Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bellevue Group AG (CIK 1674546) reported $4.20B across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VRTX ($304.5M, 7.25%), ARGX ($228.6M, 5.44%), REGN ($215.3M, 5.12%), SRRK ($176.2M, 4.19%), GILD ($163.0M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRTX | VERTEX PHARMACEUTICALS INC | $304.5M | 7.25% | 681,908 | Added |
| 2 | ARGX | ARGENX SE | $228.6M | 5.44% | 313,000 | Trimmed |
| 3 | REGN | REGENERON PHARMACEUTICALS | $215.3M | 5.12% | 278,674 | Added |
| 4 | SRRK | SCHOLAR ROCK HLDG CORP | $176.2M | 4.19% | 3.6M | Trimmed |
| 5 | GILD | GILEAD SCIENCES INC | $163.0M | 3.88% | 1.2M | Added |
| 6 | RVMD | REVOLUTION MEDICINES INC | $150.2M | 3.57% | 1.5M | Trimmed |
| 7 | IONS | IONIS PHARMACEUTICALS INC | $136.6M | 3.25% | 1.8M | Trimmed |
| 8 | ISRG | INTUITIVE SURGICAL INC | $132.1M | 3.14% | 286,654 | Trimmed |
| 9 | VRDN | VIRIDIAN THERAPEUTICS INC | $131.6M | 3.13% | 6.7M | Added |
| 10 | KRYS | KRYSTAL BIOTECH INC | $124.5M | 2.96% | 481,785 | Added |
| 11 | CRNX | CRINETICS PHARMACEUTICALS IN | $119.1M | 2.84% | 3.3M | Added |
| 12 | ABT | ABBOTT LABORATORIES | $118.2M | 2.81% | 1.2M | Trimmed |
| 13 | NUVL | NUVALENT INC | $107.9M | 2.57% | 1.1M | Added |
| 14 | AMGN | AMGEN INC | $103.9M | 2.47% | 295,358 | Added |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $92.0M | 2.19% | 1.5M | Trimmed |
| 16 | ELVN | ENLIVEN THERAPEUTICS INC | $91.0M | 2.17% | 2.3M | New |
| 17 | IMCR | IMMUNOCORE HLDGS PLC | $84.3M | 2.01% | 2.8M | Hold |
| 18 | MDT | MEDTRONIC PLC | $83.0M | 1.97% | 957,329 | Added |
| 19 | ALNY | ALNYLAM PHARMACEUTICALS INC | $77.6M | 1.85% | 234,543 | Trimmed |
| 20 | RLAY | RELAY THERAPEUTICS INC | $77.6M | 1.85% | 7.8M | Trimmed |
| 21 | SYK | STRYKER CORPORATION | $71.4M | 1.70% | 217,237 | Trimmed |
| 22 | PCVX | VAXCYTE INC | $69.2M | 1.65% | 1.2M | New |
| 23 | VERA | VERA THERAPEUTICS INC | $68.8M | 1.64% | 1.7M | Added |
| 24 | EW | EDWARDS LIFESCIENCES CORP | $67.2M | 1.60% | 839,451 | Trimmed |
| 25 | GLTO | DAMORA THERAPEUTICS INC | $59.5M | 1.42% | 2.3M | New |
Source: SEC Form 13F filings · as of 2026-03-31