Bellevue Group
Latest statistics and disclosures from Bellevue Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VRTX, ARGX, REGN, SRRK, GILD, and represent 25.88% of Bellevue Group's stock portfolio.
- Added to shares of these 10 stocks: REGN (+$205M), GILD (+$156M), CRNX (+$119M), AMGN (+$97M), ELVN (+$91M), PCVX (+$69M), DMRA (+$60M), RARE (+$50M), VRDN (+$46M), IRON (+$29M).
- Started 19 new stock positions in EQNR, PRAX, Centessa Pharmaceuticals, XOM, DMRA, AGMB, HALO, ORKA, SHEL, GLUE. QGEN, BBOT, IRON, PCVX, ABVX, ELVN, LIVN, BP, RNA.
- Reduced shares in these 10 stocks: RVMD (-$337M), IONS (-$224M), NBIX (-$224M), Avidity Biosciences Ord (-$190M), , ARGX (-$109M), CLDX (-$77M), ALNY (-$70M), SYK (-$47M), PEN (-$40M).
- Sold out of its positions in FOLD, AMRX, Apellis Pharmaceuticals, ANET, AstraZeneca, AVTR, Avidity Biosciences Ord, BEAM, BMRN, BTSG.
- Bellevue Group was a net seller of stock by $-814M.
- Bellevue Group has $4.2B in assets under management (AUM), dropping by -20.37%.
- Central Index Key (CIK): 0001674546
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Portfolio Holdings for Bellevue Group
Bellevue Group holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 7.2 | $305M | 682k | 446.54 |
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| Argenx Se Sponsored Adr (ARGX) | 5.4 | $229M | -32% | 313k | 730.25 |
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| Regeneron Pharmaceuticals (REGN) | 5.1 | $215M | +1900% | 279k | 772.64 |
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| Scholar Rock Hldg Corp (SRRK) | 4.2 | $176M | -11% | 3.6M | 49.16 |
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| Gilead Sciences (GILD) | 3.9 | $163M | +2117% | 1.2M | 139.37 |
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| Revolution Medicines (RVMD) | 3.6 | $150M | -69% | 1.5M | 97.25 |
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| Ionis Pharmaceuticals (IONS) | 3.2 | $137M | -62% | 1.8M | 75.09 |
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| Intuitive Surgical Com New (ISRG) | 3.1 | $132M | -10% | 287k | 460.99 |
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| Miragen Therapeutics (VRDN) | 3.1 | $132M | +54% | 6.7M | 19.56 |
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| Krystal Biotech (KRYS) | 3.0 | $125M | +17% | 482k | 258.32 |
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| Crinetics Pharmaceuticals In (CRNX) | 2.8 | $119M | +81088% | 3.3M | 36.32 |
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| Abbott Laboratories (ABT) | 2.8 | $118M | -12% | 1.2M | 102.67 |
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| Nuvalent Inc-a (NUVL) | 2.6 | $108M | 1.1M | 102.45 |
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| Amgen (AMGN) | 2.5 | $104M | +1497% | 295k | 351.85 |
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| Boston Scientific Corporation (BSX) | 2.2 | $92M | -5% | 1.5M | 62.75 |
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| Enliven Therapeutics (ELVN) | 2.2 | $91M | NEW | 2.3M | 39.20 |
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| Immunocore Hldgs Ads (IMCR) | 2.0 | $84M | 2.8M | 30.15 |
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| Medtronic SHS (MDT) | 2.0 | $83M | +24% | 957k | 86.65 |
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| Alnylam Pharmaceuticals (ALNY) | 1.8 | $78M | -47% | 235k | 330.87 |
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| Relay Therapeutics (RLAY) | 1.8 | $78M | -6% | 7.8M | 9.95 |
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| Stryker Corporation (SYK) | 1.7 | $71M | -39% | 217k | 328.59 |
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| Vaxcyte (PCVX) | 1.6 | $69M | NEW | 1.2M | 58.11 |
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| Vera Therapeutics Cl A (VERA) | 1.6 | $69M | 1.7M | 40.23 |
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| Edwards Lifesciences (EW) | 1.6 | $67M | -19% | 840k | 80.08 |
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| Damora Therapeutics Com New (DMRA) | 1.4 | $60M | NEW | 2.3M | 25.90 |
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| Tango Therapeutics (TNGX) | 1.2 | $50M | -38% | 2.4M | 20.92 |
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| IDEXX Laboratories (IDXX) | 1.2 | $50M | -5% | 89k | 561.89 |
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| Ultragenyx Pharmaceutical (RARE) | 1.2 | $50M | +92148% | 2.4M | 20.95 |
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| Dex (DXCM) | 1.2 | $50M | -6% | 789k | 62.80 |
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| Jade Biosciences Com New (JBIO) | 1.2 | $49M | +4% | 3.5M | 14.05 |
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| Edgewise Therapeutics (EWTX) | 1.1 | $48M | 1.5M | 31.50 |
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| UnitedHealth (UNH) | 1.0 | $40M | -15% | 148k | 270.59 |
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| Danaher Corporation (DHR) | 0.9 | $38M | +3% | 202k | 189.60 |
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| Celldex Therapeutics Com New (CLDX) | 0.9 | $38M | -66% | 1.2M | 31.72 |
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| ResMed (RMD) | 0.9 | $36M | 159k | 224.48 |
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| Insulet Corporation (PODD) | 0.8 | $34M | -12% | 164k | 209.84 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $32M | 64k | 491.53 |
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| Eli Lilly & Co. (LLY) | 0.7 | $31M | 34k | 919.77 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $30M | 417k | 71.18 |
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| Disc Medicine (IRON) | 0.7 | $29M | NEW | 459k | 63.94 |
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| Johnson & Johnson (JNJ) | 0.7 | $29M | -6% | 119k | 244.44 |
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| Annexon (ANNX) | 0.7 | $29M | 5.2M | 5.54 |
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| Cigna Corp (CI) | 0.6 | $26M | -10% | 98k | 266.75 |
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| Oruka Therapeutics (ORKA) | 0.6 | $25M | NEW | 507k | 49.05 |
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| Merck & Co (MRK) | 0.6 | $25M | +124% | 207k | 120.29 |
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| Align Technology (ALGN) | 0.6 | $24M | 140k | 171.43 |
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| Steris Shs Usd (STE) | 0.5 | $22M | 100k | 221.13 |
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| Globus Med Cl A (GMED) | 0.5 | $21M | -5% | 247k | 86.16 |
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| Monte Rosa Therapeutics (GLUE) | 0.5 | $21M | NEW | 1.3M | 16.45 |
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| Abbvie (ABBV) | 0.5 | $20M | -30% | 94k | 217.49 |
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| Cooper Cos (COO) | 0.5 | $20M | -6% | 272k | 71.50 |
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| McKesson Corporation (MCK) | 0.5 | $19M | -10% | 22k | 865.36 |
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| Becton, Dickinson and (BDX) | 0.5 | $19M | -54% | 122k | 157.23 |
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| Hca Holdings (HCA) | 0.4 | $18M | -13% | 38k | 473.24 |
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| Glaukos (GKOS) | 0.4 | $16M | -44% | 146k | 107.66 |
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| Anthem (ELV) | 0.4 | $15M | -24% | 53k | 292.75 |
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| Zimmer Holdings (ZBH) | 0.3 | $14M | -34% | 156k | 90.42 |
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| Procept Biorobotics Corp (PRCT) | 0.3 | $13M | -2% | 502k | 25.01 |
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| Livanova SHS (LIVN) | 0.3 | $12M | NEW | 186k | 63.56 |
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| Humana (HUM) | 0.3 | $11M | -11% | 65k | 173.39 |
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| Transmedics Group (TMDX) | 0.2 | $10M | +3% | 101k | 99.41 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $9.9M | -29% | 57k | 175.66 |
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| Centene Corporation (CNC) | 0.2 | $8.5M | -4% | 261k | 32.74 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $7.5M | -23% | 250k | 30.12 |
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| Tenet Healthcare Corp Com New (THC) | 0.2 | $7.2M | -4% | 38k | 188.71 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $7.0M | +2% | 330k | 21.23 |
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| CVS Caremark Corporation (CVS) | 0.2 | $6.4M | -18% | 89k | 71.82 |
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| Natera (NTRA) | 0.2 | $6.3M | -43% | 32k | 199.99 |
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| Waystar Holding Corp (WAY) | 0.1 | $6.2M | +5% | 256k | 24.11 |
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| Medline Com Cl A (MDLN) | 0.1 | $6.1M | +16% | 137k | 44.50 |
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| Inspire Med Sys (INSP) | 0.1 | $5.1M | 100k | 51.58 |
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| Privia Health Group (PRVA) | 0.1 | $4.7M | -49% | 227k | 20.57 |
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| Penumbra (PEN) | 0.1 | $4.0M | -90% | 12k | 328.37 |
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| Atrium Therapeutics (RNA) | 0.1 | $3.5M | NEW | 263k | 13.37 |
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| Pfizer (PFE) | 0.1 | $3.0M | +89% | 108k | 28.08 |
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| Illumina (ILMN) | 0.1 | $2.5M | -11% | 20k | 123.26 |
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| Kestra Med Technologies SHS (KMTS) | 0.1 | $2.3M | 116k | 19.93 |
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| Omada Health (OMDA) | 0.0 | $2.0M | -11% | 158k | 12.57 |
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| Bridgebio Pharma (BBIO) | 0.0 | $1.9M | +5% | 25k | 74.26 |
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| Biontech Se Sponsored Ads (BNTX) | 0.0 | $1.9M | -52% | 21k | 88.88 |
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| Royalty Pharma Shs Class A (RPRX) | 0.0 | $1.8M | +190% | 38k | 47.97 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $1.8M | -12% | 2.7k | 650.34 |
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| Insmed Com Par $.01 (INSM) | 0.0 | $1.6M | -27% | 10k | 163.52 |
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| Madrigal Pharmaceuticals (MDGL) | 0.0 | $1.6M | +5% | 3.0k | 523.47 |
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| Masimo Corporation | 0.0 | $1.6M | -91% | 8.8k | 177.87 |
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| Protagonist Therapeutics (PTGX) | 0.0 | $1.5M | -12% | 14k | 105.40 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $1.2M | -46% | 2.1k | 592.98 |
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| Beone Medicines Sponsored Ads (ONC) | 0.0 | $1.1M | +101% | 3.8k | 296.97 |
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| Phreesia (PHR) | 0.0 | $1.1M | -28% | 131k | 8.38 |
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| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $1.1M | -74% | 76k | 13.88 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.0M | -74% | 17k | 60.65 |
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| Encompass Health Corp (EHC) | 0.0 | $951k | -48% | 9.8k | 96.73 |
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| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $885k | -23% | 28k | 32.01 |
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| Apple (AAPL) | 0.0 | $843k | 3.3k | 253.79 |
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| Billiontoone Cl A (BLLN) | 0.0 | $833k | 11k | 78.94 |
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| Mineralys Therapeutics (MLYS) | 0.0 | $796k | +48% | 29k | 27.09 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $742k | NEW | 18k | 42.20 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $741k | NEW | 4.4k | 169.66 |
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| BP Sponsored Adr (BP) | 0.0 | $735k | NEW | 16k | 47.00 |
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| Shell Spon Ads (SHEL) | 0.0 | $730k | NEW | 7.8k | 93.00 |
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| Beta Bionics (BBNX) | 0.0 | $723k | 72k | 10.02 |
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| Biogen Idec (BIIB) | 0.0 | $670k | +2% | 3.7k | 183.33 |
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| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $649k | -43% | 36k | 18.09 |
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| Cisco Systems (CSCO) | 0.0 | $621k | 8.0k | 77.59 |
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| Neurocrine Biosciences (NBIX) | 0.0 | $612k | -99% | 4.6k | 131.74 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $590k | 4.7k | 125.46 |
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| Cytokinetics Com New (CYTK) | 0.0 | $583k | -4% | 8.8k | 65.91 |
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| Certara Ord (CERT) | 0.0 | $567k | 99k | 5.70 |
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| Praxis Precision Medicines I Com New (PRAX) | 0.0 | $566k | NEW | 1.8k | 322.19 |
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| Procter & Gamble Company (PG) | 0.0 | $563k | 3.9k | 144.44 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $550k | 1.1k | 499.66 |
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| AmerisourceBergen (COR) | 0.0 | $539k | +229% | 1.7k | 314.14 |
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| Axsome Therapeutics (AXSM) | 0.0 | $538k | -88% | 3.2k | 169.02 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $528k | -62% | 5.8k | 91.77 |
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| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 0.0 | $525k | NEW | 50k | 10.49 |
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| Blackrock (BLK) | 0.0 | $433k | 450.00 | 961.71 |
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| Visa Com Cl A (V) | 0.0 | $423k | 1.4k | 302.24 |
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| Centessa Pharmaceuticals Sponsored Ads | 0.0 | $359k | NEW | 9.0k | 39.72 |
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| Denali Therapeutics (DNLI) | 0.0 | $341k | +148% | 18k | 19.20 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $328k | -95% | 6.8k | 48.20 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $325k | 11k | 29.57 |
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| Alkermes SHS (ALKS) | 0.0 | $314k | +34% | 8.9k | 35.36 |
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| Garmin SHS (GRMN) | 0.0 | $307k | -23% | 1.3k | 232.01 |
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| Summit Therapeutics (SMMT) | 0.0 | $301k | +11% | 16k | 18.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $297k | 1.5k | 198.29 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $292k | 1.2k | 243.08 |
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| Amazon (AMZN) | 0.0 | $282k | -61% | 1.4k | 208.27 |
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| Travere Therapeutics (TVTX) | 0.0 | $264k | +132% | 8.9k | 29.71 |
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| Halozyme Therapeutics (HALO) | 0.0 | $249k | NEW | 3.9k | 64.63 |
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| Olema Pharmaceuticals (OLMA) | 0.0 | $245k | +321% | 16k | 14.91 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $239k | +166% | 5.0k | 47.57 |
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| Tempus Ai Cl A (TEM) | 0.0 | $224k | +3% | 5.0k | 45.22 |
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| Cardinal Health (CAH) | 0.0 | $182k | -88% | 863.00 | 211.31 |
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| Ptc Therapeutics I (PTCT) | 0.0 | $132k | -71% | 1.9k | 68.13 |
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| Iqvia Holdings (IQV) | 0.0 | $126k | -98% | 740.00 | 170.54 |
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| Ascendis Pharma A/s Sponsored Adr | 0.0 | $123k | -97% | 536.00 | 228.73 |
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| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $117k | NEW | 1.0k | 111.35 |
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| Caris Life Sciences (CAI) | 0.0 | $115k | 6.4k | 17.88 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $97k | -86% | 1.5k | 62.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $90k | -84% | 314.00 | 287.56 |
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| Rhythm Pharmaceuticals (RYTM) | 0.0 | $88k | -86% | 1.0k | 86.97 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $76k | +89% | 664.00 | 113.98 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $75k | -95% | 280.00 | 266.81 |
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| NVIDIA Corporation (NVDA) | 0.0 | $71k | -89% | 408.00 | 174.40 |
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| Microsoft Corporation (MSFT) | 0.0 | $64k | -86% | 172.00 | 370.17 |
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| Zoetis Cl A (ZTS) | 0.0 | $63k | -26% | 533.00 | 118.21 |
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| Bridgebio Oncology Therapeut Com New (BBOT) | 0.0 | $63k | NEW | 7.0k | 8.95 |
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| Incyte Corporation (INCY) | 0.0 | $46k | -89% | 486.00 | 94.12 |
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| Mettler-Toledo International (MTD) | 0.0 | $45k | -5% | 36.00 | 1261.19 |
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| Wave Life Sciences SHS (WVE) | 0.0 | $38k | -99% | 5.3k | 7.25 |
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| Oracle Corporation (ORCL) | 0.0 | $28k | -5% | 191.00 | 147.11 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $26k | -98% | 131.00 | 195.98 |
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| Qualcomm (QCOM) | 0.0 | $25k | -5% | 197.00 | 128.78 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $14k | -5% | 4.6k | 3.07 |
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| Qiagen Nv Ord Shares (QGEN) | 0.0 | $9.7k | NEW | 243.00 | 40.04 |
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Past Filings by Bellevue Group
SEC 13F filings are viewable for Bellevue Group going back to 2016
- 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
- Bellevue Group 2022 Q2 filed Aug. 11, 2022