§ 13F · FUND PROFILE
Bellevue Group AG.
AUM · $4.8B (13F)Positions · 164Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$205M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMGN | AMGEN INC | 832K | $301M | 6.3% | +188% |
| 2 | ARGX | ARGENX SE | 301K | $279M | 5.9% | −4% |
| 3 | VRTX | VERTEX PHARMACEUTICALS INC | 557K | $277M | 5.8% | −15% |
| 4 | GILD | GILEAD SCIENCES INC | 2.09M | $264M | 5.6% | +85% |
| 5 | RVMD | REVOLUTION MEDICINES INC | 1.04M | $195M | 4.1% | −32% |
| 6 | ORKA | ORUKA THERAPEUTICS INC | 1.66M | $158M | 3.3% | +227% |
| 7 | INSM | INSMED INC | 1.38M | $147M | 3.1% | +13787% |
| 8 | SRRK | SCHOLAR ROCK HLDG CORP | 2.45M | $134M | 2.8% | −32% |
| 9 | NUVL | NUVALENT INC | 1.05M | $130M | 2.7% | ±0% |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | 6.72M | $123M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELLEVUE SIGNAL
AC read
Bellevue Group AG is a Other fund managing $4.8 billion in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →