Bellevue Group AG

CIK 1674546 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $4.2B
every reported holding for this filer and quarter, including ones with no disclosed value: 167
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 19
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 40

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10586` · issuer key `iss:1908`	ADD	−$4.3M	+788	$309M	$304M	681,120	681,908
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:17260` · issuer key `iss:165`	TRIM	−$160M	−148,854	$388M	$229M	461,854	313,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15140` · issuer key `iss:1537`	ADD	+$205M	+264,746	$10.8M	$215M	13,928	278,674
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17712` · issuer key `iss:1630`	TRIM	−$2.5M	−472,019	$179M	$176M	4,056,592	3,584,573
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10600` · issuer key `iss:821`	ADD	+$157M	+1,117,127	$6.5M	$163M	52,752	1,169,879
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14656` · issuer key `iss:1552`	TRIM	−$249M	−3,461,263	$399M	$150M	5,005,719	1,544,456
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11517` · issuer key `iss:1003`	TRIM	−$243M	−2,983,534	$380M	$137M	4,802,199	1,818,665
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:16805` · issuer key `iss:997`	TRIM	−$50.2M	−35,374	$182M	$132M	322,028	286,654
—	share class as filed: COM · position key `sid:sec:prov:4b145c10f034612809a5ead021971789` · issuer key `cusip6:92790C`	ADD	−$4.1M	+2,367,617	$136M	$132M	4,358,527	6,726,144
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16881` · issuer key `iss:1079`	ADD	+$23.3M	+71,462	$101M	$124M	410,323	481,785
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14981` · issuer key `iss:535`	ADD	+$119M	+3,275,960	$188K	$119M	4,040	3,280,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12366` · issuer key `iss:22`	TRIM	−$46.8M	−165,280	$165M	$118M	1,316,915	1,151,635
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13206` · issuer key `iss:1335`	ADD	+$3.5M	+15,800	$104M	$108M	1,037,468	1,053,268
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11671` · issuer key `iss:122`	ADD	+$97.9M	+276,869	$6.1M	$104M	18,489	295,358
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14095` · issuer key `iss:307`	TRIM	−$56.7M	−92,712	$149M	$92.0M	1,559,606	1,466,894
—	share class as filed: COM · position key `sid:sec:prov:bf437640b37b30ed62d091e5e9de5808` · issuer key `cusip6:29337E`	NEW	+$91.0M	+2,320,867	$0	$91.0M	—	2,320,867
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:13406` · issuer key `iss:2156`	ADD	+$9.3M	+190,737	$73.6M	$83.0M	766,592	957,329
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15131` · issuer key `iss:87`	TRIM	−$99.7M	−211,360	$177M	$77.6M	445,903	234,543
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12369` · issuer key `iss:1540`	TRIM	+$7.0M	−550,122	$70.6M	$77.6M	8,345,364	7,795,242
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15220` · issuer key `iss:1725`	TRIM	−$55.4M	−143,340	$127M	$71.4M	360,577	217,237

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 15

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ADS · position key `pos:15541` · issuer key `iss:958`	NO CHANGE	−$12.8M	$97.1M	$84.3M	2,796,803	2,796,803
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11808` · issuer key `iss:635`	NO CHANGE	+$10.2M	$37.9M	$48.1M	1,528,518	1,528,518
—	share class as filed: COM · position key `sid:sec:prov:45f58e3bf467aafd3516eb30bc85b601` · issuer key `cusip6:03589W`	NO CHANGE	+$2.7M	$25.9M	$28.6M	5,157,290	5,157,290
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	NO CHANGE	−$60.0K	$903K	$843K	3,320	3,320
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11944` · issuer key `iss:454`	NO CHANGE	+$4.5K	$616K	$621K	8,000	8,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:15694` · issuer key `iss:72`	NO CHANGE	−$99.3K	$689K	$590K	4,700	4,700
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14583` · issuer key `iss:428`	NO CHANGE	−$309K	$876K	$567K	99,442	99,442
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14992` · issuer key `iss:1485`	NO CHANGE	+$4.4K	$559K	$563K	3,900	3,900
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:14206` · issuer key `iss:1193`	NO CHANGE	−$78.3K	$628K	$550K	1,100	1,100
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11610` · issuer key `iss:287`	NO CHANGE	−$48.9K	$482K	$433K	450	450
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:12848` · issuer key `iss:1921`	NO CHANGE	−$67.9K	$491K	$423K	1,400	1,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPON ADS CL A · position key `pos:11844` · issuer key `iss:1030`	NO CHANGE	+$9.6K	$316K	$325K	11,000	11,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS CLASS A · position key `pos:17429` · issuer key `iss:2052`	NO CHANGE	−$105K	$402K	$297K	1,500	1,500
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17290` · issuer key `iss:39`	NO CHANGE	−$128K	$420K	$292K	1,200	1,200
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14212` · issuer key `iss:396`	NO CHANGE	−$58.4K	$173K	$115K	6,418	6,418

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

155 issuers · 167 rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for VERTEX PHARMACEUTICALS INC, as it reported them
VERTEX PHARMACEUTICALS INC · COM CUSIP — src ↗	$298M	667,375
VERTEX PHARMACEUTICALS INC · COM CUSIP — src ↗	$6.5M	14,533

$304M

681,908

7.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARGENX SE · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$229M

313,000

5.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REGENERON PHARMACEUTICALS

1 position · 2 reported rows

Rows Bellevue Group AG reported for REGENERON PHARMACEUTICALS, as it reported them
REGENERON PHARMACEUTICALS · COM CUSIP — src ↗	$214M	277,132
REGENERON PHARMACEUTICALS · COM CUSIP — src ↗	$1.2M	1,542

$215M

278,674

5.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHOLAR ROCK HLDG CORP

1 position · 2 reported rows

Rows Bellevue Group AG reported for SCHOLAR ROCK HLDG CORP, as it reported them
SCHOLAR ROCK HLDG CORP · COM CUSIP — src ↗	$176M	3,579,278
SCHOLAR ROCK HLDG CORP · COM CUSIP — src ↗	$260K	5,295

$176M

3,584,573

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for GILEAD SCIENCES INC, as it reported them
GILEAD SCIENCES INC · COM CUSIP — src ↗	$156M	1,118,000
GILEAD SCIENCES INC · COM CUSIP — src ↗	$7.2M	51,879

$163M

1,169,879

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REVOLUTION MEDICINES INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for REVOLUTION MEDICINES INC, as it reported them
REVOLUTION MEDICINES INC · COM CUSIP — src ↗	$150M	1,540,588
REVOLUTION MEDICINES INC · COM CUSIP — src ↗	$376K	3,868

$150M

1,544,456

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IONIS PHARMACEUTICALS INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for IONIS PHARMACEUTICALS INC, as it reported them
IONIS PHARMACEUTICALS INC · COM CUSIP — src ↗	$134M	1,790,000
IONIS PHARMACEUTICALS INC · COM CUSIP — src ↗	$2.2M	28,665

$137M

1,818,665

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$132M

286,654

3.1%

—

VIRIDIAN THERAPEUTICS INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for VIRIDIAN THERAPEUTICS INC, as it reported them
VIRIDIAN THERAPEUTICS INC · COM CUSIP 92790C104 src ↗	$131M	6,717,515
VIRIDIAN THERAPEUTICS INC · COM CUSIP 92790C104 src ↗	$169K	8,629

ticker not yet mapped

$132M

6,726,144

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KRYSTAL BIOTECH INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for KRYSTAL BIOTECH INC, as it reported them
KRYSTAL BIOTECH INC · COM CUSIP — src ↗	$124M	480,322
KRYSTAL BIOTECH INC · COM CUSIP — src ↗	$378K	1,463

$124M

481,785

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRINETICS PHARMACEUTICALS IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$119M

3,280,000

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$118M

1,151,635

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUVALENT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$108M

1,053,268

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for AMGEN INC, as it reported them
AMGEN INC · COM CUSIP — src ↗	$94.3M	268,000
AMGEN INC · COM CUSIP — src ↗	$9.6M	27,358

$104M

295,358

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$92.0M

1,466,894

2.2%

—

ENLIVEN THERAPEUTICS INC · COM CUSIP 29337E102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$91.0M

2,320,867

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IMMUNOCORE HLDGS PLC · ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$84.3M

2,796,803

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$83.0M

957,329

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALNYLAM PHARMACEUTICALS INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for ALNYLAM PHARMACEUTICALS INC, as it reported them
ALNYLAM PHARMACEUTICALS INC · COM CUSIP — src ↗	$77.3M	233,679
ALNYLAM PHARMACEUTICALS INC · COM CUSIP — src ↗	$286K	864

$77.6M

234,543

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RELAY THERAPEUTICS INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for RELAY THERAPEUTICS INC, as it reported them
RELAY THERAPEUTICS INC · COM CUSIP — src ↗	$77.5M	7,793,318
RELAY THERAPEUTICS INC · COM CUSIP — src ↗	$19.1K	1,924

$77.6M

7,795,242

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$71.4M

217,237

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VAXCYTE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$69.2M

1,190,697

1.6%

—

VERA THERAPEUTICS INC

1 position · 2 reported rows

Rows Bellevue Group AG reported for VERA THERAPEUTICS INC, as it reported them
VERA THERAPEUTICS INC · CL A CUSIP 92337R101 src ↗	$68.1M	1,692,906
VERA THERAPEUTICS INC · CL A CUSIP 92337R101 src ↗	$719K	17,865

ticker not yet mapped

$68.8M

1,710,771

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$67.2M

839,451

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DAMORA THERAPEUTICS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$59.5M

2,298,000

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TANGO THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$50.2M

2,400,000

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$50.1M

89,131

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ULTRAGENYX PHARMACEUTICAL IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$49.9M

2,380,000

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEXCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$49.5M

788,766

1.2%

—

JADE BIOSCIENCES INC · COM NEW CUSIP 008064206
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$49.2M

3,501,502

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDGEWISE THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$48.1M

1,528,518

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$40.1M

148,203

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$38.3M

202,164

0.9%

—

CELLDEX THERAPEUTICS INC NEW · COM NEW CUSIP 15117B202
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$38.1M

1,200,000

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RESMED INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$35.8M

159,346

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INSULET CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$34.3M

163,656

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$31.7M

64,412

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$31.2M

33,932

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.7M

416,887

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISC MEDICINE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.4M

459,314

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.1M

119,102

0.7%

—

ANNEXON INC · COM CUSIP 03589W102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$28.6M

5,157,290

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$26.2M

98,263

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORUKA THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.9M

507,008

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.9M

206,591

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALIGN TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$23.9M

139,680

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STERIS PLC · SHS USD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.1M

99,878

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLOBUS MED INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$21.3M

247,261

0.5%

—

MONTE ROSA THERAPEUTICS INC · COM CUSIP 61225M102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$20.6M

1,250,000

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.3M

93,567

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COOPER COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.5M

272,184

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.3M

22,352

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BECTON DICKINSON & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.2M

121,887

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA HEALTHCARE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$17.9M

37,765

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLAUKOS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.7M

145,703

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELEVANCE HEALTH INC FORMERLY · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.4M

52,518

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZIMMER BIOMET HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.1M

155,571

0.3%

—

PROCEPT BIOROBOTICS CORP · COM CUSIP 74276L105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$12.6M

502,286

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIVANOVA PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.8M

186,185

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUMANA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.2M

64,498

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSMEDICS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.1M

101,139

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VEEVA SYS INC · CL A COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.9M

56,517

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENTENE CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.5M

261,066

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEVA PHARMACEUTICAL INDS LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

250,082

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TENET HEALTHCARE CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.2M

38,269

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

10X GENOMICS INC · CL A COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

329,492

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CVS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.4M

89,363

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NATERA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.3M

31,694

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WAYSTAR HLDG CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.2M

256,139

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDLINE INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.1M

136,635

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INSPIRE MED SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.1M

99,735

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRIVIA HEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.7M

226,703

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PENUMBRA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.0M

12,267

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ATRIUM THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

263,096

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

107,635

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLUMINA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.5M

20,223

0.1%

—

KESTRA MED TECHNOLOGIES LTD · SHS CUSIP G52441105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.3M

115,590

0.1%

—

OMADA HEALTH INC · COM CUSIP 68170A108
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.0M

157,938

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRIDGEBIO PHARMA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.9M

25,377

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BIONTECH SE · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.9M

20,851

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYALTY PHARMA PLC · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.8M

38,296

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.8M

2,700

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INSMED INC · COM PAR $.01 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.6M

10,034

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MADRIGAL PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.6M

3,040

0.0%

—

MASIMO CORP · COM CUSIP 574795100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$1.6M

8,753

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROTAGONIST THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.5M

14,447

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED THERAPEUTICS CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.2M

2,077

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BEONE MEDICINES LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.1M

3,812

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHREESIA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.1M

130,992

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADAPTIVE BIOTECHNOLOGIES COR · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.1M

76,181

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.0M

17,038

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENCOMPASS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$951K

9,829

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWAMSTERDAM PHARMA COMPANY · ORDINARY SHARES CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$885K

27,661

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$843K

3,320

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BILLIONTOONE INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$833K

10,554

0.0%

—

MINERALYS THERAPEUTICS INC · COM CUSIP 603170101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$796K

29,374

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINOR ASA · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$742K

17,573

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$741K

4,370

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BP PLC · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$735K

15,644

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$729K

7,844

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 72.7%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 278 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 167 / 167median book 97.5 positions

195 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Bellevue Group AG's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.