Bellevue Group Ag Top Holdings and 13F Report (2025) About Bellevue Group AgInvestment ActivityBellevue Group Ag has $4.46 billion in total holdings as of March 31, 2025.Bellevue Group Ag owns shares of 148 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 14.31% of the portfolio was sold this quarter.This quarter, Bellevue Group Ag has purchased 161 new stocks and bought additional shares in 26 stocks.Bellevue Group Ag sold shares of 81 stocks and completely divested from 23 stocks this quarter.Largest Holdings argenex $342,615,260Ionis Pharmaceuticals $236,930,984Stryker $210,915,734Intuitive Surgical $210,859,221Alnylam Pharmaceuticals $207,415,053 Largest New Holdings this Quarter 00973Y108 - Akero Therapeutics $50,626,960 Holding071813109 - Baxter International $15,624,147 HoldingG52441105 - KESTRA MED TECHNOLOGIES LTD $3,333,324 Holding80105N105 - Sanofi $887,360 Holding08659B102 - BETA BIONICS INC $817,938 Holding Largest Purchases this Quarter Akero Therapeutics 1,250,666 shares (about $50.63M)AbbVie 89,981 shares (about $18.85M)Stryker 46,571 shares (about $17.34M)Beam Therapeutics 877,809 shares (about $17.14M)Baxter International 456,446 shares (about $15.62M) Largest Sales this Quarter Vertex Pharmaceuticals 74,363 shares (about $36.05M)Verona Pharma PLC American Depositary Share 507,694 shares (about $32.23M)Intuitive Surgical 38,631 shares (about $19.13M)Boston Scientific 184,275 shares (about $18.59M)Abbott Laboratories 132,531 shares (about $17.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBellevue Group Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorARGXargenex$342,615,260$8,469,588 ▼-2.4%578,8747.7%MedicalIONSIonis Pharmaceuticals$236,930,984$467,695 ▼-0.2%7,853,1985.3%MedicalSYKStryker$210,915,734$17,336,055 ▲9.0%566,5974.7%MedicalISRGIntuitive Surgical$210,859,221$19,132,775 ▼-8.3%425,7464.7%MedicalALNYAlnylam Pharmaceuticals$207,415,053$572,712 ▼-0.3%768,1474.6%MedicalABTAbbott Laboratories$206,420,512$17,580,237 ▼-7.8%1,556,1294.6%MedicalNBIXNeurocrine Biosciences$201,292,0000.0%1,820,0004.5%MedicalVRTXVertex Pharmaceuticals$200,265,082$36,052,670 ▼-15.3%413,0714.5%MedicalBSXBoston Scientific$196,818,898$18,589,662 ▼-8.6%1,951,0204.4%MedicalRVMDRevolution Medicines$154,675,248$445,536 ▼-0.3%4,374,3003.5%MedicalINCYIncyte$126,657,279$3,978,014 ▼-3.0%2,091,7802.8%MedicalAGIOAgios Pharmaceuticals$102,993,8950.0%3,515,1502.3%MedicalUNHUnitedHealth Group$86,283,623$2,633,939 ▲3.1%164,7421.9%MedicalMDTMedtronic$84,320,580$9,398,727 ▼-10.0%938,3551.9%MedicalSRRKScholar Rock$80,596,513$122,170 ▼-0.2%2,506,8901.8%MedicalBDXBecton, Dickinson and Company$78,867,878$1,549,133 ▲2.0%344,3111.8%MedicalDXCMDexCom$72,667,935$1,301,881 ▲1.8%1,064,1081.6%MedicalPODDInsulet$71,242,417$13,296,207 ▼-15.7%271,2861.6%MedicalEWEdwards Lifesciences$70,448,313$9,123,710 ▼-11.5%971,9691.6%MedicalCLDXCelldex Therapeutics$55,749,8120.0%3,071,6151.2%MedicalPENPenumbra$54,689,891$8,967,862 ▼-14.1%204,5171.2%MedicalAKROAkero Therapeutics$50,626,960$50,626,960 ▲New Holding1,250,6661.1%MedicalBHVNBiohaven$49,062,1060.0%2,040,8531.1%MedicalBEAMBeam Therapeutics$46,792,513$17,143,610 ▲57.8%2,395,9301.0%MedicalMRNAModerna$43,038,759$2,346,104 ▼-5.2%1,518,1221.0%MedicalGEHCGE HealthCare Technologies$42,325,4540.0%524,4140.9%MedicalCICigna Group$38,669,015$2,523,430 ▼-6.1%117,5350.9%MedicalRMDResMed$37,114,778$1,121,265 ▲3.1%165,8020.8%MedicalIMCRImmunocore$36,250,628$484,511 ▲1.4%1,221,7940.8%MedicalLLYEli Lilly and Company$36,048,494$1,501,504 ▼-4.0%43,6470.8%MedicalWVEWAVE Life Sciences$33,083,2210.0%4,094,4580.7%MedicalZBHZimmer Biomet$32,974,540$257,484 ▼-0.8%291,3460.7%MedicalIDXXIDEXX Laboratories$32,292,895$15,958 ▼0.0%76,8970.7%MedicalTMOThermo Fisher Scientific$31,961,843$1,627,152 ▲5.4%64,2320.7%MedicalEWTXEdgewise Therapeutics$31,436,4380.0%1,428,9290.7%MedicalCOOPER COS INC$30,115,059$8,857 ▼0.0%357,0250.7%COMABBVAbbVie$28,335,485$18,852,819 ▲198.8%135,2400.6%MedicalVEEVVeeva Systems$26,232,098$3,318,100 ▼-11.2%113,2500.6%MedicalBMRNBioMarin Pharmaceutical$26,040,287$2,781,793 ▲12.0%368,3730.6%MedicalDHRDanaher$25,485,805$901,795 ▲3.7%124,3210.6%MedicalAMGNAmgen$25,215,299$2,587,423 ▼-9.3%80,9350.6%MedicalEXASExact Sciences$25,068,113$4,977,571 ▼-16.6%579,0740.6%MedicalMOHMolina Healthcare$24,999,054$2,060,664 ▼-7.6%75,8950.6%MedicalSTESTERIS$24,905,8890.0%109,8870.6%MedicalGMEDGlobus Medical$24,326,995$2,243,068 ▼-8.4%332,3360.5%MedicalPRCTPROCEPT BioRobotics$24,173,414$2,794,790 ▼-10.4%414,9230.5%MedicalALGNAlign Technology$23,986,748$1,431,329 ▼-5.6%150,9930.5%MedicalHCAHCA Healthcare$21,357,409$26,262 ▼-0.1%61,8070.5%MedicalMRKMerck & Co., Inc.$20,767,861$2,949,065 ▼-12.4%231,3710.5%MedicalMCKMcKesson$20,580,035$7,581,233 ▲58.3%30,5800.5%MedicalCORCencora$19,844,502$1,713,591 ▼-7.9%71,3600.4%MedicalRLAYRelay Therapeutics$19,328,5050.0%7,377,2920.4%MedicalREGNRegeneron Pharmaceuticals$18,090,142$1,832,290 ▼-9.2%28,5230.4%MedicalEHCEncompass Health$17,509,084$1,584,424 ▼-8.3%172,8780.4%MedicalELVElevance Health$17,423,628$745,956 ▲4.5%40,0580.4%MedicalNTRANatera$16,010,299$4,589,744 ▼-22.3%113,2190.4%MedicalCDNACareDx$15,779,803$8,616,010 ▼-35.3%889,0030.4%MedicalINSPInspire Medical Systems$15,773,020$7,876,555 ▼-33.3%99,0270.4%MedicalPRVAPrivia Health Group$15,654,565$5,743,967 ▼-26.8%697,3080.4%MedicalBAXBaxter International$15,624,147$15,624,147 ▲New Holding456,4460.4%MedicalHOLXHologic$15,311,9180.0%247,8860.3%MedicalBRKRBruker$13,994,921$1,014,282 ▼-6.8%335,2880.3%Computer and TechnologyESPREsperion Therapeutics$13,959,452$360,000 ▼-2.5%9,694,0640.3%MedicalTHCTenet Healthcare$12,740,109$2,085,826 ▼-14.1%94,7220.3%MedicalMGNXMacroGenics$12,611,0530.0%9,929,9630.3%MedicalSIBNSiBone$12,248,064$112,072 ▼-0.9%872,9910.3%MedicalTMDXTransMedics Group$11,687,209$1,278,858 ▼-9.9%173,7100.3%MedicalMASIMasimo$11,630,013$7,603,957 ▲188.9%69,8080.3%MedicalNEONeoGenomics$11,547,014$1,527,510 ▲15.2%1,216,7560.3%MedicalINSMInsmed$11,485,459$8,234,208 ▼-41.8%150,5500.3%MedicalAXSMAxsome Therapeutics$11,243,948$2,626,857 ▼-18.9%96,4070.3%MedicalJNJJohnson & Johnson$11,112,773$2,065,040 ▲22.8%67,0090.2%MedicalIQVIQVIA$10,766,288$2,862,230 ▲36.2%61,0680.2%MedicalANNXAnnexon$9,953,5700.0%5,157,2900.2%MedicalBGNEBeiGene$9,615,494$299,387 ▲3.2%35,3290.2%MedicalPHRPhreesia$9,614,726$754,787 ▼-7.3%376,1630.2%MedicalSRPTSarepta Therapeutics$9,516,392$1,417,059 ▼-13.0%149,1130.2%MedicalHUMHumana$7,487,651$18,257 ▼-0.2%28,2980.2%MedicalLABCORP HOLDINGS INC$6,549,537$6,499,265 ▲12,928.2%28,1410.1%COM SHSGILDGilead Sciences$6,165,215$738,746 ▲13.6%55,0220.1%MedicalCSTLCastle Biosciences$6,028,082$8,906,477 ▼-59.6%301,1030.1%MedicalEVHEvolent Health$5,817,771$4,728,570 ▼-44.8%614,3370.1%Computer and TechnologyGKOSGlaukos$5,504,237$487,081 ▼-8.1%55,9260.1%MedicalWAYSTAR HLDG CORP$5,395,755$503,314 ▼-8.5%144,4260.1%COMALTAltimmune$5,283,965$556,735 ▲11.8%1,056,7930.1%MedicalCNCCentene$5,234,295$14,449 ▼-0.3%86,2180.1%MedicalBIOBio-Rad Laboratories$5,230,695$2,940,987 ▼-36.0%21,4760.1%MedicalAMEHApollo Medical$5,059,437$1,305,025 ▼-20.5%163,1550.1%MedicalBRIGHTSPRING HEALTH SVCS INC$4,373,239$1,222,830 ▲38.8%241,7490.1%COMBDTXBlack Diamond Therapeutics$4,236,998$8,965,653 ▼-67.9%2,733,5470.1%MedicalVRNAVerona Pharma PLC American Depositary Share$3,889,461$32,233,493 ▼-89.2%61,2610.1%MedicalGPCRStructure Therapeutics$3,837,887$4,558,329 ▼-54.3%221,7150.1%MedicalKESTRA MED TECHNOLOGIES LTD$3,333,324$3,333,324 ▲New Holding133,7610.1%SHSSPYSPDR S&P 500 ETF Trust$3,166,1470.0%5,6600.1%FinanceLEGNLegend Biotech$3,094,111$2,583,770 ▼-45.5%91,1910.1%MedicalPFEPfizer$3,059,704$527,427 ▼-14.7%120,7460.1%MedicalAZNAstraZeneca$2,940,000$316,050 ▲12.0%40,0000.1%MedicalCAHCardinal Health$2,862,310$209,686 ▼-6.8%20,7760.1%MedicalILMNIllumina$2,191,688$1,275,708 ▼-36.8%27,6240.0%MedicalCVSCVS Health$2,151,401$671,470 ▲45.4%31,7550.0%MedicalShowing largest 100 holdings. 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