Bellevue Group Ag Top Holdings and 13F Report (2025) About Bellevue Group AgInvestment ActivityBellevue Group Ag has $4.54 billion in total holdings as of June 30, 2025.Bellevue Group Ag owns shares of 142 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 9.47% of the portfolio was sold this quarter.This quarter, Bellevue Group Ag has purchased 148 new stocks and bought additional shares in 39 stocks.Bellevue Group Ag sold shares of 61 stocks and completely divested from 13 stocks this quarter.Largest Holdings argenex $314,768,118Ionis Pharmaceuticals $310,279,853Neurocrine Biosciences $228,755,800Alnylam Pharmaceuticals $220,556,515Abbott Laboratories $212,722,632 Largest New Holdings this Quarter 09627Y109 - Blueprint Medicines $36,518,482 Holding74834L100 - Quest Diagnostics $8,724,090 Holding68170A108 - OMADA HEALTH INC $4,575,000 Holding670100205 - Novo Nordisk A/S $448,630 Holding72703H101 - Planet Fitness $294,435 Holding Largest Purchases this Quarter Akero Therapeutics 734,606 shares (about $39.20M)Immunocore 1,220,036 shares (about $38.28M)Blueprint Medicines 284,900 shares (about $36.52M)Thermo Fisher Scientific 49,312 shares (about $19.99M)Edgewise Therapeutics 1,347,068 shares (about $17.66M) Largest Sales this Quarter Incyte 521,447 shares (about $35.51M)Alnylam Pharmaceuticals 91,780 shares (about $29.93M)Intuitive Surgical 47,018 shares (about $25.55M)Boston Scientific 185,826 shares (about $19.96M)Cencora 63,390 shares (about $19.01M) 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$314,768,118$4,318,809 ▼-1.4%571,0396.9%MedicalIONSIonis Pharmaceuticals$310,279,8530.0%7,853,1986.8%MedicalNBIXNeurocrine Biosciences$228,755,8000.0%1,820,0005.0%MedicalALNYAlnylam Pharmaceuticals$220,556,515$29,928,540 ▼-11.9%676,3674.9%MedicalABTAbbott Laboratories$212,722,632$1,073,527 ▲0.5%1,564,0224.7%MedicalSYKStryker$211,697,261$12,465,510 ▼-5.6%535,0894.7%MedicalISRGIntuitive Surgical$205,804,583$25,550,051 ▼-11.0%378,7284.5%MedicalVRTXVertex Pharmaceuticals$196,604,772$12,705,563 ▲6.9%441,6104.3%MedicalBSXBoston Scientific$189,599,488$19,959,571 ▼-9.5%1,765,1944.2%MedicalRVMDRevolution Medicines$168,472,447$7,541,950 ▲4.7%4,579,3003.7%MedicalAGIOAgios Pharmaceuticals$119,408,389$2,494,500 ▲2.1%3,590,1502.6%MedicalINCYIncyte$106,939,678$35,510,541 ▼-24.9%1,570,3332.4%MedicalAKROAkero Therapeutics$105,934,114$39,198,576 ▲58.7%1,985,2722.3%MedicalSRRKScholar Rock$104,393,189$15,599,145 ▲17.6%2,947,2952.3%MedicalMDTMedtronic$80,287,318$1,509,087 ▼-1.8%921,0431.8%MedicalIMCRImmunocore$76,624,625$38,284,729 ▲99.9%2,441,8301.7%MedicalDXCMDexCom$75,141,676$17,744,311 ▼-19.1%860,8281.7%MedicalEWEdwards Lifesciences$69,534,713$6,482,983 ▼-8.5%889,0771.5%MedicalPODDInsulet$68,809,504$16,423,131 ▼-19.3%219,0131.5%MedicalCLDXCelldex Therapeutics$67,309,029$4,801,664 ▲7.7%3,307,5691.5%MedicalBDXBecton, Dickinson and Company$54,557,087$4,750,483 ▼-8.0%316,7321.2%MedicalBEAMBeam Therapeutics$49,146,789$8,392,020 ▲20.6%2,889,2881.1%MedicalTMOThermo Fisher Scientific$46,037,550$19,994,043 ▲76.8%113,5441.0%MedicalPENPenumbra$44,666,452$7,818,746 ▼-14.9%174,0501.0%MedicalUNHUnitedHealth Group$44,392,083$7,002,479 ▼-13.6%142,2961.0%MedicalRMDResMed$42,776,9160.0%165,8020.9%MedicalIDXXIDEXX Laboratories$41,055,754$187,183 ▼-0.5%76,5480.9%MedicalBHVNBiohaven$39,548,256$10,751,820 ▲37.3%2,802,8530.9%MedicalGEHCGE HealthCare Technologies$38,180,715$662,630 ▼-1.7%515,4680.8%MedicalHCAHCA Healthcare$37,973,638$14,295,376 ▲60.4%99,1220.8%MedicalCICigna Group$36,599,173$2,255,547 ▼-5.8%110,7120.8%MedicalBPMCBlueprint Medicines$36,518,482$36,518,482 ▲New Holding284,9000.8%MedicalEWTXEdgewise Therapeutics$36,393,321$17,660,062 ▲94.3%2,775,9970.8%MedicalMRNAModerna$34,174,850$7,710,136 ▼-18.4%1,238,6680.8%MedicalVEEVVeeva Systems$32,637,637$23,902 ▲0.1%113,3330.7%MedicalELVElevance Health$31,915,335$16,334,375 ▲104.8%82,0530.7%MedicalLLYEli Lilly and Company$31,898,368$2,125,778 ▼-6.2%40,9200.7%MedicalMCKMcKesson$29,652,676$7,244,263 ▲32.3%40,4660.7%MedicalABBVAbbVie$29,636,275$4,533,026 ▲18.1%159,6610.7%MedicalALGNAlign Technology$28,548,503$39,002 ▼-0.1%150,7870.6%MedicalRLAYRelay Therapeutics$28,478,810$2,953,380 ▲11.6%8,230,8700.6%MedicalPRCTPROCEPT BioRobotics$28,182,413$4,282,848 ▲17.9%489,2780.6%MedicalDHRDanaher$27,025,645$2,467,275 ▲10.0%136,8110.6%MedicalWVEWAVE Life Sciences$26,613,9770.0%4,094,4580.6%MedicalSTESTERIS$26,397,0550.0%109,8870.6%MedicalCOOPER COS INC$25,338,226$67,673 ▼-0.3%356,0740.6%COMNTRANatera$24,917,129$5,789,912 ▲30.3%147,4910.5%MedicalZBHZimmer Biomet$24,418,376$2,155,292 ▼-8.1%267,7160.5%MedicalMOHMolina Healthcare$22,051,154$557,967 ▼-2.5%74,0220.5%MedicalGMEDGlobus Medical$19,614,4710.0%332,3360.4%MedicalTMDXTransMedics Group$17,490,583$5,788,294 ▼-24.9%130,5170.4%MedicalEHCEncompass Health$16,155,399$5,044,630 ▼-23.8%131,7410.4%MedicalHOLXHologic$16,152,2520.0%247,8860.4%MedicalEXASExact Sciences$15,102,441$15,669,551 ▼-50.9%284,2010.3%MedicalMASIMasimo$15,084,792$3,341,690 ▲28.5%89,6730.3%MedicalCDNACareDx$14,701,329$2,669,789 ▼-15.4%752,3710.3%MedicalPRVAPrivia Health Group$14,506,031$1,532,053 ▼-9.6%630,6970.3%MedicalREGNRegeneron Pharmaceuticals$14,040,600$933,975 ▼-6.2%26,7440.3%MedicalANNXAnnexon$12,377,4960.0%5,157,2900.3%MedicalHUMHumana$12,009,836$5,091,541 ▲73.6%49,1240.3%MedicalMGNXMacroGenics$12,003,190$12,065 ▼-0.1%9,919,9920.3%MedicalJNJJohnson & Johnson$10,419,230$183,605 ▲1.8%68,2110.2%MedicalSIBNSiBone$10,164,908$6,264,783 ▼-38.1%540,1120.2%MedicalINSPInspire Medical Systems$9,818,398$3,032,336 ▼-23.6%75,6600.2%MedicalLABCORP HOLDINGS INC$9,632,017$2,244,723 ▲30.4%36,6920.2%COM SHSPHRPhreesia$9,449,175$1,256,424 ▼-11.7%332,0160.2%MedicalBGNEBeiGene$9,367,625$815,534 ▲9.5%38,6980.2%MedicalDGXQuest Diagnostics$8,724,090$8,724,090 ▲New Holding48,5670.2%MedicalBMRNBioMarin Pharmaceutical$8,324,932$11,924,533 ▼-58.9%151,4450.2%MedicalINSMInsmed$8,191,794$6,959,558 ▼-45.9%81,3970.2%MedicalCNCCentene$7,561,747$2,881,834 ▲61.6%139,3100.2%MedicalGPCRStructure Therapeutics$7,228,450$2,630,081 ▲57.2%348,5270.2%MedicalTEVATeva Pharmaceutical Industries$7,064,357$6,579,490 ▲1,357.0%421,5010.2%MedicalBDTXBlack Diamond Therapeutics$6,779,1970.0%2,733,5470.1%MedicalAMGNAmgen$6,731,195$15,866,667 ▼-70.2%24,1080.1%MedicalNEONeoGenomics$6,674,629$2,219,857 ▼-25.0%913,0820.1%MedicalWAYSTAR HLDG CORP$6,155,431$252,740 ▲4.3%150,6100.1%COMAXSMAxsome Therapeutics$5,872,251$4,191,676 ▼-41.7%56,2530.1%MedicalGKOSGlaukos$5,776,5970.0%55,9260.1%MedicalGILDGilead Sciences$5,700,492$399,797 ▼-6.6%51,4160.1%MedicalIQVIQVIA$5,310,783$4,312,923 ▼-44.8%33,7000.1%MedicalASNDAscendis Pharma A/S$4,945,853$4,617,913 ▲1,408.2%28,6550.1%MedicalBAXBaxter International$4,611,371$9,209,812 ▼-66.6%152,2910.1%MedicalOMADA HEALTH INC$4,575,000$4,575,000 ▲New Holding250,0000.1%COMBRIGHTSPRING HEALTH SVCS INC$4,522,345$1,180,514 ▼-20.7%191,7060.1%COMTXG10x Genomics$3,783,777$1,108,831 ▲41.5%326,7510.1%MedicalBNTXBioNTech$3,730,603$2,882,676 ▲340.0%35,0390.1%MedicalCAHCardinal Health$3,362,016$128,352 ▼-3.7%20,0120.1%MedicalLEGNLegend Biotech$3,032,195$204,174 ▼-6.3%85,4380.1%MedicalAZNAstraZeneca$2,683,392$111,808 ▼-4.0%38,4000.1%MedicalILMNIllumina$2,635,6060.0%27,6240.1%MedicalCORCencora$2,389,805$19,007,495 ▼-88.8%7,9700.1%MedicalMRKMerck & Co., Inc.$2,235,399$16,079,927 ▼-87.8%28,2390.0%MedicalKESTRA MED TECHNOLOGIES LTD$2,217,7570.0%133,7610.0%SHSCVSCVS Health$2,076,022$114,438 ▼-5.2%30,0960.0%MedicalSPYSPDR S&P 500 ETF Trust$1,915,335$1,581,696 ▼-45.2%3,1000.0%FinanceBMYBristol Myers Squibb$1,720,923$537,473 ▲45.4%37,1770.0%MedicalPFEPfizer$1,718,980$1,207,904 ▼-41.3%70,9150.0%MedicalVRNAVerona Pharma PLC American Depositary Share$1,506,376$4,287,691 ▼-74.0%15,9270.0%MedicalDOCSDoximity$1,460,8730.0%23,8160.0%MedicalShowing largest 100 holdings. 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