Bellevue Group AG
148 holdingsFiling period: 2026-06-30Current AUM: $4.99Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | 851.5K | $308.4M | $396.8M | 7.95% | +556.2K | 2026-06-30 |
| 2 | VRTX | Vertex Pharmaceuticals Inc | 578.6K | $287.4M | $323.4M | 6.48% | -103,274 | 2026-06-30 |
| 3 | ARGX | Argenx SE | 301.0K | $279.3M | $268.8M | 5.38% | -12,000 | 2026-06-30 |
| 4 | GILD | Gilead Sciences Inc | 2.16M | $272.7M | $368.5M | 7.38% | +988.9K | 2026-06-30 |
| 5 | RVMD | Revolution Medicines Inc | 1.05M | $196.3M | $200.5M | 4.02% | -496,442 | 2026-06-30 |
| 6 | ORKA | Oruka Therapeutics Inc | 1.66M | $157.7M | $160.5M | 3.22% | +1.15M | 2026-06-30 |
| 7 | INSM | Insmed Inc | 1.39M | $148.6M | $156.9M | 3.14% | +1.38M | 2026-06-30 |
| 8 | SRRK | Scholar Rock Hldg Corp | 2.45M | $134.7M | $107.5M | 2.15% | -1,135,026 | 2026-06-30 |
| 9 | NUVL | Nuvalent Inc | 1.05M | $130.1M | $130.1M | 2.61% | -- | 2026-06-30 |
| 10 | VRDN | Viridian Therapeutics Inc | 6.73M | $123.7M | $166.1M | 3.33% | +5.8K | 2026-06-30 |
| 11 | RLAY | Relay Therapeutics Inc | 6.19M | $115.7M | $113.5M | 2.27% | -1,609,272 | 2026-06-30 |
| 12 | PCVX | Vaxcyte Inc | 1.97M | $114.6M | $122.3M | 2.45% | +781.2K | 2026-06-30 |
| 13 | UTHR | United Therapeutics Corp Del | 188.5K | $102.1M | $112.9M | 2.26% | +186.4K | 2026-06-30 |
| 14 | ISRG | Intuitive Surgical Inc | 254.8K | $101.3M | $110.1M | 2.21% | -31,845 | 2026-06-30 |
| 15 | REGN | Regeneron Pharmaceuticals | 157.3K | $98.1M | $145.9M | 2.92% | -121,383 | 2026-06-30 |
| 16 | CRNX | Crinetics Pharmaceuticals in | 2.62M | $98.0M | $98.0M | 1.96% | -660,000 | 2026-06-30 |
| 17 | BBIO | Bridgebio Pharma Inc | 1.19M | $88.6M | $89.2M | 1.79% | +1.16M | 2026-06-30 |
| 18 | IMCR | Immunocore Hldgs PLC | 2.79M | $88.5M | $85.0M | 1.70% | -8,558 | 2026-06-30 |
| 19 | ABT | Abbott Laboratories | 947.1K | $85.9M | $100.6M | 2.01% | -204,520 | 2026-06-30 |
| 20 | SYK | Stryker Corporation | 268.5K | $84.5M | $78.4M | 1.57% | +51.2K | 2026-06-30 |
| 21 | — | Medtronic PLC | 994.2K | $77.8M | $77.8M | 1.56% | +36.9K | 2026-06-30 |
| 22 | IONS | Ionis Pharmaceuticals Inc | 972.3K | $77.1M | $42.3M | 0.85% | -846,407 | 2026-06-30 |
| 23 | ELVN | Enliven Therapeutics Inc | 1.49M | $75.6M | $65.9M | 1.32% | -830,867 | 2026-06-30 |
| 24 | VERA | Vera Therapeutics Inc | 1.71M | $73.4M | $53.0M | 1.06% | +37 | 2026-06-30 |
| 25 | JBIO | Jade Biosciences Inc | 3.06M | $67.9M | $43.0M | 0.86% | -443,506 | 2026-06-30 |
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