Holders — by stockHoldings — by fund
Bellevue Group AG
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1674546
$4.75B
disclosed book value
148
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 100 of 148 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMGNAMGEN INC | 851,550 | $308.4M | 6.5% |
| 2 | VRTXVERTEX PHARMACEUTICALS INC | 578,634 | $287.4M | 6% |
| 3 | ARGXARGENX SE | 301,000 | $279.3M | 5.9% |
| 4 | GILDGILEAD SCIENCES INC | 2.2M | $272.7M | 5.7% |
| 5 | RVMDREVOLUTION MEDICINES INC | 1.0M | $196.3M | 4.1% |
| 6 | ORKAORUKA THERAPEUTICS INC | 1.7M | $157.7M | 3.3% |
| 7 | INSMINSMED INC | 1.4M | $148.6M | 3.1% |
| 8 | SRRKSCHOLAR ROCK HLDG CORP | 2.4M | $134.7M | 2.8% |
| 9 | NUVALENT INC | 1.1M | $130.1M | 2.7% |
| 10 | VRDNVIRIDIAN THERAPEUTICS INC | 6.7M | $123.7M | 2.6% |
| 11 | RLAYRELAY THERAPEUTICS INC | 6.2M | $115.7M | 2.4% |
| 12 | PCVXVAXCYTE INC | 2.0M | $114.6M | 2.4% |
| 13 | UTHRUNITED THERAPEUTICS CORP DEL | 188,515 | $102.1M | 2.1% |
| 14 | ISRGINTUITIVE SURGICAL INC | 254,809 | $101.3M | 2.1% |
| 15 | REGNREGENERON PHARMACEUTICALS | 157,291 | $98.1M | 2.1% |
| 16 | CRNXCRINETICS PHARMACEUTICALS IN | 2.6M | $98.0M | 2.1% |
| 17 | BBIOBRIDGEBIO PHARMA INC | 1.2M | $88.6M | 1.9% |
| 18 | IMCRIMMUNOCORE HLDGS PLC | 2.8M | $88.5M | 1.9% |
| 19 | ABTABBOTT LABORATORIES | 947,115 | $85.9M | 1.8% |
| 20 | SYKSTRYKER CORPORATION | 268,461 | $84.5M | 1.8% |
| 21 | MEDTRONIC PLC | 994,233 | $77.8M | 1.6% |
| 22 | IONSIONIS PHARMACEUTICALS INC | 972,258 | $77.1M | 1.6% |
| 23 | ELVNENLIVEN THERAPEUTICS INC | 1.5M | $75.6M | 1.6% |
| 24 | VERAVERA THERAPEUTICS INC | 1.7M | $73.4M | 1.5% |
| 25 | JBIOJADE BIOSCIENCES INC | 3.1M | $67.9M | 1.4% |
| 26 | EWEDWARDS LIFESCIENCES CORP | 739,234 | $66.9M | 1.4% |
| 27 | RAREULTRAGENYX PHARMACEUTICAL IN | 2.0M | $66.2M | 1.4% |
| 28 | UNHUNITEDHEALTH GROUP INC | 149,127 | $62.0M | 1.3% |
| 29 | DXCMDEXCOM INC | 822,489 | $55.4M | 1.2% |
| 30 | CLDXCELLDEX THERAPEUTICS INC NEW | 1.2M | $44.7M | 0.9% |
| 31 | AVLNAVALYN PHARMACEUTICALS INC | 1.4M | $44.4M | 0.9% |
| 32 | DAMORA THERAPEUTICS INC | 1.6M | $42.1M | 0.9% |
| 33 | IRONDISC MEDICINE INC | 560,000 | $41.0M | 0.9% |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 79,816 | $40.0M | 0.8% |
| 35 | BSXBOSTON SCIENTIFIC CORP | 887,650 | $37.9M | 0.8% |
| 36 | LLYELI LILLY & CO | 29,882 | $35.8M | 0.8% |
| 37 | CGONCG ONCOLOGY INC | 493,596 | $35.1M | 0.7% |
| 38 | IDXXIDEXX LABS INC | 61,780 | $32.5M | 0.7% |
| 39 | RMDRESMED INC | 148,195 | $28.9M | 0.6% |
| 40 | KRYSKRYSTAL BIOTECH INC | 77,530 | $28.8M | 0.6% |
| 41 | GLUEMONTE ROSA THERAPEUTICS INC | 1.2M | $28.8M | 0.6% |
| 42 | DHRDANAHER CORP DEL | 143,844 | $27.4M | 0.6% |
| 43 | JNJJOHNSON & JOHNSON | 103,280 | $26.2M | 0.6% |
| 44 | SPTXSEAPORT THERAPEUTICS INC | 1.1M | $23.9M | 0.5% |
| 45 | PVLAPALVELLA THERAPEUTICS INC NE | 155,000 | $23.7M | 0.5% |
| 46 | ALGNALIGN TECHNOLOGY INC | 139,680 | $23.6M | 0.5% |
| 47 | ANNXANNEXON INC | 4.1M | $23.4M | 0.5% |
| 48 | HUMHUMANA INC | 58,398 | $23.2M | 0.5% |
| 49 | ELVELEVANCE HEALTH INC FORMERLY | 56,449 | $21.8M | 0.5% |
| 50 | TNGXTANGO THERAPEUTICS INC | 694,182 | $21.7M | 0.5% |
| 51 | STERIS PLC | 99,877 | $21.0M | 0.4% |
| 52 | SYRESPYRE THERAPEUTICS INC | 229,931 | $20.4M | 0.4% |
| 53 | COAGHEMAB THERAPEUTICS HLDGS INC | 550,000 | $20.2M | 0.4% |
| 54 | PODDINSULET CORP | 127,498 | $19.4M | 0.4% |
| 55 | CITHE CIGNA GROUP | 66,500 | $18.3M | 0.4% |
| 56 | GKOSGLAUKOS CORP | 128,667 | $18.0M | 0.4% |
| 57 | CVSCVS HEALTH CORP | 169,366 | $17.5M | 0.4% |
| 58 | BDXBECTON DICKINSON & CO | 109,729 | $16.6M | 0.3% |
| 59 | GEHCGE HEALTHCARE TECHNOLOGIES I | 252,744 | $16.2M | 0.3% |
| 60 | LIVANOVA PLC | 195,621 | $16.1M | 0.3% |
| 61 | CNCCENTENE CORP DEL | 228,865 | $14.7M | 0.3% |
| 62 | MRKMERCK & CO INC | 113,061 | $14.5M | 0.3% |
| 63 | COOCOOPER COS INC | 197,135 | $14.1M | 0.3% |
| 64 | PBLSPARABILIS MEDICINES INC | 500,000 | $13.7M | 0.3% |
| 65 | TEVATEVA PHARMACEUTICAL INDS LTD | 345,899 | $11.7M | 0.2% |
| 66 | GMEDGLOBUS MED INC | 146,108 | $11.5M | 0.2% |
| 67 | PRCTPROCEPT BIOROBOTICS CORP | 502,286 | $11.3M | 0.2% |
| 68 | ZBHZIMMER BIOMET HOLDINGS INC | 126,707 | $10.9M | 0.2% |
| 69 | VEEVVEEVA SYS INC | 59,347 | $10.5M | 0.2% |
| 70 | ABBVABBVIE INC | 40,476 | $10.2M | 0.2% |
| 71 | TXG10X GENOMICS INC | 261,470 | $10.0M | 0.2% |
| 72 | HCAHCA HEALTHCARE INC | 23,750 | $9.3M | 0.2% |
| 73 | AURAAURA BIOSCIENCES INC | 1.2M | $8.3M | 0.2% |
| 74 | MCKMCKESSON CORP | 9,625 | $7.3M | 0.2% |
| 75 | THCTENET HEALTHCARE CORP | 38,868 | $7.3M | 0.2% |
| 76 | PTGXPROTAGONIST THERAPEUTICS INC | 55,682 | $6.8M | 0.1% |
| 77 | NTRANATERA INC | 24,806 | $6.7M | 0.1% |
| 78 | TMDXTRANSMEDICS GROUP INC | 101,139 | $6.7M | 0.1% |
| 79 | MOHMOLINA HEALTHCARE INC | 27,761 | $6.3M | 0.1% |
| 80 | ALKERMES PLC | 120,243 | $6.3M | 0.1% |
| 81 | ROYALTY PHARMA PLC | 112,311 | $6.3M | 0.1% |
| 82 | WAYWAYSTAR HLDG CORP | 293,592 | $6.0M | 0.1% |
| 83 | PRVAPRIVIA HEALTH GROUP INC | 226,703 | $5.8M | 0.1% |
| 84 | GMRSGMR SOLUTIONS INC | 333,333 | $5.2M | 0.1% |
| 85 | NBIXNEUROCRINE BIOSCIENCES INC | 24,037 | $4.1M | 0.1% |
| 86 | OMDAOMADA HEALTH INC | 157,938 | $3.5M | 0.1% |
| 87 | KESTRA MED TECHNOLOGIES LTD | 129,215 | $3.3M | 0.1% |
| 88 | MDLNMEDLINE INC | 82,153 | $3.2M | 0.1% |
| 89 | ILMNILLUMINA INC | 18,134 | $3.2M | 0.1% |
| 90 | ONCBEONE MEDICINES LTD | 10,474 | $3.0M | 0.1% |
| 91 | NEWAMSTERDAM PHARMA COMPANY | 86,994 | $2.9M | 0.1% |
| 92 | MDGLMADRIGAL PHARMACEUTICALS INC | 4,675 | $2.5M | 0.1% |
| 93 | SPYSTATE STR SPDR S&P 500 ETF T | 2,700 | $2.0M | 0% |
| 94 | BNTXBIONTECH SE | 21,229 | $2.0M | 0% |
| 95 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 89,439 | $1.9M | 0% |
| 96 | CYTKCYTOKINETICS INC | 19,007 | $1.6M | 0% |
| 97 | ALMRALAMAR BIOSCIENCES INC | 55,738 | $1.5M | 0% |
| 98 | PHRPHREESIA INC | 140,495 | $1.4M | 0% |
| 99 | MOBIMOBIA MED INC | 100,000 | $1.3M | 0% |
| 100 | BLLNBILLIONTOONE INC | 10,554 | $1.3M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.