Bellevue Group Ag
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.20B
Q ending 2026-03-31
Prior quarter
$5.28B
Q ending 2025-12-31
Change
-20.4% QoQ · -5.8% YoY
Positions
155
reported holdings
Largest positions
Top 100 of 155 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vertex Pharmaceuticals Inc | VRTX | Shares | $304.5M | 682K |
| Argenx Se | ARGX | Shares | $228.6M | 313K |
| Regeneron Pharmaceuticals | REGN | Shares | $215.3M | 279K |
| Scholar Rock Hldg Corp | SRRK | Shares | $176.2M | 3.6M |
| Gilead Sciences Inc | GILD | Shares | $163.0M | 1.2M |
| Revolution Medicines Inc | RVMD | Shares | $150.2M | 1.5M |
| Ionis Pharmaceuticals Inc | IONS | Shares | $136.6M | 1.8M |
| Intuitive Surgical Inc | ISRG | Shares | $132.1M | 287K |
| Viridian Therapeutics Inc | VRDN | Shares | $131.6M | 6.7M |
| Krystal Biotech Inc | KRYS | Shares | $124.5M | 482K |
| Crinetics Pharmaceuticals In | CRNX | Shares | $119.1M | 3.3M |
| Abbott Laboratories | ABT | Shares | $118.2M | 1.2M |
| Nuvalent Inc | 5AX | Shares | $107.9M | 1.1M |
| Amgen Inc | AMGN | Shares | $103.9M | 295K |
| Boston Scientific Corp | BSX | Shares | $92.0M | 1.5M |
| Enliven Therapeutics Inc | ELVN | Shares | $91.0M | 2.3M |
| Immunocore Hldgs Plc | IMCR | Shares | $84.3M | 2.8M |
| Medtronic Plc | Shares | $83.0M | 957K | |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $77.6M | 235K |
| Relay Therapeutics Inc | RLAY | Shares | $77.6M | 7.8M |
| Stryker Corporation | SYK | Shares | $71.4M | 217K |
| Vaxcyte Inc | PCVX | Shares | $69.2M | 1.2M |
| Vera Therapeutics Inc | VERA | Shares | $68.8M | 1.7M |
| Edwards Lifesciences Corp | EW | Shares | $67.2M | 839K |
| Damora Therapeutics Inc | DMRA | Shares | $59.5M | 2.3M |
| Tango Therapeutics Inc | TNGX | Shares | $50.2M | 2.4M |
| Idexx Labs Inc | IDXX | Shares | $50.1M | 89K |
| Ultragenyx Pharmaceutical In | RARE | Shares | $49.9M | 2.4M |
| Dexcom Inc | DXCM | Shares | $49.5M | 789K |
| Jade Biosciences Inc | JBIO | Shares | $49.2M | 3.5M |
| Edgewise Therapeutics Inc | EWTX | Shares | $48.1M | 1.5M |
| Unitedhealth Group Inc | UNH | Shares | $40.1M | 148K |
| Danaher Corp Del | DHR | Shares | $38.3M | 202K |
| Celldex Therapeutics Inc New | CLDX | Shares | $38.1M | 1.2M |
| Resmed Inc | RMD | Shares | $35.8M | 159K |
| Insulet Corp | PODD | Shares | $34.3M | 164K |
| Thermo Fisher Scientific Inc | TMO | Shares | $31.7M | 64K |
| Eli Lilly & Co | LLY | Shares | $31.2M | 34K |
| Ge Healthcare Technologies I | GEHC | Shares | $29.7M | 417K |
| Disc Medicine Inc | IRON | Shares | $29.4M | 459K |
| Johnson & Johnson | JNJ | Shares | $29.1M | 119K |
| Annexon Inc | ANNX | Shares | $28.6M | 5.2M |
| The Cigna Group | CI | Shares | $26.2M | 98K |
| Oruka Therapeutics Inc | ORKA | Shares | $24.9M | 507K |
| Merck & Co Inc | MRK | Shares | $24.9M | 207K |
| Align Technology Inc | ALGN | Shares | $23.9M | 140K |
| Steris Plc | Shares | $22.1M | 100K | |
| Globus Med Inc | GMED | Shares | $21.3M | 247K |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $20.6M | 1.3M |
| Abbvie Inc | ABBV | Shares | $20.3M | 94K |
| Cooper Cos Inc | COO | Shares | $19.5M | 272K |
| Mckesson Corp | MCK | Shares | $19.3M | 22K |
| Becton Dickinson & Co | BDX | Shares | $19.2M | 122K |
| Hca Healthcare Inc | HCA | Shares | $17.9M | 38K |
| Glaukos Corp | GKOS | Shares | $15.7M | 146K |
| Elevance Health Inc Formerly | ELV | Shares | $15.4M | 53K |
| Zimmer Biomet Holdings Inc | ZBH | Shares | $14.1M | 156K |
| Procept Biorobotics Corp | PRCT | Shares | $12.6M | 502K |
| Livanova Plc | Shares | $11.8M | 186K | |
| Humana Inc | HUM | Shares | $11.2M | 64K |
| Transmedics Group Inc | TMDX | Shares | $10.1M | 101K |
| Veeva Sys Inc | VEEV | Shares | $9.9M | 57K |
| Centene Corp Del | CNC | Shares | $8.5M | 261K |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $7.5M | 250K |
| Tenet Healthcare Corp | THC | Shares | $7.2M | 38K |
| 10X Genomics Inc | TXG | Shares | $7.0M | 329K |
| Cvs Health Corp | CVS | Shares | $6.4M | 89K |
| Natera Inc | NTRA | Shares | $6.3M | 32K |
| Waystar Hldg Corp | WAY | Shares | $6.2M | 256K |
| Medline Inc | MDLN | Shares | $6.1M | 137K |
| Inspire Med Sys Inc | INSP | Shares | $5.1M | 100K |
| Privia Health Group Inc | PRVA | Shares | $4.7M | 227K |
| Penumbra Inc | PEN | Shares | $4.0M | 12K |
| Atrium Therapeutics Inc | RNA | Shares | $3.5M | 263K |
| Pfizer Inc | PFE | Shares | $3.0M | 108K |
| Illumina Inc | ILMN | Shares | $2.5M | 20K |
| Kestra Med Technologies Ltd | Shares | $2.3M | 116K | |
| Omada Health Inc | OMDA | Shares | $2.0M | 158K |
| Bridgebio Pharma Inc | BBIO | Shares | $1.9M | 25K |
| Biontech Se | BNTX | Shares | $1.9M | 21K |
| Royalty Pharma Plc | Shares | $1.8M | 38K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.8M | 3K |
| Insmed Inc | INSM | Shares | $1.6M | 10K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $1.6M | 3K |
| Masimo Corp | MASI* | Shares | $1.6M | 9K |
| Protagonist Therapeutics Inc | PTGX | Shares | $1.5M | 14K |
| United Therapeutics Corp Del | UTHR | Shares | $1.2M | 2K |
| Beone Medicines Ltd | ONC | Shares | $1.1M | 4K |
| Phreesia Inc | PHR | Shares | $1.1M | 131K |
| Adaptive Biotechnologies Cor | ADPT | Shares | $1.1M | 76K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.0M | 17K |
| Encompass Health Corp | EHC | Shares | $951K | 10K |
| Newamsterdam Pharma Company | Shares | $885K | 28K | |
| Apple Inc | AAPL | Shares | $843K | 3K |
| Billiontoone Inc | BLLN | Shares | $833K | 11K |
| Mineralys Therapeutics Inc | MLYS | Shares | $796K | 29K |
| Equinor Asa | EQNR | Shares | $742K | 18K |
| Exxon Mobil Corp | XOM | Shares | $741K | 4K |
| Bp Plc | BP | Shares | $735K | 16K |
| Shell Plc | SHEL | Shares | $729K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.