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Portfolio (Quarterly) Guide ↗

Bellevue Group AG

· CIK 0001674546
13F Portfolio $4.2B AUM 167 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 33 Added 83 Reduced 40 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,181.0 $538K 0.01% -24K -88.5% $169.02 +38.2%
62 GDX VANECK ETF TRUST 5,750.0 $528K 0.01% -10K -62.9% $91.77 -6.2%
63 GPCR STRUCTURE THERAPEUTICS INC Healthcare 6,803.0 $328K 0.01% -138K -95.3% $48.20 -19.5%
64 GRMN GARMIN LTD Technology 1,321.0 $306K 0.01% -405.0 -23.5% $232.01 +3.3%
65 AMZN AMAZON COM INC Consumer Cyclical 1,353.0 $282K 0.01% -2K -61.8% $208.27 +28.9%
66 CAH CARDINAL HEALTH INC Healthcare 863.0 $182K 0.00% -7K -88.8% $211.31 -5.1%
67 PTCT PTC THERAPEUTICS INC Healthcare 1,935.0 $132K 0.00% -5K -71.4% $68.13 +4.2%
68 IQVIA HLDGS INC 740.0 $126K 0.00% -41K -98.2% $170.54
69 ASCENDIS PHARMA A/S 536.0 $123K 0.00% -24K -97.8% $228.73
70 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,545.0 $97K 0.00% -10K -86.6% $62.70 +20.5%
71 GOOGL ALPHABET INC Communication Services 314.0 $90K 0.00% -2K -84.8% $287.56 +34.8%
72 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 1,016.0 $88K 0.00% -6K -86.5% $86.97 +4.2%
73 LH LABCORP HOLDINGS INC Healthcare 280.0 $75K 0.00% -5K -95.1% $266.81 -4.1%
74 NVDA NVIDIA CORPORATION Technology 408.0 $71K 0.00% -4K -89.6% $174.40 +25.9%
75 MSFT MICROSOFT CORP Technology 172.0 $64K 0.00% -1K -86.6% $370.17 +13.2%
76 ZTS ZOETIS INC Healthcare 533.0 $63K 0.00% -196.0 -26.9% $118.21 -32.6%
77 INCY INCYTE CORP Healthcare 486.0 $46K 0.00% -4K -89.8% $94.12 +3.5%
78 MTD METTLER TOLEDO INTERNATIONAL Healthcare 36.0 $45K 0.00% -2.0 -5.3% $1261.19 -13.5%
79 WVE WAVE LIFE SCIENCES LTD Healthcare 5,261.0 $38K 0.00% -1.5M -99.7% $7.25 -14.6%
80 ORCL ORACLE CORP Technology 191.0 $28K 0.00% -12.0 -5.9% $147.11 +29.0%
Page 4 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 99.6%
Technology 0.2%
Energy 0.1%
Financial Services 0.1%
Consumer Cyclical 0.0%
Communication Services 0.0%
Consumer Defensive 0.0%