Bellevue Group AG 13F Holdings · Q2 2026
Bellevue Group AG reported 148 securities worth $4.75B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMGN (6.49%), VRTX (6.05%), ARGX (5.88%). Among its top 25 positions this quarter: 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMGN | AMGEN INC | $308.4M | 6.49% | 851,550 | Added |
| 2 | VRTX | VERTEX PHARMACEUTICALS INC | $287.4M | 6.05% | 578,634 | Trimmed |
| 3 | ARGX | ARGENX SE | $279.3M | 5.88% | 301,000 | Trimmed |
| 4 | GILD | GILEAD SCIENCES INC | $272.7M | 5.74% | 2.2M | Added |
| 5 | RVMD | REVOLUTION MEDICINES INC | $196.3M | 4.13% | 1.0M | Trimmed |
| 6 | ORKA | ORUKA THERAPEUTICS INC | $157.7M | 3.32% | 1.7M | Added |
| 7 | INSM | INSMED INC | $148.6M | 3.13% | 1.4M | Added |
| 8 | SRRK | SCHOLAR ROCK HLDG CORP | $134.7M | 2.83% | 2.4M | Trimmed |
| 9 | NUVL | NUVALENT INC | $130.1M | 2.74% | 1.1M | Hold |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | $123.7M | 2.60% | 6.7M | Added |
| 11 | RLAY | RELAY THERAPEUTICS INC | $115.7M | 2.44% | 6.2M | Trimmed |
| 12 | PCVX | VAXCYTE INC | $114.6M | 2.41% | 2.0M | Added |
| 13 | UTHR | UNITED THERAPEUTICS CORP DEL | $102.1M | 2.15% | 188,515 | Added |
| 14 | ISRG | INTUITIVE SURGICAL INC | $101.3M | 2.13% | 254,809 | Trimmed |
| 15 | CRNX | CRINETICS PHARMACEUTICALS IN | $98.0M | 2.06% | 2.6M | Trimmed |
| 16 | REGN | REGENERON PHARMACEUTICALS | $98.1M | 2.06% | 157,291 | Trimmed |
| 17 | BBIO | BRIDGEBIO PHARMA INC | $88.6M | 1.86% | 1.2M | Added |
| 18 | IMCR | IMMUNOCORE HLDGS PLC | $88.5M | 1.86% | 2.8M | Trimmed |
| 19 | ABT | ABBOTT LABORATORIES | $85.9M | 1.81% | 947,115 | Trimmed |
| 20 | SYK | STRYKER CORPORATION | $84.5M | 1.78% | 268,461 | Added |
| 21 | MDT | MEDTRONIC PLC | $77.8M | 1.64% | 994,233 | Added |
| 22 | IONS | IONIS PHARMACEUTICALS INC | $77.1M | 1.62% | 972,258 | Trimmed |
| 23 | ELVN | ENLIVEN THERAPEUTICS INC | $75.6M | 1.59% | 1.5M | Trimmed |
| 24 | VERA | VERA THERAPEUTICS INC | $73.4M | 1.54% | 1.7M | Added |
| 25 | JBIO | JADE BIOSCIENCES INC | $67.9M | 1.43% | 3.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR