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Bellevue Group AG
kapitalforvalter · portefølje $4.75 mia. · 164 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 172
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Amgen Inc US:AMGN | 851 550 | $308 mio. | 6.49% | +556 192 |
| Vertex Pharmaceuticals Inc US:VRTX | 578 634 | $287 mio. | 6.05% | −103 274 |
| argenx NV ADR US:ARGX · depotbevis | 301 000 | $279 mio. | 5.88% | −12 000 |
| Gilead Sciences Inc US:GILD | 2 158 772 | $273 mio. | 5.74% | +988 893 |
| Revolution Medicines, Inc. US:RVMD | 1 048 014 | $196 mio. | 4.13% | −496 442 |
| Oruka Therapeutics, Inc. US:ORKA | 1 657 190 | $158 mio. | 3.32% | +1 150 182 |
| Insmed Inc US:INSM | 1 393 418 | $149 mio. | 3.13% | +1 383 384 |
| Scholar Rock Holding Corp US:SRRK | 2 449 547 | $135 mio. | 2.83% | −1 135 026 |
| NUVALENT INC CUSIP 670703107 | 1 053 268 | $130 mio. | 2.74% | — |
| Viridian Therapeutics Inc US:VRDN | 6 731 909 | $124 mio. | 2.60% | +5 765 |
| Relay Therapeutics Inc US:RLAY | 6 185 970 | $116 mio. | 2.44% | −1 609 272 |
| Vaxcyte Inc US:PCVX | 1 971 935 | $115 mio. | 2.41% | +781 238 |
| UNITED THERAPEUTICS Corp US:UTHR | 188 515 | $102 mio. | 2.15% | +186 438 |
| Intuitive Surgical Inc US:ISRG | 254 809 | $101 mio. | 2.13% | −31 845 |
| Regeneron Pharmaceuticals In… US:REGN | 157 291 | $98.1 mio. | 2.06% | −121 383 |
| CRINETICS PHARMACEUTICALS IN CUSIP 22663K107 | 2 620 000 | $98.0 mio. | 2.06% | −660 000 |
| BridgeBio Pharma Inc US:BBIO | 1 189 506 | $88.6 mio. | 1.86% | +1 164 129 |
| Immunocore Holdings Ltd US:IMCR · depotbevis | 2 788 245 | $88.5 mio. | 1.86% | −8 558 |
| ABBOTT LABORATORIES US:ABT | 947 115 | $85.9 mio. | 1.81% | −204 520 |
| STRYKER CORP US:SYK | 268 461 | $84.5 mio. | 1.78% | +51 224 |
| MEDTRONIC PLC CUSIP G5960L103 | 994 233 | $77.8 mio. | 1.64% | +36 904 |
| Ionis Pharmaceuticals Inc US:IONS | 972 258 | $77.1 mio. | 1.62% | −846 407 |
| Enliven Therapeutics Inc. US:ELVN | 1 490 000 | $75.6 mio. | 1.59% | −830 867 |
| Vera Therapeutics Inc US:VERA | 1 710 808 | $73.4 mio. | 1.54% | +37 |
| Jade Biosciences, Inc. US:JBIO | 3 057 996 | $67.9 mio. | 1.43% | −443 506 |
| Edwards Lifesciences Corp US:EW | 739 234 | $66.9 mio. | 1.41% | −100 217 |
| Ultragenyx US:RARE | 1 982 775 | $66.2 mio. | 1.39% | −397 225 |
| UNITEDHEALTH GROUP INC US:UNH | 149 127 | $62.0 mio. | 1.30% | +924 |
| DexCom Inc US:DXCM | 822 489 | $55.4 mio. | 1.17% | +33 723 |
| Celldex Therapeutics Inc US:CLDX | 1 200 000 | $44.7 mio. | 0.94% | — |
| Avalyn Pharma Inc. US:AVLN | 1 350 000 | $44.4 mio. | 0.94% | ny |
| DAMORA THERAPEUTICS INC CUSIP 36322Q206 | 1 618 846 | $42.1 mio. | 0.89% | −679 154 |
| Disc Medicine Inc. US:IRON | 560 000 | $41.0 mio. | 0.86% | +100 686 |
| Thermo Fisher Scientific Inc US:TMO | 79 816 | $40.0 mio. | 0.84% | +15 404 |
| Boston Scientific Corp US:BSX | 887 650 | $37.9 mio. | 0.80% | −579 244 |
| Eli Lilly and Company US:LLY | 29 882 | $35.8 mio. | 0.75% | −4 050 |
| CG Oncology, Inc. US:CGON | 493 596 | $35.1 mio. | 0.74% | ny |
| IDEXX Laboratories Inc US:IDXX | 61 780 | $32.5 mio. | 0.68% | −27 351 |
| Resmed Inc US:RMD | 148 195 | $28.9 mio. | 0.61% | −11 151 |
| Krystal Biotech Inc US:KRYS | 77 530 | $28.8 mio. | 0.61% | −404 255 |
| Monte Rosa Therapeutics Inc US:GLUE | 1 190 000 | $28.8 mio. | 0.61% | −60 000 |
| Danaher Corporation US:DHR | 143 844 | $27.4 mio. | 0.58% | −58 320 |
| Johnson & Johnson US:JNJ | 103 280 | $26.2 mio. | 0.55% | −15 822 |
| Seaport Therapeutics, Inc. US:SPTX | 1 100 000 | $23.9 mio. | 0.50% | ny |
| Palvella Therapeutics, Inc US:PVLA | 155 000 | $23.7 mio. | 0.50% | ny |
| Align Technology Inc US:ALGN | 139 680 | $23.6 mio. | 0.50% | — |
| Annexon, Inc. US:ANNX | 4 100 016 | $23.4 mio. | 0.49% | −1 057 274 |
| Humana Inc US:HUM | 58 398 | $23.2 mio. | 0.49% | −6 100 |
| Elevance Health Inc US:ELV | 56 449 | $21.8 mio. | 0.46% | +3 931 |
| Tango Therapeutics, Inc. US:TNGX | 694 182 | $21.7 mio. | 0.46% | −1 705 818 |
| STERIS PLC CUSIP G8473T100 | 99 877 | $21.0 mio. | 0.44% | −1 |
| Spyre Therapeutics Inc. US:SYRE | 229 931 | $20.4 mio. | 0.43% | ny |
| Hemab Therapeutics Holdings,… US:COAG | 550 000 | $20.2 mio. | 0.43% | ny |
| Insulet Corporation US:PODD | 127 498 | $19.4 mio. | 0.41% | −36 158 |
| Cigna Corp US:CI | 66 500 | $18.3 mio. | 0.39% | −31 763 |
| Glaukos Corp US:GKOS | 128 667 | $18.0 mio. | 0.38% | −17 036 |
| CVS Health Corp US:CVS | 169 366 | $17.5 mio. | 0.37% | +80 003 |
| Becton Dickinson and Company US:BDX | 109 729 | $16.6 mio. | 0.35% | −12 158 |
| GE HealthCare Technologies I… US:GEHC | 252 744 | $16.2 mio. | 0.34% | −164 143 |
| LIVANOVA PLC CUSIP G5509L101 | 195 621 | $16.1 mio. | 0.34% | +9 436 |
| Centene Corp US:CNC | 228 865 | $14.7 mio. | 0.31% | −32 201 |
| MERCK & CO INC US:MRK | 113 061 | $14.5 mio. | 0.31% | −93 530 |
| The Cooper Companies, Inc US:COO | 197 135 | $14.1 mio. | 0.30% | −75 049 |
| Parabilis Medicines, Inc. US:PBLS | 500 000 | $13.7 mio. | 0.29% | ny |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 345 899 | $11.7 mio. | 0.25% | +95 817 |
| Globus Medical US:GMED | 146 108 | $11.5 mio. | 0.24% | −101 153 |
| PROCEPT BioRobotics Corp US:PRCT | 502 286 | $11.3 mio. | 0.24% | — |
| Zimmer Biomet Holdings Inc US:ZBH | 126 707 | $10.9 mio. | 0.23% | −28 864 |
| Veeva Systems Inc Class A US:VEEV | 59 347 | $10.5 mio. | 0.22% | +2 830 |
| AbbVie Inc US:ABBV | 40 476 | $10.2 mio. | 0.21% | −53 091 |
| 10x Genomics, Inc. US:TXG | 261 470 | $10.0 mio. | 0.21% | −68 022 |
| HCA Healthcare, Inc. US:HCA | 23 750 | $9.26 mio. | 0.19% | −14 015 |
| Aura Biosciences Inc US:AURA | 1 166 667 | $8.28 mio. | 0.17% | ny |
| McKesson Corporation US:MCK | 9 625 | $7.27 mio. | 0.15% | −12 727 |
| Tenet Healthcare Corporation US:THC | 38 868 | $7.27 mio. | 0.15% | +599 |
| Protagonist Therapeutics Inc US:PTGX | 55 682 | $6.83 mio. | 0.14% | +41 235 |
| Natera, Inc. US:NTRA | 24 806 | $6.73 mio. | 0.14% | −6 888 |
| TransMedics Group Inc US:TMDX | 101 139 | $6.72 mio. | 0.14% | — |
| Molina Healthcare Inc US:MOH | 27 761 | $6.35 mio. | 0.13% | ny |
| ALKERMES PLC CUSIP G01767105 | 120 243 | $6.30 mio. | 0.13% | +111 373 |
| ROYALTY PHARMA PLC CUSIP G7709Q104 | 112 311 | $6.30 mio. | 0.13% | +74 015 |
| Waystar Holding Corp. US:WAY | 293 592 | $6.03 mio. | 0.13% | +37 453 |
| Privia Health Group Inc US:PRVA | 226 703 | $5.83 mio. | 0.12% | — |
| GMR Solutions Inc. US:GMRS | 333 333 | $5.15 mio. | 0.11% | ny |
| Neurocrine Biosciences Inc US:NBIX | 24 037 | $4.05 mio. | 0.09% | +19 391 |
| Omada Health, Inc. US:OMDA | 157 938 | $3.47 mio. | 0.07% | — |
| KESTRA MED TECHNOLOGIES LTD CUSIP G52441105 | 129 215 | $3.29 mio. | 0.07% | +13 625 |
| Medline Inc. Class A US:MDLN | 82 153 | $3.24 mio. | 0.07% | −54 482 |
| Illumina Inc US:ILMN | 18 134 | $3.19 mio. | 0.07% | −2 089 |
| Beone Medicines US:ONC · depotbevis | 10 474 | $2.98 mio. | 0.06% | +6 662 |
| NEWAMSTERDAM PHARMA COMPANY CUSIP N62509109 | 86 994 | $2.95 mio. | 0.06% | +59 333 |
| Madrigal Pharmaceuticals Inc US:MDGL | 4 675 | $2.51 mio. | 0.05% | +1 635 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 2 700 | $2.02 mio. | 0.04% | — |
| BioNTech SE US:BNTX · depotbevis | 21 229 | $1.98 mio. | 0.04% | +378 |
| Adaptive Biotechnologies Cor… US:ADPT | 89 439 | $1.92 mio. | 0.04% | +13 258 |
| Cytokinetics Inc US:CYTK | 19 007 | $1.62 mio. | 0.03% | +10 166 |
| Alamar Biosciences, Inc. US:ALMR | 55 738 | $1.51 mio. | 0.03% | ny |
| Phreesia Inc US:PHR | 140 495 | $1.45 mio. | 0.03% | +9 503 |
| Mobia Medical, Inc. US:MOBI | 100 000 | $1.34 mio. | 0.03% | ny |
| BillionToOne, Inc. Class A US:BLLN | 10 554 | $1.27 mio. | 0.03% | — |
| Beta Bionics, Inc. US:BBNX | 72 152 | $1.13 mio. | 0.02% | — |
| Legend Biotech Corp US:LEGN · depotbevis | 33 054 | $955 t. | 0.02% | −2 832 |
| Pfizer Inc US:PFE | 38 431 | $925 t. | 0.02% | −69 204 |
| ABIVAX US:ABVX · depotbevis | 6 397 | $852 t. | 0.02% | +5 349 |
| Encompass Health Corp US:EHC | 6 951 | $703 t. | 0.01% | −2 878 |
| Axsome Therapeutics Inc US:AXSM | 2 689 | $658 t. | 0.01% | −492 |
| Certara Inc US:CERT | 99 442 | $651 t. | 0.01% | — |
| AgomAb Therapeutics NV Ameri… US:AGMB · depotbevis | 49 248 | $639 t. | 0.01% | −752 |
| Praxis Precision Medicines I… US:PRAX | 1 847 | $618 t. | 0.01% | +90 |
| Apple Inc. US:AAPL | 1 768 | $541 t. | 0.01% | −1 552 |
| GARMIN LTD CUSIP H2906T109 | 1 976 | $469 t. | 0.01% | +655 |
| Denali Therapeutics Inc US:DNLI | 17 766 | $457 t. | 0.01% | — |
| VanEck Gold Miners ETF US:GDX · ETF | 5 750 | $434 t. | 0.01% | — |
| Veradermics, Incorporated US:MANE | 3 468 | $426 t. | 0.01% | ny |
| Alphabet Inc. US:GOOGL | 907 | $396 t. | 0.01% | +593 |
| Definium Therapeutics, Inc. US:DFTX | 8 391 | $395 t. | 0.01% | ny |
| Travere Therapeutics Inc US:TVTX | 6 908 | $392 t. | 0.01% | −1 991 |
| Amazon.com, Inc. US:AMZN | 1 605 | $383 t. | 0.01% | +252 |
| Halozyme Therapeutics Inc US:HALO | 4 348 | $340 t. | 0.01% | +491 |
| Alnylam Pharmaceuticals Inc US:ALNY | 1 092 | $329 t. | 0.01% | −233 451 |
| CRISPR THERAPEUTICS AG CUSIP H17182108 | 5 818 | $317 t. | 0.01% | +802 |
| Structure Therapeutics Inc.… US:GPCR · depotbevis | 4 762 | $256 t. | 0.01% | −2 041 |
| Viatris Inc US:VTRS | 15 778 | $251 t. | 0.01% | ny |
| Mineralys Therapeutics, Inc. US:MLYS | 8 753 | $236 t. | 0.00% | −20 621 |
| Summit Therapeutics PLC US:SMMT | 15 279 | $223 t. | 0.00% | −579 |
| Cardinal Health Inc US:CAH | 852 | $202 t. | 0.00% | −11 |
| Cogent Biosciences Inc US:COGT | 4 870 | $188 t. | 0.00% | ny |
| Tempus AI, Inc. US:TEM | 3 213 | $186 t. | 0.00% | −1 737 |
| Cencora, Inc. US:COR | 576 | $163 t. | 0.00% | −1 140 |
| PTC Therapeutics Inc US:PTCT | 1 626 | $133 t. | 0.00% | −309 |
| Caris Life Sciences, Inc. US:CAI | 6 418 | $114 t. | 0.00% | — |
| Rhythm Pharmaceuticals Inc US:RYTM | 1 016 | $113 t. | 0.00% | — |
| Arrowhead Pharmaceuticals In… US:ARWR | 1 191 | $97.1 t. | 0.00% | −354 |
| NVIDIA Corporation US:NVDA | 408 | $81.6 t. | 0.00% | — |
| Laboratory Corporation of Am… US:LH | 280 | $78.4 t. | 0.00% | — |
| Biogen Inc US:BIIB | 338 | $73.0 t. | 0.00% | −3 315 |
| Bristol-Myers Squibb Company US:BMY | 1 216 | $70.1 t. | 0.00% | −15 822 |
| Waters Corporation US:WAT | 179 | $67.1 t. | 0.00% | ny |
| Microsoft Corporation US:MSFT | 172 | $64.2 t. | 0.00% | — |
| IQVIA Holdings Inc US:IQV | 293 | $56.6 t. | 0.00% | −447 |
| INCYTE CORP US:INCY | 486 | $55.1 t. | 0.00% | — |
| Mettler-Toledo International… US:MTD | 36 | $46.0 t. | 0.00% | — |
| Agilent Technologies Inc US:A | 330 | $43.8 t. | 0.00% | −334 |
| QUALCOMM INC/DE US:QCOM | 197 | $36.4 t. | 0.00% | — |
| Zoetis Inc US:ZTS | 390 | $28.0 t. | 0.00% | −143 |
| Oracle Corporation US:ORCL | 191 | $28.0 t. | 0.00% | — |
| Quest Diagnostics Incorporat… US:DGX | 131 | $27.8 t. | 0.00% | — |
| Recursion Pharmaceuticals In… US:RXRX | 4 627 | $17.0 t. | 0.00% | — |
| Edgewise Therapeutics Inc US:EWTX | 0 (var 1 528 518) | — | — | solgt |
| Equinor ASA ADR US:EQNR · depotbevis | 0 (var 17 573) | — | — | solgt |
| ExxonMobil Holdings Corp US:XOM | 0 (var 4 370) | — | — | solgt |
| Inspire Medical Systems Inc US:INSP | 0 (var 99 735) | — | — | solgt |
| Jd-Sw US:JD · depotbevis | 0 (var 11 000) | — | — | solgt |
| MASIMO CORP CUSIP 574795100 | 0 (var 8 753) | — | — | solgt |
| Mastercard Inc US:MA | 0 (var 1 100) | — | — | solgt |
| Olema Pharmaceuticals Inc US:OLMA | 0 (var 16 443) | — | — | solgt |
| Adobe Systems Incorporated US:ADBE | 0 (var 1 200) | — | — | solgt |
| Penumbra Inc US:PEN | 0 (var 12 267) | — | — | solgt |
| Alibaba Group Holding Limite… US:BABA · depotbevis | 0 (var 4 700) | — | — | solgt |
| Procter & Gamble Company US:PG | 0 (var 3 900) | — | — | solgt |
| Ascendis Pharma AS US:ASND | 0 (var 536) | — | — | solgt |
| Shell PLC US:SHEL · depotbevis | 0 (var 7 844) | — | — | solgt |
| Atrium Therapeutics, Inc. US:RNA | 0 (var 263 096) | — | — | solgt |
| Visa Inc. Class A US:V | 0 (var 1 400) | — | — | solgt |
| BP PLC ADR US:BP · depotbevis | 0 (var 15 644) | — | — | solgt |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (var 1 500) | — | — | solgt |
| BlackRock Inc US:BLK | 0 (var 450) | — | — | solgt |
| QIAGEN NV CUSIP N72482156 | 0 (var 243) | — | — | solgt |
| BridgeBio Oncology Therapeut… US:BBOT | 0 (var 6 982) | — | — | solgt |
| WAVE LIFE SCIENCES LTD CUSIP Y95308105 | 0 (var 5 261) | — | — | solgt |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (var 9 030) | — | — | solgt |
| Cisco Systems Inc US:CSCO | 0 (var 8 000) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Viridian Therapeutics Inc | 5.94% | 6 731 909 | 2026-06-30 |
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