EdgeMarket › What Bellevue Group Ag reported owning

What Bellevue Group Ag reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

4.2B

Positions

155

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
VRTX
VERTEX PHARMACEUTICALS INC / MA
304.5M7.2%681.9K548.05+39.0%
ARGX
ARGENX SE
228.6M5.4%313.0K1,039.78+57.3%
REGN
REGENERON PHARMACEUTICALS, INC.
215.3M5.1%278.7K834.04+41.1%
SRRK
Scholar Rock Holding Corp
176.2M4.2%3.6M56.50+64.2%
GILD
GILEAD SCIENCES, INC.
163.0M3.9%1.2M146.12+23.1%
RVMD
Revolution Medicines, Inc.
150.2M3.6%1.5M209.46+479.3%
IONS
IONIS PHARMACEUTICALS INC
136.6M3.2%1.8M59.74+39.5%
ISRG
INTUITIVE SURGICAL INC
132.1M3.1%286.7K378.81-21.2%
VRDN
Viridian Therapeutics, Inc.\DE
131.6M3.1%6.7M24.29+33.9%
KRYS
Krystal Biotech, Inc.
124.5M3.0%481.8K346.58+137.6%
CRNX
Crinetics Pharmaceuticals, Inc.
119.1M2.8%3.3M84.69+191.1%
ABT
ABBOTT LABORATORIES
118.2M2.8%1.2M116.64-11.9%
unmapped CUSIP 670703107107.9M2.6%1.1M
AMGN
AMGEN INC
103.9M2.5%295.4K439.33+48.2%
BSX
BOSTON SCIENTIFIC CORP
92.0M2.2%1.5M50.37-52.5%
ELVN
Enliven Therapeutics, Inc.
91.0M2.2%2.3M59.82+204.3%
IMCR
Immunocore Holdings plc
84.3M2.0%2.8M36.88+13.5%
MDT
Medtronic plc
83.0M2.0%957.3K93.35+0.1%
ALNY
ALNYLAM PHARMACEUTICALS, INC.
77.6M1.8%234.5K236.22-48.5%
RLAY
Relay Therapeutics, Inc.
77.6M1.8%7.8M19.44+471.8%
SYK
STRYKER CORP
71.4M1.7%217.2K329.45-15.9%
PCVX
Vaxcyte, Inc.
69.2M1.6%1.2M62.62+100.3%
VERA
Vera Therapeutics, Inc.
68.8M1.6%1.7M32.27+46.0%
EW
Edwards Lifesciences Corp
67.2M1.6%839.5K89.79+10.3%
DMRA
Damora Therapeutics, Inc.
59.5M1.4%2.3M30.82+811.9%
TNGX
Tango Therapeutics, Inc.
50.2M1.2%2.4M23.88+253.8%
IDXX
IDEXX LABORATORIES INC /DE
50.1M1.2%89.1K556.93-13.0%
RARE
Ultragenyx Pharmaceutical Inc.
49.9M1.2%2.4M25.83-12.0%
DXCM
DEXCOM INC
49.5M1.2%788.8K92.34+13.1%
JBIO
Jade Biosciences, Inc.
49.2M1.2%3.5M21.34+211.5%
EWTX
Edgewise Therapeutics, Inc.
48.1M1.1%1.5M44.18+219.2%
UNH
UNITEDHEALTH GROUP INC
40.1M1.0%148.2K390.11+30.1%
DHR
DANAHER CORP /DE/
38.3M0.9%202.2K218.85+3.5%
CLDX
Celldex Therapeutics, Inc.
38.1M0.9%1.2M40.38+93.3%
RMD
RESMED INC
35.8M0.9%159.3K231.52-19.9%
PODD
INSULET CORP
34.3M0.8%163.7K148.16-55.5%
TMO
THERMO FISHER SCIENTIFIC INC.
31.7M0.8%64.4K629.27+27.2%
LLY
ELI LILLY & Co
31.2M0.7%33.9K1,255.40+78.0%
GEHC
GE HealthCare Technologies Inc.
29.7M0.7%416.9K74.82+1.3%
IRON
Disc Medicine, Inc.
29.4M0.7%459.3K79.81+35.9%
JNJ
JOHNSON & JOHNSON
29.1M0.7%119.1K270.24+51.1%
ANNX
Annexon, Inc.
28.6M0.7%5.2M5.07+136.9%
CI
Cigna Group
26.2M0.6%98.3K277.51-8.9%
ORKA
Oruka Therapeutics, Inc.
24.9M0.6%507.0K107.96+649.7%
MRK
Merck & Co., Inc.
24.9M0.6%206.6K152.55+80.2%
ALGN
ALIGN TECHNOLOGY INC
23.9M0.6%139.7K162.55+13.2%
STE
STERIS plc
22.1M0.5%99.9K237.93-4.7%
GMED
GLOBUS MEDICAL INC
21.3M0.5%247.3K86.91+43.1%
GLUE
Monte Rosa Therapeutics, Inc.
20.6M0.5%1.2M14.30+222.8%
ABBV
AbbVie Inc.
20.3M0.5%93.6K264.96+26.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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