Bellevue Group
Latest statistics and disclosures from Bellevue Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RVMD, ARGX, IONS, VRTX, NBIX, and represent 32.54% of Bellevue Group's stock portfolio.
- Added to shares of these 10 stocks: FOLD (+$153M), VRDN (+$136M), NUVL (+$104M), KRYS (+$101M), VERA (+$86M), VRTX (+$80M), JBIO (+$52M), MAZE (+$37M), SRRK (+$36M), TNGX (+$35M).
- Started 37 new stock positions in ANET, JBIO, BABA, V, PLTR, TNGX, BLK, BLLN, CSCO, JD.
- Reduced shares in these 10 stocks: AGIO (-$149M), INCY (-$142M), IONS (-$114M), AKRO (-$113M), BEAM (-$77M), ARGX (-$71M), RVMD (-$45M), WVE (-$44M), BHVN (-$42M), SYK (-$32M).
- Sold out of its positions in AGIO, AKRO, BIDU, BAX, HOLX, MGNX, MLTX, BHVN, MRUS.
- Bellevue Group was a net seller of stock by $-206M.
- Bellevue Group has $5.3B in assets under management (AUM), dropping by 9.64%.
- Central Index Key (CIK): 0001674546
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Portfolio Holdings for Bellevue Group
Bellevue Group holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 7.6 | $399M | -10% | 5.0M | 79.65 |
|
| Argenx Se Sponsored Adr (ARGX) | 7.4 | $388M | -15% | 462k | 840.95 |
|
| Ionis Pharmaceuticals (IONS) | 7.2 | $380M | -23% | 4.8M | 79.11 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 5.9 | $309M | +34% | 681k | 453.36 |
|
| Neurocrine Biosciences (NBIX) | 4.6 | $242M | -3% | 1.7M | 141.83 |
|
| Avidity Biosciences Ord (RNA) | 3.6 | $190M | +22% | 2.6M | 72.13 |
|
| Intuitive Surgical Com New (ISRG) | 3.5 | $182M | -7% | 322k | 566.36 |
|
| Scholar Rock Hldg Corp (SRRK) | 3.4 | $179M | +25% | 4.1M | 44.05 |
|
| Alnylam Pharmaceuticals (ALNY) | 3.4 | $177M | 446k | 397.65 |
|
|
| Abbott Laboratories (ABT) | 3.1 | $165M | -10% | 1.3M | 125.29 |
|
| Amicus Therapeutics (FOLD) | 2.9 | $153M | NEW | 11M | 14.24 |
|
| Boston Scientific Corporation (BSX) | 2.8 | $149M | -6% | 1.6M | 95.35 |
|
| Miragen Therapeutics (VRDN) | 2.6 | $136M | NEW | 4.4M | 31.12 |
|
| Stryker Corporation (SYK) | 2.4 | $127M | -20% | 361k | 351.47 |
|
| Nuvalent Inc-a (NUVL) | 2.0 | $104M | NEW | 1.0M | 100.59 |
|
| Krystal Biotech (KRYS) | 1.9 | $101M | +31174% | 410k | 246.54 |
|
| Celldex Therapeutics Com New (CLDX) | 1.9 | $98M | 3.6M | 27.16 |
|
|
| Immunocore Hldgs Ads (IMCR) | 1.8 | $97M | 2.8M | 34.71 |
|
|
| Edwards Lifesciences (EW) | 1.7 | $89M | +16% | 1.0M | 85.25 |
|
| Vera Therapeutics Cl A (VERA) | 1.6 | $86M | NEW | 1.7M | 50.64 |
|
| Medtronic SHS (MDT) | 1.4 | $74M | 767k | 96.06 |
|
|
| Relay Therapeutics (RLAY) | 1.3 | $71M | 8.3M | 8.46 |
|
|
| IDEXX Laboratories (IDXX) | 1.2 | $64M | +23% | 95k | 676.53 |
|
| UnitedHealth (UNH) | 1.1 | $58M | +3% | 175k | 330.11 |
|
| Dex (DXCM) | 1.1 | $56M | +7% | 847k | 66.37 |
|
| Insulet Corporation (PODD) | 1.0 | $53M | -11% | 187k | 284.24 |
|
| Becton, Dickinson and (BDX) | 1.0 | $52M | -10% | 266k | 194.07 |
|
| Jade Biosciences Com New (JBIO) | 1.0 | $52M | NEW | 3.3M | 15.43 |
|
| Danaher Corporation (DHR) | 0.8 | $45M | +18% | 195k | 228.92 |
|
| Penumbra (PEN) | 0.8 | $42M | -7% | 135k | 310.91 |
|
| ResMed (RMD) | 0.7 | $39M | -2% | 161k | 240.87 |
|
| Edgewise Therapeutics (EWTX) | 0.7 | $38M | -44% | 1.5M | 24.82 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $38M | -38% | 65k | 579.45 |
|
| Maze Therapeatics (MAZE) | 0.7 | $37M | NEW | 888k | 41.43 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $37M | -16% | 34k | 1074.68 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $35M | -8% | 425k | 82.02 |
|
| Tango Therapeutics (TNGX) | 0.7 | $35M | NEW | 3.9M | 8.86 |
|
| Abbvie (ABBV) | 0.6 | $31M | -21% | 135k | 228.49 |
|
| Cigna Corp (CI) | 0.6 | $30M | -10% | 110k | 275.23 |
|
| Glaukos (GKOS) | 0.6 | $30M | +368% | 262k | 112.91 |
|
| Johnson & Johnson (JNJ) | 0.5 | $26M | +69% | 127k | 206.95 |
|
| Annexon (ANNX) | 0.5 | $26M | 5.2M | 5.02 |
|
|
| Steris Shs Usd (STE) | 0.5 | $26M | -13% | 102k | 253.52 |
|
| Wave Life Sciences SHS (WVE) | 0.5 | $25M | -63% | 1.5M | 17.00 |
|
| Anthem (ELV) | 0.5 | $24M | -33% | 70k | 350.55 |
|
| Cooper Cos (COO) | 0.5 | $24M | 292k | 81.96 |
|
|
| Globus Med Cl A (GMED) | 0.4 | $23M | -19% | 263k | 87.31 |
|
| Align Technology (ALGN) | 0.4 | $22M | -2% | 142k | 156.15 |
|
| Zimmer Holdings (ZBH) | 0.4 | $22M | -2% | 239k | 89.92 |
|
| McKesson Corporation (MCK) | 0.4 | $21M | -33% | 25k | 820.29 |
|
| Hca Holdings (HCA) | 0.4 | $21M | -33% | 44k | 466.86 |
|
| Humana (HUM) | 0.4 | $19M | -4% | 73k | 256.13 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $18M | -17% | 81k | 223.23 |
|
| Procept Biorobotics Corp (PRCT) | 0.3 | $16M | +11% | 515k | 31.46 |
|
| Natera (NTRA) | 0.2 | $13M | -38% | 56k | 229.09 |
|
| Masimo Corporation (MASI) | 0.2 | $13M | 97k | 130.06 |
|
|
| Transmedics Group (TMDX) | 0.2 | $12M | -16% | 98k | 121.65 |
|
| Centene Corporation (CNC) | 0.2 | $11M | -2% | 274k | 41.15 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $11M | -7% | 14k | 771.87 |
|
| Privia Health Group (PRVA) | 0.2 | $11M | -32% | 448k | 23.71 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $10M | -22% | 328k | 31.21 |
|
| Structure Therapeutics Sponsored Ads (GPCR) | 0.2 | $10M | -54% | 145k | 69.55 |
|
| Merck & Co (MRK) | 0.2 | $9.7M | +165% | 92k | 105.26 |
|
| Iqvia Holdings (IQV) | 0.2 | $9.3M | -21% | 41k | 225.41 |
|
| Inspire Med Sys (INSP) | 0.2 | $9.3M | +71% | 101k | 92.23 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $8.7M | +113% | 109k | 79.36 |
|
| Caredx (CDNA) | 0.2 | $8.1M | -24% | 431k | 18.84 |
|
| Molina Healthcare (MOH) | 0.2 | $8.1M | -48% | 47k | 173.54 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $8.0M | 40k | 198.72 |
|
|
| Waystar Holding Corp (WAY) | 0.2 | $7.9M | +86% | 242k | 32.75 |
|
| Gilead Sciences (GILD) | 0.1 | $6.5M | +5% | 53k | 122.74 |
|
| Amgen (AMGN) | 0.1 | $6.1M | +23% | 19k | 327.31 |
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $5.3M | +2% | 322k | 16.31 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $5.2M | -2% | 24k | 213.24 |
|
| Axsome Therapeutics (AXSM) | 0.1 | $5.0M | -47% | 28k | 182.64 |
|
| Medline Com Cl A (MDLN) | 0.1 | $4.9M | NEW | 118k | 42.00 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $4.8M | +76% | 298k | 16.24 |
|
| Icon SHS (ICLR) | 0.1 | $4.5M | 25k | 182.22 |
|
|
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $4.2M | +28% | 44k | 95.20 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $3.9M | -35% | 65k | 59.43 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.6M | +40% | 67k | 53.94 |
|
| Brightspring Health Svcs (BTSG) | 0.1 | $3.4M | -51% | 92k | 37.45 |
|
| Neogenomics Com New (NEO) | 0.1 | $3.3M | -24% | 278k | 11.76 |
|
| Avantor (AVTR) | 0.1 | $3.2M | +167% | 276k | 11.46 |
|
| Phreesia (PHR) | 0.1 | $3.1M | -41% | 183k | 16.92 |
|
| Beam Therapeutics (BEAM) | 0.1 | $3.1M | -96% | 112k | 27.72 |
|
| Kestra Med Technologies SHS (KMTS) | 0.1 | $3.1M | -10% | 116k | 26.52 |
|
| Illumina (ILMN) | 0.1 | $3.0M | -3% | 23k | 131.16 |
|
| Omada Health (OMDA) | 0.1 | $2.8M | -29% | 178k | 15.78 |
|
| Astrazeneca Sponsored Adr | 0.1 | $2.8M | -14% | 30k | 91.93 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $2.4M | -31% | 14k | 174.04 |
|
| Viking Therapeutics (VKTX) | 0.0 | $2.4M | -9% | 69k | 35.18 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $2.3M | NEW | 108k | 21.70 |
|
| Beta Bionics (BBNX) | 0.0 | $2.2M | +12% | 72k | 30.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.1M | 3.1k | 681.92 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $2.0M | -84% | 19k | 106.14 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $1.9M | +47% | 3.9k | 487.25 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $1.8M | +18% | 24k | 76.49 |
|
| Brookdale Senior Living (BKD) | 0.0 | $1.8M | +59% | 167k | 10.79 |
|
| Si-bone (SIBN) | 0.0 | $1.8M | -69% | 90k | 19.72 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $1.7M | +20% | 2.9k | 582.34 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $1.6M | -93% | 16k | 101.56 |
|
| Cardinal Health (CAH) | 0.0 | $1.6M | -52% | 7.7k | 205.50 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $1.4M | -19% | 17k | 87.34 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $1.4M | -62% | 5.7k | 250.88 |
|
| Pfizer (PFE) | 0.0 | $1.4M | +380% | 57k | 24.90 |
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $1.4M | -24% | 64k | 21.74 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.3M | -16% | 16k | 85.77 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $1.3M | +148% | 36k | 35.08 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.3M | -77% | 7.3k | 173.53 |
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $982k | NEW | 142k | 6.90 |
|
| Apple (AAPL) | 0.0 | $903k | +106% | 3.3k | 271.86 |
|
| Certara Ord (CERT) | 0.0 | $876k | +67% | 99k | 8.81 |
|
| Billiontoone Cl A (BLLN) | 0.0 | $867k | NEW | 11k | 81.84 |
|
| Amazon (AMZN) | 0.0 | $817k | +95% | 3.5k | 230.82 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.0 | $803k | -17% | 7.5k | 107.04 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $767k | NEW | 12k | 66.39 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $734k | +460% | 3.9k | 186.50 |
|
| Mineralys Therapeutics (MLYS) | 0.0 | $720k | -25% | 20k | 36.29 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $689k | NEW | 4.7k | 146.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $647k | +90% | 2.1k | 313.00 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $629k | NEW | 4.8k | 131.03 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $628k | NEW | 1.1k | 570.88 |
|
| Biogen Idec (BIIB) | 0.0 | $627k | -15% | 3.6k | 175.99 |
|
| Microsoft Corporation (MSFT) | 0.0 | $620k | +531% | 1.3k | 483.62 |
|
| Cisco Systems (CSCO) | 0.0 | $616k | NEW | 8.0k | 77.03 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $586k | +339% | 9.2k | 63.54 |
|
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $574k | -94% | 1.9k | 303.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $566k | 2.3k | 246.16 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $559k | NEW | 3.9k | 143.31 |
|
| Meta Platforms Cl A (META) | 0.0 | $528k | +100% | 800.00 | 660.09 |
|
| Doximity Cl A (DOCS) | 0.0 | $523k | +21% | 12k | 44.28 |
|
| Ptc Therapeutics I (PTCT) | 0.0 | $514k | +167% | 6.8k | 75.96 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $510k | 13k | 38.64 |
|
|
| Visa Com Cl A (V) | 0.0 | $491k | NEW | 1.4k | 350.71 |
|
| Blackrock (BLK) | 0.0 | $482k | NEW | 450.00 | 1070.34 |
|
| Incyte Corporation (INCY) | 0.0 | $471k | -99% | 4.8k | 98.77 |
|
| Lululemon Athletica (LULU) | 0.0 | $466k | NEW | 2.2k | 207.81 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $444k | NEW | 2.5k | 177.75 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $420k | NEW | 1.2k | 349.99 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $403k | NEW | 1.5k | 268.30 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $365k | +755% | 11k | 34.80 |
|
| Garmin SHS (GRMN) | 0.0 | $350k | -15% | 1.7k | 202.85 |
|
| Planet Fitness Cl A (PLNT) | 0.0 | $344k | -26% | 3.2k | 108.47 |
|
| Exelixis (EXEL) | 0.0 | $323k | 7.4k | 43.83 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $316k | NEW | 11k | 28.70 |
|
| Guardant Health (GH) | 0.0 | $307k | +53% | 3.0k | 102.14 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $284k | -33% | 5.9k | 48.46 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $282k | -4% | 4.8k | 59.05 |
|
| Summit Therapeutics (SMMT) | 0.0 | $249k | -24% | 14k | 17.49 |
|
| Moderna (MRNA) | 0.0 | $227k | -17% | 7.7k | 29.49 |
|
| Crinetics Pharmaceuticals In (CRNX) | 0.0 | $188k | NEW | 4.0k | 46.55 |
|
| Alkermes SHS (ALKS) | 0.0 | $185k | 6.6k | 27.98 |
|
|
| AmerisourceBergen (COR) | 0.0 | $176k | -89% | 521.00 | 337.75 |
|
| Caris Life Sciences (CAI) | 0.0 | $173k | -33% | 6.4k | 26.98 |
|
| Ideaya Biosciences (IDYA) | 0.0 | $171k | NEW | 4.9k | 34.57 |
|
| Travere Therapeutics (TVTX) | 0.0 | $146k | NEW | 3.8k | 38.21 |
|
| Cg Oncology (CGON) | 0.0 | $129k | NEW | 3.1k | 41.52 |
|
| Denali Therapeutics (DNLI) | 0.0 | $118k | NEW | 7.1k | 16.51 |
|
| Uniqure Nv SHS (QURE) | 0.0 | $114k | 4.8k | 23.93 |
|
|
| Apellis Pharmaceuticals (APLS) | 0.0 | $106k | NEW | 4.2k | 25.12 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $100k | 7.9k | 12.60 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $99k | NEW | 1.9k | 52.44 |
|
| Olema Pharmaceuticals (OLMA) | 0.0 | $98k | NEW | 3.9k | 25.00 |
|
| Trevi Therapeutics (TRVI) | 0.0 | $95k | NEW | 7.6k | 12.52 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $93k | 3.0k | 30.80 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $92k | -16% | 729.00 | 125.82 |
|
| Tyra Biosciences (TYRA) | 0.0 | $83k | NEW | 3.1k | 26.29 |
|
| Oric Pharmaceuticals (ORIC) | 0.0 | $79k | NEW | 9.7k | 8.18 |
|
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $59k | NEW | 2.6k | 23.00 |
|
| Mettler-Toledo International (MTD) | 0.0 | $53k | -9% | 38.00 | 1394.18 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $48k | -56% | 350.00 | 136.07 |
|
| Oracle Corporation (ORCL) | 0.0 | $40k | -51% | 203.00 | 194.91 |
|
| Qualcomm (QCOM) | 0.0 | $36k | -53% | 209.00 | 171.05 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $27k | NEW | 3.0k | 8.99 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $20k | -10% | 4.9k | 4.09 |
|
Past Filings by Bellevue Group
SEC 13F filings are viewable for Bellevue Group going back to 2016
- Bellevue Group 2025 Q4 filed Feb. 17, 2026
- Bellevue Group 2025 Q3 filed Nov. 14, 2025
- Bellevue Group 2025 Q2 filed Aug. 14, 2025
- Bellevue Group 2025 Q1 filed May 14, 2025
- Bellevue Group 2024 Q4 filed Feb. 14, 2025
- Bellevue Group 2024 Q3 filed Nov. 14, 2024
- Bellevue Group 2024 Q2 filed Aug. 14, 2024
- Bellevue Group 2024 Q1 filed May 15, 2024
- Bellevue Group 2023 Q4 filed Feb. 14, 2024
- Bellevue Group 2023 Q3 filed Nov. 14, 2023
- Bellevue Group 2023 Q2 filed Aug. 14, 2023
- Bellevue Group 2023 Q1 filed May 15, 2023
- Bellevue Group 2022 Q4 filed Feb. 14, 2023
- Bellevue Group 2022 Q3 filed Nov. 14, 2022
- Bellevue Group 2022 Q2 filed Aug. 11, 2022
- Bellevue Group 2022 Q1 filed May 13, 2022