Bellevue Group
Latest statistics and disclosures from Bellevue Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMGN, VRTX, ARGX, GILD, RVMD, and represent 28.28% of Bellevue Group's stock portfolio.
- Added to shares of these 10 stocks: AMGN (+$201M), INSM (+$148M), GILD (+$125M), ORKA (+$110M), UTHR (+$101M), BBIO (+$87M), PCVX (+$45M), AVLN (+$44M), CGON (+$35M), SPTX (+$24M).
- Started 17 new stock positions in ALMR, COGT, WAT, DFTX, MOBI, MANE, COAG, VTRS, PVLA, MOH. AURA, CGON, SYRE, GMRS, PBLS, SPTX, AVLN.
- Reduced shares in these 10 stocks: KRYS (-$150M), RVMD (-$93M), REGN (-$76M), ALNY (-$70M), IONS (-$67M), SRRK (-$62M), TNGX (-$53M), VRTX (-$51M), EWTX (-$48M), ELVN (-$42M).
- Sold out of its positions in ADBE, BABA, Ascendis Pharma A S, RNA, BP, BLK, BBOT, Centessa Pharmaceuticals, CSCO, EWTX. EQNR, Exxon Mobil Corporation, INSP, JD, Masimo Corporation, MA, OLMA, PEN, PG, SHEL, V, ACN, QGEN, Wave Life Sciences.
- Bellevue Group was a net buyer of stock by $46M.
- Bellevue Group has $4.8B in assets under management (AUM), dropping by 13.10%.
- Central Index Key (CIK): 0001674546
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Portfolio Holdings for Bellevue Group
Bellevue Group holds 148 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amgen (AMGN) | 6.5 | $308M | +188% | 852k | 362.12 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.0 | $287M | -15% | 579k | 496.73 |
|
| Argenx Se Sponsored Adr (ARGX) | 5.9 | $279M | -3% | 301k | 927.77 |
|
| Gilead Sciences (GILD) | 5.7 | $273M | +84% | 2.2M | 126.34 |
|
| Revolution Medicines (RVMD) | 4.1 | $196M | -32% | 1.0M | 187.28 |
|
| Oruka Therapeutics (ORKA) | 3.3 | $158M | +226% | 1.7M | 95.17 |
|
| Insmed Com Par $.01 (INSM) | 3.1 | $149M | +13786% | 1.4M | 106.62 |
|
| Scholar Rock Hldg Corp (SRRK) | 2.8 | $135M | -31% | 2.4M | 55.00 |
|
| Nuvalent Inc-a (NUVL) | 2.7 | $130M | 1.1M | 123.50 |
|
|
| Miragen Therapeutics (VRDN) | 2.6 | $124M | 6.7M | 18.37 |
|
|
| Relay Therapeutics (RLAY) | 2.4 | $116M | -20% | 6.2M | 18.71 |
|
| Vaxcyte (PCVX) | 2.4 | $115M | +65% | 2.0M | 58.13 |
|
| United Therapeutics Corporation (UTHR) | 2.1 | $102M | +8976% | 189k | 541.83 |
|
| Intuitive Surgical Com New (ISRG) | 2.1 | $101M | -11% | 255k | 397.68 |
|
| Regeneron Pharmaceuticals (REGN) | 2.1 | $98M | -43% | 157k | 623.54 |
|
| Crinetics Pharmaceuticals In | 2.1 | $98M | -20% | 2.6M | 37.42 |
|
| Bridgebio Pharma (BBIO) | 1.9 | $89M | +4587% | 1.2M | 74.48 |
|
| Immunocore Hldgs Ads (IMCR) | 1.9 | $89M | 2.8M | 31.75 |
|
|
| Abbott Laboratories (ABT) | 1.8 | $86M | -17% | 947k | 90.74 |
|
| Stryker Corporation (SYK) | 1.8 | $85M | +23% | 269k | 314.84 |
|
| Medtronic SHS (MDT) | 1.6 | $78M | +3% | 994k | 78.23 |
|
| Ionis Pharmaceuticals (IONS) | 1.6 | $77M | -46% | 972k | 79.29 |
|
| Enliven Therapeutics (ELVN) | 1.6 | $76M | -35% | 1.5M | 50.75 |
|
| Vera Therapeutics Cl A (VERA) | 1.5 | $73M | 1.7M | 42.91 |
|
|
| Jade Biosciences Com New (JBIO) | 1.4 | $68M | -12% | 3.1M | 22.22 |
|
| Edwards Lifesciences (EW) | 1.4 | $67M | -11% | 739k | 90.46 |
|
| Ultragenyx Pharmaceutical (RARE) | 1.4 | $66M | -16% | 2.0M | 33.39 |
|
| UnitedHealth (UNH) | 1.3 | $62M | 149k | 415.63 |
|
|
| Dex (DXCM) | 1.2 | $55M | +4% | 823k | 67.35 |
|
| Celldex Therapeutics Com New (CLDX) | 0.9 | $45M | 1.2M | 37.21 |
|
|
| Avalyn Pharmaceuticals Com Shs (AVLN) | 0.9 | $44M | NEW | 1.4M | 32.92 |
|
| Damora Therapeutics Com New | 0.9 | $42M | -29% | 1.6M | 26.01 |
|
| Disc Medicine (IRON) | 0.9 | $41M | +21% | 560k | 73.14 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $40M | +23% | 80k | 501.36 |
|
| Boston Scientific Corporation (BSX) | 0.8 | $38M | -39% | 888k | 42.68 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $36M | -11% | 30k | 1199.43 |
|
| Cg Oncology (CGON) | 0.7 | $35M | NEW | 494k | 71.05 |
|
| IDEXX Laboratories (IDXX) | 0.7 | $33M | -30% | 62k | 526.44 |
|
| ResMed (RMD) | 0.6 | $29M | -6% | 148k | 194.88 |
|
| Krystal Biotech (KRYS) | 0.6 | $29M | -83% | 78k | 371.67 |
|
| Monte Rosa Therapeutics (GLUE) | 0.6 | $29M | -4% | 1.2M | 24.20 |
|
| Danaher Corporation (DHR) | 0.6 | $27M | -28% | 144k | 190.48 |
|
| Johnson & Johnson (JNJ) | 0.6 | $26M | -13% | 103k | 253.97 |
|
| Seaport Therapeutics Common Stock (SPTX) | 0.5 | $24M | NEW | 1.1M | 21.72 |
|
| Palvella Therapeutics Inc Ne (PVLA) | 0.5 | $24M | NEW | 155k | 152.82 |
|
| Align Technology (ALGN) | 0.5 | $24M | 140k | 168.66 |
|
|
| Annexon (ANNX) | 0.5 | $23M | -20% | 4.1M | 5.71 |
|
| Humana (HUM) | 0.5 | $23M | -9% | 58k | 397.22 |
|
| Anthem (ELV) | 0.5 | $22M | +7% | 56k | 386.73 |
|
| Tango Therapeutics (TNGX) | 0.5 | $22M | -71% | 694k | 31.26 |
|
| Steris Shs Usd (STE) | 0.4 | $21M | 100k | 210.57 |
|
|
| Spyre Therapeutics Com New (SYRE) | 0.4 | $20M | NEW | 230k | 88.78 |
|
| Hemab Therapeutics Hldgs Com Shs (COAG) | 0.4 | $20M | NEW | 550k | 36.73 |
|
| Insulet Corporation (PODD) | 0.4 | $19M | -22% | 128k | 152.25 |
|
| Cigna Corp (CI) | 0.4 | $18M | -32% | 67k | 275.68 |
|
| Glaukos (GKOS) | 0.4 | $18M | -11% | 129k | 139.76 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $18M | +89% | 169k | 103.45 |
|
| Becton, Dickinson and (BDX) | 0.3 | $17M | -9% | 110k | 151.33 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $16M | -39% | 253k | 64.01 |
|
| Livanova SHS (LIVN) | 0.3 | $16M | +5% | 196k | 82.23 |
|
| Centene Corporation (CNC) | 0.3 | $15M | -12% | 229k | 64.19 |
|
| Merck & Co (MRK) | 0.3 | $15M | -45% | 113k | 128.50 |
|
| Cooper Cos (COO) | 0.3 | $14M | -27% | 197k | 71.71 |
|
| Parabilis Medicines (PBLS) | 0.3 | $14M | NEW | 500k | 27.37 |
|
| Teva Pharmaceutical Inds Sponsored Ads | 0.2 | $12M | +38% | 346k | 33.88 |
|
| Globus Med Cl A (GMED) | 0.2 | $12M | -40% | 146k | 79.01 |
|
| Procept Biorobotics Corp (PRCT) | 0.2 | $11M | 502k | 22.58 |
|
|
| Zimmer Holdings (ZBH) | 0.2 | $11M | -18% | 127k | 86.09 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $11M | +5% | 59k | 177.47 |
|
| Abbvie (ABBV) | 0.2 | $10M | -56% | 41k | 251.64 |
|
| 10x Genomics Cl A Com (TXG) | 0.2 | $10M | -20% | 262k | 38.34 |
|
| Hca Holdings (HCA) | 0.2 | $9.3M | -37% | 24k | 389.89 |
|
| Aura Biosciences (AURA) | 0.2 | $8.3M | NEW | 1.2M | 7.10 |
|
| McKesson Corporation (MCK) | 0.2 | $7.3M | -56% | 9.6k | 755.60 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $7.3M | 39k | 187.08 |
|
|
| Protagonist Therapeutics (PTGX) | 0.1 | $6.8M | +285% | 56k | 122.58 |
|
| Natera (NTRA) | 0.1 | $6.7M | -21% | 25k | 271.45 |
|
| Transmedics Group (TMDX) | 0.1 | $6.7M | 101k | 66.42 |
|
|
| Molina Healthcare (MOH) | 0.1 | $6.3M | NEW | 28k | 228.70 |
|
| Alkermes SHS (ALKS) | 0.1 | $6.3M | +1255% | 120k | 52.40 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $6.3M | +193% | 112k | 56.07 |
|
| Waystar Holding Corp (WAY) | 0.1 | $6.0M | +14% | 294k | 20.53 |
|
| Privia Health Group (PRVA) | 0.1 | $5.8M | 227k | 25.73 |
|
|
| Gmr Solutions Com Cl A (GMRS) | 0.1 | $5.2M | NEW | 333k | 15.46 |
|
| Neurocrine Biosciences (NBIX) | 0.1 | $4.1M | +417% | 24k | 168.53 |
|
| Omada Health (OMDA) | 0.1 | $3.5M | 158k | 21.95 |
|
|
| Kestra Med Technologies SHS (KMTS) | 0.1 | $3.3M | +11% | 129k | 25.44 |
|
| Medline Com Cl A (MDLN) | 0.1 | $3.2M | -39% | 82k | 39.44 |
|
| Illumina (ILMN) | 0.1 | $3.2M | -10% | 18k | 175.83 |
|
| Beone Medicines Sponsored Ads (ONC) | 0.1 | $3.0M | +174% | 11k | 284.97 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.1 | $2.9M | +214% | 87k | 33.89 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $2.5M | +53% | 4.7k | 536.95 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $2.0M | 2.7k | 746.77 |
|
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $2.0M | 21k | 93.05 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $1.9M | +17% | 89k | 21.45 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $1.6M | +114% | 19k | 85.19 |
|
| Alamar Biosciences Common Stock (ALMR) | 0.0 | $1.5M | NEW | 56k | 27.09 |
|
| Phreesia (PHR) | 0.0 | $1.4M | +7% | 141k | 10.29 |
|
| Mobia Med Common Stock (MOBI) | 0.0 | $1.3M | NEW | 100k | 13.40 |
|
| Billiontoone Cl A (BLLN) | 0.0 | $1.3M | 11k | 119.98 |
|
|
| Beta Bionics (BBNX) | 0.0 | $1.1M | 72k | 15.67 |
|
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $955k | -7% | 33k | 28.88 |
|
| Pfizer (PFE) | 0.0 | $925k | -64% | 38k | 24.08 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $853k | +510% | 6.4k | 133.26 |
|
| Encompass Health Corp (EHC) | 0.0 | $703k | -29% | 7.0k | 101.08 |
|
| Axsome Therapeutics (AXSM) | 0.0 | $658k | -15% | 2.7k | 244.77 |
|
| Certara Ord (CERT) | 0.0 | $651k | 99k | 6.55 |
|
|
| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 0.0 | $639k | 49k | 12.98 |
|
|
| Praxis Precision Medicines I Com New (PRAX) | 0.0 | $618k | +5% | 1.8k | 334.79 |
|
| Apple (AAPL) | 0.0 | $541k | -46% | 1.8k | 305.73 |
|
| Garmin SHS (GRMN) | 0.0 | $469k | +49% | 2.0k | 237.54 |
|
| Denali Therapeutics (DNLI) | 0.0 | $457k | 18k | 25.72 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $434k | 5.8k | 75.45 |
|
|
| Veradermics Common Stock (MANE) | 0.0 | $426k | NEW | 3.5k | 122.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $396k | +188% | 907.00 | 436.17 |
|
| Definium Therapeutics Com Shs (DFTX) | 0.0 | $395k | NEW | 8.4k | 47.04 |
|
| Travere Therapeutics (TVTX) | 0.0 | $392k | -22% | 6.9k | 56.81 |
|
| Amazon (AMZN) | 0.0 | $383k | +18% | 1.6k | 238.34 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $340k | +12% | 4.3k | 78.27 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $329k | -99% | 1.1k | 301.03 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $317k | +15% | 5.8k | 54.54 |
|
| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $256k | -30% | 4.8k | 53.67 |
|
| Viatris (VTRS) | 0.0 | $251k | NEW | 16k | 15.88 |
|
| Mineralys Therapeutics (MLYS) | 0.0 | $236k | -70% | 8.8k | 26.98 |
|
| Summit Therapeutics (SMMT) | 0.0 | $223k | -3% | 15k | 14.57 |
|
| Cardinal Health (CAH) | 0.0 | $202k | 852.00 | 237.56 |
|
|
| Cogent Biosciences (COGT) | 0.0 | $189k | NEW | 4.9k | 38.70 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $186k | -35% | 3.2k | 57.93 |
|
| AmerisourceBergen (COR) | 0.0 | $163k | -66% | 576.00 | 282.98 |
|
| Ptc Therapeutics I (PTCT) | 0.0 | $133k | -15% | 1.6k | 81.57 |
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| Caris Life Sciences (CAI) | 0.0 | $114k | 6.4k | 17.82 |
|
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| Rhythm Pharmaceuticals (RYTM) | 0.0 | $113k | 1.0k | 111.03 |
|
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $97k | -22% | 1.2k | 81.51 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $82k | 408.00 | 200.09 |
|
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| Labcorp Holdings Com Shs (LH) | 0.0 | $78k | 280.00 | 280.00 |
|
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| Biogen Idec (BIIB) | 0.0 | $73k | -90% | 338.00 | 216.06 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $70k | -92% | 1.2k | 57.62 |
|
| Waters Corporation (WAT) | 0.0 | $67k | NEW | 179.00 | 375.04 |
|
| Microsoft Corporation (MSFT) | 0.0 | $64k | 172.00 | 373.02 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $57k | -60% | 293.00 | 193.22 |
|
| Incyte Corporation (INCY) | 0.0 | $55k | 486.00 | 113.36 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $46k | 36.00 | 1277.50 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $44k | -50% | 330.00 | 132.83 |
|
| Qualcomm (QCOM) | 0.0 | $36k | 197.00 | 184.79 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $28k | -26% | 390.00 | 71.86 |
|
| Oracle Corporation (ORCL) | 0.0 | $28k | 191.00 | 146.55 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $28k | 131.00 | 211.95 |
|
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $17k | 4.6k | 3.67 |
|
Past Filings by Bellevue Group
SEC 13F filings are viewable for Bellevue Group going back to 2016
- Bellevue Group 2026 Q2 filed Aug. 14, 2026
- Bellevue Group 2026 Q1 filed May 15, 2026
- 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