Bellevue Group Ag Top Holdings and 13F Report (2025)

About Bellevue Group Ag

Investment Activity

Bellevue Group Ag has $5.20 billion in total holdings as of December 31, 2024.
Bellevue Group Ag owns shares of 161 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 3.06% of the portfolio was purchased this quarter.
About 15.85% of the portfolio was sold this quarter.
This quarter, Bellevue Group Ag has purchased 163 new stocks and bought additional shares in 50 stocks.
Bellevue Group Ag sold shares of 68 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

argenx: $364,808,160
Ionis Pharmaceuticals: $275,089,752
Neurocrine Biosciences: $248,430,000
Intuitive Surgical: $242,386,219
Intra-Cellular Therapies: $203,808,845

Largest New Holdings this Quarter

Bruker: $21,079,049 Holding
Masimo: $3,994,640 Holding
SPDR S&P 500 ETF Trust: $3,317,213 Holding
BRIGHTSPRING HEALTH SVCS INC: $2,965,809 Holding
VanEck Gold Miners ETF: $888,442 Holding

Largest Purchases this Quarter

Merck & Co., Inc.: 221,993 shares (about $22.08M)
Bruker: 359,588 shares (about $21.08M)
Amgen: 64,088 shares (about $16.70M)
Encompass Health: 169,289 shares (about $15.63M)
Scholar Rock: 349,487 shares (about $15.10M)

Largest Sales this Quarter

Exact Sciences: 755,409 shares (about $42.45M)
Tandem Diabetes Care: 1,068,435 shares (about $38.49M)
CareDx: 1,771,044 shares (about $37.92M)
Vertex Pharmaceuticals: 83,972 shares (about $33.82M)
UnitedHealth Group: 65,837 shares (about $33.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ARGX argenx	$364,808,160	$24,381,675 ▼	-6.3%	593,184	7.0%	Medical
IONS Ionis Pharmaceuticals	$275,089,752	$199,272 ▼	-0.1%	7,868,700	5.3%	Medical
NBIX Neurocrine Biosciences	$248,430,000	$5,978,700 ▼	-2.4%	1,820,000	4.8%	Medical
ISRG Intuitive Surgical	$242,386,219	$16,910,460 ▼	-6.5%	464,377	4.7%	Medical
ITCI Intra-Cellular Therapies	$203,808,845	$3,790,722 ▼	-1.8%	2,440,240	3.9%	Medical
VRTX Vertex Pharmaceuticals	$196,289,672	$33,815,524 ▼	-14.7%	487,434	3.8%	Medical
RVMD Revolution Medicines	$191,883,006	$21,190,280 ▼	-9.9%	4,386,900	3.7%	Medical
ABT Abbott Laboratories	$191,004,333	$6,252,495 ▼	-3.2%	1,688,660	3.7%	Medical
BSX Boston Scientific	$190,724,549	$28,359,279 ▼	-12.9%	2,135,295	3.7%	Medical
SYK Stryker	$187,235,361	$2,369,489 ▼	-1.2%	520,026	3.6%	Medical
ALNY Alnylam Pharmaceuticals	$181,251,763	$9,136,381 ▼	-4.8%	770,268	3.5%	Medical
INCY Incyte	$149,017,005	$478,448 ▲	0.3%	2,157,478	2.9%	Medical
AGIO Agios Pharmaceuticals	$115,507,829	$7,254,338 ▼	-5.9%	3,515,150	2.2%	Medical
SRRK Scholar Rock	$108,512,022	$15,104,828 ▲	16.2%	2,510,690	2.1%	Medical
PODD Insulet	$84,042,871	$25,992,651 ▼	-23.6%	321,917	1.6%	Medical
MDT Medtronic	$83,310,686	$2,741,082 ▲	3.4%	1,042,948	1.6%	Medical
EW Edwards Lifesciences	$81,273,688	$2,681,959 ▼	-3.2%	1,097,848	1.6%	Medical
DXCM DexCom	$81,273,072	$2,178,027 ▲	2.8%	1,045,044	1.6%	Medical
UNH UnitedHealth Group	$80,792,418	$33,304,305 ▼	-29.2%	159,713	1.6%	Medical
CLDX Celldex Therapeutics	$77,619,711		0.0%	3,071,615	1.5%	Medical
BDX Becton, Dickinson and Company	$76,579,515	$19,284 ▼	0.0%	337,548	1.5%	Medical
BHVN Biohaven	$76,225,860		0.0%	2,040,853	1.5%	Medical
MRNA Moderna	$66,564,466	$1,705 ▲	0.0%	1,600,877	1.3%	Medical
PEN Penumbra	$56,532,826	$8,223,932 ▼	-12.7%	238,053	1.1%	Medical
WVE Wave Life Sciences	$50,648,445		0.0%	4,094,458	1.0%	Medical
ARVN Arvinas	$45,808,632	$57,510 ▲	0.1%	2,389,600	0.9%	Medical
GEHC GE HealthCare Technologies	$40,998,687	$590,494 ▼	-1.4%	524,414	0.8%	Medical
EXAS Exact Sciences	$38,999,007	$42,446,432 ▼	-52.1%	694,056	0.8%	Medical
EWTX Edgewise Therapeutics	$38,152,404		0.0%	1,428,929	0.7%	Medical
BEAM Beam Therapeutics	$37,649,401		0.0%	1,518,121	0.7%	Medical
PRCT PROCEPT BioRobotics	$37,272,225	$12,061,654 ▼	-24.4%	462,894	0.7%	Medical
RMD ResMed	$36,771,751	$152,079 ▲	0.4%	160,793	0.7%	Medical
IMCR Immunocore	$35,561,188		0.0%	1,205,464	0.7%	Medical
LLY Eli Lilly and Company	$35,098,980	$941,068 ▲	2.8%	45,465	0.7%	Medical
CI The Cigna Group	$34,574,109	$1,877,200 ▲	5.7%	125,205	0.7%	Medical
ALGN Align Technology	$33,362,226	$3,337,620 ▲	11.1%	160,003	0.6%	Medical
COOPER COS INC	$32,830,961	$3,699,539 ▼	-10.1%	357,130	0.6%	COM
MGNX MacroGenics	$32,272,380		0.0%	9,929,963	0.6%	Medical
IDXX IDEXX Laboratories	$31,808,006	$5,930,383 ▼	-15.7%	76,935	0.6%	Medical
TMO Thermo Fisher Scientific	$31,714,261	$3,817,968 ▲	13.7%	60,962	0.6%	Medical
ZBH Zimmer Biomet	$31,015,186	$14,702,006 ▼	-32.2%	293,621	0.6%	Medical
RLAY Relay Therapeutics	$30,394,443	$445 ▲	0.0%	7,377,292	0.6%	Medical
GMED Globus Medical	$30,021,993	$8,834,999 ▼	-22.7%	362,979	0.6%	Medical
CDNA CareDx	$29,426,161	$37,918,052 ▼	-56.3%	1,374,412	0.6%	Medical
TNDM Tandem Diabetes Care	$28,184,065	$38,485,029 ▼	-57.7%	782,456	0.5%	Medical
DHR Danaher	$27,528,095	$3,289,911 ▲	13.6%	119,922	0.5%	Medical
INSP Inspire Medical Systems	$27,524,852	$8,639,079 ▼	-23.9%	148,478	0.5%	Medical
VEEV Veeva Systems	$26,822,644	$7,555,754 ▼	-22.0%	127,575	0.5%	Medical
ANNX Annexon	$26,456,898		0.0%	5,157,290	0.5%	Medical
VRNA Verona Pharma	$26,422,270	$30,237,270 ▼	-53.4%	568,955	0.5%	Medical
MRK Merck & Co., Inc.	$26,285,202	$22,083,863 ▲	525.6%	264,226	0.5%	Medical
SAGE Sage Therapeutics	$24,221,563		0.0%	4,460,693	0.5%	Medical
MOH Molina Healthcare	$23,910,049	$4,246,129 ▲	21.6%	82,151	0.5%	Medical
AMGN Amgen	$23,259,514	$16,703,897 ▲	254.8%	89,240	0.4%	Medical
NTRA Natera	$23,060,511	$1,142,451 ▲	5.2%	145,676	0.4%	Medical
STE STERIS	$22,588,372	$3,824,444 ▲	20.4%	109,887	0.4%	Medical
REGN Regeneron Pharmaceuticals	$22,375,710	$3,302,362 ▲	17.3%	31,412	0.4%	Medical
ESPR Esperion Therapeutics	$21,876,941		0.0%	9,944,064	0.4%	Medical
BMRN BioMarin Pharmaceutical	$21,626,550	$128,502 ▼	-0.6%	329,021	0.4%	Medical
BRKR Bruker	$21,079,049	$21,079,049 ▲	New Holding	359,588	0.4%	Computer and Technology
SRPT Sarepta Therapeutics	$20,830,434	$21,038,839 ▼	-50.2%	171,317	0.4%	Medical
CSTL Castle Biosciences	$19,880,420	$13,752,679 ▼	-40.9%	745,982	0.4%	Medical
PRVA Privia Health Group	$18,634,356	$2,072,437 ▼	-10.0%	953,164	0.4%	Medical
HCA HCA Healthcare	$18,574,182	$15,800,496 ▼	-46.0%	61,883	0.4%	Medical
BDTX Black Diamond Therapeutics	$18,228,175		0.0%	8,517,839	0.4%	Medical
HOLX Hologic	$17,870,102	$1,586 ▲	0.0%	247,886	0.3%	Medical
INSM Insmed	$17,845,666	$18,430,297 ▼	-50.8%	258,483	0.3%	Medical
COR Cencora	$17,417,643	$1,228,775 ▲	7.6%	77,522	0.3%	Medical
EHC Encompass Health	$17,410,007	$15,633,839 ▲	880.2%	188,522	0.3%	Medical
NEO NeoGenomics	$17,399,518	$9,176,328 ▼	-34.5%	1,055,796	0.3%	Medical
ELV Elevance Health	$14,144,733	$18,808,367 ▼	-57.1%	38,343	0.3%	Medical
THC Tenet Healthcare	$13,914,333	$13,204,289 ▲	1,859.6%	110,230	0.3%	Medical
GPCR Structure Therapeutics	$13,154,556	$3,924,481 ▼	-23.0%	485,050	0.3%	Medical
EVH Evolent Health	$12,528,653	$17,509,411 ▼	-58.3%	1,113,658	0.2%	Computer and Technology
SIBN SI-BONE	$12,351,326	$7,895,083 ▼	-39.0%	880,979	0.2%	Medical
TMDX TransMedics Group	$12,015,967	$1,426,194 ▲	13.5%	192,718	0.2%	Medical
BIO Bio-Rad Laboratories	$11,021,839	$4,139,226 ▼	-27.3%	33,551	0.2%	Medical
MCK McKesson	$11,007,811	$9,361,911 ▼	-46.0%	19,315	0.2%	Medical
PHR Phreesia	$10,207,236	$420,499 ▼	-4.0%	405,693	0.2%	Medical
AXSM Axsome Therapeutics	$10,062,667	$21,004,516 ▼	-67.6%	118,930	0.2%	Medical
CRL Charles River Laboratories International	$9,290,364	$4,206,665 ▼	-31.2%	50,327	0.2%	Medical
GKOS Glaukos	$9,127,598	$316,074 ▼	-3.3%	60,875	0.2%	Medical
IQV IQVIA	$8,810,132	$16,702,169 ▼	-65.5%	44,833	0.2%	Medical
ABBV AbbVie	$8,042,524	$421,682 ▲	5.5%	45,259	0.2%	Medical
FATE Fate Therapeutics	$7,985,635		0.0%	4,839,779	0.2%	Medical
JNJ Johnson & Johnson	$7,890,033	$479,415 ▲	6.5%	54,557	0.2%	Medical
HUM Humana	$7,196,992	$18,521 ▼	-0.3%	28,367	0.1%	Medical
ALT Altimmune	$6,816,666	$589,677 ▲	9.5%	945,446	0.1%	Medical
AMEH Apollo Medical	$6,471,186	$1,543,173 ▼	-19.3%	205,239	0.1%	Medical
BGNE BeiGene	$6,322,439	$4,525,395 ▼	-41.7%	34,229	0.1%	Medical
TERN Terns Pharmaceuticals	$5,882,112	$108,684 ▲	1.9%	1,061,753	0.1%	Medical
ILMN Illumina	$5,840,032	$199,510 ▼	-3.3%	43,703	0.1%	Medical
WAYSTAR HLDG CORP	$5,794,857	$282,443 ▲	5.1%	157,898	0.1%	COM
LEGN Legend Biotech	$5,445,276	$58,344 ▼	-1.1%	167,341	0.1%	Medical
CNC Centene	$5,237,504	$15,266 ▼	-0.3%	86,456	0.1%	Medical
GILD Gilead Sciences	$4,473,387	$221,873 ▲	5.2%	48,429	0.1%	Medical
OMCL Omnicell	$4,217,825	$4,584,403 ▼	-52.1%	94,740	0.1%	Medical
MASI Masimo	$3,994,640	$3,994,640 ▲	New Holding	24,166	0.1%	Medical
TXG 10x Genomics	$3,887,654	$160,157 ▼	-4.0%	270,728	0.1%	Medical
PFE Pfizer	$3,755,587	$12,867 ▲	0.3%	141,560	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Bellevue Group Ag Top Holdings and 13F Report (2025)

About Bellevue Group Ag

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bellevue Group Ag Top Holdings and 13F Report (2025)

About Bellevue Group Ag

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBellevue Group Ag

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools