account_balance
Investment manager · 13F filer · SEC CIK 1674546
Bellevue Group AG
Reported value$4.75Bas of Jun 30, 2026
Positions148 17 new, 24 sold out
Top 10 weight42.9%AMGN alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMGNAmgen Inc
6.5%Added +188%
VRTXVertex Pharmaceuticals Inc
6.0%Trimmed −15%
ARGXArgenx Se
5.9%Trimmed −4%
GILDGilead Sciences Inc
5.7%Added +85%
RVMDRevolution Medicines Inc
4.1%Trimmed −32%
ORKAOruka Therapeutics Inc
3.3%Added +227%
INSMInsmed Inc
3.1%Added +13787%
SRRKScholar Rock HLDG Corp
2.8%Trimmed −32%
NUVLNuvalent Inc
2.7%
VRDNViridian Therapeutics Inc
2.6%
RLAYRelay Therapeutics Inc
2.4%Trimmed −21%
PCVXVaxcyte Inc
2.4%Added +66%
AMGNAmgen Inc
6.5%Added +188%
VRTXVertex Pharmaceuticals Inc
6.0%Trimmed −15%
ARGX5.9%GILD5.7%RVMDRevolution Medicines Inc
4.1%Trimmed −32%
ORKA3.3%INSM3.1%SRRK2.8%NUVL2.7%
VRDN2.6%RLAY2.4%PCVX2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMGN Amgen Inc 6.5% Added +188%VRTX Vertex Pharmaceuticals Inc 6.0% Trimmed −15%ARGX Argenx Se 5.9% Trimmed −4%GILD Gilead Sciences Inc 5.7% Added +85%RVMD Revolution Medicines Inc 4.1% Trimmed −32%ORKA Oruka Therapeutics Inc 3.3% Added +227%INSM Insmed Inc 3.1% Added +13787%SRRK Scholar Rock HLDG Corp 2.8% Trimmed −32%
NUVL Nuvalent Inc 2.7% Held
VRDN Viridian Therapeutics Inc 2.6% HeldRLAY Relay Therapeutics Inc 2.4% Trimmed −21%PCVX Vaxcyte Inc 2.4% Added +66%What changed