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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 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DGX QUEST DIAGNOSTICS INC Healthcare 131.0 $26K 0.00% -7K -98.2% $195.98 -1.1%
82 QCOM QUALCOMM INC Technology 197.0 $25K 0.00% -12.0 -5.7% $128.78 +57.3%
83 RXRX RECURSION PHARMACEUTICALS IN Healthcare 4,627.0 $14K -294.0 -6.0% $3.07 -3.6%
Page 5 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%