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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 7 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JD JD.COM INC Consumer Cyclical 11,000.0 $325K 0.01% $29.57 +6.4%
122 ALKS ALKERMES PLC Healthcare 8,870.0 $314K 0.01% +2K +34.5% $35.36 +4.5%
123 GRMN GARMIN LTD Technology 1,321.0 $306K 0.01% -405.0 -23.5% $232.01 +3.3%
124 SMMT SUMMIT THERAPEUTICS INC Healthcare 15,858.0 $301K 0.01% +2K +11.2% $18.96 -5.6%
125 ACN ACCENTURE PLC IRELAND Technology 1,500.0 $297K 0.01% $198.29 -10.3%
126 ADBE ADOBE INC Technology 1,200.0 $292K 0.01% $243.08 +0.4%
127 AMZN AMAZON COM INC Consumer Cyclical 1,353.0 $282K 0.01% -2K -61.8% $208.27 +28.9%
128 TVTX TRAVERE THERAPEUTICS INC Healthcare 8,899.0 $264K 0.01% +5K +132.5% $29.71 +46.4%
129 HALO HALOZYME THERAPEUTICS INC Healthcare 3,857.0 $249K 0.01% NEW $64.63 +6.0%
130 OLMA OLEMA PHARMACEUTICALS INC Healthcare 16,443.0 $245K 0.01% +13K +321.4% $14.91 -5.7%
131 CRSP CRISPR THERAPEUTICS AG Healthcare 5,016.0 $239K 0.01% +3K +166.8% $47.57 +4.9%
132 TEM TEMPUS AI INC Healthcare 4,950.0 $224K 0.01% +174.0 +3.6% $45.22 +1.5%
133 CAH CARDINAL HEALTH INC Healthcare 863.0 $182K 0.00% -7K -88.8% $211.31 -5.1%
134 PTCT PTC THERAPEUTICS INC Healthcare 1,935.0 $132K 0.00% -5K -71.4% $68.13 +4.2%
135 IQVIA HLDGS INC 740.0 $126K 0.00% -41K -98.2% $170.54
136 ASCENDIS PHARMA A/S 536.0 $123K 0.00% -24K -97.8% $228.73
137 ABVX ABIVAX SA Healthcare 1,048.0 $117K 0.00% NEW $111.35 +11.4%
138 CAI CARIS LIFE SCIENCES INC Healthcare 6,418.0 $115K 0.00% $17.88 -10.9%
139 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,545.0 $97K 0.00% -10K -86.6% $62.70 +20.5%
140 GOOGL ALPHABET INC Communication Services 314.0 $90K 0.00% -2K -84.8% $287.56 +34.8%
Page 7 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%