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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APLS APELLIS PHARMACEUTICALS INC Healthcare 4,210.0 $106K 0.00% NEW $25.12 +63.3%
162 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 7,913.0 $100K 0.00% NEW $12.60 -1.4%
163 CRSP CRISPR THERAPEUTICS AG Healthcare 1,880.0 $99K 0.00% NEW $52.44 -4.8%
164 OLMA OLEMA PHARMACEUTICALS INC Healthcare 3,902.0 $98K 0.00% NEW $25.00 -43.8%
165 TRVI TREVI THERAPEUTICS INC Healthcare 7,603.0 $95K 0.00% NEW $12.52 +10.9%
166 GMAB GENMAB A/S Healthcare 3,009.0 $93K 0.00% NEW $30.80 -12.2%
167 ZTS ZOETIS INC Healthcare 729.0 $92K 0.00% NEW $125.82 -36.6%
168 TYRA TYRA BIOSCIENCES INC Healthcare 3,143.0 $83K 0.00% NEW $26.29 +27.0%
169 ORIC ORIC PHARMACEUTICALS INC Healthcare 9,706.0 $79K 0.00% NEW $8.18 +3.4%
170 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 2,580.0 $59K 0.00% NEW $23.00 +1.6%
171 MTD METTLER TOLEDO INTERNATIONAL Healthcare 38.0 $53K 0.00% NEW $1394.18 -21.8%
172 A AGILENT TECHNOLOGIES INC Healthcare 350.0 $48K 0.00% NEW $136.07 -15.6%
173 ORCL ORACLE CORP Technology 203.0 $40K 0.00% NEW $194.91 -2.6%
174 QCOM QUALCOMM INC Technology 209.0 $36K 0.00% NEW $171.05 +18.4%
175 NTLA INTELLIA THERAPEUTICS INC Healthcare 2,978.0 $27K 0.00% NEW $8.99 +37.6%
176 RXRX RECURSION PHARMACEUTICALS IN Healthcare 4,921.0 $20K NEW $4.09 -27.6%
Page 9 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%