Inc. | New | 0.00% | +0.00 |
| ARQT Arcutis Biotherapeutics Inc. | New | 0.00% | +0.00 |
| AMRX Amneal Pharmaceuticals Inc. | Add +38.3% | 0.01% | +0.00 |
| VTRS Viatris Inc. | Add +82.8% | 0.00% | +0.00 |
| MLYS Mineralys Therapeutics Inc. | Add +90.2% | 0.00% | +0.00 |
| IDYA Ideaya Biosciences Inc. | Add +72.7% | 0.00% | +0.00 |
| ETNB 89BIO Inc. | Add +80.3% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 148 | $4.8B | AMGN, VRTX, ARGX, GILD, RVMD |
| Q1 2026 | 155 | $4.2B | VRTX, ARGX, REGN, SRRK, GILD |
| Q4 2025 | 176 | $5.3B | RVMD, ARGX, IONS, VRTX, NBIX |
| Q3 2025 | 148 | $4.8B | IONS, ARGX, RVMD, NBIX, ALNY |
| Q2 2025 | 142 | $4.5B | ARGX, IONS, NBIX, ALNY, ABT |
| Q1 2025 | 148 | $4.5B | ARGX, IONS, SYK, ISRG, ALNY |
| Q4 2024 | 160 | $5.2B | ARGX, IONS, NBIX, ISRG, ITCI |
| Q3 2024 | 162 | $6.2B | ARGX, IONS, VRTX, ISRG, ALNY |
| Q2 2024 | 166 | $6.2B | IONS, ARGX, VRTX, NBIX, ISRG |
| Q1 2024 | 169 | $6.6B | IONS, ARGX, NBIX, VRTX, ISRG |