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Portfolio (Quarterly) Guide ↗

Bellevue Group AG

· CIK 0001674546
13F Portfolio $5.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New
Page 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 2,884.0 $1.7M 0.03% NEW $582.34 -11.8%
102 EXACT SCIENCES CORP 16,062.0 $1.6M 0.03% NEW $101.56
103 CAH CARDINAL HEALTH INC Healthcare 7,669.0 $1.6M 0.03% NEW $205.50 -2.4%
104 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 16,543.0 $1.4M 0.03% NEW $87.34 +15.5%
105 LH LABCORP HOLDINGS INC Healthcare 5,669.0 $1.4M 0.03% NEW $250.88 +1.9%
106 PFE PFIZER INC Healthcare 56,847.0 $1.4M 0.03% NEW $24.90 +4.2%
107 LEGN LEGEND BIOTECH CORP Healthcare 63,971.0 $1.4M 0.03% NEW $21.74 +28.7%
108 GDX VANECK ETF TRUST 15,500.0 $1.3M 0.03% NEW $85.77 +0.3%
109 NEWAMSTERDAM PHARMA COMPANY 36,336.0 $1.3M 0.02% NEW $35.08
110 DGX QUEST DIAGNOSTICS INC Healthcare 7,280.0 $1.3M 0.02% NEW $173.53 +11.7%
111 CMPS COMPASS PATHWAYS PLC Healthcare 142,243.0 $981K 0.02% NEW $6.90 +68.0%
112 AAPL APPLE INC Technology 3,320.0 $903K 0.02% NEW $271.86 +12.2%
113 CERT CERTARA INC Healthcare 99,442.0 $876K 0.02% NEW $8.81 -41.3%
114 BLLN BILLIONTOONE INC Healthcare 10,589.0 $867K 0.02% NEW $81.84 +5.3%
115 AMZN AMAZON COM INC Consumer Cyclical 3,541.0 $817K 0.01% NEW $230.82 +16.3%
116 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 7,504.0 $803K 0.01% NEW $107.04 -15.3%
117 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 11,550.0 $767K 0.01% NEW $66.39 +13.8%
118 NVDA NVIDIA CORPORATION Technology 3,933.0 $734K 0.01% NEW $186.50 +17.7%
119 MLYS MINERALYS THERAPEUTICS INC Healthcare 19,826.0 $719K 0.01% NEW $36.29 -16.7%
120 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,700.0 $689K 0.01% NEW $146.58 -10.3%
Page 6 of 9  ·  176 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 0.3%
Consumer Cyclical 0.1%
Financial Services 0.1%
Communication Services 0.0%
Consumer Defensive 0.0%