Titelia

Holdings of Bellevue Group AG

143 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.2 % of the equity sleeve

Sector breakdown

  • Health care 51.7 %
  • Industrials 3.3 %
  • Technology 0.3 %
  • Energy 0.1 %
  • Unattributed 44.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.1 %
  • NL 5.6 %
  • IL 0.2 %
  • DE 0.0 %
  • GB 0.0 %
  • KY 0.0 %
  • BE 0.0 %
  • DK 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1333.8B $94.09 %
2NL1228.6M $5.60 %
3IL17.5M $0.18 %
4DE11.9M $0.05 %
5GB21.5M $0.04 %
6KY2974.4K $0.02 %
7BE1524.5K $0.01 %
8DK1122.6K $0.00 %
9FR1116.7K $0.00 %

Positions

RankCompanySharesValueWeight
1Vertex Pharmaceuticals Inc 681,908304.5M $
2Argenx SE 313,000228.6M $
3Regeneron Pharmaceuticals, Inc. 278,674215.3M $
4Scholar Rock Holding Corp 3,584,573176.2M $
5Gilead Sciences Inc 1,169,879163M $
6Revolution Medicines Inc 1,544,456150.2M $
7Ionis Pharmaceuticals Inc 1,818,665136.6M $
8Intuitive Surgical Inc 286,654132.1M $
9Viridian Therapeutics Inc 6,726,144131.6M $
10Krystal Biotech Inc 481,785124.5M $
11Crinetics Pharmaceuticals Inc 3,280,000119.1M $
12Abbott Laboratories 1,151,635118.2M $
13Nuvalent Inc 1,053,268107.9M $
14Amgen Inc 295,358103.9M $
15Boston Scientific Corp 1,466,89492M $
16Enliven Therapeutics Inc 2,320,86791M $
17Immunocore Holdings PLC 2,796,80384.3M $
18Alnylam Pharmaceuticals Inc 234,54377.6M $
19Relay Therapeutics Inc 7,795,24277.6M $
20Stryker Corp 217,23771.4M $
21Vaxcyte Inc 1,190,69769.2M $
22Vera Therapeutics Inc 1,710,77168.8M $
23Edwards Lifesciences Corp 839,45167.2M $
24DAMORA THERAPEUTICS INC 2,298,00059.5M $
25Tango Therapeutics Inc 2,400,00050.2M $
26IDEXX Laboratories Inc 89,13150.1M $
27Ultragenyx Pharmaceutical Inc 2,380,00049.9M $
28Dexcom Inc 788,76649.5M $
29JADE BIOSCIENCES INC 3,501,50249.2M $
30Edgewise Therapeutics Inc 1,528,51848.1M $
31UnitedHealth Group Inc 148,20340.1M $
32Danaher Corp 202,16438.3M $
33Celldex Therapeutics Inc 1,200,00038.1M $
34ResMed Inc 159,34635.8M $
35Insulet Corp 163,65634.3M $
36Thermo Fisher Scientific Inc 64,41231.7M $
37Eli Lilly & Co 33,93231.2M $
38GE HealthCare Technologies Inc 416,88729.7M $
39Disc Medicine Inc 459,31429.4M $
40Johnson & Johnson 119,10229.1M $
41Annexon Inc 5,157,29028.6M $
42Cigna Group/The 98,26326.2M $
43Oruka Therapeutics Inc 507,00824.9M $
44Merck & Co Inc 206,59124.9M $
45Align Technology Inc 139,68023.9M $
46Globus Medical Inc 247,26121.3M $
47Monte Rosa Therapeutics Inc 1,250,00020.6M $
48AbbVie Inc 93,56720.3M $
49Cooper Cos Inc/The 272,18419.5M $
50McKesson Corp 22,35219.3M $
51Becton Dickinson & Co 121,88719.2M $
52HCA Healthcare Inc 37,76517.9M $
53Glaukos Corp 145,70315.7M $
54Elevance Health Inc 52,51815.4M $
55Zimmer Biomet Holdings Inc 155,57114.1M $
56PROCEPT BIOROBOTICS CORP 502,28612.6M $
57Humana Inc 64,49811.2M $
58TransMedics Group Inc 101,13910.1M $
59Veeva Systems Inc 56,5179.9M $
60Centene Corp 261,0668.5M $
61Teva Pharmaceutical Industries Ltd 250,0827.5M $
62Tenet Healthcare Corp 38,2697.2M $
6310X Genomics Inc 329,4927M $
64CVS Health Corp 89,3636.4M $
65Natera Inc 31,6946.3M $
66Waystar Holding Corp 256,1396.2M $
67Medline Inc 136,6356.1M $
68Inspire Medical Systems Inc 99,7355.1M $
69Privia Health Group Inc 226,7034.7M $
70Penumbra Inc 12,2674M $
71Atrium Therapeutics Inc 263,0963.5M $
72Pfizer Inc 107,6353M $
73Illumina Inc 20,2232.5M $
74Omada Health Inc 157,9382M $
75Bridgebio Pharma Inc 25,3771.9M $
76BioNTech SE 20,8511.9M $
77State Street SPDR S&P 500 ETF Trust 2,7001.8M $
78Insmed Inc 10,0341.6M $
79Madrigal Pharmaceuticals Inc 3,0401.6M $
80Masimo Corp 8,7531.6M $
81Protagonist Therapeutics Inc 14,4471.5M $
82United Therapeutics Corp 2,0771.2M $
83BEONE MEDICINES LTD 3,8121.1M $
84Phreesia Inc 130,9921.1M $
85Adaptive Biotechnologies Corp 76,1811.1M $
86Bristol-Myers Squibb Co 17,0381M $
87Encompass Health Corp 9,829950.8K $
88Apple Inc 3,320842.6K $
89Billiontoone Inc 10,554833.1K $
90Mineralys Therapeutics Inc 29,374795.7K $
91Equinor ASA 17,573741.6K $
92Exxon Mobil Corp 4,370741.4K $
93BP PLC 15,644735.3K $
94Shell PLC 7,844729.5K $
95Beta Bionics Inc 72,152723K $
96Biogen Inc 3,653669.7K $
97LEGEND BIOTECH CORP 35,886649.2K $
98Cisco Systems, Inc. 8,000620.7K $
99Neurocrine Biosciences Inc 4,646612.1K $
100Alibaba Group Holding Ltd 4,700589.7K $