BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBNX BETA BIONICS INC Healthcare 72,152.0 $723K 0.02% $10.02 +5.9%
102 BIIB BIOGEN INC Healthcare 3,653.0 $670K 0.02% +88.0 +2.5% $183.33 +3.3%
103 LEGN LEGEND BIOTECH CORP Healthcare 35,886.0 $649K 0.01% -28K -43.9% $18.09 +54.7%
104 CSCO CISCO SYS INC Technology 8,000.0 $621K 0.01% $77.59 +52.3%
105 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,646.0 $612K 0.01% -1.7M -99.7% $131.74 +18.0%
106 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,700.0 $590K 0.01% $125.46 +4.8%
107 CYTK CYTOKINETICS INC Healthcare 8,841.0 $583K 0.01% -384.0 -4.2% $65.91 +18.4%
108 CERT CERTARA INC Healthcare 99,442.0 $567K 0.01% $5.70 -9.3%
109 PRAXIS PRECISION MEDICINES I 1,757.0 $566K 0.01% NEW $322.19
110 PG PROCTER & GAMBLE CO Consumer Defensive 3,900.0 $563K 0.01% $144.44 -1.4%
111 MA MASTERCARD INCORPORATED Financial Services 1,100.0 $550K 0.01% $499.66 -0.0%
112 CENCORA INC 1,716.0 $539K 0.01% +1K +229.4% $314.14
113 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,181.0 $538K 0.01% -24K -88.5% $169.02 +38.2%
114 GDX VANECK ETF TRUST 5,750.0 $528K 0.01% -10K -62.9% $91.77 -6.2%
115 AGMB AGOMAB THERAPEUTICS NV Healthcare 50,000.0 $524K 0.01% NEW $10.49 +4.3%
116 BLK BLACKROCK INC Financial Services 450.0 $433K 0.01% $961.71 +10.6%
117 V VISA INC Financial Services 1,400.0 $423K 0.01% $302.24 +9.4%
118 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 9,030.0 $359K 0.01% NEW $39.72 +0.2%
119 DNLI DENALI THERAPEUTICS INC Healthcare 17,766.0 $341K 0.01% +11K +148.9% $19.20 +0.5%
120 GPCR STRUCTURE THERAPEUTICS INC Healthcare 6,803.0 $328K 0.01% -138K -95.3% $48.20 -19.5%
Page 6 of 8  ·  155 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%